PDCflow Workflows
Debt collection agencies and other companies that want to reduce aging receivables through bulk debt settlement agreement campaigns
See the workflow step-by-step
Your challenge
- You are a debt collection agency tasked with collecting on many delinquent accounts.
- You are a company with a history of late payments or large lists of unpaid customer accounts.
What's going wrong
- Customers who owe money aren’t responding to paper billing statements.
- Follow up reminder calls to customers aren’t getting answered, so bills aren’t getting paid.
- Your company has too many accounts for agents to manually target for collection one-by-one.
What you'll need
- Flow for eSignatures with Payments Added
- Debt settlement agreement offer
What you'll do
- Create custom payment schedules for each client with ease. Set clear terms for payments to avoid confusion or disputes.
- Upload a spreadsheet of all settlement campaign recipient information.
- Set up a template your agents can use over and over with just one click.
- Create a one-step workflow to deliver your settlement offers and collect payments from up to 5,000 recipients at once.
- Get real-time notifications when settlement documents are delivered and payments are completed.
HOW YOU'LL DO IT
On-Demand Demo
Watch this short demo video to learn how to send bulk SMS and emails for bulk debt settlement agreements.
How to use PDCflow for bulk debt settlement agreements
- Create a one-step workflow
- Send a debt settlement agreement offer
- Steps to a successful bulk send
- Your customer’s experience
- Get paid
Create a debt settlement agreement template.
- Reduce time and money spent on letter vendors and postage to send settlement offers in bulk.
- Create a workflow template to send a settlement agreement offer to thousands of unpaid accounts at a time.
Start in your PDCflow dashboard view.
Choose your debt settlement agreement template.
- Add your settlement agreement letter PDF or add settlement agreement language into the body of your email.
- Upload the spreadsheet with all of your recipient information.
- Submit your request and the system will do the rest of the work.
How to submit your bulk file.
- Change Entry Type from Single Flow to Bulk Import.
- Select and upload your spreadsheet file.
- The PDCflow system walks you through the steps to confirm that information is uploaded properly for a successful bulk send.
Your customer receives the email.
- The email From field is customized with your company name.
- The email message is customized with your message for your customer.
- When your customer clicks the link to pay, they are automatically redirected to your PDCflow payment portal, where they can pay immediately.
Your customer is ready to pay.
- Clicks the secure link that is unique for their account information.
- Is directed to a secure payment form prepopulated with their account information.
- Enters credit/debit card or bank account information.
- Agrees to the debt settlement agreement and submits payment.
The problems you will solve
- Collect payments from up to 5,000 customers at a time, with just a single workflow setup.
- Make it more convenient for customers to pay quickly without speaking to a staff member.
- Eliminate letter vendors and manual staff follow-ups with bulk, automated payment requests.
- Increase customer engagement by making it faster and easier for people to pay.
Who used it & real-life benefits
“Using bulk email and SMS communications has significantly increased our contact rates and allowed us to reach consumers more effectively.”
Collection Agency
PDCflow Customer, IT Director
Learn more about Bulk Send
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