Credit card expiry warning

Smile can issue a warning to a customer when their credit card is due to expire. Typically Smile is configured to send an email advising the customer of the impending expiry and asking them to provide the details of their replacement card.

To create a credit card expiry warning the following elements must be configured:
  • Email template—specifies the message to send to the customer
  • Stationery—defines the stationery document type, which is associated with the email template
  • Credit control—specifies the warning action and when it occurs
  • Packages—specifies the package rules for dispatch
  • Account contact email—specifies the email address the warning is sent to

For more information on configuring individual elements, see the Configuration Guide.