Payment Element in Forms & Surveys

Payment Element in Forms & Surveys

Introduction:
The payment element in forms is a powerful feature designed to streamline the process of accepting payments directly through your forms. Whether you’re selling products, services, or accepting donations, this feature integrates payment options into your forms, offering a smooth customer experience.

How-to Steps:

1. Access the Payment Element:

• In the Form Builder, locate the payment element on the left-hand panel.

2. Drag and Drop the Payment Element:

• Drag the payment element and drop it into your form to position it where needed.

3. Configure Payment Options:

• Choose between selling a specific product or allowing users to enter a custom payment amount.

• You can add products from your product section, complete with descriptions and images.

4. Select Product Variants and Layouts:

• Enable customers to choose between different variants of your product (e.g., size, color).

• Pick from layout options like single-column, two-column, or three-column to display products.

5. Set Up Quantity and Inventory Management:

• Ensure that the product quantity is managed according to your inventory settings.

6. Include Tax Calculation:

• Enable automatic tax calculations during checkout, simplifying the process for your customers.

7. Add to Funnels:

• Integrate the form with payment elements into your funnels to create a seamless one-step order process.

8. Review Submission Details:

• Upon form submission, payment details, including the amount and order status, will be captured and saved.

9. Set Up Email Notifications:

• Configure email notifications to include payment status and details, keeping both you and your customers informed.

10. Utilize Workflow Triggers:

• Use triggers like "payment received" in workflows to automate follow-up actions, such as sending confirmation emails or initiating delivery processes.

Benefits:

• Integrated Payments: Accept payments directly through forms without needing external payment gateways.

• Flexible Product Management: Sell products with multiple variants and manage inventory within the form.

• Automatic Tax Calculation: Include tax in your payment processing to make the checkout process hassle-free for customers.

• Seamless Integration: Easily incorporate forms with payment elements into funnels for a smooth, unified sales process.

Pro Tips:

• Customize Layouts: Test various layout options to see what best matches your form’s design and user experience.

• Monitor Inventory: Regularly check product inventory levels to ensure accurate stock information.

• Leverage Workflows: Use workflow triggers to automate customer follow-up actions based on payment status, improving engagement and customer care.

FAQ/Use Cases:

• Can I add multiple products to a single form?
  Yes, you can include up to 20 products in a single form.

• How do I manage inventory for products?
  The payment element respects inventory management settings, ensuring accurate product availability for your customers.

• What if I need to refund a payment?
  Refunds are not handled directly within the payment element but can be processed through your payment gateway.