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Automation

All the features available in the Automation dashboard

AutomationThis article will look into the automation dashboard and explain the features available.
Bulk CommunicationsThis article will be looking at the bulk communication feature in the automation tab and how customer chasing status contributes.
Sending attachments with bulk communicationsYou can now add attachments to a mass email
Get notified of a new Customer createdYou can use automation to alert you of a new customer in Kolleno
Templates

How to set up templates?This article will look into how to set up templates within the automation dashboard.
Template TypeThis article will look into the different template types and what they mean.
How to download a template (SMS or Email)?This article will go through how to download a template that you have created in Kolleno for easy sharing.
How to add days or months to any date smart field in Kolleno templates?In templates you can now amend the date smart feld and add in any days to the day
Template Smart Field: Balance overdue by a number of daysSmart field to use in your template to show the total balance of a customer based on a customer number of days.
Template Smart Field: Customer balances per currencyUse a smart field that can list the balances of a customer, grouped by currency.
How to create a custom table in Kolleno?This article will take you through step by step how you can create a custom table that you an add into your templates.
Create a dynamic hyperlink in your templatesThis article will go through how you can turn any word into a hyperlink in your templates and communications.
Smart Field to download the customer's statementKolleno enables you to send your customer's account statement directly by email by providing a unique download URL.
Current Date and Time as Smart FieldInsert the current date and time, in any date format you want, in your templates.
How to Display Date and Time in a different Timezone in your TemplatesYou can change any date to the timezone of your choice.
Render HTML from your custom Smart FieldsLearn how to safely render HTML content in your templates using the |safe filter.
How to ensure your emails always send invoicesAn important setting to enable, to ensure invoices always send.
Math Operations in Template Smart FieldsThis article will go through different smart fields that can perform mathematical operations in templates.
Formatting Numbers and Dates in TemplatesFormat your data in a human-friendly format.
Show email sending date plus a few daysCreate your smart field to insert a relative date in your communications.
Smart Field to include the customer's statement in the emailIncludes details about the statement directly in the content of your email.
Creating Email Templates with Language-Based ConditionsCreate email templates that adapt to each customer’s language