Credit Card

If the form has a Credit Card type field a Credit Card Configure link will appear in the Features section.

Credit Card Processing can be added to a form that will enable automated online credit card transactions. In order to use the credit card processing option a valid Pay Flow Pro account must be setup.

To add credit card processing to your form, follow these steps (assumes payment processor has been set up):

  • On the Edit Form page, click the Credit Card Configure link.
  • Select the Credit Card Processor from the drop down box.
  • Select the Charge Type. Charge type options include:
    • Fixed Charge - same fixed charge for every instance of the form (fixed pricing, never varies)
    • Driver Field - charges are determined by field options (combination of selections)
  • Click here to see a sample Driver Field configure window
    • User Selection - Respondent selects charge amount from options selected on the form (donation)
  • Click here to see Credit Card configure window.
  • Click Save.

Focus on Charges Derived from Driver Fields
If the Driver Field option is selected, then a drop down hot spot appears that prompts the administrative
user to enter values associated with the options. When the link is clicked, the popup screen refreshes and the administrative user is prompted to assign options to dollar values. Charges will be based on these selections.

All transaction information can be viewed in the individual action item information.