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Adding PayPal Buttons to Payment Elements

Updated

What is the PayPal Payment Element?

The Payment Element in CRM now supports PayPal and PayLater, enhancing the payment experience for your customers. With PayPal integration, you can provide a trusted and widely recognized payment option, helping to boost conversion rates and improve customer satisfaction.

 


Benefits of Using PayPal in the Payment Element

  1. Increased Payment Options: Offer customers the flexibility to choose their preferred payment method, including PayPal and PayLater.

  2. Seamless Checkout: The integration ensures a smooth and secure payment process, enhancing the overall customer experience.

  3. Enhanced Trust: Leverage PayPal's reputation to build trust with your customers.

  4. Easy Integration: Easily incorporate PayPal into your existing payment workflows without significant changes.

  5. Global Reach: Access a broader customer base, as PayPal is widely used internationally.

 


Features That Support PayPal in Payment Elements

  1. Websites & Funnels: Use the 1-step order form and 2-step order form page elements to collect payments on your website or funnel using PayPal buttons!

  2. Forms & Surveys: Collect payment using PayPal buttons in your forms and surveys with the "collect payment" element!

  3. Invoices: Easily collect invoice payments from your clients using PayPal buttons!

  4. Payment Links: Integrate PayPal buttons directly into your one-time payment links!

  5. E-Commerce Stores: Give shoppers more ways to pay by adding PayPal buttons to your e-commerce stores!

 



How to Enable PayPal in the Payment Element

Step 1: Connect Your PayPal Account

  • Navigate to Payments > Integrations in your CRM dashboard.

  • Click on PayPal and enter your Client ID and Secret Key obtained from your PayPal developer account.

  • Save the integration settings.


Step 2: Add or Update the Payment Element

  • If you are collecting payments in your forms, surveys, websites, or funnels, simply add the payment element to enable PayPal buttons during the checkout experience.

  • If you already have a payment element and are now adding PayPal as a payment option, ensure that your Payment Element is updated to the latest version that supports PayPal.

IMPORTANT: Replacing the payment element is ONLY necessary if you were using a payment element in your forms, surveys, websites, or funnels BEFORE Nov 1st, 2024

Step 3: Preview Payment Element

  • In order to see the PayPal buttons in your payment element, you will need to preview your form, survey, website, or funnel.

IMPORTANT: You will NOT see the buttons when adding the payment element in the form, survey, website, or funnel builder.

 


Frequently Asked Questions

Q: How do I obtain my PayPal Client ID and Secret Key?

Log in to your PayPal developer account, navigate to My Apps & Credentials, and create a new app to receive your Client ID and Secret Key.



Q: Can I use PayPal alongside other payment providers?

Yes, if you have multiple payment providers connected, customers can choose their preferred payment method during checkout. The image below is showcasing what a customer would see if they opened a payment link from your business, and you had multiple payment providers integrated. In this example, PayPal and Stripe are connected to the sub-account.

Q: Is PayLater available for all transactions?

PayLater availability depends on PayPal's terms and the customer's eligibility.



Q: Do I need to update my existing Payment Elements to support PayPal?

Yes, you need to upgrade your Payment Element to the latest version, which includes PayPal support.