Create a Payment Form

The Payment Form project type allows you to set up an order or donation form for purchasers to select various products and services and submit a payment! We've integrated with Stripe to bring you this commonly requested feature!

Stripe Integration Setup

1. Sign up for a new Stripe account at https://manage.stripe.com/register (or login to your existing Stripe account).

2. You'll receive activation instructions in your inbox but you can get started right away in Test mode.

3. On your Stripe Dashboard, go to Your Account > Account Settings.

4. Go to the API Keys tab and copy both the Test Secret Key and Test Publishable Key.

5. Login to SurveyGizmo and go to Account > Integrations.

6. Click on the Stripe icon and paste your Test and Live Secret and Publishable Keys. SurveyGizmo will use your test keys in survey preview and in test responses.

7. Click Save. You'll see a green check mark in the Status column confirming you've entered credentials.

Please note, this does not check to see if your credentials are valid. Be sure to double check there are no trailing spaces after your keys, this can cause the integration to fail.


Set Up a Payment Form

1. From the SurveyGizmo home page, select Payment Form from the Create Survey dropdown. You can also add a payment form to your survey or other project type from the Add New Action menu. Make sure that the payment form action is always on a page that follows the questions it evaluates.

2. Name your Payment Form and click Start Building.

3. The Payment Form will default to collecting payments in US Dollars. If you wish to change this to one of the following currencies go to the Advanced tab of your project and select it in the Project Currency dropdown menu.

Available Currencies

  • Dollar
  • Euro
  • Yen / Yuan
  • Pound
  • Peso
  • Rupee
  • Won
  • New Sheqel
  • Lira
  • Franc
  • Colón
  • Real

4. The Payment Form will automatically have a Payment action on the Thank You page. You can move this from the Thank You page but it should always follow your payment form fields.

5. Set up the payment form questions and options to determine what is being purchased and how much to charge. Within the question itself you can assign an amount that can be applied to the overall question if you wish. Most often though you'll want to set up different amounts for the different options in your question; this can be set up within the Payment Action on the Thank You page of the survey. Please read about the various Payment Collection Formats to learn how to set up your questions.

6. Once you have each of your products or items set up in your Payment Form, edit your Payment Action.

7. Edit your Payment Action Name (this will display to respondents).

8. If you would like, you can add Payment Summary Page Instructions and a Payment Description to display to your respondents. The description will appear in the payment box, as seen below:

9. You can also customize the Payment Button Text which will appear on the page of the survey where the payment form is located. Respondents will need to click this to launch the payment box.

10. Next, click the Bulk Edit Prices link to assign your amounts to your questions or options.

11. Test your Payment Form. See Testing your Payment Form.

12. Once you fully tested your payment from go to your Stripe account and toggle your account from Test to Live and distribute your form just like a survey! You can email a link, embed on your website or send it out to contacts via an email campaign!


Payment Collection Formats: Setting Up Your Questions

With the exception of table questions, all question types are available to have an amount assigned. For some question types you can assign an amount to the overall question as well as each answer option. Using either the List of Textboxes or the Continuous Sum questions you can collect a quantity for multiple products or items and a total charge will be computed. Using the Number question you can charge the amount the purchaser enters in the field.

Option Selection

Option selection allows your purchaser to select an option or options from a list. A question amount can be assigned to the overall question as well as each option.

This will add the option amounts to the overall question amount when displayed to the purchaser:


Compatible Question Types

Quantity Entry

Using either a Textbox List question or a Continuous Sum question you can collect quantities of a given item for purchase. This will multiply the quantity by the amount specified for reach product (row header).

Compatible Question Types

Variable Amount

The Number question type can be marked as Variable Amount field. To do so, edit your Number question and on the Options tab select the option to Charge the respondent the amount entered in this field. Purchasers will be charged the value entered in this field.

Compatible Question Types

Overall Question Amount

This option, available in the Answers tab of a question, as well as in the Payment Action, will increment the total due by the question amount if the question is answered. This field is available on all questions except tables.

Testing your Payment Form

1. If you added both test and live secret keys under Account > Integrations in SurveyGizmo you can easily record a test response by clicking Preview on the Build tab or by clicking New Test Response or Invite Others to Test on the Test tab.

2. Run through the form and test that purchasers are being charged as they should be. Make sure to test all possible combinations and scenarios!

3. Next, you'll want to test submitting a payment to Stripe. To do so, click Buy Now (or whatever you have changed your button to read). Supply an email address, then use one of the test card numbers provided by Stripe and any expiration date and CVC code you want to complete a test transaction. Test card numbers can be referenced by clicking the Test Mode button in the upper right corner or go to https://stripe.com/docs/testing.

4. If you would like to verify that a payment is being created in Stripe go to the Test tab and click the option to Invite Others to Test. Enter your email address in the Send Invite To field and click Send. Check your email and click the link to record a test response.

Once the response is processed you'll have a Payment ID available on the Data tab of the test response which you can then cross reference in Stripe.

4. Once you have fully tested your payment form, go to your Stripe account and toggle your account from Test to Live and distribute your form just like a survey! You can email a link, embed on your website or send it out to contacts via an email campaign!

Send Buyers a Receipt

At this time we do not have a built-in option for sending a receipt to buyers but you can take advantage of the Send Email Action to set up a receipt. Follow these steps to set this up!

First, you'll need to move your Payment Action to a page preceding the Thank You page.

Once you've moved your Payment Action, select the option to Send Confirmation Email to: Respondent under Post Survey Actions on the Thank You page. This will open a panel for setting up your Send Email Action.

Customize Recipient Email Address and Name

Under the Recipient Email Address field click the Survey Taker link to indicate the field in your survey where you collect the buyer's email address.

In the popup, select the field in your form where you collect the buyer's email address in the Email Address dropdown. You can also use the buyer's first name and last name if you collect it in the form.

Click Save in the popup when you are finished. This will place merge codes in the Recipient Email Address field and the Receipient Name field if you specfied fields for the buyer's first and last name. These merge codes will populate on the fly for each response with the buyer's info.

Customize Sender's Name and Email Address

Sender's Name will default to SurveyGizmo but you can customize this too. With regards to the email address, this can be customized but we discourage this for deliverability reasons; learn more.

Customize Email Subject and Message Body

Next, you'll customize your Email Subject to whatever you wish it to read.

For the Message Body delete the default text in the this field. Add the text of the receipt you wish to send. To include payment details, click the Insert Merge Code link in the bottom-right corner of the Message Body field. In the dropdown menu that appears look for your Payment Action, select it and click Insert.

Customize the Reply To Email Address and Name, and BCC

Customize the remainder of the Send Email Action fields including Reply To Email Address and Name, and BCC as you wish.

Click Save Action when you are finished. When sent, your email should look something like the below. Be sure to test to make sure everything is in order!

Tips

  • If you are using a Radio Button question, we recommend adding a "Reset" answer option that is set up with both the Not Applicable Special Setting and a $0 amount as radio buttons cannot be deselected. An answer option with the N/A Special Setting will allow purchasers to reset their selections.

  • For Number questions:
    • We DO NOT recommend changing the validation to Currency on the Validation tab. This is an issue with the Payment Form at the moment.
    • On the Layout tab for Number questions, enter a $ in the Left Label field.
    • If you'd like to collect partial dollar amounts, you can do so by deselecting the option to Force Whole Numbers.
    • Finally, change the Textbox Width to 10 characters or (unless you are collecting really large payments).

  • If you are using a Textbox List to collect quantity entries, you can opt to display the products/items to the left of the text fields on the Layout tab of the question by selecting the option Place labels on the right side of the input.
  • When collecting quantities using either the Textbox List or the Continuous Sum questions, we recommend setting up Number validation on the Validation tab of the question as well as Force Whole Numbers and Force Positive Numbers.

  • You can add a Payment action to other project types (Surveys, Quizzes and Forms) however, the overall Question Amount field will not be available within the question editor in these project types!

FAQ & Troubleshooting

What browsers are supported?

Check out the Stripe (the integration we are using to bring you the Payment Form) Browser Support Documentation: https://support.stripe.com/questions/browser-support-policy

Can I change the color of the Buy Now button?

You sure can! Copy and paste the below CSS in your survey's theme. To do so go to your Style tab and scroll to the bottom of the survey preview to access the link for the HTML/CSS Editor. Paste the below code on the Custom CSS tab. Replace "green" with a color of your choice or hex code for the color of your choice.

.sg-payment-total .sg-payment-button span {
background:green;
}

Are payment actions available in raw data exports?

They are! Payment actions are available in CSV/Excel exports. The total due and payment ID for each response will export from your payment form.

Are payment actions available for reporting?

The Payment ID from Stripe is available in each Individual Response. Payment actions are not available in any of our report types at this time.

Can I use the Short URL share link option with payment forms?

No, the payment form is not compatible with Short URL share links.

Can I integrate with PayPal or another payment service?

At this time, we only integrate with Stripe for payment collection.

I would like to have more than one payment action in a payment form? Is this possible?

At this time, only one payment form per survey is supported.

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