Setting up strategies in the platform is a straight forward simple task:

  1. Go into the automation option on the side menu

  2. Select the Strategies tab and select the “create new strategy” button

    1. To edit an already existing strategy, select a previously named strategy and select the ellipses once the drop-down menu appears select edit

  3. Once the collection strategy window opens, this will allow you to name the strategy, decide the trigger settings (min. number of days overdue &min invoice value), when the strategy should start, and what actions should stop a strategy

  4. To add steps click the “New step” button

  5. Select the communication type, the template, and what time the contact should be sent then save the step

This will take you back to see the strategy steps and here is when you can decide how long the gap is between the strategy steps

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