How to send notifications with Toolset?

This thread is resolved. Here is a description of the problem and solution.

Problem

How can I send notifications to someone, if for example a Post is published, or else?

Solution

Toolset CRED is the plugin that offers notifications handling for Toolset.

You will set up your form, and then add Notifications to it, in the same Edit Screen.

You can set several conditions as to when, where and with what content to send the email.

Relevant Documentation

https://toolset.com/documentation/user-guides/automated-email-notifications-with-cred/

This support ticket is created 6 years, 1 month ago. There's a good chance that you are reading advice that it now obsolete.

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Tagged: Content-submission forms, Toolset Forms, User-registration forms

This topic contains 1 reply, has 2 voices.

Last updated by Beda 6 years, 1 month ago.

Assisted by: Beda.

Author

Posts

March 10, 2018 at 9:32 am #623923

simonC-4

Tell us what you are trying to do? My client would like to be able to notify his 'clients' when an order is placed when an order is updated (ie, a new wedding party member gets measured and fitted), and notification to let the 'client' know when their order is ready for collection. So 3 sets of notifications all generated through the Toolset Types system as he goes through the process of a wedding order.

Is there any documentation that you are following? I am sorry I found the online tutorial I found on youtube confusing

Is there a similar example that we can see? No

What is the link to your site? hidden link

March 10, 2018 at 1:03 pm #623976

Beda

I think you are looking for the features provided by CRED, mainly.
https://toolset.com/documentation/user-guides/automated-email-notifications-with-cred/

I understand you also use WooCommerce since you speak about "orders".
In that case, I suggest these plugins minimally:
- WooCommerce
- CRED
- CRED Commerce
- Views
- Types

You will create a Form that lets users start the process.
Let's say they create a "Wedding post" with this form.

Already you can charge payment now:
https://toolset.com/documentation/user-guides/using-cred-commerce-to-add-payments-to-forms/

Then you can attach notifications to the form, according to several conditions that you'll find in the Notifications Settings of the Form.

These can apply to post status, form status or also payment status, hence they should already cover all the cases you mentioned.

In case you need other notifications not bound to this form you'd need to create a new (edit, as an example) form, so to attach new emails to new form submits.

This ticket is now closed. If you're a WPML client and need related help, please open a new support ticket.