---
schema_version: "1"
id: 94635e6e913fa29205b5fcd366b997f159b9314238cabdc6d0ed4ef06aefa0b4
title: Set Up and Send Dunning Emails
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_collections_dunning_process_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_collections_dunning_process_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 946737ecd9e24e3685deddc59df431b3d5a0e17a881e4ec0769c7019c4b98bbb
description: Configure automated dunning campaign emails to improve overdue invoice collections. Your collections reps can schedule timely overdue payment email reminders on a recurring basis, helping improve payment recovery rate and reduce collections efforts.
products:
  - Revenue Cloud
release: "264"
---
# Set Up and Send Dunning Emails

Configure automated dunning campaign emails to improve overdue invoice collections. Your collections reps can schedule timely overdue payment email reminders on a recurring basis, helping improve payment recovery rate and reduce collections efforts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <span>Revenue Management</span></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Collections feature is available with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the <span>Revenue Management</span> Billing license</a> and the Marketing Cloud Growth edition. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d84550e86">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84550e86 ">To enable Data 360:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84550e86 ">Data Cloud Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84550e86 ">To enable Marketing Cloud:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84550e86 ">Marketing Cloud Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84550e86 ">To create and send dunning emails:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84550e86 ">Billing Collections and Recovery Specialist permission set</td>

          </tr>
        </tbody>
      </table>

To segment customer accounts and send personalized communication, complete the prerequisites, integrate your data into Data 360, and then create and send dunning emails.

## Complete the Prerequisites

Before you configure the dunning process, complete these prerequisites.

1. [Enter your company's address details](https://help.salesforce.com/s/articleView?id=xcloud.company_information_fields.htm&type=5&language=en_US) in the Company Information page.
2. Verify if Data 360 is enabled in your Salesforce org. See [Build your Data 360 Connection](https://help.salesforce.com/s/articleView?id=ind.revenue_intelligence_build_data_cloud_connection.htm&language=en_US).
3. Make sure that [your Salesforce org is connected to the Data 360 org](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_crm_connection.htm&type=5&language=en_US).
4. [Enable Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_setup_overview.htm&type=5&language=en_US) and [install the marketing data kit](https://help.salesforce.com/s/articleView?id=mktg.mktg_admin_data_kits_install_main.htm&type=5&language=en_US).
    
    If the Sales data kit isn't available in the list of install the marketing data kits, install and deploy it manually.
5. Import customer consent to receive dunning emails in a CSV file and upload the CSV file to the Marketing Cloud. See [Import Consent Data to Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_consent_import_create.htm&type=5&language=en_US).

## Integrate Your Data Into Data 360

To create dunning emails, integrate and manage your data in Data 360 by using data streams, mapping fields, employing identity resolution, segmenting data, and creating data graphs.

1. Ingest the data of accounts, contacts, invoices, collection plans, or collection plan items into the Data 360 by [creating a data stream using Salesforce CRM Starter Bundle](https://help.salesforce.com/s/articleView?id=data.c360_a_create_crm_starter_bundle.htm&language=en_US).
    
    Data ingested by all data streams is written to data lake objects.
2. [Map the data](https://help.salesforce.com/s/articleView?id=data.c360_a_map_custom_data_model_objects.htm&type=5&language=en_US) of the Data Lake Object fields to the Data Model Object fields.
    - If a standard data model object meets your business needs, [view and edit the data model object](https://help.salesforce.com/s/articleView?id=data.c360_a_data_model_object_view.htm&type=5&language=en_US).
    - If a standard data model object doesn't meet your business needs, [create a custom data model object](https://help.salesforce.com/s/articleView?id=data.c360_a_create_custom_data_model_object.htm&type=5&language=en_US).
3. To maintain the relationships between data model objects, map the data of one data model object to another data model object.
    
    This step is required to create data graphs later.
4. Consolidate data from various sources to integrate information about individuals and accounts into a unified profile by using identity resolution.
    
    See [Create identity resolution rulesets](https://help.salesforce.com/s/articleView?id=data.c360_a_identity_resolution_ruleset_create.htm&type=5&language=en_US) and [define the identity resolution rulesets](https://help.salesforce.com/s/articleView?id=data.c360_a_omni_match.htm&language=en_US&type=5) to consolidate multiple sources of data into a unified profile.
5. [Create and publish standard, custom, or waterfall segments](https://help.salesforce.com/s/articleView?id=data.c360_a_create_segments.htm&type=5&language=en_US) based on your business needs.
6. [Create and manage data graphs](https://help.salesforce.com/s/articleView?id=data.c360_a_build_and_manage_data_graphs.htm&type=5&language=en_US) in your Salesforce org.
7. To use the fields of the datagraph as a placeholder or merge fields when you create a customized email, setup a default data graph in your Salesforce org. See [Configure a Data Graph](https://help.salesforce.com/s/articleView?id=mktg.mktg_data_graph_setup.htm&language=en_US).

## Create and Send Dunning Emails

Create campaigns with predefined flows to send dunning emails to the targeted segments. Customize and publish email templates based on your business requirement. Schedule your dunning emails or send them immediately. Track, report, and manage campaigns with the Marketing Calendar to streamline the email communication process.

1. Create an email campaign and [send the dunning emails](https://help.salesforce.com/s/articleView?id=mktg.mktg_campaigns_message_quick_start.htm&type=5&language=en_US).
2. [Create and manage SMS messages](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_sms_create.htm&type=5&language=en_US) in Marketing Cloud.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note Instead of segmenting customer accounts and sending dunning emails using the Data 360 and Marketing Cloud, you can alternatively send emails directly from the Collection Plan record page, See [Send Email from a Record in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.send_email_directly_from_crm_record.htm&language=en_US).