Payment Integration
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FAQs
- Which payment processor should I choose?
- What types of fees are involved with using Wufoo’s payment integration system?
- When I view an entry, why isn’t the payment status being updated?
- Can I add taxes or shipping costs?
- Can I have the user specify quantity?
- Is there a way to make my users pay or only collect information from people who successfully pay?
- Can people pay by check?
Introduction
With Wufoo you can collect payments after somebody successfully submits a form. Prices used to determine how much to charge a user are configured in Wufoo, and payments are processed through third party merchants, like PayPal, Google Checkout and Authorize.net. The status of the submissions made through a payment enabled form can be easily tracked in Wufoo’s entry manager or reporting system so you know who has or hasn’t successfully paid.
An Example Form
Below is an example event registration form that has been configured to integrate with Authorize.net.
Setting Up a Form
The first thing you’ll want to do in order to payment enable your form is configure the payment settings inside of Wufoo’s admin interface. The Payment Settings for a form can be accessed from the Form Manager by clicking on the “Payment” button under the form’s name. The first step in setting up a payment enabled form is to specify which payment gateway you’re going to be submitting the form to . In order to do this you’ll have to supply some credientials, and you can also configure the currency and language for PayPal integration only.
Step 1: Enter Gateway Credentials
- Credentials: Wufoo must collect information regarding your merchant account so the merchants can validate that the account we’re sending your customers is in fact yours. The different merchant accounts ask for different information, so please visit the documentation specific to your merchant if you have questions about the information required.
Step 2: Enter Payment Options
Currency: Enter the currency you would like users to pay you in. This option is only available to PayPal and it will be reflected in the merchant checkout screen. Be sure to update any Wufoo price fields you have to reflect the proper currency as well.
Language: This will change the language of the merchant checkout screen. This option is only available to PayPal and this setting defaults to the language of your form.
Step 3: Adding to the Equation and Assigning Prices
Configuring the payment settings can be thought of as an equation. As you add a field from your form to the equation, the amount of money that can be received per form submission will change. The third step of the payment settings allows you to add fields to the equation, and to get a visual overview of what your users will have to pay you in order to submit the form.
The first thing you will see is a drop down box listing available fields. There are four types of Wufoo fields that can be added to the equation: Price, Drop Down, Multiple Choice, and Checkboxes. We will cover how each varies in the pricing section. To add a field to the equation, select it from the drop down and click the “Add to Total” button. If your form does not have any of the four fields, or if all of your fields have been added to the equation already, the drop down will state that there are no more available fields.
Once a field is added to the equation, a price can be set for the field. There are four different types of prices.
The Base Price is a charge that you can set just for filling out the form. This defaults to 0, but if you would like to charge per submission, this is the option you would use. This is ideal for forms such as an event registration form, where every users is required to pay a minimum (base) fee to attend an event.
A Multiple Choice / Drop Down Price is one where the user can only select one option for the field. If the options were red, green, and blue, the user may only select one and a different price may be assigned to each option. The users selection determines what they will be charged. This works great where the user must make a choice, such as deciding between a “Standard Package ($10)” or a “Gold Package ($20).”
A Checkbox Price is one where the user can select multiple options for the field. An example use of this would be where the user can choose multiple add ons in the checkout process. The user may be presented with “Stickers ($2),” “Buttons ($3),” and “Magnets ($4).” They can choose any combination of the three.
A User Determined Price is based off of the Wufoo price field. This is simply a text input where the user decides how much they wish to pay you. If they enter $5, then they will be charged $5 upon checkout. The best use of this is for a donation form.
A price can be assigned by typing the desired value into the text box next to the option in the payment settings. The price that you type will also be reflected in the visual equation. Using the example in the screenshots, the equation will update to show “Buy a Wufoo T-Shirt! ($15-$19).” The price range shows how much you could get paid depending on the users selection.
To ensure that your payment settings are saved, you must click “Save Settings” in the top right. If you wish to discard changes you have made, click the “Cancel” button.
The User Experience
The user experience will differ depending on which payment process you chose to integrate with. We recommend taking a look at the different merchant provider documentation.
The Admin Experience
When a user successfully submits a payment enabled form, the data is fully integrated into Wufoo.
If you have email notifications set up, you will receive an email notification as you normally would.
The Payment Status, Confirmation Id, and Amount are stored in Wufoo.
In the Entry Manager, payment data can be viewed on a per entry level.
Using reports, payment data can be placed in the grid, graphed, and exported to Excel and CSV.
Help with specific payment gateways.
Wufoo integrates with a number of payment gateways. A comparison chart of the different gateways can be seen here. If you’d like to learn more about a specific gateway, please click on the gateway of your choice below.
- Authorize.net Integration
- Google Checkout Integration
- PayPal Standard Integration
- PayPal Payments Pro Integration
What types of fees are involved with using Wufoo’s payment integration system?
Wufoo only charges you the normal monthly fees associated with a paid Wufoo subscription and there are no extra fees for merchant integration. The merchant accounts, like PayPal, will charge you a transaction fee for each successful payment they process on your behalf. This transaction fee varies between merchants, and we recommend researching the different merchant solutions and familiarizing yourself with their payment structures.
When I view an entry or report, why isn’t the payment status being correctly updated?
If your payment status is not being updated correctly then you probably do not have your merchant account configured properly to send the status updates to Wufoo. Please view our information on how to configure your Authoirze.net and Google Checkout accounts.
Can we receive an email when a payment is successfully made?
Wufoo can send you an email every time a form is submitted, but you will need to configure your merchant account to send you an email when a payment is made.
Can I add taxes or shipping costs?
We do not offer this functionality in Wufoo at this time.
Can I have the user specify quantity?
There is no method of adding quantity to a single item, but with a dropdown or radio field, you can specify different prices to different answers to specify quantity. For example:
Q: How many t-shirts would you like?
A1: 1 Tshirt - $5
A2: 2 Tshirts - $10
A3: 3 Tshirts - $15
Is there a way to make my users pay or only collect information from people who successfully pay?
Information is automatically collected by Wufoo when a form is submitted, so it will be in our database even if the user does not successfully pay. If you would like to view all paid users or all unpaid users, you can filter entries in the entry manager to only display specific submissions.
If somebody is paying by check, can they opt to not be redirected to a payment processor?
While there is no direct method of specifying that a user should not be redirected to a payment page, if you the payment calculation for your form totals to zero, Wufoo will then not redirect to the payment processor after form submission. So what you could do if you’re processing a simple order that’s based on a dropdown field for the price is make one of the choices in a drop be called “Pay by Check” and have that choice equal to $0.00.
If you’re doing something more complicated with a Base Amount or multiple fields determining the price, then the only recommendation we have at this time is to create two forms with one accepting checks and the other accepting online credit card payments.
