Value pools

A value pool tracks the monetary amount of included usage that a subscription spends in a rating period. A subscription can have multiple value pools, for example, a mobile subscription may have a $100 value pool for local calls and a $50 value pool for mobile data downloads.

Smile resets each value pool to $0 at the start of each rating period and when a subscription changes plan. The value pool limit is pro-rated for incomplete rating periods, for example, if a subscription changes plan halfway through a month.

Configuration of the following components combine to create value pool spend management:
  • Email template—specifies a standard message and format of the notification to the customer when a specified alert threshold has been exceeded.
  • Included charge pools—specifies the alert thresholds and email template for customer notification when thresholds are exceeded.
  • Included value pools—specifies the monetary limit of usage for the included charge pool. Included value pools are specified on the plan settings.
  • Include value pool—specifies the pool that will be applied to a usage charge rule.