Payment Integrations: How to add coupon codes on "User defined amount" payment type?

  • Profile Image
    NStarOrchard
    Asked on March 29, 2017 at 04:55 PM

    I'm building a form called "Cooking Class Registration Form". I only have a couple of class options listed at the moment. There will be 12 or more.

    I'd like for people who sign up for multiple classes to receive a certain discount. I keep looking at some of your pages about 'payment options' and 'coupon codes' and such. They all refer to visuals in the Payment Form which I"m not seeing in mine currently.

    How can I get my form to show some of the things like I'm seeing on:

    https://www.jotform.com/help/233-How-To-Add-Coupon-Code-in-the-Payment-Form

    or

    https://www.jotform.com/help/225-How-to-Add-Options-to-Payment-Forms

    OR...

    Is there a better way for me to set it up so that if someone signs up for, say, 5 classes, they can get 1 class free or a $30 discount or a % off?

     

    Thanks!

  • Profile Image
    Kevin_G
    Answered on March 29, 2017 at 07:14 PM

    I've checked your form and I can see you're using the "User defined amount" payment type, do note that this type does not support the same options like the "Selling products", if you would need to set coupon codes and see the other options in your payment integration you will need to switch to that payment type. 

    You will need to manually set up your coupon codes and perform calculations to apply the discounts, to achieve it you will need to add conditions. 

    For example, on a cloned form of yours I have added two fields, one that will ask for the coupon code and other to get the discount to apply. 

    Then with conditions you set the value to be discounted: 

    The final step is to include the discounted value in the calculation for your total. 

    If you enter the code DS10 on my cloned form then "10" will be discounted from the total, you can see it working here: https://form.jotformpro.com/70877359534974 

    Also, I can see you have some conditions with missing fields, please either disable or delete them in order to avoid conflicts with your current conditions. 

    Hope this helps. 

  • Profile Image
    NStarOrchard
    Answered on March 30, 2017 at 10:46 AM

    I'm still having trouble here.

    When I try and set the Payment Type to "Sell Products", it is insisting that I list products there and won't show the "Total Payment" field unless I do so.

    However, if I do that, I feel like I'm making people choose things twice... once when they tell me how many are coming (so we can make sure not to overbook), and then once more in order to pay. Can't that be combined somehow? So that they tell us how many are coming for a class and it calculates the total based on that?

    I understand all the other instructions, but am still stumped with how to count down quantity and charge without making people do something twice, which is just inviting error.

    Screenshot below

    Thanks!

  • Profile Image
    Kevin_G
    Answered on March 30, 2017 at 12:17 PM

    Yes, you will need to set up your products in the payment integration, there's no way to connect both. 

    If you want to set the integration to sell products then you will need to get rid of the "Which Class(es?)" field and the widgets related to it. Here's also a guide that will help you to set up the products in the payment integration: https://www.jotform.com/help/165-Setting-Up-Your-First-Order-Form 

    If you need to keep these fields then you could follow the steps I described above to set up coupon codes and apply discounts.