XOSync has a couple of prebuilt campaigns that you can addd to your Ontraport account.
- XOSync - Xero Invoice Statement Sent After Successful Transaction - Click Here to add it to your account
- XOSync - Xero Overdue Account Follow Up- Click Here to add it to your account
The first campaign enables you to follow up each transaction with a thank you email with a link for the contact to view their Invoice Statement.
The second campaign is one that will automatically add contacts that have overdue amounts in Xero and send them a reminder each week at the same time until their account is paid. They will be removed once the Overdue amount is back to $0. These fields will be updated automatically each day for all your Xero contacts that are linked into Ontraport by the XOSync - Contact Sync feature.
