FlexForms Payment Flow
A Payment Flow allows you to create a path for your consumers to follow when submitting payments. When a purchase is approved they can be sent one way, when declined they can be sent a different way. This lets you control the experience that consumers have and allows you to cascade declined consumers to other forms or other payment processors in order to increase your chances of making a sale. Because of the unique new set up for FlexForms, you may make changes to your payment flows without having to change the links you’ve placed on your site or having to reset the forms.
Creating a New Payment FlowFrom either Sandbox or Live Mode, click the Add New link at the top left (if you’re in Live Mode the system will automatically toggle you to the Sandbox.
Clicking that link will open up the PRIMARY TILE for the payment flow. There’s a visual Payment Flow Map that hides behind this open tile, but essentially you’re actually editing the first tile in the flow.
Most of the items on that first edit screen are pretty self-explanatory if you’re already familiar with CCBill’s current forms and using our pricing admin, but there are a couple of things that we want to point out to you.
Active TileThe top of the window always tells you which tile you are currently working on:
RedirectAlong the left side of the screen there are several redirect options (New Form, Existing Form, or URL).
Your Primary Tile is the starting point for that particular Payment Flow, so you must select an option from the Redirect To section. Select your option here before you do any editing in the middle area of the screen as the options are different depending on your selection here.
Payment Flow NameEach Payment Flow has to have a unique name. You’ll notice, though, that there are sometimes two name fields, one for the Form (if you’re using a New or Existing Form redirect) and one for the Payment Flow. This Payment Flow field only displays the FIRST time you edit the Primary Tile (when you’re creating the Payment Flow), but it can cause a bit of confusion if you’re not paying attention.
If you want to make changes to the name of the Payment Flow, the Payment Flow Name field is editable all the time; just click the name, update it, and click Save.
Payment Flow MapAfter you’ve saved the first tile of your Payment Flow, you’ll be able to see a graphic representation of the Payment Flow.
You can edit that Primary Tile any time by clicking on the tile and making changes to the options, or editing the form in the Form Library under Manage my Payment Forms.
As with any map, the key is to know how to read the map. You know how to find the Primary Tile, but let’s talk about the other items in the map.
The tiles directly below and to the right of the Primary Tile are called Redirect Tiles. By default they are created for every new Denial redirect you add and will always default to the same state: No Redirect. In the No Redirect state the consumer will not be taken anywhere after performing the steps required from the Primary Tile. So, if the consumer is declined or approved when trying to process a transaction in a flow with No Redirect, they will see the decline or approval message and will not be taken anywhere else. No approval page, no new form to try again, and no redirect to your website.
Adding Extra TilesIf remaining on the approval or denial screen after a transaction is not what you want the Payment Flow to do, you need to click on the Modify link of one of the tiles to add your desired behavior.
Deny PathRight now we want to modify the Deny tile so that when a consumer is declined on a transaction, they will be sent somewhere else to try again. But how do we know which tile to click?
The Path Markers are placed to help you know in what instance a consumer will hit the next tile, if one exists. In this example, none exists yet, so we’re going to click Modify in the No Redirect box to the right of the Primary Tile because the Deny path marker points to that tile.
Clicking that brings us to a screen that looks quite familiar.
This screen looks very similar to the screen you saw when you created your Primary Tile and the Payment Flow. There are a few differences. The window title is Deny Path and there’s no Payment Flow Name. Everything else is similar.
Just like that screen, it’s important that you set your Redirect To area (where the brackets are in the image) before you modify other things on the screen, as the options change based on what you want to redirect to.
Approval PathModifying the Approval Path is still similar, but your options are limited. You can’t redirect to a New or Existing Form, but you may redirect to a URL or add a URL to the approval page of the tile for the consumer to click on instead of being automatically redirected to.
The unavailable items are grayed out so that you can’t click on them. This is a good place to add the link to your members’ area or a similar location.
Form CarouselWhen you’re modifying a tile and adding an existing form to the tile, you’ll run into the new Form Carousel. The Carousel gives you a small preview of forms in your library and lets you scroll through the forms using the navigation arrows on either side of the carousel.
You can use the Form Filter to narrow the forms you want to see in the Carousel by status. This is especially helpful if you want to make a Payment Flow that you can promote to live without having to wait—using a Payment Form that is already approved by CCBill will eliminate the wait period (usually 24-48 business hours) and allow you to promote the Payment Flow to live as soon as you’re satisfied with the Payment Flow.
The arrows on both sides of the carousel will rotate the carousel to the next form in the library:
The form in the middle of the carousel displays as a thumbnail with the form name below it. If you want make changes to a form you can do it by clicking Modify This Form at the bottom of the screen while the form is centered.