Payment Form

Activate payment gateways

Set up and activate payment gateways in your funnel. You can add gateways using the standalone Payment form widget or the payment form field embedded in the 2 Step form widget. The steps and payment customization options are similar for both widgets.

• Learn about the 2 Step Form widget in a different article.

Form options

What's the difference?

Many business owners with a custom e-commerce platform prefer the standalone Payment form widget because it provides maximum design flexibility on their current site. The 2 Step form widget works well for site owners who want a customizable all-in-one template to collect customer data and process orders.

Selecting the widget

If you're using the standalone Payment form widget, drag the widget to the canvas. Click the widget one time to open the settings panel.

Note You can place only one Payment form widget (hidden or visible) on a step.

If you are using the 2 Step form:

1. Drag the widget to the canvas

2. Click the number 2.

Click number 2

3. Scroll down the page.

4. Click the Order bump field one time to open the settings panel.

5. Go to the side panel.

6. Click the Edit payment options button. A new panel displays on the right.

Click Edit payment options

Configuring display options

On the new panel:

1. Switch on the Funnelish Pay toggle to activate the payment form.

2. Choose a form theme. The default setting is a white background.

3. Scroll down and click the Add a new payment method button.

Payment options

On the next screen, click a payment option and then add the appropriate account credentials.

Choose a payment method

Credit card

To add a credit card gateway:

1. Click Credit Card in the main window.

2. On the next screen, click Add New Credit Card Gateway button.

3. On the next screen, click the Gateway field and select an option: Stripe or NMI.

4. Add a gateway name.

Enter a unique name for the gateway

Stripe

If you select Stripe:

1. Click Connect. A new browser tab opens.

2. Enter your Stripe account credentials.

3. Click Save changes.

• Funnelish connects with your Stripe account.

Integrate with Stripe

NMI

If you choose NMI, enter your security keys and click Save changes.

Integrate with NMI

Paypal

If you choose PayPal:

1. Click PayPal in the main window.

2. On the next screen, click Add New PayPal Gateway button.

3. On the next screen, enter a unique gateway name.

4. Go to your Paypal account.

5. Copy your Client ID and Secret keys.

6. Return to the Edit gateway window.

7. Paste the keys into the correct fields.

8. Enter a brand name. (optional)

9. Switch on the sandbox toggle. (optional)

10. Click Create.

Create a PayPal payment gateway

Other options

You can create gateways with two other options: iDeal and Klarna. Both options create gateways through Stripe.

Saving changes

After you set up the payment gateways, Funnelish returns to the panel.

1. Click a circle to set the default payment option.

2. Click Save changes.

Set default payment option

Preview the form

1. On the main canvas page, click Save changes in the top right corner.

2. Click Preview.

• Funnelish displays the payment form in a new browser tab. The orange circle indicates the default payment method.

Previewing the 2 Step form

If you are using the 2 Step form, complete an extra step to preview the payment gateways:

1. Click Preview.

2. In the new browser tab, scroll down and click the Go to step #2 button. The second page of the template, which includes the payment gateway form, displays.