Payment Page Builder Support
Custom Fields
Creating Custom Fields
Adding Custom Fields
Custom fields can be added as you wish. To set custom fields up:
- Click Add New Field. A popup box will appear.
- Select the type, label, value and requirement of the field.
- The field type allows a selection to be made for a textbox, text area, checkbox or a pull-down menu.
- The Field Placement option allows you to determine where this field should go on your page. The options are as follows:
- Above Submit button
- Top of the Amount/Frequency Section
- Bottom of the Amount/Frequency Section
- Top of the Billing Information Section
- Bottom of the Billing Information Section
- Top of the Payment Information Section
- Bottom of the Payment Information Section
- Above Submit Button
- Under Required, select Yes if you'd like it to be required, and No if you do not want it to be a required field.
- Set the Field Label as the label for your field
- The Field Value is the value that you would like to be reflected
- Click Save to save changes
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Editing and Deleting Custom Fields
To edit or delete a custom field, you will need to click Edit or Delete. next to the field name under the section labeled Field Name Actions. If you select Edit, a popup window will appear with all configurable options. Clicking Delete will remove it from the page.
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Agreements & Disclosures
You have the ability to add up to 2 statements of information that your customers can agree to such as Terms & Conditions, Disclosures, etc. They will have the opportunity to acknowledge by checking a box. To set one up:
- In the Agreements & Disclosures section, enter a name for your agreement or disclosure in the Label section.
- In the large textbox, enter the Agreement.
- If it is required that your customers agree to this, check the box that says Required.
- Click Save or Save & Exit to save your changes.
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Making Your Page Live
When you are finished making changes, you must manually put your page live so that your changes are visible to the public. To do so:
- Click Save & Exit at the bottom of your Payment Page editor. You may also click Go Back in the top navigation.
- You will see all of your payment pages listed below the banner image. Next to the one you'd like to make live, click Make it Live.
- Your changes are now live! You may click Visit Live Page to see the live page.
- You may continue editing your page at any time.
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