Payment Reminder

Hi All,

I am trying to create a canvas that will send payment reminders for user who have booked an appointment and have not yet paid. It should send a message 24 before the appointment date if payment has not been made. I need to make sure that the reminder is only sent to that specific appointment with the payment pending (the user can have multiple appointments booked - some paid, some not).

I am passing one custom event for appointment_reserved and properties for user_id and booking number (appointment_uuid). I have another custom event for appointment_paid and properties for user_id, booking_number and amount.

I created a triggered canvas that will fire based on appointment_reserved. In the canvas, I added a Delay step and set it to wait until 24 hours before the appointment.

Then a added an Action step checking if there is an appointment_paid (custom event) for that specific appointment_uuid (property). If yes, the user exits the canvas, if not, he receives the Payment Reminder message.

This is not working, and I am pretty sure I am setting this up incorrectly in the Action step.

Could anyone please help?

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Comments

TedScott

Hi,

You will need to do this in a campaign not a canvas (using the same event as exit/reentry does not work as expected in canvas). Sent appointment_reserved as entry and exit, appointment_paid as exit.

Note: This will not work for multiple appointments with multiple payment statuses, the most recent appointment_reserved will be the basis of the message the next day and any appointment_paid will stop the messaging until another appointment_reserved is received.

If you need to support multiple appointments with multiple payment statuses per customer, the most direct way to do this is to orchestrate this outside of Braze and send a new event to Braze API "appointment_unpaid" used to trigger a message.

Manoj__

Instead of using the delay step use the action step and use the evaluation window as your delay duration.

this way users will wait until your delay duration in action path and if they receive the event "appointment_paid" they will exit the canvas otherwise they will receive the message.

jhd

Thank you so much for your replies. I was able to accomplish this by using Context, which is great! I needed to set up a canvas, because this is a journey with multiple steps and scenarios. And yes, one user can have multiple appointments and cancellations.