📊 Do you often reuse the same message to remind your customers? Create your own personalized, dynamic templates so that your e-mails are systematically pre-filled.

From your dashboard, move your mouse over the Follow-ups and click on Follow-ups templates. You'll find a list of all existing templates.

To create a new template, click on Create new template. You will then have 2 choices:

To do this, fill in the information requested and choose the unitary follow up.

A template is automatically generated with a generic text. Adapt the message body, then save it.

When you dun multiple invoices simultaneously, you do not formulate your message in the same way as when there is only one invoice. This is why the template bank is not the same.

To do this, fill in the information requested and choose the grouped follow up. 🙂

A template is automatically generated with generic text. Adapt the message body, then save it.

Go to the Follow-ups templates, accessible by clicking on Follow-ups.

Then click on the template to be updated, modify the text and save the changes.

💡 Good to know: If you have any questions, don't hesitate to contact us on the chat, we'll be happy to help! 😉