How to integrate GoCardless to your form?
October 21, 2018
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.
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.
3-) Navigate to “Payments” tab, find GoCardless from the list and click on it or drag&drop it to your form.
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.
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.
7-) You can add new subscriptions and customize them at this point. Make sure to save your changes when you are done.
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.
Note: If you are testing the integration, here are is an example below for this stage.
First Name: Elizabeth / Last Name: Smith / E-mail: email@example.com / 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:
You can also see the related submission ID and the form ID in your GoCardless dashboard.
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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