Can I group customers I do not wish to send reminders to?
This FAQ explains how to group customers in Satago so they do not receive automated reminders, statements, or thank you emails. You can use customer groups and template settings to control which customers receive communications.
Where do I manage customer groups?
Customer groups are managed in Credit Control > Group Configuration. Here, you can create new groups and assign customers to them.
How do I create a group for customers I do not want to chase?
Go to Credit Control > Group Configuration.
Click Create New Group.
Name your group (e.g., “Do Not Chase”). You can copy settings from any existing group.
Click Create.
How do I move customers into this group?
Select your new group and click on Assign customers.
Select the customers you do not wish to chase.
Click Move to [Your Group Name].
Customers can be moved back to the Default group or any other group at any time.
How do I disable reminders and emails for this group?
Go to Credit Control > Group Configuration and select your new group.
Go to Reminder Emails within template and click the bell icon to disable all reminders for that group
You can also disable Statements and Thank You emails using the bell icon in their respective boxes.
How do I check if emails are disabled for the group?
When you view your group under Credit Control > Group Configuration, you should see that each template is disabled. Customers in this group will not receive any automated emails
Need more help?
If you have any issues managing customer groups or disabling reminders, please contact our customer support team via the Satago Help Centre.