What is it?
A form price field is a field that charges a user a designated amount within a form. It can be created in any form type. If you’re unfamiliar with creating a form, it’s best to first read our form overview article, which can be accessed by clicking here.
How to Access
First, navigate to your forms by hovering over the Forms tab at the top of the admin page, then choose the Form List drop-down that appears beneath it. Next, choose to edit a form. Once here, click the Add Form Elements tab at the top of the column on the left side of the page. This is displayed within the screenshot below.
Once you’ve done this, click on the Form Fields tab beneath Add Form Elements as displayed below.
Once here, there are two fields eligible to be used as pricing fields. They are the Selection Set and Number fields seen below.
A selection set field is best when presenting the user with a set number of selections to choose from. Number fields are best utilized as quantity fields in which the user can enter any amount they desire. Two examples of what these fields often look like are listed below.
Selection Set Example: Number Field Example:
To create one of these fields, click on the field, then drag the field where you want it to appear in the form column on the right side of the page. While dragging the field, it will look like the below.
To note: If you want to drag in an attribute that's already created and do not want to make a new field, click the 'Custom Attributes' tab, which is to the left of the Form Fields tab, and drag in an existing attribute.
Once the field is inserted, click on it to edit it. The Element Properties column will automatically open on the left side of the page. This is where you can make changes to the field. Once here, turn on the ‘Price Switch’ option to make this an eligible pricing field.
Once you do this, a series of new buttons will appear in the Element Properties column, one of which says ‘Edit Payment Processor & Revenue Account.’ Clicking this will show the following:
- This determines which payment processor the field is attached to. The field will automatically use whatever is chosen as the form’s default processor, though it can be manually changed here.
- This determines what the field’s description says on the Invoice. If a field is displaying incorrectly on the invoice, check this item.
- This determines which revenue account this field is attached to.
Setting Up a Field’s Pricing Options
If you’re creating a number field, click here. If you’re creating a selection set, continue onward by clicking the ‘Add Selections, Option Limits, and Base Prices’ button that appears in the Element Properties column after you flip on the price switch. This button is beneath the Price Field switch.
Once you do, you’ll see the below box. Use the guide beneath the image to understand what each item means.
- This is the Add a Selection option. If you type the name of a selection option into this box, then click the Add button, it will add it to the existing selections’ section, which is shown to the right of the #2 in the above image.
- This shows all your existing selections. You can edit their names here.
- This is your default pricing column. The price entered here is considered the field’s base price. If a selection will always charge the same price, this is the best pricing option for the selection.
- This is the field limit column. It determines how many times a selection can be chosen in total across all users taking the form. You only want to utilize this option if you have a limited number of a particular selection available. If not, leave the limit as 0.
- You’ll also notice there is an Actions column with the word ‘Delete’ in it. A selection cannot be deleted once someone has chosen it when taking the form.
Save this to complete the creation of a basic pricing field
Member Type Pricing
If you need to charge your users based on their Member Type, then you’ll want to take this a step further by clicking the Member Type Pricing button in the field’s Element Properties tab. When you do, it will produce a box that looks like the below.
- To add a Member Type to the Member Type pricing scheme, you want to click into the large, white box at the top of the page, choose the Member Type you want to add from the drop-down that appears, then click the green ‘Add a column’ button to the right of the box. You can choose multiple Member Types at once before adding them.
- When you do, a column will be added to the page. Whatever pricing amounts you enter into this column will be what that Member Type is charged. In our example above, #2 shows the Member column is set to charge anyone in the Member Member Type $20 for both the Friday and Friday and Saturday conference sessions.
- If you add a column and leave it blank, then the user will be charged the based price, which is listed above #4 in our image above.
Once you save your changes, your form will sense someone’s Member Type when they log in and charge them the appropriate amount.
Creating Number Fields
To set a number field to charge, drag in your number field, then click on it so the Element Properties column opens on the left of the page. Once it does, turn on the switch labeled Price Field.
Once you’ve done that, enter the amount you want the user to be charged based on the quantity they enter into the field into the price per unit option beneath the Price Field switch, which looks like the below.
For example, if you want to create a donation field, then in the price per unit option, enter the number 1. This means if someone types the number 17 into this field, they will be charged $17. If you want to sell t-shirts for $15 apiece, enter 15 as the price per unit.
This completes the creation of a Number field.