Credit Reminders
Credit Reminders is an background job that will determine which locations will run out of credits next week if:
- current available credits - last week's credit usage < 0
A CSV report will be created and sent to business team to follow up.
- Company ID
- Location ID
- Company Name
- Location Name
- User ID
- Contact Number
- Full Name
- Available Credits Past
- 1 Week Credits Usage
- Location Deduction Enable
- Credit Usage Period Start
- Credit Usage Period End
Flow
Business decide which companies should receive reminders by setting is_credit_reminder_sendable via Portal for each company.
The background job will only use this to determine if it should send the Clevertap event.
- which in turn will send the email to the Portal user
Gotchas
Duplicate company name in credit topup remidner.
When sending reminders, we need to send to a person. In JodGig, multiple users can be linked to a single company.
| Company ID | Location ID | Company Name | Location Name | User ID | User Type |
|---|---|---|---|---|---|
| 166 | 0 | Institute of Mental Health | 72457 | SUPER_HQ_EXTERNAL | |
| 166 | 0 | Institute of Mental Health | 36158 | HQ | |
| 166 | 0 | Institute of Mental Health | 72101 | SUPER_HQ_EXTERNAL |
In the scenario above, we can see the IMH has 3 users, with 2 different roles.
- we will send the email reminder to all the unique users in effort to reduce negative credits.