Introduction
This article provides a step-by-step guide on how to manage and top-up credit in Eber. Managing credit ensures uninterrupted access to services such as SMS notifications, OTP verifications, SMS marketing campaigns, and third-party reward redemptions. It covers enabling auto top up and manually topping up credit. You can maintain a credit balance in multiple currencies, ensuring the appropriate currency is used when using the service. Access to credit page is restricted to only users with the Owner role.
Auto Top-Up Credit
Auto top-up credit is a feature that helps replenish your credit balance automatically when it falls below a specified threshold. This ensures you have sufficient credit for on-demand services without manual intervention.
Key Benefits of Auto Top-Up
Prevents service interruptions by maintaining a continuous credit balance.
Reduces manual effort with automated top-up processes.
Allows customization of thresholds and top-up amounts.
Prerequisites
A valid payment method added to your account.
Ensure your payment method has sufficient funds and is not expired.
Steps to Enable Auto Top-Up
Navigate to your XM account and click on your logo at the bottom left of the XM dashboard.
Select Billing & Credit from the menu and click on Credit link.
Under the Credit section, select Manage Card.
Add your card details if not already done.
Click Set Auto Topup for Service [For SMS] or Cash credit.
Turn on the Auto Topup toggle.
Set the minimum balance threshold that triggers the top-up and the amount to top-up.
Choose your card in the Topup Card Selection.
Click Save to apply the settings.
Adjusting or Disabling Auto TopUp
To adjust settings, modify the thresholds or top-up amount.
To disable, turn off the Auto Topup toggle.
What to Do if Auto TopUp Fails
Update your payment method to ensure validity and sufficient funds.
Attempt a manual top-up or contact your bank for assistance if the card is declined.
Manual Top-Up Credit
For businesses that prefer manual top-up, it is essential to regularly monitor your service credit balance and estimated local SMS messages left under SMS credit section. This proactive approach helps prevent service disruption, such as SMS campaign interruptions due to insufficient credit or failed OTP deliveries that may cause inconvenience to members.
Steps to Enable Manual Top-Up
Navigate to your XM account and click on your logo at the bottom left of the XM dashboard.
Select Billing & Credit from the menu and click on Credit link.
Under the Credit section, select Manage Card.
Add your card details if not already done.
Click One Time Topup for Service [For SMS] or Cash credit.
Select the topup amount and click Topup to proceed.
After successful payment, your credit balance should reflect the updated one-time top-up amount. If it does not update immediately, refresh the page or check your transaction history.
Additional Notes
Ensure your payment method is valid to avoid failed payments.
Monitor your credit balance regularly to prevent interruptions.