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Configuring the action flow for payment reminder actions

Suggest edit Updated on July 1, 2021

Action flows determine the execution path for outbound actions invoked from a next-best-action schedule. As a best practice, a standard flow can be configured to be used as template for payment reminder actions.

Use the following best practices:

  • WhichChannel decision table can be utilized for determining the identified Channel
  • Select the Use associated Treatment option for email or SMS shapes within the action flow
  • To create an Outbound call in Customer service application, use Hand off shape to invoke the corresponding SOAP/REST service
Action flow designed to support Send Payment reminder use case
An action flow in App Studio designed to support a Standard collection template use
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