FlexForms Quick Start Guide

1. Set the subaccount dropdown menu to All.

2. Open the FlexForms Systems mega menu and click FlexForms Payment Links.

3. Click the Add New button on the FlexForms landing page.

4. Enter a Name for the new Payment Flow.

5. The Primary tile is the starting point of the Payment Flow. Select A New Form in the Redirect To section.

Alternatively, select Existing Form to use a previously made Form or URL to redirect consumers to a custom URL.

1. Enter a Form Name. The form name is an internal designation that is not visible to customers.

2. Click View & Select Pricing.

4. Check the boxes at the far left of the window to assign prices. You can select multiple price points. The prices appear on the form in the order that they were clicked.

5. Click OK to confirm the selection.

6. Click Save to create the new payment form and flow.

You must insert a Web Widget button or hyperlink on your website to redirect customers to an active payment flow.

1. Click Promote to LIVE to push the Payment Flow to the Live environment.

2. Click Yes (Promote to Live) to confirm your choice. Promoting a payment flow to the Live environment prompts the FlexForms system to generate a Web Widget code automatically.

3. Select the Widget Code button in the recently promoted Payment Flow row.

4. The right side of the Link Codes window displays the Widget Code and URL necessary to launch the LIVE version of the Flow.

5. Copy the configured LIVE Widget Code Snippet or URL and embed it in your website's code to use the Web Widget functionality.

Now customers can click on the button or hyperlink to open the Payment Flow.

• Modify Form. Customize the Primary Tile in your payment flows.
• Modify Redirect Tile. Redirect customers to a specific location after their transaction.
• Sandbox vs. Live. Switch between two FlexForms modes to effectively manage payment flows.
• Flex ID. Learn where to find the Flex ID. It is essential for integrating with third-party solutions.
• Rename Payment Flow. Rename and repurpose existing payment flows.

Form Fields

• Address Fields. Decide if you want to collect customer address information.
• Collect Phone Numbers. Decide if you want to collect customer phone numbers.
• Consumer Email. Define the format for consumer emails.
• Add CAPTCHA. For an added level of security, add CAPTCHA.
• Card Logos. Choose to display additional card logos.

Modify Visuals

• Color Theme. Choose the color theme of the Form.
• Form Layout. Choose between Centered, Left Justified, and Right Justified Layouts.
• Images. Add images for different layouts.
• Captions and Labels. Choose what text will appear on the form.

Loyalty Discounts

• Display Loyalty Discount. Show loyalty discounts on payment forms.
• Loyalty Discount on Approval. Choose to display Loyalty Discount with Approval Message.
• Approval Message. Turn on and modify the approval message.

System Settings

• Regional Pricing. Implement the Regional Pricing feature on the form.

• Widget Label. Customize text within the widget.
• Button or Link? Decide which one you want to use and customize the widget button or link.
• Open the form in a new tab. Force the payment form to open in a new tab.