Price plans & Payments

  • Profile Image
    RM21
    Asked on June 09, 2021 at 06:13 AM

    Hi!

    We got 4 price plans for our company, in which customers can select some upgrades. These upgrades are grouped into product categories.

    We want two types of price plans:

    1. one time fee (1-year)
    2. subscription (every month)

    What we want:

    Customer can click in the form on one of the two price plans (yearly or monthly). Once the customer choose one of those price plans, the form will expand, based on set-up conditions.

    But, is it possible to integrate two types of product lists as well (1 for yearly payment, 1 for monthly payment) with all upgrade options embedded?

    See below how it looks like. In that case that is possible, which of the payment provider, should we choose in order to adapt to the chosen price plans?

    Currencies

    How do we show multiple currencies? € or $ ?

    Thank you!

    1623232100_60c08e64d1198_

  • Profile Image
    Anita_K
    Answered on June 09, 2021 at 08:08 AM

    Hi,

    thank you for your message. When you set up your payment processor to sell subscriptions you will be able to set the subscription period and the number of payments for each product separately.

    1623240252_60c0ae3c0448d_

    This means that creating a month-to-month and a one-time yearly payment option is easy to achieve.

    How to setup recurring payments

    If you want to have two product lists for different options, you can achieve that with the method described in this article.

    It means creating them on separate forms and using the iFrame Embed widget to embed it into the form. This is also the way you can allow multiple currencies.

    I hope this helps, please let us know if you need further assistance.

  • Profile Image
    RM21
    Answered on June 09, 2021 at 08:34 AM

    Allright thank you for your information.

    Last question:

    When i create forms with different currencies to select, is this connected to the check-out?

    For example, 3 currencies to choose from:

    Euro, U.S. Dollar, CAN Dollar.

    The customer selects U.S. Dollar. The U.S. pricing list will pop-up. When the customer wants to pay for the service, does provider knows that the prices on the pricing list will be maintained?


    Thank you!

  • Profile Image
    Anita_K
    Answered on June 09, 2021 at 09:46 AM

    Hi,

    yes, the currency is connected to the Product List/Payment Integration. So the information will go through to the provider with the correct currency.

    If you have three currencies, you can set up a multiple payment form where you embed the three Product Lists with three different currencies set up, and conditionally show them based on what currency the customer selects.

  • Profile Image
    RM21
    Answered on June 09, 2021 at 10:34 AM

    Hi,

    Thank you for your reply. I'm still trying to get the form working.

    Please take a look at the form. MAIN YEARLY form Plan: Starter (jotform.com)

    Our process is as follows:

    1. Select the currency: only Canadian DOLLAR (CAD) is working right now from the list!
    2. Select the plan
    3. Full in name, address
    4. Accept the terms & conditions
    5. pay

    Is this possible?

    Because I can skip the payment section right now. I can not see where i can mark it as 'required'. Because now, after submitting, the payment doesn't start. It only says 'thank you'.

  • Profile Image
    Anita_K
    Answered on June 09, 2021 at 01:56 PM

    Hi,

    I have checked the form. It is important that you put the embedded Payment Form to the very end of the form and remove the submit button from the main form.

    The reason for this is that the customers need to use the submit button that is embedded with the Product List in order for the payment to go through.

    Similarly, you can mark the payment section as required on the embedded Payment Form. So you would need to go into the editor of the Payment Form and mark it required there.

  • Profile Image
    RM21
    Answered on June 10, 2021 at 03:41 AM

    Hi,

    Thank you for your reply.

    It is very important to us that the customer first can configure the products, before signing the contract and provide their name/address and so on.

    There is no way to seperate this?

    1. Configure products
    2. name, address
    3. Sign contract
    4. Payment method
    5. Pay

    OR

    1. Configure products + payment method
    2. name, address
    3. Sign contract
    4. Pay


  • Profile Image
    ashwin_d
    Answered on June 10, 2021 at 06:37 AM

    I did review your form, and you have embedded your payment form in an iframe. This flow will not work for you, and it will create more confusion for your user as they have to submit the payment form and the main form separately. If you are expecting that when the main form is submitted, it will also submit the embedded payment form, it will not work that way.

    I would suggest you to build master form with just one field i.e "Show prices in" and then in the payment form, you can add all the process to collect all data and signature. That means you need to build multiple payment forms with all desired fields that you want to collect from the user. You can then embed those form in your master form and display respective payment form based on the user's price selection.

    Unfortunately, I do not see any other option to achieve your requirement without asking user to submit forms multiple times.

    Hope this helps.

    Do get back to us if you have any questions.

  • Profile Image
    RM21
    Answered on June 10, 2021 at 09:08 AM

    Hi! Thank you for your reply.

    Could you please explain me this part:

    'You can then embed those form in your master form and display respective payment form based on the user's price selection.'

    So, i have to make 1 main form with just 1 question: show prices in (6 choices)

    I have to build 6 seperated forms containing product lists, because I can put just 1 product list per form.

    How do i link those 6 seperated forms with the main form with conditional logic? I need 6x iFrame widget in 1 form?

  • Profile Image
    roneet
    Answered on June 10, 2021 at 09:59 AM

    What I would suggest you build one master form with details like

    1. Name, address.
    2. Sign Contract.
    3. Choose currency.

    Then you can add different Thankyou redirect conditions.

    For example,

    if they choose USD then configure the USD currency product form.

    if they choose CAD then configure the CAD currency product form.

    Guide: https://www.jotform.com/help/317-change-thank-you-page-url-based-on-a-condition

    You can configure 6 redirect conditions one for each currency form. When the user submits the form they will be redirected for payment to the corresponding form.

    Let us know if this would work for you.

    Thanks,

  • Profile Image
    RM21
    Answered on June 11, 2021 at 03:18 AM

    Hi,

    Thank you for your reply.

    This won't work for me, because this is not according to our process.

    1. Select the currency
    2. Configure products + payment method
    3. name, address
    4. Sign contract
    5. Pay



  • Profile Image
    ashwin_d
    Answered on June 11, 2021 at 04:31 AM

    In that case, here are the steps you need to follow:

    #1. Build one master form in which you will have only one question, "Select the currency".

    #2. Build a separate form for each currency with the desired form fields as per your process, i.e. Configure products + payment method, name, address, Sign contract, Pay

    #3. You can then embed all the forms you built for different currency in the master form using "iframe Embed", where the user selects the currency.

    #4. You can then add condition in form to show the appropriate iframe embedded form based on the user's currency selection.

    Hope this helps.

    Do try it out and get back to us if you have any questions.