Engagement Manager Overview

You never really know why a customer is late paying their invoice. Often times, the only way to find out is to engage the customer. But that can take time. The Engagement Manager was designed get invoices paid by engaging customers. Using multiple channels (email, postal, text), personalization and automation, your invoices will get paid.

Review, edit, customers email templates. Then add emails, snail mail reminders, and text messages to your timeline.

An overview of Engagement Set Up dashboard where you can create email templates to your liking
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