Form Builder

How to configure payment type and method

Senest redigeret:

The Form Builder contains Transactional Settings which are available in the right side columns. Use these settings to configure the payment type and method, along with which icons should be displayed in the form. It is possible to add both payment types: subscription and donation

Additional form fields

In addition to the transactional settings, the payment fields must be added to the form in case the member/donor should be able to make selections of payment type and method. Once the form has been finalised, only the fields regarding the configured payment type and method will be displayed in the form.

Label Input type Save as Relevant for
Amount Radio (please add values) Amount Payment/Subscription
Payment type Radio (please add values) Payment type Payment/Subscription
Payment method type Radio (please add values) Payment method type Payment/Subscription
Recurring frequency Radio (please add values) Recurring frequency Subscription
Recurring start date  Radio (please add values) Recurring start date  Subscription

Add single payment

TS-single_payment.png

1. Select payment as payment type

Begin with selecting Payment in Payment types.  

2. Select payment methods

Select the payment methods you would like to make available as selections in the form. Please feel free to contact our support team in case you are interested in having additional payments methods supported in OnlineFundraising.

3. Select icons to display for payment methods

Select payment method type icons which are to be displayed in the form.

4. Add extra fields to the form.

See overview of fields.

Add recurring payments

1. Select subscription as payment type

Start by selecting Subscription in Payment type.

transactional-form.png

2. Select payment methods

Select the payment methods you would like to make available as selections in the form. Please feel free to contact our support team in case you are interested in having additional payments methods supported in OnlineFundraising.

3. Select icons to display for payment methods

Select payment method type icons which are to be displayed in the form.

4. Configure recurring start date

Proceed to configure the recurring start date of the subscription. The payment method card allows for the option Immediately which means that the contact will be charged immediately after starting the subscription. Not all payments methods allow for this type of recurring start date.

The options are:

  • First day of next month
  • Immediately, and first day of next month
  • Immediately
  • Custom

4. Vælg frekvens på aftale

Select the recurring frequencies which should be available in the form.

  • Weekly
  • Monthly
  • Hexannually (every other month)
  • Quarterly
  • Triannually
  • Biannually
  • Annually

5. Add extra fields to the form.

See overview of fields.

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