Feature Overview & Tutorial MOBILE PAYMENT FORM. Create & Customize Mobile Forms
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1 Feature Overview & Tutorial MOBILE PAYMENT FORM Create & Customize Mobile Forms
2 Overview Mobile Payment Form Our Mobile Payment Form has been designed to create a seamless checkout process on mobile devices. The form is secure, hosted on our servers, and offers fully customizable options. We have provided you with a mobile-friendly template that you can customize to match the look and feel of your business using our Option-Based Selections or Exact HTML coding. Accept transactions in a mobile-friendly way Easy to implement Link to a secure payment form hosted on our servers Customize the form to match the look and feel of your business 2
3 Introduction: MOBILE PAYMENT FORM Creating Your Mobile Form 3
4 What is the Mobile Payment Form? The Mobile Payment Form gives you access to the standard template we have provided you with. You can make changes to this template by using the Option-Based Parameters or by using the HTML Editor. The next few slides will walk you through the basics of creating and customizing your Mobile Payment Form. Quick Overview How to Get to the Mobile Payment Form (Slide 5) The Two Ways to Customize Your Form (Slide 6) Customizing Your Form with Option-Based Parameters (Slides 7-9) Customizing Your Form with HTML Editor (Slides 10-13) 4
5 Getting Started On the navigation menu, follow this path to get to the Mobile Payment Form: Setup > Site Tools > Form Editor. You will then select the Mobile Payment Form you wish to edit or copy from the drop down menu next to Action. If you are making a copy, you will have to name the form in the Label field. Once you have selected the form you want, click Execute. 5
6 Getting Started Next, choose which method you would like to use to customize your mobile form. Option-Based Parameters Allows you to make changes without editing the actual HTML make up of the form. Simply follow the form attributes on the page and fill out the corresponding options and/or values to make your desired changes (continue on to next slide). HTML Editor Gives you complete control over the exact HTML that makes up the mobile form, allowing for more precise customization (skip to slide 10 for directions). 6
7 Introduction: MOBILE PAYMENT FORM Customizing Your Form with Option-Based Parameters 7
8 View the Standard Template Before you begin making any customizations, scroll to the bottom of the page and click Test. This will show you what the standard form looks like and allows you to decide what changes you would like to make. 8
9 Customizing with Option-Based Parameters Now that you have an idea of what the standard form looks like, you can make changes to the form using the parameters on this page. Always make sure to click Apply after making any changes and then click Test to see a live preview of your customized form. 9
10 Introduction: MOBILE PAYMENT FORM Customizing Your Form with the HTML Editor 10
11 Getting to the HTML Editor In order to get to the HTML Editor, you will have to click Edit HTML Template at the top of the page. From there, you will have the ability to see the exact HTML that makes up the Mobile Payment Form. *For more detailed information on the HTML Editor itself, refer to the Payment Form HTML Editor Guide under the User Guides Section. 11
12 View the Standard Template Before making any customizations, click Test under the Form HTML box. This will show you what the standard form looks like and allows you to decide what changes you would like to make. 12
13 HTML Editor Now that you have an idea of what the standard form looks like, you can make any necessary changes to the form within the Form HTML. Always make sure to click Apply after making any changes and then click Test to see a live preview of your customized form. If at any point you decide you want to start over, click Load Default (Mobile) and our standard mobile form HTML will be generated. 13
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