Every customer is unique, so it's only natural that you'd want to tailor your communications through email, WhatsApp and SMS. To do that you first need to understand what is a placeholder.
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 what is a placeholder.
What is a placeholder?
You've probably noticed that there is always that bracket with some text in it when you are using the action templates. These are placeholders, and they auto-fill whatever is between the brackets.
List of Placeholders
Here is a list of the placeholders that Peakflo supports (please watch out for the capitalizations - if not spelled properly, the placeholders will be marked as incorrect tags!)
Customer Information
{{recipientName}} - Full recipient name (e.g. Bruce Wayne).
{{recipientFirstName}} - First name (e.g. Bruce).
{{customerCompanyName}} - Payer company name.
Company Information
{{accountManagerName}} - Account manager assigned to the Payer company.
{{amPhone}} - Account manager's phone number (make sure it's set in the User Management).
{{logo}} - Embed company logo in automatic email reminders.
Invoice Details
{{invoiceNumber}} - Invoice number
{{taxNumber}} - The tax number of the invoice issuer company
{{myTaxNumber}} - The tax number of the company that needs to make the payments
{{invoiceAmountDue}} - Invoice amount due.
{{invoiceIssueDate}} - Invoice issue date.
{{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 amount of all invoices minus all payments and credits
{{total_outstanding_with_interest}} - sum of all invoices plus the late payment fees. To enable this please reach out to us at support@peakflo.co!
{{total_unapplied_payments}} - Total unapplied payments for each customer
{{overdue_net_of_unapplied_payments}} - Total overdue amount for each customer
{{myOrgName}} - Current company name (invoice issuer).
{{list_outstanding_invoices}} - List of outstanding invoices (example output: INV-0004, INV-0005, INV-0006).
{{table_outstanding_invoices}} - Embed a table of outstanding invoices from the payer company in automatic email reminders. Example below.
{{list_overdue_invoices}} - List of overdue invoices (example output: INV-0001, INV-0002, INV-0003).
{{table_overdue_invoices}} - Embed a table of overdue invoices from the company payer in automatic payment reminders. Example below.
{{longest_overdue_days}} - Number of days overdue for the longest overdue invoice.
{{note}} - Invoice note.
Customer Portal & Customer Payments
{{{customerPortalLink}}} - Link to the portal for your customers to check all their payables and check their summary of account.
{{{currencyPaymentLink}}} - A direct link to the payment page for your customers to select a payment method, input withholding tax (if applicable), and clear outstanding invoices.
{{{invoicePaymentLink}}} - Link to the payment gateway page for your customers to make payments for a single invoice through bank and QRIS.
{{{directPaymentLink}}} - Link to the payment gateway page for your customers to make payments for the total outstanding amount through bank and QRIS.
{{payment_details}} - Details of the payment, such as account name, bank name, and unique virtual bank account number. (This feature is available in Indonesia and Singapore)
In order to get access to the payment links listed above, you need to enable payments. Please send an email to support@peakflo.co to enable the payment link.
{{{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:
But maybe you want to be sterner and provide more info? Copy-paste the correct placeholder and insert it into your new custom email: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}}
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}}}.
.png?width=428&name=Untitled%20(1).png)
When you're done, click the checkmark. That's it! With the placeholder, you can send out custom messages without custom labor.
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⚠️ Keep in mind that other placeholders can't be used as a URL. |