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This documents covers how you can send payment links to your contacts where their details like name, email, phone number etc. already filled in, which enables a good customer experience and helps the sender to improve conversions.
What can you do while creating the payment link?
1. Business users now have the capability to choose multiple contacts and directly send out personalized payment-links to the contact via email & sms from editor by clicking on copy/send button on the top right.
2. Business user's can configure their own email and sms templates to send or even use the default template provided.
Figure 1What this shows 2.What this showsIllustrates "How to send personalized payment links to multiple contacts?".This screenshot appears in "How to send personalized payment links to multiple contacts?". The text alongside this image reads: 2. Business user's can configure their own email and sms templates to send or even use the default template provided. Immediately after, the guide continues: 3. Along with this the business user also has an option to copy the standard link or choose a contact from the dropdown and get personalized payment link for the contact.Image 1 of 4What this covers2. Business user's can configure their own email and sms templates to send or even use the default template provided.
Buttons and menus referencedOverview
Next step3. Along with this the business user also has an option to copy the standard link or choose a contact from the dropdown and get personalized payment link for the contact.
3. Along with this the business user also has an option to copy the standard link or choose a contact from the dropdown and get personalized payment link for the contact.
Figure 2What this shows 3.What this showsIllustrates "How to send personalized payment links to multiple contacts?".This screenshot appears in "How to send personalized payment links to multiple contacts?". The text alongside this image reads: 3. Along with this the business user also has an option to copy the standard link or choose a contact from the dropdown and get personalized payment link for the contact. Immediately after, the guide continues: What will the receiver of the link see?Image 2 of 4What to choose3. Along with this the business user also has an option to copy the standard link or choose a contact from the dropdown and get personalized payment link for the contact.
Buttons and menus referencedOverview
Next stepWhat will the receiver of the link see?
What will the receiver of the link see?
1. Once the user (receiver) opens up the payment-link from sent using the above template, they would have all their data like name, email, phone already filled in, making it a personalized payment experience.
Figure 3What this shows 1.What this showsIllustrates "How to send personalized payment links to multiple contacts?".This screenshot appears in "How to send personalized payment links to multiple contacts?". The text alongside this image reads: 1. Once the user (receiver) opens up the payment-link from sent using the above template, they would have all their data like name, email, phone already filled in, making it a personalized payment experience. Immediately after, the guide continues: 1. Go to Payments Tab -> Payment-Links -> Edit.Image 3 of 4What this covers1. Once the user (receiver) opens up the payment-link from sent using the above template, they would have all their data like name, email, phone already filled in, making it a personalized payment experience.
Buttons and menus referencedOverview
Next step1. Go to Payments Tab -> Payment-Links -> Edit
How to Use it?
1. Go to Payments Tab -> Payment-Links -> Edit
2. In the top right corner one would be able to see a Copy / Send Button ( on saved links or post saving a new link)
Note - User needs to save a payment-link first and then this feature would be available, it would also be available for already saved links.
Figure 4What this shows Note - User needs to save a payment-link first and then this feature would be available, it would also be available for already saved links.What this showsIllustrates "How to send personalized payment links to multiple contacts?".This screenshot appears in "How to send personalized payment links to multiple contacts?". The text alongside this image reads: Note - User needs to save a payment-link first and then this feature would be available, it would also be available for already saved links. Immediately after, the guide continues: Limitations for personalized payment links?Image 4 of 4How to confirmNote - User needs to save a payment-link first and then this feature would be available, it would also be available for already saved links.
Buttons and menus referencedOverview
Next stepLimitations for personalized payment links?
Limitations for personalized payment links?
1. You can send personalized payment links to a maximum of 50 contacts in bulk in one time
2. The personalized links will only be sent to the contact if the contact has a valid email Id and valid phone number associated to it.
3. The payment links won't be sent to the contacts if they have DND enabled.
