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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

Your Actions are divided in two tabs: To do and All. Each tab has its specificities and benefits, to better manage and check actions on a daily basis.

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Actions To do list

The To do list (or tab) will only display manual actions that are assigned to you, only or partially. They will be displayed in the list from the moment they’re due. Pending manual actions are all available under the “All” subtab, and you can then check each type per source: Reminders, Replies, Billing, Campaigns. Replies and Billing will only be displayed if the related features are enabled (learn more about replies here and Billing).

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Filter manual actions

You can filter pending manual actions per Type (email, letter, task, call, sms), workflow name, workflow type (invoice vs customer level), or campaign name (if turned manual - learn more).

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Sort manual actions

You can also sort them based on the customer (or invoice, if invoice-level reminders) outstanding amount, overdue amount or Action due date (Descending):

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Manage my manual actions

You can click any actions in your To do list, edit them as needed (1), then either Ignore it (2) or perform it (3). (1) You can edit the action content, contacts, email sender, etc. As well as the full template proposed. Click the pending email’s type, and select one of the templates from your Workflows: (2) You can ignore a pending action from this same page. Doing so will remove it from your list, and will make the customer jump to the next one in the workflow. Learn more here. (3) Send an email, a sms or a letter, validate a task, and mark a call as completed. Learn more under each action type section here.

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Actions > All

This view is more complete than the To do list. Here, you’ll be able to review all actions for each customer, regardless of their status or due date. The default view is filtered on “Action state contains Done”, but you can change it at any time: To do so, change the filters and/or columns, and click “Save” at the top left, or Save as new for custom views.

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Filter and sort my actions

You can filter your actions as needed, add or remove columns, reorder them, and sort some of them. And export your filtered data! Note that all columns will be added to the export, even if not in the view you’re exporting.

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Read/understand my actions list

Action name: matches the related workflow template, ad hoc action type, or campaign name the action is triggered from. Customer: displays the customer name the action is for. If you have a customer hierarchy in Upflow, it’ll show the exact entity name (parent/child) the action is for. Due date: this one is a bit more specific, based on the action source. For ad hoc or campaign actions, it’ll match the creation date. For workflow billing actions, it’ll match the related invoice’s issue date (cf. Send invoices from Upflow ✨) For workflow actions, an action’s due date is the latest of:
  1. Template schedule — the action’s configured offset from the invoice due/issue date. In other words, it’s based on the invoice’s issue or due date + the template trigger time.
  2. Contact cooldown — or “Minimum contact delay” of the related workflow. The next action won’t be scheduled until the minimum number of days since the last time the customer was contacted (this can override the invoice-based date entirely)
  3. Pause end date — if collection is paused, no action is scheduled before it lifts
Performed date: the date the action is performed (sent/ignored/validated/confirmed). Action status: Done/Ignored/Failed/In progress/To do Workflow: the workflow name the action is triggered from. You’ll see the name, the customer or invoice level icon, and redirects to the workflow page when clicked. Performed by: empty when the action is automated. If manual, it’ll display the name of the user who manually performed it. Assigned to: users the action template is assigned to, if triggered from a workflow. Carrying invoice: the invoice leading the customer-level workflow, triggering a billing action, or leading an invoice-level workflow. Recipients: recipients meant to receive the email “To do”, or the ones that received it when “Done”. Delivery status: Campaign: campaign name if the action is triggered from one. Created date: the date the action was created by our system. Source: will show the action source - Billing, Workflow, Campaign, Ad hoc, or Reply.

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Check/filter specific actions

Using our filters (see full list here), you can check actions as needed:
  • See only actions that are late and should have been performed > filter on “Actions state contains To do” + “Due date is on or before today’s date ”.
  • See only actions that are due today > filter on “Actions state contains To do” + “Due date is today’s date ”.
  • See only actions to come in the next few days or weeks > filter on “Actions state contains To do” + “Due date is on or after today’s date ” / or / “Due date is between this and this date ”.
  • etc.