Messaging

Messaging

The Payer Portal has support for communicating with the Payer using the Messaging functionality.

Inbox

From the Collections > Portal > Inbox menu item in the product, it is possible to view all messages sent through the portal, as well as filter by Group.

The user will be presented with an Inbox listing all the messages recieved, with the option to show only unread messages enabled using the “Show only unread” toggle.

Clicking on a message will present the user with the complete message thread, and provide the option to reply by clicking the “Reply” button. Replying will present the user with a modal dialog in which text can be entered, and the message will be sent to the Payer, along with an email informing that a secure message is available to view in the Payer Portal.

Payer Inbox

Navigating to Collections > Payers, clicking on a Payer to navigate to the Edit Payer Page which includes a tab for “Direct Messages”, which includes a filtered inbox showing all communication between the Payer and the Customer, and allows new messages to be sent to the Payer, along with an email informing that a secure message is available to view in the Payer Portal.

Send Bulk Messages

From the Collections > Portal > Send Bulk Messages menu item, it is possible to send a messages to all Portal-enabled Payers belonging to the Customer. The recipients can be filtered by group using the drop down “Group” control.

Messages sent using the Send Bulk Messages functionality appear in the Payer’s Portal inbox, and an email is sent informing that a secure message is available to view in the Payer Portal.