Email

To get maximum impact from Shift Trade, it’s important that your customers register for an account and start using it. The best way to get your customers onboard is to proactively communicate to them and help them understand the benefits.

Once your customers are signed up, reminding them of the benefits of Shift Trade is a good way to boost sales.

Email is a particularly effective method of getting the right messages across.

We have provided a range of email templates that you can customise and use.

Please review the templates carefully and insert your specific company details at the relevant points.


SUBJECT:
We’re introducing a more flexible trade account program
PREHEADER:
Register now to continue receiving [XX] day terms
Hi [NAME],
We’re transitioning our trade account program to a new platform. We have partnered with Shift – a specialist provider of credit and payment products – to offer you [XX] day payment terms. Shift Trade is a more efficient way of administering trade accounts and provides our customers with greater payment flexibility.
To continue accessing trade terms after [DATE], you will need a Trade Account.
Don’t have a Trade Account? Register here to set one up.
Already have a Trade Account? Connect your account to [COMPANY].
Why Shift Trade?
Shift Trade is a better way for us to offer extended payment terms to our customers.
Simple
Easy online registration. No change to normal ordering processes.
Cost-effective
No establishment or account fees. Zero transaction fees when using the [TERMS] provided by [COMPANY NAME].
Flexible
Extend repayment or split repayment into weekly instalments (transaction fees apply).
[OPTIONAL SECTION]
Registration requirements
To complete registration, you will need:
ABN – this will populate your business details from ASIC.
Mobile number – a code will be sent to this number each time you login to the platform.
Identification – either Australian Driver’s License or Passport.
Business bank account details – bank statement data is used to assess your account limit.
You will also need to accept the facility agreement and provide a direct debit authority.
[OPTIONAL SECTION]
About Shift
Shift supports the growth aspirations of more than 30,000 Australian businesses
Shift’s range of credit and payment products enable businesses to take control of their cash flow, purchase assets, streamline trade terms and choose the right financial products for their ever-changing needs. As dedicated business specialists, Shift provides financial certainty to businesses so they can operate and grow.
shift.com.au
Questions?
If there is anything we can do to help you through the registration process, please speak to [NAME], your account manager at [COMPANY] on [PHONE NUMBER] or [EMAIL].
You can also speak directly to Shift on 1300 249 649 or at trade@shift.com.au.
Regards,
[CONTACT NAME]

Launch emails

For companies moving an existing trade program


SUBJECT:
We’re introducing [TERMS] day payment terms on purchases from [COMPANY]
PREHEADER:
Open a Trade Account
Hi [NAME],
We are pleased to announce that we have partnered with Shift – a specialist provider of credit and payment products – to offer you [XX] day trade terms. Once you have set up your Trade Account with Shift, you will have [XX] days to pay for all future purchases. Your Trade Account also provides you with the flexibility to choose other payment options when that makes sense for your business.
Don’t have a Trade Account? Register here to set one up.
Already have a Trade Account? Connect your account to [COMPANY].
Why Shift Trade?
Shift Trade is a better way for us to offer extended payment terms to our customers.
Simple
Easy online registration. No change to normal ordering processes.
Cost-effective
No establishment or account fees. Zero transaction fees when using the [TERMS] provided by [COMPANY NAME].
Flexible
Extend repayment or split repayment into weekly instalments (transaction fees apply).
[OPTIONAL SECTION]
Registration requirements
To complete registration, you will need:
ABN – this will populate your business details from ASIC.
Mobile number – a code will be sent to this number each time you login to the platform.
Identification – either Australian Driver’s License or Passport.
Business bank account details – bank statement data is used to assess your account limit.
You will also need to accept the facility agreement and provide a direct debit authority.
[OPTIONAL SECTION]
About Shift
Shift supports the growth aspirations of more than 30,000 Australian businesses
Shift’s range of credit and payment products enable businesses to take control of their cash flow, purchase assets, streamline trade terms and choose the right financial products for their ever-changing needs. As dedicated business specialists, Shift provides financial certainty to businesses so they can operate and grow.
shift.com.au
Questions?
If there is anything we can do to help you through the registration process, please speak to [NAME], your account manager at [COMPANY] on [PHONE NUMBER] or [EMAIL].
You can also speak directly to Shift by calling 1300 249 649 or at trade@shift.com.au.
Regards,
[CONTACT NAME]

For companies launching a trade program for the first time

For companies moving an existing trade program


SUBJECT: 
Important notice: We’re making changes to our trade account program
PREHEADER: 
Get more flexible payment options with a Shift Trade Account
Hi [NAME],
We’re transitioning our trade account program to Shift Trade. To continue accessing our [TERMS] day terms, you will need a Shift Trade Account.
Don’t have a Shift Trade Account? Register here to set one up.
Already have a Shift Trade Account? Connect your account to [COMPANY].
Why Shift Trade?
Shift Trade makes it easy for us to offer trade terms to our customers. Customers place their orders using the normal process and Shift manages payment and repayment. Shift Trade also offers customers flexible options for managing invoice repayments.
Registration requirements
To complete registration, you will need:
ABN – this will populate your business details from ASIC.
Mobile number – a code will be sent to this number each time you login to the platform.
Identification – either Australian Driver’s License or Passport.
Business bank account details – bank statement data is used to assess your account limit.
You will also need to accept the facility agreement and provide a direct debit authority.
About Shift
Shift supports the growth aspirations of more than 30,000 Australian businesses
Shift’s range of credit and payment products enable businesses to take control of their cash flow, purchase assets, streamline trade terms and choose the right financial products for their ever-changing needs. As dedicated business specialists, Shift provides financial certainty to businesses so they can operate and grow.
shift.com.au
Questions?
If there is anything we can do to help you through the registration process, please speak to [NAME], your account manager at [COMPANY] on [PHONE NUMBER] or [EMAIL].
You can also speak directly to Shift on 1300 249 649 or at trade@shift.com.au.

For companies launching a trade program for the first time


SUBJECT:
Pay invoices on your terms
PREHEADER:
Get more flexibility with a Shift Trade Account
Hi [NAME],
We’ve partnered with Shift to offer our customers [TERMS] day trade terms. Customers with a Shift Trade Account now have more time to pay for purchases and more flexible payment options.
Learn more
Open an account [REGISTRATION LINK]
Questions?
For more information on our trade program, call us on [PHONE NUMBER] or email [EMAIL ADDRESS]
For help with registering for an account, you can speak to Shift on 1300 249 649 or at trade@shift.com.au

Marketing emails


SUBJECT:

Pay invoices on your terms
PREHEADER:

Get more flexibility with a Trade Account
Hi [NAME],
We’ve partnered with Shift to offer our customers [TERMS] day trade terms. Customers with a Trade Account now have more time to pay for purchases and more flexible payment options.
Learn more
Open an account [REGISTRATION LINK]
Questions?
For more information on our trade program, call us on [PHONE NUMBER] or email [EMAIL ADDRESS]
For help with registering for an account, you can speak to Shift on 1300 249 649 or at trade@shift.com.au


SUBJECT:
Boost your purchasing power
PREHEADER:
Order now and pay on flexible terms
Hi [NAME],
With the [CHRISTMAS/EOFY/OTHER] period coming up, now is the time to get your orders in and ensure you have enough stock.
We offer our customers [TERMS] day payment terms through Shift. More time to pay means more purchasing power when you need it.
Don’t have a Trade Account? Register for one now: [REGISTRATION LINK]
Already have a Trade Account? Call us on [PHONE NUMBER] so we can link your account. Then you can submit your order as normal and we will invoice you on [TERMS] day terms through your Trade Account.
Questions?
For more information on our trade program, call us on [PHONE NUMBER] or email [EMAIL ADDRESS]
For help with registering for an account, you can speak to Shift on 1300 249 649 or at trade@shift.com.au


SUBJECT:
Flexible payment terms
PREHEADER:
Extend terms or switch to weekly instalments
Hi [NAME],
The biggest benefit of having a Trade Account is that you receive [TERMS] day terms on your purchases with [COMPANY NAME]. An added benefit is that you have the flexibility to change those terms when you need to.
The [TERMS] day terms that we offer come at no cost to you. But you can pay a transaction fee to extend those terms further or switch to weekly instalments. These options are all easily available in the online platform.
Learn more
Open an account [REGISTRATION LINK]
Questions?
For more information on our trade program, call us on [PHONE NUMBER] or email [EMAIL ADDRESS]
For help with registering for an account, you can speak to Shift on 1300 249 649 or at trade@shift.com.au