Advice and answers from the PayWhirl Team
Search results for:
how to customize
[V1] How to
customize
emails
PayWhirl sends out 4
custom
emails: 1. Welcome Email (sent to new
customers
) 2… Dynamic fields let you use data specific to your
customer
when generating an email… into the
customer
portal) 3
Written by
Ryan Pfleger
Updated over a week ago
How to
customize
emails and email templates
In this tutorial, we will
customize
the welcome email that is sent to all new
customers
when they first… To get started we will name and create our modified "
Custom
Welcome Email" template… You can use information from your
customers
in your emails on PayWhirl
Written by
Ryan Pfleger
Updated over a week ago
Customizing
your checkout &
customer
portal design
With PayWhirl you can completely
customize
the
customer
experience to match your own website's look and…
Custom
Emails Templates - You can use the
customize
the email templates with our graphical editor or… With PayWhirl you can completely
customize
the
customer
experience to match your own website's look and feel
Written by
Brandon Swift
Updated over a week ago
How to hide the price of a specific plan in your
customer
shopping cart using css
You can hide the price of a plan in your shopping cart (ie. remove $0.00 per month) with
custom
css in your
customer
portal… In certain scenarios, you might want to hide the price of a specific plan in your
customer
' shopping… plan for a pre-sale where you just want to collect a credit card number but you don't want to charge
customers
Written by
Ryan Pfleger
Updated over a week ago
How to
customize
the invoice template in PayWhirl
When your
customers
' login to their
customer
portal they can view their upcoming and paid invoices… You can completely
customize
PayWhirl invoices to add extra information or remove anything that you don't need to be displayed to
customers
… offer a basic pre-built invoice template that works "out of the box," for most businesses but you can
customize
Written by
Larry Brager
Updated over a week ago
How do
customers
purchase gifts for other people?
Customers
simply add a new profile for the recipeient in their account via the
customer
portal and select… You can setup a gift code purchase option for
customers
using a widget or have
customers
mange additional profiles in their own account… METHOD 2 - MULTIPLE
CUSTOMER
PROFILES
Written by
Ryan Pfleger
Updated over a week ago
[V1] How can I
customize
my widget with CSS?
You can change the look of your widget by adding
custom
CSS in your widget settings page… Make your widget 3 columns wide: Paste this code into the
Custom
CSS field in Widget Settings: @media… You can change the look of your widget by adding
custom
CSS in your widget settings page
Written by
Larry Brager
Updated over a week ago
How to automatically transition
customers
from one plan to another (aka "chained plans")
This allows the
customer
to purchase the "trial plan" that will automatically transition the
customer
… You can create completely
custom
billing schedules for your
customers
by chaining payment plans together on PayWhirl…
customized
billing sequence
Written by
Larry Brager
Updated over a week ago
[V1] Why isn't my
customer
/order showing up in Shopify?
zip code form the United States, but select Canada as your country, we will not be able to push the
customer
… If this happens you will need to contact the
customer
and update the information in both Shopify and
Written by
Larry Brager
Updated over a week ago
What types of profile questions can I ask my
customers
?
Each type has it advantages depending on how you wanted to engage your
customers
…
Customers
can select more than one option at a time with a checkbox group… Unlike the checkbox group
customers
, can only pick one option
Written by
Larry Brager
Updated over a week ago