How it works

Using a Payment Block, you can collect payments or fundraise with Formli. Payment Blocks can be customized by payment amount, data fields, and payment frequency (monthly, recurring, or one-time). Payments are primarily handled via our integration with Stripe.

This guide will walk you through all the basics needed to start your first fundraising campaign.

<aside> 👉 This article assumes that you already have a Formli account. For more information on making a Formli, see here

</aside>

Setup Guide

Step 1 - Create a new Formli Payment Block

  1. Click the + Add New Block button on your Formli dashboard

    Payment block 1.png

If you’re adding a Payment Block to an already existing Formli, just click + Add New Block under the previous Block

payment block 2.png

You can also add new Blocks in the builder by clicking + Add New Block

payment block 3.png

Step 2 - Select the "Payment or Donation" Block type

  1. Open the Block type drop down and select Payment or Donation

    Screen Shot 2022-07-07 at 12.57.06 PM.png

Step 3 - Specify the payment amounts and customize payment options

  1. Add more than one amount by clicking + Add Option under the payment amount

    Screen Shot 2022-07-07 at 12.59.20 PM.png

  2. Choose your preferred currency

    Screen Shot 2022-07-07 at 1.00.40 PM.png

  3. Let users add a custom amount by clicking the Allow custom amount checkbox

    Screen Shot 2022-07-07 at 1.01.20 PM.png

  4. Remove a payment option by clicking the red minus button

    Screen Shot 2022-07-07 at 1.02.24 PM.png

Step 4 - Further Payment Options