You know your clientele better than anyone else. You can always email yourself a copy to confirm it looks perfect.Ĭreate a custom template with specific social links for segmented customers Important - The hyperlink won’t appear clickable while you’re editing the message but don't worry, your customers will be able to click the link once the invoice reaches their inbox. Strike a balance and don't add unwanted noise to the sales process. Customers need to know first and foremost that this is an email for a sales form. Tip - While you might want to add an eye-catching subject line, don't let that eclipse the purpose of the invoice email. Create a survey online and insert into word full#
Now, add an enticing “ call to action” message and include the full hyperlink for your social media channelwith the " or " prefix. Click the pencil icon ( ) to edit the default email message. 
Click the “Sales” tab on the left and scroll down until you see the “ Message” section. Starting from any page, click the Gear Icon ( ) and select Accounts and Settings (or Company Settings). From the start, decide whether you want your branded messaging to be part of your default message or a custom template you only send to certain segments of your customer base.Īdd social media links for all sales forms (i.e. There are two ways to edit the messages you send to customers when they receive an invoice. Get started adding clickable social media links to Invoice and Sales Form email messages Using this creative opportunity to make your brand stand out may have a very positive effect on your bottom line. Be sure to add personalized " call to action" messaging to go along with. 
Add your most popular channels, but also consider boosting your newer or less popular outlets if their growth will benefit your long-term str ategy. You should add whatever social channels resonate with your brand. In short, keep the actual invoice form focused on business. This approach separatesīranding and business so the prior doesn’t get lost amongst line items and figures (or vice versa).
Why should I add social media links to my Invoices and Sales Form emails?Īdding clickable “like us on Facebook” or “follow our Instagram” hyperlinks to invoice email messages is a simple way to stay connected with your customers, enabling you to broaden your brand’s reach without additional (or costly) marketing efforts. In QuickBooks Online, rather than embedding social media buttons in the body of sales forms, you can add clickable hyperlinks to the email message portion of invoices, estimates, and sales receipts. The simple addition of social links can greatly increase awareness of your brand online and offline, which in turn can lead to boosted sales. Social media is a great way to grow your business' online footprint and requires minimal input.
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