Create a Professional Payment Reminder Letter to Client for Engineering

Payment reminder letter to client for Engineering

then payment reminder to the client using the tag after login click on automation and settings after that click on process flow you will navigate to this page where you can see a list of process flow [Music] now click on create new we have three options marketing funnels task automation batch report select task automation [Music] after that you need to write the flow name and if you want to add some description then add it after that click on save this page will open now you need to click on the plus button after that click on the event then you need to change applies to for that click on the drop-down of applies to after that click on account then you need to search for events for that click on the event search for account tag added and select that then you need to search for the custom filter search for account tag send payment and select that if you do not have that query then click on the plus button to create a new query you need to create this query after that click on save then you need to click on the plus button again now you need to click on email then you need to change applies to for that click on the drop-down button of the applies to [Music] after that select account then you need to attach template for that click on template search for a payment link to the client and select that then click on email template preview this is a preview of your selected template after that click on cancel then you need to click on save then you need to connect event and email your process flow is ready to use just click on save for any questions please mail us at support easycloudbooks.com or visit .easycloudbooks.com and book an appointment from chat