Collection Workflow Tab

Alexandre Louisy avatar Nathalie Hallé avatar Jean-Malo avatar +3
19 articles in this collection
Written by Alexandre Louisy, Nathalie Hallé, Jean-Malo and 3 others

Can I leave an account un-assigned?

Un-assign accounts from your Managers during transition periods (handovers…) or when setting auto-collection workflows.
D
Written by Dacha Kortes
Updated this week

How can I add an email as bcc or cc on the emails from the workflow editor?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

Can I copy my workflows from one organization to another?

Want to save time and efficiency by copying your workflows to another organization? We've got you covered!
Samantha Semuhin avatar
Written by Samantha Semuhin
Updated over a week ago

How is my workflow triggered?

In this article, you will find the different ways to calculate the first action of your workflow.
Nolwenn Launay avatar
Written by Nolwenn Launay
Updated over a week ago

Are trigger dates set to business or working days?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

How to assign account managers and collection workflows to customers via CSV?

Assigning workflows and account managers to your customers via CSV
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

How to track customer payment reminders with Front?

This article describes how to keep track of Upflow's chasing emails within Front.
Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

Automatic emails via Upflow: How does it work?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

Action out of the blue

Can I perform an action on a customer outside of the established workflow?
Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

Why does a reminder action appear in my actions whereas I planned it for a later date?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

How do I customise my workflow?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

Send invoices via Upflow: Which tags can be used in the billing template?

Samantha Semuhin avatar
Written by Samantha Semuhin
Updated over a week ago

How do I include Account Managers in the payment reminder process?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

What do the different reminder email statuses mean when sent to customers?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

Which tags can be used in a template action email or letter?

Tags can help you saving time and adding relevant context in your reminder emails for your Customer.
Alexandre Louisy avatar
Written by Alexandre Louisy
Updated over a week ago

How do I add my email signature to follow-up emails?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

How do I change the email address that customers write to when answering reminder emails?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

How do I assign a customer to a workflow or an account manager?

Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

Postal reminders pricing (EMEA)

Your Workflows include reaching out to your customers via postal mail? You will find the service pricing grid for our EMEA-based users below
Alexandre Louisy avatar
Written by Alexandre Louisy
Updated over a week ago