Managing Contacts in Payreq Delivery

Responsibility for managing Contacts

Contacts can only be managed by users who have the appropriate permissions in Payreq Delivery.

Depending on your organisation’s setup, Contacts can be managed by:

• Authorised users within your organisation
• A mailhouse or print service provider acting on your behalf
• An automated integration from your billing or source system

If you cannot see the Contacts tab or cannot add, edit or import Contacts, contact your organisation’s Payreq Delivery administrator.

Frequency of Contact updates

Contacts should be updated whenever a document is issued for that account, regardless of whether it is being delivered digitally or printed & posted. This ensures that the Contact information is current should the recipient of a physical notice wish to subscribe for digital delivery.

Contacts can also be updated any time outside of scheduled billing or payroll runs. Updating Contacts more frequently - especially for accounts issued quarterly - can make it easier to manage any Subscriptions that are flagged Deregister? for review.

How Contacts are updated

Contacts can be added or updated in several ways:

• In the Payreq Delivery console
• SFTP 
• Via the Payreq API

The best method depends on how your organisation manages customer data. Manual and CSV updates in the console are usually suitable for one-off or smaller bulk updates. SFTP and API updates are generally best to ensure Contact data is maintained automatically without relying on file manipulation.

Good Contact management practices

To keep Contacts accurate and reduce subscription or delivery issues:

• Keep Contact data consistent with your billing or source system
• Investigate subscriptions that appear in the Deregister? view
• Confirm that automated Contact files are being supplied and processed as expected

Clean and consistent Contact data helps Payreq Delivery match customers correctly and deliver documents with confidence.