Tip of the fortnight 9 - Compelling practices to optimize your customers' payment experience

Tip of the fortnight 9 - Compelling practices to optimize your customers' payment experience

Hello everyone,  

Digital payment has dominated the marketplace. That's why, when you're creating your online payment forms, there is a lot more you should be doing to upscale conversions beyond simply collecting payments. Yes, besides the marketing strategies you follow to drive traffic to your website, shed focus on designing your forms with interactive UI, intuitive fields, and a flawless workflow. 



Today, I've put together six tips for creating your next payment form. Do you ever ask yourself, "Am I asking my customers enough questions?", or "Should I make my form longer?". These tips can help you out: 

Ask for less information


Creating simpler forms that use only the necessary information can be a great way to avoid stacking multiple questions. Complex forms can push your customers to abandon them, just like they'd abandon a long wait in line. For example, a T-shirt Order Form should be simplified to only require payment, shipping, and delivery information.




Name your form fields clearly

As you add fields to your forms, try to name them very clearly, avoiding any vague or confusing names. Matter-of-fact field names will allow your customers to easily understand what they need to enter. To enhance personalization, create rules to only show relevant fields based on answers provided by your customer. 


Explicitly display the payment amount 


When your customers are a click away from making a payment, avoid any uncertainty by clearly displaying the exact amount they are paying. If there are any extra charges, clearly specify them in your form. These simple details can improve your forms' user experience, and boost your conversion rates. 

Motivate checkout with images and finer details 


Choose good product images! Attractive, relevant images and appealing details can motivate your customers' checkout process. When your customers can see attractive images along with all the relevant details of their order, confidence in the product or service increases. For a Hotel Booking Form, you can provide the details of the room—like maximum guests and images of the specific room—as they book.



Provide a variety of payment options

Payment processing is the last thing your customers encounter when finishing up your form—so make it easy! You can provide multiple payment options inside your forms to allow your users to pay using a provider they already use, or at least are familiar with. This way, you cut down any drop-off at the checkout! 

 


Keep your branding consistent!

If bolstering trust is what it takes to convert one-time customers into recurring customers, then do what it takes. The same way your website is built with branding by using your business' name and logo, remain consistent by including them in your forms. If you are posting your forms in social media, this favors your business and resembles where your forms are from! We'll discuss more about this as we get to the end of the post!




Build relationships using responsive confirmation emails

Make sure to send out automated confirmation emails including all your customers' chosen form responses and payment status. It will improve their sense of your responsiveness and boost your overall customer experience. For example, a simple Welcome Email for an event registrant, an Order Confirmation email for a successful purchase, or a Subscription Confirmation email to your new subscribers.



Aside from email content, you can build loyalty with personalized document creation for things like order receipts and registration fee waivers. Take advantage of the PDF option to leave your customers with a copy of their submissions. 

Use social media to upscale selling

As you drive traffic to your website, connect with your customers on social media, too. Spread awareness of your brand and get form submissions in the same space! We provide options to connect and share your forms via Twitter, Facebook, and LinkedIn directly whenever you create a form. 

(This is the second post in our payment forms series, if you missed our previous post, read it here

Do you have anything else to add? Let us know in the comments below! We'd love to hear from you!

Until next fortnight,
Prasana




To get updated every fortnight on useful form tips, click follow under our  community learning series






    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Tip #10: Automatically add tags to Zoho CRM records using form responses

                                                            You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include a
                                                          • Tip #2: Prefill forms automatically with existing Zoho CRM data

                                                            How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM
                                                          • Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms

                                                            When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?"  You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads.  Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out
                                                          • ZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond

                                                            Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering the
                                                          • Tip #9: Modify deal properties in Zoho CRM using form responses

                                                            How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zoho


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

                                                                                                            Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,
                                                                                                          • Live Webinar: Optimizing back-office operations in the manufacturing industry to maximize profitability

                                                                                                            Hello everyone, We’re excited to invite you to our upcoming live webinar on February 6! Discover how Zoho WorkDrive can help manufacturing businesses optimize back-office operations, improve efficiency, and boost profitability. Our product experts will
                                                                                                          • Live webinar: 2024 recap of Zoho WorkDrive

                                                                                                            Hello everyone, We’re excited to invite you to our year-end live webinar! This session will take you through the transformative features and updates we’ve introduced in Zoho WorkDrive this year, helping you streamline document management like never before.
                                                                                                          • Live webinar: Explore WorkDrive's seamless integrations with key Zoho apps

                                                                                                            Hello everyone, We’re excited to invite you to our upcoming live webinar, where we'll delve into the seamless integration of WorkDrive with other key Zoho applications! This is a fantastic opportunity to enhance your productivity and streamline your workflows
                                                                                                          • Live webinar: Getting the most out of WorkDrive in Zoho Workplace

                                                                                                            Hello everyone, We’re excited to invite you to our upcoming live webinar, where we’ll explore how to maximize your use of WorkDrive as part of the Zoho Workplace bundle. This is a fantastic opportunity to elevate your productivity and streamline your
                                                                                                          • Live webinar: Mastering data migration, organization, and team collaboration

                                                                                                            Hello everyone, We’re excited to invite you to our upcoming live webinar! Discover how to seamlessly migrate your data, optimize file organization, and boost team collaboration using Zoho WorkDrive’s powerful features. This is a fantastic opportunity
                                                                                                          • BARCODE PICKLIST

                                                                                                            Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?
                                                                                                          • Join our live webinar: Explore the WorkDrive TrueSync application!

                                                                                                            Hello everyone, We are thrilled to invite you to a live webinar focused on mastering the WorkDrive TrueSync application. Discover how to seamlessly sync your content between the cloud and your computer, ensuring smooth and efficient file management. Our
                                                                                                          • Bug tracking

                                                                                                            Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.
                                                                                                          • Zoho Creator customer portal limitation | Zoho One

                                                                                                            I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
                                                                                                          • Script Editor not an option

                                                                                                            I am trying to apply a script to a sheet and Script Editor is not an option. I don't want to go outside Sheets to do this (like Creator) if it can be done inside Sheets.
                                                                                                          • Moving data from one pipeline to another

                                                                                                            Hey all, I've got some complex pipelines to build and I'd like to seperate them into seperate pipelines rather than have one mammoth one. If I create 2 pipelines, is there any easy way to use the output of Pipeline1 to be the input into Pipeline2? Or
                                                                                                          • Envio de mails

                                                                                                            Hola! No puedo enviar mails pero si recibirlos. No se como solucionarlo! Mi dominio es chidobebes.com.ar
                                                                                                          • ERROR CODE :554 - Your access to this mail system has been rejected due to poor reputation of a domain used in message transfer

                                                                                                            In my email configuration: The domain's MX Records are pointed to Zoho The domain's SPF Records have been pointed out successfully DKIM is enabled. DMARC Record is pointed for the domain. The domain name is digioorja.in. Still facing the issue of Error:
                                                                                                          • This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                                                                                            l tried to verify my domain (casalimpaeperfumada.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details.
                                                                                                          • SLOW EMAILS

                                                                                                            Is there an issue with the Zoho server? For two days now I've been having issues with very long buffering. Please advise. Thank you.
                                                                                                          • POP3 authentication error - SOLVED

                                                                                                            Just in case others are as forgetful as me ... As Zoho has changed the POP server for personal and free organisational users, I needed to change the POP server on my email client. This failed persistently but eventually I remembered that I had chosen
                                                                                                          • Solution to Import PST File into Office 365.

                                                                                                            MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
                                                                                                          • Add Zoho One Groups/Departments to Shared Mailbox Access

                                                                                                            Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign
                                                                                                          • Allow Filters with Only Special Characters in Zoho Mail

                                                                                                            Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering
                                                                                                          • How to save email as PDF?

                                                                                                            I saw 2 previous threads about this. One is from 14 years ago. The other was closed as "answered" a year ago but the feature was never implemented: https://help.zoho.com/portal/en/community/topic/how-to-download-save-emails-as-pdf Is the "save as PDF"
                                                                                                          • Flexible plans

                                                                                                            Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this
                                                                                                          • Weekly Tips : Teamwork made easy with Multiple Assignees

                                                                                                            Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
                                                                                                          • Cannot give public access to Html Snippet in Zoho Creator Page

                                                                                                            Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is
                                                                                                          • Weekly Tips : Customize your Compose for a smoother workflow

                                                                                                            You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
                                                                                                          • Unable to confirm Super Admin assignment — confirmation button not working

                                                                                                            I’m trying to change the roles within my organization. I am currently a super admin and would like to add another user as a super admin. When I attempt to confirm the action, a screen appears asking for my password to verify my identity. However, when
                                                                                                          • Installing EMAIL Setup in New Domain

                                                                                                            Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguyzzapk.com/, https://fakservices.com/ is using CF,
                                                                                                          • Will I Get a Refund If I Downgrade Zoho Mail?

                                                                                                            Hello, We upgraded an email account for our new employee. However, the employee left after one month, and now I've reduced the number of Zoho Mail users from 7 to 6. Can we get a refund for the remaining portion of our annual payment?
                                                                                                          • Accounting on the Go Series-43:Enhancing Your Reporting Efficiency with Dashboard Filter State Retention

                                                                                                            Hello everyone! Welcome back to our series on Zoho Books mobile app features. Today, we will talk about a feature that yet again helps you focus on work that really matters-Dashboard Filter State Retention. Imagine you're working on your Zoho Books dashboard,
                                                                                                          • Zoho books/payroll tax payment

                                                                                                            I accidentally made a second payment to my taxes for $300 which is reflected in my bank account and therefore on Zoho books but I can not match it to any transactions because its not reflected in payroll as a tax payment. Is there a way to add an extra
                                                                                                          • I can't renew the Finance Plus subscription

                                                                                                            I tried to renew the Finance Plus subscription but it keeps reloading the same page over and over when ever I click on "Renew Subscription" button
                                                                                                          • Estimate vs Quote

                                                                                                            they are different. Quote is for 1 piece price + other charges. Estimate is for total quantity to be ordered. The gross total amount of the Estimate is the amount payable. Replacing Estimate as Quote is not understandable because they are different. In
                                                                                                          • Accounting on the Go Series-47: Effortless GSTIN Management- Auto Populate TaxPayer Details in Zoho Books Mobile App

                                                                                                            Hello everyone, Welcome back! Today, we're focusing on a feature specifically designed for our Indian users in the Zoho Books-Indian edition, particularly those who deal with GST compliance regularly. We understand the importance of accurate and efficient
                                                                                                          • Accounting on the Go Series-48: Enhance Accuracy with Custom Work Week Start Days in Zoho Books iOS app

                                                                                                            Hello everyone, Welcome back! We’re here with another feature spotlight that might seem small but can have a big impact on your daily routine: setting the first day of the work week in the Zoho Books iOS app. Imagine this: You’re a business owner who
                                                                                                          • Time to Get Paid Report in ZBooks

                                                                                                            Hello, One of our customers who has 25 different companies around the world gets 60 days to make payments. Unfortunately, the subject report does not report an average time to get paid (in days) or the ability to look at a custom period of time. Currently
                                                                                                          • How to prepare a balance sheet for a company that has no operations yet?

                                                                                                            .
                                                                                                          • Project Billing Method from Zoho People

                                                                                                            Normaly our customers use Zoho Projects to manage projects and timesheet that are being charge to the customer. Using the integration from Zoho Project we can have projects base on different billing method. For example most of our customer use Hourly
                                                                                                          • Zoho Books-Accounting on the Go Series!

                                                                                                            Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
                                                                                                          • Zoho Books | Product updates | July 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
                                                                                                          • Zoho Books | Product updates | August 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
                                                                                                          • Next Page