In this article you'll work through a list of important checks to ensure that your CreditorWatch Collect account is set up correctly before you start sending reminders.
Before you begin, check that your account is paused, so reminders will not be automatically sent until you're ready to go live.
1. Review your workflows
Well designed workflows are critical for achieving a highly automated and consistent credit control process.
1.1 Considerations
Have you created workflows for customer groups who need a more tailored follow up process? For example, should long time, consistent payers receive a different series of reminders?
1.2 Check each workflow
Check that each reminder is worded correctly and uses terminology your customers are familiar with
Check that the correct template (HTML or plain text) is used for each reminder
Confirm that the correct reminders are set to send automatically
Check that the correct placeholders have been used
Confirm the correct users are cc'd on specific reminders
Remove any SMS reminders if they're not required
Remove any Call reminders if they're not required
1.3 Confirm your default workflow is correct
One of your workflows must be marked as 'default'. This is the workflow that is used for all contacts, unless you specify otherwise.
2. Update your contacts
2.1 Mute contacts
You likely have some contacts you never want to send reminders to. To prevent reminders from being sent you can mute these contacts.
2.2 Assign contacts to specific workflows (optional)
One of your workflows must be marked as 'default'. This is the workflow that is used for all contacts, unless you specify otherwise. However, if you want to use a different workflow for specific contacts, follow these steps through the Contacts View.
NB: If the contact(s) already have invoices in CreditorWatch Collect, you will need to change the collector currently assigned to them. Follow the same process from the Account View.
3. Check your reminder settings
Review and update your reminder settings, including:
Sending time
Skip weekends
Email sender settings
Template settings
Account Summary settings
Include logo
4. Create an online payment gateway
Consider adding an online payment gateway
5. Check the Schedule
The Schedule (in the main menu) shows a list of upcoming reminders and calls. Reviewing the Schedule is an easy way to confirm what reminders will be sent, before you start sending reminders.
6. Learn about our AR Specialist service
If a CreditorWatch Collect AR Specialist is making calls on your behalf you can learn more about how to work with your specialist here.
7. Set your account live
Using the same method as pausing the account.