Forms & Surveys | Split Payment Elements

Forms & Surveys | Split Payment Elements

Software Updates

June 4, 2024 ● 2 min read

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 a new or edit an existing one.

  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.

  3. Click on the added payment Element and you can also change the payment type from the right-hand panel.

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

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