Use case · Transactional messaging

Receipts, reminders and codes that always arrive.

A one-time code or an order update is never marketing, so it must never wait behind a frequency cap. Edverix sends transactional messages through a dedicated endpoint, personalised from the same templates and written to the same delivery log.

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Runs on

3 modules

  • Messaging Channels

    Mobile push, web push, in-app, inbox, email, SMS, WhatsApp, RCS, on-site and webhooks, with no margin on delivery.

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  • Delivery Governance

    Frequency caps, quiet hours, suppression, send-rate throttling, a blast-radius ceiling and a delivery log that explains every miss.

    Explore Governance

  • Data Platform & Warehouse

    Real SQL over raw events, on-demand export, warehouse sync, real-time streaming and a self-hosted option.

    Explore Data platform

How it runs

The same play, in the industries where it matters most.

Each example is a trigger on your own events, an action through your own providers, and a number you can hold it to. The industry page shows the rest of that vertical's plays.

FromFintech & BFSI

Repayment reminders

  1. Trigger

    emi_due from your core system, contextual to the loan id

  2. Action

    SMS seven days before, push two days before, exit on payment_received for that loan only

  3. Proof

    On-time payment rate by reminder path

FromSalons, Spas & Booking

Appointment reminders

  1. Trigger

    booking_confirmed, wait until 24 hours before the slot

  2. Action

    SMS reminder with reschedule link; branch on no reply to send a push two hours before

  3. Proof

    No-show rate by reminder path

FromMarketplaces & On-demand

Order stuck

  1. Trigger

    request_created with no provider_assigned within the SLA window

  2. Action

    Transactional status update to the buyer; webhook to operations; branch on assignment

  3. Proof

    Cancellation rate for delayed orders

FromE-commerce & D2C

Post-purchase

  1. Trigger

    order_completed, then delivery_confirmed from your OMS via the server API

  2. Action

    Rating primer in-app; review request by email three days later; exit the journey on review_submitted

  3. Proof

    Review rate and NPS response rate

FromB2B SaaS & Product Teams

Trial ending

  1. Trigger

    trial_ending in five days, computed attribute active_members above two

  2. Action

    Personalised email with the account's own usage; transactional reminders bypass caps

  3. Proof

    Trial conversion against control

Related industries

Where this use case does the most work.

Each page names the events that matter, the plays that run on them and the reports the team lives on.

Fintech & BFSI

KYC completion, contextual journeys per product, compliance and consent.

See the plays

Salons, Spas & Booking

Unfinished bookings, no-shows, rebooking cadence and slot fill.

See the plays

Marketplaces & On-demand

Two-sided activation, order completion, supply alerts and repeat usage.

See the plays

E-commerce & D2C

Cart recovery, browse abandonment, replenishment and win-back on one profile.

See the plays

B2B SaaS & Product Teams

Account-level lifecycle, product notifications, digests and org policies.

See the plays

FAQ

Questions about transactional messaging.

Anything not answered here is a demo call away.

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Do transactional messages respect frequency caps and quiet hours?

No, by design. They use a dedicated endpoint that bypasses caps and quiet hours, because a one-time code or an order update is never marketing. The delivery log labels them as transactional.

Can transactional and marketing messages share templates?

Yes. The same versioned templates, tokens and fallbacks apply, and the automated QA pass runs before every send, so a receipt is personalised as carefully as a campaign.

How do we trigger a transactional send?

From your backend with a single API call that names the template and the profile, or from a journey node when a business event such as emi_due or booking_confirmed arrives through the server API.

More use cases

PreviousRetention and win-backNextProduct notifications

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See transactional messaging on your own events.

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