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Ways to Collect Information on a Payment Page

Updated

Need to collect a little more than a payment? You’re in the right place.

SignUpGenius makes it easy to gather the details you need from your group while they pay, purchase or contribute. You can collect information in four ways: forms, waivers, sign ups and item questions.

Depending on your collection, you may use one, all or none of these options. This guide will walk you through how each one works, when to use it and examples to help you choose the best fit.

Forms

Information collected in a form should be information that is needed from every payer on your collection despite what items they add to their cart. Take the following steps to build a form: 

  1. From Build > Forms, select Form or Waiver from the displayed options or click the orange "Add Form or Sign Up" button.
  2. Give your form a name.
  3. Start to build your form by clicking on questions from the left hand menu.
  4. The question types will be added to your form where you can customize them and choose to make them required.
  5.  Continue to add questions until you have completed all fields for your form.
  6. Click Continue to advance to the "Settings" step.  Choose to make the form dynamic and/or required.
  7. Click Continue to Preview and finally, Save your form.

Note: SignUpGenius forms and item questions should not be used to collect confidential or highly secure information such as credit card information, social security numbers, etc. SignUpGenius is also not HIPPA compliant, which should be taken into consideration when creating your form and item question fields.

Waivers

Waivers are considered a type of form and are also added from Build > Forms. To create a Waiver, use our Waiver elements to build your form.  Adding the Waiver Text field and a Signature field make your form a legally binding document that will not be editable once responses are submitted.

  1. From Build > Forms, click "Add Form or Waiver".
  2. Give your waiver a name.
  3. Paste or type your waiver copy into the Waiver text field.  Use the formatting tools to create line breaks or other formatting.
  4. Add a signature question type to your waiver. 
  5. Click "Save Waiver".

Pro tip: Want to put more emphasis on your form, sign up, or waiver? Choose to show your forms BEFORE your items.

Item Questions

Item questions are like mini-forms added to a specific item.  You'll want to capture information here that is specific to an item or to the payers who select an item. Six question types are available for item questions, including: open text, multiple choice, check boxes, date, phone number, and time. 

  1. From Build > Items, select an item type from the options displayed or click the orange "Add Item" button.
  2. Give the item a name and select an amount type.
  3. Advance through Description and Settings to Questions by clicking the Continue button or simply select the Questions tab at the top of the Item modal.
  4. Add your questions by selecting them from the left hand menu. Customize each question as needed.
  5. Click Save to save your work.

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