Products in Form Builder

Written By Laudonia (Collaborator)

Updated at July 23rd, 2024

The Product element in the form builder not only facilitates easy payment integration but also ensures a smooth and professional transaction experience for both businesses and their customers. In this article, we will explore the key features and benefits of the Payment Element, providing you with a comprehensive guide on how to effectively utilize this feature to optimize your payment processes.

Key Features

  • Product Selection and Customization: Users can select products, include descriptions and images, and choose from various layout options to enhance the presentation.
  • Variant Selection: Users have the ability to select different variants available for specific products.
  • Inventory Management: The quantity of the product will be managed and respected according to the inventory system.
  • Tax Calculation: Automatic tax calculation is included when a product is purchased, ensuring accurate and compliant transactions.

How to Use

Follow these steps to integrate the payment element and utilize the order confirmation feature:

  1. Add the "Payment" Element: Navigate to the Integrations section and add the "Payment" element to your form.
  2. Add Products: Incorporate the products you wish to offer within your form. You can add up to 20 products to this feature. Additionally, select the information to be displayed by checking the box next to each corresponding option.

 

3. Set Up Order Confirmation:

  • Go to the Options section.

 

  • Under the "On Submit" actions, choose the option to display the order confirmation page upon successful payment.

Order confirmation support in forms aids in managing customer transactions and enhancing user experience. By seamlessly integrating this feature, you can ensure that customers receive immediate confirmation of their orders, complete with all relevant details.

About the Order Confirmation Feature

  1. Order Confirmation Support for Forms with Products: After a successful payment, an order confirmation page displaying the basic details of the customers will be shown.
  2. Automatic Theme Application: The theme of the order confirmation page will automatically match the form theme selected.
  3. Displayed Details: The order confirmation page will show the customer's name, email, phone number, address, country, product details, and the total amount paid.

Tracking Payments

Upon form submission, the submission details will include the payment amount, order ID, and payment status. By clicking on the Order ID, users can view comprehensive order details. Additionally, these details can be exported using the available export options.

✍️Notes✍️

  • Recurring products are currently not supported.
  • NMI and Authorize.net require the First Name field to be mandatory when including the payment element in the form.
  • The refund amount is not captured.
  • In calendars with custom form payment elements, the payment element will not be displayed.
  • Multiple payments with multiple native forms are not yet supported in funnels.
  • The undo/redo functionality is not supported for the payment element.
  • These forms can be easily added to the funnels and can be used as one-step order forms with unlimited customization.

Frequently Asked Questions

Q: How does the order confirmation page theme get selected? 

  • The order confirmation page automatically adopts the theme of the selected form, ensuring a consistent look and feel.

Q: Can I disable the order confirmation page if I do not need it? 

  • Yes, you can choose not to enable the order confirmation page under the "On Submit" actions in the Styles and Options section.

Q: What should I do if the order confirmation page does not display correctly? 

  • Ensure that the "Payment" element and products are correctly integrated into the form.

Troubleshooting Tips

Issue: Order confirmation page not displaying after payment.

  • Solution: Verify that the "Payment" element is correctly added and that products are properly integrated into the form.

Issue: Incorrect customer details on the order confirmation page.

  • Solution: Check the form fields to ensure accurate data collection. If the problem persists, review the form setup and customer input.

Issue: The order confirmation page does not match the form theme.

  • Solution: Reapply the desired theme to the form and ensure no conflicting settings are affecting the order confirmation page.