Build a New Form
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.
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.
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
Optional product
turns your product into an optional add-on product that your customers can buy along with another main product.
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.
Taxes
Set a tax amount to be applied to your products.
Payment Methods
Select one or more payment methods (i.e. Credit Card, Bank Transfer, Offline payments, etc)
Advanced Customization
This is where you set up some advanced form settings, like adding custom CSS or custom Javascript code.
Apply Original HubSpot form styles
Maintains your original HubSpot form styles and matches DepositFix elements to the same style.
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).
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.
Last updated on August 4, 2021