Use this feature to solve the following challenges:
Send a personalised reminder email to one or more customers at once.
Give customers additional reminders before sending them demand letter or to the debt collector (customers outside of the automated workflow).
Provide your customers a full list of overdue invoices, while they are on the phone.
Set up different email templates that you want to send to your customers. Learn more about setting up different Templates here.
How to send on-demand/manual emails (in bulk):
Login to your ezyCollect account.
Click Customers from the left menu.
Select the tick box next to the customers you want to email if sending in bulk (you can also use filters to identify the list of customers)
Click the Actions drop down menu and select Send Email.
5. Customise the email template that appears with your text and merge fields from the right menu.
By default, the on-demand/manual email will be sent to to contacts tag as 'Receive All Communications'
Check/tick the box if you want to attach: Overdue Invoices and / or Customer Statement (updated 15/12/2020: previously no attachment options are included for bulk on-demand/manual email.
Select attachment as: Link only or Both PDF and Link
Choose the Template from the Templates section or edit the ones you have selected as you go.
6. Click Preview to check your email details before sending.
7. To send, simply click Send or Cancel to go back to the Customers page.
How to send on-demand/manual email (individually):
1. Login to your ezyCollect account
2. Click Customers from the left side menu.
3. Click on the Company Name of the customer that you want to send the individual email to. OR Follow the steps #3 and #4 above if you want to check / tick the box next to the customer name.
4. Customise the email template that appears with your text and merge fields from the right menu.
By default, the email address that will receive the communications will apper in Send To - but you can also add additional recipients.
Check/tick the box if you want to attach: Overdue Invoices and / or Customer Statement (updated 15/12/2020: previously no attachment options are included for bulk on-demand/manual email.
Choose the Template from the Templates section or edit the ones you have selected as you go.
5. Click Preview to check your email details before sending.
7. To send, simply click Send or Cancel to go back to the Customers page.