WPForms is one of the best drag and drop WordPress form builders allowing blog owners to build smarts forms including polls, stripe Payment and surveys. Not only that, but WPForms also allows blog owners to include payment options directly into their forms.
This means your readers can make payments for a product or a service when they fill the form on your site.
WPForms supports several payment methods, but in this article, I’m only going to talk about its Stripe payment method. Connecting Stripe with your payment form using WPForms is very easy and I’m going to show you how to do it in just 3 steps.
Note that before you can add the Stripe addon to your WPForm account, you would have to sign up for a Stripe account. Once you’ve signed up for a Stripe account and activated it, you can go ahead with this guide. Also, you can only use the Stripe addon on your WPForms if you have using a WPFroms pro plan.
With all these in order, let’s get started on how to connect your Stripe account to your payment form.
Tables Of Contents
- 1 Step 1: Install and Activate WPForms Plugin and Stripe Addon
- 2 Step 2: Connecting Stripe to Your WordPress Account
- 3 Step 3: Adding Stripe to your Forms
- 4 Recurring / Subscription Payments
- 5 Setting Up Condition Logic for Payments
- 6 How to Test Stripe Payments Before Accepting Real Payments
- 7 Wrapping Up
Step 1: Install and Activate WPForms Plugin and Stripe Addon
First, you need to install and activate the WPForms plugin on your WordPress site. To activate the plugin, you would have to sign up for at either its pro plan or its elite plan. Once you sign up to a plan, you will be provided with a license that you will use to activate the plugin.
Next, you will have to install the Stripe addon on your site. You can do this by going to the Addons page and clicking on the Stripe addon.
Step 2: Connecting Stripe to Your WordPress Account
Once the Stripe addon is installed and activated, you will have to connect it to your WordPress site. To do this, open WPForms >> Settings in the left menu of your WordPress admin panel. Next, click on the Payments tab.
On the payments page, you can select the currency you want by clicking the Currency dropdown.
When you’re done, scroll down to the Stripe section. On this side of the page, you will find a field labeled Connection Status. Click on the Connect with Stripe button.
On the next page, you will be required to authorize the connection between your forms and Stripe. You will have to agree to the requirements and with that, you will be redirected back to your site’s admin area. If the connection was successful, you will see that the Connection
Status has a green checkmark.
Step 3: Adding Stripe to your Forms
After connecting Stripe to your WordPress site, you can go ahead to add Stripe payments to your forms.
To do this, you will have to create a form or edit an existing form. Note that, Stripe only works with forms that have at least two fields on them, i.e.
- An item field
- A Stripe credit card field
Below is an example of a simple order form to help you understand how it is done. The simple order form below includes Name, Email, Dropdown Items, Total, and a Stripe Credit Card field.
Though the Total field is included in this example, it is not required for Stripe to work. However, this field is important for users as it helps them to see how much they’ll b paying.
Once you’ve added all the necessary fields to the form builder, navigate to Payments >> Stripe. From the Stripe menu, click on the box labeled Enable Stripe Payments.
Next, you will have to type in a short Payment Description. This description appears on the user’s credit card statement. Finally, under the Stripe
Payment Receipt menu, you can choose an Email field from the form. Through this email, Stripe will send a receipt.
With that, you’re done connecting and setting up your form to accept payments using Stripe. However, this process above will only work for one-time payments. If you’re setting up recurring or subscription payments, then follow the steps below.
Recurring / Subscription Payments
You can set up recurring or subscription payments right from the Stripe settings panel. Go to the tab titled Subscriptions, then click on the box labeled Enable Recurring Subscription Payments.
Next, the subscription settings will appear.
Below, are the fields you will need to fill with the necessary details for the recurring / subscription payments.
Plan Name: Here you will enter the title for your subscription. This could be “Donation to X” or any title of your choice. Note that, this title will appear within the Stripe transaction.
Recurring Period: You can set how often the recurring payment should occur. This could be daily, weekly, monthly, quarterly, semi-yearly, or yearly.
Customer Email: This field is where the customer will enter their email address through which they can be contacted.
With that, you’re done and you can go ahead to launch your form on your site.
Setting Up Condition Logic for Payments
This is totally optional and your form can function without it. Conditional logic refers to smart forms that automatically align with the user’s selection.
Conditional logic could help you set your form to allow your users to choose whether to pay with PayPal or Stripe and to choose wither to submit a one-time payment or subscription payment. Through this feature, you can also make payment optional.
Below, you will see how to let users choose whether to submit a one-time or subscription payment.
First, I will create a simple donation form. In the form, I will include either a Dropdown or Multiple Choice field that will let users decide whether they want to submit a one-time donation or a recurring donation.
In the form below, we allow users to choose between two payment options: One-time and Monthly
Next, we navigate to Payments >> Stripe. There we set up monthly recurring payment option by setting the Recurring
Period to Monthly
Next, we check the box under the Subscription Section labeled Enable Conditional Logic.
This action will display extra fields where you can set up any conditional rules for the form. For example, you can set up the following conditional rule
Accept payment as recurring if Donation Type is Monthly
With that, you’ve set up a conditional recurring payment for your form
How to Test Stripe Payments Before Accepting Real Payments
Before you launch your form with Stripe payment, you would want to be sure that it accepts real payments. You can test the Stripe payment on your form by making trial purchases with test credit card numbers. These credit card numbers can be found on your site and you can analyze the transactions when you log into your Stripe account.
Follow the simple steps below to confirm that your Stripe payment option can accept payments.
Enable Test Mode on Stripe
After you’ve set up Stripe payment in your form, you would need to make sure that no real payments will be made during the test process. Go to WPForms >> Settings and then to the Payments tab. On this page, select the Test Mode box in the Stripe section.
Publish Your Form to Perform the Test
To test your form, you can either create a private post or use the preview option in WPForms. This is if you don’t want to publish the form on a live page to perform the test.
During the test mode, you can only use the test card numbers listed in Stripe’s testing doc. Note that, real credit card information can’t be used in test mode.
Another thing to note is that you won’t get any payment receipts with the test mode, and also, you won’t any payment notification once you make payment.
You will have to view or send receipts manually. You can do this by checking your Stripe Dashboard.
First, log into your Stripe account and click on the Payment option on the left menu.
A new menu will pop up, select the View
Test Data button from the menu.
A page will be displayed showing you an overview of the test payments you’ve received.
To view details for an individual payment, scroll to the row for that entry and tap on the 3 dots to expand the options. Click on View Payment Details
Here you will see the individual payment details page and you can check for more information on a specific payment.
If you want to check or send Stripe payments receipts for test payment, you can do so by going to the Receipt
History section. There, click on View Receipt or Send Receipt
With that, you’re done testing your Stripe payments in the forms.
That’s all you need to know on how to connect Stripe payments to your form using WPForms. The steps above are very easy to follow and shouldn’t take much time.
Remember that, using payment options on forms is available to only users that sign up to the pro or elite pricing plan. These plans cost quite a lot but they offer the best features to blog owners serious about results.