How to build a paid form

Before you can start building paid forms on the website you must have an addendum added to your contract. You will start that process by reaching out to your assigned Customer Success Manager with that request. If you don’t know who that person is, you can get their contact information from the Resource Center or you can contact our Support team here.

PrestoSports uses Stripe for processing all payments on our websites. You can connect a Stripe account to the website by reviewing the instructions on this page here, so you can work on that while our team is enabling the paid forms option on the website.

Once that option has been enabled and you have connected a Stripe account to the website, then you can start processing payments through forms on the website.

Instructions

Getting started

1. Sign into your site and click on the Website tab

2. Navigate to the section you want to add your paid form. You could create a section to house all of your paid forms or you could add it in a different area.

3. Click [add here] on the right under Options

4. Select "form: enhanced" from the content type drop down menu

5. "Continue"

6. Give your form a name and title

7. Click Continue at the bottom of the page to move onto the Settings page

Settings

The settings page is where you can setup the details of your form (who should receive notifications, syncing contact lists, etc.). This is also where you can setup some of the payment options.

1. To make this a paid form check "Yes" under "This is a payment form"

2. Choose the appropriate payee in the "Send revenue payments to" drop down. This is the Stripe account that will receive the payments when forms are submitted.

3. Base fee: Use this payment option if you want to charge a set amount to everyone who submits the form. This would be good to use for a form where everyone pays the same amount.

4. Convenience fee: If you set a convenience fee, people will see a note about this additional charge before submitting the form.
   

   Below are some additional features to note on the Settings page:

   Sync to list - This option gives you the ability to add a contact to your CONTACTS tab for every form submission. Choose an existing list or create a new list.
   
   Include captcha - This is a type of challenge-response test used to ensure that the response is generated by a human being.

   
   Confirm submission - Decide whether you want your users to confirm their form before submitting. 

   
   Automated e-mail response - Every person submitting the form will receive a standard email confirmation upon submission. Add text here to include your own custom message.

   
   Admin contact information - Information placed here will be included in the email confirmation sent to people submitting the form. This will allow your those submitters to easily find the appropriate contact related to the form.

   
   Notify email address - The email addresses placed here will receive an email notification every time a person submits the form. If you are adding multiple emails addresses to receive notifications you will need to separate each one with a comma. (ex. jsmith@college.edu,mjohnson@university.edu)

5. Click "Continue"

Add your questions

On this page you will be able to build the body of your form. Decide what contact info to collect, add questions and text, and drag them into the order you want.

Contact information - This area is required on all forms since the submissions are tracked by the email address that submitted them. Email address will always be a required field. Click "edit" in the contact information block to add other standard contact information questions such as name and address.

Add text - Use the "add text" button to add a text area within your form. This uses the text editor which can be used to add section titles, paragraph text, images, etc. within your form.

Add question - Click the "add question" button to insert your question. From the "type" drop down you can choose text, paragraph, tick boxes, multiple choice, or choose from a list.

Add fees to specific questions: This option allows you to set fees which are calculated based on the answers to the questions. This setup would be good to use for forms where you give people submitting the form an option to select different amounts to pay.

1. Click the "Edit" button next to the question you want to add payments to.
   NOTE: you can only add payments to tick boxes, multiple choice, or choose from a list.

2. Check the box next to the "Add an additional fee for submitting this question"

3. Once selected, you will see "Fee" fields appear next to the list of Options. Add the dollar amount for each option here. This amount should not include the dollar sign ($). These questions do have to be required if they have a fee amount higher than $0.

4. Click "Save changes"
   

Video instructions: