Forms Surveys Split Payment Elements

Forms & Surveys: Split Payment Elements

June 04, 20241 min read
split payment element in forms and surveys

A business wants to collect donations for a community event and also sell event merchandise through the same form. With this feature, they can set up a form that includes both a donation section and a product purchase section, making the process seamless for their customers.

Forms & Surveys | Split Payment Elements: This feature allows businesses to either sell products or collect arbitrary payments directly through their forms, streamlining the payment process.

⭐️ Why Does It Matter To Your Business?

  • Versatile Payment Options: Easily manage product sales or collect specific payment amounts.

  • Simplified Experience: Drag-and-drop functionality for quick and easy form setup.

  • Seamless Integration: Integrate product catalogs and custom payment fields into forms effortlessly.

⭐️ How To Use Forms & Surveys | Split Payment Elements:

  1. Access the “Sites” tab from the left navigation menu. Click on Forms/Surveys from the upper navigation menu and create new or edit existing one.

    A screenshot of a computerDescription automatically generated
  2. Click on “+” and then click on Quick Add and add the payment element "Sell/Collect Payment according to your requirements by drag and drop.

    A screenshot of a computerDescription automatically generated
  3. Click on the added payment Element and you can also change the payment type from the right hand panel.

    A screenshot of a computerDescription automatically generated

This feature within the CRM simplifies the payment process, providing flexible options for both selling products and collecting payments directly through forms.

Content Creator and Update Queen at Prestige Rep

Karrie Christen

Content Creator and Update Queen at Prestige Rep

Back to Blog

Flywheel Newsletter

1 business growth tip each Saturday AM.

Subscribe to our newsletter

A Scott Marketing Services, LLC. Product

2024