Product Payment Links make it easy for customers to buy quickly, removing friction from the sales process. Less hesitation means more conversions and higher-value sales.

To get started, go to the left-hand menu in the CRM and open the "Payments" tab. From there, find "Payment Links" in the upper navigation and click "+Create New Payment Link".

Start by giving the Payment Link a clear, descriptive name so you and your team know what it's for.

Product

Next, select the product or products you want to sell in the link builder, then set a fixed quantity or let customers choose their own.

When this is enabled, you'll need to set the minimum and maximum quantities customers can order. This ensures the payment amount is calculated correctly.

📌Note:

  • All products are organised under the "One-time Products" and "Recurring Products" sections, providing customers with a clear and streamlined selection experience while supporting upsell opportunities.
  • When multiple recurring products are offered, customers can select only one option during checkout.

Options

When setting up your payment link, there are a few options to keep in mind:

  1. Require Customers to add a phone number: When enabled, the purchase will not proceed unless the customer adds a phone number to the form.
  2. Collect customer addresses: This adds a field for contacts to leave their address for delivery and save it in the system.
  3. Allow coupon codes: If you're offering a discount code for the products being sold, enable this option.
  4. Enable redirection to custom URL: You can redirect customers to a specific page after a successful payment. Enable this option, enter the desired URL, and choose whether the page opens in the same tab or a new tab. After payment, customers will see an interim screen before being redirected to the specified URL.

Advanced Options

In Advanced Options, choose the button type that works best for your needs. This lets you match the payment link to your brand and sales approach.

Enable the Branding option to show your organisation's branding on the link. This gives customers a consistent, professional experience and helps build trust and recognition.

Tick the box to add Terms and Conditions text, up to 180 characters including links. This appears at the bottom of the payment link, below the pay button.

You can set an expiration date for the link, after which it will become inactive. This is useful for time-sensitive promotions or limited-period offers.

Preview and Purchase

Once you've set up the link, use the Preview to fill in the required fields and click the 'CTA' button to simulate a purchase. It's a good way to check everything works before you share the link with customers.

Confirmation and Management

After a purchase, a confirmation window will appear. You can also click the three dots next to any payment link to edit or deactivate it.

Product Payment Links offer several practical advantages:

  • Effortless Selling: Create simple payment links for your products and keep the sales process moving.
  • Secure and Reusable Payments: Customers can securely save their payment details for faster future checkouts.
  • Flexible Configuration: Customise payment buttons, track transactions, and activate or deactivate links whenever you need to.

Give them a go and see the difference they make to your sales process.

Frequently Asked Questions

Q: What if my payment link isn't working?

  • Make sure all required fields are filled in and the products and prices are set correctly. If you're still having trouble, check your payment gateway integration.

Q: How do I track transactions made through payment links?

  • Transactions can be tracked directly in the 'Payments' > Transactions tab, giving you a clear view of sales performance and customer behaviour.