Use this feature to solve the following challenges:
- Send a personalised reminder email to more than one customer.
- Give customers additional reminders before sending them demand letter or to the debt collector (customers outside of the automated workflow).
- Provide customers a full list of overdue invoices, while they are on the phone.
How to send on-demand emails:
- 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) or select one customer if needed to send to just one.
- 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.
6. Click Preview to check your email before sending.
7. To send, simply click Send.