Sharing an EC link form

First you will need to create an EC link form (or select an existing one).

Creating an EC link form

In the EC link form creation page, you can enter a name. If you have multiple stores, you will need to select the one you want to create this form for. and select a store (if you have multiple stores).

Standard charge

If you want to create a form for a standard charge, enter an amount.

Card registration only

If you need the customers to register their card without making a charge, leave the “Amount” field blank, open on “Advanced settings” and make sure that “Save card details” in ON.

Subscription

  1. Open “Advanced settings”
  2. Turn “Subscription” ON
  3. Enter a “Subscription payment” amount

You can also change the cycle and set a start date and an initial payment (optional).

Other settings (optional)

In “Advanced settings”, you can also set a date on which the link will expire, as well as metadata.

Sending by email (optional)

If you want to send this link to customers straight away, you can do so by clicking on “Add” and adding the email addresses on the text inputs on the left. One email will be sent per email address.

Once you are done, click on “Generate”. This will create the form and send it by email if you entered any email addresses.

Sharing an EC link form

Once you have created an EC link form, you have three ways of sharing it with your customers:

  • you can download the QR code
  • you can copy the link
  • you can send the link by email directly from the console

You can access all of those features from an EC link form page.

EC form emails

Using the management console to send an EC link form by email will allow you to track if payments have been made by using the link from a specific email.

You send multiple emails at the same time, by clicking on “Add” and adding the email addresses on the text inputs on the left. One email will be sent per email address.

By default the email will be sent by using a template set up by the system, but you can create your own by going to the Templates page and creating an “EC form notification” template.