Create your Message
Before sending your payment request, you must first create your message template. You will create a message for your payment request to be sent by both text message and email. Each message will have some text informing your customer or donor of the purpose of their payment, and use #tags which will be unique for each request, such as the payment link or amount requested.
Write your Message
It is recommended to delete and create new message templates rather than editing existing templates in order to clear formatting.
Step 1: Go to the Setup Menu by clicking on your email address at the top right. Select ‘Message Template’.
Step 2: Create a new template. Click the ‘+ New Template’ button.
Step 3: Craft your message. When finished click ‘Submit’.
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: Determine whether your message template will be used for ‘Single Payment’ or ‘Recurring’ payments.
SMS: Create the text message portion of your payment request here. Use tags to show details like the amount requested from your customer or donor. ALWAYS include the #url# tag to allow your customer or donor to pay.
Note: SMS’s are limited to 160 characteristics.
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 4: When creating your payment request, select your newly created message template.
#ref_number#
Example
WRITE: Please complete your payment, regarding Ref: #ref_number#.
TO SEND: Please complete your payment, regarding Ref: 0123456789.
#amount#
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# 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: http://goo.gl/sa28rh.
#billed_date#
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.
#expiry_date#
Example
WRITE: This link will expire #expiry_date#.
TO SEND: This link will expire 2021-08-25.
#start_date#
Example
WRITE: Your automatic payments will begin #start_date#.
TO SEND: Your automatic payments will begin 2018-08-25.
#subscription_duration#
Example
WRITE: You will initiate a payment plan for #subscription_duration# months.
TO SEND: You will initiate a payment plan for 12 months.
#subscription_url#
Example
WRITE: Please follow the link to start your payment subscription: #subscription_url#
TO SEND: Please follow the link to start your payment subscription: http://goo.gl/sa28rh
#email#
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: oxiliumgiving@gmail.com.
#transaction_date#
Example
WRITE: Your payment is now available as of #transaction_date#.
TO SEND: Your payment is now available as of 2017-05-23.
#mobile_no#
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_name#
Example
WRITE: Hi #customer_name#! Please follow the link to settle your monthly payment.
TO SEND: Hi Janet Jones! Please follow the link to settle your monthly payment.
#billing_cycle#
Example
WRITE: Your card will be charged on a(n) #billing_cycle# basis.
TO SEND: Your card will be charged on a Quarterly basis.
#scheduled_reference#
Displays the reference number for your scheduled payment.
Example
WRITE: Please complete your payment, regarding Ref: #scheduled_ref#.
TO SEND: Please complete your payment, regarding Ref: 0123456789.
#subscription_amount#
Displays the date your subscription payment plan will process its first payment.
Example
WRITE: You will be charged #subscription_amount# #currency# monthly.
TO SEND: You will be charged 200 USD monthly.
#subscription_duration_unit#
Example
WRITE: You will initiate a 12 #subscription_duration_unit# payment plan.
TO SEND: You will initiate a 12 MONTH payment plan.
#customer_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#
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#
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.