Blockpass KYC Connect helps you easily communicate with your users throughout the Know Your Customer (KYC) process. This means you can send messages directly to them whenever you need to:
- Reject an attribute (like a blurry picture)
- Approve their application
- Take any other action
Please be aware that these message settings primarily apply to manual KYC verification.
If your service utilizes the Blockpass Basic KYC Bot or Advanced KYC Bot for automated actions, it will use its pre-programmed messages to remediate profiles (fix issues). These messages cannot be directly customized through the dashboard settings.
If you'd like to modify the Bot's default messages, contact Blockpass support directly at support@blockpass.org.
Setting Up Messages
To create, edit, or update messages, follow these steps:
- Click the dropdown menu in the top left corner of your KYC Connect dashboard.
- Select "Change Settings".
Status Updates (Beta)
These short messages appear to the user when they login to their Blockpass identity and see their KYC submission to your service (as shown below).
Default email messages based on KYC Status
The following default email messages are sent based on the user's KYC status:
Message sent to users | |
Waiting For Review | |
In Review | |
Approved |
The `Reviewer optional message` can be customized (see the Reviewer Message section below) |
Blocked |
The `reason given was` can be customized (see the Reviewer Message section below) |
Configurable Email Messages
The Reviewer Messages section allows you to configure the default email messages and add your own customised responses.
You can:
- Add, edit, or remove pre-written messages for different situations.
- Allow operators to write custom messages directly when verifying a profile.
Upon sending a customized message, users will receive it via the notification email.
Reference - Reviewer Messages template
Blockpass provides pre-written messages for your reference and allows you to modify them to suit your needs. Here are some examples:
-
Approved: "Your profile has been reviewed and accepted."
-
Reject Attribute:
- "Picture Clarity Issue: The submitted picture is slightly blurry. Please submit a clearer picture for a smooth verification process."
- "Information Verification: Inconsistencies have been detected between profile information and the ID document. Please ensure that the data matches exactly."
-
Reject Profile:
- "Some fields have been rejected. Please see details." (pre-written message)
- "Action Required: We have encountered issues with your submission. Please review the details for further instructions." (custom message)
Test the Updated Messaging System
We recommend you submit a test application through your Blockpass KYC Connect dashboard to ensure the new message system works correctly. This will allow you to see if the messages are being sent as expected.
If You Encounter Issues
If you don't get the expected messages during your test, don't hesitate to contact Blockpass support. You can reach us directly by email at support@blockpass.org or the support form.
Comments
0 comments
Article is closed for comments.