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.

All the features available in the Automation dashboard

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

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

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

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

This article will look into the Strategy feature on the platform

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

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

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

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

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

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