Forminator Forms Plugin Usage Documentation | WPMU DEV (2023)

Adds a Stripe payment field to your form. If you’re interested in how this can be implemented for an order form that accepts payments, check out the video below.

Stripe Labels

Under the Labels tab, you can customize the Stripe field Label and optional Description, as well as the preferred Language used for placeholder fields and card validation errors returned by Stripe.

You can also choose whether to show or hide the Card icon in the Stripe field, and whether to require Postal code (or ZIP code) in the Stripe field. If enabled, the postal code can be optionally prefilled from a related postal code field in your form.

The following image shows how Card icon and Postal code options are displayed in the Stripe field, if enabled.

Stripe Settings

The Settings tab allows you to configure payment mode and payment method settings for the Stripe field. Note that you will need to connect a Stripe account to Forminator before customizing Stripe field payment settings.

The Stripe field can be placed in Test mode until your form is ready to process live payments, and can be toggled to Live mode to begin accepting payments. For information about testing Stripe’s payment integration, refer to Stripe’s testing documentation.

Select the Stripe field’s payment currency from the drop-down menu. We recommend using the currency most likely to be used by the majority of your customers in order to minimize currency exchange feeds.

Payment Plans

The Settings tab also allows you to configure one-time and subscription payment plans to be processed by the Stripe field. Multiple payment plans can be configured for the same Stripe field, and conditionally processed based on form data.

Select an existing payment plan to configure payment plan details, or click Add Another Plan to add a new payment plan. Click the trash icon to delete an existing payment plan.

Enter the plan name to be displayed in the form submission and in the Stripe dashboard. For the payment type, select One Time to charge customers a single payment or select Subscription to change customers a recurring payment.

For One Time payments, simply select the plan payment amount:

• Fixed – Charge all customers the same amount, such as when submitting an application fee or deposit.
• Variable – Change the payment amount depending on form data. If selected, a drop-down menu will appear where you can select an existing Currency or Calculations field in your form to set the plan payment amount.

For Subscription payments, select the plan payment amount and quantity. For both settings, the available options are:

• Fixed – Charge all customers the same amount/quantity, on a recurring basis.
• Variable – Change the payment amount/quantity depending on form data. If selected, a drop-down menu will appear where you can select an existing Currency or Calculations field in your form to set the plan payment amount/quantity.

Whether you set the Quantity to be Fixed or Variable, the total amount that the user will pay equals the number in the Amount field multiplied by the number in the Quantity field. For example, if the Amount is $10 and the Quantity is 3, the user will be charged $30 when submitting the form and a similar amount on the next billing cycle.

For Subscription payments, select your billing cycle and choose whether to allow a free trial period. If a trial is enabled, select a trial duration, in days.

Multiple payment plans can be added to the same Stripe field and conditionally processed based on form data. First, select the Conditions tab, and then select an existing condition to configure condition details, or click Add Conditions to add a new condition.

Then, configure the conditional logic that will determine when to process the selected payment plan. For additional details on conditional logic, refer to our overview of conditional logic in the introduction to the Forminator Fields chapter.

Once customers have submitted forms with a subscription payment plan, your subscribers and subscription payments can be managed from the Stripe Dashboard. Alternatively, you can jump to individual subscriptions in Forminator from the Submissions page by selecting a form submission and clicking Manage subscription.

Stripe Advanced

Payment Receipt

Enable the Payment Receipt feature and Stripe will email a receipt to your customers following successful purchases. This receipt comes directly from Stripe and is in addition to any custom email notifications configured in Forminator.

Click the Email address drop-down menu to reveal the email fields present in the current form and select the applicable email address.

Stripe does not send receipts for purchases conducted in Test mode, only successful live payments will receive receipts.

You can customize the Stripe receipt email by clicking Customize email template, which will open the Stripe login screen. Log in to Stripe and follow their guidance on creating custom email receipts.

Payment Details

Statement Decipher

A Statement Decipher is techie phrase for the word or phrase appearing in a financial account statement that identifies where a transaction occurred. Typically, one would expect this to be the company name but you can create any custom decipher you wish as long it’s no more than 22 characters long.

Payment Description

The Payment Description will appear in the Stripe payment receipt emailed to your customers and will be part of transaction data recorded in the Stripe account that received the payment.

Card Validation

Stripe validates card information as it’s being input and this validation occurs independent of the validation of other user inputs, such as email addresses, as configured under the form’s Behavior tab.

Billing Details

Enable Billing Details to send additional information collected by a form to Stripe so the data appears with the payment information in your Stripe Dashboard. Click Enable, then select from the drop-down menus the information you want Stripe to include with the transaction record.

Meta Data

Any custom metadata associated with your form can be sent to Stripe and included in the MetaData section for each payment received. Any metadata sent to Stripe must conform to the service’s requirements: a maximum of 20 meta keys can be sent, key names must be 20 characters or less and mapped data will be truncated to 500 characters.

Stripe Styling Tab

The element classes on the Stripe checkout screen are associated with a specific field state, such as empty, invalid or complete. When a field’s state changes, usually because a user entered some data, a new class is applied. The Styling tab allows you to create custom classes while maintaining this relationship between classes and field state.

For example, when a user completes a given field with no errors, Stripe associates the default class StripeElement–complete with that field. You may change the class StripeElement–complete by editing the Complete field in the Styling tab, but Stripe will still associate the new class with the “complete” state, and only when a field achieves the “complete” state will styling associated with that class be applied.

Remember, modifying Stripe’s default classes is not necessary, but if you wish to do so, simply enter your custom classes into the fields provided and click Apply.

Click Read More to access the Stripe compendium of element types, objects, classes and styles.

Once you’ve defined your custom classes, or chosen to use the defaults, you can then use the classes to apply custom CSS in the editor available in the Forminator Appearance tab.

SCA Compliance

The Stripe Elements payment process is fully SCA compliant. Strong Customer Authentication (SCA) requires that online credit and debit card payments transacted in Europe use 3D Secure to authenticate payments.

Financial institutions may decline transactions that don’t follow SCA guidelines.

3D Secure, in a nutshell, dictates that verifying a card’s validity is insufficient protection from fraud and requires that customers authenticate each online purchase independently. This is typically accomplished by providing customers with a transaction-specific verification code delivered via email or SMS, similar to the example below.

A message will appear in your WordPress Dashboard following the update which outlines why updating to SCA is critical. Click Learn More to access a window we designed to expedite the process of verifying your forms’ appearance and functionality.

The Stripe is SCA Compliant window suggests things to look for when you are reviewing your forms.

The window identifies your existing forms that contain stripe fields. Click the edit icon on the right to access that form and review the Stripe field.