Formstack for Salesforce offers the ability to collect payments directly in your forms for a number of different scenarios:
- Donation forms
- Event registration
- Online orders
- Membership dues/fees
- Recurring payment signup
Whatever your use case, you can easily collect payments with Formstack for Salesforce! In this article, we will review:
- Setting up Paypal, Stripe, Authorize.net or iATS
- Reviewing Payment Settings
- Creating an Amount
- Saving Transaction Results to Salesforce
- Sending Transaction Results to your Payment Processor
- Payment Notification Emails
Adding a Payment Field
Under the General Fields Section, choose Payment. Drag the field on your form.
Selecting Your Payment Provider
Upon adding your field to your form, choose your Payment Provider. Formstack for Salesforce offers integrations with iATS, PayPal, Authorize.net, and Stripe.
Depending on your option, you'll have to enter the following:
You will need four pieces of information from your PayPal account to set up your payment field in your form: account name, username, password, and signature.
You can find these three pieces of information by logging into PayPal, then going to the 'Profile' link under the My Account tab at the top of the page. From there, click on My Selling Tools, then under API Access, click the Update link to the right.
From the API Access page, click View API Signature under Option 2. You should then be provided a username, password, and signature that you will need to connect to Formstack. Note that this username and password is different from your PayPal username and password
You will need your iATS username and password to connect your payment field with your iATS account.
You will need your Stripe publishable and secret keys to connect to your Stripe account. You can find these by logging into your Stripe account, going into Account Settings, then clicking the API Keys tab.
You will need your Authorize.net login ID and transaction key to connect to your Authorize.net account. You can find these by logging into your account, going to the Account tab, then clicking the API Login ID and Transaction Key option.
Selecting an Account
The first step in setting up a payment field is to select the payment provider account to use. You can either choose to add a new account or select from existing ones that have been set up previously. Choose whether you are using a live Payment account or a test Payment account, depending on your provider.
Next, you will want to set up the details on how you would like to accept payments. You can choose to:
- Make Payment Required
- Set a Currency
- Display the Amount Charged on the form
- Choose which Credit Cards you will accept
- Decide between Single and Recurring Payments
Here, you can define the amounts to be charged to the user for the subtotal, shipping and taxes for your form. You can define a static value to be charged, or base the amount on a field in your form. You can also define a formula to dynamically calculate the amount to charge or use if statements in Payment Fields.
Note that taxes are not available with iATS payments, and shipping is only available for PayPal Pro and Authorize.Net payments.
You can also choose to store the payment transaction ID or recurring payment profile ID back into Salesforce, into any field in the form. This is a very powerful feature and we highly recommend that you use this- it will help track the completed transaction within Salesforce to make reconciliation of payment an easy task.
Next, you can decide what information gets passed to the payment processor in the Field Mapping tab. There are some required fields here donated with an asterisk (*), such as first name, last name, and email, but you may want to include additional fields, such as billing address info. For each of the fields, you'll simply need to decide which of the form fields has that information to pass to the provider.
The last step is to set up email notifications. You can have emails sent to the user themselves after a successful payment and/or set up success and failure emails to members of your organization as well. You can also choose any saved email templates when putting together these messages to save time building those out.
The following three types of notifications are available:
- Success: This email is sent to one or more members of your team upon successful completion of payment.
- Failure: This email is sent to one or more members of your team when a failure occurs during payment submission. This will normally happen when either your payment field is configured incorrectly or there is an issue with your payment provider account. Failure emails will also include details of the failure underneath the provided message body. For PayPal Pro accounts, see PayPal Error Codes for details on the error codes provided by PayPal.
- Confirmation: This email is sent to the form submitter confirming their payment. For this email, you can additionally define the from name and email address of the email to be sent to the user.
Once completed, your submitters will be able to quickly and easily fill out the form with their information and submit to process that payment and also send all of the information for that transaction into your Salesforce account.
After submission, below is what you'll see within your Salesforce record that was created by the submission.