Step 1: Set up an account on Stripe. You can do that here.
Step 2: Set up the Stripe add-on in Gravity Forms. You can find a step-by-step guide for doing that here.
2.1: Go to the Settings page under the Forms plugin, on your WordPress dashboard.
2.2: Click on the Stripe tab to open the Stripe settings.
2.3: Click on the ‘Connect with Stripe’ button.
2.4: Fill out the form to activate your account.
Step 3: Enable the Stripe Webhooks. (Click the “View Instructions” link for a step-by-step guide on completing this.)
When asked to select which events to send, select ‘Receive all events’. You will be given a url to serve as the endpoint. Paste this into the appropriate field. (Shown below.)
Step 4: Select which payment collection method you want to use. (Gravity Forms Credit Card Field is a simple option.)
Step 5: Create a new form in Gravity Forms. This will serve as your donation form.
Step 6: Add the appropriate fields to your form. Things like name, email address, phone number, etc. are good basic fields to include. In addition, you’ll need to make sure you add some special pricing fields. These include a product field where you can set donation amounts and the Gravity Forms credit card field (assuming you selected this as your payment collection method in Step 4).
Step 7: Under the settings for your new form, select the Stripe tab. Here is where you set up your form’s Stripe feed. This is an essential step! You’re form will not receive donations if this step is not completed!
7.1: Name your feed.
7.2: Select your transaction method. If you select the ‘Subscription’ option, this will prompt the donor to set up recurring payments.
Step 8: Test your form. You can get a fake credit card number from Stripe as long as your form is in test mode. You can copy this fake number into your form to test it.
8.1: Copy and paste the fake number into your form and input values for the expiration date, security code and cardholder name fields. (Note: the fake expiration date must be in the future for this to work.)
8.2: Click ‘Submit’ to submit your test form.
8.3: Check your Stripe dashboard. If the form is set up correctly, you should see an entry on your dashboard, like the one below.
Step 9: Set up confirmations and notifications. You’ll want to set up confirmation emails to be sent to your donors when they fill out a donation form. You’ll also want to tell Gravity Forms which email to notify when a completed form is submitted. When a donation comes through, who do you want to know about it? Put their email in the ‘Send to Email’ field.
If you have any complications or questions during this process, don’t hesitate to reach out to a Five More Talents team member through our help desk!