Dunning email templates can be filtered to isolate recipients by one or more criteria.

1. Navigate to Menu > Setup > Manage Templates.
2. Scroll down to the Dunning Email Templates section.
3. Click the edit icon for the appropriate template. 
   
4. Click Filter.

5. Select criteria from the Select Attribute drop-down menu.

6. Select the appropriate condition from the drop-down menu. The list of available conditions varies based on the Ordway module.

7. Select the desired target condition from the drop-down menu.

8. When finished, click Apply Filter.

9. Click Add Filter to add additional filter conditions as needed.

Note: Additional filters added to the primary condition are treated as AND variables. When added, both the primary condition and the additional conditions(s) must each be met in order for results to display.

Note: Up to 9 additional AND conditions can be added to the original Attribute. The filtered criteria is displayed as part of the distribution configuration of the dunning email.

10. Save when finished. 

Manage Filters

Learn more about saving, editing, sharing or using an existing Filter.