Payment Conditions and use of iFrames - Is there a better way?

I think JotForm has a real opportunity here.  I have events, much like other groups and organizaations, that have reoccurring meetings.  We have members and guests attend with different pricing.  We have late fees after the registration deadline. We have the option to pay by credit card (PayPal) or at the door.  Lastly, we have also have members and guest that prepaid for the entire year and need to only confirm their seat and meal choice.

 In everything I searched, the only way to achieve having members or guests register correctly is to use iFrames.  However, this means I need multiple frames.

Member PayPal registration - before deadline

Member PayPal registration - after deadline

Guest PayPal registration - before deadline

Guest PayPal registration - after deadline

Member at-door registration - before deadline

Member at-door registration - after deadline

Guest at-door registration - before deadline

Guest at-door registration - after deadline

Members or Guests registration only - prepaid.

Now, I have to create 7 conditions for each meeting date.  Before the deadline period, during deadline period, after deadline period to cover the year.  The group meets quarterly.

Each frame will create a different set of submissions.  This will be an event tracking nightmare.  there is no way this will work to support the hospitality, reservations, and finance teams and ensure coordination.

Worse, after I created all the payment fields as recommended earlier, I now have to redo everything, because the only information given is the payment and the thank note is embedded in the form. So, I think I have to rebuild entire forms to embed. This is not a clean checkout process as it does not redirect the user to a new Thank you page or check out page.

There has to be a better way.  This type of payment and registration sequencing is very common and I have seen several posts on the issue. 

Please review what I have - https://secure.jotformpro.com/form/50896547305968

I am hopeful I have it wrong and there is something I am missing.  Any support, recommendations, or solution is greatly appreciated.

Thank you,

Hi,

I believe you are on the right track, but I do agree that having multiple checkout forms and embedding them on an iFrame would indeed be hard to track.

Now, this is what I can think of:

1. Instead of multiple payment tools, just use two, that would make your tracking much more easier because sets of submissions are divided only into 2 (Paypal/Credit card or Check/COD).

2. How would you categorize each of your member and the pricing? What you will need to do is convert your checkout process into plain text input fields, then add value on them and pass it on the custom total field in your payment tool.

Here's a guide on how to pass the custom value to the payment total field: http://www.jotform.com/help/275-How-to-pass-a-calculation-to-a-payment-field 

Here's how I will do it, although this might not be as detailed as possible but I hope it helps.

1. Convert the following checkout process:

Member PayPal registration - before deadline

Member PayPal registration - after deadline

Guest PayPal registration - before deadline

Guest PayPal registration - after deadline

Member at-door registration - before deadline

Member at-door registration - after deadline

Guest at-door registration - before deadline

Guest at-door registration - after deadline

Members or Guests registration only - prepaid.

Convert them into plain field inputs. In this case use check boxes (select options) and text boxes (for quantity).

2. After that, you can assign values on those check boxes by following this guide: http://www.jotform.com/help/301-How-to-Assign-Calculation-Value. Using the conditional logic you can multiple the quantity field to the selected check box option.

3. Each Plain Check Out portion will have a total field but will be hidden, think of it as a temporary storage for the initial total.

4. Now you'll just need to set the conditions just like you did previously to show the plain check out process section by section. And then pass the hidden total field to the Payment tool that was selected.

Below is a screenshot sample of what I meant, in this case I will use plain text boxes because we have quantity field.

The form calculation widget will be the hidden total field for my plain "Member Check Out" section.

This is what's inside my form calculation widget:

You can see the sample form here: http://form.jotformpro.com/form/50915210071947. Only the plain "Member Checkout" is available, although I haven't added a payment tool to pass the value on the total field.

I hope it's not that confusing. Do let us know if you need more clarification on this.

Kind regards.

If I understand correctly, I will convert all payment categories to plain text.  The calculation field will be passed to the one payment type eliminating PayPal and Purchase Orders.  I can use all conditions based on member or guest, registration deadline, or prepaid. When going through the PayPal checkout, if there is $0.00 for the prepays or pay at-door, the form will be directed to the Thank you page?  This approach will result in all reservations being collected in one database.

I'll start working on it and report back.  It sounds like it might work.

Thanks,

Hi,

Yes that is correct, although I believed I made a confusion when I said you can use the "check boxes", in my sample form I've only used the text boxes instead, it's much more simpler.

For the Payment method, I'm not sure how you would like to process it but what I can think is that you just divide them into what kind of payment to be used so that you can track them.

Example I'll have Paypal and Purchase Orders. You can follow the basic guide here on how to setup multiple payment, which I believe you are already familiar: http://www.jotform.com/help/182-How-to-Create-a-Basic-Multiple-Payment-form.

This won't be that difficult to track because they are still organized. 

Another case, does the payment "Check or At Door" needs an online payment processor in your end? I'm guessing this is just manual? Because you mentioned that it will be directed to the "Thank You" page? If that's the case then the only Payment tool that you need to integrate is Paypal and nothing more, if the Paypal total field is "0" or none then it will not be directed to the Paypal gateway.

I believe you have already figured out these things.

Do let us know if you need more information on this. 

Kind regards.

Hi Charlie,

Yes, that is my thinking.  That if there is a $0.00 value, then it should not go to the PayPal gateway.  This means that the tracking issue is solved because all reservations will be in one database.

I imported your form and see how you did the individual text boxes. I can accomplish the conditional logic in the same way as I did with the payment tools  However, is there a to use this approach with checkboxes? I understand the simplicity of the text boxes, but just wondering if it is possible.  

Lastly, is there a way to widen the textbox label size so that if it is aligned left, the quantity would be on the same line?  I think it will look a lot cleaner.

Thanks,

Hi,

It's possible to use the checkboxes but it would be quite hard to match it with the quantity field. This involves styling and how the value of each option will be matched to specific quantity field. 

For the styling of the labels, we can easily change it using custom CSS codes, screenshot below is an example. Just navigate to the icon "Designer" in your form builder. Inside the form Designer, double click the part that you would like to change the width, in this case the text box label and the quantity text box.

If you need more help on styling the form we could assist you on that. But for the check box and the quantity field working together, I believe this needs a more complicated workaround, I'll try to look at it and will let you know I have something that is feasible.

Kind regards.

Hi Charlie,

I applied the solution to another form because it does not require the complex conditional logic.  The solution you recommended addressed the multiple checkout requirements and different pricing.  Adding the conditional logic to prompt the user and navigate was fairly simple in this case and it helps making the form less cluttered.  Lastly, the issue of tracking is resolved by not using iframes.  I am working on the original form that prompted that question and will post when I have that completed. 

Thanks!

Thank you for letting us know that our colleague Charlie's solution is of help.

Don't hesitate to contact us anytime should you require further assistance.

Since your latest inquiry was about a different issue, I have move it to another thread here 

http://www.jotform.com/answers/546488

we will attend to it as soon as we can.

Cheers!

Thank you