STN - How to Create & Edit Donor/Staff Payment Links in HubSpot

This guide provides step-by-step instructions on how to create and edit donor/staff payment links in HubSpot.

Jennifer Miller
30 steps
3 minutes

HubSpot

Creating a NEW Staff Payment Link

Click "Sales"

Click "Payments"

Click "Payment Links"

Click the "Search all payment links" field and enter the name of the location you need to create the donor payment link for (i.e., "California" or "Hawaii", etc.)

The links will filter showing you just the links associated with that location. Find another staff member in the list, and click "Actions"

Click "Clone"

Update the name of the staff member in the "New payment link name" field and delete "(clone)".

See updated example below for reference. Click "Clone" Note that it is important to keep the name of the staff member consistent in all places we update as there are automations that are tied to how you list their names.

Two "Line Items" show up for each staff member link giving the option for a One-Time or Recurring donation. We need to update each one to include the new staff member's name. Click "Actions" next to the first line item listed.

Click "Edit"

Click the "Name" field.

Update the name at the end of the name field to be exactly as you used previously.

Click "Save"

Click "Actions" next to the Recurring line item.

Click "Edit"

Update the name at the end of the name field to be exactly as you used previously.

Click "Save"

Click "Settings"

Click on the graphic and select the "Rotate Image" icon that appears. Note: If you don't have a graphic, you can just click the "Trash Can" icon to remove it. You can always add it back in later if needed.

Click "Upload images" and add the staff graphic you'd like to include.

After you've added the graphic from your computer, click on the graphic in the Recent Images and it will add it in.

Update the name in the "Text box" to match what you've listed previously. There is also a link just below the name that you can add an area they serve at the location or a job title (i.e., Leadership Program Director, Internship Program, etc.).

Click "Preview" and verify everything looks how you'd like it to. You can go back to "Line Items" or "Settings" to update if needed.

Click "Create"

Click "Copy" next to the link to capture the link to share.

Click "Close"

Getting the Donation/Payment Link

Follow Steps 1-3 above to get to this view.

Click the "Search all payment links" field and enter in the name of the staff member.

Click "Copy link" button. Note: It is important to only use the link copied here. You'll see that when you paste this link into your browser, the link changes as it is personalizing the link to the donor that clicked on it.

Editing a Current Donor/Payment Link

Follow Steps 1-3 above to get to this view. Search the staff member name you'd like to edit.

Click on the "Link Name" to open the donor/payment link and you can update any of the different areas needed (see set up steps above for reference).

Click "Cancel"

STN - How to Create & Edit Donor/Staff Payment Links in HubSpot

This guide provides step-by-step instructions on how to create and edit donor/staff payment links in HubSpot.

Jennifer Miller
30 steps
3 minutes

HubSpot

Creating a NEW Staff Payment Link

Click "Sales"

Click "Payments"

Click "Payment Links"

Click the "Search all payment links" field and enter the name of the location you need to create the donor payment link for (i.e., "California" or "Hawaii", etc.)

The links will filter showing you just the links associated with that location. Find another staff member in the list, and click "Actions"

Click "Clone"

Update the name of the staff member in the "New payment link name" field and delete "(clone)".

Click "Edit"

Click the "Name" field.

Update the name at the end of the name field to be exactly as you used previously.

Click "Save"

Click "Actions" next to the Recurring line item.

Click "Edit"

Update the name at the end of the name field to be exactly as you used previously.

Click "Save"

Click "Settings"

Click "Upload images" and add the staff graphic you'd like to include.

After you've added the graphic from your computer, click on the graphic in the Recent Images and it will add it in.

Click "Preview" and verify everything looks how you'd like it to. You can go back to "Line Items" or "Settings" to update if needed.

Click "Create"

Click "Copy" next to the link to capture the link to share.

Click "Close"

Getting the Donation/Payment Link

Follow Steps 1-3 above to get to this view.

Click the "Search all payment links" field and enter in the name of the staff member.

Editing a Current Donor/Payment Link

Follow Steps 1-3 above to get to this view. Search the staff member name you'd like to edit.

Click on the "Link Name" to open the donor/payment link and you can update any of the different areas needed (see set up steps above for reference).

Click "Cancel"