Processing payment when transacting online is now easy, thanks to the introduction of secure and reliable payment options gateways. One of them is Stripe. It is founded in 2010, with intentions to make the online payment more accessible and safe. This was to eliminate the tedious process of working with a credit card legacy processor to make or receive payment online. Stripe makes online payment easy by streamlining the entire process. This is done securely using features like fixed rates regardless of network, and fraud protection. App developers can easily incorporate card processing into their apps using an application programming interface (API).
Stripe’s online payment solution has also made it easier for its users to receive payments directly within their forms. You can quickly help your users to submit one-time or recurring fees, without leaving your site, using a Stripe add on. The below guide outlines how to install and set up the Stripe add on with WPForms. Read on for more insights.
Before we begin streamlining your ecommerce fulfillment process, you will need a Pro license level or higher to access the Stripe add on. Another mandatory requirement is that your website must be SSL (https) enabled on the particular page where you are adding your live payment form. This is for security purposes when you are sending credit card info to Stripe.
Below we are going to learn how to Connect Stripe with Your Payment
Table of Contents
How to Connect Stripe to Your Site
Like any other plugin, you have to install WPForms on your site. Once done, go ahead and install and activate the Stripe add on. Stripe is now up and ready to run; therefore, you need to open WPForms, go to Settings in the left menu of site, and click on the Payments tab.
Stripes make it easy for you to change currency if you need to. Therefore, if you want to do that, go to currency dropdown and select your preferred option before you proceed. The next thing to do is to scroll down to the Stripe section, where you will see a field called Connection Status. In this section, click on the blue Connect with the Stripe button.
A connection between your form and Stripe is needed, and for this to happen, you will be prompted to give authorization depending on whether you have a Stripe account or not, this page will have varying content. The moment you adhere to the authorization, you will be redirected back to your website’s admin area. Once there, you will see that the Connection Status is marked with a green checkmark.
You need to be ready to launch once you have followed all the steps correctly. However, it won’t be possible to do this if you are using the Test Mode to connect. Live Mode and Test Mode must be linked separately, therefore, repeat the connection process with the Test Mode unchecked so that you will be ready to launch your forms, once you are done.
How to Add Stripe to Your Forms
Once you have connected your site to Stripe, its time to start adding your Stripe payments to your forms. To do this, you first need to edit an existing form or create a new form from scratch. Stripe requires at least two fields in your form for it to work. In the Items field, you can indicate whether its a Single Item, Multiple Items, Checkbox Items, or Dropdown Items. There is also a Stripe Credit Card field where a user has to include all the credit card information.
Stripe doesn’t necessarily require a Total field. However, including it in your form will simply help you to know how much you are paying. When you are through adding all the needed fields, navigate to Payments, and on the Stripe panel, you can enable the Stripe payment by checking the box called Enable Stripe payments. A short payment description is needed that will be seen on the user’s credit card statement. There is also an option called Stripe Payment Receipt, where you can send your receipt in the Email field. That is the last thing you need to do before making a one-off payment. Proceed to the next section, if you are dealing with recurring payment.
Recurring / Subscription Payments
You will also need the same settings panel if you are dealing with recurring or subscription payments. In this case, head over to Subscriptions, and check Enable recurring subscription payments box. Addition setting will appear the moment you have checked this box. The following fields will require more details from you:
Plan Name – A title is needed for the subscription, so you will have to enter it. Your subscription title will be seen in the Stripe transaction.
Recurring Period – Here, indicate how often the recurring payments will occur. You can pick Daily, Weekly, Monthly, Quarterly, Semi-Yearly, or Yearly.
Customer Email – This dropdown requires you to select an Email field from your form. This is necessary so that the customer can be contacted. Stripe requires all this information if you want to create a subscription for a customer.
How to Set Up Conditional Logic for Payments (optional)
Stripe add-on settings also allow an option for users to set up conditional logic. Smart forms that automatically change according to a user’s section are called Conditional logic. Conditional logic is not necessary, but you can include it when you want to make it easy for your users to pick Stripe or PayPal when they want to make payments if you wish to make payment optional. It is also essential when you want your users to decide whether they wish to submit a one-time payment/donation or start recurring payment/donation.
You can always refer to Stripe support if you are looking for general information on how to apply smart logic in your forms. We are going to pick the last option, which is using conditional logic to allow users to choose between submitting a one-time or recurring donation. We will start by creating a simple donation form. To do this, you can include either a Multiple Choice field or a Dropdown field so that users can decide whether they want to submit a one-time donation or set up a recurring donation.
We are going to let our users choose between two payment options, which are: One-time and Monthly as an example. The next thing to do is go back to the Stripe settings under Payment » Stripe. Since we have already used all the steps required to configure the basic settings, there is no need to repeat the process. Just set up an option for logic for our recurring payment.
Setting up the monthly recurring payment option is the first thing that we have to do before we proceed. Therefore, lets set the Recurring Period to Monthly. After that, under the Subscription section, we can scroll down to the bottom of the settings and check the box called Enable conditional logic, which allows additional fields to be displayed that allows you to set up conditional rules. Since we are dealing with monthly recurring payments, our conditional rule should state:
That is it! We have now set up a conditional recurring payment in our Stripe using WPForms. The last thing you need to do before launching your payment form is to test Stripe payments first.
Stripe’s online payment method is a fast, secure, and reliable method of online solution. You can also make it better by connecting it to your WPForms to include flexible payment options. People are always looking for convenience and flexibility when processing and receiving payments online, and this connection between WPForms and Stripe doesn’t only offer that but also makes it easy to streamline the process. We hope that this guide on how to Connect Stripe with Your Payment Form in 3 Easy Steps was helpful to you, and you are going to give it a shot in your website.
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