Toolset Forms Commerce adds payment functionality to Toolset forms. It will allow you to charge visitors for payments when they submit new content or update existing content through Forms.
Using Toolset Forms Commerce, you can build sites that require payment when visitors submit content. These sites can be classified sites, listings and anything else where you require payment for creating content on your site.
|Step||What visitors see||What happens in your site|
Fill a form
|Once the visitor submits the form, a new post is created in the database. Toolset Forms Commerce loads the product that’s associated with this form and sends the client to buy it.|
Enter payment information
|Visitors can login to an existing accounts, if they have accounts from before, or continue without logging in. After clicking on ‘Place order’, a new order entry is created in your database, indicating that payment has started.|
|Client complete the payment with their preferred payment method. Once payments complete, they return to your site.|
The new paid content is on the site
|When payments complete, they arrive back in your site and see the payment confirmation and instructions on what’s next. The post status updates and the client receives a confirmation email.|
Toolset Forms Commerce uses WooCommerce for product setup and payment processing. This way, you enjoy a wide range of payment options, reporting and statistics tools for your form payments.
Using a fully featured e-commerce plugin for payment processing may seem like a big hassle, but in practice the setup is very simple. We’ll show you exactly what to do.
First thing you need to do is download and install WooCommerce.
When you activate WooCommerce, it offers you to create the store pages. You should accept this and let WooCommerce create its pages. This will include the store page (which we’re not going to use), the cart and checkout pages.
Then, go to WooCommerce->Settings and do the basic setup.
While there are different settings for you to explore, you certainly should set the currency. Have a look and see what other settings you may find useful. For Toolset Forms Commerce, just choosing a currency would be fine.
Next, we need to setup WooCommerce products. When visitors submit forms, Toolset Forms Commerce will send them to ‘buy’ a product. For example, if you’re creating a classifieds ad site and want to charge payment for ‘featured ad’, you should go to Products->Add product and create a new ‘Featured Ad’ product. The name doesn’t really matter. Pick something that makes sense to you.
The really critical attributes in a product would be its name and price. If it makes sense, you can enter other product attributes.
We’re all done in WooCommerce. We’ve created a product, which we can use in Toolset Forms Commerce.
Now that we have products, we can add them to our Toolset forms. We’re assuming that you have already created your forms. If not, have a look at creating Toolset forms.
If you haven’t done so already, now would be a great time to install and activate Toolset Forms Commerce.
Edit a Toolset form and scroll to the bottom. You will see a new Toolset Forms Commerce section:
Select the checkbox to charge payments with this form. Then, Toolset Forms Commerce section opens with the rest of the payment setting options.
Simple forms use one product. To choose this option, select ‘Always this product, regardless of form inputs’. Then, select the product to choose.
Forms can also require different payment amounts. For example, if you want to offer several ad options (normal, bold, super-featured), you can set this up using the ‘The form specifies the product according to the value of this custom field’ option.
In this case, you should create several products and a custom field who’s value corresponds with the item IDs. A select or radio input would be great for this purpose.
Normally, you would want to ask for payment immediately when submitting a form. For this, select ‘Clear the cart and include only the selected product ‘.
WooCommerce uses a cart to hold selected products and Toolset Forms Commerce ads the product to the cart automatically. When you choose to clear the cart, the result will be that visitors will need to pay only for the selected product, regardless of what they had in the cart before.
If you are creating a complete e-commerce site, you might want to leave the items in the cart and only add the new product for this form. For this, select ‘Leave the cart content and add the selected product’.
Remember to also select what to do when submitting forms. In most cases, it makes sense to send the client to the checkout page. If additional review of the cart is needed, you can also send to the cart page.
Forms monitors the status of the payment for this form. It will know when the payment completes, or if it’s been canceled.
It can update the post and send notifications to you and to the client.
Choose what to set the status for the post when the payment status updates.
You can choose the publish state for the post. By default, Toolset Forms Commerce will publish posts when payments complete and return them to draft if payments fail. You can change it to any other status.
Among the post status options is ‘no change’. You can select that option if the post status should remain the same for each of the purchase-status updates.
After payments complete, WooCommerce will create an account for the client (if not logged in already). The account details are taken from the payment information, so you don’t need to create new fields for that purpose.
You can tell Toolset Forms Commerce to set that user as the author of the created post. This way, users will see the posts (ads, properties, etc.) as ‘their’ posts. You will be able to easily list the posts that belong to each user.
Toolset Forms Commerce ads more notification options to the form.
- The notification on form submission changes to notification for going to checkout. This means that you have the customer details available to send the notification.
- A new option is added, to notify when payment status updates. When you select this option, you can choose on what purchase status to notify.
- You can send the notification to the billing address of the customer. This is the email entered in the WooCommerce checkout page, before going to payment.
You can add fields for your product and customer directly into your notification subject or body text. Just click on the Insert Body Codes icon and select the field you want to include from the pop-up window.