How it works
Using a Payment Block, you can collect payments or fundraise with Formli. Payment Blocks can be customized by payment amount, data fields, and payment frequency (monthly, recurring, or one-time). Payments are primarily handled via our integration with Stripe.
This guide will walk you through all the basics needed to start your first fundraising campaign.
This article assumes that you already have a Formli account. For more information on making a Formli, see here
Setup Guide
Step 1 - Create a new Formli Payment Block
- Click the
+ Add New Block
button on your Formli dashboard
If you’re adding a Payment Block to an already existing Formli, just click + Add New Block
under the previous Block
You can also add new Blocks in the builder by clicking + Add New Block
Step 2 - Select the "Payment or Donation" Block type
- Open the Block type drop down and select
Payment or Donation
Step 3 - Specify the payment amounts and customize payment options
- Add more than one amount by clicking
+ Add Option
under the payment amount - Choose your preferred currency
- Let users add a custom amount by clicking the
Allow custom amount
checkbox - Remove a payment option by clicking the red minus button
Step 4 - Further Payment Options
- To collect payments via PayPal, go to the ‘Payment Options’ section and select
PayPal
, then enter the email associated with your PayPal account - Offer one-time payments, monthly recurring payments, or both in the “Payment Frequency” section
- Formli defaults to one-time payments. Visit the “Default Frequency” section to personalize your default settings
- Select
This is a political donation
when it applies
Step 5 - Customize submission buttons
- To customize submission buttons, visit the “Customize Block style” tab
- Here, you can customize the:
- Button Color
- Payment Amounts Button
- Data Collection Button
- Payment Checkout Button
In this example, we changed the Payment Amounts Button
from “Continue” to “Go On”
Step 5 - Save changes
- Select
Save Changes
when you’re finished customizing your Formli
Step 7 - Connect to Stripe
- On your Formli Dashboard, you’ll now see a blue bar that says “You recently created a Payment Block. In order to accept payment, you need to connect with Stripe.”
Select
connect with Stripe
to get started. Once your Stripe account is created and verified, you will be ready to receive payments and payouts with Formli.
For more information on Connecting Formli with Stripe, see here.