Custom Button

Prerequisites

• Sign up

  for a Curlec account.
• Log in to the

  Curlec Dashboard

  and complete the KYC requirements.
• Curlec Dashboard has

  test and live modes

  . Payment Buttons created in the test mode do not appear in the live environment. You must create a new Payment Button in live mode.

Create a Custom Payment Button

Below are the steps to create a Custom Payment Button:

1. Select a Template

2. Add Button Details

1. Select a Template

1.1 Log in to the

1.2 Click + Create Payment Button.

1.3 On the Button Creation Wizard, select the Create Your Own button type.

1.4 Click Use this template.

2. Add Button Details

Configure these sections to create the Payment Button:

2.1 Button Details

On the Button Details pop-up page, enter the relevant information:

1. Title: Provide a name for the button. This name is for your internal reference and appears on the Curlec Dashboard. It will not be visible to customers. For example, Annual Baking Competition.
2. Button Type: If you want to change the button type, click the drop-down list and select one of the types. If the button type is switched mid-way, any information entered during creation will not be saved.
3. Button Label: The text on the button to be displayed to customers. Please enter alphanumeric characters only. The maximum character limit is 20. An example for this is Register Now.
4. Button Theme: You can choose between the following themes:
   • Curlec Dark
   • Curlec Light
   • Curlec Outline
   • Brand Color (This is the color configured by you on Curlec Dashboard)
5. Click Next.

2.2 Amount Details

For the Payment Button in the example, you must create the Registration Fee amount fields with the following configuration:

To create the Registration Fee amount field:

1. Click +Add Amount Field.
   
2. From the drop-down list, select Fixed Amount as the field type.
3. On the pop-up:
   1. Enter the label of the product as Registration Fee.
   2. Click + Add Description and enter details if required.
   3. Enter the amount as 50.
   4. Click the more icon to view Advanced Options. Select Item has Limited Stock and enter the value as 50.
      
   5. Click Save.
4. Save the field and click Next.

2.3 Customer Details

In Customer Details, configure the information that must be entered by the participant while making the payment. By default, Email and Phone must be entered. However, you can edit the labels of these fields.

Custom Fields

You can add more fields to collect additional data from the participant. Let us add two custom fields - Name and Address.

To add Name custom field:

1. Click + Add Input Field. From the drop-down list that appears, select Single Line Text.
2. In the modal, enter the label for the custom field - Name.
3. If required, add a description for the field.
4. Click Save.

Similarly, create the custom field for Address.

To proceed, click Next.

The data entered by the participants will be available in the Transaction Details report.

2.4 Review and Create

1. Review the details entered in the previous sections. You can click Back to navigate to the Button Details, Amount Details and Customer Details sections to make changes.

2. Click Create Button.

3. After completing the steps, the button code appears. Copy this code and add it in your webpage.

Embed Payment Button Code in Website

The embed code generated on the Curlec Dashboard must be embedded in your website. After this is done, the Buy Now button will appear on your website.

Customers can click this button to:

1. Open Curlec Checkout
2. Select the products
3. Add their name and address
4. Complete the payment.

You can embed this code on any webpage, be it a custom HTML site or one built on platforms such as WordPress, Wix or Google Sites.

Make Test Payments Using the Payment Button

Follow these steps to make a test payment using a payment button:

1. Select the payment button you wish to test from the dashboard and click Get Code.
2. Click Copy Code to copy the code to your clipboard.
3. Test the Payment Button by adding the code to the

   Payment Button Test Widget

   .
4. Paste the code in the text box and click Run Code.
5. Click on the Payment Button that appears in the preview section.
6. Enter the required details and click PROCEED TO PAY.
7. Select the payment method of your choice to proceed with the payment.
   • For Cards: You can use these

     test card details

     .
   • For FPX: You can select any bank for your test payment. Select Success or Failure, depending on which flow you wish to test.
8. You should see a confirmation message depending on the flow you have selected.

Customer Interaction

Let us make a test transaction to check how the customer will interact with the button on your website.

1. Click the Register Now button.
2. Enter name and phone number and fill in the details in the other fields and click Next.
3. Select a payment method, for example, card, and complete the payment.
4. The payment success screen is displayed and a confirmation email is sent to you.

Post Payment Actions

After the customer has successfully completed the payment, you can:

Send Payment Receipt

• You can ensure that your customers receive payment receipts via email once they complete the payment. Know how to

  send and download automated or manual payment receipts

  .

• If you are an NGO, you can

  send and download payment receipts with Tax Exemption information

  .

Show Custom Message

You can show a custom message to your customers once they complete a payment.

To show custom messages:

1. On the Button Created Successfully pop-up page, click Configure against Redirect URL and Custom Message.
2. On the pop-up page, enable Show a custom message.
3. Add the custom message in the field.
4. Click Save.

Add a Redirect URL

You can redirect your customers to another page after they complete a payment.

To redirect your customers:

1. On the Button Created Successfully pop-up page, click Configure against Redirect URL and Custom Message.
2. On the pop-up page, enable Redirect URL.
3. Add the redirect URL in the field.
4. Click Save.

View Transaction Details on Curlec Dashboard

You can view the payments as and when they are made in the

Export Report

You can also export the report data into a CSV file.

To export report:

1. Log in to the

   Curlec Dashboard

   and navigate to Payment Button.
2. Select the relevant Payment Button. The Transactions Details View appears.
3. Click Export All (CSV) button.

A .csv file is downloaded, where you can find a monthly report of all the payments made using your button.

Related Information

• Payment Button

• How Payment Button Works

• Payment Button States

• Quick Pay Button

• Buy Now Button

• Donations Button

• Manage Payment Button

• Prefill Amount Fields

• Search for a Payment Button

• View Reports