1. Help Center
  2. Workflow Management

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 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.

Here is a list of the placeholders 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.

{{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 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).
{{{currencyPaymentLink}}} - A direct link to the payment page for your customers to select payment method, input withholding tax (if applicable) and clear outstanding invoices.

In order to get access to the payment link, you need to enable payments. Contact Peakflo to enable this feature from here.

{{payment_details}} - Details of the payment, such as account name, bank name, and unique virtual bank account number.

* This feature is available in Indonesia.

Contact Peakflo to enable this feature from here.

{{table_outstanding_invoices}} - Embed table of outstanding invoices from company payer in automatic email reminders. Example below.

 

Outstanding invoices table

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

{{table_overdue_invoices}} - Embed table of overdue invoices from company payer in automatic payment reminders. Example below.

Overdue Invoice table

{{longest_overdue_days}} - Number of days overdue for the 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).

{{logo}} - Embed company logo in automatic email reminders. 

Use \{{logo}} to embed company logo in manual email reminders.

Links:

{{{customerPortalLink}}} - Link to the portal for your customers to clear outstanding invoices and check their summary of account.

{{{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 sterner and provide more info? Copy-paste the correct placeholder 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.

Untitled (2)

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

 
Untitled (1)

 

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

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

 

Back To Help Portal