Formal email template: Onboarding new customers

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The GoCardless content team comprises a group of subject-matter experts in multiple fields from across GoCardless. The authors and reviewers work in the sales, marketing, legal, and finance departments. All have in-depth knowledge and experience in various aspects of payment scheme technology and the operating rules applicable to each. The team holds expertise in the well-established payment schemes such as UK Direct Debit, the European SEPA scheme, and the US ACH scheme, as well as in schemes operating in Scandinavia, Australia, and New Zealand. See full bio

Last editedOct 20231 min read

Onboarding a new customer to GoCardless - Formal template

Subject line: Set up your payments with [Insert your company name]

Body copy:

Dear [customer first name],

Welcome to [company name], and thank you for being our valued customer.

We are excited to tell you about our, preferred payment method and the many benefits it can bring to you. We use Direct Debit so you can make transactions with us quickly and safely.

We have summarised the 4 main benefits of using Direct Debit as your payment method:

Secure payments: Payments move directly from your bank account to ours and you are protected under BECS Direct Debit protection.
Automated payments: Once set up, you never have to worry about manually making a payment - it works automatically for your convenience and peace of mind.
Bank accounts never expire: There’s no need to update your payment details, as your bank account doesn't expire, ensuring continuous payments.
Early notifications and cancel any time: You will be notified a minimum of 3 days before a payment is taken and you can cancel your payments any time directly from your bank account for added flexibility.

If you're interested in using Direct Debit, please follow the steps below to set up a mandate for your next payment:

Step 1: Follow this link [Insert the Direct Debit Request link] and we will redirect you to provide more details.

Step 2: Fill out the mandate form by providing your Name and bank details. You will need your bank account number and BSB number.

Step 3: Once you have provided your bank account details, payments will be deducted automatically. Remember you can cancel this mandate any time directly from your bank account and you are protected by BECS Direct Debit protection if a payment is ever taken in error. You will be notified by our Direct Debit provider, GoCardless, a minimum of 3 days prior to the payment being deducted from your account.

Thank you.

Kind regards,

[Company representative]

[Company name]

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