Tip of the fortnight 8 - Streamline your payment form's checkout process for improved conversion
Hello fellow form builders,
Successfully processing payments without you even having to enter a line of code, we are payment forms ready! Are you? Before adding a payment field in your form and calling it a day, it's important to consider the negative impact that complicated and poorly designed payment forms can have on your conversions.
In today's market, customers expect the ability to easily make payments as soon as they are done adding items to their cart. Based on the above stated facts, making the payment checkout process straight forward and easy-to-understand will clearly improve your conversion rates. Whether it's a small business that wants to build their own e-commerce payment form or a newsletter subscription form to collect monthly payments, if you're not making the steps easy, you're not making money!
We will be discussing various use cases and best practices that you can follow for designing your payment forms in our upcoming fortnight series. The first series, today, is about creating a workflow to accept payments based on the options your customers select. Let's get into it!
No customer is alike. Keeping the customer's experience in mind, streamline the checkout process for your forms by creating a workflow that populates the payment field with an amount based on the customer's selection. This dynamic workflow ensures that your customers are checking out from your form with a correct payment amount. I will illustrate the two scenarios you'd face while creating a simple or a complex order form, booking form, gym membership, newsletter subscription, or event registration, etc.
Collecting payments based on user's choice
For a form where only a field's selection of your customer is going to decide the payment, you can automatically prefill the selected option's value as the payment amount. Assume you have a
Newsletter
Subscription form where the customer needs to choose the subscription type and make the payment. When you list your answer choices (6 months/one year), you need to
assign values for each choice you've listed. These assigned values should be equal to the payment amount you want to collect. A quick tip I'll give you is to use only the
Radio/Dropdown fields to list your choices so that the customer is choosing only one option and not more than that!
When including the payment field into your form, choose this field as the payment amount as you configure it. Now when your customers choose a specific subscription type, the corresponding payment amount gets auto filled in the payment field! If you are selling a product, including images (use image choices field) can be a great way to interact with your customers and motivate them to check out! Assign values to each image as we discussed above, and later, in your payment field, you can configure that field as the payment amount.
Collecting payments based on a calculated value
The above discussed configuration is used only when the payment amount is based on a single field's choice. If you are creating a form where the total payment amount is going to be based on more than one value, you need to involve
calculations to work out the total value. For instance, let's look at an order form where the customer might purchase as many orders as they want.
Here, the Item and Quantity decides the payment amount. You can apply a formula for this using the
Formula field and choose that formula field as the payment amount. Let me show you another example where two orders are placed in a single form, i.e for a vase and flowers.
To sum this up for the total payment amount, you can enter the expression
Glass Vase total + Flowers total amount . Not only the fields can be involved in the calculations. You can also add numerical values as a part of the calculation as well. For example, when you want to add a
Shipping Charges (say, $20), for any subscription plan they choose, you can frame the expression as shown below.
That's a wrap! Check out our different
payment options and the configuration instructions to get started. Do you have anything else to add? Comment 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 .
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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 aTip #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 CRMTip #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 outZUG (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 theTip #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
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