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How to use AutoResponders and Notification Options with Paypal
When you create a paypal post processing profile, a number of hidden fields are automatically added to your form.
These fields all start with "Paypal_" and contain values from the paypal transaction.
There are several field values that you can use when triggering autoresponders and notifications profiles. Here is how the process works:
- A user fills out your form and clicks submit.
- The submission is recorded in your database and your notification & autoresponders run.
- The user is redirected to paypal.
- After completing the purchase, the user is directed back to logiforms (assuming that you
set this up to return to logiforms and not a custom return URL) and your notification & autoresponders run a second time.
In order to control which autoresponder/notifications profiles are triggered, you need to setup rules that look at the paypal field values and trigger the correct profiles. The key fields that you need to evaluate in your rules are:
Field: paypal_payment_status
This field can contains the result of the transaction. The value of this field will always be 'Unprocessed'
after the form is first submitted, before the transaction has been sent to paypal.
After the user is returned from paypal, the value will
be 'completed' for successfull transactions or one of the other codes indicating if it is failed, pending etc.
Field: paypal_return
This field indicates where the page is being called from. If the user has completed your form and been "returned" from paypal, the value of this field will be 'postPayment'. You can use this to to create a rule that only sends your autoresponder when paypal_return = 'postPayment'.
Using these two fields together you can build autoresponder/notification profiles to meet your specific needs.
The most common usage for autoresponders is to only send them after the user is returned from paypal and to not send anything immediatly after the form
is submitted (prior to the user paying at paypal).
Sample Rule and Profile Setup (Basic)
-
Create 2 autoresponder profiles, one that tells the user the transaction was successful and a second that tells the user it has failed. You can include a redirect url and/or email autoresponder as part of your profile.
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Create 2 rules that trigger the 2 autoresponders created in the previous step.
Rule 1:
IF paypal_return EQUALS 'postPayment' AND paypal_payment_status EQUALS 'Completed'
THEN Send the "Success" AutoResponder
Rule 2:
IF paypal_return EQUALS 'postPayment' AND paypal_payment_status DOES NOT EQUAL 'Completed'
THEN Send the "Failure" AutoResponder
- The final step is to create a "dummy" autoresponder profile that does absolutely nothing and set it to the default. In order to do this, follow the regular steps to create an autoresponder and on the first settings page, make sure you check it off as the default. Do not enter anything in the other fields and just click next/continue through the creation of the profile.
This dummy profile is necessary because, when the above two rules are not matched, the default profile is sent. If one of the above profiles was your default then it would be sent. So we create a blank default profile that will be triggered when the user completes your form. When they return from paypal, one of the above rules will match, and the correct response will be delivered.
This example is a simple example, and should be a good starting point.
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"Auto responders are a very powerful part of the Logiforms system making it very easy to provide an immediate detailed response
to people who have completed one of my on line forms. I also use 'rules' to select the response I want to be issued, this ensures
that the autoresponders are more detailed and specific."
John Hunter
President & Founder
scotland-hostels.com
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"I have referred numerous people to your service as I feel it is the best hosted forms solution I've seen.
My service provides basic contact us, newsletter, and survey forms, but when I get customers who need a more
customized solution, I refer them to you."
Josh Jacobs
VP Sales & Marketing
Bigstep.com
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