Build a New Form – DepositFix | Billing Solution for growing coaching companies

DepositFix enables you to build payment forms in two ways: - by crafting independent DepositFix forms with custom fields - or by utilizing your existing HubSpot forms. With the latter approach, Your HubSpot forms remain unchanged - instead, we create a new, separate DepositFix form by combining the original HubSpot form with payment options.

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We use the HubSpot part of our form to collect contact information. After submitting the form, we attach any payment information to that contact.

You can learn more about how DepositFix integrates with HubSpot and where the payment information is stored in this video.

From your DepositFix dashboard, go to forms and Click on Create new Form.

This will open up your DepositFix form builder.

Form Name and Field Type

Name This is the name of the DepositFix form you will create. The form you create can be accessed through the DepositFix app by its saved name.

Form Fields Type You can select the type of base form you’d like to use

DepositFix creates a fully independent DepositFix form without needing a base HubSpot form; when selecting DepositFix as your base form type, you can create your own form fields.

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Select from a list of pre-defined fields (first name, last name), or select NOTE to create your own custom text field.

HubSpot uses an existing HubSpot form to build the payment integration. This will list all the available forms on your HubSpot portal. Choose the one that you are converting and adding the payment fields to.

Settings

Accept discount codes This checkbox will add the ability to accept coupons and discount codes to your form.

Redirect URL This field allows you to set the redirect URL for your form submissions.

Products

Select a product from the list of products you created.

Allow to change quantity Allows your customers to choose the quantity of the product they want to purchase

Product Grouping These options allow you to display and group multiple products:

Selectable: All of these products will be added to the selection, but only one can be chosen.

Optional: Users can add multiple of these products as optional add-ons to their order.

Required: This product will always be added to the total and cannot be removed from the order.

Add new product Allows you to add more products to your form; this is useful when you want to give customers a list of products to choose from.

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If you have multiple products with the same type (e.g. Subscription), they will be grouped into a single list to allow your customer to choose from.

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Your customer will be charged for both products if you have different product types (Single Payment + Subscription)

Taxes

Set a tax amount to be applied to your products.

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You can either select a flat tax percentage that applies to all customers or enable automatic sales tax, which calculates tax dynamically based on location.

Payment Methods

Select one or more payment methods (i.e. Credit Card, Bank Transfer, Offline payments, etc)

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For credit card payments, you need to select the payment gateway/account you want the payment to be processed through. DepositFix processes credit card payments through several payment gateways, you can check the list of gateways and connect your favorite ones here.

Advanced Customization

This is where you set up some advanced form settings, like adding custom CSS or custom Javascript code.

JavaScript callback 'onFormLoad' Adds a Javascript callback that will be triggered after the form is rendered. This is useful to add some custom functionality to the form or change some features dynamically (e.g. changing the price depending on the selected option).

Javascript onFormSubmitted Callback that executes after the form is submitted to the server. This can be used to send analytics events.

CSS Styles - Allows you to add custom CSS styles to your DepositFix form.

Preview Form

This is where you can preview your form, get your embed code, or get your direct form link.