In this guide we will be focusing on how to integrate your forms with a standard Payment Processor and for more advanced users, we will go in depth and show you how your form can accept payments in different accounts, of the same Payment Processor (ex: Paypal).
Let’s say that you are an NGO (non-governmental organization) or NPO (nonprofit organization), and you are accepting donations from all over the country, so people can support and develop their local communities.
For starters, go ahead and create a new blank form. Start by adding all the fields that request the basic information you need from your donor. Fields like Name, Email, Phone Number and Address.
Once you added all your basic fields, add a Price field, and name it Amount or Donation Amount.
Make sure you make every field mandatory, you can do that by clicking on a field, and check the box that says “Required”.
We are now finished with the first part of our form, for the next part, go to Settings → Payments.
Once you are in the Payments section, on top, you should be able to see your Amount / Donation Amount field in the dropdown menu. If not, make sure it’s selected, and click on Add Value.
It should have added your field now, and you need to set it to a value of 1, so the amount the person will fill in that field, will be multiplied by 1. If the value is set to 0, or any other number, the amount they type in will be multiplied by that number.
Scroll down till you see Payment Processors and, in the dropdown next to Payment Gateway, you should already see Paypal there. Click on the button next to it that says “Add Payment” gateway.
In the new menu that appears, type in your Paypal email address, and check the box that says “Payment represents a donation” and set your Payment Gateway to enabled.
If you scroll down, you will see some additional features that are optional, such as being notified only after payment has been processed or email users after their payment has been processed with a Customized Message.
Hit Save Changes, and your form is now set and is now capable of accepting donations, just go to Publish and choose your prefered publishing method.
Now let’s imagine a more complicated scenario. Let’s say your organization has 3 offices in multiple locations.
If they are different payment processors, it becomes easy. All you need to do is repeat the same process where you added Paypal as a gateway. But what if all of your offices are using Paypal to accept donations, and each have a different account?
Creating 3 or 4 identical donation forms for each office might be inconvenient so instead, let’s edit this one and with the help of our Rules feature, let’s setup some conditions to make our lives easier.
Firstly, you are going to need a payment link from all 3 offices. Once you got all your links, on the form that you just created, go back to the Editor.
We are going to add a Single Choice field, with the question “Where would you like to donate?” and add the 3 offices.
Now, we will create Rules that will hide the donation amount field when a local office is selected, and also have them redirected to the appropriate donation link. Go to Rules, and make sure Field Rules is selected. Now go to Form Rules, and add a rule for each of the 3 locations.
That’s it! Anyone completing the form can now either donate directly to your main organization or to local offices with just a few clicks!
Below is the form we just created, check out how everything works!