How can I customize my workflow action template with placeholders?

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.
{{customerID}} - Payer account ID.

You can view the Customer ID of a customer under the details section in the Customers tab.
Screenshot 2024-04-03 at 4.12.32 PM

{{payerCustomField.CUSTENTITY_OPERATOR_ID}} - Custom fields for the customer details.

To find the CUSTENTITY_OPERATOR_ID, please go to "Settings", and click on "Custom Fields" and the ID of the custom field is listed right under the custom field name. 
Example:

Screenshot 2024-02-16 at 8.58.27 in the morning

 

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).
{{totalAmountDueAndOverdue}} - The total amount of the due and overdue invoices.
{{totalOutstanding}} - Total amount of all invoices minus all payments and credits

{{total_overdue_with_interest}} - Total of the overdue invoices with interest
{{total_unapplied_payments}} - Total unapplied payments for each customer
{{overdue_net_of_unapplied_payments}} - Total overdue amount excluding unapplied payments (if any) at the customer level (Sum of all invoices that are overdue for the payer - sum of all unapplied payments for the payer)
{{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.

Screen Shot 2023-06-15 at 15.25.23

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

{{table_overdue_with_interest}} - Embed a table of outstanding invoices along with the late payment fees from the company payer in automatic email reminders. To enable this please reach out to support@peakflo.co!

Screen Shot 2023-06-15 at 15.28.33

{{table_with_early_payment_discount}} - Embed a table of outstanding invoices along with the early payment discount from the company issuer in automatic email reminders. To enable this please reach out to support@peakflo.co!
 

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

Screenshot 2024-02-01 at 12.12.19 in the afternoon

{{table_current_outstanding_SOA}} - Embed a table of Statement of Account (SoA) which includes outstanding invoices, unapplied payments, and unapplied credit notes from the payer company in automatic payment reminder. Example below:

smoke

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

{{note}} - Invoice note.

{{invoiceCustomField.CUSTENTITY_OPERATOR_ID}} - Custom field for invoice details.



Customer Portal & Customer Payments

If you want to add customer portal and customer payment links in the email body then use these placeholder below:

{{{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 summary page for your customers to make payments for a single invoice through bank and QRIS.
{{{directPaymentLink}}}  - Link for customers to make payments directly through the payment gateway, without needing to use the Peakflo customer portal. The amount of the payment is equal to the sum of the outstanding amounts of the invoices. 

Note
Depending on the country the payment method will be:

  • Indonesia: Supporting QRIS
  • India: Supporting all payment methods
  • Singapore: Supporting bank transfer
If there are payments or credit notes with unapplied amounts - they will not be taken into account.

{{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. 


Customize "Pay Now" Button 
If you want to customize the "Pay Now" button for emails with customer portal and customer payment links then follow the steps below:
1. Locate the "Pay Now Link" drop dow option in the Action Editor.
Screenshot 2024-05-04 at 3.06.56 AM
2. Click on the drop down and select the option that you would prefer.
Screenshot 2024-05-04 at 3.11.11 AM
Here what each option mean:
Customer Portal Link: Link to the portal for your customers to check all their payables and check their summary of account.
Currency Payment Link: A direct link to the payment page for your customers to select a payment method, input withholding tax (if applicable), and clear outstanding invoices.
Direct Payment Link: Link for customers to make payments for the sum of the outstanding amounts of the invoices directly through the payment gateway, without needing to use the Peakflo customer portal.
Invoice Payment Link: Link to the payment summary page for your customers to make payments for a single invoice.
Direct InvPayment Link: Link for customers to make payments for a single invoice directly through the payment gateway, without needing to use the Peakflo customer portal.
 

Other 

{{{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