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tech-Mar-22-2022-10-05-21-15-PM
go-to-market resource

Small Business Activation Emails


Transform enrolled users into power users

Customers have accepted the Autobooks terms and conditions, and completed sign-up through online banking. But that doesn’t mean they’ll use the features. So, what’s next? 

The Small Business Activation emails found here are designed to convert enrolled users into regular users — all through simple messaging that reminds them why Autobooks is the solution they've been searching for (after all, they've enrolled for a reason).

The five emails included here are meant to reinforce the value of the Autobooks payment acceptance features, especially in comparison to competing third-party apps. If the enrolled user has received all five emails without accepting a payment, emails 2-5 are re-sent one more time with an updated subject line and introduction. The call-to-action is straightforward: log into online banking and accept your first payment.

If the user accepts a payment at any point throughout this journey they will stop receiving the subsequent emails.

ACTIVATION EMAIL WORKFLOW
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Accepted a payment?
End activation emails.

Email 1


The recipient has agreed to the Autobooks terms and conditions, and completed sign-up after having clicked on the Autobooks portion of online banking. This message welcomes them to Autobooks, by reinforcing some competitive differentiators; namely, that Autobooks is offered in partnership with their financial institution, that it is easy to use, and that it is affordable (in comparison to third-party apps). 

Subject line: 

You can now send invoices & accept payments with [FI Name]

Preview text:

Invoicing & online payment acceptance: available from [FI Name] online dashboard

Message body:

Hi there,

Congratulations! You're now able to send invoices & accept online payments from your customers, all right inside your [FI Name] account. 

Three quick details and an important question below:

First: there's no separate login, and no need to transfer funds from elsewhere when a customer pays you. It's all inside your account. 

Second: funds from online payments typically will reach your [FI Name] account within 2 business days.

Third: when you accept an online payment through [FI Name], you'll see a small processing fee. Good news: our fee is more affordable than fees charged by third party vendors (PayPal, Quickbooks, etc): 

  • [Your processing rate]% per credit or debit card transaction
  • [Your processing rate]% per ACH transaction 

To receive your first payment, just log into your [FI Name] account, click "create an invoice" or "accept a payment", and follow the prompts. It's that simple. 

One last thing before you go.

What is the dollar amount you typically accept from your customers? 

You can simply reply to this email with your average and highest amounts. 

PAYMENT ACCEPTANCE ENABLED
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Email 2


This email is sent once the recipient has been enabled to accept payments. The content is designed to address several frequently asked questions such as the cost per transaction, when incoming payments will be deposited into their account, and where to go for help. 

Subject line: 

You're approved! Learn about processing limits and more inside

Preview text:

You're approved to accept payments directly into your [financial institution] account. FAQs and details on how to connect with our team regarding your processing limit inside

Message body:

Hi there,  

Congratulations! You're now able to accept online payments from your customers directly into your account at [FI Name]. To help you get started, here's everything you need to know about payment processing through Autobooks, a secure payment partner of [FI Name]. 

Are there limits on how much I can process?

Yes, you are assigned processing limits at the time of your enrollment. Your limit is based upon several factors. Examples include account balance, credit history and business type. 

Our goal is to ensure you have the right limit for your business or non-profit. To help ensure your limits meet your needs, reply directly to this email or schedule a meeting with an Autobooks Small Business Specialist here with the following:

  • The dollar amount you typically accept
  • The largest dollar amount you need to accept on occasion

Once received, a Small Business Specialist will reach out to discuss your limit needs.

Are there processing fees associated with accepting payments through [FI Name]? 

Yes, there are per transaction fees associated with processing payments through Autobooks and [FI Name]: 

  • [Your processing rate]% per credit or debit card transaction
  • [Your processing rate]% per ACH transaction

How long does it take for customer payments to be deposited?

Customer payments are typically deposited in 2 business days.

How can I accept payments from my customers? 

Payments can be accepted either via Invoice, or your unique Payment Form Link. You can copy and share your Payment Form Link anywhere you'd like to accept online payments from your customers: 
https://app.autobooks.co/pay/CONTACT.AB_PAYMENT_FORM_SLUG, or check out these two quick videos on accepting payments through invoices and your unique Payment Form Link for additional information.

Autobooks Invoices - Getting Started

 

Autobooks Payment Form - Getting Started

 

Customers pay faster when paying you is easy.

To get started, just log into your [FI Name] account, click "create an invoice" or "accept a payment", and follow the prompts. It's that simple.

Get Paid Today

Invoicing & online payments are provided to you by [FI Name], and powered by Autobooks. Autobooks is a trusted technology partner of [FI Name]. Our secure platform is what enables [FI Name] to offer invoicing & online payment acceptance.

Still have questions? Contact an Autobooks small business specialist by phone at (866) 617-3122 or reply to this email and we'd be happy to help.

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Accepted a payment?
End activation emails.

WAIT 1 BUSINESS DAY
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Email 3


In this email, we delve into some of the details of the invoicing feature available within online banking, to help the recipient better understand how they can leverage the Autobooks invoicing features to work with their existing processes.

Subject line: 

How to send your first invoice from your [FI Name] account

Preview text:

Preview: A few tips to get you started

Message body:

Hi [Name of Recipient],

Did you know 95% of small businesses that send online invoices get paid within 5 days? Reason being: when it's easy to pay, customers pay faster.

Thankfully, sending invoices through your [FI Name] account is easy and fast, too. Here's how to send your first invoice:

  1. Log into your [FI Name] account and click 'Send an invoice' from your dashboard
  2. Enter your customer's name and details
  3. Add your products/services and their prices
  4. Add your business details (and logo, if you prefer)
  5. Preview your invoice and hit 'Send!'

Your customer will get an email containing their invoice, where they can click to pay through a secure webpage. They can use ACH and all major credit and debit cards, including American Express®. No matter what card they use, you'll only pay [your processing rate]% per card transaction, and [your processing rate]% per ACH transaction. 

Funds go directly into your [FI Name] account and are usually deposited within two business days. And boom, you're paid.

Log into your [FI Name] account to send your first invoice today. If you don't have anyone to invoice yet, that's OK — you can try creating a test invoice to send to a friend, a family member, or even yourself (paying it is optional, of course).

Create an Invoice [Link to: Online Banking Login URL ]


Invoicing and online payments are provided to you by [FI Name], and powered by Autobooks. Autobooks is a trusted technology partner of [FI Name]. Our secure platform is what enables [FI Name] to offer invoicing and online payment acceptance.

Still have questions? Contact an Autobooks small business specialist by phone at (866) 617-3122 or reply to this email and we'd be happy to help.

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Accepted a payment?
End activation emails.

WAIT 3 BUSINESS DAYS
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Email 4


In this email, we delve into some of the details of the payment link feature available in online banking, to help the recipient better understand how they can leverage the Autobooks payment features to work with their existing processes.

Subject line: 

Accept payments on the go with your payment link

Preview text:

Send from your phone & let customers pay from theirs

Message body:

Hi [Name of Recipient],

When you're moving fast and just need to get paid — but don't need to send an invoice — your payment link is your best option.

Your payment link is a quick, professional, no-frills way to take payment. 

Here's how it works:

  1. Log into your [FI Name] account and click 'Accept a payment' from your dashboard
  2. Add your business details (and logo, if you prefer)
  3. Copy your payment link, then just text or email it to your customer. You can even access a QR code unique to your payment link to display anywhere you'd like to accept payments (stickers, pamphlets, business cards -- anywhere!)

Your payment link takes your customer to a secure webpage, where they can easily pay you from their phone or laptop. 

ACH and all major credit/debit cards are accepted, including American Express®. And no matter what card they use, you'll only pay [your processing rate]% per card transaction, and [your processing rate]% per ACH transaction. 

Funds go directly into your [FI Name] account and are usually deposited within two business days. Boom, you're paid.

Want to actually see what your payment link will look like to your customers? Check it out (and even pay yourself $1) right here, or watch the video below for more details: 
https://app.autobooks.co/pay/[Custom URL]

The next time you need to get paid, just log into your [FI Name] account and click "Accept a payment." Or, test out your payment link today by texting it to a friend, a family member, or even yourself.

Get your payment link [Link to: Online Banking Login URL ]


Invoicing and online payments are provided to you by [FI Name], and powered by Autobooks. Autobooks is a trusted technology partner of [FI Name]. Our secure platform is what enables [FI Name] to offer invoicing and online payment acceptance.

Still have questions? Contact an Autobooks small business specialist by phone at (866) 617-3122 or reply to this email and we'd be happy to help.

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Accepted a payment?
End activation emails.

WAIT 4 BUSINESS DAYS
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Email 5


This email is designed to highlight the benefits of accepting customer payments through the send an invoice and accept a payment features directly inside of online banking instead of third-party payment apps.

Subject line: 

Who wants to save on processing fees?

Preview text:

Accepting customer payments through your [FI Name] is your most affordable option 

Message body:

Hi [Name of Recipient],

You recently signed up to send invoices and accept electronic payments right from your [FI Name] online dashboard. 

If you've been using (or considering) third-party tools like PayPal or QuickBooks, here's how [FI Name] can serve you even better:

Manage your invoices and your money, all in the same place. Why use yet another tool to send invoices and get paid when you can do it all from your [FI Name] account? There's no separate login, and no need to keep transferring funds from elsewhere.

Transparent pricing. When you're a small business, every penny counts. Our fees are more affordable than third-party vendors:

  • [your processing rate]% per credit or debit card transaction
  • [your processing rate]% per ACH transaction

Payments go directly into your bank account typically within two business days. Never lose track of funds stored inside other apps or virtual wallets again — or get stuck paying even more fees to transfer them into your bank account.

Streamlined admin work. Right inside your [FI Name] account, you get an organized view of: 

  • All sent and in-draft invoices
  • Invoices color coded by status: overdue, paid, or pending
  • Which invoices have been opened or viewed by your customers
  • Plus, you can instantly check your balance, confirm payments in seconds, and even issue refunds in a single click

Fast customer service and expertise from a real person over the phone when you have an issue or get stuck. 

Send an invoice or accept payment from a customer today.

To get started, just log into your your [FI Name] account, click "create an invoice" or "accept a payment", and follow the prompts. It's that simple.

Send an invoice or accept a payment [Link to: Online Banking Login URL ]


Invoicing and online payments are provided to you by [FI Name], and powered by Autobooks. Autobooks is a trusted technology partner of [FI Name]Our secure platform is what enables [FI Name] to offer invoicing & online payment acceptance.

Still have questions? Contact an Autobooks small business specialist by phone at (866) 617-3122 or reply to this email and we'd be happy to help.

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