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> Customer Message Templates
When sending Payment Links and/or QR codes the system will default to single payment or recurring payment settings unless you create your own customer message templates.
Step 1: Select ‘+ New Template’ and craft your message. When finished click ‘Submit’ to save.
Template Name - This is how your template will appear in the Merchant Portal.
Subject - This will be the subject of your payment request when sent via email.
Payment Type - Determines whether your message template will be used for ‘Single Payment’ or ‘Recurring’ payments.
Set as Default - You have the option to set your new template as the default payment message and/or set as the global template.
SMS - Create the text message portion of your payment request here. Use tags to show details such as the amount requested from your customer. It is essential to include the #url# tag to ensure payment.
Note: SMS’s are limited to 160 characters. If you exceed this you will be charged an additional SMS fee.
Email - Create the email portion of your payment request here. By using the toolbar you can use HTML formatting to customize your message. There is no need to include the #url# tag as your customer will be given a payment button to click.
Step 2: When creating a Payment Request, select your newly created message template, if not set to default.
A note regarding “Hash Tags” (symbol - #)
Hashtags are used to provide building blocks for a message. For example – you create a message template that will be sent to 100 people, each of whom owes you a different amount. By using #amount# as a placeholder in your message template will allow you to automatically show the amount requested from each individual customer. Click a tag (+) below to learn more.
#ref_number#
Displays the reference number for the transaction. The reference number can be any combination of letters or numbers you’d like to use to identify a single transaction, such as an invoice number.
Example
WRITE: Please complete your payment, regarding Ref: #ref_number#.
TO SEND: Please complete your payment, regarding Ref: 0123456789.
#amount#
Displays the payment amount requested from the customer or donor. You will set the actual amount when creating your payment request.
Example
WRITE: Please complete your payment for the amount of $#amount#.
TO SEND: Please complete your payment for the amount of $20.00.
#currency#
Displays the currency of the requested payment.
Example
WRITE: Please complete your payment for the amount of #currency##amount#.
TO SEND: Please complete your payment for the amount of USD 10.00.
#url#
Displays the payment link. Always include the #url# Always include the #subscription_url# tag in text messages in order to take payment.
Example
WRITE: Please follow the link to complete your payment: #url#
TO SEND: Please follow the link to complete your payment: https://xxx.xx/sa123.
#transaction_date#
Displays the date that the payment transaction was sent.
Example
WRITE: Your payment is now available as of #transaction_date#.
TO SEND: Your payment is now available as of 2024-01-01.
#email#
Displays the email address the payment request is sent to (when applicable).
Example
WRITE: We have made this payment link available to you at your email address: #email#.
TO SEND: We have made this payment link available to you at your email address:
#mobile_no#
Displays the phone number the payment request is sent to (when applicable).
Example
WRITE: We have made this payment link available to you by text message via #mobile_no#.
TO SEND: We have made this payment link available to you by text message via +12223334444.
#customer_full_name#
If the message’s recipient is saved as a customer, this tag display’s the customer’s first and last name.
Example
WRITE: Hello #customer_name#! Please follow the link below to pay.
TO SEND: Hello Aaron Rodgers! Please follow the link below to pay.
#customer_first_name#
If the message’s recipient is saved as a customer, this tag displays the customer’s first name.
Example
WRITE: Hello #customer_first_name#! Please follow the link below to pay.
TO SEND: Hello Aaron! Please follow the link below to pay.
#customer_last_name#
If the message’s recipient is saved as a customer, this tag displays the customer’s last name.
Example
WRITE: Hello #customer_name#! Please follow the link below to pay.
TO SEND: Hello Mr. Rodgers! Please follow the link below to pay.
#salutation#
If the message’s recipient is saved as a customer, this tag display’s the customer’s salutation.
Example
WRITE: Hello, #salutation# Aaron Rodgers. Please follow the link below to pay.
TO SEND: Hello, Mr. Aaron Rodgers. Please follow the link below to pay.
#subscription_amount#
Displays the date your subscription payment plan will process its first payment.
Example
WRITE: Your card will be charged #subscription_amount# #currency# monthly.
TO SEND: Your card will be charged 200 USD monthly.
#initial_amount#
Initial amount “Displays the initial amount if required” Note: if no initial amount is entered the ongoing recurring amount will be debited as the initial amount according to Card Scheme rules.
Example
WRITE: Your card will be charged an initial amount of #Initial_amount#" #currency
TO SEND: Your card will be charged an initial amount of 200 USD
#subscription_duration#
Displays the number of payment periods in your customer’s subscription plan.
Example
WRITE: You will initiate a payment plan for #subscription_duration# months.
TO SEND: You will initiate a payment plan for 12 months.
#subscription_duration_unit#
Displays the unit in which your payment period is specified.
Example
WRITE: You will initiate a 12 #subscription_duration_unit# payment plan.
TO SEND: You will initiate a 12 MONTH payment plan.
#subscription_url#
Displays the subscription payment link. Always include the #subscription_url# tag in text messages in order to take payment.
Example
WRITE: Please follow the link to start your payment subscription: #subscription_url#
TO SEND: Please follow the link to start your payment subscription: https://xxx.xx/saxxx
#billed_date#
Displays the date your customer will be charged during each payment cycle.
Example
WRITE: Your card will be charged on the #billed_date# of every month.
TO SEND: Your card will be charged on the 10th of every month.
#billing_cycle#
Displays the frequency your customer will be charged on their billing date.
Example
WRITE: Your card will be charged on a #billing_cycle# basis.
TO SEND: Your card will be charged on a quarterly basis.
#start_date#
Displays the date your subscription payment plan will process its first payment.
Example
WRITE: Your automatic payments will begin #start_date#.
TO SEND: Your automatic payments will begin 2024-01-01.
#expiry_date#
Displays the date your subscription payment link is set to expire.
Example
WRITE: This link will expire on #expiry_date#.
TO SEND: This link will expire on 2029-08-25.
#scheduled_reference#
Displays the reference number for your scheduled payment.
Example
WRITE: Please complete your payment, regarding Ref: #scheduled_ref#.
TO SEND: This link will expire 0123456789.