During your collection actions, you are likely to send emails
to your customers in order to follow your collection process.
Thanks to My DSO Manager
, you can configure the content of your actions according to your needs.
The content of an email or a SMS includes text and information automatically retrieved throug #Hashtag
Emails can be set as interactive: interactive emails and how to activate them?
What are the
The templates are managed in the Settings / Manage collection scenarios
To create or modify a template, simply enter text and insert #Hashtag
to dynamically retrieve content to which they correspond:
For example, if you insert the tag #items_list
, a table will appear in the dunning document containing all items(invoices, credit notes ...) of your customer account:
It is also possible to add links, to format text with colors, bold ... using the tool bar above the text frame.
To view the results of your model, click the
are of three types:
→ See the #Hashtag list.
- Customer information (business name, adress, legal ID...)
- Items, amount and statements of account (overdue amount, items list...)
- Information about your company (logo, late payment penalty rate, bank details...) and yourself (name, email, phone number...)
When you perform the action, you can customize the template and modify its contents, unless the action is automatic. In this case, the model is no longer editable.
You can also send your letters through My DSO Manager
. To see more:
How to manage your letters templates?