Tips, Tricks & Best Practices

kvlschaefer
Community Manager
Community Manager

How to Succeed with Payments in Forms

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.

 

Screen Shot 2022-09-21 at 11.58.32 AM.png

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: 

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?


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
6 Replies 6
kvlschaefer
Community Manager
Community Manager

How to Succeed with Payments in Forms

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


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to Succeed with Payments in Forms

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.

danmoyle_0-1663849820317.png

 

That's one way! 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
kvlschaefer
Community Manager
Community Manager

How to Succeed with Payments in Forms

@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! 


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
0 Upvotes
MrJustinGivens
Top Contributor | Gold Partner
Top Contributor | Gold Partner

How to Succeed with Payments in Forms

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.









kvlschaefer
Community Manager
Community Manager

How to Succeed with Payments in Forms

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

Thanks for sharing this with us!


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !
0 Upvotes
Jnix284
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

How to Succeed with Payments in Forms

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


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin