How to create a payment page and encourage ongoing purchases
A seamless payment flow on your website can drive more sales even after checkout. Use payment pages to guide customers on their next steps and add a chatbot link for easy communication. This can be especially helpful for businesses that rely on repeat sales or subscriptions.
In this article, we will talk about how to create a payment page to collect and use client data.
Add the Payment widget
In the website builder, add the Payment widget. Select a product type in the widget editing panel, and add a payment method and amount.
Read more: How to accept payments on your website.
Configure data saving options
Data saving helps stay in touch with customers and increase repeat purchases. All data points users share are saved to CRM contacts and deals.
Go to payment form settings, add fields, and select a field type and variables to store data.
Every form field is mapped to a variable in CRM contact and deal fields. Collected form data will be saved to the CRM system as String-type values.
| System variables | Default variables in the CRM system.
These include the |
| Custom variables | Variables you can create in the CRM system and use in your payment form’s field settings, such as locations or other data.
To create a variable, go to CRM > Contacts > Settings > Fields and add a field. This field will be mapped to a variable you can use in your payment form. This way, you can transfer UTM tags into contact fields. |
Even if a client does not complete a payment, their shared data will be saved when they submit your form.
Add a payment page
If you select a SendPulse-powered course as a product, payment page settings will not be available. Users will be redirected to student accounts instead.
Go to Additional form settings, and in the Link to the page after the payment confirmed field, add a link to relevant content or your chatbot.
Link
You can add helpful or engaging content to your payment page to guide users down your sales pipeline or encourage repeat purchases. This can be a referral program, exclusive content, community, or discounts.
You can paste a link or select a page.
Chatbot
Alternatively, you can add a link to launch your SendPulse-powered chatbot. To do this, add your chatbot flow link.
To copy your chatbot flow link, in the Chatbots section, go to your chatbot and click its flow. Under the flow name, click the three dots and select Link to launch the flow.
WhatsApp does not support variable transfer, so WhatsApp chatbots can only facilitate subscriptions.
If your client completes a payment, they will be redirected to a messaging app window to subscribe to your chatbot. Once they do, the chatbot flow you linked in payment settings will run.
Use collected data
With SendPulse, you can use data collected using your website payment forms to automate marketing campaigns. Let’s go over some examples of how you can do this.
| CRM | Collected information is stored in contacts and deals. If a user abandons their purchase, your team member can follow up to offer assistance or answer any questions. |
| Chatbots |
If you add a chatbot link to your payment page, users’ data will be saved to your chatbot’s audience once they subscribe to it. You will be able to send automated flows to stay in touch with customers. To give you an idea, you can add a link to your eLearning chatbot. |
| Automation | Automate data processing using emails and other campaigns triggered by new CRM or mailing list contacts. |
| Send email campaigns to your contacts using multiple templates. |
Purchases are a milestone of your sales pipeline, but they're not its final stage. It is essential to keep customers engaged and encourage future sales as well.
Last Updated: 21.03.2025
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