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Onboard new customers: Detailed email template

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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

Subject line:

Set up your payments with [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 Pull so you can make payments with us quickly and safely.

Here are the top four benefits of paying with ACH Pull:

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 error-free 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.
Secure payments: Keep your payments safe, thanks to the Electronic Fund Transfer Act otherwise known as Regulation E, protecting you from unauthorized payments.

Setting up an ACH Pull payment is simple:

Follow this link [Insert your mandate creation link] and we will redirect you to provide more details.
Fill out the form with your name and bank details. You will need your bank account number and routing number.
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 Pull provider, GoCardless, a minimum of 1 day prior to the payment being deducted from your account.

Kind regards,

[Company representative]

[Company name]

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