Set up a collection process

Transcript

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1. 0:01

   A collection process decides which reminders a customer receives, and when. In this short video, we will set one up with two email reminders, so you can start it from a customer's collection dashboard.

2. 0:15

   First, sign in with your username and password.

3. 0:29

   Open Collection setup. The panel on the left groups everything you can configure: reminders, with processes, triggers and email templates, then tasks for your collectors, and the team who can be assigned them. We start with Processes.

4. 0:47

   Click New process. Give it a name your team will recognise, and a short description of what it is for.

5. 1:02

   Now click Add step for each reminder. The first, a friendly email, goes out on day zero, as soon as the session starts. The second, a firmer email, follows seven days later. Each step sends one of your email templates.

6. 1:24

   The steps table lists your reminders in the order they go out. Click a step to check when it is sent and which template it uses, and drag a row by its handle to change the order.

7. 1:36

   When the steps are ready, click Save and Activate, and the status changes to Active. Under Linked triggers, you can add rules that start this process automatically for matching customers. Only link one when you are ready, because it starts sending real emails.

8. 1:53

   That's it. Your new process can now be chosen from Start session, on any customer's collection dashboard. Thank you for watching.