Creating a Gravity Form Purchase Form

Any Gravity Form can be used to sell any Exchange product. Variants and Recurring Payments are not yet supported, but will be in the 1.1 and 1.2 releases respectively. This article covers setting up a basic Purchase Form.

Before you get started, you should install one of the Gravity Form Payment Add-ons.

1. Create a new Gravity Form

Go to the Forms menu in the WordPress Admin area, and press the Add New button. Enter a title for this form – we recommend the product title – and provide a description if you'd like.

2. Add Custom Fields

Gravity Forms Checkout Pro works with all of the Gravity Forms field types. At minimum you should probably add the Name, Email, and Address. After that it is time to get creative. Add fields for whatever information you need to collect, perhaps a Birth Day, or maybe a complex conditional logic setup. It's all possible

3. Add Product Fields

There are a couple of required fields that you'll need for your custom purchase form. All of these can be found under the Pricing section.

Product Field

Click the Product button to add the Product field to your form. Then select the product this form is for from the Connect to iThemes Exchange Product dropdown. We recommend keeping Field Type set to Single Product. The product price will be auto populated from the price you've set in Exchange. If you'd like you can Disable the quantity field. This will only allow for customers to purchase one product at a time.

Quantity

If you want to have more fine-grained control over the quantity of product purchased, click the Quantity button. Additionally, you must disable the quantity in the product field. From here you can enforce a min or max product quantity. Number Format should be set to either of the two number formats, not the Currency option.

Total

It's probably wise to display to your customers their order total, before they place their purchase. And that is exactly what the Total field does.

Credit Card

Finally click the Credit Card button to provide a means for your customers to pay you. Different payment gateways might have different settings, and you should double check the Gravity Forms documentation before proceeding.

4. Additional Settings

Finally, visit the Form Settings page for some additional configuration.

Form Button

We recommend customizing the Form Button Text to something other than "Submit", such as "Purchase" or "Buy" or anything you'd like. For a more advanced purchase form, enable Button conditional logic and configure to your heart's content.

Logged-in

Gravity Forms supports both Logged-in purchases and Guest purchases. This is controlled by the Require user to be logged in checkbox under the Restrictions section. If you'd like to enable Guest purchases, you should enable the Guest Checkout core-addon. This can be done from the Exchange Add-ons sub-menu page.

Confirmations

If you aren't redirecting your customers to a confirmation page on checkout, then you'll want to customize the confirmation message. This can be done in the Confirmations pane seen on the left side of your screen.

5. Start Selling

All that's left for you to do, is to embed your purchase form into your WordPress site. This can be done by pressing the Add Form button seen above most content editors in WordPress. You can read more about Embedding a Form over at Gravity Forms.

When your customers complete the form, a payment will be generated in Exchange that you can view and manage as normal in the Exchange Payments sub-menu.

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