How to create Payment Form

You can design a payment form for various purposes, such as online purchases, subscriptions, or any scenario where you need to collect payments.nnTo create a payment form, follow these steps:n

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• Navigate to the “Fields & Form” option located next to your designated list.

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Adding the Payment Fields

nIn the Form builder, go to the “Create new form field” section, then select “Payment.” Click on “Products” to add the product payment field.nnnnOnce you’ve added the “Payment Product” field, you will be able to add the 3 other fields: Payment Shipping, Payment Billing, and Payment Checkout.nnn

Setting up the Payment Fields

nPayment Product:nnAfter adding the “Payment Product” field, you’ll be prompted to select your e-commerce store.nnnnNext, you can start by clicking on Add Product to choose a product from your store.n

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• For subscription-based products, you can opt for ‘Recurring Billing.’ This allows you to specify billing intervals (monthly, weekly, or daily) and set a limit on billing cycles.

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• Alternatively, you can set it as ‘Quantitative,’ allowing users to choose a quantity.

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• If necessary, activate ‘Apply Taxes’ and specify the tax percentage for automatic tax calculations.

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nFinally, click on Add to save and add your product.nnnnYou can always edit/delete the product or add a new product to your form.nnnnNote: n

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• You can select a different store by going to Payment Settings.n

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• In case, you need to add a product that does not exist in your store, you need to import this product in the Product Feed of your connected store.nn

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nPayment Shipping: When adding this field, the user will have the opportunity to provide their shipping address, including country, state, city and Zip Code.nnPayment Billing: When adding this field, the user will have the opportunity to provide their billing address, including country, state, city and Zip Code..nnPayment Checkout: Within “Checkout,” users can see the total amount, and select their payment method. You need to select your Payment Gateway Account.nnnnPlease note that you need to connect your payment gateway first, by going to the Connection Center -> Payments and connect your Stripe account.nnnnOnce done, Save your form.nnFinally, your form will look as shown below:nnn

Using Payment field

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• Once a contact completes a payment form, the payment will show in the lead profile as a completed order.

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• You can trigger an automation, once a contact completes a payment using the Complete order trigger.

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