How to Process Web Form Transactions

Warning: Editing your Web Form before all submissions have been processed in Eleo will cause them to get stuck in the Pending folder. It will simply keep refreshing when you attempt to process them. To prevent this, we recommend this order of operations:

-Keep up to date with processing your pending transactions

-Make the appropriate edits to your form

-Use the new Web Form link that is generated by Eleo

-Take that live link to replace your old one. It will not automatically update.

Once someone submits your form, you can navigate to your Web Forms Module in Eleo to review and process any information.

1) Go to Web Forms > Search Web Forms.

2) Click on the form that you would like to review the pending transactions for. These will have already taken place in your payment processing account.

a) You can filter for forms with only pending transactions. To do so, select ‘Yes’ in the filter for ‘Pending’ under the Search Options section. Then, click on ‘Search’.

3) Once you click on a form, you will be brought to the Web Form Dashboard. You will be able to see a list of those that are ‘Pending’ on the bottom left hand-side. Click on the ‘Pending’ button to review and process information.

4) You may choose to ‘Add’ or ‘Ignore’ transactions individually, or you may select from ‘Set All Actions’ at the top if you have several to process.

1. ‘Add’ is for submissions that you would like to be added to your Eleo database while ‘Ignore’ is typically used when testing a form and to be aware of any fraudulent transactions. If a bot attack were to take place on your Web Form, we would recommend giving us a call to bring it to our attention, and we would most likely direct you to your payment processor to confirm what took place. If your payment processor confirms this is what occurred, we would have you close out your form with an end date to then create a new one.
2. Existing contacts will appear in black font in your pending folder while new contacts will appear in red.
3. Once you have made your selections, click on ‘Process’. This will add or update the records in your database, or it will ignore any that you do not want to process at this time.

• Processing data on existing contact records will overwrite what is in your database (Ex. the contact record’s Comment box). This can happen whether on a new contact that you searched for in order to map it to an existing one, or if an existing contact completes the form with a field that is already completed in their contact record.