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How to integrate GoCardless to your form?

How to integrate GoCardless to your form?

GoCardless is creating a new international payments network to rival credit and debit cards. It's ambition is to break down barriers so businesses can quickly and easily take payments from anyone, anywhere in the world. You can learn more about GoCardless here.

gocardless_logo

JotForm's GoCardless integration allows you to collect subscription payments from your customers via mandate creation.

How does JotForm's GoCardless Integration work?
A new Direct Debit Mandate are created for each submission and then a subscription related to that mandate is initiated. So there is a one-to-one relationship between mandates and subscriptions. Please keep in mind that it is not possible to move your existing mandates to JotForm's GoCardless integration.

How to integrate your forms with GoCardless?
1-) Create a new form and open the form builder.
2-) Click "Add Form Element" button from the left side.

add-form-element

3-) Navigate to "Payments" tab, find GoCardless from the list and click on it or drag&drop it to your form.

gocardless-integrations-list

4-) When the integration is added, the right panel will be opened by itself. You can also open it by clicking the magic wand icon.



5-) From here, choose the currency you would like to take your payments in and choose sandbox mode if you want to test your integration, then hit the connect button. Then login to your GoCardless account or sign up for a new account.

gocardless settings

6-)  When you are done, the button text will be "Connected!". Make sure that your account is verified before moving on. Then hit the green continue button.

gocardless connected

7-) You can add new subscriptions and customize them at this point. Make sure to save your changes when you are done.

gocardless subscription settings

How does the payment process look like?

When the form user selects a subscription and submits the form, they will be taken to GoCardless' Mandate Creation page. 

mandate-creation
Note: If you are testing the integration, here are is an example below for this stage.
First Name: Elizabeth / Last Name: Smith / E-mail: elizabeth@example.co.uk / Sort Code: 200000 / Account Number: 55779911 / Billing address line 1: Jersey Street No1. / Town or City: Liverpool / Post Code: L1 0AF / For detailed info for testing, you can check this page.

After they complete steps at this stage successfully, they will be taken back to JotForm. A subscription will be created related to the recently created mandate, then the thank you page will be displayed to the user.

How is the payment information presented?

You can see the payment details in your submissions page like this: 

submission-details-gocardless

You can also see the related submission ID and the form ID in your GoCardless dashboard.

gocardless dashboard subscription

If you have any questions or suggestions regarding JotForm's GoCardless integration, feel free to share them in the comments below.

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2 Comments...

  • nieburg

    Hi,

    I have just integrated my GoCardless account which is great, but there seem to be a few limitation that don't seem be available.

    Our subscriptions are not one set fee and change based on the number of people within that subscription and how many times they attend our services per week. I have managed to add a "Form Calculator" to calculate this based on their slection in other feilds, which is great.

    However... our subscriptions are offered based, and we give our customers the option to subscribe with an offer. Depending on the year it could be one month free, 50% off first month or even 50% off undtil a certain date (we are currently offer 50% off until April 19).

    The questions I have are:
    Is there a way within the "Form Calculator" to calculate not only the amount of people and times they attend per week, within one direct debit mandate (which I have figured out), but then calculate in the discount from the offer they choose?

    For example our stanard monthly ongoing fee is £26 on the 1st of each month. We currently have 50% off until 1st April and want to charge them the total amount between now and 1st April in a one off payment, and then have the ongoing subscription start from 1st April. The payment would be £39 one off now, and then £26 ongoing from 1st April.

    Is this possible?

    If not, the only other way I thought it could be done is if the GC integration was set up to delay the start of the subscription to the 1st April and then my team manually go into the GC dashboard and add a Ad-hoc payment.

    Is there a way to delay the start of the subscription?

    I hope this all makes sense, and look forward to hearing from you.

    PS, I also agreewith leejohnsuter's comments, as this is related to my delay start of subscription.

    Thanks,
    Ed

  • leejohnsuter

    Hi,

    This is great news however please can you add the option (which GoCardless offers when setting up a plan) how many payments are to be made also the choice of 'Take payments as soon as possible' or 'Take payments on a specific day of the week'?

    Thanks,
    Lee