The Product element in the form builder not only facilitates easy payment integration but also ensures a smooth and professional transaction experience for both businesses and their customers. In this article, we will explore the key features and benefits of the Payment Element, providing you with a comprehensive guide on how to effectively utilise this feature to optimise your payment processes.
Product Selection and Customisation: Select products, include descriptions and images, and choose from various layout options to enhance the presentation.
Variant Selection: Select different variants available for specific products.
Inventory Management: The quantity of the product will be managed and respected according to the inventory system.
Tax Calculation: Automatic tax calculation is included when a product is purchased, ensuring accurate and compliant transactions.
Follow these steps to integrate the payment element and utilise the order confirmation feature:
Navigate to the Form Builder in your account, then add a Payment element to your form.
Click the option to add a product to incorporate the products you wish to offer within your form. Additionally, select the information to be displayed by checking the box next to each corresponding option.
Note: You can add up to 20 products to this feature.
Head to the Options section to choose what happens when the form is submitted.
From the "On Submit" dropdown, choose the option to display the order confirmation page upon successful payment.
Order confirmation support in forms aids in managing customer transactions and enhancing user experience. By seamlessly integrating this feature, you can ensure that customers receive immediate confirmation of their orders, complete with all relevant details.
Order Confirmation Support for Forms with Products: After a successful payment, an order confirmation page displaying the basic details of the customers will be shown.
Automatic Theme Application: The theme of the order confirmation page will automatically match the form theme selected.
Displayed Details: The order confirmation page will show the customer's name, email, phone number, address, country, product details, and the total amount paid.
Upon form submission, the submission details will include the payment amount, order ID, and payment status. By clicking on the Order ID, users can view comprehensive order details. Additionally, these details can be exported using the available export options.
NotesRecurring products are currently not supported.
NMI and Authorize.net require the First Name field to be mandatory when including the payment element in the form.
The refund amount is not captured.
In calendars with custom form payment elements, the payment element will not be displayed.
Multiple payments with multiple native forms are not yet supported in funnels.
The undo/redo functionality is not supported for the payment element.
These forms can be easily added to funnels and can be used as one-step order forms with unlimited customisation.
Q: How does the order confirmation page theme get selected?
The order confirmation page automatically adopts the theme of the selected form, ensuring a consistent look and feel.
Q: Can I disable the order confirmation page if I do not need it?
Yes, you can choose not to enable the order confirmation page under the "On Submit" actions in the Styles and Options section.
Q: What should I do if the order confirmation page does not display correctly?
Ensure that the "Payment" element and products are correctly integrated into the form.
Incorrect customer details on the order confirmation page.
Check the form fields to ensure accurate data collection. If the problem persists, review the form setup and customer input.
The order confirmation page does not match the form theme.
Reapply the desired theme to the form and ensure no conflicting settings are affecting the order confirmation page.
