Add a SRT Routing Rule

You can add a Success Rate Based Routing (SRT) involving single or multiple payment methods. This section describes how to add a routing rule with examples.

Add a rule for Net Banking

  1. Select the Routing Rules tab on the Maximizer Dashboard.

    The Routing Rules tab is displayed similar to the following screenshot (without any existing rules).

  1. Click Create rule now.

The Create Custom Rule page with the Rule Configuration screen is displayed.

  1. Select the Netbanking tab.

The Netbanking tab is displayed.

  1. Click the Select Payment Type drop-down list select the banks for which routing rules.

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Note:

If you have already created a routing rule for a bank or with the same combination (if any active rule exists) on the Netbanking tab (in this example), an error message similar to the following is displayed. This holds good for all payment options including Cards, Wallets (wallet) or UPI (UPI provider) tab too.

  1. Click Next after you have selected the banks for Net Banking routing.

The Payment Aggregator screen is displayed.

  1. Select Success Based Routing tab (if required).
  2. Remove the payment aggregators using the remove button (X) and then click Next.

The Rule Guidelines screen is displayed.

  1. Enter the name for the rule in the Title field.

  2. Click Create Rule to create the rule.

    The rule is added to the Routing Rules tab of Maximizer dashboard.

Add a rule involving multiple payment methods

  1. Select the Routing Rules tab on the Maximizer Dashboard.

    The Routing Rules tab is displayed.

  2. Click Create rule now.

The Create Custom Rule page with the Rule Configuration screen is displayed.

  1. Select the Netbanking tab.

The Netbanking tab is displayed.

  1. Click the Select Payment Type drop-down list select the banks for which routing rules.
  2. Select the Wallet tab.
  3. Click the Select Payment Type drop-down list select the wallets for which routing rules.
  1. Click Next.

The Payment Aggregator screen is displayed.

  1. Select Success Based Routing tab (if required).

  2. Remove the payment aggregators using the remove button (X) and then click Next.

    The Rule Guidelines screen is displayed.

  1. Enter the name for the rule in the Title field.
  2. Click Create Rule to create the rule.

The rule is added to the Routing Rules tab of Maximizer dashboard.

Add a rule for all payment methods

  1. Select the Routing Rules tab on the Maximizer Dashboard.

    The Routing Rules tab is displayed.

  2. Click Create rule now.

The Create Custom Rule page with the Rule Configuration screen is displayed with the All Payment Methods tab selected (by default).

  1. Select the All Payment tab (if required).
  2. Click Next.

The Payment Aggregator screen is displayed.

  1. Select Success Based Routing tab (if required).

  2. Remove the payment aggregators using the remove button (X) and then click Next.

    The Rule Guidelines screen is displayed.

  1. Enter the name for the rule in the Title field.

  2. Click Create Rule to create the rule.

    The rule is added to the Routing Rules tab of Maximizer dashboard.