Improved payment confirmation messages

You should find adding payment methods to forms that take payments easier with this group of changes.

We now set default payment confirmation messages in forms which take payments according to the payment processor they use. This makes it easier to set up these forms in the first place and harder to overlook where you need customisation. This applies to both what the user sees on the last step of the form, after payment is completed, and in any confirmation message sent by email.

We have introduced two new payment processors: Cheque and Simulate

You can now substitute organisation name and address into payment confirmation messages (particularly to make it easier to say where to send cheques).

The form editor now shows the settings (cog wheel) menu, for all forms, without the need to press a button to access it.

You can add more non-payment-specific text (common to all payment methods) to the confirmation step of all the forms that take payment. This means you can reduce the text in the payment-specific bits to the minimum, related solely to the payment method. Read More…

Custom fields in the join form

You can now collect custom fields in the membership record using the join form. This uses the same method for adding additional fields as other forms (like questions or bookings).

To better match the types allowed for additional fields in forms with custom fields in membership records, the former now also offers (all of them both optional and mandatory):

* year
* whole number
* currency amount.

You can use these types anywhere additional form fields are offered, not just in the join form. Read More…

Gift vouchers

Cameo supports unique voucher codes which customers can use as a payment method in any form which takes payments. For example, for
* gift memberships,
* concert bookings, or
* merchandise.
They work like mobile phone top-up cards.
For example, this means someone can purchase a voucher and give it to someone else as a gift membership, without the data protection problems of the original purchaser needing to provide a third party’s details. Or they can gift a ticket voucher without needing to decide which particular concert for the recipient. Read More…

Preview forms

You can now preview a form to work as if embedded in a website. (This is analogous to previewing emails, and looks similar). New controls for this are just above the form in the form editor. This serves as a “halfway-house” between viewing a form in the form editor and embedding the form in your public website. Read More…

Discount codes

A new section, trading → discount codes, lets you define codes with various properties, like value and validity dates. You can then offer a box in forms which take payment, for members or customers to obtain that discount. The discount codes section also summarises which codes have been used, when and who by.

Initially, you can use these codes with the join form. We’ll extend this to other forms such as shopping (merchandise) and booking (for events) in future. Read More…