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Customise your reminders.
Customise your reminders.

Edit reminders wording and timing.

Updated over a week ago

CreditorWatch Collect comes with professionally written reminder templates within different workflows. Here's how to edit the wording and timing of the reminders. 

Click on Workflows

New accounts will have the Standard Process readily available, if you don't see this please contact our Support Team.

To add a different workflow, Click the + Add button (shown above) then,

Select a new collector from the templates (shown below) then,

When you have chosen a workflow,

Click 'Next, edit your reminders' (top right)

Read each of the reminders,
Edit to suit your company and clients,
Once you're happy with the reminders, click Save (top right)

Try sending yourself a preview reminder.

Learn more about Placeholders to make your reminders more unique to debtors.

From this view you can also set reminders to be sent automatically.


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