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Day 4: Escalated Correspondence Measures

Learn how to effectively track and collect payments from reluctant customers and handle escalated correspondence in this course.

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About this course

promoImage Day 4: Escalated Correspondence Measures
description
lessonOverview

This tutorial provides steps to handle reluctant customers in HighRadius Autonomous Collections Software.

Learn how to eliminate manual tasks by automatically sending past-due notices, reading through customer replies, identifying intent, and creating tasks.

After going through refresher Escalated Correspondence Measures training, you will be able to:

  1.  Set up dynamic email templates that are leveraged to automatically send past-due notices and proactive reminders to customers.
  2.  Automatically track whether your customers are receiving, opening, and clicking on your correspondence emails.
  3.  Automatically process customer emails to create tasks for the collectors, such as a promise to pay, a reminder to follow up, or a dispute.
  4.  Schedule and send emails automatically to your customers with payment links making it quick and easy to receive payment.

Curriculum

  • Escalated Correspondence Measures [25 Mins]
  • Lesson 1: How to Escalate When a Customer is Reluctant to Pay
  • Lesson 2: Overview of the Collections Worklist UI
  • Lesson 3: How to Check Correspondence History and Email Inbox
  • Downloadable Asset
  • Downloadable Asset: Collections Cloud- End User Training

About this course

promoImage Day 4: Escalated Correspondence Measures
description
lessonOverview

This tutorial provides steps to handle reluctant customers in HighRadius Autonomous Collections Software.

Learn how to eliminate manual tasks by automatically sending past-due notices, reading through customer replies, identifying intent, and creating tasks.

After going through refresher Escalated Correspondence Measures training, you will be able to:

  1.  Set up dynamic email templates that are leveraged to automatically send past-due notices and proactive reminders to customers.
  2.  Automatically track whether your customers are receiving, opening, and clicking on your correspondence emails.
  3.  Automatically process customer emails to create tasks for the collectors, such as a promise to pay, a reminder to follow up, or a dispute.
  4.  Schedule and send emails automatically to your customers with payment links making it quick and easy to receive payment.

Curriculum

  • Escalated Correspondence Measures [25 Mins]
  • Lesson 1: How to Escalate When a Customer is Reluctant to Pay
  • Lesson 2: Overview of the Collections Worklist UI
  • Lesson 3: How to Check Correspondence History and Email Inbox
  • Downloadable Asset
  • Downloadable Asset: Collections Cloud- End User Training