Paypal integration

  • Profile Image
    MrB
    Asked on June 07, 2011 at 06:11 AM

    Hi, we're looking to utilise Paypal into our forms for which we already have an account.

    A quick question.... some customers abort their transaction for various reasons - to buy at a later date for example, go for a coffee etc .

    It's important however that we at least get their contact details for future promos etc and to tempt them back. Is there any way to do this...i.e to capture their name & email address even if they abort the eventual transaction?

    I thought that we could have 2 forms (the first would be simply for registering their details) which then auto redirects to the 2nd where they can then choose a product to order and pay via Paypal. At least from the 1st form we'll have their details. (although if they revisit at a later date they will have to re-enter their details, which is not a major problem). Is this doable? or will this present problems of any kind.

    i.e. - If there is a time lapse of even a few minutes between filling out the 1st and the 2nd forms, and we get other orders in that time, it will play havoc with who has ordered what!

    Look forward to hearing from the Jotform experts shortly!

    Many thanks

     

  • Profile Image
    liyam
    Answered on June 07, 2011 at 11:24 AM

    Hello MrB,

    Thank you for posting your inquiry.

    You are in luck because Jotform works the way how you hoped it to be.

    You can add a Paypal field where you can add your products and use your form as a payment form.  This is located under Payment Tools, on your left panel of your form editor (see image below)

    You can choose between Paypal or Paypal Pro (Paypal website payments pro), depending on what type of account that you have.

    The Payment Process

    When someone fills up and submits your form, the submission will be saved immediately but will be listed as a pending submission while the user is redirected to the paypal website to complete the payment process for his purchases. 

    When he finally completes his submission, the information he submitted will then be included in your submissions list.  But, if he abandons payment (submitted his form but did not push thru with paying thru Paypal), the submitted data is stored in your pending submissions list. 

    You also have control whether to view the details of the pending submission, delete the pending submission, or complete the submission manually.  Once you complete the submission, it will be treated as one completed payment submission.

    Note: Submissions that have been pending for more than 30 days will be automatically deleted

    To view your submissions

    1. Click on the form in your list of forms (My Forms page). This will highlight the form and the Submissions link will show above.  Click Submissions to go to the next page

    2. You will then see the Pending Submissions link just below the title of your form name prefixed with Submissions:

    3. After clicking the Pending Submissions link, a pop-up will appear and you will see the pending submissions list. (click the image to view it larger on a new window)

    You can know more about setting up your paypal payment form on this link: https://www.jotform.com/help/50-PayPal-Forms.

    I hope you find this information useful.

    If you have suggestions, other questions, or concerns, please do let us know.  We'd be glad to hear from you.

    Thanks,

    Liyam

  • Profile Image
    MrB
    Answered on June 07, 2011 at 12:31 PM

    Hi Liyam, thanks for your prompt and comprehensive reply.

    I have one more question re this process. Our forms require that the customer sends us some files. (images, pdfs etc). Will this have any effect on the process?

    Am I right in thinking that the user can fill out a form, including uploading these files, then go to Paypal, not go through with it, and all this data(including uploaded files) will still be shown in the pending submissions list?

    Look forward to your reply.

    Many thanks

    Mr B 

  • Profile Image
    liyam
    Answered on June 07, 2011 at 01:15 PM

    Hello Mr B,

    It will somehow have some effect in the process.  What I mean by this is that once you receive a submission and it stays as Pending, you will be able to see the information including the filename(s) uploaded but it's not downloadable / viewable.

    You will only be able to view/download the file once you manually complete the submission.

    Hope this helps.

    Warm regards,

    Liyam

  • Profile Image
    MrB
    Answered on June 07, 2011 at 01:21 PM

    Hi Liyam thanks again.

    Last question, so just to clarify, there will be no difference in the user experience?. i.e they won't have to re submit any data or refill sections of the form. The only action is required at our end to retrieve/download the pending submission to turn it into a full (completed) submission. Is that right?

    Mr B

  • Profile Image
    liyam
    Answered on June 07, 2011 at 01:53 PM

    That's correct.  Once they have made a submission and abandons it, they don't have to fill up anything again for you to get the information.  Just complete the pending submission and it will go to your completed submissions list. Then you can view the images and/or download the pdf files.

    Please also take note that once you completed one submission from the pending submissions list, it is considered as one payment submission from your monthly submission quota.

    If I'm misunderstanding your inquiries, just let me know.

    Feel free to share your thoughts and what your plans are with your forms, maybe one of us in the support group could help you provide better solutions in utilizing some of Jotform's features.

    Thanks and warm regards,

    Liyam

  • Profile Image
    MrB
    Answered on June 07, 2011 at 02:29 PM

    Hi Liyam, many thanks again. That's good. Looks as though it can fit our purposes then.

    I'll get this set up shortly.

    Many thanks.

    Mr B