How to integrate Square payment with promocode

  • Jaeger_Valerie
    Asked on June 25, 2022 at 9:09 PM
    I created a coupon FREEPROFILE but don't see how clients can apply it, and i chose 'square' but how do i link my bank account to accept payment
  • Lesther JotForm Support
    Replied on June 25, 2022 at 9:54 PM

    Hi Valerie,

    Adding a promotion code is not available with the Square payment. But I can help you with the workaround. We just have to change the payment type to User Defined Amount, add a Form Calculation widget, and add a Short Text field to accept the code.

    1. Add Short Text field. 1656207424 62b7b8408aee2  Screenshot 10
    2. Add Image field. Since the price is fixed at $75.00, I've added an Image field to display the product. 1656207511 62b7b89715a8c  Screenshot 21
    3. Add the Form Calculation widget. Set this to hidden to hide it from the customer.1656207536 62b7b8b0a831b  Screenshot 32
    4. We will change the Payment Type to User Defined Amount. Click the Payment type and select the User-Defined Amount. Scroll down, click the Get Price Form and choose the Form Calculation widget. 1656207585 62b7b8e189e1a  Screenshot 43

    Lastly, we will add the Update Calculate Condition to calculate the total amount if they enter the promo code "FREEPROFILE".

    1. Click on the Settings and then the Condition on the left nav.
    2. Click the Update/Calculate condition.
    3. Copy exactly the condition statements shown below. This sample will deduct 20% from the price if they enter the promo code that matches "FREEPROFILE". If it doesn't match or the no promo code is entered, the total amount will be at $75.1656208145 62b7bb117b512  Screenshot 541656208158 62b7bb1e55091  Screenshot 65

    Here's how the condition works: 1656208341 62b7bbd58b92f  Screenshot 76

    Here's the sample form for you to test. It will not be passing the value to the Total Amount yet since it's not connected to Square, but it will be working as described if the form is connected with Square payment.

    Give it a try and let us know how it goes.

  • Jaeger_Valerie
    Replied on June 26, 2022 at 12:48 PM

    ok this will be great, but i can't find step one, where is that page or section you display in step one? I know i created it but now cant find it lol

  • Jaeger_Valerie
    Replied on June 26, 2022 at 12:51 PM

    this is what im staring at can you direct me from here?

    1656262288 62b88e901af4b Screenshot (67) Screenshot 10

  • Norwyn JotForm Support
    Replied on June 26, 2022 at 1:56 PM

    Hello Valerie,

    Thanks for getting back to us. You need to add a Short Text field to the form for the Promo Code. Here's how to add it:

    1. Click on the Add Form Element button on the left part of the Form Builder page.
    2. Under the Basic tab, look for the Short Text Field then drag it to the form.

    1656265686 62b89bd6719ab  Screenshot 10

    Then follow the rest of the steps my colleague provide above.

    Reach out to us again if you need more help.

  • Jaeger_Valerie
    Replied on June 26, 2022 at 2:22 PM

    I don't know if you can tell but I need a bit of hand holding, previous support responses has been very step by step with video which is why im using you guys. Please help me with some step by step. I'm not onto step two, I added image field like I was told above but my screen looks nothing like his. Here is what I'm now staring at and I think I need a new set of step by step directions to help me complete this. Thank you so much...


    1656267767 62b8a3f70e4ec Screenshot (69) Screenshot 10

  • Collin_S
    Replied on June 26, 2022 at 2:54 PM

    Hi Valerie,

    I apologize for the confusion. In order to use the square payment gateway, you would have to sign up with Square on this page but because you would like to use a coupon code I would suggest signing up with another payment gateway. That would make things easier to set up the coupon code. I can recommend the Stripe Payment Gateway. Once you have a Stripe account from their website we can work on integrating Stripe into your form and walk you through setting up the coupon code.

    Once we hear back from you, we'll be able to move forward with a solution.

  • Jaeger_Valerie
    Replied on June 26, 2022 at 5:20 PM


  • Jaeger_Valerie
    Replied on June 26, 2022 at 5:30 PM

    ok i have stripe, can u help me get this set up?

  • Jaeger_Valerie
    Replied on June 26, 2022 at 5:49 PM

    I DID IT!!! CONNECTED WITH STRIPE AND ADDED COUPON!!!!!!