Satago’s Additional Settings page gives you access to additional features for managing your credit control communications and schedules.
You can access the additional settings page across different tabs.
1. How do I update the email used for automated messages?
If you need to change the mailbox used for sending automated messages (for example, if your domain has changed or you connected the wrong mailbox):
Disconnect the current mailbox by clicking the red Disconnect button.
Click Your Domain and enter the new mailbox email address.
Select your mailbox provider and log in to authorise Satago.
Follow the prompts to enter your password and authorise Satago.
Troubleshooting: If you see a permissions error, contact your IT team to complete the integration.
2. How do I add or update my company logo in emails?
Upload your company logo in the Additional Settings page to include it in all emails sent to your customers.
3. Can I CC someone on all outgoing emails?
Yes. Use the Always CC option to select a user from the dropdown list who will be copied on all outgoing emails.
4. How do I edit the email footer?
You can add or update the email footer at any time. The footer appears at the bottom of every invoice reminder, statement, and “Thank You” email.
SMS
1. How do I change the SMS sender name?
By default, your SMS sender name is your organisation’s name (shortened to 11 characters). You can update this in your SMS template at any time.
2. How do I buy more SMS credits?
You can purchase SMS credits at any time, whether you’ve run out, the feature isn’t included in your subscription, or you’re on a trial.
Schedules
How do I manage schedules for reminders?
View existing schedules and see which groups they apply to.
Change the name, days, or time of a schedule.
Delay all reminders until a specific date or delete a schedule.
To assign a schedule to a group, click the group name to return to the configuration page.
Follow the Manage Your Schedule steps.
Others
On the “Others” tab, you can:
Set a minimum amount for reminders.
Apply late payment fees.
Define the default treatment for new customers.
Look for the question mark icons for additional guidance on each feature.
Who can I contact for help?
If you have any questions about your account, please reach out to our customer success team via the Satago Help Centre