Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and create a new Collection workflow.
Access
(A) Settings icon - Click to access all available administrative settings.
- (B)Workflows - Click to access the complete list of Workflows, both Collection & Follow Up.
Create New Workflow
(C) New Workflow dropdown - Click and select (D) Collection from the dropdown.
Edit Workflow
(E) Title - Enter the workflow name that will appear in lists and dropdowns.
(F) Default rule checkbox - If checked, this workflow will become the default workflow for a given location. Only 1 workflow can be selected as default and, if selected, this workflow will replace the previously selected default workflow.
Configure Promise to Pay - Note: The Enable promise to pay checkbox needs to be checked in order for Steps F-J to be visible.
(G) Enable promise to pay checkbox - Clicking the checkbox will make the Promise to Pay workflow step visible.
(H) Type dropdown - Determines the communication channel that will be used for the workflow event.
(I) Auto checkbox - Click to enable template and delivery time selections.
(J) Template dropdown - For Emails and Texts, click to select which email or text step the message will appear. For Calls, click to upload a recording.
(K) Delivery time dropdown - Click to select the time of day the Workflow will be sent to the Customer.
Workflow Steps
(L) Type dropdown - Click to select either a Call, Email or Text. This determines the communication channel that will be used for the workflow event.
(M) Days Past Due - Enter the number of days past due a Customer must be for that step to be queued up.
(N) Template dropdown - For Emails and Texts, click to select which email or text template should be sent during the workflow step. For Calls, click to upload a recording. Please note that users can only upload a recording for calls if the Auto checkbox is checked. If not, this field will say None.
(O) Auto checkbox - Click to enable delivery time selections.
(P) Delivery time dropdown - Click to select the time of day the Workflow will be sent to the Customer. For Calls, this can only be edited if the Auto checkbox is checked. If not, this field will say N/A.
(Q)Additional Steps - Click the + sign to add additional steps to this workflow.
Settings
(R) Send email alert checkbox - If checked, daily email alerts will automatically be sent to the location email address for all manual workflow events scheduled for that day.
Location Assignment - Note: You can select multiple locations by clicking one at a time and holding the Control Key. Pressing the Shift Key while selecting two locations will include all the locations in between those two locations.
(S) Add Locations - Select a location(s), then click the right facing arrow to add the workflow to that location.
(T) Remove Locations - Select a location(s), then click the left facing arrow to remove the workflow at that location.
Exclusion Calendar
(U) Dates to Exclude calendar - Click to access a calendar and select dates this workflow will be suppressed. After selecting the first date and clicking Confirm Dates, more dates can be selected.
(V) Days to Exclude checkboxes - Click to select days of the week that no events will be processed for this specific workflow.
Save
(W) Save icon - Click to implement the workflow for all assigned locations.
