FlairSuite video tutorial
Write a collection reminder email
Write the email a collection reminder sends, with the customer's name and balance filled in, and preview it.
Transcript
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Every collection reminder sends an email template. In this short video, we will write a polite reminder that fills in each customer's name and balance by itself, and preview it.
First, sign in with your username and password.
Under Customers, open Collection setup, and choose Email templates. Click New template, give it a name your team will recognise, and write the subject line the customer will see.
Now write the message. Instead of typing a name or an amount, click Insert variable and choose Customer name, then Total outstanding. Each email then fills in the right customer and their balance on the day it goes out.
Turn on Attach statement of account to include a full list of what the customer owes. It is generated fresh when the email goes out, so it always shows the latest payments. Then click Save.
To check the result, click Preview and pick a customer. You see the email exactly as they would receive it, with their name and real balance filled in. Nothing is sent from here.
That's it. Your template is ready to use in a collection process: each reminder step there sends one of these emails, as shown in Set up a collection process. Thank you for watching.
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