Before you start
- Have a default widget in Fundraising > Widgets.
- Have a Business profile with a URL.
Step by step
Labels are shown as they appear in the Spanish version of the console.
Open the Link de pago card. On Home, or in the person's profile (Personas, Contacto tab).
Enter the person's details. From Home, fill in Nombre (first name), Apellido (last name) and Correo electrĂłnico (email, required).
Check the channel. In EnvĂar por (Send by), Correo electrĂłnico is selected.
Add a phone number (optional). In Teléfono.
Choose the frequency. In Seleccionar la frecuencia, choose Ăšnico (One-time) or Mensual (Monthly).
Set the amount. Type the Monto (Amount, greater than 0) or tick Valor abierto (Open amount).
Personalize the message (optional). In Mensaje personalizado.
Set an expiry date (optional). Tick Caducar enalce (Expire link) and choose Seleccionar fecha and Seleccionar hora.
Send. Click "Enviar" (Send) and then "Confirmar" (Confirm).
You will see "¡Link de pago creado con éxito!" (Payment link created successfully). The person receives the email and the link appears in Follow up > Links de pago with status Creado (Created).
Frequently asked questions
Can it be undone?
No. Once confirmed, the email is sent. If you made a mistake, send a new link with the right details.
Anything to watch with expiry?
Yes. If the link expires in a later month but on a lower day of the month than today, it may be marked Expirado too early. For now the alternative is to send it without an expiry date.