How to Add Funds to Your Wallet

Edited

Your CareFunnels wallet powers essential features like emails, phone calls, and text messages. Keeping your wallet funded ensures communication flows smoothly without interruption.


When to Add Funds

  • If your balance is running low (below $10).

  • When you’re setting up your account for the first time.

  • To make sure automated campaigns (texts, calls, emails) don’t get interrupted.


Step 1: Navigate to Your Wallet

  1. Log in to your CareFunnels account.

  2. Go to Settings.

  3. Select Billing.

  4. Click Wallet.

    • Here you’ll see your current wallet balance.


Step 2: Add Funds

  1. Click to add funds to your wallet.

  2. Enter the amount you’d like to add.

    • 💡 We recommend adding at least $50.

  3. Set up Auto-Recharge:

    • Choose to automatically add funds whenever your balance drops below $10.

    • This prevents service interruptions.


Step 3: Review Transactions

  • In the same Wallet section, you’ll find a transaction history.

  • Use this to keep an eye on how much is being spent on calls, texts, and emails.


Step 4: Payment Confirmation

  • When you add funds, the system will charge the card on file.

  • In some cases, your bank may request a temporary verification code.


Tips for Success

  • Always enable Auto-Recharge to avoid missed communications.

  • Monitor your wallet balance regularly to stay on top of usage.

  • Keep your billing card details updated to prevent failed charges.


✅ That’s it! Your wallet is now funded, and your communication tools are ready to go.