Collection tag inserter

Managing collections effectively is essential for maintaining a healthy cash collection, and our Collection Tag Inserter is designed to simplify this process. This feature enables you to apply meaningful, actionable tags to your collection reminders, helping you organize and streamline your follow-ups with ease.

Why use tags?

Tags are incredibly helpful for managing your workflow. With the Collection Tag Inserter, you can focus on what matters most, saving time and reducing the risk of missed payments. While setting your actions, include tags in your templates. Each tag will return a specific value when the action is triggered.

For instance, this template… 👇	…becomes this action 👇

Insert tags in your action templates

Access your Workflows list view and either select an existing workflow or create a new one. Then click on the action you wish to update and follow these steps:

Step 1 - Add a tag by typing `/`

Step 2 - Search for a tag by typing it in the editor.

The tags are ranked by usage within our base. Your customer and invoice custom fields are available on the list. Once selected, you can easily identify what part of your content is a tag:

💡 Certain tags are provided with an information tooltip:

You can also add a hyperlink:

1 - Type your text in the email body and highlight it	2 - Click on the hyperlink symbol on the right:	3 - Add your URL and click Submit:

This is what it’d look like in the email template:

Add bold, italic or underline your text and tags:

💡 HTML options available in our previous version won’t be available per se. However, you can now directly apply bold, italic or underlined format by using your keyboard. Highlight your text, then:

For bold, press Cmd b or Ctrl b ;
For italic, press Cmd i or Ctrl i ;
To underline, press Cmd u or Ctrl u.

→ Or use the tools at the bottom of the email body:

3 - Don’t forget to save!

Once you’ve updated your template, remember to click Save. Then, you can proceed to the next action.

What tags are available?

Display Name	Description
Organization name	Name of the organization that is used to send the reminder (Settings > Company).
User name	For manual emails, it will display the full name of the user sending the email.
For automatic emails, it will display the full name of the user/alias selected as Sender.
Assigned user first name	First name of the assigned user. If there are several we take the first one assigned.
Assigned user last name	-
Assigned user full name	Full name of the assigned user. If there are several, we take the first one assigned.
Assigned user email	Email of the assigned user. If there are several we take the first one assigned.
Today	Date of the day (MM/DD/YYYY) the reminder is sent.
Main contact full name
Main contact first name
Main contact last name
Main contact email
Customer name	Name of your customer, as displayed in Upflow.
Customer portal link	Link to the customer portal.
Parent customer name	If you use customer hierarchies, the name of the parent/group customer.
Parent customer portal link	If you use customer hierarchies, link to the parent/group customer portal.
Customer external Id	Id of your customer in your source system.
Customer outstanding amount	When the email is sent (=due+overdue-unapplied).
Customer due amount	-
Customer overdue amount	-
Customer unapplied amount	Payments, refunds or credit notes unapplied to other references (invoice, payment).
Due invoice number list	List of the due invoice references. Comma-separated.
Overdue invoice number list	List of overdue invoice references. Comma-separated.
Outstanding invoice number list	List of all due + overdue invoice references. Comma-separated
Carrying invoice number	The oldest unpaid invoice of the customer at the time.
Carrying invoice title	Title of the collection’s carrying invoice.
Carrying invoice link	Download link for the carrying invoice PDF. This link has a default validity of 25 days. Learn more here.
Carrying invoice issue date
Carrying invoice due date
Carrying invoice total amount
Carrying invoice outstanding amount
Carrying invoice expected amount
Carrying invoice days since issue date	Number of days since the invoice was issued.
Carrying invoice days to issue date	Number of days until the issue date.
Carrying invoice days to due date	Number of days until the carrying invoice is due.
Carrying invoice days since due date	Number of days since the carrying invoice is due.
Last reminder date	The date when the last collection action was executed.
`{custom_field.label}`	Your custom fields will be available as option as well.

Dedicated tags for Stripe billing and Chargebee integrations only:

Stripe customer portal link	Link redirecting to your customer’s Stripe Portal.
Chargebee manage payment sources link	Link redirecting to the customer’s Chargebee’s Manage payment sources page
Chargebee collect now link	Link redirecting to the customer’s Collect Now page

Note

The tags are available in collection reminders, billing emails and action campaigns.
The tag inserter is not yet available in the Actions To do list.
The date and amount related tags format will be based on the customer’s billed currencies. Learn more here.
If the customer has an unapplied balance in a different currency than their billed one, the unapplied amount will be displayed next to their outstanding balance when using the “Customer outstanding amount” collection tag. While if it’s in the same currency, it’ll be included in the amount displayed.

Conclusion

The Collection Tag Inserter allows you to streamline your collections process by automatically adding relevant tags to your collection reminders. This feature helps you to automate your collection reminders’ personalization, based on specific criteria. Do you have any questions, or feedback? Contact our Support team!

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Collection tag inserter

Why use tags?