The Low Balance Alert feature in Flexprice allows you to set up automated notifications when a customer’s wallet balance drops below a predefined threshold. This helps ensure timely top-ups and prevents service interruptions due to insufficient funds. Benefits of Low Balance Alerts:
  • Proactive Management: Get notified before wallet balance reaches zero
  • Improved Customer Experience: Prevent service interruptions
  • Better Cash Flow: Encourage timely wallet top-ups
  • Automated Monitoring: No manual checking required

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Configuring Low Balance Alerts

To set up low balance alerts for a customer’s wallet, follow these steps:

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Step 1: Navigate to Customer Wallet

  • Go to the Customers section in the dashboard
  • Select the desired customer from the customer list
  • Navigate to the Wallet tab in the customer’s profile

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Step 2: Access Alert Settings

  • Click the three-dot menu (⋮) in the top right corner of the wallet section
  • Select Alert Settings from the dropdown menu
Alert Settings Dropdown

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Step 3: Configure Alert Settings

A dialog box titled “Wallet Alert Settings” will appear with the following configuration options: Low Balance Alert Settings Dialog

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Configuration Options

  • Enable Alerts: Turn on the toggle switch to activate low balance notifications
  • Threshold Value: Enter the minimum balance amount in the wallet’s currency (e.g., 50.00 INR)
  • Save Changes: Click to apply the alert settings
  • Cancel: Click to discard changes and close the dialog

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Alert Behavior

Once configured, the low balance alert system will:
  • Monitor Balance: Continuously track the wallet balance
  • Trigger Notifications: Send alerts when balance falls below the threshold
  • Real-time Updates: Provide immediate notifications through the dashboard
  • Persistent Alerts: Continue monitoring until balance is restored above threshold

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Managing Alert Settings

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Viewing Current Alerts

  • Navigate to the customer’s wallet section
  • Look for alert indicators in the wallet interface
  • Check the alert settings dialog for current configuration

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Modifying Alert Settings

  • Access the Alert Settings dialog as described above
  • Modify the threshold value or toggle alerts on/off
  • Save changes to update the configuration

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Disabling Alerts

  • Open the Alert Settings dialog
  • Toggle off the “Enable Alerts” switch
  • Click Save Changes to disable notifications

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Use Cases

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SaaS Companies

  • Usage-based Billing: Alert customers before they hit usage limits
  • Prepaid Credits: Notify when prepaid credits are running low
  • Service Continuity: Prevent service interruptions due to insufficient funds

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E-commerce Platforms

  • Wallet Management: Monitor customer wallet balances
  • Promotional Credits: Alert when promotional credits are about to expire
  • Payment Processing: Ensure sufficient funds for transactions

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API Providers

  • Usage Monitoring: Track API usage against wallet balance
  • Rate Limiting: Prevent service disruption due to insufficient credits
  • Customer Support: Proactive customer communication

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Best Practices

💡 Set Realistic Thresholds: Choose threshold values that provide sufficient warning time for top-ups 💡 Consider Usage Patterns: Set thresholds based on typical wallet usage and top-up frequency 💡 Regular Review: Periodically review and adjust alert thresholds based on customer behavior 💡 Multi-channel Notifications: Consider implementing email and dashboard notifications for better coverage 💡 Threshold Escalation: Set up multiple threshold levels for different alert severities