Overview

Lead Liaison makes it easy to:

  1. Accept one-time payments and donations from over 30 payment gateways such as Stripe, PayPal, 2Checkout, Authorize.Net, WorldPay and many other leading providers.
  2. Accept recurring payments and donations using various payment gateways. 
  3. Link payment plans from Stripe and initiate them via form submissions.
  4. Build and publish embeddable forms that securely process credit card information.
  5. Keep track of donors and donation amounts
  6. Use donation events and payment amounts as criteria to trigger workflow automation.

The Payment and Donation app is available in Lead Liaison's App Cloud. Make sure the app is installed before you connect a payment account and set up payment/donation forms.

Payments vs. Donations

Donations and Payments are used to accept one-time or recurring deposits. Donations differ from Payments because they can accept varying amounts whereas Payments only accept fixed amounts.

Adding a Payment Account (Gateway)

Create your payment account first with the Payment Gateway provider. For example, go directly to www.stripe.com and create an account. The directions below will use information from your account to setup the Connector.


To add a Payment Account do the following:

Creating a Payment or Donation Web Form

To create a Payment or Donation Web Form, do the following:

You can hide the Amount field if needed by clicking on the field on the left then selecting Hidden under the Rules section.


Embed the Form into a Page

There are several options to embed your payment/donation form into your website. 

  1. Embed the form iframe code directly into your website
  2. Embed the form iframe code into a Lead Liaison landing page
  3. Embed the form iframe code into a Lead Liaison landing page that uses a Layout Template

In this example, we'll demonstrate scenario #2 above. 

Step 1: Grab the form iframe

In the screenshot below, we embedded a Donation Form into a Lead Liaison landing page created with a layout template:

Step 2: Create your Visual Landing Page

Important Notes When Embedding Donation/Payment Forms

<iframe src='https://t1.llanalytics.com/view-form.php?ll_custID=10268&id=2265' width='100%' height='500' type='text/html' frameborder='0' allowTransparency='true' style='border: 0'></iframe>

It's not possible to insert a Payment/Donation Web Form using the "Web Form" button on the Visual Landing Page Designer or from the dropdown in the HTML Landing Page Designer. Instead, manually add the iframe code to the landing page.

Managing Donations/Payments

Donations and Payments have their own dedicated page where all donations/payments are listed in order of Last Donation. To access the management page, go to Settings > App Setup > Donations or Settings > App Setup > Payments. Each column is described in more detail below:


Prospect Activity

Each donation or payment is added to the Activity History for a Prospect in their Prospect Profile. The top screenshot represents the classic Lead Liaison Prospect Profile, as well as what would be seen in Salesforce.com. The bottom screenshot is the OneFocus™ CRM Prospect Profile Timeline.

Using Filters in Automation

There are three filters and one trigger that can be used in a Workflow. The filters and trigger are described below:

Only whole dollar amounts may be used. For example, 60 (implying $60) should be used instead of $60 or 60.36 or $60.36

Supported Payment Accounts

Lead Liaison supports the following Payment Accounts. If a Payment Account is not listed that requires support please contact your Lead Liaison representative.  

Gateway
2Checkout
Agms
Alipay
Authorize.Net
Barclays ePDQ
Buckaroo
CardSave
Coinbase
Cybersource
Cybersource SOAP
DataCash
Dummy
ecoPayz
eWAY
First Data
Fasapay
GoCardless
Manual
Migs
Mollie
MultiSafepay
Netaxept (BBS)
Netbanx
Neteller
Network Merchants Inc. (NMI)
Pacnet
PayFast
Payflow
PaymentExpress (DPS)
PaymentSense
PayPal
PayU
Pin Payments
Realex
Sage Pay
SecurePay
SecPay
Sisow
Skrill
Stripe
TargetPay
WorldPay
WorldPay XML Direct
Veritrans
Yandex.Money

Setting up your Stripe Account

Viewing Payment Plan Transactions in Stripe

In the example below, we created a Lead Liaison form with a Plan Type of Gateway, and used the "Test Plan 3" plan, a preconfigured plan from Stripe. 

Stripe Test Plan 3 summary inside Stripe:

Once the form is submitted we can see all subscriptions, including trials and active payments, inside Stripe as shown below:

Cancelling Payment Plan Transactions in Lead Liaison

To cancel a Stripe Payment Plan from within Lead Liaison do the following: