How to Accept Payments on Your Website

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With the SendPulse landing page builder, you can add a payment button to your website to implement one-click payments for your products.

After clicking on the button, users will be redirected to a payment page, where they enter their card data and pay for the goods. The money will be transferred to the account of your payment system.

Place the "Payment" widget right after the product description in the desired part of the template.

Select a Product Type

In the right panel, select a product type.

New product To receive payments for your product, enter the name that will appear on your payment method page and on the receipt.
Courses

To receive payments, select a course from the list.

You can receive payments only for paid courses.

Add a Payment Method

Select a payment system to receive payments.

Read more about how to connect different payment methods in the "Accept Payments" section.

Standard Payment Method

To select multiple payment methods, click Add a payment method, and then click the pencil icon to set your price and currency.

If you added multiple merchants for the same payment method, select a merchant from the second list.

If you choose the LiqPay, monobank, or Fondy, payment method, you can set up data transfer for the RST.

Read more: How to Transfer RST Data to LiqPay and How to Transfer RST Data to Fondy.

Another Payment Method

You can select the Another payment method option if you prefer alternative payment methods.

Click Add a payment method, and select Another payment method from the drop-down menu. Assign a name to the payment method, and set your price.

If a customer selects their own payment method, their request will go directly to your CRM system, not the payment method.

You can also redirect users to a specific page after payment confirmation. Scroll down, and select Additional form settings. Enter the link to the page that should appear after payment confirmation. You can also select a page from the drop-down menu.

Add a Payment Amount

Select a payment type (indicated price or minimal price) and amount.

To choose or change the currency you accept, go to “Account settings” > “Accept payments,” and next to your payment method, go to merchant settings, and choose a currency.

A fixed-price payment will be considered successful if a user paid the full specified amount. A minimal-price payment will be considered successful if a user paid any amount that is equal to or higher than the minimum payment amount.

For example, you can use the “Minimal price” payment type for fundraising and donations.

Set up Integrations with Other Services

Add Deals to Your CRM

You can also enter the name of your deal, select the pipeline where your automatically created deals will be saved, and select the status of your deal based on its payment status. By default, your deal will be added to the first stage of your first pipeline.

You can also transfer UTM tags to your CRM contact cards if a visitor clicks a UTM link and makes a payment on your website.

Read more: How to Transfer UTM Tags from Website Subscription and Payment Forms to CRM.

Also, you can create campaigns based on payment status. To do this, in CRM, allow to create deals after payments, and in A360, select the ”Create deal” start trigger and the ”Payments” deal source.

Read more: How to Send a Message Triggered by a CRM Event.

Add Contacts to Email Service

You can add contacts who have filled out the paid form to your mailing list and send them payment notifications and other messages using Automation360. To do this, turn on the "Add to a mailing list" toggle, and select a mailing list.

Read more: How to Create an Automation That Starts When a Subscriber Is Added to a Mailing List.

Your mailing list includes contact data of users who have completed a payment successfully. Users who shared their personal data but did not make a payment will not be added to your mailing list.

Set up a Payment Form

Customize Your Form Fields

Add new form fields or customize your existing ones by clicking on the pencil icon.

Note that the "Email" field is a required field – you can not delete it.

Select the field type.

Entry field Is used to enter a user’s text that is up to 255 characters. You can also select the predefined fields like "Name," "Phone," "Address," "Date," and "URL."
Checkbox

Is used when there is a list of options from which a user can select any number: none, one, or several. If the checkbox is checked, the value "yes" is passed to the service variable. If unchecked, the value "no" is passed to the service variable.

You can add a link to your checkbox text, for example, your privacy policy or other materials.

To do this, find the word you want to link to, and select the hyperlink icon. In the modal window that appears, enter your link in the “Link” field. You can also enter a hint in the “Title” field and choose if the link should be opened on the current page or on a new page.

Radio buttons Are used to select one from several options. You need to select the value that will be passed to the variable in the service.
Dropdown list Is used to select an option from the list. Site visitors will see a list with options with values from the “Text” field. Values from the “Value” field will be added to your CRM system or mailing list fields.
Hidden field Is used to assign a value to each user who fills in the form. The field is not displayed on your site. Site visitors are assigned values you enter in the settings.

Enter the name of the field and a hint for the field in the placeholder.

Check if the field is required. If it is required, the user data will not be sent until they fill in all the required fields.

You can add a dynamic phone number mask in the "Phone" input field type. Your form will determine a user’s location based on their IP address and will add the corresponding country code. Users will be able to select another country code from the drop-down list.

Go to the field settings, and turn on the "Use dynamic mask" toggle.

Save Field Values to Variables

The data of those who have paid for your product will be transferred to the selected variables.

Select the variable in your email service you want to save the field value to.

Note that all field values are passed to a variable of the "String" type. The values of the "Email" and "Phone" fields are saved in the standard system variables of email and phone.

Select which contact and deal fields in the CRM you want to save the field value to.

Customize the Appearance of Your Form

To edit your order form, click "Field styles."

You can hide field names and customize the appearance of your fields (borders and their color, text, background color, rounding, and size). 

On the left, you can see what your payment form will look like for a user who clicks Pay. Check the data you configured in the editing panel of the block: the name of your product and its price, and fields for entering customer contact data.

Configure Your Payment Button

Click on the pencil icon and go to your payment button edit menu. 

Enter your text and description to be displayed on the button. Select your button style: primary, secondary, or customizable and specify the size of the button.

Set Up Analytics

You can transfer your goals from your form to Google Analytics and Facebook Pixel events. Click Analytics settings.

Turn on the "Transfer the goal to Google Analytics" or "Transfer the goal to the Facebook pixel” toggle.

To complete your data transfer, add the Facebook pixel and Google Analytics code to your website settings.

Read more: How to Connect Google Analytics to Your Site and How to Connect Facebook Pixel to Your Site.

If you have turned on the "Transfer the goal to Google Analytics" toggle, enter your data in the "Category," "Action," and "Label" fields — these parameters will be transferred to Google Analytics in the "Events" section.

If you have turned on the "Transfer the goal to the Facebook pixel” toggle, the "Purchase" event with value and currency values will be generated automatically. You will be able to see it in "Events Manager” in your Facebook Business Account.

Copy your element ID

Every element has an ID that distinguishes it on the page. With it, you can add styles and scripts, show pop-ups, and track events for this element.

To copy an ID, click it. To edit an ID, click the pencil icon.

Read more: Block and widget ID.

Finish Widget Setup

Before you close the website builder, check if you filled in all the widget setting fields correctly.

If you have not filled in a field, it will be highlighted in red in the widget settings, and a warning sign will appear in the builder. A form with blank fields will not work.

How to View Payment History

You can also view and export your payment history as a CSV file in the “Account Settings” > “Accept Payments” tab. You will see payment details: username, product name, price, date of last status change, and payment status.

All payment statuses are given by the selected payment system. For more information, we recommend contacting the support of the payment system.

How to Send a Successful Payment Webhook

You can also send webhooks to your system notifying that the users have successfully paid for your products.

Go to "Account Settings" in the "API" tab. Under the “Successful payment webhooks” section, click Create Webhook.

Paste the URL you want to send the event to.

An example of the webhook structure you can receive:

{
  "timestamp": 1644590834,
  "version": "1.0",
  "event": "payment_order",
  "order": {
    "totalCost": 12,
    "status": 200,
    "customerName": "User",
    "service": 2,
    "paymentMethodType": 7,
    "variables": [
      {
        "valueType": 1,
        "name": "String",
        "value": "Hello World"
      },
      {
        "valueType": 2,
        "name": "Number",
        "value": "55684213"
      },
      {
        "valueType": 3,
        "name": "Date",
        "value": "2022-02-25"
      },
      {
        "valueType": 5,
        "name": "Phone",
        "value": "+38063456228"
      },
      {
        "valueType": 6,
        "name": "Email",
        "value": "user@sendpulse.com"
      },
      {
        "valueType": 7,
        "name": "Link",
        "value": "http://sendpulse.com"
      }
    ],
    "number": 1618,
    "currency": "BRL",
    "contactId": "7a505f4293dffcd7100f8f0004214892e4cf5618307908edf465042075d5c30",
    "updatedAt": "2022-02-11T14:47:14+00:00",
    "type": 2,
    "id": "a3704313-8c0b-0000-b195-c6b84242f0e2",
    "createdAt": "2022-02-11T14:47:13+00:00",
    "description": "Apple MercadoPago"
  }
}
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