This ready-to-use email template invites a customer to enroll in AutoPay by logging into the Customer Portal and saving a default payment method. AutoPay is one of the fastest ways to improve payment collection: enrolled customers pay automatically on their due date, so there's nothing for staff to chase, no late invoices to follow up on, and no manual card entry at the counter. See Accounting - AutoPay Benefits for the time-savings case if you need to make it to ownership. It's built for pasting straight into Sharper's Raw HTML template editor.
Test before you send this to customers. Sharper saves template edits immediately with no staging or preview mode, and there is no built-in "send test" button. After pasting the HTML below, send yourself a real copy first — see Testing Your Template in System Settings - Templates — and confirm every variable resolved and every link works before selecting a customer list.
Adding the Template to Sharper
Go to System Settings → Templates.
Click Add New.
Name it something you'll recognize, such as "AutoPay Enrollment Invite".
Set Type to Customer Marketing Email, and fill in Email Subject and Email From.
Switch the editor to Raw Editor mode.
Copy the HTML block below in full and paste it into the editor.
Click Save.
Note: Send yourself a real test copy before sending it to your customer base — Sharper has no sandboxed preview-send, so this means selecting yourself as the individual customer when you send the marketing email. You may need to create yourself as a customer first. For full details on pasting HTML, pointing Sharper at a new template, and testing, see System Settings - Templates.
Template Variables Used
These placeholders fill in automatically when the email sends — do not remove or rename them when copying the HTML.
Variable | Fills In |
{{customer_first_name}} | The customer's first name. |
{{outlet_name}} | Your marina or campground's name. |
{{outlet_logo}} | Your outlet's logo image. |
{{outlet_portal_site_url}} | The link to your Customer Portal login page. |
{{outlet_phone}} | Your outlet's phone number. |
{{outlet_address_1}}, {{outlet_city}}, {{outlet_state}}, {{outlet_zip}} | Your outlet's mailing address, shown in the footer. |
Raw HTML
Copy everything between the two lines below.
<table style="background-color: #f0f4f8;" role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0"><tbody><tr><td style="padding: 30px 10px;" align="center"><table class="email-container" style="max-width: 600px; margin: 0 auto;" role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0"><tbody><tr><td style="background-color: #ffffff; border-radius: 16px 16px 0 0; padding: 28px 40px 20px;" align="center"><img style="display: block; width: 200px; max-width: 200px; height: auto;" src="{{outlet_logo}}" alt="{{outlet_name}}" width="200" /></td></tr><tr><td style="padding: 28px 40px 28px;" align="center" bgcolor="#0c3b5e"><div style="width: 48px; height: 3px; background-color: #3db8e8; margin: 0 auto 16px; border-radius: 2px;"> </div><div style="font-size: 30px; line-height: 36px; color: #ffffff; letter-spacing: -0.5px; font-family: Georgia, serif;">Set Up AutoPay</div><div style="padding-top: 10px; font-family: Helvetica, Arial, sans-serif; font-size: 15px; line-height: 22px; color: #b8d4e8;">{{customer_first_name}}, save a payment method and never think about a due date again.</div></td></tr><tr><td style="background-color: #ffffff; padding: 28px 40px 8px;"><p style="font-family: Helvetica, Arial, sans-serif; font-size: 15px; color: #334155; line-height: 24px; margin: 0 0 16px;">{{outlet_name}} offers AutoPay through the Customer Portal. Once you save a card or bank account as your default payment method, your invoices are paid automatically on their due date — no logins, no checks, no late fees.</p><p style="font-family: Helvetica, Arial, sans-serif; font-size: 15px; font-weight: bold; color: #1e293b; line-height: 22px; margin: 20px 0 8px;">How to turn it on:</p></td></tr><tr><td style="background-color: #ffffff; padding: 0 40px 20px;"><table role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0"><tbody><tr><td style="padding: 10px 20px; border: 1px solid #e2e8f0; border-radius: 10px 10px 0 0; font-family: Helvetica, Arial, sans-serif; font-size: 14px; color: #334155;"><b>1.</b> Log in to the Customer Portal using the button below.</td></tr><tr><td style="padding: 10px 20px; border-left: 1px solid #e2e8f0; border-right: 1px solid #e2e8f0; font-family: Helvetica, Arial, sans-serif; font-size: 14px; color: #334155;"><b>2.</b> Select “Saved Payment Methods” at the bottom of the left menu.</td></tr><tr><td style="padding: 10px 20px; border-left: 1px solid #e2e8f0; border-right: 1px solid #e2e8f0; font-family: Helvetica, Arial, sans-serif; font-size: 14px; color: #334155;"><b>3.</b> Click “Add New” and enter your card or bank account details.</td></tr><tr><td style="padding: 10px 20px 16px; border: 1px solid #e2e8f0; border-radius: 0 0 10px 10px; font-family: Helvetica, Arial, sans-serif; font-size: 14px; color: #334155;"><b>4.</b> Save it as your default method — that's what enrolls you in AutoPay.</td></tr></tbody></table></td></tr><tr><td style="background-color: #ffffff; padding: 0 40px 32px;"><table role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0" bgcolor="#0c3b5e"><tbody><tr><td style="padding: 24px 30px;" align="center" bgcolor="#0c3b5e"><table role="presentation" border="0" cellspacing="0" cellpadding="0" align="center"><tbody><tr><td style="border-radius: 10px; background-color: #3db8e8;" bgcolor="#3db8e8"><a style="display: inline-block; padding: 16px 48px; font-family: Helvetica, Arial, sans-serif; font-size: 16px; font-weight: bold; color: #0c3b5e; text-decoration: none; letter-spacing: 0.5px;" href="{{outlet_portal_site_url}}">Go to Customer Portal →</a></td></tr></tbody></table></td></tr></tbody></table></td></tr><tr><td style="background-color: #ffffff; padding: 0 40px 32px;" align="center"><p style="font-family: Helvetica, Arial, sans-serif; font-size: 13px; color: #64748b; line-height: 20px; margin: 0;">Prefer to keep paying manually? No action is needed — AutoPay is entirely optional. Questions about setting it up? Call us at {{outlet_phone}}.</p></td></tr><tr><td style="padding: 28px 40px; border-radius: 0 0 16px 16px;" bgcolor="#0c3b5e"><table role="presentation" border="0" width="100%" cellspacing="0" cellpadding="0"><tbody><tr><td style="font-family: Helvetica, Arial, sans-serif; font-size: 12px; color: #5a8aad; line-height: 20px;" align="center">{{outlet_name}}<br />{{outlet_address_1}}, {{outlet_city}}, {{outlet_state}} {{outlet_zip}}</td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table>
Sending the Template to Specific Customers
Navigate to CRM → Customers.
Select Marketing Email near the top right.
Select the AutoPay Enrollment Invite template you just saved.
Select an individual customer, or select a Customer List Report to send it to everyone on that report.
To reach only the customers who haven't enrolled yet, build the report first — see Reports - Customers with AutoPay Enabled — and select it as the Customer List Report in step 4.