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You can email a debtor from SimplicityCollect directly or in bulk. You can test this by picking an account and using your own email address for the debtor’s profile, and emailing a document to yourself.

The email it sends from will be the email your company has on file in Settings > Administrators > Company/CC Settings. If you wish to change this email, you must log out then log back in for the change to take effect.

Certain emailing options that are available in Simplicity include:

  1. Create custom email templates (Tools > Custom Notification Manager)
  2. Preview email and document before sending (This option is located on the Account Details page in the Notifications area ).
  3. Send Word or PDF attachments (through the Account Details screen in DocGen area  or Bulk Account Manager).
  4. Send automatic payment reminders for payment plans (enable this option on the Payment Plan screen).
  5. Set up other automated emails by going to Tools > Automation Tools > Account Automation.

Email Options

When sending a DocGen or Custom Notification you will receive the option to send it to one or more addresses including any co-debtor addresses as long as the email is not “Bad”. You will also have the option to send it with a carbon copy and/or blind carbon copy. If the client for this account has an email address on the Client Settings screen, it will be included as an option as well (permitting that this is enabled for the applicable User Group settings).

Bulk Email Agreement

SimplicityCollect encourages the use of sending emails in bulk through the Bulk Account Manager tool. However, to maintain the credibility of our email server and ensure that emails are not flagged as “spam”, email functionality will be suspended if an individual bounce rate is greater than 10% of the emails sent in one batch. Suspension will be re-evaluated 3 to 5 business days from the date of suspension. If bounce rate continues to exceed 10% in one email batch, we advise setting up SMTP connection by contacting your email host (Gmail, Outlook, Yahoo, AOL, GoDaddy etc.).

To prevent emails from being bounced, we advise taking the following precautions:

  • Enable Email Skip Trace to verify emails are in good status
    • Go to Tools > Automation Tools > Account Automation and set up an automation for the Event “Skip Trace Successful” with the Action “Add Action Code”. When sending emails through the Bulk Account Manager tool select the action code identifying successfully skipped emails as an additional filter.
  • Generate and view a report of previously bounced emails by going to Settings > Administrators > Email Settings and mark those emails as “bad”.
  • Do not generate emails to email addresses in a “bad” status.
See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.