Use Case: Enable Merchant Boarding Alerts

1. Open the Email Alerts Merchants Tab

• Step 1: Click EMAIL ALERTS under the Admin category in the left-hand navigation panel to open the Email Alerts page.

• Step 2: Click MERCHANTS in the tab menu at the top of the page.

2. Create a New Email Alert

• Step 1: Locate the transaction event type in the Transactions tab. Choose from the following types:

  • Merchant Created

  • Merchant Boarding

  • Merchant Boarded

  • Merchant Manual Review

  • Merchant Held

  • Merchant Denied

• Step 2: Click the MINUS icon on the right hand side of the Merchant boarding event to activate the alert.

• Step 3: Click the TRIANGLE icon to the left of the Merchant boarding event title to open the event type options section.

• Step 4: Enter the email address of the alert recipient in the email field.

Warning: Email alerts are not sent to a newly provided email address until it is verified. You can verify a new email address by following the instructions in the initial enrollment email sent to the user.

Tip: Use the admin or account manager’s email address to ensure notifications are not missed and that alerts are confidential.

• Step 5 (Optional): Click the PLUS icon to add fields for additional recipients and enter their email addresses. Click the MINUS icon to remove email recipients.

• Step 6: Click SAVE in the upper right-hand corner of the section to finish setting up the alert.

Result: The recipients receive an email alert when the specific Merchant boarding event type occurs.

1. Open the Web Alerts Page

• Step 1: Click WEB ALERTS under the Admin category in the left-hand navigation panel to open the Web Alerts page.

• Step 2: Click the ADD ALERT button in the upper right-hand corner of the page to open the Add Alert Setup lightbox on the page.

2. Name the New Web Alert

• Step 1: Click ADD ALERT in the upper right-hand corner of the page to open the Add Alert Setup lightbox on the page.

• Step 2: Type the name of the new alert in the Name field in the first section of the Add Alert Setup lightbox.

• Step 3 (Optional): Type an optional description of the alert in the Description field.

• Step 4 (Optional): Click ADVANCED OPTIONS to enter information about the login ID, Team, Partition, or Division associated with the alert.

Tip: You can enter the optional advanced options during any step of the setup process.

• Step 5: Click NEXT in the lower right-hand corner of the lightbox to move to the next section.

Tip: Click PREVIOUS in the lower right hand corner of the lightbox to go back to a previous section at any time.

3. Attach your Endpoints receiving the Web Alert

• Step 1: Enter the endpoint in the Endpoint field. The endpoint is the URL address on your server that receives the alert from Payrix.

• Step 2 (Optional): Enter the header name and header value in the open fields under the Endpoint field.

• Step 3 (Optional): Click ADD ANOTHER ENDPOINT to add additional endpoints. Click the TRASHCAN icon to remove an endpoint.

• Step 4: Click NEXT in the lower right-hand corner of the lightbox to move to the next section.

4. Set Merchant Event Web Alert Triggers (Alert Resources)

• Step 1: Select MERCHANTS from the Resource drop-down menu.

• Step 2: Select the type of event that triggers the alert from the Event drop-down menu. Choose from the following event types:

  • Merchant Created

  • Merchant Boarding

  • Merchant Boarded

  • Merchant Manual Review

  • Merchant Held

  • Merchant Denied

  • Create

  • Update

  • Delete

• Step 3 (Optional): Enter a name and description in the fields below the Resource and Event fields.

• Step 4 (Optional): Click ADD ANOTHER TRIGGER to add additional alert triggers. Remove a trigger by clicking the TRASHCAN icon to the right of the trigger.

• Step 5: Click ADD to finish setting up the new web alert.

Result: The new web alert triggers when the resource and event occur.