Deposit strategy

Use deposit strategies to set rules on deposit amounts and on which customers they are presented to in a hosted deposit, based on currency, customer segmentation (tags), or prior deposit behavior.

To learn more about how the hosted deposit works, see Hosted deposit workflow.

Create a deposit strategy

Use this process to create a deposit strategy using the Rebilly UI. To create a deposit strategy using the Rebilly API, see Create a deposit strategy.

1. In the left navigation bar, press Settings .
2. In the Payment forms section, press Deposit.
3. Press Deposit strategies.
4. In the right of the screen, press Create deposit strategy.
5. In the Name field, enter a value.
6. Optionally, to add filters, in the Filters section, press the Add filters, then select a filter type and enter filter values. You can add multiple filters.
7. In the Amounts section, in the Calculator dropdown, chose one of the following calculator types:
   • Percent: Presents amounts that are calculated based on the sum of percentage increment amounts from the base amount. For example, if the base amount is 50 and increments are 10, 20, the displayed amounts are: 50, 50 + 10% = 55, and 50 + 20% = 60.
   • Absolute: Presents amounts that are calculated based on the sum of increments to the base amount. For example, if the base amount is 50 and increments are 10, 20 and 30, the displayed amounts are: 50, 60, 70 and 80.
8. In the Base amount field, enter a value from which presented amount increments are based.
9. Optionally, to adjust the Base amount to the last deposit of the customer, press Adjust base amount to last deposited amount checkbox.
10. In the Increment of field enter the values to use in the calculation of presented amounts. At least one value is required. To add more than one increment, press Add another increment.
11. Optionally, to configure custom restrictions on the amounts that your customer can deposit, in the Custom amounts section, select the Allow custom amount checkbox and define custom amounts.
    The calculation of the amounts is: Min. amount + Increment by multiples of, until the Max. amount is reached. For example, if Min. amount is 10, Increment by multiples of is 5 and Max. amount is 30, the displayed amounts are: 10, 15, 20, 25, 30.
12. Press Save deposit strategy.

Manage deposit strategies

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

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