- milbraAsked on May 25, 2014 at 12:41 AM
General information about what we're trying to accomplish with membership and registration:
1. There are 10 different types of membership.
2. People don't have to register at the same time they become members, but they can.
3. Registration fees are based on the type of membership they have.
I've been working on a form (http://form.jotform.us/form/41436499240154) to allow our users to pay memberships dues and, or, register for our annual meeting while the officers setup a PayPal account. Is there any way we can modify this form so the user can make the payment using Standard PayPal?
I also tried modifying the PayPal Payment Form Template (http://form.jotform.us/form/41426224001134), but I don't know how to handle the registration issues. Can I pass the membership value and total to another page to deal with registration? Ultimately, we'd like to receive reports showing all "products" ordered as well as the total.
Could you tell me which form would be the best to accomplish our goal, or make another suggestion?
- BryanPauloAnswered on May 25, 2014 at 01:54 PM
Thank you for contacting us.
Your current form (http://form.jotform.us/form/41426224001134) looks good for the job. All you have to do next is unrequire the paypent part so that users can either proceed with the payment or opt to do it in a later time. To unrequire the filed, right click the paypal field then select Required option (the one on the top).
You can create a separate form where you can direct your users once they're decided to subscribe.
Please let us know if this solution works for you.
- milbraAnswered on May 25, 2014 at 08:13 PM
If the user applies for membership (above page) the goes to the new registration page, will the membership information be trandferred to page 2? Will membership and registration information then go to the PayPal purchase form?
- JotForm Supportashwin_dAnswered on May 25, 2014 at 10:00 PM
I am not sure if I have understood your question correctly.
Yes it is possible to transfer the information from one form to another and also redirect to another form. We would like to understand your requirement a bit more in detail so that we can help you. Do you want your users to be redirected to registration page immediately after they submit the membership form? If you want them to go to the registration form at a later date also, it is possible to achieve. You will have to add a URL of your registration in the notification email template with URL parameters to pre-populate the fields. Please check the screenshot below:
The following guide should help you:
Redirect user to a another form: https://www.jotform.com/help/38-Redirecting-Users-to-a-Different-Page
Do confirm if this is what your requirement is and we will be happy to create a small demo for you.
- milbraAnswered on May 28, 2014 at 12:36 AM
Thanks for the help and sorry for the delay in getting back to you.
I took your advice and created 4 separate forms. For now I'm not using PayPal, just fields indicating the cost. I will link the forms and pass values after I hear back from you. Later hopefully I will be able to incorporate the PayPal features where needed. Hope this helps to clarify our goals and doesn't make things more confusing.
1. Personal Information (http://form.jotform.us/form/41457932196159)
- Users enter there name, address, and contact information and are then taken to the next form.
- Pass name and contact method (phone or email) to next form.
2. Membership Information (http://form.jotform.us/form/41458016417149)
- We 1st have to separate current members from new applicants. Existing members won't have to make a payment, but their membership type is needed to calculate registration cost later.
- Existing members must go to the Registration page.
- New members supply further information and select the type of membership they want. The membership fee is applied based on that selection.
- A register question is used to determine if new members wants to register at this time. If "Yes" then they will go to that page, otherwise, to Checkout page.
- Pass name and contact method (phone or email) membership type, new member, membership fee to next form.
2. Registration Information (http://form.jotform.us/form/41426818536156)
- Certain membership types are charged different registration fees.
- Some memberships offer a discount.
- Registration fees, discounts, and penalties are assigned based on the membership type and later, on date. Will be displayed in appropriate fields.
- Pass membership fee, total registration fee, and total amount owed to next form.
3. Payment Page (http://form.jotform.us/form/41467980744162)
- Make payment to PayPal.
- I'm not sure how to make the payment to Paypal, but for now this is what I have.
Thanks for the help and the patience all the JotForm support gives to the users.
- milbraAnswered on May 28, 2014 at 12:49 AM
Not sure if it will help explain what I want to do, but the basic all-in-one page (http://form.jotform.us/form/41455359071152) does what we want. Is there a way to send my calculated values to items in the PayPal Form Template?
- BryanPauloAnswered on May 28, 2014 at 05:04 AM
I can see on your form that you are already using conditional logic and have combined all your forms in one. Initially, your form does have the option to register and at the same time pay the registration fee or opt to skip the payment part by unrequiring the PayPal field.
Using condition logic on your "all-in-one" form, you will have the option to show/hide the PayPal field depending on the choice your user makes.
As for sending the calculated values to PayPal, you can do it by using the Form Calculation widget to calculate the total amount owed, Then on PayPal, choose the option "Collect Donation/custom Amount Payments" then uncheck the "This is a donation..." checkbox. Get the calculated value from "Total Registration Fee" then click next. This would automatically redirect the customer to Paypal page when submitted. See my example form below:
Please note that you cannot add more than 1 Payment gateway on a single form.
Let us know if you need further help.