How to Accept Payments Using Your Bio Link Page
With the SendPulse bio link page builder, you can add a payment button to your bio-link to implement one-click payments for your products.
After clicking on the button, users will be redirected to a payment page, where they enter their card data and pay for the goods. The money will be transferred to the account of your payment system.
To add "Buy" button drag and drop the "Payments" element from the left panel of the bio link page builder right near your product description element.
Enter Product Name
Enter the name of your product in the right panel. It will be displayed on the payment page of your payment system and the receipt.
Select Your Payment Method
Select a payment system to receive payments.
Read more about how to connect different payment methods in the "Accept Payments" section.
Add a Payment Amount
Select a payment type (indicated price or minimal price) and amount.
To choose or change the currency you accept, go to “Account settings” > “Accept payments,” and next to your payment method, go to merchant settings, and choose a currency.
A fixed-price payment will be considered successful if a user paid the full specified amount. A minimal-price payment will be considered successful if a user paid any amount that is equal to or higher than the minimum payment amount.
You can use the “Minimal price” payment type for fundraising and donations.
Set up Integrations with Other Services
Add Deals to Your CRM
You can also enter the name of your deal, select the pipeline where your automatically created deals will be saved, and select the status of your deal based on its payment status. By default, your deal will be added to the first stage of your first pipeline.
You can also transfer UTM tags to your CRM contact cards if a visitor clicks a UTM link and makes a payment on your website.
Read more: How to Transfer UTM Tags from Website Subscription and Payment Forms to CRM.
Also, you can create campaigns based on payment status. To do this, in CRM, allow to create deals after payments, and in A360, select the ”Create deal” start trigger and the ”Payments” deal source.
Read more: How to Send a Message Triggered by a CRM Event.
Add Contacts to Email Service
You can add contacts who have filled out the paid form to your mailing list and send them payment notifications and other messages using Automation360. To do this, turn on the "Add to a mailing list" toggle, and select a mailing list.
Read more: How to Create an Automation That Starts When a Subscriber Is Added to a Mailing List.
Set up a Payment Form
Customize Your Form Fields
Add new form fields or customize your existing ones by clicking on the pencil icon.
Note that the "Email" field is a required field – you can not delete it.
Select the field type.
| Entry field | Is used to enter a user’s text that is up to 255 characters. You can also select the predefined fields like "Name," "Phone," "Address," "Date," and "URL." |
| Checkbox |
Is used when there is a list of options from which a user can select any number: none, one, or several. If the checkbox is checked, the value "yes" is passed to the service variable. If unchecked, the value "no" is passed to the service variable. You can add a link to your checkbox text, for example, your privacy policy or other materials. To do this, find the word you want to link to, and select the hyperlink icon. In the modal window that appears, enter your link in the “Link” field. You can also enter a hint in the “Title” field and choose if the link should be opened on the current page or on a new page. |
| Radio buttons | Are used to select one from several options. You need to select the value that will be passed to the variable in the service. |
| Dropdown list | Is used to select an option from the list. Site visitors will see a list with options with values from the “Text” field. Values from the “Value” field will be added to your CRM system or mailing list fields. |
| Hidden field | Is used to assign a value to each user who fills in the form. The field is not displayed on your site. Site visitors are assigned values you enter in the settings. |
Enter the name of the field.
Enter a hint for the field in the placeholder.
Check if the field is required. If it is required, the user data will not be sent until they fill in all the required fields.
Save Field Values to Variables
The data of those who have paid for your product will be transferred to the selected variables.
Select the variable in your email service you want to save the field value to.
Note that all field values are passed to a variable of the "String" type.
The values of the "Email" and "Phone" fields are saved in the standard system variables of email and phone.
Select which contact and deal fields in the CRM you want to save the field value to.
Customize the Appearance of Your Form
You can customize the appearance of your form by altering its text color and field size. You can also hide your field names.
Check How Users Sees Your Payment Form
To view how your payment form will look like for those who click "Pay,” click "Show Payment Form.”
You can also go to view the form by clicking on the "Show form" button in the right panel next to the form fields.
You can check the data you configured in the editing panel of the block: the name of your product and its price, and fields for entering customer contact data.
Configure Your Payment Button
Enter your text and description to be displayed on the button.
Select your button style: primary, secondary, or customizable.
Specify the size of the button.
Customize the Appearance of the "Payments" Element
You can customize your block styles within each element: background color, shadow, rounding, and indentation.
Finish Widget Configuring
Before closing the builder, check that your widget settings are correct.
If you haven't filled any field, it will be highlighted red in the widget settings and a warning sign will appear in the builder. Form with unfilled fields won't work.
How to View Payment History
You can also view and export your payment history as a CSV file in the “Account Settings” > “Accept Payments” tab. You will see payment details: username, product name, price, date of last status change, and payment status.
All payment statuses are given by the selected payment system. For more information, we recommend contacting the support of the payment system.
How to Send a Successful Payment Webhook
You can also send webhooks to your system notifying that the users have successfully paid for your products.
Go to "Account Settings" in the "API" tab. Under the “Successful payment webhooks” section, click Create Webhook.
Paste the URL you want to send the event to.
An example of the webhook structure you can receive:
{
"timestamp":1644590834,
"version":"1.0",
"event":"payment_order",
"order":{
"totalCost":12,
"status":200,
"customerName":"User",
"service":2,
"paymentMethodType":7,
"Variables":[
{
"valueType":1,
"name":"String",
"value":"Hello World"
},
{
"valueType":2,
"name":"Number",
"value":"55684213"
},
{
"valueType":3,
"name":"Date",
"value":"2022-02-25"
},
{
"valueType":5,
"name":"Phone",
"value":"+38063456228"
},
{
"valueType":6,
"name":"Email",
"value":"user@sendpulse.com"
},
{
"valueType":7,
"name":"Link",
"value":"http://sendpulse.com"
}
],
"number":1618,
"currency":"BRL",
"contactId":"7a505f4293dffcd7100f8f0004214892e4cf5618307908edf465042075d5c30",
"updatedAt":"2022-02-11T14:47:14+00:00",
"type":2,
"id":"a3704313-8c0b-0000-b195-c6b84242f0e2",
"createdAt":"2022-02-11T14:47:13+00:00",
"description":"Apple MercadoPago"
}
}Last Updated: 01.08.2023
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