What are Auto Recharge & Smart Adjustment?

Auto Recharge adds funds to your TWIM CRM wallet whenever the balance falls under a limit you decide. Smart Adjustment is an adaptive tier system that , based on recent recharge frequency , raises your Auto Recharge amount to ensure fewer funding interruptions as your volume scales.

Key Benefits of Auto Recharge & Smart Adjustment

Keeping your wallet funded isn’t just convenient; it protects campaign deliverability and client satisfaction.

Uninterrupted Service: Prevents SMS, email, and call failures caused by insufficient wallet funds.
Time Savings: Eliminates manual deposits, allowing you to focus on revenue‑generating work.
Scales With You: Smart Adjustment increases the recharge tier automatically as your usage grows, reducing the number of recharges and potential card authorization holds.
Budget Visibility: Threshold and recharge amounts are fully configurable, giving you predictable cash‑flow control.
One‑Click Disable: Turn Smart Adjustment off at any time if you prefer a fixed recharge amount.

Auto Recharge

Auto Recharge uses two simple fields:

Recharge Amount – The dollar amount added to your wallet each time Auto Recharge triggers.
Threshold Balance – The wallet balance that triggers the recharge once it’s reached or passed.

Example: If Recharge Amount = $50 and Threshold Balance = $25, then when your wallet balance hits $24.99, TWIM CRM instantly charges your saved payment method $50 and deposits it in your wallet.

Smart Adjustment

Smart Adjustment monitors how often Auto Recharge fires. When the same recharge amount triggers more than three times within any seven‑day window, TWIM CRM moves you to the next preset tier (e.g., from $200 → $500).

Why it matters: As your sending volume grows, larger recharges mean fewer credit‑card holds and fewer risk‑flag reviews by card issuers.

How To Setup Auto Recharge

Login to your Agency account and click on Settings.
Navigate to Billing › Wallet & Transactions.
In the Auto recharge with dropdown, select the amount TWIM CRM should add (e.g., $200).
In the Balance is lower than dropdown, choose the trigger amount (e.g., $50).

How to Disable the Smart Adjustment Update IMPORTANT NOTE: Disabling this feature does NOT turn off Auto Recharges for the Agency Wallet. This simply prevents the amount that is recharged from dynamically updating.

In the same Auto Recharge tile, click the three‑dot menu on the right.
Select Disable Auto‑update.
Confirm by clicking Yes.

Frequently Asked Questions

Q: How does TWIM CRM determine the next tier when Smart Adjustment upgrades?

It moves to the very next predefined recharge tier (e.g., $200 → $500 → $1,000). Custom amounts are not skipped.

Q:**Will I receive email notifications when Auto Recharge or Smart Adjustment occurs?**

Yes. Billing notification emails are sent to agency owner admins by default.

Q: Can I change the Threshold Balance without affecting Smart Adjustment history?

Yes. Adjusting the threshold does not reset your usage count. The three‑in‑seven‑days rule still applies.

Q: What happens if my saved payment method fails?

TWIM CRM will retry the charge up to three times over 24 hours and email you each attempt. Service pauses after final failure.

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