💳 Skip the Credit Card on $0 Orders

Selling through Forms and Surveys is great—but asking someone for their credit card when the order comes to nothing isn't. We've introduced a new Require Credit Card setting on the Sell Products element, so free orders can be completed without any card entry at all.

✨ What's New

A new Require card for $0 orders toggle is now available on the Sell Products element in:

• Forms
• Surveys

When turned OFF, a product order that totals $0 with nothing recurring due will hide the payment fields entirely and complete as a free checkout.

⭐️ Key Highlights

• 💳  New Require card for $0 orders toggle on the Sell Products element

• 🎉  Payment fields are hidden automatically when a product order totals $0
• 🏷️ Works for coupon-driven zero too – a 100% discount hides the card as soon as the total reaches $0
• 🔀  For Forms and Surveys embedded in a Funnel, the Funnel-level Require Credit Card setting takes precedence over the element setting
• 🔒 Subscriptions, free trials, and any order with a recurring amount still require a card
• 🛡️ Fails safe – if a total can't be confirmed as $0, the card is always shown and payment is collected as normal
• 🧾  Free orders are still created and recorded, so submissions and order history stay complete
• ☑️ Existing Forms and Surveys continue to work exactly as before
• 💻 📱 Fully supported across desktop and mobile experiences

⚙️ How It Works

1. Add or open a Sell Products element in your Form or Survey.
2. Turn Require card for $0 orders.
3. When a customer's product selection totals $0 with nothing recurring due, the payment fields are hidden and the order completes without card entry.
4. For Forms and Surveys embedded in a Funnel, the Funnel's Require Credit Card setting is used instead of the element setting.
5. If the toggle is left ON, card collection behaves exactly as it does today.

📋 Notes

• The setting defaults to ON, so nothing changes for existing Forms and Surveys unless you choose to turn it off.
• Donation and custom-amount payment types are out of scope—their behavior is unchanged.
• Subscriptions and free trials always require a card, even when nothing is due today, because a card is needed for the future charge.
• Card collection is never skipped on a total that can't be confirmed as $0—this includes a pricing summary that fails to load, or a customer submitting while their totals are still updating after a product, variant, coupon, or order bump change.
• Also improved in this release: the payment element no longer briefly appears and disappears on $0 orders, card details entered on paid orders are preserved when changing quantity or applying a coupon, and Surveys embedded in Funnels now receive Funnel context correctly.

Free and paid offers can now live in the same Form or Survey without asking customers for card details they shouldn't need to give. 🎉

💳 Skip the Credit Card on $0 Orders

Selling through Forms and Surveys is great—but asking someone for their credit card when the order comes to nothing isn't. We've introduced a new Require Credit Card setting on the Sell Products element, so free orders can be completed without any card entry at all.

✨ What's New

A new Require card for $0 orders toggle is now available on the Sell Products element in:

• Forms
• Surveys

When turned OFF, a product order that totals $0 with nothing recurring due will hide the payment fields entirely and complete as a free checkout.

⭐️ Key Highlights

• 💳  New Require card for $0 orders toggle on the Sell Products element

• 🎉  Payment fields are hidden automatically when a product order totals $0
• 🏷️ Works for coupon-driven zero too – a 100% discount hides the card as soon as the total reaches $0
• 🔀  For Forms and Surveys embedded in a Funnel, the Funnel-level Require Credit Card setting takes precedence over the element setting
• 🔒 Subscriptions, free trials, and any order with a recurring amount still require a card
• 🛡️ Fails safe – if a total can't be confirmed as $0, the card is always shown and payment is collected as normal
• 🧾  Free orders are still created and recorded, so submissions and order history stay complete
• ☑️ Existing Forms and Surveys continue to work exactly as before
• 💻 📱 Fully supported across desktop and mobile experiences

⚙️ How It Works

1. Add or open a Sell Products element in your Form or Survey.
2. Turn Require card for $0 orders.
3. When a customer's product selection totals $0 with nothing recurring due, the payment fields are hidden and the order completes without card entry.
4. For Forms and Surveys embedded in a Funnel, the Funnel's Require Credit Card setting is used instead of the element setting.
5. If the toggle is left ON, card collection behaves exactly as it does today.

📋 Notes

• The setting defaults to ON, so nothing changes for existing Forms and Surveys unless you choose to turn it off.
• Donation and custom-amount payment types are out of scope—their behavior is unchanged.
• Subscriptions and free trials always require a card, even when nothing is due today, because a card is needed for the future charge.
• Card collection is never skipped on a total that can't be confirmed as $0—this includes a pricing summary that fails to load, or a customer submitting while their totals are still updating after a product, variant, coupon, or order bump change.
• Also improved in this release: the payment element no longer briefly appears and disappears on $0 orders, card details entered on paid orders are preserved when changing quantity or applying a coupon, and Surveys embedded in Funnels now receive Funnel context correctly.

Free and paid offers can now live in the same Form or Survey without asking customers for card details they shouldn't need to give. 🎉

💳 Skip the Credit Card on $0 Orders

Selling through Forms and Surveys is great—but asking someone for their credit card when the order comes to nothing isn't. We've introduced a new Require Credit Card setting on the Sell Products element, so free orders can be completed without any card entry at all.

✨ What's New

A new Require card for $0 orders toggle is now available on the Sell Products element in:

• Forms
• Surveys

When turned OFF, a product order that totals $0 with nothing recurring due will hide the payment fields entirely and complete as a free checkout.

⭐️ Key Highlights

• 💳  New Require card for $0 orders toggle on the Sell Products element

• 🎉  Payment fields are hidden automatically when a product order totals $0
• 🏷️ Works for coupon-driven zero too – a 100% discount hides the card as soon as the total reaches $0
• 🔀  For Forms and Surveys embedded in a Funnel, the Funnel-level Require Credit Card setting takes precedence over the element setting
• 🔒 Subscriptions, free trials, and any order with a recurring amount still require a card
• 🛡️ Fails safe – if a total can't be confirmed as $0, the card is always shown and payment is collected as normal
• 🧾  Free orders are still created and recorded, so submissions and order history stay complete
• ☑️ Existing Forms and Surveys continue to work exactly as before
• 💻 📱 Fully supported across desktop and mobile experiences

⚙️ How It Works

1. Add or open a Sell Products element in your Form or Survey.
2. Turn Require card for $0 orders.
3. When a customer's product selection totals $0 with nothing recurring due, the payment fields are hidden and the order completes without card entry.
4. For Forms and Surveys embedded in a Funnel, the Funnel's Require Credit Card setting is used instead of the element setting.
5. If the toggle is left ON, card collection behaves exactly as it does today.

📋 Notes

• The setting defaults to ON, so nothing changes for existing Forms and Surveys unless you choose to turn it off.
• Donation and custom-amount payment types are out of scope—their behavior is unchanged.
• Subscriptions and free trials always require a card, even when nothing is due today, because a card is needed for the future charge.
• Card collection is never skipped on a total that can't be confirmed as $0—this includes a pricing summary that fails to load, or a customer submitting while their totals are still updating after a product, variant, coupon, or order bump change.
• Also improved in this release: the payment element no longer briefly appears and disappears on $0 orders, card details entered on paid orders are preserved when changing quantity or applying a coupon, and Surveys embedded in Funnels now receive Funnel context correctly.

Free and paid offers can now live in the same Form or Survey without asking customers for card details they shouldn't need to give. 🎉

💳 Skip the Credit Card on $0 Orders

Selling through Forms and Surveys is great—but asking someone for their credit card when the order comes to nothing isn't. We've introduced a new Require Credit Card setting on the Sell Products element, so free orders can be completed without any card entry at all.

✨ What's New

A new Require card for $0 orders toggle is now available on the Sell Products element in:

• Forms
• Surveys

When turned OFF, a product order that totals $0 with nothing recurring due will hide the payment fields entirely and complete as a free checkout.

⭐️ Key Highlights

• 💳  New Require card for $0 orders toggle on the Sell Products element

• 🎉  Payment fields are hidden automatically when a product order totals $0
• 🏷️ Works for coupon-driven zero too – a 100% discount hides the card as soon as the total reaches $0
• 🔀  For Forms and Surveys embedded in a Funnel, the Funnel-level Require Credit Card setting takes precedence over the element setting
• 🔒 Subscriptions, free trials, and any order with a recurring amount still require a card
• 🛡️ Fails safe – if a total can't be confirmed as $0, the card is always shown and payment is collected as normal
• 🧾  Free orders are still created and recorded, so submissions and order history stay complete
• ☑️ Existing Forms and Surveys continue to work exactly as before
• 💻 📱 Fully supported across desktop and mobile experiences

⚙️ How It Works

1. Add or open a Sell Products element in your Form or Survey.
2. Turn Require card for $0 orders.
3. When a customer's product selection totals $0 with nothing recurring due, the payment fields are hidden and the order completes without card entry.
4. For Forms and Surveys embedded in a Funnel, the Funnel's Require Credit Card setting is used instead of the element setting.
5. If the toggle is left ON, card collection behaves exactly as it does today.

📋 Notes

• The setting defaults to ON, so nothing changes for existing Forms and Surveys unless you choose to turn it off.
• Donation and custom-amount payment types are out of scope—their behavior is unchanged.
• Subscriptions and free trials always require a card, even when nothing is due today, because a card is needed for the future charge.
• Card collection is never skipped on a total that can't be confirmed as $0—this includes a pricing summary that fails to load, or a customer submitting while their totals are still updating after a product, variant, coupon, or order bump change.
• Also improved in this release: the payment element no longer briefly appears and disappears on $0 orders, card details entered on paid orders are preserved when changing quantity or applying a coupon, and Surveys embedded in Funnels now receive Funnel context correctly.

Free and paid offers can now live in the same Form or Survey without asking customers for card details they shouldn't need to give. 🎉

👀 What's New?

• Numeric and monetary custom fields on Contacts and Opportunities can now be used as metrics — not just filters or groupings.
• Aggregate them with Sum, Min, Max, or Average.
• Available everywhere metrics live: Dashboard widgets, Custom Reports, and the Custom Metric module.
• Any new custom field you create shows up in the metric picker automatically — no setup required.

👷 How It Works:

1. Open a dashboard widget, custom report, or the Custom Metric module and go to add a metric.
2. In the Field dropdown, select any numeric or monetary custom field (e.g., "Property Value") — it now appears alongside your standard fields.
3. In the Aggregation dropdown, choose Sum, Min, Max, or Average.
4. Your widget or report now reflects that custom field's aggregated value, live.

🌟 Why It Matters:

1. Report on what actually matters to your business — if you've been tracking deal size, treatment cost, property value, or any other custom number, you can now build real dashboards around it instead of exporting to a spreadsheet.
2. No more manual math — Sum, Min, Max, and Average are calculated for you, live, instead of being tallied by hand.
3. Zero setup — new custom fields are metric-ready the moment you create them.

📝 Note:

• Applies to numeric and monetary custom field types in Contacts and Opportunities.