Text 2 Pay

Follow this guide to effortlessly begin using Text 2 Pay for collecting payments. Ensure Stripe is Connected Before you can start receiving payments via Text 2 Pay, confirm that your Stripe account is linked. Navigate to the Payments section, then head over to Integrations to complete the setup. How to Use Text 2 Pay – Accessing Contacts and Conversation Tabs Begin by visiting your Contacts tab. Select the specific contact for whom you wish to send a payment link. Choose Your Communication Method: SMS or Email Decide whether to send the payment link via SMS or Email. In this example, we will use SMS. Requesting a Payment Next, click on the "Request Payment" icon to initiate the payment request. Input the Item Name In the pop-up that appears, type in the name of the product or service for which you're requesting payment. Set the Price Enter the price of the item or service you're billing for. (Optional) Add Additional Items You have the option to include multiple items in the same payment link. The system will automatically calculate and display the total amount due. Your contact will see a breakdown of all items included in the invoice. Set an Invoice Due Date Select a due date for the payment. Explore Additional Options Click on Additional Options and ensure the "Live" toggle is enabled. Save and Copy the Link After you've made all the necessary adjustments, copy the payment link and mark it as sent. Customize Your Message You can now edit the accompanying message before sending out the payment link. Sending via Email If you prefer to send the payment link through email, simply follow the same steps outlined above. Just make sure to select Email as the communication method and customize your message accordingly. Final Step: Send It! Once you're satisfied with your message, click on Send to deliver the payment request. Note: When using Text 2 Pay, an invoice is generated automatically.

A Contact Interaction Metric serves as a crucial resource for businesses to assess the degree of engagement and interest a contact or lead has shown towards their company. This metric is instrumental in guiding communication strategies, nurturing leads, and prioritizing sales efforts. Below is a detailed explanation of the components and objectives of a Contact Interaction Metric: Scoring Management Draft/Publish States: Initially, the scoring profile remains in draft mode. Upon publishing, the score is applied universally to all contacts. Activating the score profile ensures it is in effect and relevant across all contacts or leads within the system. Customization of Score Profile Profile Naming and Descriptions: This function allows users to personalize the title and description of their scoring profiles, aligning them with specific business goals and objectives. Such customization ensures the scoring system is precisely tailored to the unique needs of the organization. Rules and Scoring Configuration Rule Adjustment: Users are empowered to modify scoring rules according to their evolving requirements. This adaptability permits the organization to fine-tune its scoring methodology as circumstances or priorities shift. Point Allocation: The scoring builder offers the ability to set rules that add or deduct points based on particular criteria, such as engagement activities or behavioral patterns. This feature supports a detailed evaluation of how engaged each contact is. Saving Updates: It is essential to save any modifications or additions to the rules to ensure the scoring profile reflects the most up-to-date criteria and guidelines. Conversations Sorting and Filtering Score Visibility: Within the conversations module, users can quickly view the engagement scores linked to each contact. This allows for swift identification of contacts with the highest engagement, signaling those most actively interacting with the business. Sorting Capabilities: Users have the flexibility to sort contacts based on their engagement scores. This sorting assists in prioritizing top leads and identifying those needing further engagement or follow-up. Filtering Features: The ability to filter contacts by score ranges provides a robust segmentation tool. It enables users to group contacts by their level of engagement, facilitating targeted communication and marketing strategies. For instance, contacts with high scores might be approached immediately for sales, while those with lower scores could be nurtured through additional campaigns. Conclusion The Contact Interaction Metric is a versatile tool that aids businesses in evaluating and prioritizing their engagement with contacts or leads. It is built on adaptable scoring profiles and rules, providing clear visibility into engagement levels, which in turn supports efficient sorting and filtering. This enables organizations to make well-informed decisions about their engagement tactics and optimize resource allocation based on the engagement levels of their contacts.