Real-World Example
Jane misses a step after receiving a campaign message. The portal creates a scheduled follow-up. Each morning, the scheduled communication command checks whether the follow-up is still valid, sends it if allowed, or removes it if the condition is already resolved.
Visual Flow
Automated Lifecycle Messages
Automated templates can notify consumers about new offers, counteroffers, pending responses, scheduled settlements, payment plans, failed payments, gift payments, and new EcoMailbox messages.
Payment-plan and scheduled-settlement reminders may be sent 3 days and 1 day before the current due date. If the payment date changes, future reminders must use the updated schedule.
Every automated message must follow the consumer’s Communication Profile, channel permissions, and opt-out state.
How It Should Work
- It should send scheduled follow-ups only while the triggering condition still applies.
- It should use the latest payment or settlement schedule when calculating reminders.
- It should stop follow-ups for deactivated, expired, resolved, or opted-out consumers.
- It should increment send counts and calculate the next send time consistently.
How It Should Not Work
- It should not keep messaging consumers after the account condition is resolved.
- It should not ignore unsubscribe or communication permissions.
- It should not repeatedly send follow-ups beyond the configured expiration rules.
Last modified on August 27, 2026
