Eager to get started? You can begin configuring Tesorio before your data is even imported!
Configure Before Data Imports
The table below will guide you through what you can do to get a head start before your sync is complete.
Tesorio Task | Description | Reference |
Set specific system access groups to assign to users | ||
Create users and assign them to permission groups | ||
Configure your global email settings for dunning campaigns | ||
Set your company time zone and fiscal period | ||
Determine aging bucket thresholds and colors | ||
Create and configure the way you want your statements to look for your customers | ||
Create and configure the email templates you'd like to use in your campaigns |
Configure After Data Imports
The table below will guide you through what can only be configured after your data imports.
Tesorio Task | Description | Reference |
Determine how your statements should look. | ||
Select three times of day that you want Tesorio to sync (API only) | ||
Determine the contact source priority in your Company Settings | ||
With your data imported, you can turn on custom fields if you choose to use them | ||
If using custom fields, you will want to revise your email templates to account for any custom fields you wish to add. | ||
Begin your campaign journey by segmenting your customers and determining automations you want to leverage. |