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Within Platform Settings > Activation > Reminders, you can:
  • Add activation reminder schedules
  • Edit activation reminder schedules
  • View activation reminder schedules
  • Delete activation reminder schedules
Setting up activation reminder schedules helps customers activate their subscriptions, reducing missed activations and supporting revenue retention. When you create a schedule, Partner Ecosystem Management generates reminders and sends them to your communication system, where you can customize and send them to customers. When adding a reminder, you can:
  • Choose how many days between each reminder (up to 30 days)
  • Set how many reminders to send (up to 10)
  • Select the time of day to send them
  • Decide whether the schedule should restart if the subscription is updated
You can set up either a single schedule that applies to all Merchants or individual schedules for each Merchant. Note: These schedules only apply to products covered by your agreements.
  1. Navigate to the Platform Settings > Activation > Reminders. The Activation Reminder Notification Settings page appears.
  2. Choose what you’d like to do:
    • To add an activation reminder schedule, select Set Up Activation Reminder Notification or Add New Reminder, depending on what’s available to you. The Add a New Activation Reminder page appears. Add a New Activation Reminder box Complete the required fields. See the table below for guidance. Selected Save. The activation reminder schedule has been successfully created.
    • To edit an activation reminder schedule, find the activation reminder schedule on the Activation Reminder Notification Settings page and select the three dot menu on the same row. Select Edit. The box to edit the activation reminder schedule appears. Edit the fields as desired. See the table below for guidance. Select Save. Your changes to the activation reminder schedule have been saved.
    • To view an activation reminder schedule, find the activation reminder schedule on the Activation Reminder Notification Settings page and select the three dot menu on the same row. Select View.
    • To delete an activation reminder schedule, find the activation reminder schedule on the Activation Reminder Notification Settings page and select the three dot menu on the same row. Select Delete. A Delete Activation Reminder confirmation box appears. Confirm your choice. The activation reminder schedule has been successfully deleted.
Parent topic:

Activation Reminder Details