quqdient Digital Optimization Program Template Kit User Guide
- June 12, 2024
- quqdient
Table of Contents
quqdient Digital Optimization Program Template Kit
Product Information
The Digital Optimization Program Template Kit is designed to help accelerate your digital transformation and improve customer experience. It provides a step-by-step guide and effective email templates to assist you in optimizing your digital operations.
We are here to accelerate your digital transformation
Whether you are at the start of your journey or need support reaching the
finish line, the Digital Optimization Program is at hand to help you exceed
your organization’s goals, while improving customer experience.
THE TEMPLATE KIT
It’s our mission to get you up and running quickly with your digital optimization efforts. We want your business and your customers to realize the benefits as soon as possible! To get started, set up a global rule for your check-paying customers within Quadient AR using our step-by-step guide below. We’ve also crafted effective email templates that you can use in this workflow, or you can create your own.
HOW TO ADD THE GLOBAL RULE
**HOW TO ADD THE GLOBAL RULE FOR CHECK PAYING CUSTOMERS INTO QUADIENT AR***
- Click on workflow, then Global Rules
- Click Add Rule
- Choose Event – Payment is Received
- Click Add Custom Condition and Create New Custom Condition
- Type = Payment
- Field = Payment Type
- Operation = Contains
- Value = Check
- Action = Send Email Reminder
- Recipient = Billing Contact,
- Template = Check Customer Email Campaign (there are currently two versions, which you can copy and paste from this document)
- Save rule
- Custom Conditions
Parameters to exclude certain customers: The current limitation is 1k characters in a row. To exclude more than one customer, enter customer names separated by comma andspace or create multiple custom conditions.
This rule captures every payment received, targeting check paying customers to pay electronically. This will not interfere with any existing communications workflows you have already set up for your customers. *Payment Types must be sent (or submitted in file) to facilitate this campaign type.
These email templates can be integrated into your Global Rule for check-paying customers to emphasize the value of moving to digital payment channels. Start using them today!
EMAIL 1
Pay Online and Save on Postage!
Hello Customer Name(s),
Want to wave goodbye to check delays and vendor challenges? We have an
electronic payment solution that will save you time, money, and a whole lot of
headaches!
What are the added benefits?
Self-service: Log in and pay via digital channels at any time
Flexible: Payment methods include wire, ACH, and credit card
Convenient: Automate payments based on customizable criteria – set it and
forget it! You can click here to make a payment online.
If you’re ready to enjoy an easy and modern payment experience, we look
forward to speaking with you. Should you have any questions regarding your
electronic payment, please contact (email, phone or both).
Sincerely,
John Smith Director of Credit
EMAIL 2
Save Time and Money by Paying Online!
Hello Customer Name(s),
Are you tired of gassing up your vehicle to buy stamps and envelopes to pay
your bills? Today, there is a far easier way to settle invoices. An electronic
payment solution enables you to focus on your priorities, instead of payment
logistics!
How does it work?
Self-service: Log in and pay via digital channels at any time
Flexible: Payment methods include wire, ACH, and credit card
Convenient: Automate payments based on customizable criteria – set it and
forget it! You can click here to make a payment online.|
If you’re ready to enjoy an easy and modern payment experience, we look
forward to speaking with you. Should you have any questions regarding your
electronic payment do not hesitate to contact me.
Sincerely,
John Smith Director of Credit
READY TO GET STARTED
The Digital Optimization Program is ready for you to leverage — whether you
have an idea of where you’d like to be, or simply want to effect change but
don’t know where to begin. We’ll take time to understand your business and
work with you to develop a winning transformation strategy that benefits you
and your customers!
Contact us today: digitalopt@quadient.com