Automation
All the features available in the Automation dashboard
Automation
Bulk Communications
Sending attachments with bulk communications
Get notified of a new Customer created
How to set up templates?
Template Type
How to download a template (SMS or Email)?
How to add days or months to any date smart field in Kolleno templates?
Template Smart Field: Balance overdue by a number of days
Template Smart Field: Customer balances per currency
How to create a custom table in Kolleno?
Create a dynamic hyperlink in your templates
Smart Field to download the customer's statement
Current Date and Time as Smart Field
How to Display Date and Time in a different Timezone in your Templates
Render HTML from your custom Smart Fields
How to ensure your emails always send invoices
Math Operations in Template Smart Fields
Formatting Numbers and Dates in Templates
Show email sending date plus a few days
Smart Field to include the customer's statement in the email
Configuring Email Recipients & Contact Positions in a workflow
Workflow settings
What are triggers?
Workflow filters
Payment charge workflows
ERP action in the Workflows
How to Run a Workflow when a Payment is Registered on your ERP
What Happens When an Email in a Workflow Fails to Send?
View Current Workflow Enrolments for a Customer
View a Customer Previous Workflow Enrolments
Targeting Invoice Contacts in Workflow Emails
View Records in a specific Workflow step
Change the Strike level in a Workflow
Change the Pause Chasing Status in a Workflow
Remove Customers from Portfolios in a Workflow
Organizing Workflows by Category
How to create an auto-reply workflow
Action based on words found in Emails Received
Workflow sending error
How to pause a specific Workflow Run