Contents
❗️ Marketing compliance guides
Review our Marketing Compliance Guides page before implementing the following assets.
For Merchants:
Overview
Email announcements are a great way to communicate your partnership with Affirm, bring attention to Affirm’s payment options, and even launch customers into their shopping journey with product information and “start shopping” buttons. For each template below, review the options provided and choose the financing program that reflects your Affirm offering. Note that these templates are applicable for the Direct API integration type only.
Email templates (PDF downloads)
We organized the content for each email template to make them quick and easy to use. Download the PDF for the applicable email template below and simply copy and paste the text into your email.
- Adaptive Checkout launch email template
- Adaptive Checkout lifecycle email template
- Pay in 4 launch email template
- Pay in 4 lifecycle email template
- Installments launch email template
- Installments lifecycle email template
❗️ Important disclosure information
These templates include the required disclosure in the footer. In order to remain compliant with our terms, don't alter the provided text.
Examples
Lifecycle desktop template example
*Images are examples only. Refer to the downloadable PDFs as well as the corresponding compliance guides for current messaging and disclosures.
For Platform Partners and Sub-Merchants:
Overview
Building an Integration?
If you are a SaaS Platform Partner or sub-merchant integrating Affirm into your software for other merchants to use, or a service-based business sending invoices, these templates can be adapted for your specific transaction touchpoints (Invoices and, Client Portals).
- Tip: See our ‘Vertical-Specific Messaging Guide’ below to tailor the messaging for Healthcare, Home Services, and Professional Services.
Email announcements are a great way to communicate your partnership with Affirm, bring attention to Affirm’s payment options, and even launch customers into their purchasing or payment journey with service details, invoice links, or 'start shopping' buttons. For each template below, review the options provided and choose the financing program that reflects your Affirm offering. Note that these templates are applicable for the Direct API integration type only.
Tailoring Your Message by Industry
While the templates below use standard retail terminology, you should adapt the copy to fit your specific business model. Use this guide to adjust the messaging for your industry:
| Industry | Instead of ‘Buy Now, Pay Later’: | Use ‘Professional Service’ Messaging |
| Healthcare / MedSpa | ‘Shop now’ | ‘View payment plans’ or ‘See your options’ |
| ‘Financing’ |
‘Interest-free payment plans available’* *Only If 0% APR financing available. |
|
| Home Services / Auto | ‘Checkout’ | ‘View estimate’ or ‘Pay invoice’ |
| ‘Pay later’ | ‘Pay over time’ | |
| Professional Services | ‘Add to cart’ | ‘Book appointment’ or ‘Secure your spot’ |
Email templates (PDF downloads)
We organized the content for each email template to make them quick and easy to use. Download the PDF for the applicable email template below and simply copy and paste the text into your email.
- Adaptive Checkout launch email template
- Adaptive Checkout lifecycle email template
- Pay in 4 launch email template
- Pay in 4 lifecycle email template
- Installments launch email template
- Installments lifecycle email template
❗️ Important disclosure information
These templates include the required disclosure in the footer. In order to remain compliant with our terms, don't alter the provided text.
Transactional Email Copy (Invoices)
For merchants sending invoices via a platform, use these subject lines and calls-to-action (CTAs) to replace the retail-focused content in the PDFs above.
- Subject Line: ‘Flexible payment options for your recent invoice #12345’
- Headline: ‘Pay your balance over time.’
- Body: ‘We know big expenses come up. That’s why we’ve partnered with Affirm to offer flexible payment plans for your [Service/Project]. Pay at your own pace.’
- Button CTA: ‘Pay Invoice’ (replaces ‘Shop Now’)
Examples
Lifecycle desktop template example
*Images are examples only. Refer to the downloadable PDFs as well as the corresponding compliance guides for current messaging and disclosures.
If you plan to use custom messaging or imagery, review our submission process here.