Connecting a Form to Your Payment Processor

Once you’ve built a form that should charge visitors a payment when they complete it, you’ll need to go through the process of connecting that form to your payment processor. If you don’t, visitors will complete the form, but will never be charged any money.

Helpful Terminology

Before we point you to the steps for your payment processor, it’s helpful to define a few terms that will come up throughout this process.

• The payment processor is the service you use to charge people money online. This provider manages transactions and ensures that the funds end up in your account. The most common providers are Stripe, Authorize.Net and PayPal.
• A feed on a form refers to that form’s connection with a third-party provider. For example, you might set up a feed to charge a visitor through PayPal for the amount they offered to donate. This feed is typically processed each time a visitor submits your form.
• Conditional logic is used to determine the criteria in which a form’s feed is processed. For example, you may have two feeds on a donation form: one that processes a single donation and another that processes a recurring monthly donation. For the feed processing recurring payments, you would set up conditional logic to only process the feed when the donor selects the option to make a monthly gift.
• The “Product” field type used in your form determines what the visitor is paying for and how much a visitor should be charged when they submit. A Product field can have a fixed price, such as for a t-shirt, or it can be a variable price that the visitor sets, such as a donation amount.
• The “Sales” tab provides a convenient way to view specific results and will only appear for forms that accept payments, making tracking and managing payments easier.

Form Feed Creation Steps for Each Payment Processor

The steps to create a form feed for your payment processor are unique based on the service you use. Below we’ve linked steps to help guide you through the process for each.

• Stripe
• PayPal
• Authorize.Net

Unable to Create a Feed for Your Payment Processor?

If you’re already processing payments on your site through a donation form or elsewhere, you should be able to create feeds for new forms.

However, if you’ve changed payment processors or did not originally set one up, please reach out to us through the Request Help form in your website’s Dashboard. We’ll help you get your payment processor connected to your site so you can create a feed for your form.