Configuring Form Fields

Reading time: 6 minutes | Difficulty: Beginner

Overview

WP Payment Pal provides 17 different field types to collect information from your customers. This guide covers all available fields and how to configure them.

Prerequisites

• A payment form created
• Understanding of your data collection needs

Accessing Form Fields

1. Edit your payment form
2. Click the Form Fields tab
3. Use the Add Field dropdown to add fields

Adding Fields

1. Click the Add Field dropdown button
2. Select the field type you want

1. The field appears in the list
2. Click the field to expand and configure it

Field Configuration

Each field has common settings:

Setting	Description
Label	Text shown above the field
Placeholder	Hint text inside the field
Required	Whether the field must be filled
Default Value	Pre-filled value (supports Smart Tags)

Customer Information Fields

Customer Name

Collects the customer’s full name.

Option	Description
Format	Single field or First/Last name split
Required	Usually yes for payment forms

Email

Collects the customer’s email address with validation.

Option	Description
Required	Almost always yes (needed for receipts)
Validation	Automatic email format checking

Important: The Email field is required for sending payment receipts.

Telephone

Collects phone numbers.

Option	Description
Format	Standard phone input
Required	Optional based on your needs

Standard Input Fields

Text

Single-line text input for any information.

Option	Description
Label	What information you’re collecting
Max Length	Optional character limit

Use cases: Company name, order notes, custom data

Number

Numeric input with optional constraints.

Option	Description
Minimum	Lowest allowed value
Maximum	Highest allowed value
Step	Increment value (e.g., 1, 0.5)

Use cases: Quantities, ages, measurements

Checkbox

Single or multiple checkboxes.

Option	Description
Options	List of checkbox choices
Required	At least one must be checked

Use cases: Terms acceptance, add-ons, preferences

Radio

Single selection from multiple options.

Option	Description
Options	List of radio choices
Default	Pre-selected option

Use cases: Size selection, shipping method, preferences

Dropdown

Select menu for choosing one option.

Option	Description
Options	List of dropdown choices
Placeholder	“Select…” text

Use cases: Country selection, categories, options

Date

Date picker for selecting dates.

Option	Description
Format	Date display format
Min/Max Date	Date range restrictions

Use cases: Event dates, delivery dates, booking

Hidden

Stores data without displaying to customers.

Option	Description
Value	The hidden value (supports Smart Tags)

Use cases: Tracking codes, referral IDs, form identification

Payment-Specific Fields

Price Options

Displays the pricing options configured in the Price Options tab.

Option	Description
Display Style	How options are presented

This field automatically shows your configured prices.

Coupon

Allows customers to enter discount codes.

Option	Description
Placeholder	Hint text (e.g., “Enter coupon code”)

Only shows if coupons are enabled for the form.

Order Summary

Displays the payment total with line items.

Option	Description
Show Line Items	Display individual items
Show Discounts	Show coupon savings

Organizing Fields

Reordering Fields

Drag and drop fields to reorder them:

1. Hover over a field
2. Click and drag the handle on the left
3. Drop in the new position

Deleting Fields

1. Expand the field
2. Click the Delete button
3. Confirm deletion

Smart Tags in Default Values

Use Smart Tags to pre-fill fields dynamically:

Tag	Description
{user-email}	Logged-in user’s email
{user-first-name}	Logged-in user’s first name
{user-last-name}	Logged-in user’s last name
{form-id}	Current form ID
{form-title}	Current form title
{query var="param"}	URL parameter value

Example: Pre-fill email for logged-in users:

• Default Value: {user-email}

Required vs Optional Fields

Always Required

• Email – Needed for receipts
• Price Options – Customers must select what to pay for

Usually Required

• Customer Name – For payment records

Typically Optional

• Phone – Unless needed for delivery
• Custom fields – Based on your needs

Best Practices

1. Keep it minimal – Only ask for necessary information
2. Email first – Put Email field early for abandoned cart recovery
3. Logical order – Name, Email, then custom fields, then payment
4. Clear labels – Use descriptive, unambiguous labels
5. Helpful placeholders – Show example formats

What’s Next?

• Setting Up Price Options – Configure pricing
• Using Smart Tags in Emails – Dynamic content
• Adding Coupon Fields to Your Form – Enable coupons