Securely Process Credit Card Information

Getting Started

Terms Of Service

It's against the terms of service of Sitemason and all major credit cards to store credit card and sensitive information on our servers. This means that in our form tool you cannot collect credit card information via a text field and then run the card manually. You'll want to take the steps to either send people to a third-party payment page from your site or you can securely use our form tool to process credit cards by completing the steps below.

Thanks for the question.
We can setup the form if you'd like. We charge $120/hr for content work. Let me know if you'd like one of us to get started on this.
Otherwise, the steps below are how to get started building out the form. You'll want to set aside some time to work through kinks and testing since there are a number of steps.
If there are more than one thing people can buy (e.g. tickets and/or sponsership) then we'll need to help you with adding this math calculation at the end, once all the elements are added.
Here are the steps for setting up the form:
The Steps For Setting Up A Form To Collect Credit Card Information
In the Firefox web browser... (Some advanced beta tool steps require you edit in this browser. You can download it for free at http://getfirefox.com)
   1. Add a tool, a custom form
   2. In the "Setup and Information" tab, check to "Restrict to the secure server only"
   3. In the "Edit Form Fields" tab, add the elements you are collecting. Be sure to add the credit card field as a "Credit Card" element rather than the standard "text field."
   4. Click "Edit Actions" tab.
   5. Click "Add an Action..."
   6. Click "Process a credit card"
   7. Select your merchant account.
   8. Enter an Order ID prefix, like "event2". This will show up in your transactions so you can tie it back to a specific form.
   9. Click the fields tab.
  10. Match the drop down menus with the correct fields. (Based on how your Authorize.net or Paypal Payflow Pro account is setup, you may not need to require a CVV2 code.)
  11. Click Save.
  12. To setup confirmation emails, click "Edit Email Settings" and click "add".
If you are using Authorize.net, you can click your merhant account tool and set the test mode to true to test the from without a payment actually being run through. Here is a list of offical test credit card numbers you can use for this purpose: http://bit.ly/auLfz5
    Advanced notes: If you have any questions, let me know. Here are a few things that often come up:
    1. Your site will needs to have a secure template in order to have the secure form appear within your site. Otherwise, you can sent people to the form using a web address that will send them to a blank page with the information. Let me know if you'd like me to see if you have a secure template.
    2. If there are images in your form, you will want to insert any images in the form securely using the syntax "https://secure.sitemason.com/" After uploading the image, you can change the first part of the web address using the "insert/edit" image button.
Nate Baker
Sitemason Support
615-301-2600 ext. 3
support@sitemason.com
http://www.sitemason.com/support

The Sitemason CMS allows you to control content on your website, social network sites, blogs, mobile site and even your own iPhone app. Need a content management check-up? Go to http://www.sitemason.com/survey

You Can Always Contact Us To Help Build Your Form

We charge $125/hr for content work. If you ever need direct help, we can help setup a form and do things like setup advanced calculations if you'd like. If there are multiple things people can buy (e.g. a ticket, a t-shirt, a membership fee) then the form may best function with a total field that has a math calculation tied to it. Here's how to setup advanced calculations if you'd like to set this up.

Form vs Shopping Cart

If you have a number of items to sell and think a shopping cart rather than a form may better suit your online needs, contact us and we can see what it'd take to get you setup with a shopping cart on your website.

Securely Collect Credit Card Information With A Form

You'll want to set aside some time to work through kinks and testing since there are a number of steps.

Prerequisites

  1. You'll need an Authorize.net Account to securely collect credit card information with a form tool. You can get started setting up an Authorize.net at our partner page if you don't already have one.

  2. Please email us at support@sitemason.com and have us activate your account in preparation for setting up a Sitemason form with authorize.net. We'll activate an "Edit Actions" tab in your form tool as well as make sure you have access to add a merchant account tool you'll need in the steps below.
  3. Click the "Add a new tool" button to the right. Then Click "Add One" under "Merchant Account." If you don't see a merchant account tool, email us at support@sitemason.com and we will activate this for your account.

  4. You will need to use either Firefox, Chrome, or Safari. These are available as free downloads. The "Edit Actions" tab does not work in Internet Explorer.

  5. Click the "Add a tool" button

Setup A Secure Form

  1. If you don't already have a form tool setup, click the yellow  "Add a tool" button in Sitemason to the right of the section you'd like it to be added. Then click "Add One" under the a custom form. If you already have a form started, click the form to edit it.
  2. In the "Setup and Information" tab, check to "Restrict to the secure server only"

  3. In the "Edit Form Fields" tab, add the elements you are collecting. Be sure to add the credit card field as a "Credit Card" element rather than the standard "text field." Your last element will need to be a submit button for the form to work.

  4. Click the "Edit Actions" tab.

  5. Click "Add an Action..."

  6. Click "Process a credit card"
  7. Optionally add an Order ID prefix, like "event2". This will show up in your transactions so you can tie it back to a specific form.
  8. Click the fields tab.
  9. Match the drop down menus with the correct fields. (Based on how your Authorize.net or Paypal Payflow Pro account is setup, you may not need to require a CVV2 code.)
  10. Click Save.
  11. To setup confirmation emails, click "Edit Email Settings" and click "add".

If you are using Authorize.net, you can click your merhant account tool and set the test mode to true to test the from without a payment actually being run through. Here is a list of offical test credit card numbers you can use for this purpose: http://bit.ly/auLfz5

Advanced Notes

If you have any questions, please let us know. Here are a few things that often come up:

  1. Your site will need to have a secure template in order to have the secure lock icon to appear in a browser. This will likely be an additional charge for older sites.
  2. If there are images in your form, you will want to insert any images in the form securely using the syntax "https://secure.sitemason.com/" After uploading the image, you can change the first part of the web address using the "insert/edit" image button.
Have more questions? Submit a request

1 Comments

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    Nancy

    Even a non-tech like me can follow these clear instructions!  Thanks, Billy.

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