Customize the prebuilt draft flow for payment status notifications to include payment success or failure messages.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
| User Permissions Needed | |
|---|---|
| To customize the prebuilt flow: |
Collections and Recovery Admin permission set AND Customize Application permission AND Data Cloud Admin permission set AND Marketing Cloud Admin permission set |
To use this flow:
- Set up Data 360 and Marketing Cloud in your org.
- Enable the Payment Status Notification setting in Collections Setup.
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click Collections: Send Payment Status Email.
- Click Save as New Version.
- To send payment success and payment failure messages to your borrowers, configure the two Send Email Message action elements in the flow.
- Save your changes and activate the flow.