How to Process Web Form Transactions
Please Note: Before making changes to your web form, first process any pending submissions in Eleo. Making changes while submissions are still pending can cause those submissions to become stuck in the Pending folder.
User Tip: Most changes to your web form will update automatically. Only changes to the form's display settings (such as font, size, color, embedded scrolling options, or height/width) require updating the embedded code or link on your website.
Once someone submits your form, you can navigate to your Web Forms Module in Eleo to review and process any information.
- From the homepage of the Web Forms Module, select the form you'd like to process. Pending submissions will be listed under the Forms with Pending Submissions section. These submissions are waiting to be reviewed and processed into your Eleo database.
Please Note: If a payment was included with the submission, it has already been processed by your payment processor. Processing the submission in Eleo does not process the payment again. It simply adds or updates the submitted information in your database.
- 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 the 'Process' button to review and process this information.
- You may choose to Add or Ignore submissions individually, or use Set All Actions at the top if you have several to process.
- Add: Adds or updates the submitted information in your Eleo database.
- Ignore: Skips processing the submission. This is typically used when testing a form or when you do not want to add the submission to your database.
Once you have made your selections, click Process to complete the selected actions.
- Your selected transactions have now been processed successfully.
Please Note: If you suspect your web form has received fraudulent or bot-generated submissions, contact Eleo Support before processing them. We can help determine the best next steps, which may include confirming the activity with your payment processor and creating a new web form if necessary.