Are you looking to update your payment method on your automated gift? Whether you're managing multiple automations or just need to change your billing information, this guide will walk you through the process step-by-step.
Step-by-Step Guide to Changing the Payment Method In An Automation
Navigate to the Automated Gifting Page
Expand the Sidebar Menu (if collapsed)
Click on the left-facing arrow ( ˂ ) at the top-left corner of the sidebar to expand the navigation menu.
(If the menu is already expanded, you can skip this step.)
Navigate to the Automated Gifting Page
In the sidebar menu, locate and click on "Automated Gifting" to go to your automated gifting page.
Choose the Desired Automation
From the list of automations displayed, locate and click on the specific automation for which you wish to update the payment method.
Click on it to open the Automation Dashboard.
Navigate to Payment Method
Within the automation dashboard, locate the section related to payment details.
On the "Payment Method" option, select "Edit"
Update Payment Method
Select Payment Method
You'll be directed to a page where you can update your payment method for the selected automation. Choose or add the desired payment method from the available options. If you're adding a new payment method, follow the prompts to input the necessary information.
Click CONTINUE to proceed.
Add Billing Information
Add the BILLING COUNTRY and BILLING ZIP CODE.
Click CONTINUE to proceed.
Review Conditions and Finalize Your Automation
Read the conditions and terms carefully.
Click "SUBMIT" to finalize the changes.
Confirmation
Once done, you will be redirected to your Automation dashboard, and the changes will be visible under the PAYMENT METHOD section.
Congratulations! You've successfully navigated through the process of updating your payment method.
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