Use Payment Content Blocks in the New Builder

When you connect QuickBooks Online to your Mailchimp account and enable payments, you can add a Payment content block to your email to collect payments for your products and services. The content block connects directly to QuickBooks Payments, so that you can add a reusable payment link to emails in the new builder. This creates a seamless checkout process for your customers.

In this article, you'll learn how to use Payment content blocks in the new email builder.

Before you start

Here are some things to know before you begin this process.

• This feature requires you to connect your Mailchimp account to a QuickBooks Online account. To learn how to connect accounts, check out Connect or Disconnect Mailchimp for QuickBooks Online.
• You’ll need to enable QuickBooks Payments in your QuickBooks Online account.
• If your accounts aren't connected, you won't be able to use the Payment content block. You'll see a prompt to set up the integration instead.

How it works

Adding payment links helps customers complete payment transactions easily.

1. Connect your Mailchimp and QuickBooks Online accounts.
2. Enable QuickBooks Payments.
3. Add a Payment content block to your email layout in the new builder.
4. Within the email builder, create a new reusable payment link or select an existing one.
5. Choose at least one payment method: credit card, bank transfer, Apple Pay, PayPal, and Venmo.

Add a Payment content block with a new link

To add a Payment content block with a new link, follow these steps.

1. Click and drag the Payment block into your email layout.
2. In the Payments panel, click the Select a payment link drop-down menu.
3. Click Create new payment link.
4. In the pop-up modal, enter an Amount and Description.
5. If you’re selling a product that'll be delivered after payment, check the box next to I am selling a product and delivering it after I get paid, then choose your delivery range from the drop-down menu.
6. Select a payment method by switching at least one of the toggles on.
7. Click Create payment link.

That’s it! You’ve created a new payment link, and you’ll be able to reuse it in future emails. You can find the payment link in the Payments panel or in your QuickBooks Online account.

To find the new payment link in your QuickBooks Online account, follow these steps.

1. Open My apps.
2. Click Sales & Get Paid.
3. Click Payment links.

Add a Payment content block with an existing link

If you've already created active payment links in your QuickBooks Online account, you can add them to your email in a few clicks.

To add a Payment content block and use an existing link, follow these steps.

1. Click and drag the Payment content block into your email layout.
2. In the Payments panel, click the Select a payment link drop-down menu.
3. Choose the payment link you want to use.
4. After you select your link, you can Copy link or Preview payment page.

Nice job! Now that you’ve added a Payment content block, you can customize its appearance.

• Set your Alignment, Shape, Border, Colors, and Padding preferences in the editor panel.
• To set separate styles for desktop and mobile, switch the Link Desktop and Mobile Styles toggle off.

Enable dynamic content

You can turn any content block into dynamic content that displays different content to recipients based on conditions you set. This helps target different types of contacts at the same time with a single email.

To learn more about dynamic content and how to enable it in your content block, check out About Dynamic Content.