The payment element for forms allows you to seamlessly accept payments directly through your forms. This powerful feature simplifies the process of selling products and services by integrating payment options into your forms, enhancing your customers' experience.
Access the Payment Element:
Navigate to Sites > Forms > Add a Form or Edit an existing one (click on the three dots on the created form to edit it.
In the form builder, locate the payment elements on the left-hand side.
Configure Payment Options:
Choose between selling a product or specifying a custom amount.
Add products from the product section, including descriptions and images.
Drag and Drop the Payment Elements:
Drag the payment elements from the left-hand side and drop it into your form.
Configure Payment Options:
Choose between selling a product or specifying a custom amount.
Add products from the product section, including descriptions and images.
Option to Add Recurring Products: You can create a recurring product from the payments tab, then navigate to forms or surveys and add the payments element. Select your recurring product from the add product section.
Select Product Variants and Layouts:
Allow users to select different variants of products.
Choose from various layout options such as single-column, two-column, or three-column.
Set Up Quantity and Inventory Management:
Ensure the quantity of products is respected per inventory management settings.
Include Tax Calculation:
Enable tax calculation to be included when a product is purchased.
Add to Funnels:
Easily integrate forms with payment elements into funnels to create a seamless one-step order process.
Review Submission Details:
Upon form submission, the payment amount and order status will be included in the submission details.
Set Up Email Notifications:
Configure email notifications to reflect the payment status and amount.
Utilize Workflow Triggers:
Use the "payment received" trigger in workflows to automate follow-up actions.
Integrated Payments: Accept payments directly through forms, eliminating the need for external payment gateways.
Flexible Product Management: Sell products with multiple variants and manage inventory within the form.
Automatic Tax Calculation: Automatically include tax calculations to simplify the checkout process for your customers.
Seamless Integration: Easily add forms with payment elements to funnels, enhancing your sales process.
Customize Layouts: Experiment with different layout options to find the one that best suits your form's design.
Monitor Inventory: Keep an eye on your product inventory to ensure accurate availability for your customers.
Leverage Workflows: Use workflow triggers to automate actions based on payment status, improving customer follow-up.
Can I add multiple products to a single form?
Yes, you can add up to 20 products to a single form.
How do I handle product inventory management?
The payment element respects inventory management settings, ensuring accurate product availability.
What if I need to refund a payment?
Currently, refunds are not captured in the payment element, but this can be managed through your payment processor.
