Skip Credit Card Input for Zero-Dollar Orders in Forms

TL;DR

HighLevel added a setting to skip credit card requirements for $0 orders in forms and surveys. This is a minor update for agencies offering free products or promotions.

Who this affects

This affects agencies and SaaS entrepreneurs who use HighLevel forms or surveys to sell products. Specifically, it impacts those who offer products for free, either through a coupon, promotion, or as a standalone zero-cost item. Agencies that exclusively sell paid products will not find this relevant. HighLevel has not confirmed who this affects in terms of specific plan levels or sub-account setups.

What changed

A 'required credit card' setting was introduced for the 'Sell Products' element within HighLevel forms and surveys. When this setting is toggled off, customers can complete a checkout process without providing credit card information if the order total is zero. This zero total can result from a coupon, a promotion, or the product being free by default. If the 'required credit card' setting remains on, credit card input is mandatory, regardless of whether the order total is zero or not. Limits, plan gating, and rollout status for this feature are unknown; HighLevel has not confirmed them.

Where to find it

HighLevel has not published the exact location yet. Based on the functionality, this setting will likely be found within the individual form or survey builder, specifically when configuring the 'Sell Products' element.

How agencies will use this

An agency might use this for lead generation or client onboarding. For instance, an agency wants to offer a free guide or a free 15-minute consultation to potential leads. They can create a product in HighLevel priced at $0. When setting up a form or survey for this offer, they would add the 'Sell Products' element and ensure the new 'required credit card' setting is turned off. Now, when a prospect fills out the form to claim the free offer, they will not be prompted to enter credit card details. This removes a friction point, potentially increasing conversion rates for free offers. Leads can then be added to a workflow for nurture sequences.

Our take

This is a standard feature update. It addresses a specific use case around offering free products or promotions. Agencies running frequent free offers may see a minor benefit by reducing friction. For others, it is unlikely to have a significant impact on operations this week. HighLevel has categorized this as a 'standard' significance update.