Payment fields

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When a payment has to be made in the form, indicate this in the block Payment fields . The intention is that you will link the correct Gravity Forms fields to the settings fields. For payment fields these are:

Amount
Link here a field that has the value always a number. This can be a text field where you can only enter a number or a radio field with amount options. If there are multiple radio fields with amounts (such as one-off or monthly) always link the Total amount field here.

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A form checks on the basis of this Amount field whether it should make a transaction or not. This can be when this field is not linked or when the value of the linked field is 0. Then the submission will automatically continue as a non-financial submission.

Payment method
Link a field here where you can choose a payment method. The values of this field must always be one of the following values: Ideal, Direct debit, Creditcard, Sofort, Bancontact or Paypal.
It doesn’t matter what the labels are, as long as the values are equal to one of the above options.
Frequency
Link a field here where you can choose a payment frequency. The values of this field must always be one of the following values: One-time, Monthly, Quarterly or Yearly.
It doesn’t matter what the labels are, as long as the values are equal to one of the above options.
Bank selection
Link a field here where you can choose from a bank. The options that are supported are:
– ABN Amro (ABNANL2A)
– ASN Bank (ASNBNL21)
– ING (INGBNL2A)
– KNAB bank (KNABNL2H)
– Rabobank (RABONL2U)
– Regional bank (RBRBNL21)
– SNS Bank (SNSBNL2A)
– Triodos bank (TRIONL2U)
– Van Lanschot (FVLBNL22)
IBAN
Link a field here where one can enter the IBAN number of his / her bank.
Account holder name
This field is not mandatory to link but can optionally be linked to a text field where the visitor can enter the name of the account holder. If that field is not linked or is left empty, CampaignSuite will automatically fill in the first and last name of the submitter.
Dynamic destination
In addition to a fixed destination, it is also possible to link a field where the donor can choose a destination. But here is a dropdown field with the options as Label a name of the destination and as value (value) the destination ID from Salesforce. In this way, donations can be dynamically linked to destinations.
Dynamic campaign
This field works the same as the Dynamic destination field. Link a dropdown here where the donor can choose from different campaigns.
Account Record Type
It is possible to ask in your form whether the donor is making a private donation or on behalf of an organization.
Link a field here where the visitor can choose from Private or Organization. Make sure the values of the choices are always Household or Organization .

Note

The values of the Account Record Type can differ per Salesforce instance. To be sure, contact your implementation party to find out the exact names of the Account Record Type.