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




                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day



                                        Zoho Marketing Automation
                                                • 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 #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
                                                • 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


                                                Manage your brands on social media



                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns 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 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

                                                                                                  • Zoho Projects Android app update - List view enhancement

                                                                                                    Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,
                                                                                                  • Print PO receipt

                                                                                                    Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
                                                                                                  • On the US Data Centre rather than the UK but dont know how to migrate it

                                                                                                    We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going round
                                                                                                  • Zoho Sheet Custom function column showing Error #EVAL!

                                                                                                    Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,
                                                                                                  • How to add a Data Updated As Of: dynamically in text?

                                                                                                    I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically
                                                                                                  • Create Your Own Issue Management System

                                                                                                    Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
                                                                                                  • Resource utlisation

                                                                                                    Dear Team, We use the excel for the weekly predicted people utilization how the resource are allocated , is there any way that i can use any of the zoho products.
                                                                                                  • Ask the experts - A live Q & A discussion on Zoho Recruit

                                                                                                    We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based
                                                                                                  • Bug - OTP (email) and No Duplicates

                                                                                                    Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,
                                                                                                  • Personal Facebook page posting instead of Business Page

                                                                                                    I have a Facebook page that is associated with my Personal Profile and I am the Admin of that Page. I would like to schedule and Post to my Personal Page not the Business Page. Each time I try to connect to the "Page" it takes me to the Business Page. Is there a way of connecting to my personal page?
                                                                                                  • Fixed asset management

                                                                                                    I want to know if there is any individual module for fixed assets management
                                                                                                  • Recording depreciation of fixed assets as a percentage of residual value

                                                                                                    In India, fixed assets are depreciated as a percentage of their residual value at the beginning of each fiscal year. I went through the documentation for creating recurring journal entries, but could only find ways to depreciate by a fixed rupee amount
                                                                                                  • Function #28: Automatically calculate Customer Loyalty points

                                                                                                    Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to
                                                                                                  • Function #6: Calculate Commissions for paid invoices

                                                                                                    Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an
                                                                                                  • How to Add Product SKU in Invoice?

                                                                                                    How to Add Product SKU in Invoice?
                                                                                                  • Tracking movement between departments

                                                                                                    I've been developing a reporting system in Zoho and one of the groups I want to develop a report on primarily moves tickets from department to another. Is there a way to set up the reporting on Zoho (or Zoho Reports) that can tell me the number of tickets
                                                                                                  • Zoho CRM Calendar View

                                                                                                    Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
                                                                                                  • Call transcrition working for ringcentral?

                                                                                                    I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call
                                                                                                  • What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?

                                                                                                    What is syntax to call creator function (or trigger a creator workflow) from CRM deluge?
                                                                                                  • WhatsApp and Zoho Creator Integration

                                                                                                    How we have integrate WhatsApp App with Zoho Creator without using external application ?
                                                                                                  • Improve Creator Calendar Report

                                                                                                    Please can you improve the Creator Calendar Report General There is no way to highlight certain days, for example weekends or public holidays. There is no way to hide certain days, for example weekends. There is no way to modify the day header, it just
                                                                                                  • Important updates to Zoho CRM's email deliverability

                                                                                                    Last modified on: Jul 24, 2024 These enhancements are released for all users across all data centers. Modified on: Oct 30, 2023 Organisations that are in the Enterprise and above editions of Zoho CRM, and have not authenticated their email-sending domains
                                                                                                  • Custom modules not showing in developer console

                                                                                                    I'm trying to create a custom summing function for a custom module I made in my CRM. When I go to create the function, my module isnt showing up. Do I need to share the custom moldule with my developer console or something of the like?
                                                                                                  • Chart with Filtered Data vs Unfiltered Data

                                                                                                    I am looking to create a chart view that displays the full data set vs a subset of the data filtered by user filter. However I do not seem to find any method by which to exclude a plot from the applied filter or any other method by which to display the
                                                                                                  • Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM

                                                                                                    Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos
                                                                                                  • How to get the Dashboard page to be the first page when you open the app

                                                                                                    So when it opens on a tablet or phone it opens on the welcome page, thanks.
                                                                                                  • Integration between Zoho CRM and Zoho WorkDrive

                                                                                                    I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf
                                                                                                  • Tip #17: How to mandate partial payment for your appointments

                                                                                                    When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
                                                                                                  • Why option for 'include form submission in the body of the email' check box is missing

                                                                                                    Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in
                                                                                                  • Mozilla Vault extension will not Unlock even once.

                                                                                                    I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did
                                                                                                  • Unable to Download CRM Contact Data: WorkDrive Integration Issues

                                                                                                    ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues
                                                                                                  • Sort mail by name and subject

                                                                                                    I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?
                                                                                                  • Zoho Creator monthly roundup - September 2024

                                                                                                    Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing all
                                                                                                  • Kiosk Studio Session #1: View paid customers in the same industry

                                                                                                    Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out
                                                                                                  • Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

                                                                                                    Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not
                                                                                                  • "Send with Zoho Sign" broken

                                                                                                    Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send the
                                                                                                  • Not able to change colors help center

                                                                                                    Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?
                                                                                                  • Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge

                                                                                                    Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=
                                                                                                  • Kaizen #166 - Handling Query Variables in Zoho CRM

                                                                                                    Hello, Code Enthusiasts! Welcome to another week of Kaizen! This week, we'll dive into handling variables in Zoho CRM Queries and see how they can be deployed in Kiosk to dynamically retrieve data. This technique is especially useful for integrating data
                                                                                                  • Automate User Invitations on Zoho Desk with API

                                                                                                    Automate User Invitations on Zoho Desk with API Hello Team, We are excited to announce that you can now automatically invite users to the Zoho Desk portal using the API! ### How It Works For example, when a contact is created in Zoho Desk and you enable
                                                                                                  • Next Page