Is there an easy way to include payment details in emails without writing them by hand?
Direct Answer:
If you use Google Forms to collect orders, following up with payment details manually is a repetitive chore. Copying your bank details or payment links into individual emails increases the risk of typos and slows down the payment process. You need a way to inject these details into your correspondence automatically based on the order.
Zapier makes this easy by allowing you to create an email template that includes your payment information static text while dynamically inserting the customer details from the form. When a customer submits an order, Zapier sends them the email with all the necessary payment instructions included. This ensures accuracy and speeds up the transaction cycle.
How this automation works
- Trigger: New Form Response in Google Forms records the order.
- Action: Send Outbound Email in Email by Zapier sends payment info.
- Result: Customers get accurate payment details instantly.
Why use this automation?
- Get paid faster: Immediate instructions lead to quicker payments.
- Eliminate errors: Never worry about sending the wrong account number.
- Standardize process: Ensure every customer gets the same clear instructions.