Learning Center

There are so many things you can accomplish using Gravity Forms. In this 15-Minute Webmaster Class, we are going to walk through how to use the Payment Fields in an online form. Regardless of which payment processor you use (PayPal, Stripe, Square, Authorize.net, Mollie, and 2Checkout integrate with Gravity Forms), you must use the payment fields to make it work. (We recommend PayPal Business or Stripe). It’s easy to learn how.

Please note that Gravity Forms has changed visually since this video was made. Field settings now appear on the right side instead of directly beneath the field.

1. Before you begin, contact us and let us know which payment gateway you are using so that we can activate the add-on that you need. If using PayPal, please let us know if you have a PayPal Business account (preferred) or not.
2. Once activated, connect the website to your payment processor.
   1. Hover over Forms and click on Settings.
   2. Select your payment processor.
   3. Each processor has a different method for making the connection – follow the onscreen instructions and contact us if you need any additional help.
3. Create a form or edit an already existing form.
   1. Add the fields required by your payment gateway – this is usually Name, Address, Email, and Phone, all of which can be found under Advanced Fields.
   2. Adjust each field’s settings as needed and make each of them required.
   3. Under Pricing Fields, add at least one Product field.
      1. Select the field type:
         1. Single Product
         2. Drop Down – allows for options and different amounts associated with those options
         3. Radio Buttons – similar to drop down, it just displays differently
         4. User Defined Price – excellent for donations – the user can enter in any amount
         5. Hidden – a product field is required for payment, but you may need to hide the product field in some circumstances
         6. Calculation – can use a formula and other fields from the form to calculate the amount
      2. You can disable the quantity if only 1 product.
      3. TIP – set up multiple user-defined price products for different donation designations, like Endowment, General, ministry-specific designations, campaign-specific designations, etc.
   4. Add a quantity field if needed – gives you more control over things like a min/max range.
   5. Add an option field if needed – this allows for checkboxes, so the user can select more than one option at a time.
   6. Add a shipping field if necessary.
   7. TIP – if you need a stock/inventory option, contact us to activate the Inventory add-on.
   8. Add a Total field if you multiple quantities, options, or products.
   9. Add a payment field
      1. If using Stripe, you’ll see a Stripe Card field.
      2. If using PayPal Business, you’ll see a PayPal field. (If you don’t have a Business account, you have to use an older method of connecting to PayPal which doesn’t require payment field on your form and instead takes users directly to PayPal).
      3. If using Square, you’ll see a Square field.
      4. If using Authorize.net, you’ll see a Credit Card field.
   10. Save the form.
   11. Under Settings, go to Form Settings.
       1. Change any options as needed and make sure to enable the Anti-Spam Honeypot.
       2. Note that Submit button options are now accessible directly in the form field editor.
       3. Save/update
   12. Under Settings, select your payment processor.
       1. Click on Add New to create a new feed.
       2. Fill out any necessary fields. (A non-business PayPal account will require you to enter in your PayPal email address. Make sure this is the primary email address associated directly with your PayPal account).
       3. Select a transaction type – Products & Services (includes single donations)
       4. Select the payment amount – usually the Total field, but if you only have one product or want someone to pay for only one specific product, select that.
       5. Map the payment processor fields to the form fields.
       6. Save/update.
   13. If it’s not already, add your form to a location on your website.

Recurring payments/donations:

1. In the transaction type of your payment processor feed, select Subscription (= recurring payments).
2. Adjust the billing cycle and recurrence as needed. This can vary depending on the payment processor. Stripe does not allow a limit to be set for the recurrences, but PayPal and Authorize.net do. Make sure to add a description or HTML field to your form explaining what the user can expect.