Hosted Sign-Up Pages

Overview

ChargeOver provides hosted sign-up pages or checkout forms for each of your plans and products. Customers can go to these pages straight from your website and sign up for subscriptions all on one page. All of their information will be saved in ChargeOver after they have checked out.

Enable hosted sign-up pages

1. Go to your Settings then Add-Ons then Hosted Sign-up Pages
2. Click Get Started
3. To add and customize a new hosted signup form template, click the New Hosted Form button
   • You can also edit an already existing template by clicking the name of the form you want to edit and select the "Edit Tab"

4. You'll be brought to a page with an array of options that allow you to choose things like the following.
   • What fields are on the form
   • Whether the customer should be sent a welcome email or payment receipt after signing up
   • Whether to show terms and conditions

If you do not see the option for a customization you would like to make, you can contact us. We may be able to make additional changes for you that are not available in the UI, such as adding custom fields.

Find sign-up page link on a specific plan or product

1. Go to your Products tab
2. Click on the product you want to find the link for
3. Under Plan and Product Overview, click the Hosted Sign-up Form button

4. This will give you the link to the hosted signup form. You can send this link to your customers or link to it from your webpage

Hosted sign up page links

1. Go to Settings then Add-Ons and Hosted Sign-Up Pages
2. Click the Get Sign-Up Form Link button under the Links column

3. Select the product that you want the sign-up form link for from the drop down menu

You will be given the sign-up form link for the product you have selected.

info

We do not support checkout style hosted-sign up pages, where the customer could add multiple products on one hosted sign up form. To get around this limitation, you can use our Bundles add on, to offer multiple products on one hosted sign up form.

Pre-authorizations, declines and hosted signup pages

By default, if someone signs up using a hosted signup form with a bad card, the subscription is still created.

The customer is then presented with an invoice to pay.

If this behavior is undesirable, you can turn on pre-authorizations on the payment gateway. This causes a $1.00 charge to happen to the card immediately, prior to the actual subscription being created. If the $1.00 charge is declined, then the subscription is never created.

This is not one hundred percent effective all the time. There can be cases where the $1.00 authentication succeeds, but after the subscription is created, the larger 100 dollar charge then declines.

Use sign-up pages for one-time purchases

Hosted sign-up pages can be used in different ways. If you don't want to use them to sign up customers for recurring subscriptions, you can use it for a one-time registration or purchase instead.

1. Create a product that only has a Setup Fee. You will want to use the Flat Pricing option to do this

2. Save
3. Now that the product has been created, you can click Hosted Sign-Up Form/Link in the right corner of the screen

4. Copy whichever link you want to use

5. Now, when a customer uses the hosted sign-up page, a One-Time invoice will be created for that specific product
6. You will be able to find the one-time invoice in your Invoices. It will look something like this

If you look at the line items, you can see the only charges are a one-time charge and a credit card processing fee.

There are no recurring charges because this product was purposefully not be set up as a subscription.

Allow or disallow duplicate sign-ups

You can allow or disallow customers to sign up more than once when they sign up using hosted sign-up pages.

1. Go to Settings then Add-Ons then Hosted Sign-up Pages

2. Go to the Options tab

3. On this page, you will see the Check for duplicate sign-ups? setting

4. With this setting, you can select how you want to handle customers trying to sign up more than once

• Selecting No dupe checking will allow customers to sign up more than once
• Selecting Basic dupe-checks (exact match company or email address) will disallow customers from signing up if their company or email address matches an existing one
• Selecting Multiple recent signups with the same customer external key will disallow customers from signing up if they have a customer external key matching an existing one

Sending email receipts

You can set up emails to be sent after a successful signup form submission.

1. Access the hosted sign up forms's settings by clicking on it's name

2. Click on the Edit tab
3. To send welcome emails after a successful form submission, enable "Send a welcome email?"
4. To send payment receipts, enable "Send a payment receipt?"
   • A payment success email will be sent if payment is successful
   • A failed payment email will be sent if payment is declined

note

If you are just collecting a payment and the transaction is declined, no welcome email will be sent, even if it is enabled. If you are only collecting the customers payment method and information but not creating a subscription, no welcome email will be sent, even if it is enabled.

I only want to collect the customers information

Sometimes, you don't want to have an automatic subscription created for a custome. You only want to collect their information, so they are saved as a customer in ChargeOver. Later on, most of the customers who use this option will manually create a one-time invoice or subscription for these customers.

To do this, you can follow the steps below.

1. Go to your settings and your Add Ons tab
2. Click Hosted Sign-Up Pages
4. Click the dropdown under the question 'Which product do you want a sign-up form for?' And scroll all the way down to the bottom of the prooducts listed
5. Select the option 'I just want the customers information, NOT create a subscription'
6. You will see a link you can copy for that hosted sign up page

If you a welcome email sent to the customers using this link, you can set up a custom event to trigger the email. Custom events are another one of our add ons you can enable.

A suggested set up for your custom event is below. Custom events are very customizable, especially if you want to use custom fields to really be selective with what criteria triggers your custom event. The sign up dropdown is one of the custom fields I set up in my test instance and is not a pre-set option for the custom event choices.

You can copy and paste the entire welcome email template that already exists under your email personalization settings and use that for the content in the email box.

And as always, you can reach out to our support team if you have further questions!

For developers

Embedding hosted sign-up pages in an <iframe>

You can embed ChargeOver's hosted sign-up pages into your own site, via an <iframe>. You can find this by going into your hosted sign-up pages settings and clicking on the tab Options.

The HTML code looks like this:

<iframe width="100%" height="800" src="PUT THE HOSTED SIGN-UP PAGE URL HERE">
</iframe>

If you see a message indicating the page cannot be displayed (possibly due to security protections), make sure you whitelist the domain name your <iframe> is hosted on.

URL parameters for pre-populating forms

ChargeOver supports a number of URL parameters you can add to the hosted sign-up page URL to pre-populate some of the fields on the hosted sign-up forms.

For example, if your hosted sign-up page URL is this:

https://example.chargeover.test/r/signup/etnx5zsg6ha9/3d80a13dd017

You can append ?email=jane@example.com&name=Jane Doe to pre-populate the Your Email and Your Name fields on the form:

https://example.chargeover.test/r/signup/etnx5zsg6ha9/3d80a13dd017?email=keith@uglyslug.com&name=Jane Doe

Available URL parameters

URL Parameter	Description
email=	The customer's email address
company_name=	The customer's company name
phone=	The customer's phone number
name=	The customer's first and last name
customer_external_key=	The customer external key value
customer_custom_X=	Customer custom field value; Set X to the custom field number
package_custom_X=	Subscription custom field value; Set X to the custom field number
package_external_key=	The subscription external key value
package_quantity=	The quantity to purchase
package_holduntil_datetime=	Delay the date of first payment; use a date or an expression like "+7 days"
currency=	A 3-characters currency ISO code to present pricing in (example: "USD" or "CAD")

ChargeOver.js

If you want to host forms on your own website, but still securely collect credit card information, you can use ChargeOver.js.

Using ChargeOver.js gives additional flexibility like being able to add your own fields and completely control look the look and feel of the forms.