With this step by step, you will be able to carry out the process of creating your first payment link:
| Permissions required🔑
To create a Smartlink, it is necessary to have either the Master or Smartlink masterrole. |
1. From the Smartlinks screen of your Console, click on the + Create Smartlink button; A new screen will open to set up your Smartlink.
2. In the General Information section describe the basic information of your product or service:
- Product name: this will appear in the main link of your Smartlink.
- Promotional text: enter a brief description of your product or service.
- Category: enter the category that best suits your product or service.
| Note: this step is optional and does not affect the creation of your Smartlink.
- Product description: enter the description of your product; the text will appear in the Smartlink you share.
- Payment type: select if you will offer one-time payment, subscription or both, and the total amount to pay for your product. The result, including taxes, will appear in the Purchase summary field.
3. In the Payment method section, select the payment methods that you will have available for your customers, among credit card, cash or transfer.
4. In the Logo section, choose the image of your merchant that will be displayed in your Smartlink. At this stage you will be able to choose between the images that you have previously uploaded in the creation of other Smartlinks, or upload a new one.
5. From the Style and Structure section, define the visual appearance of your Smartlink.
6. In the Programming section, define the number of uses and expiration time of your Smartlink. At this stage, you can also add a stopwatch that will be shown only if you choose a cover for your Smartlink.
7. In the Terms and Conditions section, configure the terms and conditions that will apply to your Smartlink; You can select from the default ones for your business or customize them according to the product.
8. In the Dynamic Form section, you can create a form to create the data you need for your customers, you can use our default template or start from scratch and add the fields you need.
9. Click the Preview button to see the way your Smartlink will look.
10. When you are done with your changes, click the Save button to save the changes of your Smartlink.
The following video will guide you through the creation process:
| Note: To learn how to share, edit, or delete a Smartlink, check out this article.