Operational Notifications - Automated Communications
Moving funds within the U.S. banking system requires communication. As just one example, federal Regulation E requires consumers to receive clear, readily understandable disclosures relating to the terms and conditions of Electronic Funds Transfer services. Among other things, these disclosures help ensure that customers stay informed about the types of transfers available, the fees and charges that may relate to services provided, and the appropriate maintenance of customer information.
Previously within the Dwolla Platform, our API Clients were solely responsible for notifying their customers with automated emails, which meant spending time to build out the means to do so.
From a technical side, this was generally achieved by first subscribing and listening to webhooks. From there, Clients would process each webhook and use a transactional email service such as Sendgrid or Mandrill to push an email to the end-user.
From a non-technical side, the email copy needed to be approved by our legal team to ensure that all the required information was included in each email template.
Rather than Clients spending a full sprint (or more) to tackle and build out a way to simply send email notifications to end-users, Dwolla has now simplified the email notification process.
Operational Notifications is Dwolla’s answer to help our API Clients keep their focus on sending money, and less so on sending emails.
This improvement helps in two ways. First, Operational Notifications helps abstract away work from our API Clients’ development teams. Rather than spending weeks building out the services to send emails, they can now use this time to build revenue-generating features for their applications. As a cascading effect, this also means that API Clients can go live with the Dwolla API quicker.
Operational Notifications FAQ
As a developer, what do I need to do to take advantage of this when integrating with the Dwolla API?
- Nothing. We still recommend creating a webhook subscription to track important events occurring within your application, but there is no need to utilize these webhooks to trigger emails with a transactional email service.
What do you require for these Operational Notifications?
- Email Address - The email address that you want displayed in the “from” section (note this will have a @dwolla domain, but replies will go to the ‘reply-to’ email address)
- Reply-to Address - The email address your company will specify to receive replies
- Logo - A branded image from your company to display at the top of the email content
- Accepted file type for logo - JPG, GIF, PNG
- Recommended resolution - 4:3
- Recommended width - 135 pixels
- Logo Link - A link where a user is brought to if they click on your logo (typically your main website)
- Address - The physical address that will display in the email footer (defaulted to the address on your master account)
- Support Phone* - The phone number that will show up in the support section (*conditionally required – only one support method is required)
- Support Email Address* - The email address that will show up in the support section (*conditionally required – only one support method is required)
Can I test Operational Notifications in the Sandbox environment?
- Yes, although we do not have this functionality turned on as a default setting. You can reach out to our team to turn this on for your sandbox account. We will require the information above prior to enabling.
- It’s important to note that these emails will actually be sent in the sandbox environment. For this reason, we do recommend using email addresses that you directly own to avoid sending someone a
transfer createdemail when it’s just in the sandbox environment.
If you don’t want to use Operational Notifications, can I still create my own emails and send them through another transactional email service?
- Yes, this is acceptable, however, it will need to be vetted with your Integration Manager.
- You will need to submit your email template copy to our team for legal review, as the emails must contain the required information as outlined in federal regulations.
- Once legal-approved, you can then use these copy templates.