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  1. Debt Pay Pro
  2. Software Basics

Software Basics

Contacts

Tasks

Files

  • Uploading files

Documents

  • Document Packages
  • HTML editor
  • PDF document builder
  • Creating Document Templates with the PDF Builder
  • Adding attachments to email templates
  • Adding a hyperlink to a template
See all 7 articles

E-Marketing

  • Setting up an e-marketing campaign
  • Email Templates
  • Adding a DNS record
  • Recommended SMTP providers

SMS

  • SMS: Understanding message segments
  • SMS: Triggers
  • SMS: Campaigns
  • SMS: Sending and Receiving SMS Messages
  • SMS: Sending ClixSign or e-sign requests
  • Setting up the SMS platform

Enrollments / Payments

  • Earned Performance Fee Control
  • Earned Performance Fee Reversal
  • Submitting, Approving and Enrolling Contacts
  • Graduating Clients
  • Cancel Program
  • Reset Client
See all 16 articles

Reports

  • DebtPay Insights Overview

FAQ

  • How to Take Screenshots or Capture a Video
  • FAQ - Software Basics
  • System Performance
  • Changing or resetting your password