Credit Card Survey/Registration Form
Making a Credit Card Survey/Registration Form is just like making any other survey, except that you will be able to collect credit card payment for event registrations, products, or services sponsored by UC ANR.
First of all, make sure you are signed into the Surveys and Registrations tool as a Cooperative Extension County Office. You can only create a credit card survey/registration form from a County Office account. Here's how it works.
1. Go to the Surveys and Registrations tool's Main Menu Page (via the Create/Edit Surveys link on the County's Site Builder User Dashboard) and click Add a Survey.
2. Give your new survey a name in the Survey Name field and click Save Information.
3. This takes you to the Survey Edit Page where you will add whatever questions you need for the survey/registration form. Before you add any questions, though, click Survey Formatting.
4. At the top of the Survey Formatting Page is a list of four links. Click Credit Card Information. (Note: This link only shows up if you are logged in as a County Office.)
5. On the Credit Card Information Page, check the box for Activate Credit Card Payment. If you know the DaFIS accounting codes you will be using, you can also input them now, but don't worry if you haven't got that information — you can always come back and input it later. Click Save Information.
6. Now you're back on the Survey Formatting Page. Since you are making a Credit Card Survey/Registration Form, you will want to change the label on the button that people click when they complete the form. The default label is Save Survey Information; replace it with something more appropriate, like Submit Registration. Then click Save Information.
7. Now it's time to add questions on the Survey Edit Page. Click Add a Question.
8. Along with other questions (name, contact information, where to mail a product or registration packet), you will include at least one Credit Card Charge question indicating how much the client is paying and for what.
You can specify how many of an item the client can buy (as many as 20 per form) and whether the item is required or optional. Multiple items will be summed up automatically for the credit card transaction. When your question is complete, click Save Information.
Do NOT add any questions about credit card numbers, expiration dates, or account names. The Surveys and Registrations tool generates those questions automatically on a page that the client will see after completing the survey. Click here to see what the Credit Card Transaction Pages look like.
The entire credit card transaction, including input of the credit card information, the charge itself, and a permanent record of the charge, is handled on a secure server separate from the one that processes your survey. Even when you check your View Results Page, all you will see of the transaction is an indication of whether or not the client has paid. And once a client has paid, you cannot delete that response to the survey.
9. After you have added all of your questions, click Test Your Survey to try out your credit card survey/registration form to make sure it works the way you want it to.
10. Now you're almost done, but there's still one more thing you have to do. A credit card survey/registration form cannot be activated without Regional CAO approval, so once everything else is complete, contact your Regional CAO. He or she will review the survey and activate it so your clients' money will go into the right account.