Setting up your Paypal Enabled Forms
Premium Plus Paypal Members have the ability to add Paypal Payments to your online forms. This example will teach you how to add a Paypal Payment to your Family Registration form, but this can be applied to any pre-built forms or to your own custom created forms.
If you have not set up your Paypal Settings for your Digital PTO account, please do that FIRST. Here is the First Time Paypal Settings Tutorial.
Step 1: Select a Form to add Payments to
Payment options are located within each of the individual forms settings. This allows you to have different rules for different forms, etc. Head to the form you want to add payments to. We are using the Family Registration form in this example.
Step 2: Add some Pricing Fields
Before you can add payments to your form, you will need to have something to buy. Let’s add some pricing fields to your form. To the right of your form, you will see the option to add PRICING FIELDS. If this menu isn’t opened, click the down arrow to expand it. We are going to add a PRODUCT in this example. Even though we are selecting a PRODUCT, this can be anything from a t-shirt to a PTA Membership, it does not have to be a physical product. Click PRODUCT and a product field will be added to the bottom of your form.
Step 3: Open Product Options
Scroll to the very bottom of your form and you will see your newly added Product Field (Product Name). Click on the field to open up the options available.
Step 4: Populate Field Label (Product Name)
Enter the name of the product or service in the FIELD LABEL field. For our example, we are entering “PTO Membership Options” and we will be giving three different membership levels to pick from.
Step 5: Select the Field Type
There are a variety of ways to present your product & services selections, but we typically suggest either a drop down menu or a radio button menu. In this example, we are going to use a Drop Down Menu, so we will select DROP DOWN MENU from the options. You can also leave the setting as a SINGLE PRODUCT if you do not wish to offer any options.
Step 6: Define your Drop Down Options & Pricing
You will notice when you select Drop Down Menu that your options will change. Three options are presented by default but you can always add more by clicking the plus sign, or remove some by clicking the minus signs.
We are going to offer three levels. Free (non-member), Basic Member and Gold Member. We will be charging for the Basic and Gold, and the free option will not have a fee associated with it. The Free Option can be a good thing to offer if you want families to register with your group regardless of whether they join the PTA / PTO.
Step 7: Enter an optional Description
If you would like to provide more information to your members about their options, you can enter more details in the DESCRIPTION field. This is a good place to remind families why joining your Parent Group is important.
Step 8: Update your Form
When you have finished adding your product options, be sure to click the UPDATE FORM button. Please note you can add additional products if you would like. Those are not covered in this tutorial.
Step 9: Go to FORM SETTINGS > PAYPAL
Once you have saved your form, hover over the FORM SETTINGS menu and select the PAYPAL option.
Step 10: Configure Feed (if needed)
If you do not have any feeds yet, you can click the CREATE ONE link or the ADD NEW button above.
Step 11: Name your feed
Name your feed so you’ll know what it is in the suture. We suggest naming it the same as the form name.
Step 12: Enter your Paypal Email Address
The next step is to enter your groups Paypal email address. Note that this address can be different on different forms.
Step 13: Select Production Mode
Unless you know exactly what you are doing, keep the MODE set to PRODUCTION.
Step 14: Select your Transaction Type
There are three Different types of Transaction types available. This tutorial will cover both Products & Services and Donations. Subscriptions & Recurring Payments are covered in a different tutorial. Select which type of transaction you wish to specify. In our example, we are using the standard PRODUCTS & SERVICES.
Step 15: Select Payment Amount
More than likely you will want to use the FORM TOTAL for the Payment Amount, but that can be adjusted here.
Step 16: Match the Paypal Fields to your Form Fields
Now you want to match your Paypal fields to your form Fields. Any fields you have already asked your user to populate will be pre-populated when the paypal page opens, so this will save your visitors time.
Step 17: Customize your Continue/Return Button
Once your users have completed payment they are presented with a button to return to your website. If you would like to you can enter your own custom button text here. This is optional.
Step 18: Specify your Options
You can select a few additional options at the end of the form based on your needs. Our example form is for a PTO membership, so we do not need a shipping address or notes with our payment so we will check both of those boxes.
Step 19: Notification Settings
You can also set your form so that you only receive an email about a form submission after it has been paid for. This is the recommended setting.
Step 20: Enable Paypal Conditions (if needed)
Our specific membership form includes the option to not pay, so we are going to enable Paypal Conditions so that non-paying members are not sent to Paypal for payment. First we will click the ENABLE button and then we are going to set the condition to SEND TO PAYPAL IF “PTO Membership Options” IS NOT “I don’t want to join”. This will make the form skip paypal if that option is selected.
Step 21: SAVE your work!
When you are finished setting everything up, be sure to click SAVE to save your work.
Step 22: Preview your Live Form
When everything is saved and completed, be sure to go to your live form and test it out. Select a membership level and ensure that you are taken to Paypal to make payment. If you added a non-member option, test that as well to ensure that you are not taken to Paypal. Congrats! You’ve set up your Family Registration Form completely!