Skip to main content
When sending a Card By Link request, PCI Booking sends an email or SMS to the cardholder with a link to a card capture page. You can customize the content of these messages and the landing page through the portal. This lets you create a fully branded experience for your cardholders, from the initial notification through the card entry form.

​
Template Types

PCI Booking provides three template types that you can customize independently: Each template type supports multiple languages. You specify the language in the Card By Link API request, and PCI Booking uses the matching template for that language.

​
Dynamic Variables

Templates support dynamic variables that are replaced with actual values when the message is sent. This allows a single template to serve many different transactions, with each message personalized to the specific cardholder and payment context. In the CustomHeaderText and CustomFooterText values of the Card By Link API request, write each variable as $~name~$ (names are case-insensitive). In the portal template editor, insert variables using the editor’s variable controls. Example header text:
If a variable such as amount, recipient_name, or the support contact details is NOT used in your custom header or footer, PCI Booking embeds that information in the card capture page automatically, so the cardholder always sees it.

​
Access Template Settings

  1. Log in to the PCI Booking portal.
  2. Navigate to GUI Settings > Customization > Customize Templates.
The page has three sections: email, text message, and landing page.

​
Customize Email

  1. In the Customize Emails section, select email type Card Over The Phone (the legacy name for Card By Link).
  2. Choose the language to edit (you specify the language in the API request).
  3. Edit the following fields:
    • Subject - the email subject line
    • Message Body - supports dynamic variables like recipient name, amount, description. Values are provided in the API request.
    • Go to action button - text for the button that links to the card capture page
  4. Use Preview to see your changes.
  5. Click Set New Text to save.

​
Customize Text Message

  1. In the Customize Text Message section, select the language to edit.
  2. Edit the message text. Maximum 117 characters (including spaces and punctuation).
  3. The link to the landing page is added automatically at the end.
  4. Click Set New Text to save.
Keep SMS messages concise. The 117-character limit includes spaces and punctuation. The secure link is appended automatically and does not count toward this limit.

​
Customize Landing Page

  1. In the Customize Landing Page section, select the language to edit.
  2. Edit the following sections:
    • Header - text above the card form. Supports dynamic variables.
    • Card Capture Title - title text above the card form fields.
    • Footer - text below the card form. Supports dynamic variables.
  3. Use Preview to see your changes.
  4. Click Set New Text to save.
You can send custom header and footer values in the Card By Link API request. If provided, these override the template values set in the portal. This is useful when different transactions require different messaging without changing the default template.

​
Branding Tips

For a fully branded cardholder experience, combine template customization with white-label email configuration. This ensures the email sender address, message content, and card capture page all reflect your brand rather than PCI Booking’s.