FlexForms User Guide

Purpose and Scope

FlexForms is a new way to set up a payment form for your product and a new way for your customers to make their purchases. This guide assumes that you are familiar with placing links on your own site and other web development tasks.

There are also some VERY important things for you to know about FlexForms as you use the system. We realize that many of you may not read this guide in its entirety, but if you do nothing else, click to read the following topics and review the information in red:

What is FlexForms?

We started this project with the goal of updating our old payment forms and to create an entirely new form system—FlexForms—that offers you a feature-rich experience and an easier process.

Using Flex Forms you’ll be able to create a consumer experience from the first “buy now” click, through as many forms as you’d like to present by creating Payment Flows, use a test environment called the Sandbox to work with and perfect your forms and flows before sending them live. The link to your live forms and Web Widgets will only ever need to be placed one time—you’ll no longer have to place a new version of a payment link every time you want to make a change to a form or flow.

There are lots of terms to familiarize yourself with, and we'll try to make it as easy as possible as we go along.

Where do I find FlexForms in the Admin?

Once you’ve logged in to the Admin Portal, look for the FlexForms Systems mega menu; it should be on the left side of the mega menu bar. Hover over that, then click FlexForms Payment Links.

Note: For best user experience, please avoid using Google Chrome when administering FlexForms.

User Guide Table of Contents

You can click directly on a specific topic to learn more about the feature, or click the arrow button at the bottom of this page to browse through the topics in order.