Workflows - Basics
- Manage your Collection: optimize & pause your reminders
- How is my workflow triggered?
- Customer-level workflow trigger
- Invoice-level workflow trigger
- Send collection reminders with a parent/children hierarchy
- Default reply recipient - configure your reminders' Reply-to
Workflows - Customize your collection
- Action types - Collection Reminders
- Customize Collection Reminders
- Test your email templates
- Sending automatic actions
- Aliases
- Collection Tag Inserter
Run your collection
- Perform actions in bulk
- Action campaigns
- Execute an action out of the workflow
- Pause a customer's collection
- Ignore or skip a step in my workflow
- Why does a reminder action appear in my actions whereas I planned it for a later date?