topic Re: How to Succeed with Payments in Forms in Tips, Tricks & Best Practices

How to Succeed with Payments in Forms

kvlschaefer — Wed, 21 Sep 2022 16:01:31 GMT

Accept payments once their customers fill out a form, plus capture leads and track payments all on one platform with the payments in forms feature for HubSpot Payments.

How does it work?

When a visitor submits the form, the visitor will be redirected to the checkout page where they can complete their purchase.

Use case: You want to host live virtual workshops on data management. To collect customer preferences and payments, you decide to use paid forms. With payments in forms, you add a streamlined checkout process that enables cross-sell opportunities for workshops that match your customer preferences.

Interested in learning more? Check out these resources to continue learning about Payments in Forms:

Knowledge Base: Collect Payments with Forms
Payments Hall of Fame Use-Cases

We would love to hear your thoughts on the payments in forms feature.

How are you using payments in forms, or how would you like to use them?

Re: How to Succeed with Payments in Forms

kvlschaefer — Wed, 21 Sep 2022 16:06:00 GMT

Let's get this conversation started about using payments in forms!

Hi @danmoyle, @Jnix284, @JackCoopersmith, @mvittum, @bendonahower, @MrJustinGivens, @craigl

- Have you tried out the payments in forms feature yet? How are you using this feature, or how would you like to use it? Do you have a use case you would like to share with the Community?

Thanks!

Best,

Kristen

Re: How to Succeed with Payments in Forms

MrJustinGivens — Wed, 21 Sep 2022 20:27:39 GMT

I just demoed the update and noticed leads are now saving when doing through the form even if they don't complete the purchase. WHICH IS Awesome!

This means we could enroll them in a workflow to remind them to complete the last step.

Re: How to Succeed with Payments in Forms

Jnix284 — Wed, 21 Sep 2022 23:14:26 GMT

@MrJustinGivens that is really awesome - like an abandoned cart workflow!

Re: How to Succeed with Payments in Forms

danmoyle — Thu, 22 Sep 2022 12:32:50 GMT

Thanks for the tag @kvlschaefer!

Here's what I've done: Create a paid consulting session meeting link that will allow me to set up one-off advisory/consulting meetings with folks. I'm open always to 15-minute "coffee talks" with Community members, which is a link in my signature. Then if you need more help, but not a full block of 5 or 10 sessions or a monthly agreement (which we do offer), you can book a single session with me. And it was super easy to set up.

That's one way!

Re: How to Succeed with Payments in Forms

kvlschaefer — Fri, 23 Sep 2022 13:31:20 GMT

@MrJustinGivens, this is amazing! It opens up a world of possibilities to follow up with customers.

Thanks for sharing this with us!

Re: How to Succeed with Payments in Forms

kvlschaefer — Fri, 23 Sep 2022 13:33:55 GMT

@danmoyle, I love this! Thank you for sharing your use case with us 🙂

I'm glad to hear it was easy to set up as well!