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Deposit amount strategies
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Deposit amount strategies ExperimentalThis feature is experimental and may change.

Use deposit amount strategies to define the amounts presented to the customer in a deposit form, based on currency, customer segmentation (tags), or prior deposit behavior.

If more than one deposit amount strategy applies to a deposit request, the deposit amount strategy with the greater priority value is applied. If a deposit amount strategy is specified when a deposit request is created, it overrides the priority and filter based selection process.

To integrate a deposit form into your website you need developer support. For more information, see Deposit form integration.

Create a deposit amount strategy

Use this process to create a deposit amount strategy.

  1. In the left navigation bar, press Settings .

  2. In the Payment forms section, press Deposit amounts strategies.

  3. In the right of the screen, press Create deposit amount strategy.

  4. In the Name field, enter a name for the deposit amount strategy.

  5. Optionally, to apply conditions on when the deposit amount strategy is applicable:

    1. In the Filters section, press the Add filters.
    2. Select a filter type and enter filter values.
      For example, to apply the deposit amount strategy when the deposit request currency is USD, use 'Deposit request > Currency' is in 'USD - US Dollar'.

  6. In the Amounts section, in the Calculator dropdown, choose one of the following calculator types:

    • Percent: Calculates amounts to display by adding percentage increments to the base amount.

      Percent calculator example
      • Base amount: 50,
      • Increments: 10, 20
      • Displayed deposit amounts: 50 (base), 55 (base + 10%), and 60 (base + 20%).

    • Absolute: Calculates amounts to display by adding fixed increments to the base amount.

      Absolute calculator example
      • Base amount: 50,
      • Increments: 10, 20, and 30,
      • Displayed deposit amounts: 50 (base), 60 (base + 10), 70 (base + 20), and 80 (base + 30).

  7. In the Base amount field, enter the first amount for your deposit strategy. Deposit increments are based on this amount.

    Base amount example
    • Base amount: 100 USD,
    • Increments, in percentages: 25 and 50,
    • Displayed deposit amounts: 100 USD (base), 125 USD (base + 25%), and 150 USD (base + 50%).

  8. Optionally, to adjust the Base amount to the customer's most recent deposit amount, press Adjust base amount to last deposited amount checkbox.
    For example, if the customer's most recent deposit amount is 100 USD, this setting adjusts the base amount to 100 USD.

  9. In the Increments field, enter values to use in the calculation of displayed amounts. Increments are applied to the base amount and at least one value is required. To add more than one increment, press Add another increment.

    Increments example
    • Base amount: 100 USD,
    • Increments, in absolute amounts: 25 and 50,
    • Displayed deposit amounts: 100 USD (base), 125 USD (base + 25), and 150 USD (base + 50).

  10. Optionally, to configure custom restrictions on the amounts that your customer can deposit, such as minimum and maximum amounts:

    1. In the Custom amounts section, select the Allow custom amount checkbox.
    2. In the Minimum amount field, enter the minimum amount the customer can deposit.
    3. In the Maximum amount field, enter the maximum amount the customer can deposit.
    4. In the Increment by multiples of field, enter the value to use in the calculation of allowed deposit amounts. Amounts are calculated from the minimum amount, increasing by the increment value until the maximum amount is reached.

  11. Press Save deposit amount strategy.

Set priority of deposit amount strategies

Use this process to set the priority of deposit amount strategies.

When more than one deposit amount strategy is applicable to a deposit request, the one that is higher in the list is applied to the deposit request.

  1. In the left navigation bar, press Settings .
  2. In the Payment forms section, press Deposit.
  3. Press Deposit amount strategies.
  4. On the left of a deposit amount strategy, press and hold , then drag and drop the strategy to a new position in the list.
  5. Arrange deposit amount strategies in the order of priority. The higher the strategy is in the list, the higher its priority.

Activate or deactivate deposit amount strategies

Use this process to activate or deactivate deposit amount strategies. If a deposit amount strategy is deactivated, it is not applied to deposit requests.

  1. In the left navigation bar, press Settings .
  2. In the Payment forms section, press Deposit.
  3. Press Deposit amount strategies.
  4. On the left of a deposit amount strategy, turn on or off the Status toggle.

Manage deposit amount strategies

Use this process to copy, edit, or delete deposit amount strategies.

  1. In the left navigation bar, press Settings .
  2. In the Payment forms section, press Deposit.
  3. Press Deposit amount strategies.
  4. Select from the following:
    • Make a copy of a deposit amount strategy: On the right of a deposit amount strategy, press .
    • Edit a deposit amount strategy: On the right of a deposit amount strategy, press .
    • Delete a deposit amount strategy: On the right of a deposit amount strategy, press .
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