How to Pay for CRM Hub Mailings in Click2Mail

How to Pay for CRM Hub Mailings in Click2Mail

Introduction

Automation processes, such as those facilitated by the CRM Hub, require account credits to ensure smooth and uninterrupted operation. This document provides an overview of the payment process for CRM Hub mailings and directs you to additional resources for further information.

Payment Overview

To process CRM Hub mailings successfully, your Click2Mail account must have sufficient credits. The CRM Hub relies on these credits to automate the mailing process, ensuring that your requests are executed efficiently and without delays.

Key Points to Note:

• CRM Hub mailings will not process if there are insufficient credits in your account.

• Failed requests due to low balance will appear in the Failed Requests tab on the Order History page of the CRM Hub interface.

• Once credits are added, you can easily retry failed requests by navigating to the Order History page and clicking Try Again under the Failed Requests tab.

Adding Account Credits

To add credits to your Click2Mail account, log in and follow these steps:

1. Navigate to Account Settings and select Add Funds.

2. Choose your preferred payment method (credit cards are accepted).

3. Complete the transaction to update your account balance.

For further details about payment options, including invoice payment eligibility and setup, please refer to the Payment Options for Click2Mail Services page.

Notes and Best Practices

• Monitor Your Balance: Regularly check your account balance to avoid failed mailings.

• Failed Requests: Resolve failed requests promptly by adding credits and retrying the mailing.

• Support: For payment-related inquiries, contact our accounting office at 703-521-9029 x 4104 or our Customer Support team at 866-665-2787.

Conclusion

Ensuring a sufficient account balance is critical for the seamless processing of CRM Hub mailings. For comprehensive information about payment options and processes, visit the Payment Options for Click2Mail Services page or contact our support team for assistance.