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Introducing Capability to Copy & Send Personalised Payment Links

June 6, 2024/in What's New? Automations, Payments

What’s New?

  • Business users now have the capability to choose multiple contacts and directly send out personalised payment-links to the contact via email & sms from editor.
  • Business user’s can configure their own email and sms templates to send or even use the default template provided.
  • Once the user opens up the payment-link from this template, they would have all their data like name, email, phone already filled in making it a personalised payment experience.
  • Along with this the business user also has an option to copy the standard link or choose a contact from the dropdown and get personalised payment link for the contact.

Why is this Important?

Increased Payments Conversion & Reduced Churn

  • This will help the business users boost payments conversion as personalised payment-links remove in an additional step to fill in the contact data, with customer data already prefilled a lot of churn would be eliminated.

Time Efficiency & Flexibility for Business Users

  • By allowing business users to send payment links directly from the editor and pre-configure templates, this feature saves time and effort. Users can quickly generate and send links without navigating away from their workflow, increasing productivity and efficiency.

How to Use it

  • Go to Payments Tab -> Payment-Links -> Edit
  • 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.

What Next

  • Ability to Prefill a Coupon would come soon which will help the business user’s more in terms of marketing
  • When the user would open up the payment-link it would have the coupon pre-applied making it more lucrative for the customer to buy!
Detailed Loom Video on How the New Feature Works – Loom Video
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https://clixio.io/wp-content/uploads/2024/06/29bf97eb0be3c1d2ee8867d902e7f0f6.png 1926 3456 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2024-06-06 19:17:322024-06-06 19:17:32Introducing Capability to Copy & Send Personalised Payment Links

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