Can I use Paythen with JotForm or other form tools to offer payment plans?

Yes you can – with most of the popular form builders. As long as your form builder allows you to set a custom redirect url after form submission, you can get your customers to complete the form, then redirect them to the Paythen plan payment link to complete payment (or the other way around).

Using Paythen is super easy if you intend to charge all your customers the same total payment plan amount – eg: $1,000 over 10 weekly payments. To do this, all you have to do is create a payment plan in Paythen and add the link to that as the success redirect url in your form submission settings.

However, Paythen isn’t limited to just that – in most cases you’re using a form builder like JotForm, Gravity Forms or others because you want to offer your customers a selection of different products or services and the total amount payable for each customer can be different. You can also use Paythen in this instance where each customer’s payment plan amount is going to be different, as long as your form tool supports passing the total to the success page url. We know you can definitely do this with JotForm and Gravity Forms but most form builder tools should have this capability.

Here is a demo JotForm form that shows you exactly how the flow would work for customers when you want to offer a payment plan using JotForm and Paythen.

Your customers will fill out the form in your form tool, click on the CONTINUE button, and be shown their own custom payment plan page to complete their payment and begin their payment plan. You can even add optional additional admin fees if you prefer.

To create a similar set up and offer payment plans using your JotForm form (or other form builder), these are the steps. We’ll use JotForm as an example below but this works with most form builders:

1. Create your free Paythen account
2. Create a template in Paythen by following these steps, then copy the template link
3. Go to your JotForm dashboard and create your form with all the fields you want
4. Open the form settings page where you can edit the behaviour of the form after submission
5. Choose the “Redirect to an external link after submission” option and in the url box, paste in your Paythen template link which will be like this: https://app.paythen.co/template/jy76dxr
6. Now add the following information after the template link:?plan_name={name} payment plan&price={totalamount}&name={name}&email={email}So once you are done, the full URL field will look like this: https://app.paythen.co/template/jy76dxr?plan_name={name} payment plan&price={totalamount}&name={name}&email={email}Noting that only plan_name and price are the two required fields. The reason we pass name and email is to make it simpler for your customers to not have to fill out their own name and email again on the payment page.The values in the curly brackets eg: {name} and {totalamount} come from your form. These actual values will vary based on the form builder you’re using.
7. You can complete the steps on this demo JotForm form to see how the flow will work for your customers.
8. Specifically for JotForm, there is a hidden field here that gets the total amount from your form and passes that to the success URL. This uses the calculation widget field – you can read how that works here.

If you’re trying to set up a workflow with any form builder and Paythen, get in touch with us via the chat icon and we’ll help you get this up and running.