Sending Personalized Payment Links to Multiple Contacts
Overview
You can send payment links to multiple contacts where their personal details, such as name, email, and phone number, are automatically pre-filled. This creates a smooth, personalized payment experience for the recipient and can help improve conversion rates.
Creating and Sending Personalized Links
To send a personalized payment link, you must first navigate to the Payments section of your CRM and select Payment Links. Edit an existing link or create and save a new one. Once the payment link is saved, a Copy / Send button will appear in the top right corner of the editor.
Clicking this button allows you to:
- Select multiple contacts from your CRM to receive the payment link.
- Choose to send the link via email, SMS, or both.
- Use a default message template or select a custom email or SMS template you have configured.
Alternatively, you can copy a standard, non-personalized link from this same menu, or use a dropdown to select a single contact and generate a personalized link for them specifically.
What the Recipient Sees
When a contact receives and opens the personalized payment link, the payment form will already be populated with their information, such as their name, email, and phone number, providing a customized and efficient checkout process.
Important Limitations
Please be aware of the following restrictions when sending personalized payment links:
- You can send links to a maximum of 50 contacts at one time.
- The system will only send a link to a contact if they have a valid email address and a valid phone number recorded in the CRM.
- Contacts who have Do Not Disturb (DND) enabled will not receive the payment links.