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Creating a save card form

A step-by-step guide about creating a save card form.

Introduction

In this tutorial, we’ll show you how to create and customize a save card form.

Creating a save card form in 6 easy steps

We recommend going through the following steps:

  1. Switch to test API mode
  2. Create form
  3. Insert form shortcode into a page
  4. Test-drive form
  5. Customize form
  6. Switch to live API mode

1. Switch to test API mode

This tutorial assumes that you’ve already configured your Stripe API keys.

You can switch to test mode on the “Full Stripe / Settings / Stripe account” page in WP admin:

Switch the plugin to test API mode

2. Create form

You can create a save card form on the “Full Stripe / Forms” page in WP admin, by pressing the “Add form” button:

Create a new form by pressing the 'Add form' button on the 'Full Stripe / Forms' page

On the next page, enter form name and display name, and select a form layout, and press the “Create & edit form” button:

You can enter name and display name for the save card form, plus select the form layout

You can compare and learn the difference between form layouts here.

3. Insert form shortcode into a page

You can obtain the form shortcode on the “Full Stripe / Forms” page.

Please visit our dedicated knowledge base article on how to use shortcodes.

4. Test-drive form

Once the form shortcode is inserted into a page, you can open the page, and test your form.

The form is fully-functional in test mode, and you can save cards using test cards to simulate every possible outcome.

5. Customize form

Now that the form is up and running, you can customize the form if needed:

6. Switch to live API mode

When you’re ready to go into production, you can flip the switch on the “Full Stripe / Settings / Stripe account” page in WP admin:

Switch the plugin to live API mode

Still not finding the solution?

Our support team is happy to help you.

Contact support

Feature requests are always welcome!
We consider each feature request carefully, and examine how it fits the roadmap for the plugin.