Chase job & payment email

You can use Flyerlink to send out daily reminder emails to your customers requiring their input on your jobs.

This is an opt-in service, to opt in head to Workgroup > Admin > Workgroup Settings > View/Amend

Tick "Send emails to chase jobs"

If you do this, we'll send an email called CHASE_JOB_DIGEST every morning on working days (excluding weekends and holidays) to any customer who have jobs waiting on them in your Workgroup Summary.

We'll send out an email with a summary of all the customer's jobs at different statuses, with links to the next step required in their microsite.

• Status 025 (file supply required) or 057 (file resupply required)

FILE SUPPLY OR RE-SUPPLY REQUIRED

The following jobs need files uploaded:
http://www.yourmicrosite.co.uk/account/upload-files/{{jobcodes}}

• Status 031, 032, 033 or 039 (proof send by fax, phone, email, online)

PROOF FEEDBACK NEEDED

We've sent you proofs for the following jobs:
http://www.yourmicrosite.co.uk/account/view-job/{{jobcodes}}
Please reply with your feedback.

• Status 037 (filecheck review requires approval)

FILECHECK APPROVAL NEEDED

The following jobs have been pre-flighted to highlight potential problems. The results need to be approved for print:
http://www.yourmicrosite.co.uk/account/review-filecheck/{{jobcodes}}

• Status 038 (bulletproof review requires approval)

BULLETPROOF APPROVAL NEEDED

The following jobs have had design work done that needs to be approved for print:
http://www.yourmicrosite.co.uk/account/review-filecheck/{{jobcodes}}

For all these emails, we ignore jobs with waiting controls.

Chasing payments

The chase email also has a section chasing jobs requiring payment.

We also send the email to customers who have a job control saying you are waiting for payment or their credit limit exceeded.

We send this when the job is on ANY status (except for status 000)

PAYMENT REQUIRED

The following jobs require payment to be approved for print:
http://www.yourmicrosite.co.uk/account/review-filecheck/{{jobcodes}}

If you're customer belongs to a category that hides invoices & payments, we won't chase payments for them.

Who gets emailed?

We email the main contact of the job
And any other contacts associated to the customer that have “CC in proof emails” ticked
However we skip any contacts that are unable to accept their jobs.

Chasing invoices

You can also send a weekly chase invoice email that will automatically send emails first working day of the week to the customers with a summary of their Overdue invoices.

To do head to Workgroup > Admin > Workgroup Settings > View/Amend
Tick "Send emails to chase overdue invoices"

Before turning this on we recommend running a report to see the emails that will be sent out.

You can find a list of overdue invoices using the Unpaid Invoice report via Workgroup > Invoices > Reports > Unpaid Invoices

This will show which customers will be emailed and which invoices they will be emailed for. If you've been using a different invoicing system for tracking invoices before this you may want to cross check that Flyerlink knows invoices have been paid before you chase by allocating payments to paid off invoices.

This report includes all unpaid invoices, regardless of whether the customer is emailed invoices or not

However, the chase invoice email only goes to customers who are emailed invoices from Flyerlink
We exclude customers where the account contact isn't emailed an invoice, and any customers in categories that hide payments or don't send emails.