This guide explains how to manually email a Customer when one is scheduled as an event in the Collection workflow.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
If your company doesn't subscribe to CallPotential's Collection Management services, these instructions may not be pertinent to you.
Open the Record from the Follow-up List - Note: The specific Follow-up communication method is indicated under (B) Type in the Follow-up list.
- (A) Customers icon - Click to access the list of Collection events. Note: The number badge above the Customers icon indicates how many total, manual (phone, text, email) Collection events need to be completed.
- (C) View - Locate the specific email event you want to complete and click Open to access the Customer card to proceed with the Collection email.
Before Sending the Email
- Review the Customer Record - Review their (D) notes to familiarize yourself with the Customer before sending the email.
Start the Email
(E) Start Collection Email - Click to initiate the manual Collection email.
(F) Next Event - Indicates the next date (after the current scheduled Collection event) a scheduled Collection communication is scheduled.
(G) Information - Click for more detailed information regarding the next Collection event.
- (H) Promise to Pay - If enabled by your management team, this temporarily delays future Collection events.
Edit & Send Email
(I) Add Recipients - Click to add additional recipients to the message.
- (J) Subject - Click to edit the subject line as needed.
(K) Email Body - The email will appear with a pre-populated message allowing you to make edits as necessary and will include a unique payment link. Never share links between accounts.
(L) Templates - Click to access a list of additional standard messages you can send. Note: Your management team has worked hard to customize a message that fits into this step of the workflow. Please confirm with your management team before adjusting the message.
- (M) Formatting Tools - Click to open additional ways to format & customize your email such as font and font size.
(N) Send - After making updates, click to send the email and a confirmation message will appear confirming your email has been sent.
