Adding and Using Products in Forms

Adding and Using Products in Forms

Integrating products into your forms now offers enhanced customization and layout options, significantly improving the user experience. This update allows for a more streamlined product selection and payment process within your forms.

Exciting Updates to Product Integration:

• Payment Type Options: Choose between selling a product or collecting a custom amount directly through forms.

• Product Details: Include product descriptions, images, and select from various layout options.

• Product Variants: Allow users to choose from different variants available for the product.

• Inventory Management: Product quantities are managed according to inventory settings.

• Tax Calculation: Automatically include tax calculations during the purchase process.

Getting Started:

Before adding products to your form, ensure a product is created in the products section under the payments tab. If not, go to Payments > Products > Create a Product.

How to Add Products to a Form:

1. Navigate to Forms:

   • Go to the Sites tab and select Forms.

2. Create or Edit a Form:

   • Either create a new form or edit an existing one.

3. Add Product Element:

   • Click the elements icon at the top right.

   • Drag and drop the Sell Product element onto your form canvas.

4. Connect Payment Gateway:

   • Toggle between live and test modes as needed.

   • Click "Add Product" to select from available options.

5. Add and Customize Product:

   • Select products and customize details such as descriptions, images, and layout options.

6. Enable Coupon Code (Optional):

   • Pre-requisites: Create a coupon code under Payments > Coupons.

   • If enabled, customers can apply the coupon to the product for a discount.

7. Customize Form Appearance:

   • Choose themes and styling options to match your form’s design.

8. Save and Preview:

   • Save your changes and preview the form to ensure products are displayed correctly.

Key Highlights:

• Customizations:

  • Add up to 20 products per form.

  • Choose from three different layout options.

  • Integrate forms into funnels and use them as one-step order forms with extensive customization.

• Tracking Payments:

  • Submission details will include payment amount, order ID, and payment status.

  • Click on the Order ID to view detailed information.

  • Export submission details using the available export options.

• Email Notifications:

  • Notifications will reflect payment status and amount.

• Workflow Triggers:

  • Use the payment received trigger with "Forms" as the source to automate workflows.

Important Notes:

• Recurring products are not supported at this time.

• NMI and Authorize.net integrations require the First Name field when using the payment element in forms.

• Refund amounts are not captured currently.

• The old API-based Stripe connect method is no longer supported.

• The payment element will not display in calendars with custom form payment elements.

• Multi-payment support with multi-native forms in a funnel is not yet available.

• Undo/Redo functionality is not supported with the payment element.

By utilizing these features, you can create highly customized forms that enhance the product selection and payment experience for your users.