Customize email templates for group sales
Group sales email templates cannot be individually customized. We recommend using general messaging that will apply to ALL group sales payment requests, reminders, and confirmations.
Step 1: Log in to Link2Pay
- Log in to the application.
- Click on “Development”.
- Click on “Link2Pay”.
- Click on the “Settings Tab” located at the top of the interface.
Step 2: Group sales templates
- Add “From address” and “From name”.
- Click on “Request Template”.
Step 3: Design your email template
- Based on the template type, we’ve pre-formatted a basic email design and provided sample text content. We’ve also added the field variables that are required to send a payment request link.
To ensure visual consistency and quality, upload high-resolution logos with a dimension size of 350x120px.
Add logo image
- Click on the header image block at the top of the email.
- Click “Upload image”.
- Select your logo and click “Open”.
- Click the image you uploaded.
- Close the dialog by clicking “X”.
Add email content
- Click on any “Text” block to edit text.
- Drag and drop the “Text” block into your email template to add a new paragraph.
- Use Style Manager to edit fonts, text colors, line spacing, etc.
- Add elements like additional images, buttons, or other interactive features from the options on the right-hand side.
Add subject line
- Click on the subject line box (lower left, below the variables list) to edit the subject line text.
Step 4: Save template
- Click the save icon (bottom right) to save the email template.
- Click “Save Settings”.
Repeat the above steps to customize the “Reminder Template” and the “Confirmation Template” in the “Group sales” section.
Customize email templates for group sales
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"\nI> Group sales email templates cannot be individually customized. We recommend using general messaging that will apply to ALL group sales payment requests, reminders, and confirmations.\n\n**Step 1: Log in to Link2Pay**\n\n- Log in to the application.\n- Click on “Development”.\n- Click on “Link2Pay”.\n- Click on the “Settings Tab” located at the top of the interface.\n\n**Step 2: Group sales templates**\n\n- Add “From address” and “From name”.\n- Click on “Request Template”.\n\n**Step 3: Design your email template**\n\n- Based on the template type, we’ve pre-formatted a basic email design and provided sample text content. We’ve also added the field variables that are required to send a payment request link.\n\nT> To ensure visual consistency and quality, upload high-resolution logos with a dimension size of 350x120px.\n\n**Add logo image**\n\n- Click on the header image block at the top of the email.\n- Click “Upload image”.\n- Select your logo and click “Open”.\n- Click the image you uploaded.\n- Close the dialog by clicking “X”.\n\n**Add email content**\n\n- Click on any “Text” block to edit text.\n- Drag and drop the “Text” block into your email template to add a new paragraph.\n- Use Style Manager to edit fonts, text colors, line spacing, etc.\n- Add elements like additional images, buttons, or other interactive features from the options on the right-hand side.\n\n**Add subject line**\n\n- Click on the subject line box (lower left, below the variables list) to edit the subject line text.\n\n**Step 4: Save template**\n\n- Click the save icon (bottom right) to save the email template.\n- Click “Save Settings”.\n\nI> Repeat the above steps to customize the “Reminder Template” and the “Confirmation Template” in the “Group sales” section.\n\n"