Add a PayNow button to Gmail signatures - ePayPolicy
The article provides step-by-step instructions on how to save a PayNow button image from the ePayPolicy client toolkit and add it to a Gmail signature, including inserting the image, resizing it, embedding a hyperlink to the user's ePayPolicy payment page, and saving the updated signature settings.
This article will guide you through the process of adding a PayNow button to your Gmail signature with a link to your ePayPolicy payment page.
Save Your PayNow Button or Banner
- 1.Select the PayNow button or banner you want to add to your signature from the client toolkit.
- 2.Right-click on the image.
- 3.Select "Save image as…" from the drop-down menu.
- 4.Name the saved image something you can easily find later, such as PayNow.
- 5.Verify the folder where the image will be saved and click Save.
Tip: We recommend saving to your “Downloads” folder.
Add a PayNow Button or Banner to Gmail Signature
- 1.From Gmail, click the Settings gear.
- 2.Click "See all settings."
- 3.Select "Signatures" from the drop-down menu.
- 4.Scroll down to the signature fields.
- 5.Locate the signature you would like to add the image to.
Tip: If needed, Google has a guide for updating your email signature.
- 1.Place your mouse cursor where you would like to see the image.
- 2.Copy your ePayPolicy payment page URL.
- 3.Click the "Insert image" button.
- 4.Locate and choose your saved image file.
- 5.Resize your image by following the steps below:
- Click the image
- Select Small, Medium, or Large
Tip: We recommend that you select the Medium option.
Embedding a Link to Your Payment Page
- 1.Highlight the PayNow Button you just added to select it.
- 2.Click the "Link" button.
- 3.In the Edit Link popup, paste your ePayPolicy payment page URL in the Web address field. If you do not know your dedicated payment page URL, refer to the help article on finding your payment page.
- 4.When you're done, click OK.
- 5.Scroll down and click "Save Changes."
Related
Add a PayNow button to Outlook signatures - ePayPolicy
The guide explains how to save a PayNow button or banner image from the ePayPolicy client toolkit, add it to an Outlook email signature by inserting and resizing the image, and then embed a hyperlink to your ePayPolicy payment page within the button for easy payment access.
Link your website or email signature to your payment page - ePayPolicy
The ePayPolicy guide explains how to add a PayNow button to your website by providing your web designer with your payment page URL and downloadable buttons from the Client toolkit, and how to add PayNow buttons or badges to email signatures across platforms like Microsoft Outlook and Gmail using detailed instructions and resources, facilitating easy online payments for clients.
Add a PayNow button to Gmail signatures - ePayPolicy
The article provides step-by-step instructions on how to save a PayNow button image from the ePayPolicy client toolkit and add it to a Gmail signature, including inserting the image, resizing it, embedding a hyperlink to the user's ePayPolicy payment page, and saving the updated signature settings.
Why Do Agents Choose ePayPolicy over Input 1?
Nearly 5,000 independent insurance agents choose ePayPolicy over Input 1 because it offers an insurance-centric, mobile-friendly, and branded payment platform with seamless integration into 16 popular management systems, real-time dashboards, no contracts or setup fees, live US-based customer support, and endorsements from over 70 industry organizations, enabling faster policy binding and streamlined receivables.
Integration Plan 1 - ePayPolicy
The ePayPolicy Integration Plan offers advanced features including AutoPay for automatic invoice payments, automated invoice notification emails, prefilled payment pages for clients, customizable payment page options like custom fields, recurring payments, branding, and document uploads, with an included Essentials plan and a three-month free trial of another plan available upon request.
ePayPolicy vs. Input1
ePayPolicy is a secure, customizable online payment platform used by over 7,500 insurance organizations to accelerate receivables, streamline accounting with a unified dashboard, integrate with popular AMS and CRM systems, and enhance user experience through branded payment pages, offering a 60-day free trial and strong endorsements from industry professionals.