Workflows
Create your perfect sequence of phone calls, SMS messages and email reminders
12 articles
- Smart Workflows
- Changing the Default Workflow for Contacts
- Automatic Workflow Escalation
- Customising Your Reminders
- How to Change Your Email Reminder Template
- Placeholders Within Reminders
- How to CC Users on Reminder Emails
- Configuring Automatic Reminders
- Previewing your Reminders
- SMS Reminders
- Smart Workflows: How Collect adjusts reminders after a payment
- SmartSend: Send AI‑generated payment emails in seconds