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How can I customize my workflow action template?

Every customer is unique, so it's only natural that you'd want to tailor your communications. To do that you first need to understand variables.

 

What is a variable?

You've probably noticed that when you are using the action templates that there is always that bracket with some text in it. These are variables. These auto-fill whatever is between the brackets.

 

Here is a list of the variables that Peakflo supports

 

{{recipientName}} - Full recipient name (e.g. Bruce Wayne)

{{recipientFirstName}} - Full recipient name (e.g. Bruce)

{{customerCompanyName}} - Payer company name

{{invoiceNumber}} - Invoice #

{{invoiceAmountDue}} - Invoice amount due

{{invoiceDueDate}} - Invoice due date

{{invoiceDaysOverdue}} - Amount of days invoice is overdue

{{totalAmountDue}} - Total amount due from company payer (sum of all invoices that are due, not overdue, for the payer)

{{totalAmountOverdue}} - Total amount overdue from company payer (sum of all invoices that are overdue for the payer)

{{totalOutstanding}} - Total outstanding amount from company payer (sum of all outstanding invoices, both due and overdue)

{{myOrgName}} - Current company name (invoice issuer)

{{list_outstanding_invoices}} - List of outstanding invoices (example output: INV-0004, INV-0005, INV-0006)

{{list_overdue_invoices}} - List of overdue invoices (example output: INV-0001, INV-0002, INV-0003)

{{longest_overdue_days}} - Number of days overdue for longest overdue invoice

{{note}} - Invoice note

{{accountManagerName}} - Account manager assigned to the Payer company

{{amPhone}} - Account manager's phone number (make sure it's set in the User Management)

 

Links:

{{{customerPortalLink}}} - Payer portal URL

{{{legalEscalationLink}}} - Link to legal escalation report for internal legal team

How do you use them?

I've got two magic words for you: copy.paste. This is going to save you time and make sure there are no typos.

 

Let's look at one of our templates:

Dear {{recipientName}},

 

Just a friendly reminder that invoice {{invoiceNumber}} for {{invoiceAmountDue}} is due today. Please click on the following link to view all pending invoices.

 

Enjoy your day!

{{myOrgName}}

But maybe you want to be more stern and provide more info? Copy paste the right variable and insert it into your new custom email:

 

Dear {{recipientName}},
 
Your invoice {{invoiceNumber}} was due on {{invoiceDueDate}}. Because your balance of {{totalAmountOverdue}} was not paid within the given time frame, we have escalated the invoice to our legal team.
 
Please click on the following link to view the Legal Escalation Report filed by our Legal Team.
 
Best,
{{myOrgName}}

 

What if you want to hyperlink a selected text?

Just type the phrase you want to link, like "Click Here" or "Escalate Now," highlight it with your your mouse and click the link icon in the the editor.

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Next, type or paste the necessary URL from the list above in the space. For example, {{{legalEscalationLink}}} or {{{customerPortalLink}}}.

 
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When you're done, click the check mark. That's it! With the variables you can send out custom messages without custom labor.

 

⚠️ Keep in mind that other tags can't be used as a URL.

 

 

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