Is it possible to collect form data separately from payment data?

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    loganpeakdental
    Asked on January 05, 2018 at 10:16 AM

    I want to be able to send an auto-responder to our clients, but realize I can't do it with an encrypted form... so I was curious if there was any way to split this up at all?  Having the client data on one page and the payment on another... but still being able to send an auto responder that doesn't contain any of sensitive payment info?


    Thanks for your help!



    -Bodie

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    david
    Answered on January 05, 2018 at 11:20 AM

    Payment data is only passed to the payment processor.  Any sensitive data like credit card numbers is not passed in emails or stored on JotForm.  Is there anything specific you are trying not to pass to the user?  Most things can be removed from the body of the email manually:

    https://www.jotform.com/help/430-How-to-Edit-the-Email-Template-for-Notifications-and-Autoresponders

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    loganpeakdental
    Answered on January 05, 2018 at 11:23 AM

    Thanks David!  My problem is we are using authorize.net and I thought it was required for us to make the form encrypted.... is this not the case?  If the form is encrypted, we can't use the autoresponder to create a "receipt" for the customer...


    Just trying to wrap my brain around how we can do this....  Please advise :)  Thanks!

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    david
    Answered on January 05, 2018 at 11:27 AM

    No need to use encryption when using any of our integrated payment processors.  The data is sent encrypted to the payment processor.  It is definitely not a requirement to use encrypted data when processing payments.  The only thing stored on our end is the transaction ID and total.

    In your case, I would remove the encryption and send the autoresponder emails.  There is nothing in your form, as far as I can tell, that would require the use of encryption.  

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    loganpeakdental
    Answered on January 05, 2018 at 11:33 AM

    You are a gentleman and a scholar David.  Wow.  This solves a lot of problems.  I don't know why I didn't know this wasn't something we had to do.  Thank you for your great response.  This will eliminate a lot of headaches now.


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    david
    Answered on January 05, 2018 at 11:47 AM

    Thank you for the kind words!  Usually encryption is only necessary if you are collecting things like social security numbers or personal information.  Any transactions done through are payment processors are encrypted by the payment processor.