Sending reminder emails in a workflow
- When customers are enrolled in a workflow, reminders are sent according to the schedule set in the workflow. To learn more about creating a workflow, click here.
Sending ad-hoc reminders
- In the 'Unpaid invoices' tab, users can click on the 'Send Reminder' action.
- Users can select one or multiple customers from the list.
- Users will have to add the email address for the customer (multiple email addresses can be added), if not specified in the customer profile.
- Users can now view and modify the reminder email to be sent to the desired customer or customers.
What a reminder email looks like
- Reminder emails can be fully personalized (subject, body, signature)
- Reminder emails are sent from the primary AR contact that appears as the name (sender) that the recipient will see
- The email behind the reminder is reminders@centime.com - this email is used in order to be able to ensure delivery of all reminders to recipients without a complicated email server integration
- Any Customer reply will be automatically routed to the email of the primary AR contact or the automated AR campaign sender
