PayPal - Payment Processing

Add PayPal Payment Processing question to your survey to easily process payments from your respondents. We don't charge or take any type of cut of the purchase. We also do not store any of the credit card information on Pointerpro, it all goes through PayPal.


   Essential         
    Professional         
   Enterprise         
   ReportR  

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DEFINITION


PayPal is an online system that lets you pay for goods and services with a safe online account, that is connected to your credit card or checking account.




This guide will teach you: 

  1. Connect Pointerpro to PayPal
  2. Set up the question type
  3. Change the general question settings
  4. Edit the question
  5. Create payment processing logic
note
NOTE


Depending on the location of your respondent, alternative payments via PayPal are presented.



1. Connect Pointerpro to PayPal

Go to the settings for  My Account by clicking on the avatar icon at the top right-hand corner of the screen.

PayPal - Payment Processing- my account

Scroll down to  Technical Info and click  Create for PayPal Integration.

PayPal - Payment Processing- paypal integration

Set up a PayPal Developer Account and create Sandbox and Live applications. Copy the Client ID and Secret values into the tool and click Create.

PayPal - Payment Processing- paypal integration

2. Set up the Question type

In the Questions tab, click the button ? Questions, select  PayPal and click Add.

PayPal - Payment Processing- add a paypal question

3. Change the general question settings

PayPal - Payment Processing- change the general question settings

  1. Hide/show the question settings.
  2. Change the question order.
  3. Change question type.
  4. Make the question active/inactive.
  5. Lock/unlock the question to be edited by other team members.
  6. Copy, Delete, or Preview that particular question

4. Edit the question

PayPal - Payment Processing- edit the question

  1. Add your questionn  here. Use the rich text editor icons to make your text bold, italic, add emojis, videos, variables, and more.
  2. Click Add media or Add YouTube video to upload images or videos to make your questionnaire more entertaining. The file needs to be under 2MB. To add a YouTube video, paste a YouTube link after clicking the Add YouTube video button.
  3. Make the question mandatory - toggle the button to require respondents to answer the question before moving to the next one.
  4. Add a question tag - turn this feature to add a tag to your question that you can reference in your survey or PDF.
  5. Amount - Enter the amount which you want to charge. Note that respondents cannot change the amount to be paid. It can be a variable.
  6. Currency - Choose the currency for payment. Note that the following currencies are supported: USD, EUR, GBP, CAD, AUD, NZD, CHF, SEK, HKD, SGD, and NOK.

Don't forget to click Save changes. This is how it'll look like:

PayPal - Payment Processing-  example

PayPal - Payment Processing- example

5. Create Payment Processing Logic

You can create question logic or outcomes based on a successful or failed payment.

5.1 Question Logic

5.2 Outcomes 

5.1 Question Logic

If you want to let the respondent skip to the end/to a certain question after a successful/failed transaction, question logic is the way to go.


Head to the Extra Options tab and click on Question Logic. Click Create rule and set conditions based on whether the answer to the PayPal transaction question is: payment is successful or payment has failed.

PayPal - Payment Processing- question logic

5.2 Outcomes

You can also base final outcomes on the payment status. 


Head to the Extra Options tab and click on Outcomes. Click Create outcome and choose to show this outcome when a certain condition is met.


You can now set the outcome screen to be displayed based on whether the transaction was successful or has failed.

PayPal - Payment Processing- outcomes

What's next?

  • If you require payment from your respondents to download their personalized PDF report after completing your survey, you have to set up a second survey where the respondents will complete the payment and then download their report.
  • With Stripe you have the ability to collect payments through your survey or assessment! We don’t charge or take any type of cut of the purchase when you use the Stripe integration, but you will need to pay whatever fees Stripe requires for processing. 
  • Share Your Questionnaire: Share your surveys, quizzes, and assessments by using a questionnaire link, QR Code, email, and embedding it. Select the way that suits your needs more and start sharing your questionnaire to increase the response rate and collect more data.
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