Payment in Forms (Including Donations)

In this article:

• Feature Overview
• Selling Products from a Form
• Collecting General Payments from a Form
• Tracking Payments
• Using Workflows with Payments from Forms
• Email Notifications
• Important Points to Note

Feature Overview

You have an option to either sell products or collect custom amount from forms.

• You have the ability to select products, choose whether to include descriptions and images and choose from a 1, 2, or 3 column layout.
• If you have variants enabled in your products, these will be visible too. Forms respect quantity calculations and are able to add tax as well.
• You can add payments to new and existing forms.

Selling Products from a Form

1. Ensure that you have added your products under Payments -> Products first.
2. Open a new or existing form that you want to add products to.

3. Select the plus sign near the top left to Add Elements. Scroll to Payments and drag the Sell Products element over to your form.

   

4. Click the No Products Added yet box in your form to open up the right hand panel of options to add products.

   

   From the product add panel, select including whether you want the form to be in live or test mode.

   Add Products using the Add Product button and selecting the product you want to add from the dropdown.

   

   1. You can add up to 20 products.
   2. Choose whether to show the description, image and/or quantity.

   3. Select add product and repeat for as many products as you want to add.

      

5. Fill out the other settings such as label, whether a purchase is required, whether there should be a coupon code box, the number of columns for the product and what you want the footer box to say.

Collecting General Payments from a Form

You can also collect general payments of either pre-defined amounts or user-inputted amounts through a form that aren't tied to products.

1. Open a new or existing form that you want to add products to.

2. Select the plus sign near the top left to Add Elements. Scroll to Payments and drag the Collect Payments element over to your form.

   

   
   
3. Enter your label and short label and choose if payment is required.
4. Customize payment options.

   1. If Suggest an Amount is toggled off, the only option your customer will have is to enter their own amount.

      

   2. Toggling on suggest an amount allows you to enter suggested amounts.
      1. Provide up to 15 suggested amounts.
      2. Select currency from the dropdown provided.

      3. Styles of amount tags will match the styling for Labels for fields.

         

   3. When Suggest an amount is toggled on, you can select the checkbox next to "Include Other Amount" if you want your user to be able to enter their own amount instead of choosing a suggested amount.

      

      
      
5. Customize your footer placeholder if you wish.

Tracking Payments

1. Payment amount and related information included in form submission details.
2. Transaction details accessible under the "Transactions" section under Payments.
3. Export payment details using export options for transactions.
4. Status is also shown whether payment is success or in pending state.

Using Workflows with Payments in Forms

You can use payments through forms as a trigger for any workflow.

1. Use the Payment Received Trigger.
2. Add two filters to the trigger:
   1. Source is Form

   2. Form is any of Name of Your Form

      

3. Save the trigger.
4. With this trigger, you can add any actions below and the workflow will run when payment is made through the form.

Email Notifications

You can use autoresponders and email notification with the form in which payment is enabled. Email notifications reflect payment status and amount as well.

Important Points to Note

• NMI and Authorize.net require the first name as a mandatory field when using the Payment element.
• Refund amounts are not captured at this time. Refunds would have the be run through the payment processor and are not reflected in FG Funnels.
• The old API-based Stripe connect method is not supported.
• In Calendars with custom form payment elements, the Payment element will not display.
• Multi payments with multi-native forms are not supported in funnels yet.
• Undo/Redo is not supported with the Payment element yet.