The Make a Payment task requires a user to pay a fee to be considered for the program. This article will discuss how to create a Payment task in your site and the different payment processors that can be used in SurveyMonkey Apply.
NOTE: Apply's platform allows you to collect payments from your applicants using third-party payment processors. Some of these payment processors may require Strong Customer Authentication (SCA) under the EU Payment Services Directive (PSD2). People in Europe who submit payment through their application may need to provide additional authentication. It's not possible to disable this authentication when payment processors require it.
- How to Create a Make a Payment Task
- Task Settings
- PayPal Settings
- Stripe Settings
- Authorize.net Settings
How to Create a Make a Payment Task
To create a Make a Payment Task in your site:
- Go to your Workflow
- Click on the Name of the stage to access the stage configurations
- Click on the Tasks tab
- Click on the Plus+ icon
- Select Make a Payment
- Complete the task settings as listed below
Task Settings
| Settings |
Description |
| Title |
This is the name of the task that will be visible to your applicants within their task list. |
| Payment Source |
Select the payment processor you wish to use to receive a payment in the site: For more information on the information required for each payment processor please see the corresponding section below. |
| Instructions |
This description is shown to applicants who complete this task. Specifying instructions is optional. When checked, the Visual Editor is displayed which allows the content to be formatted accordingly. This description will be visible to your applicants within the application underneath the task. |
| Optional |
Make your task Optional. By default, your task will be required to complete. If you wish to allow your applicants to proceed without completing the task you can set the task to be optional. |
| Deadline |
Set a deadline on your task. Decide if you wish to prevent applicants from completing the task after a certain date. |
| Prevent Editing | Enabling this setting will mean that applicants will not be able to edit the task once they have fully completed it. |
| Prerequisites |
The tasks you set as Prerequisites will need to be completed in the site before this task becomes available. A common example of this is if you wish to force your applicants to complete a Basic Information form task before another task becomes available. TIP! Select "Hide task until prerequisites are met" if you wish to make it clear to your applicants that they need to complete the prerequisite first. |
| Set who can edit this task |
Determine who this task is to be edited by:
Applicants refer to the owner/ creator of the application and Collaborators refers to any additional users added as members to the application. If set to Applicant Only or Collaborator Only, the task will still be visible to the other user type, however, it will not be editable. |
PayPal Settings
| Settings |
Description |
| Client ID |
This ID will be provided to you on your PayPal account. |
| Secret | This key will be provided to you on your PayPal account. |
| Payment Currency |
Enter the Currency that you wish to accept. The currencies available are limited to the ones provided in the drop-down within the task. |
| Amount |
Enter the amount that you wish your applicants to pay. Must be greater than 1. Processor fees will apply. Please DO NOT include the $ sign or any equivalents in this value. |
For more information in regards to the setup of PayPal you can refer to their documentation here: www.paypal.com/ca/smarthelp/home
Stripe Settings
| Settings |
Description |
| Publishable Key |
This token will be provided to you on your Stripe account. You can input your Publishable in this field to link the payment task to your Stripe account. |
| Secret Key |
This token will be provided to you on your Stripe account. You can input your Secret Key in this field in order to link the payment task to your Stripe account. |
| Payment Currency |
Enter the currency that you wish to accept. The currencies available are limited to those provided in the drop-down within the task. |
| Amount |
Enter the amount that you wish your applicants to pay. Must be greater than 1. Processor fees will apply. Please DO NOT include the $ sign or any equivalents in this value. |
For more information in regards to the setup of Stripe you can refer to their documentation here: stripe.com/docs
Authorize.net Settings
| Settings |
Description |
| API Login ID |
This ID will be provided to you on your Authorize.net account. It will be an 8 character ID. For more information in regards to this, you can refer to Authorize.net's support article. |
| Transaction Key |
This ID will be provided to you on your Authorize.net account. It will be a 16 character ID. For more information in regards to this, you can refer to Authorize.net's support article. |
| Payment Currency |
Enter the Currency that you wish to accept. The currencies available are limited to the ones provided in the drop-down within the task. |
| Amount |
Enter the amount that you wish your applicants to pay. Must be greater than 1. Processor fees will apply. Please DO NOT include the $ sign or any equivalents in this value. |
For more information in regards to the setup of Authorize.net you can refer to their documentation here: support.authorize.net
To set up your Authorize.net account:
1. Log into the Merchant Interface. (https://account.authorize.net/)
2. Click Account from the main toolbar.
3. Click Response/Receipt URLs under Transaction Format Settings.
4. Click Add URL.
5. Enter your Response URL, which would be your Site's URL
6. Click Submit.