Policies & Templates

Last Updated: 2025-12-02 10:48 UTC

Personas: Controller / A/R Manager / Legal

Tier Availability: Policy-as-Code features require a Growth, Scale, or Enterprise subscription. Starter plans include basic cadences only.

What you'll learn

Create or edit a cadence.
- Navigate to Admin → Policies and select New Cadence or edit an existing one.
- Choose tone presets (Formal, Neutral, Confident) and define message steps with offsets (e.g., Day 0, Day 7, Day 14).
Set guardrails.
- Configure quiet hours, maximum sends per day, and escalation triggers (e.g., escalate to Operator if no response after Day 21).
- Define discount and credit caps; specify which roles must approve exceptions.
Manage templates.
- Edit email bodies with merge tags like {customer_name}, {invoice_balance}, and {pay_link}. Preview how the message renders for sample invoices.
- Attach supporting documents (e.g., latest statement) when relevant.
Version and publish.
- Draft changes in a new version without impacting live cadences.
- When ready, publish and select which segments should receive the update. Plixo logs the change in the audit trail.

Each active segment references the correct cadence version.
Approval thresholds align with finance policy and trigger notifications as expected.
Templates use consistent branding and merge tags without errors.

Editing the live version. Always use drafts so you can review before changes go live.
Overlooking quiet hours. Default settings may send during customer off-hours; customize for global teams.
Hardcoding amounts. Use merge tags to avoid inaccurate balances.