All Collections
Automation
All the features available in the Automation dashboard
Automation
Bulk Communications
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
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