Join Process also provides the option to configure a Payment Page or Confirmation Page. Payment and Confirmation Pages can ONLY be configured as a final step in a Join Process. Payment Pages will be used for items that require payment and will redirect you to the standard Checkout page. Confirmation Pages, however, will be used for free items or in a Join Process scenario where payment is not required but a Confirmation Page is desired. 

Set Up a Payment Page:

  1. From the Join Process Builder landing page, either create a new Step or edit an existing step.

    1. To create a new Step, from Step Types, drop down select the Payment option to open the Payment Step page. The recommended method for adding the Payment page is to add it when configuring the second to last Join Process page.

  2. Click Proceed to Next Step to open the Payment page.

  3. The Payment page does not contain any options for configuration. It will automatically mark the Payment page as the final step in the Join Process. The Payment page displayed is the standard checkout page in the Community Portal. The Final Step checkbox is already checked and greyed out because it cannot be uncheck when using a Payment page. 

  4. Click Save & Return to Process Builder.

Set up a Confirmation Page:

  1. From the Join Process Builder landing page, either create a new Step or edit an existing step. The recommended method for adding the Confirmation page is to add it when configuring the second to last Join Process page.

    1. To create a new Step, from Step Types, drop down select the Payment option to open the Payment Step page. 

  2. From the corresponding Step page, in the NextStep Lookup drop down, select Confirmation page.

  3. In the Instructions text box, type Instructions as desired.

  4. The Confirmation page will have the Final Step checkbox checked by default and cannot be unchecked. 

  5. In the Navigation Button Label text box, type the desired name for the Navigation Button Label that will display on the Confirmation page. This allows you to configure a link on the Confirmation page that will direct users to another location. i.e. "Return to Home", "Proceed to Portal", "Continue to...."

  6. In the Navigation URL field, type the desired URL for the user to navigate to after clicking the Navigation button on the Confirmation page.

  7. Click Save & Return to Process Builder.