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Define the Payment Information

Zuora

Define the Payment Information

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The Payment options screen allows you to define the fields for the following:

  • Promo Codes: You can enable promo codes, which displays a field to allow your end users to enter the code and obtain a discount on their payment.
  • Payment Details: This displays the purchase summary and allows the end user to submit their payment.
  • Successful Payment: This displays a success message following the payment submission and, if you have enabled shareable products, the link used to invite members, and any user attributes to include in the invitation.

After defining these forms, select the Done button to return to the Add Payment Form screen.

Promo Codes

If you have set up Promo Codes for your payment provider to use in this payment form, select the Enable Promo Code toggle. Further options display, as illustrated below:

Frictionless_PromoCode.jpg

For information on setting up Promo Codes for your payment provider, see the Payments section.

To define the promo code fields, complete the following steps:

  1. Enter the label you want to display for the promo code step in the Promo Code Text text box. By default, this is pre-filled with Have a promo code?
  2. Enter the text you want to display in the promo code field in your form in the Input Box Placement Text text box. By default, this is pre-filled with Promo Code.

Payment Details

Enter the name for this step in the Title text box. By default, this is pre-filled with Payment Details. You can edit this if required.

The available fields for the payment details are as follows:

  • Progress Bar

    This allows you to show or hide the progress bar. By default, the progress bar is shown.

    To hide the progress bar, complete the following steps:

    1. Select the three dots at the end of the row.
    2. Select Edit.

      The Progress Bar dialog box displays, as illustrated below:

      Frictionless_Progress.jpg

    3. Deselect the Show Progress Bar checkbox.
    4. Select the Save button to save your changes and return to the Registration screen. Selecting the Cancel button displays the Registration screen without saving any changes.

    Note: The headings used on the Progress Bar match the Title text entered in your sections.

  • Purchase Summary

    This defines the summary text displayed at each step of your form.

    To edit the text displayed, complete the following steps:

    1. Select the three dots at the end of the row.
    2. Select Edit.

      The Purchase Summary dialog box displays, as illustrated below:

      Frictionless_PurchaseSummary-1.jpg

    3. Enter the title text you want to display in the Subscription Title Text text box.
    4. Enter the text you want to display in the total cost section in the Total Cost Text text box.
    5. Select the Save button to save your changes and return to the Payment screen. Selecting the Cancel button displays the Payment screen without saving any changes.
  • Card Details

    You cannot update this section. It displays the fields that allow your end user to enter the card information for the account from which to take payment.

  • Divider

    This defines the divider used in your form.

    To define the divider, complete the following steps:

    1. Select the three dots at the end of the row.
    2. Select Edit.

      The Divider dialog box displays, as illustrated below:

      Divider_Dialog-2.jpg

      At the top of the Divider dialog box, you can see a representation of the divider as it appears in your form.

    3. Update the text in the Divider Text text box
    4. By default, the Divider line checkbox is selected. This displays a line on either side of your defined text. To remove the lines, deselect the Divider line checkbox
    5. Select whether to display or hide the divider from the Visibility radio buttons. The options are as follows:
      • Show
      • Hide
    6. Select the Save button to save your changes and return to the Email Address screen. Selecting the Cancel button displays the Email Address screen without saving any changes
  • Apply Pay and Google Pay

    This enables or disables payment using Apple Pay and Google Pay. By default, payments using Apple Pay and Google Pay are disabled. To enable payments using Apple Pay and Google Pay, select the toggle.

    Note: Only one option is displayed to the end user based on their device and browser. For example, if an end user visits your site using the Chrome browser, the Google Pay option displays; if they visit from an iPhone, the Apple Pay option displays.

    If using Stripe as your payment provider, refer to the following Stripe documentation for further information on going live:

    If using Braintree as your payment provider, refer to the following Braintree documentation for further information on going live:

  • Button (Continue)

    This displays the Confirm and process payment button, which your end user can use to make the purchase.

    To define the text used on the button, complete the following steps:

    1. Select the three dots at the end of the row.
    2. Select Edit.

      The Button dialog box displays, as illustrated below:

      Button_Dialog-3.jpg

      At the top of the Button dialog box, you can see a representation of the button as it appears in your form.

    3. Update the text in the Button Text text box.
    4. Select the Save button to save your changes and return to the Email Address screen. Selecting the Cancel button displays the Email Address screen without saving any changes.
  • Add Custom Text

    If you want to add custom text to your form, select the Add Custom Text button.

    The Text dialog box displays, as illustrated below:

    Text_Dialog-2.jpg

    To define the custom text, complete the following steps:

    1. Enter the text you want to display in the text box

      Note: If you want to format the text, for example to include a heading or a list, use the formatting bar at the top of the text box.

    2. Select the Save button to save your changes and return to the Email Address screen. Selecting the Cancel button displays the Email Address screen without saving any changes.
  • Add User Attribute

    If you want to add a field to obtain further information from the end user, select the Add A User Attribute button.

    Note: You must have defined user attributes for any fields that you want to add. For further information on user attributes, see the User Attributes topic.

    The User Attribute dialog box displays, as illustrated below:

    UserAttribute_Dialog-3.jpg

    To add a single field, select the Add button at the end of the row for the user attribute you want to add. The Registration screen displays with the field added in the step.

    To add multiple fields, select the checkbox beside the user attributes you want to add, then select the Add Selected button. The Registration screen displays with each user attribute added as a field in the step.

    If you want to make a user attribute field mandatory in your registration form, select the Required toggle at the end of the row for the relevant user attribute.

    To edit the display of a user attribute field in your create password form, complete the following steps:

    1. Select the three dots at the end of the row for the relevant field.
    2. Select Edit.

      The Edit dialog box displays, as illustrated below:

      Form_EditUA-3.jpg

    3. Edit the label displayed above the field in the Label text box. By default, this is pre-filled with the name of the user attribute.
    4. If required, edit the text displayed in the field in the Place Holder (Optional) text box. By default, this is blank.
    5. If required, edit the default value of the field in the Default Value (Optional) text box.
    6. Select the Save button to save your changes and return to the Registration screen. Selecting the Cancel button displays the Registration screen without saving any changes.

    For information on editing the user attribute, see the User Attributes topic.

    To delete a user attribute field, select the three dots at the end of the row for the relevant field, then select Delete.

  • Add a Section

    If required, select the Add A Section button to add a step to your registration form

    By default, the new section contains the following fields:

    • Title

      By default, the Title text box is pre-filled with New Section x. This is displayed on the progress bar. You can edit the text if required.

    • Progress Bar

      This allows you to show or hide the progress bar. By default, the progress bar is shown.

      To hide the progress bar, complete the following steps:

      1. Select the three dots at the end of the row.
      2. Select Edit.

        The Progress Bar dialog box displays, as illustrated below:

        Frictionless_Progress-1.jpg

      3. Deselect the Show Progress Bar checkbox.
      4. Select the Save button to save your changes and return to the Registration screen. Selecting the Cancel button displays the Registration screen without saving any changes.

      Note: The headings used on the Progress Bar match the Title text entered in your sections.

    • Card Details

      You cannot update this section.

      It displays the fields that allow your end user to enter the card information for the account from which to take payment.

    • Button (Submit)

      This defines the Submit button.

      To define the text used on the button, complete the following steps:

      1. Select the three dots at the end of the row.
      2. Select Edit.

        The Button (Submit) dialog box displays, as illustrated below:

        Button_Submit-3.jpg

        At the top of the Button (Submit) dialog box, you can see a representation of the button as it appears in your form.

      3. Update the text in the Button Text text box.
      4. Select the Save button to save your changes and return to the Login screen. Selecting the Cancel button displays the Login screen without saving any changes.

      Note: The button for the previous section is automatically updated to Button (Continue) and the pre-filled text reverts to Continue. If necessary, edit the button text for this button accordingly.

      You can also do the following:

      • Select the Add A User Attribute button to add user attribute fields to this step as described above.
      • Select the Add Custom Text button to add a custom text field to this step as described above.

      You can add as many steps as you require.

    When you publish your feature, the payment details display in your site in a similar way to the following:

    Frictionless_PaymentDetails.jpg

Note: If using Stripe as the payment provider, the payment details page will not display external tax by default. If you need to display the tax information to your end users, contact our customer support team to enable this.

Successful Payment

If you have enabled shareable products, as described in the Create a Product topic, you can allow the customer to send invitations from the successful payment page. To do this, select the Enable Invitation toggle. Further fields display, as illustrated below:

Frictionless_EnableInvites.jpg

To define the destination URL for the link included in the invitation, enter the URL to display when the invitation link is selected in the Invite Link Destination URL text box.

To map a user attribute to an invitation field, complete the following steps:

  1. Select the Add User Attribute and Field Name button

    The Attribute Mapping dialog box displays, as illustrated below:

    CompAcc_UAMap-1.jpg

  2. Select the user attribute to associate with the invitation field from the User Attribute drop-down menu.

    For example, select the First Name user attribute to include the name of the person sending the invitation.

    Note: You must create user attributes before you can map them to an invitation field. For further information on creating user attributes, see the Add a User Attribute topic.

  3. Enter the name of the invitation field in the Field Name text box.
  4. Select the Save button to save the mapping and return to the User Attribute Mapping screen. Selecting the Cancel button displays the User Attribute Mapping screen without adding any mappings.

The available fields for a successful payment are as follows:

  • Text

    This defines the message text that displays following a successful payment.

    To define the text, complete the following steps:

    1. Select the three dots at the end of the Text row.
    2. Select Edit.

      The Text dialog box displays, as illustrated below:

      Text_Dialog-3.jpg

    3. Enter the text you want to display in the text box.

      Note: If you want to format the text, for example, to include a heading or a list, use the formatting bar at the top of the text box.

    4. Select the Save button to save your changes and return to the Login screen. Selecting the Cancel button displays the Login screen without saving any changes

    You can remove this field as follows:

    1. Select the three dots at the end of the Text row.
    2. Select Delete.

      The field is deleted immediately.

  • Purchase Summary

    This defines the summary text displayed at each step of your form.

    To edit the text displayed, complete the following steps:

    1. Select the three dots at the end of the row.
    2. Select Edit.

      The Purchase Summary dialog box displays, as illustrated below:

      Frictionless_PurchaseSummary-1-1.jpg

    3. Enter the title text you want to display in the Subscription Title Text text box.
    4. Enter the text you want to display in the total cost section in the Total Cost Text text box.
    5. Select the Save button to save your changes and return to the Payment screen. Selecting the Cancel button displays the Payment screen without saving any changes.
  • Invitation Details

    This only displays if the Enable Invitation toggle is selected and defines the invitation displayed to allow the customer to invite members to join their shareable product.

    To define the wording for the invitation, complete the following steps:

    1. Select the three dots at the end of the row.
    2. Select Edit.

      The Invitation Details dialog box displays, as illustrated below:

      Frictionless_inviteDetails.jpg

      At the top of the Invitation Details dialog box, you can see a representation of the invitation fields as they appear in your form.

    3. Update the heading for the invitation in the Invite Title Text text box.
    4. Update the description of the section in the Invite Description Text text box.
    5. Update the label you want to display above the email address entry field in the Input Box Label Text text box.
    6. Update the text used on the button in the Button Text text box.

      Note: By default, this button displays to the right of the email address entry field. If you want to change this positioning, you can use custom CSS to define how the form is displayed.

    7. Update the message displayed when an invitation is sent to an email address in the Link Sent Message text box.
    8. Select the Save button to save your changes and return to the Payment screen. Selecting the Cancel button displays the Payment screen without saving any changes.
       
  • Button (Continue)

    This displays the Continue reading button, which your end user can use to move to the next step in the form. By default, this is pre-filled with Continue reading.

    To define the text used on the button, complete the following steps:

    1. Select the three dots at the end of the row.
    2. Select Edit.

      The Button dialog box displays, as illustrated below:

      Button_Dialog-4.jpg

      At the top of the Button dialog box, you can see a representation of the button as it appears in your form.

    3. Update the text in the Button Text text box.
    4. Select the Save button to save your changes and return to the Email Address screen. Selecting the Cancel button displays the Email Address screen without saving any changes.

When you publish your feature, the successful payment message displays in your site in a similar way to the following:

Frictionless_Success.jpg