How to Use Payment Fields in Forms
Objective: This article explains how to use different types of payment fields in forms to collect payments or gifts. By following these steps, you can choose the best payment field for your individual form goals and customize them to match your needs.
💡 Why Use Payment Fields?
Payment fields are intended to be used to collect any sort of payment or gift. There are different types of payment fields; some set a fixed price while others allow the form completer to decide on the amount. Let's look at which payment field is best for your individual form goals.
Steps to Locate Form Fields
- Navigate to Form Fields:
- Log in to your manager dashboard.
- Click on the Forms tab in the menu on the left.
- Select from your list of created forms. Your Form Editor page will appear.
- View all Form Field options in the menu on the right side of your screen.
- Locate the Payment Fields field family.
Types of Payment Fields
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Base Amount:
- Automatically adds a set cost at the bottom of the form; ideal for forms with a minimum cost for submission.
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User Amount:
- Allows the person filling out the form to input the amount they would like to pay; ideal for open-ended donation forms.
-
Item Checkboxes:
- Present purchase choices + dollar amounts, allows multiple selections that will be added together for a total; ideal for purchasing multiple "add on" items.
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Item Radio Buttons:
- Present purchase choices + dollar amounts, forces only one selection; ideal for purchasing one item out of a selection.
-
Item Dropdown:
- Presents purchase choices + dollar amounts in a dropdown menu; ideal for showing similar items at a variety of prices.
-
Fund Dropdown:
- Allows the user to choose from the funds that the form is tied to; ideal for church giving page.
-
Amount Buttons:
- Present purchase options + dollar amounts on different buttons; ideal for suggested amounts, partnerships, or sponsorships.
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Calculated Amount:
- Calculates total items, price per item, and max items per person; ideal for forms offering a limited resource.
Adding a Fund Goal Progress Bar
A great way to keep givers engaged and excited is by giving them a visual representation of how much money you're needing to raise. After setting a Fund Goal (in Fund Management), you can make that Goal Progress visible on your forms.
Select the Appropriate Fund:
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- In any Payment Field's Properties (configure wheel), select the appropriate Fund.
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Check the box to "Display fund goal on form".
Options for All Field Types
Once you've decided on the appropriate fields to collect your data, you can begin to click the fields to add them in the order you need, or drag and drop them to the correct spot. As soon as you click and release a field, the Field Property box will appear. You'll notice three tabs at the top of most Field Property boxes:
- General Info:
- Customize the name, placeholder (example answer), help text (fine print or instructions).
- Validation:
- Make a field required or optional.
- Conditions:
-
Set conditions for when the field appears on the form.
Email Placeholders
Almost all fields translate to a placeholder in your Form Email Notifications, pulling responses right into those emails. For example, using the placeholder for a payment field within an email notification would create a receipt or proof of purchase for the email recipient. Placeholders will be automatically created and accessible in Form Properties.
Have Questions or Need Help?
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