Encrypted Forms


 






Set Up an Encrypted ePayment Form

Who can use this feature?

System_Admin.pngSlash.pngOwner.pngSlash.pngPublisher.pngSlash.pngAuthor.png

Note: Authors cannot publish forms.

 

 

Overview 

This article will show you how to set up an encrypted ePayment form. 

Important Note

  • Encrypted ePayment forms will only send ePayment transaction details to the ePayment Center.
  • You must have an existing encrypted category to create an encrypted form. If you do not have an existing category, please refer to our Create an Encrypted Category article
  • Encrypted categories and forms can never be changed to unencrypted and vice versa.

Instructions

  1. Navigate to Modules > Content > Form Center
    modules_content_form_center.jpg
  2. Select the encrypted category you wish to add the ePayment form to
    encrypted_category.png
  3. Select Add Form
    add_form.png
  4. Fill in the fields
    fill_in_form_fields_for_encrypted_form.jpgfill_in_encrypted_form_fields_and_additional_details.jpgfill_in_encrypted_form_display_settings.jpgfill_in_encrypted_form.jpg
    • Name: The name of the form
    • Description: Brief description of what the form is about; cannot exceed 1,000 characters
    • Type: Select ePayment from the drop-down list
    • ePayment Account: Select the account you wish to use from the drop-down list
      • Note: You must contact CivicPlus if you wish to deposit into multiple accounts.
    • Promo Code: Select any associated promo codes
      • Note: Promo codes must be created before they can be selected
    • User Access: Select users that can view submissions for this form. Only System Administrators can update this field. 
      • Note: Only users specified in the User Access field will be able to unencrypt submissions. These users must already be set up in User Administration
    • Submit To: Type in the email address(es) this form will submit to, separating each email with a comma.
      • Note: To be able to unencrypt and view submissions, the users will also need to be listed in the User Access field. 
    • Force Login: Set to require a user to login before they can access the form
    • Require SSL: This form must be submitted over a secure connection. 
      • Note: This option is required for encrypted forms and cannot be turned off.
    • Save to Database: Select to save the history of all submissions in the module
    • Receive Email Copy: Allow users to email a copy of the form submission
      • Note: This option is turned off for encrypted forms.
    • Display: Leave blank to make this form available upon publishing
      • If a Start Date is entered, the form will become available on that date. The form will show as pending until the date has passed.
      • If an End Date is entered, the form will become inaccessible on that date.
    • Field Area: Drag-and-drop field types and sets onto your field area
  5. Select Save
    select_save_to_save_encrypted_form.jpg

  6. Select the form you just made
    select_the_form_you_just_made.jpg
  7. Drag the ePayment Product to the form
    ePayment_Product.png
  8. Follow the steps in the box
    1. Product
      epay_step1.png
      • Label: Your product name
      • Type:
        • Hidden: Disables all other options and requires only a value.
        • Read Only: Allows you to put in a value that cannot be changed
      • Name: Place the item name in this field
      • Taxable: Check if you would like the item to be taxable
        • Note: Tax can be established as one set tax rate; please verify with CivicPlus that your tax rate has been established on your site
      • Select Next
    2. Pricing
      epay_step_2.png
      • Label: By default the label is Price; other commonly used labels include Fee, Cost, etc.
      • Instructions: Extra tips/instructions
      • Field Type
        • Read Only: Will put the price on your form with no options available to the customer
        • Hidden: Will put a price on the field, but the customer will not see the price
        • Short Answer: Should only be used when the customer is allowed to enter their own price; this is used for donations, etc.
        • Dropdown List: Works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form
        • Radio Buttons: Allows you to create a list of options, each having its own description and a set price; for instance, if you had varying sizes of a t-shirt and you wanted to include different prices for each size
        • Note: The system is not able to differentiate between a member rate and non-member rate, a field will need to be created for each
      • Item Price: Price of the item
      • Select Next
    3. Shipping
      epay_step_3.png
      • Shipping: Select if you would like to provide an option for shipping
        • Once: Will charge them one flat rate per form
        • Per Item: Will charge them a flat rate per item ordered
      • Label: By default, the label is Shipping Cost
      • Instructions: Extra tips/instructions
      • Type
        • Read Only: Will put the price on your form with no options available to the customer
        • Hidden: Will put a price on the field, but the customer will not see the price
        • Dropdown List: Works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form
        • Radio Buttons: Allows you to create a list of options, each having its own description and a set price
        • Note: The system is not able to differentiate between a member rate and non-member rate, a field will need to be created for each
      • Shipping Price: Enter the cost of shipping
      • Select Next
    4. Quantity
      epay_step_4.png
      • Label: By default, the label is Quantity
      • Instructions: Extra tips/instructions
      • Type
        • Read Only: Will put the price on your form with no options available to the customer
        • Hidden: Will put a price on the field, but the customer will not see the price
        • Short Answer: Should only be used when the customer is allowed to enter their own price; this is used for donations, etc.
        • Dropdown List: Works exactly like Radio Buttons, but is useful for long lists so they don’t take up additional space in the form
        • Radio Buttons: Allows you to create a list of options, each having its own description and a set price
        • Note: The system is not able to differentiate between a member rate and non-member rate, a field will need to be created for each
      • Default Quantity: Enter a default quantity
      • Select Done
  9. Select a saving option
    select_a_saving_option_for_encrypted_form.jpg
    • Save: Will save your form without publishing to the live site
    • Save and Publish: Will save your form and publish to the live site
    • Save and Send: Will save your form and send it for approval (Authors only)
    • Save and Preview: Allows you to save changes and preview before publishing or sending
    • Cancel: Will delete the changes made



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