> ## Documentation Index
> Fetch the complete documentation index at: https://docs.macropay.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# How to automatically share links to customers after purchase

> Use a Custom Benefit to deliver private links, docs, or onboarding steps to every customer automatically the moment payment clears.

Selling a Discord invite, a private Notion playbook, a Calendly link for an onboarding call, or a download URL? You don't want to email those by hand on every sale. A **Custom Benefit** attaches that content to a product once, then Macropay delivers it automatically the instant a payment succeeds — on the confirmation screen, in the receipt email, and in the customer portal.

Because Macropay is your **Merchant of Record**, that same purchase also handles sales tax and VAT remittance for you. You wire up the link once; we handle entitlement delivery and the global tax paperwork on every order.

<Info>
  A Custom Benefit is the free-form member of the benefits family. The **Private note** is the payload — it's revealed only after a successful payment, so it's the right place for any link or content you want gated behind a purchase.
</Info>

## What you'll build

1. A reusable **Custom Benefit** that holds your link and a description.
2. A **product** that grants that benefit automatically on purchase.
3. Automatic delivery of the link across checkout, email, and the customer portal — no manual follow-up.

## Step 1 — Create the Custom Benefit

<Steps>
  <Step title="Open the Benefits page">
    In the Macropay dashboard sidebar, select **Benefits**.

    Direct link: `https://macropay.ai/dashboard/${org_slug}/products/benefits`.

    <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/benefits-page.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=bb2e92dc8868be8dc36173977eccad42" data-path="assets/guides/automate-post-purchase-link-sharing/benefits-page.png" />
  </Step>

  <Step title="Start a new benefit">
    Click **Create Benefit**. You'll see three fields: **Description**, **Type**, and **Private note**.

    <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/create-benefit.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=5970ff300f138ad095d1fed5f226787d" data-path="assets/guides/automate-post-purchase-link-sharing/create-benefit.png" />

    **Type** defaults to **Custom**, which is exactly what we want here.

    <Note>
      The **Private note** field belongs to the Custom type. Pick a different **Type** — license keys, file downloads, GitHub or Discord access — and the form swaps in fields specific to that benefit instead.
    </Note>
  </Step>

  <Step title="Add your description and gated link">
    <a id="configuration-fill" />

    Fill in the two content fields:

    * **Description** — plain text. This is the label the customer sees for the benefit (e.g. *"Onboarding call booking link"*).
    * **Private note** — supports [Markdown](https://www.markdownguide.org/basic-syntax/), so you can add formatted text, bullet lists, and one or more links.

    Put the actual link inside the **Private note** so it stays hidden until payment clears. Then click **Create**.

    <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/create-benefit-with-details.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=6907358e20e8483807aa86e2085743a4" data-path="assets/guides/automate-post-purchase-link-sharing/create-benefit-with-details.png" />
  </Step>

  <Step title="Benefit created">
    Your Custom link benefit is now saved and ready to attach to any product.

    <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/benefit-created.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=1c1390e28d4eadcbd0fd4a0fc5cfd485" data-path="assets/guides/automate-post-purchase-link-sharing/benefit-created.png" />
  </Step>
</Steps>

## Step 2 — Attach it to a product

<Steps>
  <Step title="Open your product catalogue">
    In the sidebar, go to **Products** > **Catalogue**.

    Direct link: `https://macropay.ai/dashboard/${org_slug}/products`.

    <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/product-catalogue.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=8d3e194bd316fcb4b10bc4fda5f70a72" data-path="assets/guides/automate-post-purchase-link-sharing/product-catalogue.png" />
  </Step>

  <Step title="Create the product">
    Click **New Product** and fill in the product details — name, description, and pricing. This works for one-time products and subscriptions alike, since both share the same data model.

    <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/create-product-1.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=45106753a3285500d63200994e3f0562" data-path="assets/guides/automate-post-purchase-link-sharing/create-product-1.png" />
  </Step>

  <Step title="Find Automated Benefits">
    Scroll to the bottom of the product form to the **Automated Benefits** section.

    <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/create-product2.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=c257c86b2d8b22cea68c82debc79c6c2" data-path="assets/guides/automate-post-purchase-link-sharing/create-product2.png" />
  </Step>

  <Step title="Enable your Custom Benefit">
    Click **Custom** to list the custom benefits you've created, then toggle ON the one you want this product to grant.

    <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/create-product3.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=7a9bbf34cba2b0efd1be0e2cbd39669e" data-path="assets/guides/automate-post-purchase-link-sharing/create-product3.png" />

    <Info>
      Need a new benefit instead of an existing one? Click **Create new** and fill in the configuration exactly as in [Step 1 — Create the Custom Benefit](#configuration-fill).

      <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/create-product4.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=6b7d4623619e7cf9d22140a67baef8e2" data-path="assets/guides/automate-post-purchase-link-sharing/create-product4.png" />
    </Info>
  </Step>

  <Step title="Save the product">
    Click **Create Product**.

    <img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/product-created.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=4948d5450304ca774cbcc70575bb2f01" data-path="assets/guides/automate-post-purchase-link-sharing/product-created.png" />

    The product is now live, and every purchase will automatically grant the Custom Benefit — delivering your link without any manual step.
  </Step>
</Steps>

## Where the link shows up

Once the benefit is attached, your customer sees it at every touchpoint of the purchase. The link inside the **Private note** stays hidden until the payment completes.

| Touchpoint          | What the customer sees                                        |
| ------------------- | ------------------------------------------------------------- |
| Checkout page       | The benefit **Description** under **Included**, before paying |
| Confirmation screen | Description, benefit type, and the rendered Markdown link     |
| Receipt email       | Description plus the rendered Markdown content                |
| Customer portal     | The full benefit, on demand, any time after purchase          |

### On the checkout page

When a customer opens checkout, the **Description** of your Custom Benefit appears under **Included** — so they know what they're getting before they pay. The link itself stays gated.

<img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/checkout.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=987535276c0963237ee6a98c907337f1" data-path="assets/guides/automate-post-purchase-link-sharing/checkout.png" />

### Right after purchase

The moment payment succeeds, the confirmation screen renders the **Description**, the **Benefit Type** (here, **Custom**), and the Markdown from your **Private note** — making your link immediately clickable.

<img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/purchased.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=1bd29566749365a45d52c74f25c734f3" data-path="assets/guides/automate-post-purchase-link-sharing/purchased.png" />

### In the confirmation email

Macropay also includes the **Description** and rendered Markdown in the purchase confirmation email, so the link reaches the customer's inbox automatically.

<img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/email.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=6799a875441e23835068409f7a1a0998" data-path="assets/guides/automate-post-purchase-link-sharing/email.png" />

### In the customer portal

Following the link in their confirmation email opens the [customer portal](/features/customer-portal), where the Custom Benefit — and your link — stay available whenever the customer returns.

<img height="200" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/guides/automate-post-purchase-link-sharing/customer-portal.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=db2e7a89849fec1add926a414968c819" data-path="assets/guides/automate-post-purchase-link-sharing/customer-portal.png" />

<Tip>
  Reuse one Custom Benefit across many products. Update the **Private note** once — say, when your Discord invite or onboarding URL changes — and every product granting that benefit serves the new link going forward.
</Tip>
