Unit Configs

Unit configs parameters overview.

This document provides a detailed overview of the notification templates and settings available in the Unit Configs of the Ottu platform. These configurations allow for customized communication with customers throughout the payment process.

Access Instructions

Access to the Unit Configs section is available through the Administration Panel, which can be accessed from the Ottu dashboard. To reach the Administration Panel, click on the three dots located in the top right corner of the dashboard, then navigate to the Unit section. Where Unit Configs locate under.

To add a new instance of a Unit Config, click on the Add unit config button. Then, the form with the following parameters will be displayed.

Pre-Payment Notifications

• Email Template:

  Sent when a payment transaction is initiated, informing the customer of the upcoming payment requirement.

• SMS Template:

  Dispatched alongside the creation of a payment transaction, notifying the customer about the necessity to complete the payment.

• WhatsApp Template:

  Activated once a payment transaction is set up, this alert prompts the customer on WhatsApp to proceed with the payment.

This template is designated for the Manual WhatsApp Channel. If the templates of Integrated WhatsApp Channel is configured, this template cannot be added.

Post-Payment Notifications

• Email Template:

  This template is sent after the payment process concludes, summarizing the payment outcome, either it's success, failure, cancelled, etc.

• SMS Template:

  Sent following the completion of the payment, this SMS provides a summary of the payment result.

Operational Notifications

• Email Template:

  Sent after any significant operational action is performed.

• SMS Template:

  Dispatched following any operational action, notifying relevant parties of the action taken.

Configuration and Integration

• Unit:

  Defines which Units these configurations apply to.
• Plugin :

  Defines which plugin these configurations apply to.
• Bcc emails:

  List emails to receive blind carbon copies of payment confirmations. Hold Ctrl (or Command on Mac) to select multiple.

• BCC Initiator:

  If enabled, the initiator of the transaction receives a BCC of the payment confirmation email.

• Mail From Name:

  Specifies the sender name for outgoing emails.

As long as both the Unit and Plugin are defined within the Unit Configs creation process, it is sufficient to specify the Units when creating a transaction over any plugin to assign the unit configs to that transaction.

Configuring Integrated WhatsApp Templates

• Definitions:

  • Template Name:

    This identifier is used for specific message templates within the WhatsApp Business API. It is essential for dispatching pre-approved, structured messages. When provider like Freshchat sends a message to WhatsApp, it uses the template name that corresponds to the intended message to ensure accuracy and compliance.

  • Namespace:

    This is a unique identifier associated with your WhatsApp Business API account. It serves to differentiate your templates from those of other businesses, preventing any overlap or conflicts in template usage.

  • Template Variables

    It is placeholders within a message template that allow for dynamic content to be inserted when the message is sent. These variables are used to personalize the message by including specific details, such as the customer's name, order number, transaction status, or any other relevant information.

    In the context of WhatsApp Business API , template variables are typically enclosed in curly brackets, like {{1}} or {{customer_name}}, and are replaced with actual values when the message is sent to a recipient.

• Template Name: Provided by the merchant, who creates and names templates. Then submits them to WhatsApp for approval.

• Namespace: Assigned by WhatsApp when a merchant registers for the Business API, ensuring their templates are unique and don’t conflict with others.

• Pre-Payment Template Details:

  • Template Name:

    Identifies the template used for pre-payment alerts. Check here.
  • Namespace:

    The provider-specific namespace required for the WhatsApp message. Check here.
  • Template Variables:

    Defines variables used within the WhatsApp template, like transaction.amount and transaction.customer_first_name. Check here.
• Post-Payment Template Details:

  • Template Name:

    Identifies the template for post-payment messages. Check here.
  • Namespace:

    Specifies the namespace required for these messages. Check here.
  • Template Variables:

    Variables detailing the payment outcome. Check here

In the both Template Variables for pre/post-payment, it's crucial to define all parameters within the Plugin Fields. If these parameters are not set up correctly, the notification will not trigger as intended.

• WhatsApp Auth Config:

  Configuration settings for WhatsApp integration, ensuring proper authentication and functionality.

Merchant must have a WhatsApp Business account. Additionally, all templates and their content must be approved by Meta/WhatsApp before they can be used.