Invite new customers to a plan

Invite customers to join a plan. This will create a source (eMandate request). If the plan is automatic, a subscription will also be created.

Plans are templates for creating sources.

You can send a plan form link to a new customer to join that plan.

By sending the customer a plan invite, they will be automatically be assigned to the corresponding plan once they submit the online authorisation.

To invite customers to a plan:

1. Click on the Plans tab in your dashboard and then click on the plan you would like to invite customers to.

2. Click Invite customers in the top right of the plan overview page.

3. In the window that opens you will three tabs.

(a) Pre-filled: You can create a pre-filled source for one customer if you have their details. Enter the customers details and click on Add customer.

(b) Link: You can copy this link and add it within a button on your website or newsletter campaign, send it in a message via your own business email, or share it via social media. The plan link is to a standard form which is branded with your logo. The form cannot be customised or pre-filled. Any number of customers can sign up using this plan link.

(c) Email: You can send the link via Email from within your dashboard. Enter as many customer email addresses as you need, and then add a personalised message that will be included as part of the email they receive. Once you've entered all the information, click Invite customers.

Once the customer authorises the source, they will automatically be added to the plan. If the plan is an automatic plan, it will also create a subscription for each customer