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Enable a Custom Onboarding Message with Automated Reminders as a Payor

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 Important
Author note: Log all page changes in JIRA ILR board: https://procoretech.atlassian.net/browse/ILR-505 
 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.

Objective

To enable a custom onboarding message with automated reminders as a Payments Admin for a payor.

Background

Procore Pay's custom email message feature with automated reminders empowers you, as a Payments Admin, to enhance communication with your Specialty Contractors. By tailoring their invitation to join your Procore Pay organization, you can proactively send a customized welcome message or provide Specialty Contractors with important contact information. This fosters stronger relationships and streamlines the onboarding process, ensuring a smoother and more efficient experience for everyone involved. 

Things to Consider

Steps

  1. Navigate to the Company level Payments tool. 
  2. Click the Payments Settings icon-settings-gear-android.png icon. 
    This opens the Payments Settings page. 
  3. Click the Payment Processing tab. 
  4. Click Custom Email Message. 
  5. Move the Enable Custom Message toggle to the right to turn a custom message ON. 
  6. Enter a custom message in the Custom Reminder Message box. For example, include your company's contact information and include the name and phone number of an employee who can answer a Specialty Contractor's questions. 
    custom-email-message.png
  7. Click Preview Example Email to view your custom message.
  8. Click Save Message.  
    The system will apply this message to outgoing invites. Regular reminders are also sent when your Specialty Contractors don't respond, the cadence of reminder messages cannot be modified. 
 PROCORE SUPPORT: INTERNAL NOTES

This information is being provided for internal support teams assisting end users. The email reminder cadence in Procore Pay is being evaluated and subject to change so detail about it has been intentionally excluded from the Support Site documentation at this time. 

Automated Email Reminders to Specialty Contractors

Procore Pay sends email reminders to Specialty Contractors when Procore Pay when:

  • An invite to join Procore Pay is sent to a Specialty Contractor.
  • A Specialty Contractor has not added bank account information.
  • A Specialty Contractor has not accepted a Procore Pay Agreement, which is a legal agreement between the Specialty Contractor and Procore.

Procore Pay sends reminder messages to Specialty Contractors as follows: 

  • 1 Day
  • 3 Days
  • 7 Days

See Also