What are Payment Links and who benefits from using them?
A Payment Link is a secure, preconfigured URL or QR code that instantly opens a checkout experience, enabling buyers to pay immediately. This feature centralizes commerce directly within your CRM, transforming any customer interaction into a purchase moment.
Sales teams, service agents, and marketing professionals all benefit by streamlining the payment process. You can share links via emails, web pages, chat, or even in person using a QR code. This flexibility ensures you meet buyers where they are, accelerating revenue collection within the Hoop platform.
How quickly can I create and share a Payment Link?
You can create Payment Links in seconds directly within your Hoop CRM. The process is designed for minimal effort and fast deployment, offering immediate time to value for your organization. You only need to define a few key parameters when generating the link.
- Choose the specific product, service, or amount.
- Determine the payment cadence, such as one-time or recurring.
- Select whether the link should be reusable or single-use.
Once created, the link is instantly ready to share, leading to immediate buyer payment and automatic record updates across all associated contacts and deals in Hoop.
Do Payment Links support subscription billing and flexible terms?
Yes, Payment Links are fully equipped to handle recurring payments and flexible transaction needs. When setting up a link in Hoop, you can create recurring links by specifying the schedule, amount, and the rules for cancellation.
Furthermore, the feature supports various operational needs for managing payments after the initial transaction. This is essential for maintaining customer relationships and accurate financial records at scale. Operational support includes:
- Handling refunds and partial payments with ease.
- Managing access controls for link creation and edits across your team.
- Automating notifications and retries for failed payments.
What plans include access to the Payment Links feature in Hoop?
The Payment Links feature is available to customers on the Core, Pro, and Enterprise pricing plans within the Hoop platform. This tiered availability ensures that businesses of various sizes and complexities can leverage centralized commerce in their CRM. Users on all eligible plans gain the full functionality necessary to create, share, and manage transactions.
Usage limits typically relate to transaction volume and processing fees, which are determined by the specifics of your chosen plan. Reviewing the detailed plan breakdown is recommended to understand any high-volume caps or specific feature variances between Core, Pro, and Enterprise tiers.
How do Payment Links integrate with my existing CRM records?
Commerce is centralized in your CRM via automatic updates and integrated workflows. Every payment completed using a link syncs instantly, providing real-time visibility and accurate historical data.
Integrating Payment Links into your commerce strategy allows you to build powerful automation directly within Hoop. This includes:
- Syncing payments to associated contacts, companies, and deals.
- Triggering fulfillment and onboarding processes instantly upon successful payment.
- Enabling comprehensive reporting to track revenue by owner, SKU, and channel.
What security measures protect customer payment data?
Security and trust are paramount in the design of the Payment Links feature. The links open a secure, preconfigured checkout environment, ensuring sensitive information is handled safely. Hoop utilizes standard encryption protocols for data transmission.
The checkout experience itself is designed with security in mind, offering responsive design, multiple trusted payment methods, and clear confirmation messages. This focus increases buyer confidence and completion rates. All customer data related to transactions is managed according to global privacy standards and stored securely within your Hoop CRM environment.