All Collections
Bring your teams together in systematizing your cash collection
Tired of these time-consuming and moderately effective spreadsheets? Set the perfect Workflows to get paid on time! This part will teach you everything you need to know about configuring automated (yet personalised!) reminders to your clients while collaborating with your team.
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SMS Reminders: pricing
What kicks off my workflow?
Can I limit my reminders’ frequency?
How can I add an email as bcc or cc on the emails from the workflow editor?
Can I copy a workflow from one organization to another?
How is my workflow triggered?
How are trigger dates calculated?
How to customize my reminders?
Send invoices via Upflow: Which tags can be used in the billing template?
Can my customers reply to my reminders?
The last action in my workflow repeats indefinitely. What does that mean?
How to add attachments to my emails?
What are the channels I can contact my customers from on Upflow?
Your customers' information and updates
How do I dismiss an action planned for today?
How do I ignore a step in my workflow?
Why can’t I see some reminders or the same number as my colleague’s?
Automatic emails via Upflow: How does it work?
Action out of the blue
Why does a reminder action appear in my actions whereas I planned it for a later date?
What do the different reminder email statuses mean when sent to customers?
Which tags can be used in a template action email or letter?
How to send postal reminders?
Postal reminders pricing
[Beta] SMS Reminders: Connect More Personally with Your Customers