Pre-filling a payment form

You may want to pre-fill a payment form to send to a client so they can fill it in and complete the purchase. With Activity Messenger, that scenario are possible.

Prepare your form and click on "Visit the form". It will open in a new browser window or tab. Fill the form with the information you have from the client. For example their email address and items to purchase. Scroll down and under Admin options, check the option "Allow partial save". Click on Continue to move on to the Payment step.

The invoice is shown as well as the payment form. Scroll down to Admin options. You have 2 options:

  • Send the form (previous page) to the client
  • Set the form expiration date and time

Click on "Send the form". It will open a new browser tab with the New message screen. The message will be pre-configured and the form linked as a button. When the client clicks on the button, they will be redirected to the page you have selected. They can complete the form and pay the invoice.

You can track sent forms by going to the Messages tab of the form. We track opens and clicks of those emails. You'll know if they opened the email and clicked on the form button. The link to the Payment Form is also there should you need to access it again to make more changes.

# Form expiration

You can configure the pre-filled form to expire at a given day and time. Click on the checkbox Expire the form to set that option. Choose a date and time and save.

Payment forms that have an expiration date/time will have a timer appear at the top. When expired the Payment Form will not be submitable by the client.

Next topic: E-Commerce questions

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