In SuperCRM, you can email people a direct link to their account balance.
Adding the Account Balance link in an email
1. Set your filter to show who you want to contact. Click here to find out how to create a filter.
2. Click the Contact button.
3. Select Send Email to write an email to include the account balance link.
4. This takes you to the email preview screen. Enter the text you wish to send in your email. Click the merge field option (as shown below). There are two merge field options, First Name and Account Balance. To personalise the email, use the merge field First Name. This automatically populate the first name of the persons name receiving the email.
5. To add a link to the Account Balance, select this as the merge field option. Note, you can move this link after you have added it.
6. The link for the account balance will show as {{Account Balance}}.
7. Click Review and Send.
8. A confirmation pop up will be displayed. Click Send.
9. An email like the one below will be received by those you had selected. The person will be able to click the View account balance link and be taken directly to their account within Sporty to see their balance. They can make a payment if they wish.