Create A Payment Form In 5 Steps With WPForms
One of the things I love best about technology is the ability to pay for products, services or donations online. WPForms, my favorite form builder, now has a payment option that allows you to securely collect payments, using PayPal and Stripe, with a few simple clicks. Let’s learn how to create a payment form in 5 easy steps with WPForms.
Form Builder Plugins
WPForms is one of the fastest WordPress plugins out there. It’s SEO-friendly, boasts over a million installations, and has a 5-star rating. The drag-and-drop form builder makes it user-friendly to create a variety of forms in just minutes. Simply arrange the custom fields how you like them.
Essentially, WPForms is for anyone that is selling something and needs to secure payment. After all, generating revenue is the ultimate goal of running a business in the first place. Business and eCommerce owners, entrepreneurs, designers, photographers, bloggers, developers, and non-profit organizations can all benefit from WPForms.
Benefits Of WPForms
- Drag-and-drop editor
- Won’t slow website speed
- Mobile responsive
- No coding experience required
- A variety of forms are available
- Integrates with the WordPress Gutenberg editor
- Optimized for server and web performance
- CAPTCHA for spam protection
- Multi-page forms available
- Media and external docs can be added to forms
- Integrates with PayPal and Stripe for seamless payment transactions
- Can also design landing pages.
Now that you know the benefits of WPForms, let’s create a donation form:
1. Install The WordPress Plugin
WPForms is a plugin designed to work on the WordPress platform. In order to use it, your blog or website will need to be hosted on WordPress. Begin by installing and activating the WPForms plugin. I’ve used many plugins that have significantly impacted my site speed, and consequently my traffic. WPForms won’t slow down your site. This is a huge plus!
You do not need to have any coding skills to use the plugin. In fact, you’ll be pleasantly surprised how simple it is to create a form using the drag-and-drop editor. Once the plugin is activated, go to your WordPress Dashboard and under “WPForms,” click “Add New.” The forms available include contact, order, lead generation, job application, registration, donation, and newsletter sign up forms, to name a few.
First we need to create a basic form. I’m going to create a simple pre-made donation form for this tutorial. You’ll see it as one of the form options in the editor near the bottom. Click “Create Form.”
You’ll now be in the form editor where you can customize your form. My form includes the fields “Name,” “Email,” “Donation Amount” and “Comment or Message.” I’ll be deleting the last field as you’ll see below.
Customize the form by dragging each field to where you want it. You can also rearrange the order or add or delete fields by placing your cursor on the gray box to the right of each field. Click the trashcan icon to delete a field. To add a field, click one of the blue boxes under “Add Field.”
You’ll need to add at least two additional fields for a transaction to be made online. Add a “Credit card” field and either a “Single Item” or “Multiple Item” field. You can also add a “Drop down Item.”
3. Add Payment Options
Now it’s time to configure your form for payment. First, activate the addon you would like to use. You’ll see the word “Activated” underneath the addon when you’ve completed this step.
At the far left of the editor, click on the “Payments” tab. Note the options for “PayPal” and “Stripe.” I activated the PayPal addon so I’ll click on that and enter my email address. You can activate either PayPal or Stripe or both.
In the drop down setting in the editor, you’ll see various options to configure your form. Fill in the “Plan Name” and check the box next to “Enable recurring subscription payments” if you’d like that option. Choose between monthly or bimonthly recurring payments. Check the box next to “Enable conditional logic.”
Conditional logic gives you the most control over your form by allowing you to choose which fields to show and which fields to hide. This enables you to obtain the most relevant information from your users based on user selection. See below:
5. Save And Embed Your Form
Now that your form is customized for taking online payments, you’ll want to add it to your pages, posts, or anywhere else on your website, including your sidebar. All you have to do is click “Add Form” in your pages and posts editor. It’s that easy! Alternatively, you can copy the shortcode in the editor after saving your form, then paste it wherever you’d like it to appear.
You’ll need a premium plan in order to access the payment fields in the editor. There are four different plans to choose from:
Developers can use forms on their clients’ sites either by buying a license for each individual website or by purchasing the Pro/Agency license. A 20% commission can be earned if a client is referred via the affiliate program.
WPForms is an incredible form builder that is convenient to use. You don’t need any techy coding skills to create or embed a form. Simply add, delete, or rearrange fields to customize the ideal form to suit your purpose. Just think of all the fabulous forms you can create to help grow your business and build your brand.
Follow the steps in this tutorial to create a donation form using PayPal or Stripe. You can design a form and set up payment in minutes. Get the plugin here.
Have you used WPForms? What do you think about using forms to make online transactions? Let me know in the comments:)