Collection & Collaboration

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

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Workflows - Customize your collection

• Collection tag inserter - Best practices
• Action types - Collection Reminders
• Customize Collection Reminders
• Test your email templates
• Sending automatic actions
• Aliases

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Run your collection

• 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?
• Why can’t I see some reminders or the same number as my colleague’s?

Emails

• Import your customers replies automatically
• Manage your customers replies in Upflow
• Action emails not delivered
• What do the different reminder email statuses mean when sent to customers?

Send invoices from Upflow

• Send invoices from Upflow
• Manage unsent invoices

Letters

• How to send postal reminders?
• Postal reminders pricing

Live Calls

• Live calls from Upflow

SMS

• SMS Reminders: pricing
• SMS Reminders: Connect More Personally with Your Customers

Smart Rules

• Smart rules

Collaboration

• Can I notify my teammates from Upflow?