Notifications
Hi there! Welcome to Dex, Forte's latest and greatest payments application. With Dex, you can view, create, and manage all your transaction data—including customers, payment methods, addresses, and schedules—in one convenient place. You can also view and maintain your merchant account, keep track of your funding entries, resolve disputed transactions, and generate API credentials to connect Dex with your third-party applications.
Subscribing to Notifications
Dex Notifications give you the ability to keep tabs on your business by simply opening your preferred email application. Do you need to know if a transaction was declined? Need to track merchant applications that go into pending status? Want to know if and when you win or lose a dispute? By subscribing to notifications, you'll know immediately when an event occurs. This enables you to resolve issues faster and/or simply track your sales more efficiently by logging into your email account.
Dex sends notification emails to the email address you use to log into Dex (i.e., your Dex username) and only sends emails when a trigger event occurs. Trigger events are comprised of three elements: a resource (e.g., transactions, schedules, applications), an action (e.g., create, delete, sale, update), and a result (e.g., approved, success, declined). Currently, Dex supports standard notifications (i.e., available to every user of Dex) for the following commonly used resources. Each notification contains one action and one result.
Category | Event |
Disputes | • New Disputes*
|
IP Allow Lists | • Unauthorized Access |
*Merchant Admins are automatically subscribed to notifications for New Disputes and the Dispute Status Changes of Won, Lost, and Documents Needed. Users with the Dispute Manager role must subscribe to the New Dispute notification.
Subscribing to a notification is simple and can be done on any screen in Dex by completing the following steps:
- Click the Notifications icon in the upper right-hand corner of the Dex application.
- A Subscribe to Notifications Slider Modal displays on the right of your screen. Look through the notifications currently defined for your organization. NOTE: If you do not see the notification to which you'd like to subscribe, contact Forte Customer Service.
- Click the toggles (i.e., turn them green) next to each notification to which you'd like to subscribe.
- Click the Exit button to close the Subscribe to Notifications Slider Modal and return to Dex.
When a trigger event occurs, Dex emails you detailed description of the event. Notification emails do not contain sensitive data (e.g., full account numbers) and will occur immediately after the trigger event. If your email account has active junk mail filtering, you may need to add noreply@forte.net to your list of safe email addresses (if you haven't done so already).
Suspended users will continue to receive the notifications they have subscribed to.
Deleted users will no longer receive subscribed notifications once the id is set to “Deleted”.
To unsubscribe to a notification, follow the same steps as subscribing and click on the slider (i.e., turn them gray) next to each notification to which you’d like to unsubscribe.
Searching for Notifications
To search for a notification, complete the following steps:
- Access the Notifications Datagrid by clicking Manage > Notifications.
- Search for the desired notification by Name or scroll through the list that displays on the Notifications Datagrid.
Column | Description |
Name | The name assigned to the notification that describes the event. |
Status | The current status of the notification. Supported options include the following: • Active - A notification that Merchants and Partners can subscribe to. |
Category | The resource that makes up the trigger event. Currently, Dex supports the following resources for notifications: • Transactions |
Date Created | The date when Forte created this notification. |
Internal Subscribers | The number of Dex users within the organization currently subscribed to that notification. |
External Subscribers | Indicates whether this notification has non-Dex subscribers, such as customers or vendors. |
Type | The type of notification. Supported options include the following:
|
Viewing the Details of a Notification
Notification emails enhance and automate communication between Forte and our customers by alerting our Merchants and/or Partners about the result of an action on a specified resource. All notifications—whether custom or standard—require a trigger event that initiates the email. Trigger events are comprised of three elements: a resource (e.g., IP Allow Lists or disputes), an action (e.g., dispute status changes, unauthorized access), and a result (e.g., accepted, fulfilled, expired). Currently, the following trigger event combinations are available for standard notifications:
Column | Description |
Disputes | • New Disputes* ◦ Accepted |
IP Allow Lists | • Unauthorized Access |
*Merchant Admins are automatically subscribed to notifications for New Disputes and the Dispute Status Changes of Won, Lost, and Documents Needed. Users with the Dispute Manager role must subscribe to the New Dispute notification.
Notifications are email templates for common trigger events (e.g., New Dispute). These notifications use generic, dynamic fields in the body of the email, so that all of our Merchants and/or Partners can subscribe to the same event, but receive notification emails that contain values applicable to only that Merchant or Partner organization.
To view the details and configuration of a notification, complete the following steps:
- Access the Global Notifications Datagrid by clicking Manage > Notifications on the Dex main menu.
- Search for the desired notification by Name or find it by scrolling the Notifications Datagrid.
- Click the row on which the desired notification displays. The Notification's Details Screen displays.
The following table describes what each data card on the Notification's Details Screen displays:
Card/Tab | Parameter | Description |
General | Status | The status of the notification. Supported values include the following: • Active |
Name | The name given for the notification template. | |
Category | The resource this notification describes. Supported values include the following:
| |
Event | The action that occurs to the resource which triggers the notification. For a list of available trigger events for each resource, see the table above. | |
Organization Type | The type of organization that can view and subscribe to this notification. Supported values include the following: • Merchant | |
Date Created | The date that Forte created the notification template. | |
Last Updated | The date when Forte last updated the notification template or configuration. | |
Template | The email template containing dynamic text fields. | |
Subscribers | The total number of internal and external subscribers to this email notification. NOTE: Forte Corporate users must access the merchant or partner home organizations to view the subscriber list. | |
History | For corporate users, this tab displays the history of the notification, including when it was created and updated. For merchant and partner users, this tab displays the subscription history of this notification. | |
Creating Payment Status Notifications
Payment status notifications are emails sent to merchant users and customers for specific transaction events. You can use this feature to notify customers about payment statuses and track payment statuses.
There are three sections to the payment status notifications.
- Event and Locations
- Email Template
- Review and Launch
NOTE: You should deactivate any notifications already created in the Virtual Terminal (VT) to avoid duplicity.
To create a payment status notification:
- Navigate to the Notifications Datagrid (Manage > Notifications).
- Click the Create New button in the upper right-hand corner of the screen. The Create New Notification modal displays, defaulted to the Events and Locations section.
Events and Locations Section
-
- The name of the notification defaults to New Notification followed by the date. You can change the notification title by clicking the Edit (pencil) icon.
- Use the drop-down menu to select a Category field. The field defaults to Transactions.
- Use the drop-down menu for the Event field to select the action and result that will trigger the notification email. The available events are:
- Sale Approved
- Sale Declined
- Refund/Credit Approved
- Refund/Credit Declined
- Schedule Created
- Upcoming Schedule
NOTE: All locations under the merchant organization are automatically selected.
- After completing the Event and Locations section, click Next. The Email Template page appears.
Email Template Section
- Complete the following fields using manually entered email addresses or choosing from the drag-and-drop fields to the right.
- Reply To
- To
- CC
- BCC
1. Complete the Subject field. You can change the default message by entering yours into the field.2. Complete the Message section by adding a logo to personalize the message, and customize the default message using the drag-and-drop fields or manually entering your message.
NOTE: To return to the default message, click Reset To Default or click Preview to view your message before moving to the next section.
3. Optional: To include a PDF receipt, click the Include transaction receipt as an attachment checkbox. These receipts are available for: Sale Approved
-
- Sale Approved
- Sale Declined
- Refund/Credit Approved
- Refund/Credit Declined4.
4. When the message is complete, click Continue To Review to go to the Review and Launch page.
Review and Launch Section
- Check the email configuration before sending the notification.
- Use the Edit buttons to make any changes.
- Click Launch Notification.
Editing and Deleting Payment Status
Notifications
After the notification is sent, you can view it in the Notifications Datagrid. You can edit or delete the notification from the datagrid. You can also delete the notification within the Edit Notification and Notification Detail views using the Action button at the top right.
To edit the notification:
- Click the ellipsis to the right of the notification you wish to edit.
- Click Edit Notification.
- Make any changes to the title or Email Template.
- Click Save Changes.
To delete the notification:
- Click the ellipsis to the right of the notification you wish to edit.
- Click Delete Notification.
- Confirm by clicking Delete.
NOTE: You cannot recover deleted notifications. Click the red X at the top right of the Delete Notification pop-up window to exit the modal without deleting.