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Automation Rule: Payment link requested

Updated

Automation Rule: Payment link requested

This automation rule sends a direct payment link to a member, typically triggered when a staff member initiates a payment request from within the system. It simplifies the payment process by delivering a secure link directly to the member through their preferred communication channel.

  • Streamline Staff-Initiated Payments: Allows your staff to easily send payment links to members for any product or service directly from the system.
  • Make Paying Easy: Provides members with a simple, one-click link to a secure payment page, removing barriers and encouraging prompt payment.
  • Targeted Delivery: Can be configured to send the notification via the channel it was requested from (e.g., send an SMS if the link was generated for SMS).
  • Improve Efficiency: Automates the communication step of requesting a payment, freeing up your staff to focus on other tasks.

Before You Start

  1. Navigate to PGM -> Automation -> Automation Rules.
  2. Press 'Add automation rule' to create a new rule.
  3. In the pop-up window:
    • Create a unique name for the Automation Centre Rule (e.g., "Send POS Payment Link").
    • Select 'Notification' as the Action.
    • Select 'Payment link requested' from the rule list.
  4. A new configuration window will open. You can add conditions, such as using the [PREFERRED_CHANNEL] token to only run this rule if the request was for "Email".
  5. Choose an Action:
    • Email: Send an email to the club member. Enter a 'From Email' and 'From Name'.
    • SMS: Send a text message (cost per SMS applies).
    • Push notification: Send a push notification to members who use the PG App.
  6. In Notification Content, create the notification message that will be sent. The most important part is to include the [PAYMENT_URL] token so the member can click to pay.

Tokens

Use these tokens to personalize your notification with the member's details and the direct payment link.

  • [USER_FIRST_NAME]: The member's first name (e.g., "John").
  • [USER_LAST_NAME]: The member's last name (e.g., "Smith").
  • [USER_NAME]: The member's full name (e.g., "John Smith").
  • [PAYMENT_URL]: A clickable link that takes the member directly to a secure payment page.
  • [PREFERRED_CHANNEL]: The communication channel (e.g., "Email", "SMS") through which the payment link was originally requested. This is useful for setting conditions.

Outputs

Here is an example of an email that could be sent to a member with a payment link.

Subject: Your Payment Link

Hi [USER_FIRST_NAME],

Here is the secure link to complete your payment with us.

Please click the link below to go to the payment page:

[PAYMENT_URL]

If you did not request this link or have any questions, please contact us immediately.

Thank you
 

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