Automate Actions on WordPress Form Payment Status

WordPress form payment status rule

The “Payment Status Rule” selects submissions depending upon the payment status. The payment status can be of 3 types:

  • Completed
  • Pending
  • Canceled

The automation task runs on those submissions whose payment is complete, pending or canceled. In summary, selection rules filter a submission if all enabled rules are true for that submission. For instance, enabling both “Field Value Rule” and “Payment Processor Rule” only filters submissions fulfilling both the rules. Submissions unfulfilling one of these rules are discarded.

This rule applies to those using paid forms. Free forms are not affected by this rule.

Read More.
Complete Automation Guide for WordPress Forms

Navigating to automate form payment status

Navigate to the “Automation” feature from the RegistrationMagic plugin on your WordPress dashboard.

Automate WordPress form payment status form

Create a new task from the operations column of the automation page. From the drop-down, select a form on which this task will run on.

Automate WordPress form payment status form manager

Assign a unique task name. In this example, we have assigned task name as “New Task”.

Filling the description section is still optional. Nevertheless, for your personal need, you can fill the input box with a relative description. To illustrate, “Automate actions on WordPress form payment status” is the description here.

Automate WordPress form payment status options

Go to the next page.

Configuring the form payment status rule

Check the “Payment Status Rule” checkbox. A popup appears allowing to select one or multiple payment statuses. The automation rule will run on those submissions with the selected payment status.

Automate WordPress form payment status rule

For example, if the payment status is “completed”, then submissions with complete payment status are automated. With a “pending” payment status the automation rule acts upon submissions with incomplete payment. Similarly, choosing the canceled payment status automates aborted form submissions.

As a matter of fact, you can select multiple payment statuses. Selecting completed and pending will automate submissions with both the statuses.

Go to the next page.

Automate WordPress form payment status account action

The user account action defines the action taken on the user account according to previous entries. Choosing to deactivate an account would disable the account with selected payment status on the last page.

Moreover, you can send an email to the user mentioning their account status. Embed necessary information in the mail and save your settings.

Activating the automation task

Go back to the “Automation” page and run the automation task. Click “Run Now” to do so.

In conclusion, this completes automating actions on WordPress form Payment status.



About rmagic

RegistrationMagic Editorial Staff (rmagic) is a team of WordPress registration experts and major contributor to the development of RegistrationMagic - WordPress User Registration Plugin.

Leave a Comment

Your email address will not be published. Required fields are marked *