News & Updates
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Payments now integrated with Surveys
January 8, 2025
Because we know that every organization has different preferences for how payments are collected, our team is always looking for new ways to make that easy and flexible for you.
The newest option allows you to accept a payment as part of a survey. This allows you to accept donations, sell products, or charge for programs in a way that feels completely seamless.
If you've used this feature with a JourneyCARE form, you'll find the set-up to be similar and quite intuitive.
*The main difference between forms and surveys is that a form shows all of the questions on the same screen, whereas a survey presents one question at a time.
Customers completing a $0 order through Forms or Surveys can now skip card entry altogether. With the new Require card for $0 orders setting on the Sell Products element, payment fields are automatically hidden when the total is confirmed as $0 and there are no recurring charges. This also applies to orders made free through a 100% discount, while subscriptions and free trials will continue to require a card. Existing Forms and Surveys remain unchanged unless the setting is turned off.
WhatsApp conversations can now move seamlessly from messaging to voice, with WhatsApp Calling generally available on both web and mobile. Teams can make and receive calls directly within the conversation, manage calling hours and permissions, route calls to the right team members, and record outcomes through customizable call dispositions. Call results can also trigger automated follow-ups and appear in call reporting, giving teams a clearer view of what happens after each conversation. With calling built into the existing WhatsApp experience, businesses can resolve complex questions faster, respond to high-intent leads more effectively, and keep the full customer interaction in one place.
