How Contact changes affect Subscriptions

Contacts and Subscriptions are closely linked in Payreq Delivery.

A Contact contains the customer or account information Payreq uses to identify who a document belongs to. A Subscription records that a customer, agent, or mailbox has chosen to receive documents digitally for that Contact.

When Contact information changes, Payreq uses the updated details to identify Subscriptions that need to be reviewed. This article explains two important ways Contact changes can affect Subscriptions:

• Name changes that cause active Subscriptions to be flagged Deregister?
• Automatic Subscription updates for agents whose Subscriptions you manage on their behalf (Mailer-managed)

Checking name changes on active Subscriptions

In some cases, a Contact update indicates that the customer or account holder name has changed.

For organisations such as local government, where the unique identifier is maintained for the property, this can identify instances where ownership has changed and an existing digital Subscription may no longer belong to the current owner.

Payreq flags these Subscriptions as Deregister? to prevent documents from being sent to the previous owner.

For the process of reviewing and actioning these, see Managing "Deregister?" Subscriptions.

Keeping Mailer-managed agent Subscriptions up to date

Agents, such as property managers who receive documents for the properties they act for, can have their Subscriptions kept current in one of two ways:

• Self-managed: the agent maintains their own Subscriptions, subscribing and unsubscribing properties themselves as their portfolio changes.
• Mailer-managed: you keep the agent's Subscriptions current for them, once the agent has authorised you to do so. This is keyed off a Group Code (also called a Notice ID).

Contact updates drive the Mailer-managed model. Where an agent's account carries an authorised Group Code or Notice ID, updating your Contacts automatically keeps that agent's Subscriptions in step with your records, so you don't subscribe or unsubscribe each property by hand. Self-managed Subscriptions are not affected, because the agent maintains those directly.

For the Subscription type itself, see Group (agent) Subscriptions. The Mailer-managed arrangement is set up under Settings > Authorisations; a separate guide, Understanding Agent Authorisations, covers how to request and manage it.