PDCflow Workflows
Debt collection agencies that need to collect E-Sign consent before sending a validation notice via email
See the workflow step-by-step
Your challenge
- Your collection agency needs to follow compliance by sending a model validation notice and other official documents to consumers.
- More consumers than ever expect (and prefer) email over traditional mail.
- Your agency must receive special consent before sending certain documents to consumers.
What's going wrong
- In some cases, you need to get E-Sign consent from consumers before sending the model validation notice or other documents via email.
- Without a workflow in place to get consent, your collection agency must send validation notices through traditional mail. This costs more than email, and is less effective at engaging consumers.
What you'll need
- Flow for eSignatures
What you'll do
- Create a one-step workflow to collect an esignature consenting to receive personal documents via email.
- Set up a template your agents can use over and over with just one click.
- Lockdown workflows by group, department, or location and for specific users.
- Get real-time notifications when the E-Sign consent document is signed.
HOW YOU'LL DO IT
- Create a one-step workflow
- Send an E-Sign consent form
- Your customer's experience
- Get real-time notifications
Create an E-Sign Consent template.
- Reduce time and money spent on letter vendors and postage to engage consumers by getting E-Sign consent.
- Create a workflow template to get an esignature opt-in to email communications.
Start in your PDCflow dashboard view.
Choose your E-Sign consent template.
- Add your customer’s email address or phone number.
- Upload a PDF of the E-Sign consent form.
- Click Send Flow.
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, a unique URL will open so they can view and digitally sign the Esign consent form.
Receive an email notification when your Flow is completed.
- Know when a Flow is completed, disputed, expired or failed.
The problems you will solve
- Maintain compliance with regulatory requirements by getting the appropriate consent paperwork signed.
- Save money on operating costs by using email communication.
- Increase engagement by getting consent to email—one of the top consumer-preferred communication channels.
Want to know more about PDCflow Software?
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ONE-STEP PROCESS
Consolidate multi-step processes into one easy step for your staff and customers. Eliminate the need for multiple software vendors. Send all your business transactions in one Flow smart request.
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