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How to create Payment Forms

You can design a payment form for various purposes, such as online purchases, subscriptions, or any scenario where you need to collect payments.

Please follow the below steps to create a payment form:

Creating your product feed

The first step to create a payment form is to connect your e-commerce store or create a product feed.

  • To create a product feed, please follow the steps in this link.
  • To add a new product in your store, you need to import or add it in your product feed.

Creating a new list

Create a new list for your payment form following the steps in this link.

After creating a new list, navigate to the “Fields & Form” option located next to your designated list.

Adding the Payment Fields

In the Form builder, go to the “Create New Field” section, then select “Payment.” Click on “Products” to add the Payment Product field.

Once you’ve added the “Payment Product” field, you will be able to add the 3 other fields: Payment Shipping, Payment Billing, and Payment Checkout.

Setting up the Payment Fields

Payment Product:

After adding the “Payment Product” field, you’ll be prompted to select your e-commerce store or product feed.

Next, you can start by clicking on Add Product to choose a product from your store or to Add New Product to create a new product in your product feed.

Note: Adding new product is only available when you have selected your product feed.

  • For subscription-based products, you can opt for ‘Recurring Billing.’ This allows you to specify billing intervals (monthly, weekly, or daily) and set a limit on billing cycles.
  • Alternatively, you can set it as ‘Quantitative,’ allowing users to choose a quantity.
  • If necessary, activate ‘Apply Taxes’ and specify the tax percentage for automatic tax calculations.

Finally, click on Add to save your product.

You can always edit/delete the product or add a new product to your form.


  • You can select a different store by going to Payment Settings.


Payment Shipping: When adding this field, the user will have the opportunity to provide their shipping address, including country, state, city and Zip Code.

Payment Billing: When adding this field, the user will have the opportunity to provide their billing address, including country, state, city and Zip Code..

Payment Checkout: Within “Checkout,” users can see the total amount, and select their payment method. You need to select your Payment Gateway Account.

Please note that you need to connect your payment gateway first, by going to the Connection Center -> Payments and connect your Stripe account.

Once done, save your form.

Finally, your form will look as shown below:

Using Payment field

  • Once a contact completes a payment form, the payment will show in the lead profile as a completed order.
  • You can trigger an automation, once a contact completes a payment using the Complete order trigger.


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How to tag contacts when submitting a form

You can automatically add tags to contacts when they submit a form. This can help you categorize and segment contacts based on their form submissions.

To enable this feature, go to Form Settings:

and turn on the option Auto tag when a contact joins the list?

Once you’ve enabled the feature, you’ll see a text field where you can input tags.

Tags should be comma-separated. For example: “Tag1, Tag2, Tag3”

These tags will be added to contacts when they submit the form.

This feature is available when adding contacts via Form Preview, Landing Page, or Embedded Forms.

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How to post Short videos on Social Media profiles

You can use the Compose Short Videos option within the Social Media Section to share brief video content on your social media profiles. This feature enables direct posting to Facebook (Reels) , Instagram (Reels and Story) and Youtube (Shorts) platforms.

Go to Social media section → Queue and click on Compose Short Videos.

  • Choose your social profiles to post to (Facebook or/ and Instagram or/ and Youtube)
  • Add your media file, you can either upload a new file or access your saved media inside the File Manager.
  • Add your link. This is important if you want to track the click engagement from the different social media channels.
  • While posting to Instagram, you have the option to choose whether to post it as a Reel or Story or both.
  • Confirm whether you’d like to immediately publish your post by clicking Post Now, Schedule it to post on one specific date.

Once your short video is posted or scheduled, you can check it in your Social Calendar.

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