How to accept payments on your website

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.

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.

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.

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

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. A comment with information about your visitor's source, location, device, and browser will appear on their contact card.

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.

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.

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.

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 cannot delete it.

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

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

In the View section, select how to display the product.

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.

Add the post-checkout page

You can redirect users to a specific page after payment confirmation. Scroll down and select Additional form settings. Add the link to the page where users will be redirected after successful payments. You can also select a website page from the menu or add a chatbot link.

Read more: How to create a payment page and encourage ongoing purchases.

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.

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 the event will be sent to.

See the webhook structure and example in Payment webhooks.

Last Updated: 02.10.2024