Upflow contacts are your interlocutors with your customers’ and the people you reach out to throughout your collection process.
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Their list is available in the Contacts section of your customers’ details. |
Each contact must at least have an email address to be saved.
You can flag your main interlocutor and elaborate with additional information—such as a contact’s name, phone number, or job title.
By default, your contacts are continuously imported and updated from your billing or accounting tool. You can alternatively connect your CRM to Upflow and pull both your contacts and Account managers from there, or even go with manual updates. You decide!
Positions
Your contacts are imported without a position.
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While not mandatory, their use is highly recommended: it allows you to designate a contact/group of contacts as your reminders’ recipients. |
💡 If you leave a customer’s contacts without a position, actions will be directed to their main contact.
You can define it for each in-app, via CSV import, or API.
4 are offered by default: Accountant, Payer, Purchaser, and Sales. Default position names are in English—translate them following the process detailed below!
Add custom ones from the Contact Management tab of your settings so your tools all speak the same language. Click Add at the bottom of your positions’ list, name the new one, and voilà! Your newly created option is now available to select from both your contacts’ and actions’ edition panels.
Changed your mind? Rename a position or delete it from the same menu.
In the second case, decide between moving the contacts that were assigned to a new one or leaving them without a position. Actions scheduled for this position will then be redirected to your impacted customers’ main contact.
Invalid contacts
Be alerted if one of your emails fails to be delivered. You can receive notifications via your preferred channel (in-app, via email, and/or on Slack).
Verify the address with your customer, and update it in the source system.
If you confirm it’s not erroneous, go to the Contacts table of your Customer’s details and find the invalid one. Click the pen next to their name, and select Mark as valid.
💡 Alternatively, review your Action emails not delivered widget in your Analytics to address them all at once.
Failed actions are not automatically re-sent. Create an Action out of the blue if you need to reach out to the person whose reminder bounced before their next reminder is triggered!
❗The contact will be invalidated again if the email re-bounces.