Chargent Support Center


Create custom emails for Payment Requests

Customizing your Payment Request emails can be done using Salesforce Templates.  You can create your own HTML templates and use the merge fields provided in the existing Payment Request templates.
 
Once you have your email setup you want to clone the Workflow Rule and set it to send the new Payment Request email template instead of the old one.  It's a good practice to deactivate the old one.


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