Search results for: how to customize

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

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 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

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… You can use logic and data from your account within your invoices and customize them just like email

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

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

[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