Despite the popularity of messaging apps like Messenger and WhatsApp, SMS is still an irreplaceable communication tool.
Companies and businesses use it to send customers delivery confirmations, appointment reminders, and promotional offers.
Besides those, text-to-pay is another innovative SMS feature that has gained traction in the past few years.
GoHighLevel integrates it smoothly within its all-in-one marketing platform, making it accessible to its users without additional costs.
Let’s explore how the GoHighLevel text-to-pay feature works.
Table of Contents
- What Is the GoHighLevel Text-to-Pay Feature
- Why Use GoHighLevel’s Text-to-Pay Feature
- What Are the Prerequisites of GoHighLevel’s Text-to-Pay Feature
- How to Setup Text2Pay Inside the GoHighLevel Platform
- How to Create a Payment Received Trigger with GoHighLevel
- What Apps Does the Text-To-Pay Feature of GoHighLevel Replace?
- FAQs
- Conclusion
What Is the GoHighLevel Text-to-Pay Feature
Text-to-pay (or Text2pay) is a modern solution for businesses looking to streamline transactions. It allows you to receive payments through a simple SMS message.
This feature is functional in various scenarios. For example, if you’re at a networking event and meet someone interested in your marketing services, you can quickly set up a payment request through a text message.
It’s also handy if you’re on a call with someone who decides they want to start your coaching sessions and send their payment immediately.
Currently, GoHighLevel requires you to set up this feature manually, as workflow automation is not yet available. But don’t worry. You can have it ready in just a few minutes or seconds and start accepting money on your mobile device immediately.
Why Use GoHighLevel’s Text-to-Pay Feature
Besides being able to use it with the platform’s phone system, here are some of the best reasons why you should consider using this feature.
- It’s easy to use and efficient. This technology simplifies the checkout process, significantly reducing the time and effort needed to complete transactions.
- It’s customer-centric. This feature makes paying for services a breeze for your clients. They don’t need to access their email or visit your website. A simple click allows them to input and complete their payment details.
- Solid platform security. GoHighLevel is a trusted platform committed to protecting client data. It includes comprehensive measures to ensure the safety and confidentiality of your customers’ information.
What Are the Prerequisites of GoHighLevel’s Text-to-Pay Feature
There are three requirements before you can access and use this feature.
First, you must have a GoHighLevel account. You can register for a free trial or become a paying member.
Next, this feature requires integration with Stripe for payment processing. To enable smooth transactions, set up your Stripe account first.
Lastly, you need to be an Admin or have access to the Agency dashboard to integrate the Stripe account for the sub-business profiles.
How to Setup Text2Pay Inside the GoHighLevel Platform
Step 1. Connect Your Stripe Account
Choose a sub-account and click the “Payments” tab on the dashboard.
Select “Connect Your Stripe Account” inside the “Integrations” tab. Fill in your details and save.
Step 2. Create a Payment Link
Next, go to the “Conversations” tab and select a message thread to which you want to send a payment request.
Select the dollar sign icon at the bottom.
On the pop-up form, add all the items and prices you want to charge for.
Step 3. Test the Link or Make it Live
Select the dropdown arrow beside the “Additional Options” to choose whether to link live immediately or test it first. If this is your first time, go for the latter. Once done, click “Copy link and mark as sent.”
You’ll see a default message that contains the link.
You can copy and paste it to a new tab so you’ll get a view of what your clients will see. It will be an invoice with a clickable button.
When clients are ready to pay, they can click that and provide their payment details.
How to Create a Payment Received Trigger with GoHighLevel
Even though the automatic sending of text2pay links is unavailable, you can set up a GoHighLevel workflow for actions after your clients pay successfully.
For instance, you can send a confirmation by following these steps:
- Go to the “Automations” tab and select “Add New Workflow.”
- Choose “Start from Scratch.”
- Click “Add New Trigger” and select “Payment Received.” Then, add these filters.
- Filter 1: Source + Is + Invoice
- Filter 2: Sub-Source + Is + Text2Pay Link
- Click “Save Trigger.”
You can select send an email, an SMS message, or both for the actions. After setting up your workflow, remember to save or publish it.
What Apps Does the Text-To-Pay Feature of GoHighLevel Replace?
GoHighLevel’s Text To Pay feature can replace various applications, so you don’t have to invest in the following tools and services.
- Textedly. This software is known for sending bulk text messages.
- Podium. An AI-powered platform that helps users capture leads through different communication channels.
- E-Complish. An established payment processing software that offers multiple channels.
Related:
FAQs
Does the GoHighLevel Platform Offer a Text2Pay Feature?
Yes. GoHighLevel offers this feature as a part of its subscription plans.
How Can I Send a Payment Link inside the GoHighLevel Platform?
Once you connect your Stripe account to your GoHighLevel dashboard, you may click the “Conversations” tab, choose one message from your inbox, and then select the request payment icon ($).
What Are the Other Terms for Text-to-Pay?
Text-to-pay is also known as Text2pay, text payments, mobile payment links, and SMS payments.
Conclusion
The GoHighLevel Text2pay feature offers a straightforward way to collect payments. It combines payment and messaging in one place. At the same time, it removes any friction and your customers can pay quicker.
Ready to try it out? Sign up for a free trial at GoHighLevel. Then, set up and send your first mobile payment link.
