Create a Payment Form

To create a Payment Form, complete the following steps:

1. Select the Add button under the Payment Form heading. Enter the name for this step in the Title text box.
2. Optionally, add a description of your payment form in the Description text box
3. Select the Products & Payment Plans button to define the products and payment plans offered in the optionsThe Products & Payment Plans screen displays, as illustrated below:

   

   Complete the screen as described in the Define Your Products and Payments topic.

4. Select the Email Address button to define the account verification section of the formThe Email Address screen displays, as illustrated below:

   

   Complete the screen as described in the Define the Email Address Options topic.

5. Select the Login button to define the account verification section of the formThe Login screen displays, as illustrated below:

   

   Complete the screen as described in the Define the Login Options topic.

6. Select the Registration button to define the account verification section of the formThe Registration screen displays, as illustrated below:

   

   Complete the screen as described in the Define the Registration Options topic.

7. Select the Payment button to define the account verification section of the formThe Payment screen displays, as illustrated below:

   

   Complete the screen as described in the Define the Payment Information topic.

8. Select the Additional Settings button to define the account verification section of the form. The Additional Settings screen displays, as illustrated below. Complete the screen as described in the Define the Additional Settings topic.

   

9. Select the Save button to save your changes and return to the Add an Outcome screen. Selecting the Cancel button to display the Add an Outcome screen without saving any changes
10. Select the Save button to add your outcome

You can now use the Payment Form in your feature rule.

Notes:

• In general, you can edit the fields defined in steps 4 to 8 above as follows:
  • To edit any field, select the three dots at the end of the row for the field and select Edit
  • To move a field up or down the list, drag the field to the position at which you want it to display
  • If the Add Custom Text button is available, select it to add a custom field to your form. If this button is not available, you cannot add a custom field to this step in your form
  • If the Add A User Attribute button is available, select it to add a field to gather information from your users. If this button is not available, you cannot add user attributes to this step in your form
  • If the Add a Section button is available, select it to add a section in your form. If this button is not available, you cannot add a section to this step in your form
  • If a section can be removed from your form, select the delete icon () from the top right of the box. If this icon is not available, you cannot remove sections from this step in your form
• You can edit the colours, fonts and styling used in your form to ensure that they match your brand using the Style Guide. For further information on defining your style guide, see the Define Your Style Guide topic.