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Form Builder – Payment Gateways

With Omeda’s integration of two distinct payment gateways, HostedPCI and PayPal, businesses have the flexibility and security they need to process transactions efficiently. Whether opting for the robust security measures of HostedPCI or the familiarity and convenience of PayPal, users can tailor their payment processing to best suit their needs. These payment gateways not only enhances the payment experience for customers but also provides a comprehensive solution that prioritize both security and convenience.

HostedPCI

HostedPCI is actually not a payment gateway on it’s own. They work in conjunction with other popular gateways and processors to facilitate PCI Compliant credit card processing. It is designed to seamlessly integrate with these existing payment processing systems and provide a smooth and efficient credit card payment experience for customers.

With HostedPCI, the payment fields (credit card and CVV fields) are hosted by HostedPCI within an iframe that can be placed on Omeda’s forms. There are two iframes HostedPCI offers that Omeda has integrated with; Basic and Interactive.

The Basic iframe provides the standard Credit Card Number field along with the CVV Number.

To add the Basic iframe to your form for credit card processing:

  1. Navigate to the Form Dashboard and select the Build option from the action menu of your form
  2. Navigate to the page where you want to add the payment fields
  3. In the left panel, under the Paid -> Payment Fields section, you will see a Hosted PCI content. Drag that onto your form.
  4. From the same section, drag Credit Card Expire date onto the form underneath the Hosted PCI element.
  5. You’ll also need to include a Rate (either create new or select existing from the Paid -> Rates accordion) which will provide the amount to charge.

The Interactive iframe not only provides the standard Credit Card Number/CVV Number fields, but it also:

  • Automatically formats the entered credit card number.
  • Displays icons of the credit cards that are accepted.
  • Conditionally highlights the icon of the credit card being used as the numbers are being entered.
  • Changes the credit card number and CVV input box from red to green once a valid amount of numbers have been typed in.
  • Adds basic field styling to the credit card field, CVV field, and Expire Date field.

To add the Interactive iframe onto your form, follow the same instructions as the Basic iframe but search for the “Hosted PCI Interactive” element instead of the Hosted PCI element.

Note: The form used to collect payment using the Interactive iframe must be built over a specific Product. This iframe cannot be used on a form that is built over the Company Level.

PayPal

The PayPal Pay Now payment method can be used as an alternate payment method on Form Builder forms. This allows your customers to log in to their own PayPal accounts to make a payment using the various PayPal supported Payment Methods. The PayPal Pay Now functionality cannot be used for subscriptions with Auto Renew.

To get started, you will first need to determine and provide the Rest API Client Id and Client Secret for your PayPal Business account. You can access this information within your PayPal account by searching for API in the App Center.

You will need to provide the Client Id and Client Secret to Omeda and these credentials will be used to create the Payment Credentials in Settings.

After the Payment Credentials have been created, the PayPal elements can then be added to a Form Builder form.

The PayPal Form Builder elements can be found in the Paid section of the builder and include the following:

  • The Payment Method element – this element will allow your customers to choose whether they would like to pay using a credit card or PayPal. With no additional setup, the element will display either the HPCI credit card information and the standard Submit button or the PayPal Pay Now button.
  • The PayPal – Pay Now Button – this button will replace the submit button on the payment page of your form if the PayPal Payment Method is selected. Customers can click this button to make a payment with their PayPal account.

These elements will need to be pulled onto the payment page in Form Builder. The resulting page should look something like the screen shot below.

On the form itself the Payment Flow will work like shown in the video below:

Testing Note: In Staging, PayPal transactions will be visible in the PayPal Sandbox. In Production, transactions from the the Test will not be processed to PayPal. Transactions from the live form will be processed to your PayPal Business account.

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