Collection Template Configuration
The collections workflow in Rev.io allows the user to apply a collection rule set to a customer and set parameters to automate the collections process.

  1. First, go to Settings > Collection Templates to configure the collection rules

    https://library.rev.io/download/attachments/21823778/image126.png?version=1&modificationDate=1408985787000&api=v2
  2. Click New to create a new template.

Complete the following fields under Template Settings.

  • Description – This will be the name of this template.
  • Balance Limit – This will be the balance threshold that must be met in order for the collection template to apply.

    https://library.rev.io/download/attachments/21823778/image127.png?version=1&modificationDate=1408985805000&api=v2

Collection Steps

Next create the Collection Steps for the template. To add a step, select the appropriate option from the Add a Step drop down list and select Add. The following options are available:

  • Letter – This step will generate a letter that can be printed to your local printer or print vendor when integrated.
  • Email Letter – This step will generate an email that can be sent to the customer directly from Rev.io.
  • Phone Call – This option will create a phone call list that can be manually worked or if integrated with an IVR service, can be automatically processed.
  • 2 Way Suspend – This option will create a 2 Way suspend order. When integrated with a carrier, the end result of this option may vary. When a suspend order is processed the customer will continue to bill monthly recurring charges.
  • 1 Way Suspend – This option will create a 1 Way suspend order. When integrated with a carrier, the end result of this option may vary. When a suspend order is processed the customer will continue to bill monthly recurring charges.
  • Block Long Distance – This option will generate an order to block the customer's long distance service. Again, the end result may vary depending on carrier integration.
  • Disconnect – This option will generate a disconnect order. This order can flow through to a carrier where integrated. Once completed the customer's service will stop billing.
    Once selected a unique screen applicable to the step type must be completed.
  • Manual - This option allows the client to add any step to the collection process that is not supported by Rev.io or to take advantage of the Rev.io SMS integration. Basically this step will generate a list of customers in the Collection Summary that can be used to perform other steps outside of the system. This is the step used when producing information for outside collection agencies.

    https://library.rev.io/download/attachments/21823778/Screen%20Shot%202015-12-18%20at%209.21.51%20AM.png?version=1&modificationDate=1450452036000&api=v2

Letter

Complete the following fields for the Letter step.

  • Description – This will be the name of the rule. If using multiple templates, make sure to create a unique name for similar steps so that the step can be easily identified in the collections workflow.
  • Grace Period – This field represents the number of days past the due date that must pass before the collection rule will apply.
  • Independent Step - Check this box to designate a "jump to" step even if no other steps have been completed for the customer. This creates a hard rule so that no customer goes without collections when a template is assigned. If this box is not selected, the collection step will be driven off of the date of the last executed step. If this step is selected, this date will be driven exclusively off of the Due Date, irregardless of the last executed step.
  • Automate Step – Check this box to automate this step. Keep in mind that this option may not make sense for steps that inherently require a manual intervention.
  • Copy to FTP Site - Copying data to an FTP site will allow for sending data to a third party print vendor for physically printing the collection letters.
  • Display Data – The Preview option allows the user to review the letter before sending to a customer.
    https://library.rev.io/download/attachments/21823778/Screen%20Shot%202015-12-18%20at%209.29.08%20AM.png?version=1&modificationDate=1450452466000&api=v2

Next, write the letter using Place Holder Codes (indicated by the $) and the Content window below. Formatting, image insert and HTML tools can also be found in the Content window.https://library.rev.io/download/attachments/21823778/Screen%20Shot%202015-12-18%20at%209.38.31%20AM.png?version=1&modificationDate=1450453034000&api=v2

Once complete, press the Preview button in the Options section to download and review a copy of the letter.
Email Letter

  1. Complete the following fields for the Email Letter step
    • Description – This will be the name of the rule. If using multiple templates, make sure to create a unique name for similar steps so that the step can be easily identified in the collections workflow.
    • Grace Period – This field represents the number of days past the due date that must pass before the collection rule will apply.
    • Independent Step - Check this box to designate a "jump to" step even if no other steps have been completed for the customer. This creates a hard rule so that no customer goes without collections when a template is assigned. If this box is not selected, the collection step will be driven off of the date of the last executed step. If this step is selected, this date will be driven exclusively off of the Due Date, irregardless of the last executed step.
    • Automate Step – Check this box to automate this step.
    • From Email – Use this field to supply an email address that will send the emails.
    • Subject - Use this field to control the email subject.
    • Display Data – Press Preview to see a copy of the letter created.
    • Preview Email – Send a copy of the email to the address supplied in this field.

      https://library.rev.io/download/attachments/21823778/Screen%20Shot%202015-12-18%20at%209.58.32%20AM.png?version=1&modificationDate=1450454340000&api=v2

Next, write the letter using Place Holder Codes (indicated by the $) and the Content window below. Formatting, image insert and HTML tools can also be found in the Content window.


https://library.rev.io/download/attachments/21823778/Screen%20Shot%202015-12-18%20at%2010.00.29%20AM.png?version=1&modificationDate=1450454366000&api=v2Once complete, press the Preview button in the Options section to download and review a copy of the letter.

Phone Call

Complete the following fields to add a Phone Call step to the Collections Template.

  • Description - This will be the name of the step. If using multiple templates, make sure to create a unique name for similar steps so that the step can be easily identified in the collections workflow.
  • Grace Period – This field represents the number of days past the due date that must pass before the collection step will apply.
  • Independent Step - Check this box to designate a "jump to" step even if no other steps have been completed for the customer. This creates a hard rule so that no customer goes without collections when a template is assigned. If this box is not selected, the collection step will be driven off of the date of the last executed step. If this step is selected, this date will be driven exclusively off of the Due Date, irregardless of the last executed step.
  • Use Auto Dialer – If using an IVR this field must be selected and the dependent field, Dialer Profile, must be completed as well.
  • Dialer Profile – Only available if using an auto dialer. This profile controls the functionality of the call.
  • Automate Step – Check this box to automate this step. Keep in mind that this option may not make sense for steps that inherently require a manual intervention.

    https://library.rev.io/download/attachments/21823778/Screen%20Shot%202015-12-18%20at%2010.02.13%20AM.png?version=1&modificationDate=1450454484000&api=v2

1 Way and 2 Way Suspends

Complete the following fields to add a 1 Way or 2 Way Suspend step to the Collections Template.

  • Description - This will be the name of the step. If using multiple templates, make sure to create a unique name for similar steps so that the step can be easily identified in the collections workflow.
  • Grace Period – This field represents the number of days past the due date that must pass before the collection step will run.
  • Independent Step - Check this box to designate a "jump to" step even if no other steps have been completed for the customer. This creates a hard rule so that no customer goes without collections when a template is assigned. If this box is not selected, the collection step will be driven off of the date of the last executed step. If this step is selected, this date will be driven exclusively off of the Due Date, irregardless of the last executed step.
  • Automate Step – Check this box to automate this step. Keep in mind that this option may not make sense for steps that inherently require a manual intervention.

    https://library.rev.io/download/attachments/21823778/Screen%20Shot%202015-12-18%20at%2010.03.43%20AM.png?version=1&modificationDate=1450454530000&api=v2If this step is automated an order will be created. If integrated with a carrier and the flow through service is on in Rev.io the order will be automatically sent to the carrier.

Block Long Distance
Complete the following fields to add a Block Long Distance step to the Collections Template.

  • Description - This will be the name of the step. If using multiple templates, make sure to create a unique name for similar steps so that the step can be easily identified in the collections workflow.
  • Grace Period – This field represents the number of days past the due date that must pass before the collection step will apply.
  • Independent Step - Check this box to designate a "jump to" step even if no other steps have been completed for the customer. This creates a hard rule so that no customer goes without collections when a template is assigned. If this box is not selected, the collection step will be driven off of the date of the last executed step. If this step is selected, this date will be driven exclusively off of the Due Date, irregardless of the last executed step.
  • Automate Step – Check this box to automate this step. Keep in mind that this option may not make sense for steps that inherently require a manual intervention.

    https://library.rev.io/download/attachments/21823778/Screen%20Shot%202015-12-18%20at%2010.04.59%20AM.png?version=2&modificationDate=1450454654000&api=v2If this step is automated an order will be created. If integrated with a carrier and the flow through service is on in Rev.io the order will be automatically sent to the carrier.

Disconnect

Complete the following fields to add a Disconnect step to the Collections Template.

  • Description - This will be the name of the step. If using multiple templates, make sure to create a unique name for similar steps so that the step can be easily identified in the collections workflow.
  • Grace Period – This field represents the number of days past the due date that must pass before the collection step will apply.
  • Independent Step - Check this box to designate a "jump to" step even if no other steps have been completed for the customer. This creates a hard rule so that no customer goes without collections when a template is assigned. If this box is not selected, the collection step will be driven off of the date of the last executed step. If this step is selected, this date will be driven exclusively off of the Due Date, irregardless of the last executed step.
  • Automate Step – Check this box to automate this step. Keep in mind that this option may not make sense for steps that inherently require a manual intervention.

    https://library.rev.io/download/attachments/21823778/Screen%20Shot%202015-12-18%20at%2010.05.40%20AM.png?version=1&modificationDate=1450454667000&api=v2If this step is automated an order will be created. If integrated with a carrier and the flow through service is on in Rev.io the order will be automatically sent to the carrier.