If you offer free products, giveaways, or 100% discount promotions through your CRM forms and surveys, asking for credit card details can create unnecessary friction. This setting lets customers complete eligible $0 orders without entering a card, making checkout feel simpler and more natural.

📌 Why This Matters

When someone is claiming a free offer, requesting payment information can cause hesitation and abandoned checkouts. With this option, your business can make free orders easier to complete while still keeping order records accurate inside your CRM. It also helps when you run coupon-based promotions that reduce an order total to $0.

✨ What’s New

• Optional card requirement for $0 orders: You can choose whether customers must enter a credit card when their order total is exactly $0.
• Payment fields hide automatically: If the order total is confirmed as $0 and there is no recurring charge, the payment section is removed from checkout.
• Works with coupons: If a discount brings the total down to $0, card fields are hidden automatically.
• Recurring charges still require a card: Subscriptions, free trials, and anything with future recurring billing will still ask for payment details.
• Safe fallback behavior: If the system cannot verify that the total is truly $0, payment fields will still appear so checkout works as expected.
• Order tracking stays complete: Free orders are still created and saved in your CRM, so your records remain accurate.
• No disruption to existing forms: This setting stays on by default, so your current forms and surveys will continue working the same way unless you change it.

🛠️ How to Use It

1. Step 1: Open the form or survey in your CRM and select the Sell Products element.
2. Step 2: Find the setting for Require card for $0 orders.
3. Step 3: Turn the setting off if you want customers to complete eligible free orders without entering card details.
4. Step 4: Test the form by selecting a product or applying a coupon that brings the total to $0.
5. Step 5: Confirm that payment fields disappear only when the order has no recurring amount due.

💡 Pro Tip

If you use free offers to bring in new leads, removing the credit card step can help more people finish checkout and give your team more real opportunities to turn interest into revenue later.