Set Up an Encrypted ePayment Form

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This article will show you how to set up an encrypted ePayment form.

Important Notes:

  • Encrypted ePayment forms will only send ePayment transaction details to the ePayment Center.

  • You must have an existing encrypted category to create an encrypted form. If you do not have an existing category, please refer to our Create an Encrypted Category article.

  • Encrypted categories and forms can never be changed to unencrypted and vice versa.

Who can use this feature?

System Administrator | Owner | Publisher | Author

Note:

Authors cannot publish forms.

Instructions

  1. Navigate to Modules > Content > Form Center Navigate to the form center.

  2. Select the encrypted category you wish to add the ePayment form to Select the encrypted category.

    Note:

    Encrypted categories are marked with a lock icon

  3. Select Add FormAdd form button.

  4. Fill in the fields New form informational fields.

    • Name: The name of the form

    • Description: Brief description of what the form is about; cannot exceed 1,000 characters

    • Type: Select ePayment from the drop-down list Type dropdown, select ePayment.

    • ePayment Account: Select the account you wish to use from the drop-down list

      Note:

      You must contact CivicPlus if you wish to deposit into multiple accounts.

    • Promo Code: Select any associated promo codes

      Note:

      Promo codes must be created before they can be selected.

    • User Access: Select users that can view submissions for this form. Only System Administrators can update this field.

      Note:

      Only users specified in the User Access field will be able to unencrypt submissions. These users must already be set up in User Administration.

    • Submit To: Type in the email address(es) this form will submit to, separating each email with a comma.

      Note:

      To be able to unencrypt and view submissions, the users will also need to be listed in the User Access field.

    • Force Login: Set to require a user to log in before they can access the form

    • Require SSL: This form must be submitted over a secure connection.

      Note:

      This option is required for encrypted forms and cannot be turned off.

    • Save to Database: Select to save the history of all submissions in the module

    • Receive Email Copy: Allow users to email a copy of the form submission

      Note:

      This option is turned off for encrypted forms.

    • Display: Leave blank to make this form available upon publishing

      • If a Start Date is entered, the form will become available on that date. The form will show as pending until the date has passed.

      • If an End Date is entered, the form will become inaccessible on that date.

    • Field Area: Drag-and-drop field types and sets onto your field area

  5. Select SaveForm save button.

  6. Select the form you just made Select your new form.

  7. Drag-and-drop the ePayment Product field type to the form Drag-and-drop ePayment product field type.

  8. Follow the steps in the box

    1. Product ePayment Product information.

      • Label: Your product name

      • Type:

        • Hidden: Disables all other options and requires only a value.

        • Read Only: Allows you to put in a value that cannot be changed

      • Name: Place the item name in this field

      • Taxable: Check if you would like the item to be taxable

        Note:

        Tax can be established as one set tax rate; please verify with CivicPlus that your tax rate has been established on your site

      • Select Next

    2. Pricing ePayment Product price.

      • Label: By default the label is Price; other commonly used labels include Fee, Cost, etc.

      • Instructions: Extra tips/instructions

      • Field Type

        • Read Only: Will put the price on your form with no options available to the customer

        • Hidden: Will put a price on the field, but the customer will not see the price

        • Short Answer: Should only be used when the customer is allowed to enter their own price; this is used for donations, etc.

        • Dropdown List: Works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form

        • Radio Buttons: This allows you to create a list of options, each having its own description and a set price; for instance, if you had varying sizes of a t-shirt and you wanted to include different prices for each size

          Note:

          The system is not able to differentiate between a member rate and a non-member rate, a field will need to be created for each

      • Item Price: Price of the item

      • Select Next

    3. Shipping ePayment Product shipping.

      • Shipping: Select if you would like to provide an option for shipping

        • Once: Will charge them one flat rate per form

        • Per Item: Will charge them a flat rate per item ordered

      • Label: By default, the label is Shipping Cost

      • Instructions: Extra tips/instructions

      • Type

        • Read Only: Will put the price on your form with no options available to the customer

        • Hidden: Will put a price on the field, but the customer will not see the price

        • Dropdown List: Works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form

        • Radio Buttons: This allows you to create a list of options, each having its own description and a set price

          Note:

          The system is not able to differentiate between a member rate and a non-member rate, a field will need to be created for each

      • Shipping Price: Enter the cost of shipping

      • Select Next

    4. Quantity ePayment Product shipping.

      • Label: By default, the label is Quantity

      • Instructions: Extra tips/instructions

      • Type

        • Read Only: Will put the price on your form with no options available to the customer

        • Hidden: Will put a price on the field, but the customer will not see the price

        • Short Answer: Should only be used when the customer is allowed to enter their own price; this is used for donations, etc.

        • Dropdown List: Works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form

        • Radio Buttons: This allows you to create a list of options, each having its own description and a set price

          Note:

          The system is not able to differentiate between a member rate and a non-member rate, a field will need to be created for each

      • Default Quantity: Enter a default quantity

      • Select DoneePayment Product quantity, done button.

  9. Select a saving option Save or save and publish buttons.

    • Save: Will save your form without publishing it to the live site

    • Save and Publish: Will save your form and publish it to the live site

    • Save and Send: Will save your form and send it for approval (Authors only)

    • Save and Preview: Allows you to save changes and preview before publishing or sending

    • Cancel: Will delete the changes made