Scotify Solutions eliminates the bloated, restrictive character packages enforced by legacy CRM platforms. Instead, your text messages, email dispatches, automated phone lines, and calling minutes operate on a highly efficient, pay-as-you-go System Utility Wallet. You only pay for the exact volume of data your marketing and sales teams actually consume.
To keep your automated workflows running continuously without manual monitoring, your wallet utilizes a secure, self-replenishing buffer system. This guide walks you through setting up your wallet balance, tweaking your automatic reload thresholds, and tracking every micro-transaction inside your audit logs.
The Automated Wallet Replenishment Cycle
The System Utility Wallet acts as an inline financial filter. When communication actions run, they draw directly from your prepaid credit balance. The moment those credits cross below a specific safety limit, our billing script automatically tops up your account:
1. Configuring Your Auto-Reload Settings Step-by-Step
Adjusting your wallet triggers prevents delivery pauses during high-volume marketing campaigns while keeping your bank statements completely predictable.
Open the System Wallet Portal 1 min.
Log into your Scotify Solutions sub-account dashboard. Scroll to the bottom of the left-hand navigation sidebar, click the Settings (gear icon), and select the Billing tab. Click on the Wallet & Credits sub-drawer block.
Establish Your Minimum Trigger Threshold 2 min.
Locate the input field labeled "When balance drops below...". This sets your safety buffer. For small businesses, setting this to $10 is standard. For enterprise agencies executing large database text message drops, scale this to $20 or $30 to ensure your delivery pipeline never stalls out mid-blast.
Select Your Targeted Re-Up Injection Amount 1 min.
Locate the input field labeled "Charge my card for...". This defines the exact dollar amount billed to your primary credit card when your safety buffer triggers. Select a volume that matches your weekly usage (e.g., $25, $50, or $100).
Authorize and Lock the Automation Logic 1 min.
Toggle the master Auto-Recharge switch to On. Review your threshold parameters for clarity, then click the blue Save Wallet Settings button to lock in the background logic.
2. Reading the Real-Time Transactions Ledger
Directly beneath your wallet control panel lies the Live Transactions Ledger. This transparent tracking grid catalogs every penny drawn down by your sub-account, broken down horizontally across individual data streams:
| Transaction Type | Billing Engine Charge Rate Matrix | Internal Operational Audit Trigger |
|---|---|---|
| Outbound SMS | Calculated per segment (approx. 160 standard characters). | Tracks message compliance and monitors team outreach volume. |
| Outbound Email | Calculated per individual inbox delivery dispatch. | Audits large marketing newsletters and cold outreach sequences. |
| Voice Call Minutes | Calculated incrementally per connected phone dial or transfer. | Reviews sales representative talk times and phone system costs. |
| Phone Number Rentals | Fixed monthly subscription deduction per active tracking line. | Helps clean up unused local phone extensions or dead ad lines. |
To audit your expenses, use the filter checkboxes at the top of the ledger grid. You can filter by date range, specific team member usage, or communication type, then click Export to CSV to hand a clean spreadsheet off to your accounting team.
The A2P 10DLC Carrier Filtering Safeguard
Carrier Delivery Compliance Notice: Protecting Outbound Text Flows
If your transactions ledger shows that money is being deducted for text messages, but your contacts are reporting that they aren't receiving them, your local phone number is likely being filtered by major telecommunication networks.
Under modern carrier regulations, all business sub-accounts must be verified via the A2P 10DLC Compliance Registry. Sending marketing or sales text messages without an approved brand profile signals to carrier networks that your messages are potential spam. This results in immediate filtering, meaning you still pay the carrier transaction fee even though the message is blocked. To resolve this, navigate immediately to Settings > Phone Numbers > Trust Center to complete your corporate verification profile.
Troubleshooting & FAQ
Why did my wallet trigger three small reloads in a single afternoon?
This occurs if your Re-Up Injection Amount is set too low relative to your active campaign volume. If you launch an automated email newsletter to 5,000 contacts or blast an SMS promo to a large Smart List while your reload amount is set to a minimal $10, the system will burn through those credits within minutes, triggering multiple back-to-back credit card charges. To fix this, scale your reload settings upward (e.g., set it to recharge for $50 or $100) to simplify your bank statements.
What happens to my running workflows if a wallet charge fails or my credit card expires?
The exact millisecond a wallet reload fails, the platform activates a communication freeze. Outbound text messages, automated workflow email dispatches, and incoming/outgoing phone dialers are temporarily paused to protect your account from running a negative balance. However, your visual funnels, web forms, and customer data captures remain 100% live. The moment you update your payment profile card, the wallet reloads successfully and your communications resume instantly.