Customer Hub AR Collection E-Mail Configuration

Customer Hub AR Collection E-Mail Configuration

Introduction

Customer Hub is the name of Anterra’s accounts receivable (AR) collections interface which is designed to give your collectors the ability to efficiently see and act on outstanding balances from the perspective of a single customer. This interface is accessed via the Open AR or Historical AR grids in Anterra (additional details here).

One of the most powerful features of the Customer Hub is the ability to send personalized (mail merged) collection e-mails from templates to customers and track the progress of the collection efforts in automatically and user-created action items.

New Features

Since Customer Hub came out, we’ve received lots of feedback and have added several important new features to make this tool even more powerful:

Less Likely to be considered SPAM

Our latest update changes the default functionality of customer hub by assigning every Anterra user in your company a unique (proxy) collections e-mail address ({your.name}@{your-company}.anterracollect.com). By default, e-mails sent through customer hub will come from this e-mail address, and when your clients reply to this e-mail address it is forwarded immediately directly back to the e-mail address on the user’s account.

IT E-Mail Management Administration

The configuration is available for your Administration user from within the Admin section in the IT E-Mail Management.

From within this menu, you can select the following settings:

Selected Anterra "Send From" Domain:

This option allows you to select the suffix for your emails "send from" address, for example {your.name}@{your-company}.anterracollect.com

Automatic self carbon copy (BCC) for users

It has been possible since we created customer hub for the collector sending the e-mail to BCC themselves. We now allow you to select that you always want the collector to be BCC’ed which eliminates the option and provides them a copy.

Have all e-mails come from a single address:

This option allows you to have all emails be generated from a singular email "send from" account, as opposed to each collector having the "send from" be from their own account

Company-wide carbon copy (BCC) for collections

We now allow you to enter an e-mail address that is automatically BCC’ed for every e-mail that is sent through customer hub so that your compliance or IT team can setup a compliance, audit, or shared e-mail box for storing these communications on-premises.

Now you can use your own domain! (additional feature)

With a little bit of one-time setup by your IT department (which we’ve made available in Anterra), you can authorize Anterra to send on your company’s behalf which means the e-mails from customer hub will originate from your e-mail address and be trusted just as much as e-mails sent directly from your desktop.

Pricing:

1st Domain	$2,500 annually
Addl. Domains:	$2,000/each annually

Example: Your company has myhomebuilder.com but you also have users with e-mail addresses at westcoasthomes.net and eastcoasthomes.net.  This would be $6,500 annually for all three domains ($2,500 for myhomebuilder.com + $2,000 x 2 for the additional domains)

To opt-in to this feature, please contact our Product Inquiry department by clicking here.

Additional Best Practice

Creating rule in Outlook to place e-mails sent by Customer Hub into your Sent Items

Click on Rules tab and select Create Rule... from the dropdown. Then select Advanced Options Button.

In the Rules Wizard select condition with Anterra Alert in the subject. In step 2 select Your Requested Invoice, this will pop up a Search Text tool. Add your template email subjects into the 'Specify words or phrases to search for in the subject:' field and select the Add button for each entry. Click the OK button when complete. Select the Next button.

In the Rules Wizard you will select the 'move it to the specified folder' and the 'stop processing more rules' check box. Select the Sent Items folder from step 2 and edit the Rules and Alerts pop up. Select your sent folder and select ok and then the next button.

In Rules Wizard select the 'except where my name is in the To box' checkbox. Click the Next button.

In Rules Wizard select the 'Turn on this rule' checkbox and select the Finish button.

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