Your collection sometimes cannot wait for the next action to be triggered. End of a billing period, an impromptu phone call to log, new contact to loop in…there are many reasons to complete a reminder prior to its scheduled date. Own your communication and make sure it is mirrored in Upflow with actions out of the blue!
If the aforementioned criteria are met, you can complete an action from a customer’s details.
You will be redirected to the Action module, landing on the next scheduled reminder. You’ll fall back on your workflow’s first email if none is. If not applicable, the templated content will be your Default workflow’s first email.
Adjust it as you would when completing a manual action: pick the template you'd like to use and the involved parties, update its content or minute the phone call, and save or send to log it into your customer’s timeline.
Is it possible to add recipients in cc/bcc when sending an action out of the blue?
Yes. The draft will, by default, add the contacts in cc/bcc from the suggested template. You add more and/or remove some.
Still have a question? Don’t hesitate to get in touch!