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
Navigate to Modules > Content > Form Center
Select the encrypted category you wish to add the ePayment form to
Note:
Encrypted categories are marked with a lock icon
Select Add Form
Fill in the 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
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
Select Save
Select the form you just made
Drag-and-drop the ePayment Product field type to the form
Follow the steps in the box
Product
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
Pricing
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
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
Quantity
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 Done
Select a saving option
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