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Workflows
Create your perfect sequence of phone calls, SMS messages and email reminders
10 articles in this collection
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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.
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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.
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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.
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Debtor Daddy
Updated over a week ago
Send a preview reminder
How to send yourself a test reminder to review the format.
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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