Sending Emails

Send emails to debtors using pre-configured templates to ensure consistent, compliant communication.

Detailed Reference

For complete information about email options, templates, and compliance, see Email Communication.

Choose a template, preview merged account values, schedule the email, and verify its Communication status.

Click to enlarge - Email communication dialog with provider and template selection

Quick Workflow

1. Open the account and click Email in the account toolbar
2. Choose the Provider that should send the email
3. Set the On date for immediate or future delivery
4. Verify the To address from the debtor email records
5. Select a template from Using Template
6. Click Preview to review the full email with merged account data
7. Send or schedule using the available footer action

After Sending

Emails appear in the Communication Tab with their current status, such as Awaiting Approval, Scheduled, Sent, or Failed.

Related Topics

• Email Communication - Complete email reference
• Communication Tab - View all emails
• Email Templates - Manage email templates
• Communication Providers - Manage sending providers
• Call Backs - Follow up on emails
• Notes and Alerts - Document email activity