Forms & Surveys | Split Payment Elements

July 05, 20241 min read

A business wants to collect donations for a community event and also sell event merchandise through the same form. With this feature, they can set up a form that includes both a donation section and a product purchase section, making the process seamless for their customers.

Forms & Surveys | Split Payment Elements: This feature allows businesses to either sell products or collect arbitrary payments directly through their forms, streamlining the payment process.

⭐️ Why Does It Matter To Your Business?

  • Versatile Payment Options: Easily manage product sales or collect specific payment amounts.

  • Simplified Experience: Drag-and-drop functionality for quick and easy form setup.

  • Seamless Integration: Integrate product catalogs and custom payment fields into forms effortlessly.

⭐️ How To Use Forms & Surveys | Split Payment Elements:

  1. Access the “Sites” tab from the left navigation menu. Click on Forms/Surveys from the upper navigation menu and create new or edit existing one.

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  2. Click on “+” and then click on Quick Add and add the payment element "Sell/Collect Payment according to your requirements by drag and drop.

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  3. Click on the added payment Element and you can also change the payment type from the right hand panel.

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This feature within the CRM simplifies the payment process, providing flexible options for both selling products and collecting payments directly through forms.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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