Kolleno

This article will look into the automation dashboard and explain the features available.

Automation

This article will be looking at the bulk communication feature in the automation tab and how customer chasing status contributes.

Bulk Communications

Ron Danenberg

Matt Fox

All the features available in the Automation dashboard

This article will look into how to set up templates within the automation dashboard.

How to set up templates?

This article will look into the different template types and what they mean.

Template Type

This article will go through how to download a template that you have created in Kolleno for easy sharing.

How to download a template (SMS or Email)?

In templates you can now amend the date smart feld and add in any days to the day

How to add days or months to any date smart field in Kolleno templates?

Smart field to use in your template to show the total balance of a customer based on a customer number of days.

Template Smart Field: Balance overdue by a number of days

Use a smart field that can list the balances of a customer, grouped by currency.

Template Smart Field: Customer balances per currency

This article will take you through step by step how you can create a custom table that you an add into your templates.

How to create a custom table in Kolleno?

This article will go through how you can turn any word into a hyperlink in your templates and communications.

Create a dynamic hyperlink in your templates

Kolleno enables you to send your customer's account statement directly by email by providing a unique download URL.

Smart Field to download the customer's statement

Insert the current date and time, in any date format you want, in your templates.

Current Date and Time as Smart Field

You can change any date to the timezone of your choice.

How to Display Date and Time in a different Timezone in your Templates

Learn how to safely render HTML content in your templates using the |safe filter.

Render HTML from your custom Smart Fields

An important setting to enable, to ensure invoices always send.

How to ensure your emails always send invoices

Templates

This article will look into the Strategy feature on the platform

Strategies

This article will explain how to set up a strategy and what features are available in the strategy function

How to set up a strategy?

This article will look at the individual strategy triggers an what they mean

Strategy Triggers

This article will look at how to assign and remove customers from a strategy and how to view what customers are assigned to what strategy

Assigning Customers to a Strategy

How to stop strategy for a specific customer?

This article will show you how you can confirm that a customer is assigned to a strategy

How to auto-assign customers to strategies?

This article will go through the steps how to download and export a strategy from Kolleno.

How to download a strategy?

Strategy

Configuring Email Recipients & Contact Positions in a workflow

Workflow settings

What are triggers?

Specify which customer, invoice, credit note etc will be included in the workflow based off specific criteria.

Workflow filters

Create a workflow to automatically send tasks or create tasks for specific payment events.

Payment charge workflows

No-code workflows action "ERP record" allows you to update any field, enabling complex logic and keeping systems in sync.

ERP action in the Workflows

Set up automated workflows when payment is recorded in your ERP/accounting platform.

How to Run a Workflow when a Payment is Registered on your ERP

Understand what happens when your Workflow fails to send an email.

What Happens When an Email in a Workflow Fails to Send?

If you do not want your customers to re-enter the workflow, here's what to do

How to stop a customer re-entering an automatic workflow with an action

Understand how to view the current workflows a customer is enrolled in.

View Current Workflow Enrolments for a Customer

View all previous enrolments a customer was part of.

View a Customer Previous Workflow Enrolments

Workflows

Website

YouTube

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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