Your first steps with Upflow

Alexandre Louisy avatar Côme Chevallier avatar Nathalie Hallé avatar +1
50 articles in this collection
Written by Alexandre Louisy, Côme Chevallier, Nathalie Hallé and 1 other
Collection workflow Tab

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?

Nathalie Hallé avatar
Written by Nathalie Hallé
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
Parameters

How to set up your GoCardless mandate within Upflow?

Allow your customer to set up their GoCardless mandate from your Upflow Customer Portal
Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

Hide invoices and credit notes from the app

Discover how you can disable invoices and credit note display from the app.
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

How to send reminders from my own email address?

Discover the different solutions to send reminders from your own email address.
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

How do I send reminders directly from my email address?

Option 1: Configure your DNS
Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

Option 2: How do I send reminders from my own email address?

Setting up your own domain if you already use Mailgun
Côme Chevallier avatar
Written by Côme Chevallier
Updated over a week ago

Option 3: How to set up a custom SMTP server

Option 3: Why and how to set up a custom SMTP server?
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Enabling payment receipts notifications

How do you enable payment receipt notifications for your customers?
Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

How to connect my Stripe Account to Upflow?

A quick guide to help you set up your Stripe integration
Nathalie Hallé avatar
Written by Nathalie Hallé
Updated over a week ago

How to set up a Stripe account?

Looking to set up a Stripe account to be able to let your customers pay by credit credit via Upflow?
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

How do I add my bank account details into each customer portal?

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

How to invite your other team members on Upflow and what's their role and position?

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

How do I invite my team members to join Upflow?

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