How To Use SALESFORCE Email Templates For Different Payments
Learn How You Can Use The Salesforce Email Template For Different Transactions Through Chargent
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🏆 THE GOAL: In this video, you are going to learn how to send different emails with your ‘Payment Requests’ based on whether you’re capturing the payment now or if you want to authorize the card to capture later.
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⏭️ RELATED: How To Use SALESFORCE Email Notifications and Unresolved Transactions
• How To Use SALESFORCE Email Notifications ...
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✅ GET THE CHECKLIST - "10 Ways To Make Salesforce Payments Safe, Easy And Profitable" https://chrgnt.co/Salesforce-Payments...
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SKIP AHEAD
0:00 Intro
0:36 Beginning The Process
0:44 Two Email Templates
0:53 Clone Payment Request Email
1:46 Charge Full Amount
2:14 Workflow Action
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🧔🏻 ABOUT CHARGENT:
Chargent makes payments simple for you and your customers. Chargent payment enables any object in Salesforce, ensuring you get instant confirmation. With Chargent your recurring billing is set and forget! AppFrontier® - the makers of Chargent.
#Chargent #SalesforcePayments
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🙋 CONTACT US:
We are always here to help! http://bit.ly/chargent-contact-us
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