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Threshold notifications on credits and commitments can power entitlement, upsell use cases, and more. For example, for some business models where PayGo customers must prepay for all usage and cannot pay in arrears, customers should be cut off from further using the product if there’s no remaining credit or commit balance. Threshold notifications are just one of the many mechanisms Metronome provides to manage access to your product. It’s also useful to know when a customer has almost exhausted their commitment so that sales can drive renewal or upsell conversations. For example, if 90% of the commitment was used in the first few months of a year-long contract, it benefits both parties to renegotiate and increase the size of the commitment. Metronome supports notifying on credit and commit remaining balance, percent remaining balance, and days remaining. Metronome supports using custom fields to filter notifications down to a subset of commits or credits. For example, to add a threshold notification for a customer that fires when their free trial credit is fully consumed:
  1. Add a credit_type custom field to the credit entity and set the relevant value on each object. For example, free_trial.
  2. Navigate to Notifications > click Add Notification.
  3. Name the notification.
  4. Select the Contract credit balance notification type and enter a $0 value.
  5. Click Advanced filters > select credit_type as the custom field key and enter free_trial as the value.
  6. Select the customers to whom this notification should apply.