Setting Up Confirmation Messages

Reading time: 3 minutes | Difficulty: Beginner

Overview

Display custom messages to customers immediately after successful payment. This guide covers configuring confirmation messages.

Prerequisites

• A payment form created
• Understanding of your post-payment communication

Accessing Confirmation Settings

1. Edit your payment form
2. Click the Confirmation tab

Step 1: Choose Confirmation Type

Select Message to display a confirmation message:

Step 2: Write Your Message

Enter your confirmation message in the text editor:

Basic Message

Thank you for your payment!

Your order has been received and is being processed.
You'll receive a confirmation email shortly.

Detailed Message

Thank you for your purchase, {payer_name}!

Order Details:
- Amount: {amount}
- Transaction ID: {transaction_id}
- Date: {date}

What happens next:
1. You'll receive a confirmation email at {payer_email}
2. Your order will be processed within 24 hours
3. We'll contact you if we need any additional information

Questions? Contact us at [email protected]

Step 3: Format Your Message

The editor supports:

• Bold and italic text
• Bullet points and numbered lists
• Links
• Headings

Using Smart Tags

Include dynamic information with Smart Tags:

Tag	Displays
{payer_name}	Customer’s name
{payer_email}	Customer’s email
{amount}	Payment amount
{transaction_id}	Transaction ID
{date}	Payment date
{form_title}	Form name
{field:field_name}	Custom field value

See Using Smart Tags in Emails for complete list.

Message Examples

E-commerce Purchase

Order Confirmed!

Thank you for your purchase of {amount}.

Your order number is {transaction_id}.

Shipping Details:
Your items will be shipped within 2-3 business days.
You'll receive tracking information via email.

Need help? Contact us at [email protected]

Donation Receipt

Thank you for your generous donation!

Your gift of {amount} will make a real difference in our community.

A tax receipt has been sent to {payer_email}.

With gratitude,
The Team

Event Registration

You're Registered!

Welcome to the Summer Conference, {payer_name}!

Registration Details:
- Amount Paid: {amount}
- Confirmation #: {transaction_id}

What's Next:
- Check your email for detailed event information
- Mark your calendar for June 15-17
- Join our attendee Facebook group

See you there!

Subscription Welcome

Welcome to Premium!

Hi {payer_name},

Your subscription is now active.

Your Benefits:
- Unlimited access to all content
- Priority support
- Monthly exclusive webinars

Get Started:
Log in to your account to explore your new benefits.

Questions? Visit our help center.

Formatting Tips

Keep It Scannable

• Use short paragraphs
• Include bullet points
• Bold important information
• Clear section headers

Essential Information

Always include:

• Thank you/confirmation
• What was purchased/donated
• What happens next
• How to get help

Avoid

• Excessive text
• Confusing layout
• Missing contact info
• Broken Smart Tags

Testing Confirmation Messages

1. Set up your message
2. Save the form
3. Make a test payment (Sandbox)
4. Verify message displays correctly
5. Check Smart Tags populate

Message vs Redirect

Message	Redirect
Shows on same page	Goes to different page
Quick to set up	More customization possible
Good for simple confirmations	Good for complex follow-up
Uses Smart Tags	Can pass URL parameters

See Redirecting After Payment for redirect option.

Combining with Email

Confirmation messages complement receipt emails:

• Message: Immediate feedback
• Email: Permanent record

Both can use similar content but serve different purposes.

Mobile Considerations

Confirmation messages display on mobile:

• Keep width in mind
• Test on small screens
• Ensure readability

Troubleshooting

Message not showing

• Verify Message type selected
• Check message content exists
• Test payment completion

Smart Tags not working

• Check tag spelling exactly
• Use correct format {tag_name}
• Verify data exists for tag

Formatting looks wrong

• Check editor HTML
• Simplify formatting
• Test in different browsers

What’s Next?

• Redirecting After Payment – Alternative confirmation
• Using Smart Tags in Emails – Dynamic content
• Configuring Customer Receipt Emails – Email receipts