Collection Workflow Tab

Alexandre Louisy avatar Nathalie Hallé avatar Samantha Semuhin avatar
16 articles in this collection
Written by Alexandre Louisy, Nathalie Hallé, and Samantha Semuhin

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

Are trigger dates set to business or working days?

Nathalie Hallé avatar
Written by Nathalie Hallé
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 customize 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

Send Letters as payment reminders in Upflow!

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

What's the price of postal reminders?

Alexandre Louisy avatar
Written by Alexandre Louisy
Updated over a week ago