A reminder action that works is one that is sent at the right time and by the right sender. However, when several different senders start sending reminders to different customers, that’s when things get a little complex!

In order to make follow-up on your reminder actions easier, you can centralize your customers’ responses. For example, if you would like to centralize all replies to your accounting department’s email or to your Financial manager’s email directly.

To do so, click on the "workflows" tab. Then select the workflow you would like to make changes to.

Once selected, you can change the settings in your workflow. To change the receiving email, select "other email" in the "Respond to" section and add the email address. Then validate the change!

Still have a question? Don’t hesitate to contact us!

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