Gravity Forms

• Please follow the documentation here to create a form https://docs.gravityforms.com/create-a-new-form/

• Click on ‘Forms->Click & Pledge’ to display all available forms
• Select the ‘Gravity Form’ to process then click on ‘Save’ button

From version 3.700.000, C&P Order Mode is removed from the general settings. So, in order to test the form, drag and drop the ‘C&P Order Mode’ button from ‘Pricing Fields’ sections. Enter the field label, description and select the mode before updating the form.

Mode may be set either to Test or Production. Test mode is used to test the transactions. No amount will be deducted from the payment. Production mode is nothing but live payment form wherein the given amount will be deducted from the selected payment type.

NOTE: If C&P Order Mode is not selected, by default the mode is set to Production. 

• fid = Field ID of the product as listed in the Product listing
• value = Option's value- each option of a product has to be set up with a unique value and that value needs to be listed to identify the SKU's reference.

Assigning CONNECT Campaign URL Alias to the Form

Handling Donations when the option OTHER is selected

In the Donation page, If you are going to select the option “Other”, then please make sure to change these settings in the “Form Editor” page.

Step 1: Click on “Forms”.

Step 2: Select the Form name and click on “Edit”. It will redirect to the below screen. 

For the Label “Other”, change the Value to “{SKIPIF0}” so that it won’t post duplicate items to Salesforce Opportunity Object. 

The Other field can be added by dragging it from Add Fields > Product from Pricing Fields as shown in the below Image:

Drag the Product:

At Field Settings you need define the Field Label and Field Type. 

Label for Payment method when Payment methods are set to Conditional Logic

If  there are multiple options for payment methods, please follow the below procedure to know how to set the conditional logic.

1. From ‘Standard Fields’ section, Drag and drop the ‘Radio Button’ field into the Form Editor.
2. Enter the Field Label as Payment Method . Make sure that label name will be any one of these: Payment Method / Select Payment Type / Select Payment Method
3. Enter the Choices of the payment methods. Enable the radio button of the desired payment method so that it will be the default payment method in the payment page. 

Credit Card: 

1. From ‘Pricing Fields’ section, Drag and drop the ‘Credit Card’ field into the Form Editor.
2. Go to Advanced tab, Enable the checkbox for the field ‘Enable Conditional Logic’.
3. Select Payment Method from the dropdown menu followed by IS condition and select Payment method as Credit Card . 

eCheck: 

1. From ‘Pricing Fields’ section, Drag and drop the ‘eCheck’ field into the Form Editor.
2. Go to Advanced tab, Enable the checkbox for the field ‘Enable Conditional Logic’.
3. Select Payment Method from the dropdown menu followed by IS condition and select Payment method as eCheck . 

Custom Payment: 

1. From ‘Pricing Fields’ section, Drag and drop the ‘Custom Payment’ field into the Form Editor.
2. Go to Advanced tab, Enable the checkbox for the field ‘Enable Conditional Logic’.
3. Select Payment Method from the drop-down menu followed by IS condition and select Payment method as Custom Payment . 

 After updating the form, the payment page looks like the below screenshot. Select the desired payment method and process the donation.

APM (Alternate Payment Methods)

Please note that to work the APM (Alternate Payment Methods) you need to follow this step again (Required): General_Settings

To add APM (Alternate Payment Methods) navigate to Payment Methods and drag into the form. 

Google Pay

Why doesn’t Google Pay show as a payment option?

• There are multiple conditions that must be satisfied to display Google Pay as a payment method.
• A patron needs to have a valid credit card saved to Google Pay.
• Google Pay only shows on Chrome, a web browser developed by Google. The Chrome browser needs to be an updated version.
• When using Chrome Google Pay needs to be connected.

Link

If Google Pay is not available, there is an option on the page to use LINK, a credit card payment from Stripe that works like a wallet.

APM Options.

When "Pay with Link" is clicked, patrons will be able to Sign up or log in to Link to process the payment.

LINK.

PayPal and Venmo

PayPal & Venmo – Payout Process

Click & Pledge deposits your funds, minus our fees, to your respective PayPal/Venmo account. To transfer funds from your PayPal/Venmo account to your bank account consult PayPal/Venmo. 

PayPal Service Error

If you see the error message "PayPal Service Error" when either the PayPal or Venmo button is selected on your donation form, you will need to contact PayPal to resolve the issue. PayPal may freeze your account if they need additional information concerning your transactions or account. PayPal does not alert Click & Pledge if there is an issue.

One common issue for the error is that the email address for the PayPal primary contact was not confirmed. When your account with PayPal is set up, for verification an email is sent to you. If the email PayPal sends is not confirmed, then PayPal will freeze your account. You will need to contact PayPal to resolve.

https://www.paypal.com/us/smarthelp/contact-us

Below is an image of the error.

We recommend you monitor your donation forms with PayPal frequently by selecting the PayPal and Venmo buttons on your donation form to ensure they are working as expected.

Since this is an issue with PayPal, you will need to work with them to resolve it.

Here are PayPal's Customer Support options: https://www.paypal.com/us/smarthelp/contact-us

You may also find the issue within your PayPal customer portal. Login to your PayPal account. Scroll down to Notifications and find the messages that have Red Flags. The Red Flag messages should detail your issue and help you resolve the problem. If not, reach out to PayPal for assistance.

https://www.paypal.com/us/smarthelp/contact-us

On the PayPal Dashboard find the Notifications with Red Flags

Bank Transfer

In addition to Credit Card payments, your Patrons have the option to donate to you from their bank account.  

NACHA (National Automated Clearing House Association) implemented the Web Debit Account Validation Rule which requires Account Validation for online transactions being processed from a bank account.  Using an OAuth connection, Bank Transfer will have the donor select their bank from a list and login to their bank account to complete the transaction.  This process reduces fraud risk to zero.                                                         

Following is the flow your Patrons will see for Bank Transfer.

Check the box to accept Terms & Conditions.  Click "Pay with Bank Account".

 

Patron will select their Bank from the list provided or may use the Search filed to find their bank. When they Select their bank the will see the following screen.

Accept Bank Terms.

Once "Agree and continue" is clicked, the Patron will be taken to the login screen for their bank account to complete the transaction.

How to Build a Gravity Form with Recurring and One-Time Options

Single/Double click on Recurring button (Pricing Fields > Recurring), so that it will appear in the form editor.

1.  Field Label: Enter the Label of the form field. This is the field title the user will see when filling out the form.

2.  Description: Enter the description for the form field. This will be displayed for the user and provide some direction on how the field should be filled out or selected.

3.  The name mentioned here for the payment methods will be displayed in the external page.

4.  By enabling the checkbox for “One time only”, the user can select either “One time only” or “Recurring” from the external page. If not selected, the user can perform only recurring transaction.  SKU Suffixes allow you to create additional parameters to increase the flexibility of information included in a SKU. This is particularly helpful with Salesforce mapping. 

5.  Default Payment Options: The option which is selected here will be displayed as a default option in the external page.

6.  The name mentioned here for the recurring types will be displayed in the external page.

7.  Select either installment or subscription or both. The selected options will be displayed in the external page.

8.  Default Recurring Type: The selected option will be displayed as the default recurring type in the external page.

NOTE: If both the options are selected in the step: 7, then only “Default Recurring Type” will appear.

9.  The name mentioned here for the periodicity will be displayed in the external page.

10.  The checkboxes which are selected will be displayed in the external page.  SKU Suffixes allow you to create additional parameters to increase the flexibility of information included in a SKU. This is particularly helpful with Salesforce mapping. 

11.  The name mentioned here for the number of payments will be displayed in the external page.

12.  Indefinite Only: If this option is selected then 998 times for installments and 999 times for subscription, the recurring option will be continued.

Open Field Only: If this option is selected, “Default number of payments” and “Maximum number of installments” can be given. The entries given here can be changed in the external page.

Indefinite + Open Field Only: If this option is selected, the default value will be 999 which can be changed accordingly in the external page.

NOTE: Make sure the range for installment is 2 to 998 and 2 to 999 for a subscription.

Fixed Number: If this option is selected, the number entered in this field remains constant.

13.  Rules: Select the option to make the form field required. A required field will prevent the form from being submitted if it is not filled out or selected.

A recurring transaction can be done through Credit Card and eCheck. Here are the steps to add Credit Card and eCheck into the form editor.

Credit Card and eCheck can be added from Pricing Fields . Single/Double click on the button so that they will be added to the form editor.

After adding all the required fields to the form editor, click on Update Form. The external page for above fields will look like this:

NOTE 1: If the plug-in is updated then the already existing forms will also be updated without any change in the settings which are already set for the form.

NOTE 2: If the settings want to be changed for Recurring process then delete the field and click on “Update form” button. Then select the recurring field from Pricing Fields tab.

Setting Campaign for a Product

NOTE: These steps are applicable only from Version 3.x and above.

Campaign feature provides a flexible method for tracking donations across different channels.  The following steps clearly explain how to add a campaign to the product.

Step 1: Add the product to the form editor.

1.  After login to the Gravity Forms, click on Form.

2.  Select New Form and provide the forum name and description.

3.  Click on Pricing Fields, so that the options will appear.

4.  C lick or drag the  Product button so that it will appear in the form editor.

Step 2: Add the Campaign to the form editor.

1.  Click on Standard Fields, so that the options will appear.

2.  Single/Double click on Hidden button so that it will appear in the form editor. Click on Hidden Field so that the Field Label column will be visible.

3.  Replace the Field Label with {CAMPAIGNNAME}{FIELDID=} or {CAMPAIGNNAME}{FIELDID=1}.

Campaigns are of two types. They are Transaction Campaign and Item Campaign.

Transaction Campaign:

Transaction Campaign will have Empty Field id.

Eg: - {CAMPAIGNNAME}{FIELDID=}

Item Campaign:

Item campaign has the Product Field Id number instead of null.

Campaign Name:

1.  Click on Advanced button.

2.  Default Value: If you would like to pre-populate the value of a field, enter it here.

3.  Check this option to enable data to be passed to the form and pre-populate this field dynamically. Data can be passed via Query Strings, Shortcode and/or Hooks.

Example: 1

For products with options such as those listed in a   pull-down   menu or a radio button, each option needs to be set up with a Campaign.  Campaigns may be the same or different.

Hidden field format:    {CAMPAIGNNAME}{FIELDID=FID}{OPTION=VALUE}

• fid = Field ID of the product as listed in the Product listing
• value = Option's value- each option of a product has to be set up with a unique value and that value needs to be listed to identify the Campaign's reference.

How to Add reCAPTCHA to Gravity Forms

reCaptcha v2 Settings:

Setting up Gravity Forms reCAPTCHA v2 in WordPress is incredibly easy and you don’t have to use a separate plugin.

If you haven’t done so already, you’ll first need to sign up for a free reCAPTCHA API account. Once that’s done, head over to the Gravity Forms settings page by navigating to Forms > Settings from the WordPress admin panel.

Enter the reCAPTCHA Site Key and Secret Key under the reCAPTCHA Settings option. You can also select which type of reCAPTCHA to add to your WordPress forms – Checkbox or Invisible. Click the Save Settings button to proceed.

Now, you can add Gravity Forms reCAPTCHA to any form (whether it’s a registration form or a contact form) using the form builder.

To add the reCAPTCHA field, simply drag and drop the CAPTCHA form field (under Advanced Fields) to your form. Click the Update button to continue.

With reCAPTCHA, the external page looks like this:

reCaptcha v3 Settings:

Please note that in order to use the reCaptcha v3, you will need to install the "Gravity Forms reCAPTCHA Add-On".

You’ll first need to sign up for a free reCAPTCHA API account. Once that’s done, head over to the Gravity Forms settings page by navigating to Forms > Settings from the WordPress admin panel.

Enter the reCAPTCHA Site Key and Secret Key under the reCAPTCHA Settings option.

Please note that once you add the keys, it will apply to all the forms. If you don't want to apply for specific forms, you will need to check the box for "Disable reCAPTCHA v3 for this form" from form settings as shown below:

Please note that reCAPTCHA is mandatory. You can either use reCAPTCHA  v2 or reCAPTCHA  v3 settings but both simultaneously cannot be used.

Addition of various parameters in the Thank You page

To add various parameters like order number, transaction Id, Auth Code, Payment Amount and Payment status in Gravity Forms Thank you Page, please follow the below steps:

Go to Gravity Form > Forms

After selecting Confirmation, click on Edit.

You may edit the confirmation page and customize the page as needed. The following parameters are present by default:

Transaction details:

Order Number: {order_number}

Authorization Code: {authcode}

Payment Amount: ${payment_amount}

Payment Status: {payment_status}

After successful transaction, Thank you page will appear like below: