How can i add a payment to my form?

Last updated Feb 27 2018
Adding a payment integration
Payment Integration

If you want to start selling products/services online and collecting money through your form you will need to use the payment integration, which allows your online store to accept credit card payments from customers. You can use this for online orders, donations or payments etc.
When setting up the payment you can choose a single or a recurring payment, and you can also connect this payment to your SF integrations, so all the payment messages will also be sent there.
In your form you may define a fixed price for the payment process, or make the price dynamic.based on your form fields. A dynamic price may be achieved by giving each field in the form its own price and / or combining it with a calculated field.

Following are steps to add payment integration:

1- Sign in to your FormTitan account.
2- Enter your form in the form builder
3- Make sure you have items for sale in your form.
In order to add a payment integration you will need to have a list of items for the form filler to choose from. These items will need to be added to your form as one (or more) of the following elements : as radio button, as checkbox or as a drop down.
4- Goto "Properties Panel" > "Form" tab >  "Settings" > "Payment Integration" Category > Enable Payment.
Turn on this checkbox to configure the integration.

5-


The payment integration window will open and you will need to enter the following properties:
- currency and base price (base price is not mandatory).
Turn on the following checkboxes according to the properties you would the form filler (buyer) to enter.
- show billing address - if you want the form filler to specify a billing address
- show shipping address - if you want the form filler to specify a shipping address
- show product price inline - - if you want the form filler to see the product price inline 
- Payment mode - if you would like to collect in a single paymrnt or using recurring payment.
If you choose "Recurring" you will need to specify if it is daily / weekly / monthly / yearly. you will also be able to enter a description.
- Send Mail - This option will allow you to send the filler an email, if the payment was executed. Simply turn on the checbox and choose the Email element in the form in using the dropdown.
In addition you can create a customized email by pressing on the "Configure custom mail" button.
Single payment

Recurring payment


Please note that 2 more options will be available in this dropdown if you will choose "Tranzila" in the third wizard step (and then come back to this dropdown):
- Installment payment - this will allow you to divide your total payment into equal monthly payments.
- Get Token - this will allow you to give the token, so it may be used in external payment options.


6-

All the radio buttons, lists and checkboxes will now appear in this grid, along with their items.
Turn on the elements you would like to treat as products. and give each item a price.


7- Choose the payment provider: PayPal, Stripe, Authorized.net, USAePAY, iDEAL, Tranzila, iCredit, mollie, BlueSnap, YaadPay or StepOrange.
Once you choose a payment provider you will need to enter a few parameters.


Following is a list of our Payment integrations and their parameters:

8-

PayPal:
When choosing paypal you will need to fill in the following parameters: -
- The seller's paypal id or email.
- Enable redirect after finish.
- Enable redirect after cancel. -
- special instructions to the buyer - once the buyer decides to purchase the product he will be redirected to paypal for actual payment. Your instructions will be presented to him there. 
- PayPal variables. This option will allow you to use the data that was entered in the form to automatically fill fields in Paypal.



Stripe:
When choosing Stripe you will need to fill in the following parameters:
- Private Key.
- Description.
- Type of payment: Credit, SEPA or iDeal.
 
Tranzila:
When choosing Tranzila you will need to fill in the following parameters:
- Supplier
- Password
- Tranzila variables. This option will allow you to use the data that was entered in the form to automatically fill fields in Tranzila.

Please note
: when you choose Tranzila  in this step, it will add 2 more options in the "Payment mode" dropdown (in first step).
This will allow you to choose:"Installment payment" or "Get token" - read more in bullet #5

 
iCredit:
When choosing iCredit you will need to fill in the following parameters:
- Token
- Enable redirect after finish - in which you can enter a URL where the customers will be redirected after checkout.
- Use sandbox
- Show summary modal
- Generate Invoice
if this checkbox is turned on you will be required to enter an email address, last name and first name.
 
Mollie:
When choosing Mollie you will need to fill in the following parameters:
- API Key
- Map Description-  Choose a field in your form from which the description will be taken
- Map customer - Choose a field in your form from which the customer will be taken
- Stripe Variables - enabling you to give PARAM names to form fields.
- Email Address - Choose a field in your form from which the email will be taken
- Name - Choose a field in your form from which the Name will be taken
- Payment type: CreditCard / SOFORT Banking / iDeal / Bancontact / KBC/CBC Payment Button / Belfius Direct Net / SEPA Direct Debit / Gift cards
 
BlueSnap:
When choosing Mollie you will need to fill in the following parameters:
- User Name
- Password
- Use Sandbox
- First Name- Choose field in form from which the name will be taken
- Last Name- Choose field in form from which the name will be taken
- Description- Choose field in form from which the description will be taken
   
YaadPay:
When choosing YaadPay you will need to fill in the following parameters:
- Masof
- PassP
- Return URL
- Set Variables
   
StepOrange:
When choosing YaadPay you will need to fill in the following parameters:
- Path
- Token
- Account Update
- Connect Update
- Primary Relation
- Source Connector
- Account Variables
- Contact Variables
- Allow Deduplication

 

9-

 

Saving payment confirmation in Salesforce

Once payment has been made you can save the response from the payment provider in Salesforce.

To do so, follow the following steps:

- In Salesforce add a custom field to hold the payment response against an object you'd like to use (eg. Contact). 

- Go to the form's "Salesforce integration" tab and click on "Set Notification" under "Push to Salesforce".

- Select the object you'd like to create or update. 

- In the "Map Fields" section select the custom field you've created in Salesforce and map it to "Submissions Header Payment Params".

- Enter the payment provider's property name you'd like to map. For example "status" for stripe will indicate (true or false) if the payment succeeded.

- You can also map the full JSON object, to do so simply select "Submissions Header Payment" option. This will be the full JSON object sent by the payment provider.

- Expand the "Payment integartion" section and tick the "Use for payment integration" box.

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