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Activate Your Autobooks Users
An email outreach guide for your team
Why Proactive Outreach Matters
FIs that engage with Autobooks marketing and training content average:
19x
more enrollments
39x
more small businesses actively getting paid
compared to those that don’t.
18% of small businesses invoice through their bank
The other 82% are using Square, PayPal, QuickBooks, or emailing PDFs.
Read the report → The Invoicing Gap, Javelin Strategy & Research
A quick, personal note is often all it takes to keep small business customers engaged with the tools provided to them through their bank.
Finding Your Target Audience
Go to the SMBs Tab
Apply filters:
Processing Status = ApprovedCC Application Status = Approved
ACH Application Status = Approved.
Export the List
These are your payment-enabled customers who haven’t yet accepted their first payment.
Send the Emails
Use the templates below. Add your name to the signature at the bottom and fill in your bank’s processing rates before sending.
Important note on using the email templates:
-
The email templates shown reference Tap to Pay on iPhone. If your financial institution does not provide access to Tap to Pay on iPhone, remove Tap to Pay references before sending. Reach out to our team with any questions.
-
If you do not know your credit card or ACH processing rates, you can contact our team for assistance.
-
Be sure to add your name to the signature at the bottom and fill in your bank’s processing rates before sending.
Email 1: Getting Started with Autobooks
Subject line:
Message body:
[First Name],
You’re all set up to accept payments through Autobooks in your business checking account. I wanted to reach out and make sure you have a clear picture of how to get started.
There are a few ways to get paid, depending on how you work:
-
Payment link: Share it by text, email, or QR code. Your customer pays online. Good for when you don’t need to send a formal invoice.
-
Invoice: Create a professional invoice and send it by email. Your customer pays online by card or bank transfer.
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Tap to Pay on iPhone: Accept contactless card and digital wallet payments directly on your iPhone. No card reader required.
-
Checkout page: Build a simple page for your products, services, or events and share the link anywhere. No complicated e-commerce setup needed.
When a customer pays you, the money deposits directly into your business checking account. No separate app, no extra transfers.
Processing rates: credit card [rate], ACH [rate], Tap to Pay on iPhone [rate]. Typical settlement is 2 business days.
To get started, log into online or mobile banking and access Autobooks.
If you have questions, the Autobooks Support Center has step-by-step guides. Or reach out to me directly.
[Name] | [Title] | [Phone / Email]
Email 2: Using Your Autobooks Payment Link
Subject line:
Message body:
[First Name],
There’s a quick way to start collecting payments that doesn’t require sending a formal invoice. Your Autobooks payment link is already set up inside your online or mobile banking.
Share it by text, email, or QR code, or use it to key in card details over the phone. However your customer pays, the money deposits directly into your business checking account.
Here’s how to use it:
1. Log into online or mobile banking and access Autobooks
2. Select the Payment Link tab
3. Copy your link to share, display your QR code, or enter payment details to take a payment over the phone
Processing rates: credit card [rate], ACH [rate]. Typical settlement is 2 business days.
If you have questions, the Autobooks Support Center has step-by-step guides. Or reach out to me directly.
[Name] | [Title] | [Phone / Email]
Email 3: Using Autobooks Invoices
Subject line:
Message body:
[First Name],
If you bill customers for your work, Autobooks invoicing is already set up inside your online or mobile banking. You can create and send a professional invoice in minutes without leaving your banking app.
Add your customer, enter what you’re billing for, and attach any supporting documents. Your customer pays online by card or bank transfer, and the money goes directly into your business checking account.
You can also set up automated payment reminders and late fees so you’re not chasing payments manually.
Here’s how to send an invoice:
1. Log into online or mobile banking and access Autobooks
2. Select the Invoices tab and click New Invoice
3. Fill in your customer’s details, add what you’re billing for, and click Send Invoice
Processing rates: credit card [rate], ACH [rate]. Typical settlement is 2 business days.
If you have questions, the Autobooks Support Center has step-by-step guides. Or reach out to me directly.
[Name] | [Title] | [Phone / Email]
Email 4: How Autobooks Handles Different Payment Situations
Subject line:
Message body:
[First Name],
However your customers want to pay, Autobooks has a way to handle it. It’s already set up inside your online or mobile banking.
In person, you can use Tap to Pay on iPhone or display your QR code for customers to scan. If they’re remote, send your payment link by text or email. If they want to pay over the phone, key in their payment details yourself from the Payment Link tab.
However they pay, the money deposits directly into your business checking account.
Processing rates: credit card [rate], ACH [rate], Tap to Pay on iPhone [rate]. Typical settlement is 2 business days.
If you have questions, the Autobooks Support Center has step-by-step guides. Or reach out to me directly.
[Name] | [Title] | [Phone / Email]