Workflows

Create your perfect sequence of phone calls, SMS messages and email reminders

10 articles in this collection
Written by Debtor Daddy

Smart Workflows (Collectors)

How to set up a Smart Workflow, including emails, SMS and phone calls.

Written by Debtor Daddy
Updated over a week ago

Customise your reminders.

Edit reminders wording and timing.

Written by Debtor Daddy
Updated over a week ago

Placeholders within reminders

Using placeholders will pull and fill in the corresponding data to create a more personalised reminder.

Written by Debtor Daddy
Updated over a week ago

How to change your email reminder template

Switch between the default and plain text email reminder templates. Custom templates are not currently supported.

Written by Debtor Daddy
Updated over a week ago

Send a preview reminder

How to send yourself a test reminder to review the format.

Written by Debtor Daddy
Updated over a week ago

How to cc users on reminder emails

You can cc Debtor Daddy users into your reminder emails

Written by Debtor Daddy
Updated over a week ago

Configuring Automatic Reminders.

How to set your reminders to send automatically

Written by Debtor Daddy
Updated over a week ago

SMS Reminders

How to create an SMS (text message) Reminder

Written by Debtor Daddy
Updated over a week ago

Automatic Workflow Escalation

How to set your debtors to move from one workflow to another automatically

Written by Debtor Daddy
Updated over a week ago

Pre debt collection workflow

How to make the most of our pre debt collection template

Written by Debtor Daddy
Updated over a week ago