You can set up various types of actions within your different workflows: manual emails, automatic emails, calls, and letters.
This article focuses on how to set up automatic emails.
First thing first, you can decide to set up one or more email actions to be automatic. This is done at the action level.
We recommend automating only a few emails and keeping others as manual in order to personalize them and stay in control of the process.
Once you've defined an action to be automatic in the workflow, the first automatic emails will be sent out automatically the following day between 8am and 9am depending on your time zone (contact us to change the time zone set up with your own organization.). Then, automatic emails will be sent out the day of the trigger.
You'll be able to see sent emails on the customer's timeline and especially if your customer has opened the email or not (What do the different reminder email statuses mean when sent to customers?).
Your first action is automatic and the following action is manual. You've just moved a client to this workflow that has a very overdue invoice. What will happen?
The collection process will start at stage 1, which will cause the automatic email to be sent out.
Aso, when you just start using Upflow, the collection process will start at stage 1 overdue invoices as we don't know if you've already followed up on these clients.
Still have a question? Don’t hesitate to get in touch!