Email Templates Configuration
Automated notifications, customisable with your brand's aesthetic, streamline the payment process. Tailor the subject lines and body text to reflect specific purchase details and even offer promotional messaging.
Email Templates Configuration
Create reusable email subjects and messages for Pay by Link, with smart tags (fields that insert customer or order details into your message).
Review Configuration to check your sender details and payment-link logo before creating a template.
Open the Email Templates page
Open Settings → Pay by Link email template in the Merchant Portal.
Create a new template
- Click Create Template.
- Enter a Template name that identifies its purpose, such as Hotel Booking or Invoice Reminder.
- Enter an Email subject and Message. Keep both clear and concise. To insert a smart tag, type
{{to open the smart-tag selection menu and select the tag you need. - Click Save Changes. The template appears on the Pay by Link Email Templates page and is available when you create a payment link.
Optional: Personalise with smart tags
Smart tags insert values from the details you enter when creating a payment link. Type {{ in the subject or message to open the selection menu, then choose from the tags shown in the Portal rather than typing an assumed tag name.
Preview the email during payment-link creation to check the message before creating the link. If a tag appears literally instead of displaying a value, check that you selected it from the menu and entered the corresponding details for the link.
Best practices
- Include context: Make the order reference and expiry clear in your message.
- Identify your business: Review your sender name and logo in Configuration.
- Keep it short: Aim for 4–6 lines plus the payment link; avoid long paragraphs.
- Keep card details out of email: Customers enter card details on the hosted payment page.
- Check delivery settings: Use a recognised sender address and check your domain’s SPF, DKIM and DMARC configuration with your email administrator.
Use and manage your templates
When creating a payment link, choose a template from the Email template dropdown if you select email notifications. Review the subject and message before creating the link.
The Pay by Link Email Templates page provides a search bar and options to edit or delete existing templates. Use search to find the template you want to manage. There is no duplicate-template option; create a new template for a different message.
Related
Updated about 6 hours ago