Managing Payment Requests custom templates

You can use a custom message template in Cleverific when you send a payment request to your customers. This article will show you how to create and manage your Payment request custom templates.

Create a new message template

You can create new Payment Requests with custom templates via your Cleverific's in-app settings.

Steps

1. Open an order in Shopify and click More Actions > Edit Order, or start a new order or draft order via Cleverific.

2. In the editor header, click the wheel icon in the upper right corner.

3. Select Payment Requests from the dropdown menu.

4. Click New Template.

5. Fill out all the following fields.

   

   1. Name: This is the template name you'll see in your options when deciding which template to use when sending a payment request. The default name for all templates is "Untitled." You can edit the name by clicking on the template's current name in the upper left-hand area of the page.

   2. From address: The email address from which the payment request will be sent. This currently defaults to your store's customer service email address.

   3. Subject: The subject of the email

   4. Message body: The body of your message for the payment request sent to your customers. This section doesn't support HTML code or liquid variables. This requires manually entering your message.

6. Click Save in the top bar.

Manage Payment requests with custom messages

You can manage your Payment requests with custom templates in your Cleverific dashboard.

Steps

1. Open an order in Shopify and click More Actions > Edit Order, or start a new order or draft order via Cleverific.

2. In the editor header, click the wheel icon in the upper right corner.

3. Select Payment Requests from the dropdown menu.

4. On the Payment Request Settings page, you can edit or delete existing templates.

Need help? Contact us at [email protected].