Posts Tagged ‘paypal form’

Offering Discounts with PayPal Integration & Discount Codes

FormSmarts allows you to offer three types of discounts to your customers on your PayPal forms: discounts for a fixed amount, percentage discounts and discount codes.

Fixed Amount Discount

  • Syntax: My Discount (-$5 USD)
  • Example form with a fixed amount discount
  • You may offer more than one discount, but not more than there are paid items selected.

Percentage Discount

  • Syntax: Discount Percentage (-25%)
  • Example form featuring a discount rate
  • You may only add one discount rate to a form
  • Percentage discounts are not supported on SuperCart forms
  • If you’re offering a fixed discount on the same form, both may not be selected at the same time

Discount Codes

Last but not least, FormSmarts supports discount codes. With discount codes, the buyer only get the discount if they enter a valid coupon code on the form.

Buyer enters the discount code to get the discount on PayPal checkout page

  • A discount code offers either a percentage discount or fixed amount discount
  • Try this example with the discount code FSCP-DEMO1
  • You may set up a discount code with a validity period by providing a start and end date (not supported with Starter accounts)

Early Bird Discounts

To offer an early bird discount on a registration form, create a discount code with a start and end date. The discount will only be applied if the form is submitted between those dates.

How to Offer Discount Codes on a Form

To create a discount code and associate it with a form:

  • Add a text box to the form selecting the data type Letters + Numbers
  • Create the discount code on FormSmarts with the API Console as documented and shown in this video.
  • Promo codes must start with FSCP- and may only contain alphanumeric characters and dash.

How to Have Users Pay Once for Multiple Registrations or Orders

A little known feature of FormSmarts’ Advanced PayPal Integration is SuperCart. This feature allows a user to submit multiple online forms that include a payment and pay once for the total amount at the end, thereby providing the buyer with a better ‘shopping’ experience and reducing the seller’s PayPal fees. Let’s review two typical uses of SuperCart.

Note: This article discusses an early version of SuperCart. Although it content has been updated and is still relevant, please also read our introduction to the SuperCart Shopping Cart.

Online Registration Form Allowing Several Registrants

Use Case 1: Event Registration Form

The first typical use for SuperCart is to create an online form to register attendees for an event. For illustration purposes, I’ve made a registration form for a conference. We want each attendee to be able to choose a different registration package, pick the seminars they would like to attend and optionally add an accommodation package. With SuperCart, a user can register multiple delegates by submitting the registration form for each one, then pay for all of them at once. In the illustration above, we submit the form once to register Pat selecting the standard registration option, then again for Jim, opting this time for a premium registration and adding accommodation. We then proceed to PayPal to pay for both registrations. This short video shows how this works in practice.

Use Case 2: Order Form

Another common use of this feature is to create an order form allowing a buyer to purchase several products or services while being able to customize options for each one. I’ve built an order form demo to allow customers to configure and order goods (greetings cards in this example). Each product can be customized based on the options selected on the order form. With SuperCart, the buyer will be able to order as many products as they like by submitting an order form for each one, then pay for all of them at once.

How to Create a SuperCart Form

While understanding the concepts behind SuperCart may not appear straightforward, building a SuperCart form is easy:

  1. Set the Return URL of the form to the URL of the page the form is embedded into. If you’re using the standalone form, enter the FormSmarts.com URL given by the form builder instead.
  2. In the Form Details screen, set the On Submission option to Integrate with PayPal using SuperCart.

If you haven’t already done so, remember to set up your PayPal account for Advanced PayPal Integration.

When You Should and Shouldn’t Use SuperCart

Set up your PayPal forms with SuperCart whenever you would like to allow a buyer to pay once for multiple form submissions and providing a single form would affect the form’s usability because each registration/order has too many options or you expect someone will submit more two or three registrations/orders. If it’s unlikely buyers will submit more than one form you should use a regular payment with Advanced PayPal Integration instead.

PayPal Integration in Two Steps

FormSmarts PayPal integration is as easy to use as our popular PayPal form feature, but it provides several additional benefits, mainly:

  • FormSmarts only notifies you of a new registration (or more generally, payment form submission) after the payment is confirmed and verified (no need for manual verification)
  • Your customer receives an automated email receipt with a copy of the data submitted and a payment confirmation. For registration forms, this can work as an e-ticket.
  • PayPal Integration works seamlessly with other FormSmarts features (export to Excel, PDF reports, API).

What Are the Benefits of PayPal Integration?

FormSmarts’ old PayPal integration was easy to use and set up as it required no change to your PayPal account. A downside to this was that FormSmarts had no way to know if the payment went through or not, and you — the seller — had to manually reconcile payments and the corresponding form responses using the FormSmarts Reference Number. That was usually not an issue for small sales volumes, but could quickly become so as sales increased. We’ve now fully automated payment processing and integrated it with the form processing platform. Here are the benefits:

  • No need to manually reconcile form responses with payment notifications from PayPal
  • The seller is only notified of a registration/order when the payment has gone through
  • The transaction won’t appear in Excel exports until the buyer has paid
  • FormSmarts verifies that the payment details match data submitted on the form (e.g. amounts, quantities)
  • Excel exports combine data submitted through the form and details of the corresponding payments.
  • FormSmarts sends a confirmation email to the buyer with both the order details and a payment confirmation. If you have verified your website and uploaded a logo, your site URL and logo will appear in the email.
  • Payment processing is fully automated and if you’re using online/PDF reporting or export to Excel, your registration forms are on autopilot.
  • You can further automate processing or integrate FormSmarts with your website or another web service using the FormSmarts API.

Setting Up PayPal Integration

This video shows how to configure your form and set up your PayPal account for PayPal Integration. Note: the video no longer reflects the current version of the PayPal site, please use the direct link to the IPN Settings screen below.

Add Fees to the Form & Set It Up to Integrate with PayPal

To set up PayPal integration, first create a payment form with prices formatted as shown in the PayPal integration page of the site. Then visit the Forms tab of the form builder and select Integrate with PayPal in the Submit Actions tab of the Form Details screen, as illustrated below.

Select Advanced PayPal Integration in the Form Builder

Add Your FormSmarts Notification URL to PayPal

It’s now time to log in to your PayPal account to add your Notification URL. PayPal will use this URL to communicate with FormSmarts. You’ll find your notification URL in the Security Settings section of your FormSmarts account. The URL contains your private security key, so don’t share it with anyone.

Use this link to access the Instant Payment Notification (IPN) page of your PayPal account, then tap Edit Settings and paste your Notification URL in the box as shown on the screenshot below. Make sure Receive IPN messages is enabled before saving.

Turn On PayPal IPN Notification

You can alternatively navigate to the IPN Settings screen from the homepage of your PayPal account.

Payment integration will not work until you have added your FormSmarts Notification URL to your PayPal account.

Did You Link Multiple Emails to PayPal?

If you’ve associated more than one email address to your PayPal account, the email you’ve selected as your Primary PayPal email must be the same as your FormSmarts login email.

You can either change your FormSmarts login or update your Primary PayPal email so both email addresses are the same.

FormSmarts will reject payments associated with an email address other than your FormSmarts login email for security reasons.

If PayPal shows an error on the checkout page when testing your first form, you may need to update your PayPal account settings.

How to Build a PayPal Subscription Form

Many websites allow visitors to access online content and services for a monthly subscription fee. Creating a subscription form is somewhat different from creating a regular payment form, because it involves setting up a recurring payment, so that the buyer is automatically billed a fixed amount of money at a fixed interval until the subscription is canceled. The online form builder’s payment integration feature now supports PayPal Subscriptions.

PayPal Subscription Form

Creating a Subscription Form

Creating a subscription form is quick and easy:

  1. If you haven’t got a FormSmarts account yet, sign up for a FormSmarts Business account, then create a form with the form generator
  2. In the Form Details screen of the form generator, set the On Submission option to Integrate with PayPal
  3. Add radio buttons, a drop-down list or a checkbox, and enter the description, price and duration of subscription options formatted as My Subscription ($19.99 USD/month), as shown on the screenshot above and in this demo.

Duration of a Subscription

The time before another payment is due can be specified in days, weeks, months, or years. The form builder understands the following formatting variations:

  • Monthly Subscription ($9.99 USD/Month)
  • 30-Day Subscription ($9.99 USD/30 days)

Trial Subscription

Like in the example presented in the first section, you may specify a trial period for the subscription. This is typically used to give a free trial subscription to the buyer before he is charged for the first billing cycle. The buyer will not have to pay anything if he cancels the subscription before the end of the trial period.

  • The trial period doesn’t need to be free
  • You may specify up to two trial periods
  • Any trial periods must be placed on the form after the main subscription specification.

Payment in Installments

A payment in installments is a recurring payment where the number of payments is fixed.

FormSmarts supports installments with the following syntax:

  • Payment in 12 Installments (12x$9.99 USD/month)
  • Try this demo

Any Feedback?

As always, your feedback is important to us and is our primary source of inspiration for developing new features. You can also post your questions and comments on Facebook and Twitter (@FormSmarts).

Detailed Form Confirmation Page (Summary Page)

FormSmarts supports a number of options to complement the default confirmation page that is displayed when someone submits a form.

You can:

Detailed Form Confirmation Page

The detailed confirmation page, also called Summary Page, shows a summary of the data submitted and allows form users to:

  • Have a confirmation email sent to them
  • Download a PDF receipt
  • Print a copy of the form data.

Feel free to try this demo.

The form generator allows users to get a PDF or receive an confirmation email

Use the summary page whenever you want users to be able to keep a copy of the information they’ve submitted or a proof of their submission.

PDF receipts may not display correctly in non Western-European languages (Russian, Chinese,…) unless the language is set explicitly with the lang parameter.

Setup Instructions

Set up form confirmation email

Visit the Forms Tab of the form builder and click the icon showing a pen to edit the corresponding form. Towards the bottom of the Form Details screen (pictured above), change the On Submission action to ‘Show summary with print, email & PDF options’.

Web Form Builder Upgrade

This release of FormSmarts introduces over one hundred improvements, leading to our most powerful, reliable and generous offer yet.

Important Reminder

Please add FormSmarts sender email formsmarts-noreply@syronex.com to your contacts, whitelist, or list of allowed senders and instruct any other form recipients to do so too. This should ensure your web forms are (and continue to be) always correctly delivered to your Inbox.

Increased Input Fields Allowance

To allow all users to take advantage of the new Heading and Text Block widgets introduced with this release, we’ve increased the number of fields you can use on a form.

  • FormSmarts Standard users can add up to 15 fields on each form using their referral points.
  • FormSmarts Pro users can add up to 60 fields on each form.

Be a Good Web-Citizen

  • Report bugs. However intense our testing efforts before releasing a new version of the form builder, bugs may remain due to the number of different browsers and versions in use. Please report any suspected bugs on the forum or by email.
  • Show your support. Whether you are a Standard user getting the web form service for free or a FormSmarts Pro customer paying the price of a business lunch for a year of service, please show your support by pressing the “Like” button on our Facebook page and following us on Twitter.

Major Changes

If many of the changes are improvements to FormSmarts server-side software which are not directly visible to you, all affect the quality of the service we provide you.

  • Form data storage and Excel reporting are coming out of Beta, and you can now activate those for each form in the Form Details screen of your account.
  • We’ve improved several aspects of the form creator‘s interface.
  • We now support headings and text blocks on forms; details in another post.

Changes in Form Builder Payment Integration

The recent upgrade introduces some changes in FormSmarts Payment Integration (PayPal Form) feature.

  • Chargeable items may now be placed in check boxes. This should prove valuable in situations where you’re building a form with one or several optional, individually priced items.
  • Payment button instead of link. We’ve replaced the payment link on the confirmation page by a more outstanding button.
  • Form ID now shown in PayPal report. Up to now, when you needed to reconcile a payment with the corresponding form submission, you could only rely on the FormSmarts Reference Number. This is the unique ID shown in the subject of emails containing form data and in Form to Excel reports. The same ID appears in the payment details in your Paypal account, and also in the CSV report you can generate. We’ve now added the Form ID (see screenshot) to the information available on PayPal, so you may quickly identify which form each payment is for.

PayPal form payment details

We warmly welcome your feedback.

How to Build a PayPal Form

FormSmarts PayPal Integration is your best option when you need to collect data and get a payment on a form. It makes it very easy to include a PayPal payment in your forms, while giving you the power, flexibility and ease of use of a full-featured online form builder.

For example, you can easily build:

Tip: The demos above are hosted on FormSmarts, but you can also embed a form on your own website with the code snippet given by the form builder.

Do you need help making a PayPal form?
Ask a PayPal Integration Specialist Now

Collecting a Payment on a Form

To request a payment on a form:

  1. Sign up for a FormSmarts Business account and create a form with the form builder
  2. In the Form Details screen, set the On Submission option to Integrate with PayPal
  3. Add radio buttons, a drop-down list or a checkbox, and enter the description and price of products formatted as My Product Description ($30 USD), as shown on the screenshot below.

Web Form Then PayPal: Booking Form, Registration Form,...

That’s all you need to do. We’ll pick up the products and quantities that were selected, and we’ll redirect the user to a pre-filled page on Paypal for payment. Payments will be sent to the PayPal account matching your FormSmarts login. You can change your login if needed.

Billing Multiple Items on a Form

You can as easily charge for several items within a single form submission by adding other drop-down lists or radio buttons formatted as just described.

Adding a Product Quantity Box

Paypal Forms

If you’re building an order form, you will need to allow the user to enter the quantity or number of products they want to buy.

This can be done as follows:

  1. Position the quantity field immediately after the one listing products for sale
  2. Set the field type to Positive Integer.

You can also allow the buyer to select a quantity in a predefined list using radio buttons or a pull-down list, like on this demo.

Creating a Subscription Form with Recurring Payments

A membership or subscription involves a recurring payment at each billing cycle until the subscription is canceled. This article discusses how to create a subscription form. Recurring payments can also be used to allow the buyer to pay in installments. A payment by installments is a recurring payment where the number of payments is fixed. The syntax is Payment in 12 Installments (12x$9.99 USD/month). See this sample form.

Building a Donation Form

FormSmarts Payment Integration also supports PayPal Donations. To create a contribution form:

  • In the Form Details screen of the form builder, set the On Submission option to Integrate with PayPal
  • Add a field to your form with the field name formatted as My Donation ($ USD)
  • Set the field’s data type to Positive Number
  • Set the field’s widget to Text Box.

You may add multiple donation boxes to a form to allow contributions towards multiple projects or causes in a single donation like on this demo.

Offering a Discount

FormSmarts allows you to offer three types of discounts on your online payments forms: fixed amount discounts, discount percentage and discount codes. The two latter discount schemes only work with advanced integration.

Handling International Payments

To request a payment in a currency other than US dollars, simply change the currency code in the item’s description. For example, use (€60 EUR) to receive a payment in Euros, (£60 GBP) for a payment in Sterlings, and ($60 CAD) to request a payment in Canadian dollars. Note that the 3-letter currency code is required because a currency symbol may be used by more than one currency. For example, USD, CAD, and AUD will all use the dollar sign ($).

The text of the button inviting the user to proceed to payment is displayed in his preferred language, in any of the supported languages.

How Payment Integration Works

To ensure money is sent to the correct PayPal account, your primary PayPal email address must match your FormSmarts login. You can easily change your login. You may receive payments to multiple PayPal accounts with a compatible FormSmarts account.

To avoid users having to enter the same information twice if paying by credit card (on the form and on the payment screen), we will attempt to pass their first name, last name, email, postal address, and country to PayPal.

  • Make sure you name the First Name and Last Name fields exactly like this.
  • To allow FormSmarts to recognize an address and populate the billing address on PayPal (Advanced Integration only), name the relevant fields like on this form or this one.

Redirecting Users to Your Site After Payment

To redirect users to you website after they have completed payment on PayPal, visit the Form Details screen of the form builder and set the Return URL of the form to your site’s URL.

We welcome your feedback about payment integration.

About the Form Builder Blog

The Online Form Builder Blog is published by FormSmarts, a web form service providing all you need to create a form and publish it online in minutes. FormSmarts makes it easy to build a form and embed it on your site. You can then get form submissions by email or store them on FormSmarts and download an Excel report. Learn more about the many other benefits of FormSmarts.