The Signup Forms page is divided into two tabs, for Merchants and Referrers. Click either tab to view a list of previously saved signup forms by user type, or to create a new Merchant- or Referrer-specific signup form.
Merchant Signup Forms Tab
The Merchant Signup Forms tab is located in the upper left hand corner of the page, and displays a table of your previously saved signup forms for specific Merchants. The table displays the following information:
Merchant Signup Form Table Column Name | |
|---|
Merchant Signup Form Table Column Name | |
|---|
ID | The Payrix-generated ID associated with the Merchant. |
Name | The name of the Merchant. |
Code | The autogenerated code associated with the Merchant’s business name. |
Fees | The number of fees associated with the Merchant account. |
Created | The date that the signup form was created. |
Merchant Signup Form Tab Actions
The Merchant Signup Form tab supports accessing more information, copy a link, deleting a signup form, and creating a new Merchant signup form.
To access more information about a saved Merchant signup form, click any information in the table row to open the Merchant Signup Form Details page.
To copy a signup form link:
Click the THREE DOTS icon in the right hand side of the table to open the Copy or Delete lightbox in the page.
Click COPY LINK and a link to the signup form will be automatically copied to your clipboard.
You can email the link or embed it in your website to reuse the previously saved form.
To delete a signup form:
Click the THREE DOTS icon in the right hand side of the table to open the Copy or Delete lightbox in the page.
Click DELETE to open the Delete lightbox in the page.
Click CONFIRM to permanently remove the form from your account.
To create a new Merchant signup form, click ADD MERCHANT FORM in the upper right hand corner of the page to open the Add Merchant Signup Form page.
Referrer Signup Forms Tab
The Referrer Signup Forms tab is located in the upper left hand corner of the page and displays a table of your previously saved signup forms for specific Referrers. The table displays the following information:
Referrer Signup Form Table Column Name | |
|---|
Referrer Signup Form Table Column Name | |
|---|
ID | The Payrix-generated ID associated with the Referrer. |
Name | The name of the Referrer. |
Code | The autogenerated code associated with the Referrer’s business name. |
Fees | The number of fees associated with the Referrer account. |
Created | The date that the signup form was created. |
Referrer Signup Form Tab Actions
The Referrer Signup Form tab supports accessing more information, copying a link, deleting a signup form, and creating a new Referrer signup form.
To access more information about a saved Referrer signup form, click any information in the table row to open the Referrer Signup Form Details page.
To copy a signup form link:
Click the THREE DOTS icon in the right hand side of the table to open the Copy or Delete lightbox in the page.
Click COPY LINK and a link to the signup form will be automatically copied to your clipboard.
You can email the link or embed it in your website to reuse the previously saved form.
To delete a signup form:
Click the THREE DOTS icon in the right hand side of the table to open the Copy or Delete lightbox in the page.
Click DELETE to open the Delete lightbox in the page. Click CONFIRM to permanently remove the form from your account.
To create a new Referrer signup form, click ADD REFERRER FORM in the upper right hand corner of the page to open the Add Referrer Signup Form page.