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 editedMay 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 ACH Debit so you can make transactions with us quickly and safely.

We have summarized the 4 main benefits of using ACH Debit as your payment method:

Secure payments: Payments move directly from your bank account to ours and you are protected under Regulation E, which protects you from unauthorized payments.
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 1 day 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 ACH Debit, please follow the steps below to set up a mandate for your next payment:

Step 1: Follow this link [Insert the payment authorization creation link] and we will redirect you to provide more details.

Step 2: Fill out the payment authorization form by providing your name and bank details. You will need your bank account and routing number.

Step 3: Once you have provided your bank account details, payments will be deducted automatically. Remember you can cancel this mandate at any time directly from your bank account and you are protected by Regulation E if a payment is ever taken in error. You will be notified by our ACH Debit provider, GoCardless, a minimum of 1 day prior to the payment being deducted from your account.

Thank you.

Kind regards,

[Company representative]

[Company name]

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