Payment Integration

Introduction

Configuring payment settings for your form allows you to accept payments when a user successfully submits your form. The payments are processed through third party merchants (PayPal, Google Checkout and Authorize.net), but the information is directly integrated into your Wufoo account.

Getting Started

The Payment Settings for a form can be accessed from the Form Manager by clicking on the “Payment” button under the form’s name. The first step in setting up a payment enabled form is to specify which payment gateway you’re going to be submitting the form to . In order to do this you’ll have to supply some credientials, and you can also configure the currency and language for PayPal integration only.

• Credentials: Wufoo must collect information regarding your merchant account so the merchants can validate that the account we’re sending your customers is in fact yours. The different merchant accounts ask for different information, so please visit the documentation specific to your merchant if you have questions about the information required.

• Currency: Enter the currency you would like users to pay you in. This option is only available to PayPal and it will be reflected in the merchant checkout screen. Be sure to update any Wufoo price fields you have to reflect the proper currency as well.

• Language: This will change the language of the merchant checkout screen. This option is only available to PayPal and this setting defaults to the language of your form.

Adding to the Equation

Configuring the payment settings can be thought of as an equation. As you add a field from your form to the equation, the amount of money that can be received per form submission will change. The second step of the payment settings allows you to add fields to the equation, and to get a visual overview of what your users will have to pay you in order to submit the form.

Movie - Setting up a Payment Integrated Form

The first thing you will see is a drop down box listing available fields. There are four types of Wufoo fields that can be added to the equation: Price, Drop Down, Multiple Choice, and Checkboxes. We will cover how each varies in the pricing section. To add a field to the equation, select it from the drop down and click the “Add to Total” button. If your form does not have any of the four fields, or if all of your fields have been added to the equation already, the drop down will state that there are no more available fields.

Adding a field to the equation will causes three things to happen:

• Below the “Choose a Field” drop down, the field name will be added to the equation. The default price is set to 0.00, and can be configured in the third step.

• A new pane will be added to the third step, which allows you to configure specific price settings for that field.

• The field will be removed from the “Choose a Field” drop down because each field can only be added once. If you were to remove the field from the equation, it will be added back to the drop down.

Assign The Prices

Once a field is added to the equation, a price can be set for the field. There are four different types of prices.

The Base Price is a charge that you can set just for filling out the form. This defaults to 0, but if you would like to charge per submission, this is the option you would use. This is ideal for forms such as an event registration form, where every users is required to pay a minimum (base) fee to attend an event.

A Multiple Choice / Drop Down Price is one where the user can only select one option for the field. If the options were red, green, and blue, the user may only select one and a different price may be assigned to each option. The users selection determines what they will be charged. This works great where the user must make a choice, such as deciding between a “Standard Package ($10)” or a “Gold Package ($20).”

A Checkbox Price is one where the user can select multiple options for the field. An example use of this would be where the user can choose multiple add ons in the checkout process. The user may be presented with “Stickers ($2),” “Buttons ($3),” and “Magnets ($4).” They can choose any combination of the three.

A User Determined Price is based off of the Wufoo price field. This is simply a text input where the user decides how much they wish to pay you. If they enter $5, then they will be charged $5 upon checkout. The best use of this is for a donation form.

A price can be assigned by typing the desired value into the text box next to the option in the payment settings. The price that you type will also be reflected in the visual equation. Using the example in the screenshots, the equation will update to show “Buy a Wufoo T-Shirt! ($15-$19).” The price range shows how much you could get paid depending on the users selection.

To ensure that your payment settings are saved, you must click “Save Settings” in the top right. If you wish to discard changes you have made, click the “Cancel” button.

The User Experience

What will your users see when they reach your form, pay, and finish the process? First, they will fill out your form as they normally would. Once they press submit, they will be taken to the merchant checkout page. If they have JavaScript enabled, this process will be automatic. Otherwise, they will have to click a button that says “Proceed to Checkout.” They will then follow the steps that the merchant checkout provides. Upon finishing the payment, they will then be redirected to either the custom URL that you have set in the Form Properties, or to the default Wufoo confirmation page.

• Authorize.net Example

• Google Checkout Example

The Admin Experience

When a user successfully submits a payment enabled form, the data is fully integrated into Wufoo.

Movie - The Admin Experience

• If you have email notifications set up, you will receive an email notification as you normally would.

• The Payment Status, Confirmation Id, and Amount are stored in Wufoo.

• In the Entry Manager, payment data can be viewed on a per entry level.

• Using reports, payment data can be placed in the grid, graphed, and exported to Excel and CSV.

When I view an entry or report, why isn’t the payment status being correctly updated?

If your payment status is not being updated correctly then you probably do not have your merchant account configured properly to send the status updates to Wufoo. Please view our information on how to configure your Authoirze.net and Google Checkout accounts.

Can we receive an email when a payment is successfully made?

Wufoo can send you an email every time a form is submitted, but you will need to configure your merchant account to send you an email when a payment is made.

Can I add taxes or shipping costs?

We do not offer this functionality in Wufoo at this time.

Can I have the user specify quantity?

There is no method of adding quantity to a single item, but with a dropdown or radio field, you can specify different prices to different answers to specify quantity. For example:

Q: How many t-shirts would you like?

A1: 1 Tshirt - $5

A2: 2 Tshirts - $10

A3: 3 Tshirts - $15

Is there a way to make my users pay or only collect information from people who successfully pay?

Information is automatically collected by Wufoo when a form is submitted, so it will be in our database even if the user does not successfully pay. If you would like to view all paid users or all unpaid users, you can filter entries in the entry manager to only display specific submissions.

Why aren’t my users properly redirected after completing their PayPal transaction?

PayPal requires your website to accept a POST when they redirect a user to your website. Sometimes this can be done by simply making your page a .php or .asp page, but it could also require some configuration of your servers. We recommend looking at PayPal’s forums or doing a Google search for the error that you’ve received.

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