Explore the functionalities of the Balance Type Tab, International Tab, Plan Notifications Tab, Account Specific Tab, B Number Tab, and Competitor Plan Match Tab within the Plan Design system.
Balance Type Tab
Location: Plan Design -> Balance Type Tab
Overview
Configure various balance types such as Monetary, Voice, Text, and Data that can be applied during plan creation.
Adding and Editing Balance Types
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Adding New Types: Use the purple
+ button to introduce new balance types.
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Editing Types: Click on an existing balance type and then the pencil icon to make changes.
Features
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Maximum Values: Set limits on how much subscribers can accumulate on their balances by checking the 'Has a maximum value' box.
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Counters and Thresholds: Add counters for notification and define thresholds for triggering notifications or blocking/unblocking balances.
Special for Data Balances
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Policy Counters: Besides the standard counters, for data balances, you can link to speed policies defined in the Network settings.
International Tab
Location: Plan Design -> International Tab
Managing International Rates
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Template Import/Export: Download and upload templates for setting international voice and SMS rates by country.
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Rate Updates: Modify the template with specific rates and re-import it to update the system.
Usage Tips
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Rate Indications: Entering
0 or leaving a cell empty sets the rate to zero. Remove rows that are not applicable.
Plan Notifications Tab
Location: Plan Design -> Plan Notifications Tab
Notification Settings
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Event-Based Notifications: Set up alerts for events like plan provision, renewal, rollover, or expiry.
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Threshold Management: Define multiple thresholds for renewal and expiry, with the ability to override settings specified elsewhere.
Account Specific Tab
Location: Plan Design -> Account Specific Tab
Friends & Family Plans
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Group Limits: Define the maximum size for Friends & Family groups, specifying how many B numbers can be included.
B Number Tab
Location: Plan Design -> B Number Tab
Free Number Lists
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Configuration: Generate lists of numbers that will be free for voice and text services, ensuring they do not incur charges.
Competitor Plan Match Tab
Location: Plan Design -> Competitor Plan Match Tab
Competitor Analysis
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Configuration: Set up comparisons between your plans and those of competitors, both locally and internationally.
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Similarity Range: Define the range of similarity as a percentage or nominal value to filter comparable plans appropriately.
This detailed guide helps you navigate and utilize various tabs within the Plan Design system, enabling effective management and configuration of plans and services