Targeting invoice contacts is a powerful feature that ensures your workflow emails reach the right people based on their role or association with an invoice. However, please note that this functionality is available only in invoice-level workflows.
How to Target Invoice Contacts
To target invoice contacts in a workflow email, follow these steps:
Navigate to Automation -> Workflows.
Click on the workflow you wish to configure.
Select a Send Email node within the workflow.
Go to the Email Configuration section.
In the To recipients field of the email configuration, you’ll find the following options for targeting invoice contacts:
Recipient Options
1. Invoice Primary Contacts
This option sends the email to the contact assigned to the invoice who is also marked as the primary contact on the customer.
Use this for essential communications directed to the main point of contact for the invoice.
2. Invoice Other Contacts
This option sends the email to all contacts assigned to the invoice who are not marked as primary on the customer.
Ideal for keeping additional stakeholders in the loop without contacting the primary contact.
3. Invoice {Position} Contacts
This option allows you to send emails to invoice contacts based on their position within your Kolleno account.
For example:
Invoice Sales Rep Contacts targets the invoice contacts with the position "Sales Rep."
You can select from any available positions in your account to tailor your email recipients precisely.