How to create your Template Messages

Paysley has ready-to-use messages you can use. However, we recommend creating your own message templates before sending your first payment request. You can create several template messages for your payment request texts and emails. Each message should inform your customer or donor of the purpose of their payment, and you can use #tags to include information unique to each message automatically.

Create your Template Messages

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. (Important:  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.

Tags

Tags are placeholders you can use in your message template which will show details specific to the recipient of your payment request.

For example – you want to create a message template that will be sent to 100 people, each of whom owe you a different amount. You can use the #amount# tag as a placeholder in your message template which will automatically show the amount you request from an individual customer or donor.

See the Tag descriptions below

#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

Writing: Please complete your payment, regarding Ref: #ref_number#.

Will send: Please complete your payment, regarding Ref: 0123456789.

#transaction_date#

Displays the date that the payment transaction was sent.

Example

Writing: Your payment is now available as of #transaction_date#.

Will send: Your payment is now available as of 2017-05-23.

#amount#

Displays the payment amount requested from the customer or donor. You will set the actual amount when creating your payment request.

Example

Writing: Please complete your payment for the amount of $#amount#.

Will send: Please complete your payment for the amount of $20.00.

#mobile_no#

Displays the phone number the payment request is sent to (when applicable).

Example

Writing: We have made this payment link available to you by text message via #mobile_no#.

Will send: We have made this payment link available to you by text message via +12223334444.

#currency#

Displays the currency of the requested payment.

Example

Writing: Please complete your payment for the amount of #currency##amount#.

Will send: Please complete your payment for the amount of USD 10.00.

#customer_name#

If you have customer data on the recipient of your payment request saved in the ‘My Customers’ page, then you can use this tag to display their name in the payment request.

Example

Writing: Hi #customer_name#! Please follow the link to settle your monthly payment.

Will send: Hi Janet Jones! Please follow the link to settle your monthly payment.

#expiry_date#

Displays the date your subscription payment link is set to expire.

Example

Writing: This link will expire #expiry_date#.

Will send: This link will expire 2021-08-25.

#subscription_amount#

Displays the date your subscription payment plan will process its first payment.

Example

Writing: You will be charged #subscription_amount# #currency# monthly.

Will send: You will be charged 200 USD monthly.

#url#

Displays the payment link. ALWAYS INCLUDE THE #url# TAG IN TEXT MESSAGES IN ORDER TO TAKE PAYMENT.

Example

Writing: Please follow the link to complete your payment: #url#

Will send: Please follow the link to complete your payment: http://goo.gl/sa28rh.

#billing_cycle#

Displays the frequency your customer will be charged on their billing date.

Example

Writing: Your card will be charged on a(n) #billing_cycle# basis.

Will send: Your card will be charged on a Quarterly basis

#billed_date#

Displays the date your customer will be charged during each payment cycle.

Example

Writing: Your card will be charged on the #billed_date# of every month.

Will send: Your card will be charged on the 10th of every month.

#scheduled_reference#

Displays the reference number for your scheduled payment.

Example

Writing: Please complete your payment, regarding Ref: #scheduled_ref#.

Will send: Please complete your payment, regarding Ref: 0123456789.

#start_date#

Displays the date your subscription payment plan will process its first payment.

Example

Writing: Your automatic payments will begin #start_date#.

Will send: Your automatic payments will begin 2018-08-25.

#subscription_duration_unit#

Displays the unit in which your payment period is specified.

Example

Writing: You will initiate a 12 #subscription_duration_unit# payment plan.

Will send: You will initiate a 12 MONTH payment plan.

#subscription_duration#

Displays the number of payment periods in your customer’s subscription plan.

Example

Writing: You will initiate a payment plan for #subscription_duration# months.

Will send: You will initiate a payment plan for 12 months.

#customer_first_name#

If the message’s recipient is saved as a customer, this tag displays the customer’s first name.

Example

Writing: Hello #customer_first_name#! Please follow the link below to pay.

Will send: Hello Aaron! Please follow the link below to pay.

#subscription_url#

Displays the subscription payment link. ALWAYS INCLUDE THE #subscription_url# TAG IN TEXT MESSAGES IN ORDER TO TAKE PAYMENT.

Example

Writing: Please follow the link to start your payment subscription: #subscription_url#

Will send: Please follow the link to start your payment subscription: http://goo.gl/sa28rh

#customer_last_name#

If the message’s recipient is saved as a customer, this tag displays the customer’s last name.

Example

Writing: Hello #customer_name#! Please follow the link below to pay.

Will send: Hello Mr. Rodgers! Please follow the link below to pay.

#email#

Displays the email address the payment request is sent to (when applicable).

Example

Writing: We have made this payment link available to you at your email address: #email#.

Will send: We have made this payment link available to you at your email address: oxiliumgiving@gmail.com.

#salutation#

If the message’s recipient is saved as a customer, this tag display’s the customer’s salutation.

Example

Writing: Hello, #salutation# Aaron Rodgers. Please follow the link below to pay.

Will send: Hello, Mr. Aaron Rodgers. Please follow the link below to pay.

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