How to Create Product Payment Links
Primary Benefits
The introduction of Product Payment Links brings several key advantages to your sales process:
- Effortless Selling: Generate payment links for your products with ease, facilitating agile and straightforward sales processes.
- Secure and Reusable Payments: Offer your customers the convenience of securely saving their payment details for quicker future checkouts, enhancing the overall transaction experience.
- Flexible Configuration: Enjoy the freedom to customize payment buttons, track transactions, and easily manage the activation or deactivation of payment links, giving you complete control over your sales operations.
Step-by-Step Guide to Using Product Payment Links
Access the Payments Tab: Navigate to the left side menu of the CRM and locate the 'Payments' tab. Within this section, find the 'Payment Links' tab situated in the upper navigation menu and click on '+Create New Payment Link'.
Select Product and Price: In the link builder, choose the product you wish to sell and specify the price. This step is crucial for setting up the correct payment amount for your customers.
Customize Button Type: Dive into the 'Advance Options' to select the button type that best fits your requirements. This customization allows you to align the payment link with your brand and sales strategy.
Preview and Purchase: After setting up the link, a preview will be available. Here, you can fill out the required fields and click on the 'Pay' button to simulate a purchase. This step ensures everything is set up correctly before sharing the link with customers.
Confirmation and Management: Following a purchase, a confirmation window will appear. Additionally, by clicking on the three dots next to each payment link, you have the option to edit or deactivate the links as needed.
Troubleshooting and FAQs
Q: What if my payment link isn't working?
- A: Ensure that all required fields are correctly filled and that the product and price are accurately set. If issues persist, check your payment gateway integration.
Q: Can I customize the look of my payment page?
- A: Yes, the CRM allows for customization of the payment button. Advanced design customization may require additional steps not covered in this basic guide.
Q: How do I track transactions made through payment links?
- A: Transactions can be tracked directly within the 'Payments' tab of the CRM, offering you insights into sales performance and customer behavior.