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Getting Started Guide for Admins

Sarah-Nicole LeFlore
  • Updated

New to Upflow and not sure where to start with your configuration? Follow these steps to get started leveraging the power of Upflow!

 

Step 1: Sign up and sync your integration

To get started, follow the sign-up link shared with you to create your Upflow account (if you have not received this link, please reach out to support@upflow.io who can assist). Once you've signed up, you'll need to sync your data by selecting and integrating your billing platform.

Select your integration and follow the steps in these handy articles to sync your data to Upflow.

You will notice a banner that informs you that you are in test mode. We recommend staying in test mode until you're ready to send reminders to your customers. Any admin user can turn off test mode, so ensure your teammates are aware.

 

Step 2: Configure your settings

Once your integration is set up, click on your home icon and head to the settings section to customize your Upflow account. Here’s a breakdown of key settings to configure:

This setting is critical to ensure your customers receive communications from your company’s email address instead of from reminders@upflow-mail.com. Please forward this step to the appropriate team who would have access to your domain management tool.

 

Step 3: Manage your teams and contacts

Ensure that you are always reaching the right people by managing your teams and customer contacts. Before you begin building your workflows, it is essential that your users and customer contacts are organized appropriately.

To improve your user and customer experience and further enhance your collection process, you can use our Salesforce integration to automatically import essential information. With the integration, you can import additional custom fields at the customer and contact levels, import additional contacts, import user assignments, and export information back to Salesforce regarding the cash collection process.

By default, your contacts will be imported and updated automatically from your billing system. Alternatively, you can connect your CRM to pull in contacts and account managers, or you can manage everything manually.

Invite others and collaborate on collections as a team with ease.

 

Step 4: Configure your workflows

Workflows are the sequences of actions that you can parameter to chase your customers systematically.

We've added a workflow library that you can start using now. We recommend that you customize your workflow depending on your different customer segments or profiles (eg. Large vs small accounts or different languages).

The articles below will help you get started:

You can automate manual user and workflow assignations using Smart Rules. This event based engine allows you to trigger rules pertaining to your customers and workflows based on certain events and conditions and to execute actions.

 

Step 5: Go Live!

You're almost ready to exit test mode. Before you hit the Go live button, make sure you’ve done the following optional tasks:

  • Run final tests to make sure you are happy with your configuration.
  • Disable any existing automated dunning alerts in your other systems.
  • Ensure your email signature is configured within Upflow (this should be done for each user).
  • Mark test mode invoices as sent once you’re ready.

Now you're ready to start using Upflow! Exit test mode and start collecting payments from your customers.

 

Beyond Go Live…

There are ample features and functionalities to explore now that you are using Upflow. Here are a few we recommend:

  • Send an action campaign to notify customers about the change to your A/R processes.
  • Create custom analytics dashboards to track the key metrics that matter most to your team.
  • Integrate with Slack so that your Upflow notifications reach your colleagues instantly.
Continue using the Help Center to learn more about Upflow's features and how to make the most of your account. If you need any assistance or have questions, don’t hesitate to reach out to our support team at support@upflow.io.

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