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Configuring FinDock PayLinks

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FinDock PayLinks is in beta stage. PayLinks is a paid add-on feature. Please contact us to get started.

Pre-requisites

  • FinDock Enhanced Online Experience enabled
  • FinDock WebHub is connected
  • Default source is selected
  • Salesforce Content Deliveries is enabled.

Creating the PayLinks landing page#

To configure the landing page:

  1. Assign the ‘Pages’ permission set to the user(s) configuring PayLinks.
  2. Open the FinDock Setup tab.
  3. Click the PayLinks tile under ‘PaymentHub’. Initial loading of landing page building may take time, so please be patient.
  4. Adjust page settings and appearance (logo, brand color, etc.) as needed and click Save changes.
  5. In the left-hand page structure, select the Payment Form component.
  6. Adjust the payment form settings as needed. Be sure to configure payment methods carefully. (See below for configuration options.)
  7. Click Save changes when you are done, and then click Publish.

Adding the payment link field#

The FinDock PayLinks payment link URL is automatically added to installments in your org. The unique URL is added to the Pay URL field. This field is available by default on the Installment object page layout. However, if it is not visible for some reason, please add it to the layout again.

Payment form options#

As with other page elements, you can modify the basic appearance - font, background, padding and so forther - of the form. In addition, there is two key settings: brand Color and Due Date Label.

The brand color setting determines the color of the radio button, checkboxes and button(s) on the payment form. The default color in the templates has been set to fit the color scheme of the template images.

The due date label setting is by default "Due," but you can change this or translate it as necessary.

Payment methods#

In this part of the payment form configuration, you need to decide what payment method(s) will be offered to the donor.

SettingDescription
Select Payment Method LabelThe text displayed above the dropdown list of payment method options.
Ask for Gift AidEnable to allow UK donors to contribute their Gift Aid tax relief.
Gift Aid textStatement explaining Gift Aid qualification. The default text is the officially recommended text from HRMC.
Claim Gift Aid labelConfirmation statement when a donor agrees to Gift Aid contribution. The default text is the officially recommended text from HRMC.

Click the Configure Payment Methods button to open the configuration details (pictured below).

The main aspects to plan and configure are:

  • Which payment methods you want to offer
  • The order in which the method options should be lists for donors
  • The default method for each payment period (one-time and recurring)

Payment Form payment methods configuration

The payment methods available in the configuration popup depend on which processors and methods you have activated in FinDock. Only activated methods can be used in the payment form. Use the left-right and up-down arrows to add methods to the form and change the order.

For each payment method, you can enter a custom label (name shown to the donor) and use the toggles to define the defaults for one-time and recurring options.

In addition, any parameters that are available for the given processor and method are available for configuration. You can see these by clicking the Show Parameters button. For each parameter you can define a label, a default value (if allowed), as well as set visible and required toggles. For some methods, if the parameters are required by the payment method (e.g. account holder name and account number for Bacs DD), they are already set accordingly and made visible for donors.

Page labels

SettingDescription
Button label nextThe text that appears on the button that advances the donor to the next step of the donation form.

Thank you page#

Here you configure the thank you message that you would like to show visitors who have made a payment or donation.

SettingDescription
Thank you typeSelect Embedded to show the thank you content that you define here. Select Custom to use a separate thank you page. For this option, you need to enter the URL for your page in the Thank you URL field.
Thank you titleThe main text at the top of the thank you message.
Title heading typeSets the size of the title text. Heading 1 is largest, heading 5 smallest.
Title font colorUse the color picker to set the title text color.
Thank you textUse the text editor to add a full thank you message for the donor.

Generic errors#

In addition to the error page that is displayed when something goes wrong with the payment process, you can define here the error messages that appear when a field value is missing or incorrect.

SettingDescription
Required field missing messageIf a required field is not filled in, this message is shown. In the message, __FIELD_LABEL__ is a variable that is replaced with the label of the field missing a value.
Invalid field messageIf field contains an invalid value, this message is shown. In the message, __FIELD_LABEL__ is a variable that is replaced with the label of the field with an invalid value.

Error page

Here you configure the error message that that is shown visitors who have made a donation, but for some reason (e.g. lost internet connection) the payment could not be processed.

SettingDescription
Error page typeSelect Embedded to show the error content you that you define here. Select Custom to use a separate error page. For this option, you need to enter the URL for your page in the Error Page URL field.
Error page titleThe main text at the top of the thank you message.
Title heading typeSets the size of the title text. Heading 1 is largest, heading 5 smallest.
Title font colorUse the color picker to set the title text color.
Error page textUse the text editor to add a full thank you message for the donor.

Already paid error#

Here you configure the message that that is shown when a payment link is accessed for an installment that is already paid.

SettingDescription
Already paid titleThe main text at the top of the thank you message.
Title heading typeSets the size of the title text. Heading 1 is largest, heading 5 smallest.
Title font colorUse the color picker to set the title text color.
Already paid textUse the text editor to add a full thank you message for the donor.

Not found error#

Here you configure the message that that is shown when a payment link is accessed for an installment that cannot be found.

SettingDescription
Not found titleThe main text at the top of the thank you message.
Title heading typeSets the size of the title text. Heading 1 is largest, heading 5 smallest.
Title font colorUse the color picker to set the title text color.
Not found textUse the text editor to add a full thank you message for the donor.