Form and payments

This guide is about the Form and payments block. Read the full guide to find out how to use the block, or go to a specific section if you are looking for the answer on how to:

The Form and payments block allows you to:

This is how the block looks on a page:

You need the Business plan to be able to add a Form and payments block. If you are on a different plan now, upgrade the plan here.

If you are adding a long form, it is better to place it on a separate page. Read how to create a page here. We place the form separately in the example. So the form doesn't distract users who don't need it.

Add a Form and payments block:

Now you need to adjust the block.

You can add and delete fields in the Content tab.

Add more fields if necessary:

If you need one more field, repeat steps 1–5.

We have also added a Checkbox field. You can check the box next to Default (screenshot 1) in the settings, this makes the box automatically checked when users fill out the form (screenshot 2). Users can uncheck the box if they want.

Required fields are fields that users must fill in to be able to send data or proceed to payment. You can choose which and how many fields are required. However, remember, there must be at least one Email or Phone field among them.

Check the Required field box (screenshot 1) in the field settings to make the field required. Uncheck the box when you want to make the field optional again. Required fields are marked with asterisks (screenshot 2).

If you need to remove a field:

You can customize the block design in the Design tab.

Choose a Fields style option:

You can set the style simultaneously for all the Form and payments blocks on your Taplink. Read here how to do it.

Adjust the button appearance. You can choose:

Now let's see what you can adjust in the Settings tab.

Here you can set:

Now let's look at setting up automated emails for leads in detail.

The automated email for leads is sent to each user as soon as this user sends the filled-in form.

Create the automated email to enable its sending:

Now you need to customize the contents of the letter.

Edit the elements in the email.

Tap an element for this. If it's a text, erase it and write a new one.

Tap the 6 dots to see more settings. Each element has different settings. Headlines, for example, have size and alignment settings. Also, all elements have moving and deleting options.

Some elements have advanced settings. When you tap the 6 dots near such elements, you can see the option Settings. For example, buttons have such advanced settings. They allow you to set the text on the button, specify a link, and customize the design:

Once you've adjusted the advanced settings, tap Save changes.

Edit other elements in the letter in this way.

Note, that the Avatar image is set automatically, it is always the same image that you've set in the Avatar block on your Taplink. If you want to change the Avatar image in the email, you need to change the image on the Taplink. Read how to do it here.

You can add a new element to the email:

Here's how to add an element:

Then edit the element as explained above.

You can remove an unnecessary element from the email:

That's it, the element has been deleted.

After setting up the automated email, tap Save changes.

If you no longer want the automated email to be sent to users, delete this email. Note, that the deletion is permanent. Later you will be able to create a new email though.

Tap the trash icon to delete the email:

You can accept payments using the Form and payments block. You must have a connected payment provider for this. If you are not connected to a payment provider yet, read how to do it here.

When a payment provider is connected, you can set up payment acceptance in the Payments tab:

Set up payment acceptance:

01. Activate Receive payments.

02. Set a price. Note, the currency's been set automatically for the whole profile when you signed up. It was determined by your location. You can change the currency in the profile settings in the General tab.

03. Select the product or service option.

04. Give a name to the payment purpose so that you can later find these leads among others. Below we explain how to find them.

05. Optionally, you can disable automatic status change for leads when users make payments. Uncheck the box for this. You may need this for sorting the leads, you can read more about the lead status and sorting later below.

06. Optionally, if you've not disabled the automatic lead status change, select the new status that must be assigned to the leads. By default, it is Success. You can change it to In progress.

7. You can also set up the automated email for paying users. Read the instructions below.

8. You can add promo codes for customers. More on this below.

9. Tap Save changes.

Now let's look at setting up automated emails for paying users and promo-codes in detail.

The automated email for paying users is sent to each user who has successfully completed the online payment after submitting the form.

Note, that if a user chooses a Manual payment method when paying, the email is not sent immediately. You need to manually change his payment status, then the email will be sent.

The automated email starts to be sent to the paying users once you create it. Tap the Add next to Email in the Payments tab and create the email as explained above.

If you no longer want the automated email for paying users to be sent, delete this email in the form settings. It will be permanently deleted. But you will be able to create a new one.

Tap the trash icon to delete the email.

If you provide discounts on special occasions, set up promo codes in the Payments tab:

A Section can make a Form and payments block more noticeable on your page. It is useful if the block is located on the main page of your Taplink. Read here how to apply it in the Section settings (screenshot 1). Look what a Form and payments block can look like with an applied Section (screenshot 2):

You can use add-ons for a Form and payments block. First, you need to activate and set up them in your profile settings. Go to the Add-ons tab and tap the link for this.

The following add-ons may be useful for a Form and payments block:

The activated add-ons are displayed in the Add-ons tab of the block. Note, that only add-ons that can be used with the block appear in the tab. You can adjust some of the add-ons there.

You can disable an add-on for the block. Uncheck the box next to the add-on in the block settings. Once you need the add-on for this block again, check the box.

When you have set up the block, tap Save changes.

You can view and work with the data, which users send to you through the forms, in the Leads section. Get there from your Taplink profile:

There you can see two tabs: Leads and Contacts.

The Leads tab contains a list of leads and all information on them.

Select the lead information that is displayed:

Now only the selected lead information is displayed.

You can narrow the set of displayed leads. For example, make only the leads with the New status or received from a specific page displayed. Use the filter for this:

Now only leads with the set parameters are displayed.

You can process multiple leads at once or each lead separately.

You can change the status of several leads or delete them at once:

Tap any field of the lead you need so that you can view all the information on it and process it.

Change the status of a lead:

Change the lead payment status:

If you want to process the leads in a third-party CRM, download them:

All information about the leads has been downloaded.

The Contacts tab contains only the contact information of your leads.

You can download all the contact information:

The contact information has been downloaded.

This is all you need to know about the Form and payments block on Taplink. Next, you can read how to present your product or service using the Image carousel or Media and text blocks. A good presentation means more leads!