Auto Reminders can be setup for any unpaid Invoices by navigating to Workspace>Transactions & Invoices>Invoice Auto Reminders. Here you can generate automated email reminders for invoices that are coming up on their due date or have passed it. Inside the setup you will be able to select how many days before or after the due date the email should be sent. You are also able to customize the email template used in each campaign.
Once you have arrived at the Invoice Auto Reminders grid you will any previously generated Campaigns and details about their setup including whether they are currently enabled and how many days before or after the due date they are being sent. if you wish to edit one of those campaign you can select it on the grid and click "View/Edit" and select Auto Reminder.
Or if you need to setup a new Auto Reminder you can click "+New" and select Auto Reminder. Within the setup of a Auto Reminder there are 4 steps. The first step is Called Auto Reminder Info and will allow you to insert the following:
Name – Insert the Name that will be displayed on the Auto Reminder grid for the title of this campaign.
Email Display Name – Insert the name will that appear as the sender of the Auto Reminder Email when it is sent out.
From Address – Insert the email address that will appear as the sender of the Auto Reminder Email when it is sent out.
Subject Line – Insert the text that will be the subject line of that email.
The next step is the Settings tab where you are able to select the number of days and choose if it will apply to before or after the due date on each Invoice. You will also find an Enable toggle setting that can be switched to "Yes" once you are ready to activate this campaign to go out.
After the Settings tab the next step is the Attached Template tab. Here you will be able to create or select the email template that will be used as the Reminder. If you wish to create a new template click, “+ New Template” and select, “With template builder”. If the email template already exists find it on the grid and mouse over the image to click, “Use”. Within the editor you will be able to insert in Mail Merge fields that can pulled in data from the data on main Membership grids. To access these Mail Merge fields double click within a Text Block and you will see a dropdown field titled, “Mail Merge”. Select the desired values from the dropdown picklist and they will insert into the template text. All the other features of the editor are the same from the Email Marketing module. Once your template is complete click Save & Close.
The final step is called Schedule and will allow you to review the previous settings you selected. You can also choose to send out email tests of the Reminder from here. At the bottom of the page click the checkbox next to “Send Test Email”. You are then able to enter up to 10 email addresses per campaign to test your reminder. There no required actions on this step to insure your reminder is active and send out. It is only here to display information and allow for you to test your campaign.
