Building a Marketing 360® Payments Gravity Form

Building a Marketing 360® Payments Gravity Form

For each form you'd like to take payments, follow this process: build a payment form, create a payment feed, add your form to your website, submit a test.

 

Building a basic payment form

  1. marketing-360-payment-plugin-setup-08.jpg
    Click New Form in the left-hand navigation menu under Forms. (Alternatively, you can hover over Forms and click on Forms to add payments to an existing form and skip to step 3.)
  2. marketing-360-payment-plugin-setup-09.jpgEnter a form title and description, then click Create Form.
  3. marketing-360-payment-plugin-setup-10.jpg
    Add fields for capturing user information and be sure to set them as required. You must include the following from the Advanced Fields group:
    • Name field
    • Email field
    • Address field (Update this field label to read 'Billing Address')
  4. marketing-360-payment-plugin-setup-11.jpg
    Add Pricing fields to your form and configure them as needed. You’ll need:
    • At least one Product field
    • Mkt 360® Card field
    • Total field
  5. Add any other fields necessary for collecting customer information with the purchase. These are entirely up to you and are determined by the kind of information you need to collect from a customer at the time of their payment. You can reorganize the fields by dragging them up or down in the form builder. It's a good idea to keep your credit card and total fields at the end of the form.
  6. marketing-360-payment-plugin-setup-12.jpg
    Save your form by clicking the Update button.

Nice work! You’ve built your first payment form, now it’s time to map the form to your Payments app with a feed.

Next up: Creating a feed for the Marketing 360 Payments for Gravity Forms plugin


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