When managing your Actions to create the perfect communication with your customers, define the type of each reminder you want to send through your cash collection cycle. Combine multiple channels to serve your goals—escalating from emails to phone calls—and get better results!
You will be able to choose between automatic and manual actions. The first type will roll in the background with nothing else but their setup to do, while the second requires their owner to complete them.
| Set this from any Workflow's configuration panel, either by clicking on an existing action or creating one from scratch... | |
| ...select your preferred type from the eponymous field... | |
| ...and select if it should be automated or not (when available). |
Actions will be triggered and/or sent out following the conditions you defined and your organization's settings:
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Trigger- time elapsed (in days) since the carrying invoice's issue/due date
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Minimum contact delay- time elapsed since the execution of the workflow's previous action
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Schedule- Your desired time of the day for automatic actions to be sent
Refer to this dedicated article to learn more about automatic actions.
Important for both manual and automatic actions:
Note that if the trigger between two actions is less than the minimum contact delay, the latter will be the one applied. For example, there is a 3-day delay between Action 1 and Action 2, while the minimum contact delay is 5 days. Then, Action 2 will be triggered 5 days after Action 1, not 3 days.
Manual actions
Displayed on their owner’s Actions tab from their due completion date, these actions must be validated or skipped. The workflow remains stuck at this step until then. They can be entirely reviewed and updated from a type change to a content update, including document attachments or notes logging.
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Type |
Description |
To populate |
Trackable |
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Emails |
Set up like their automated version, you can choose the sender via the From field. Select your profile or an alias. |
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(Per recipient)
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SMS |
With a higher opening rate than emails, they enable a less formal contact as thoroughly tracked. This feature comes with fees. |
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Calls |
Calls work as reminders. They do not allow you to phone from your organization but display a script for their owners to complete with their notes. |
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Letters |
Formalize the conversation tone. You can also send registered letters—for past due notices, for instance. This feature comes with fees. |
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Tasks |
Destined to the assigned owner and not the client. The former are reminded of the expected behavior (limit access to a service, notify another team...) and can log their feedback before completing. |
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Do you still have a question? Submit a Support request!