Operations

Automated Processes: Payments, Notifications, and Data Updates

Rules

Import Update Balance Logic Based on Last Payment Date Timestamp

Balance Display & Disclosures Rules

Payment and Account Balance Management in Tratta

Campaigns

Tratta Email Funnel

Tratta UTM Parameter Standardization Guidelines

Why Avoid Image-Only Emails for MVNs and Other Notices

QR Code Options for Letters

Definitions

Types of Balances

Naming conventions

Payment Portal

Customer-Facing Localization