Nolwenn Launay
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Recent activity by Nolwenn Launay-
Postal reminders pricing
You can contact your customers via different channels as part of your Workflows. The following fees apply to your postal reminders—in addition to your subscription. 💡 Letters are billed at the b...
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Aliases
The alias feature allows you to use specific email addresses to offer a fully white-labeled portal experience to your customers. Managing your alias Creating an alias To create an alias, head ove...
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Customer portal
Whenever a new Customer is imported on your organization, Upflow automatically generates a "customer portal" link you can use as the main interface for interacting together on collections & payment...
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Your customer's average payment delay
What is the Average Payment Delay, and how is it calculated? Initial calculation The average payment delay is a metric calculated for each customer. It is visible on the Customers list view and t...
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Your customers' information and updates
❗Access to customers is subject to a member’s permission. Account managers without an Administrator role thus will only see the customers they’re assigned to. Either pulled from the sou...
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SSO authentication
If you’re reading this article, chances are you know the benefits of using an Identify provider that will manage your information and verify your users’ identity, allowing them to log into related ...
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Copy a workflow from one organization to another
Your analytics show a workflow was proven efficient? Effortlessly reinvest the time and creativity put into designing and testing it out across multiple organizations! Head to your Workflow list ...
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Multi-currency conversion in Upflow
You collect several currencies on your Upflow platform and want to know how they are converted. We use fixer.io to give you a clear and quick overview of the different outstanding amounts collect...
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Import your customers replies automatically
Forward your customers’ replies to Upflow so they’re centralized on their dedicated Timeline, along with the reminders they follow up on. You can manually forward them individually or automate the ...
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Customer-level workflow trigger
Your workflows are associated by default with a customer, not an invoice. Know how they are triggered to optimize your communication! Each of your customers will be assigned to a workflow. It can...