Complete WordPress forms Automation Guide
In the modern world “Automation” is a process of reducing manual stress. Machines have certainly become a daily need aiding in faster completion of a task with ease. Automating tasks make them less complicated and flawless. In this WordPress forms automation guide, we are specifically discussing the Automation feature of the RegistrationMagic plugin.
Note that custom user statuses and manual actions are also part of RegistrationMagic plugin, but not included in this WordPress forms automation guide. Visit our WordPress user registration guide for details on how to carry out manual actions with status labels.
In short, this article serves as a complete WordPress forms automation guide. If you need to dive deep into any specific topics, you can browse the individual posts here.
Table of Content
Automation here refers to the task or rule applied on various aspects of a WordPress registration form. Click “Automation” lying just below “Field Analytics” under your RegistrationMagic plugin. In the meantime, create a new task and start applying the automation rule.
The first page assigns a unique task name. Adding a description is not mandatory. Nevertheless, you can insert one for your convenience.
Click “Next” and go to the next page.
This page contains five distinct automation rules. All these rules can run on the selected form submissions. Let’s discuss all the rules one at a time.
User Account Rule
The automation rule is applied to the users depending on the selected account state. User accounts can either be active or inactive. This rule is automated according to your selection.
Selecting “Activated User Accounts” runs the rule on those submissions made from active accounts. On the other hand, the “Deactivated User Accounts” rule is applied to submissions made from inactive accounts.
Submission Age Rule
Enabling the WordPress form submission age rule allows you to select user accounts based on form submission time. That is, automation rule will calculate the age of submission, and use it as input criteria.
Nevertheless, this rule can be configured on two criteria. Submissions older and younger than criterion is used to select submissions older or younger than the specified days. The days are calculated based on the date of running the automation task.
Field Value Rule
This rule helps in selecting form submissions based on their respective field values. Values can be added beside each other separated by a “|”. However, you can only select fields and values which are present in the form.
For instance, you are looking to run the automation rule on some selected email addresses. This rule is applicable only if those accounts with the relative email addresses have submitted the form.
In fact, remember defining the field and value here if you want the automation to run on selected submissions.
Payment Processor Rule
Payments processors are gateways for executing monetary transactions. Consequently, online payments are possible through these secure gateways. In fact, your card details integrate with these payment processors. At the same time, it helps in quick and undisputed transactions.
Some of the few payment processors incorporated are:
The automation task runs only on those submissions whose transactions are executed using one of these gateways. For instance, selecting Stripe automates only those submissions whose payments are made through Stripe. The same rule also applies to the rest of the payment processors as well.
In short, it lessens the manual steps of selecting forms according to their payment type.
Payment Status Rule
The “Payment Status Rule” only selects submissions depending upon the payment status. Nevertheless, the payment status can be of 3 types:
The automation task runs only on submissions with a complete, pending or canceled payment status. To summarize, selection rules filter a submission if all enabled rules are true for that submission. To illustrate, enabling both “Field Value Rule” and “Payment Processor Rule” only filters submissions fulfilling both the rules.
For instance, selecting a completed payment status triggers the rule for those submissions with fulfilled payments. Other payment statuses also affect submissions accordingly.
We move on to the next page now.
User account action
This rule helps to automate WordPress user account activation, deactivation or deletion without manual intervention. You might also do nothing with the account.
WordPress user account automation options include:
- Do nothing
- Activate Account
- Deactivate Account
- Delete Account
Select the action taken on accounts associated with selected submissions. For instance, selecting “Activate account” will make those accounts active according to earlier selections. You can also delete or deactivate user accounts in the same way.
This section automates an email to user accounts associated with selected submissions. You can add a subject and a content for the body of the email. You can also add any type of media file and use values from form fields selecting one from the drop-down.
Automated Emails for WordPress forms strengthens the admin-user relationship. With the user receiving account activation and deletion email users feel connected to your brand. You can now make your user aware of their account status with these emails. In fact, your manual workflow post submission is automated with ease. This is because only a single click allows you to send emails to multiple users.
Running the Automation Task
Save each and every configuration or the changes you have incorporated.
To run the task, go to the “Automation” page and click Run Now for the task you created. The automation rule runs exclusively on the selected submissions.
This finally completes the automation guide for WordPress forms.
Note that some features of WordPress forms automation are free, and available for download on our WordPress page. Also, we keep launching new features, which are announced on our Facebook page; stay connected with us on Facebook.
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