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  • Profile Image

    How to Automatically Process and Confirm Payments Online

    Asked by Sharon Clarke  on November 10, 2015 at 05:19 PM

    Aweber recommended you to me.  They said you could help us with our situation.

    I am involved in a business called Elite Options.  There are 4 methods of payments available for the participants to choose from namely paypal, bank to bank transfer (bank wire), postal money order or direct payment (not online payment) through Wells Fargo.  Their website is blessingsgalore4all.com. You can take a look at the form which was set up with Aweber to get a better sense of what we are looking for.  I could not do a screenshot because the form is too long.

    The way it is set up is awkward to say the least.  The participant fills out his/her personal information and method of payment.  Once that is complete, they submit the form and a confirmation email is sent to the participant's email confirming that the information has been received.  Now, since Aweber does not provide a field where a copy of the receipt can be downloaded as a proof of payment, the participant must send the proof of payment as an attachment in a separate email (they can text in the receipt as well) to the head of the organization.  She then confirms payment on a database she has prepared on each of the members.

    This is a two parter operation.  Would it be possible to totally automate this so that the system processes and confirms payments as well as list the members on a database with details of their payment in one operation?  

    Right now, the head of the organization has to confirm each proof of payment coming in through her email.  It is a monumental task as you can well imagine which is going to become worse as membership increases.  Already she pulling all nighters to process everyone.  It is going to get to the point that she won't be able to handle it.

    I know there is an easier way of doing this.  I just hope you have a solution.  If you can assist us with the form and connecting this form to Aweber that would be great.  Also, if there is a fee, please let me know.  It is worth it if the operation is made virtually "hands free"  once it is set up.  

    If you can help or know of anyone who can help, it would be greatly appreciated.  Could you let me know as soon as possible.

     

    Regards

    Sharon Clarke

    tryhelpingothers@gmail.com

    403 402 4673

    payments online
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    JotForm Support

    Answered by Welvin on November 10, 2015 at 10:47 PM

    Hi Sharon,

    You can ask users to upload the receipt in the form. That is if the participants are required to pay first before filling up the form. But if you need to automate the process and allow users to submit the payment in the form, you will need to setup a payment options then give users the option to Pay online using Paypal and manual payments such as Purchase Order, Bank Transfer, Wire Transfer and etc.

    I have created this form: https://form.jotform.com/53135971419964 based on your Aweber form. You can clone it if you want to: http://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL.

    Now, you need the following:

    a. Integrate the form to Aweber: http://www.jotform.com/blog/50-Email-Marketing-Campaigns-with-AWeber-and-JotForm. If you want to get participants to your Aweber list.

    b. Autoresponder Email: http://www.jotform.com/help/26-Creating-a-Form-Autoresponder. If you want to send an automated email to participants right after they submit your form.

    c. Notification Email: http://www.jotform.com/help/25-Setting-Up-Email-Notifications. For you to get a copy of the submission. This is automatically created by default. But you can always create one by following the guide.

    The form above is assuming that participant has already submitted their payment and would want to you let you know.

    If you want to collect the payment in the form, let us know. 

    Thanks

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    Answered by sharon clarke  on November 17, 2015 at 03:31 PM

    Thanks Welvin for getting back to me as promptly as you did.  I am sorry I am only responding now

    since the business that I want automation for has tried a "google form".  This form does not

    perform automation like you describe above.  First, you pay at the bank, get a receipt of payment,

    scan the receipt as proof of payment and then send this proof of payment in a separate email since the form does not provide a separate uploadable field to upload your receipt while you are filling out the form.  Once form is filled out, a little notice pops up saying confirmation receipt will be sent to email within 24 - 48 hours. 

     

    You offer a uploadable field which allows you to fill out form and provide proof of payment in one operation.  That is what I am looking for.  You also provide a follow up email within minutes not hours which serves as a receipt of payment.  This receipt contains the details of the transaction. 

     

    I am very interested in finding out more.  Can you phone me to iron out the fine details.  Also, I need to know the cost of this.  It will be well worth it, since the process will be totally an automated "hands free operation".  This is what I am after.  TOTAL AUTOMATION!

    Again, my name is Sharon Clarke and I can be contacted at 403 402 4673.  Please call me!

  • Profile Image

    Answered by Sharon Clarke  on November 17, 2015 at 05:47 PM

    Hi

    I sent an email earlier this afternoon.  See above.  I was wondering if you could hold off automating blessingsgalore4all.com because I have to pass this information on to the owner of this website for her to OK it.  When she gives the "go ahead" I will contact you.

    However, at the end of January many of us will be breaking away from blessingsgalore4all.com to form our own business.  I would like to automate my business because what you offer is exactly what I am looking for.  Automation is a must and a no-brainer.

    Thanks again.  Aweber gave me an excellent lead when they referred you to me

    Sharon Clarke

    403 402 4673

    tryhelpingothers@gmail.com

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    Answered by Ben on November 17, 2015 at 05:48 PM

    Hi Sharon,

    Unfortunately we do not provide phone support at this time, but we would be happy to assist you over this thread instead.

    First, I would like to mention that up to 100 submissions (non payment submissions) are available to free plan per month.

    If you come close or over, there are other plans that you can upgrade to to match what you need. You can see them on our pricing page here: https://www.jotform.com/pricing

    Now if I understood you correctly, you actually need:

    1. upload field

    2. email autoresponder (email that is sent to the person submitting the form telling them that their receipt was received)

    3. email notification (email that is sent to you so that you know that a form was submitted)

    If that is true, you can see how to create upload form by checking out this guide: How to create upload forms

    Another guides that I would recommend:

    Upload Field Allowed File Types

    Changing the Upload Size Limit

    Now, you would also need emails, for which my colleague already gave links to, but here they are again:

    Creating a Form Autoresponder

    Setting Up Email Notifications

  • Profile Image

    Answered by Ben on November 17, 2015 at 05:48 PM

    OK. Thank you for the update Sharon.

    Do feel free to update us as soon as you know more or need our assistance and we would be happy to  assist :)

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    Answered by Sharon Clarke  on November 17, 2015 at 07:46 PM
    Hi Ben
    Thanks for getting back to me. One thing, I need clarification on. Does
    the participant get an actual
    receipt for the payment they made. The email autoresponder only
    acknowledges that their payment was
    received. Do they get a hard copy of their receipt for their records
    outlining the details of their transaction ie name, date
    amount paid, transaction number , etc.? I think this is important so that
    the participant has proof of payment
    should something go wrong down the road.
    Another point that I would like to inquire about is this. I am looking for
    the three things you mentioned in your
    email to me i.e.
    1. field to upload receipt
    2. email autoresponder to participant
    3. email notification to me informing me that participant has paid
    The fourth thing I want is the form to be integrated with aweber and that
    all new participants are added to
    my list. Welvin mentioned this in his email
    Lastly, if I understand this correctly, I have two options.
    1. The participant can pay offline before filling out the form and then
    upload the receipt as proof of payment.
    or
    2. The participant can pay online, in which case, the payment options will
    have to be set up. I will need your assistance
    with setting up the payment options which is not explained above.
    The second option is the preferable option because the whole process is
    automated. But either option will work
    because, in both cases, a email autoresponder and an email notication will
    be sent out. Also the participant will be automatically added to my aweber
    list if they are not already on the list
    Is that right?
    ...
  • Profile Image

    Answered by Sammy on November 18, 2015 at 01:38 AM

    1. There is the option to use our file upload field to upload the receipt to the form.

    2. The email autoresponder and notification can be set up under the emails section.

    http://www.jotform.com/help/26-Creating-a-Form-Autoresponder

    http://www.jotform.com/help/25-Setting-Up-Email-Notifications

    3. We do have the option to integrate to aweber, this can be accessed using the integration section.

    You can use form conditions to show the payment if the participant selects the online pa,ment options

    http://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic

    If you require the participant to pay online you can use several of our PayPal payment widgets, kindly refer to these guides for more information.

    http://www.jotform.com/help/chapter-7-Payment+Forms

    http://www.jotform.com/help/50-PayPal-Forms