This manual describes how to link Gravity Forms to the Pronamic Pay plugin.
Please note: We assume a working configuration for a payment provider exists already in WordPress. See the Pronamic Pay – Getting Started manual first, if there is no configuration yet at Pay » Configurations.
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Gravity Forms form requirements
To set up a link with iDEAL must a Gravity Forms form contain one or more product fields. These fields can be found in the ‘Price fields’ section of the form editor and will eventually transfer the final amount to iDEAL.
Link Gravity Forms to Pronamic Pay
Step-by-step guide on how to properly set up Gravity Forms to receive payments with the Pronamic Pay plugin.
- Set up a form with product fields
Set up your form with the desired fields, such as name and contact details. Make sure you also add one or more ‘Product’ fields. You can find this in the ‘Price fields’ section of the editing form. The fields are used to pass the final amount to the payment process.
Additional:. If you use multiple product fields, it is recommended to add a ‘Total’ price field. This field includes the total amount of all possible product fields, quantities, discounts, etc.
- Add payment fields
You can add payment fields so that the customer can immediately choose the payment method she wants to use. This means the customer is immediately redirected to the chosen payment method as soon as she submits the form.
Additional: If you want to offer the iDEAL payment method, you can add the ‘Issuer’ field and show it using conditional logic when the customer chooses the ‘iDEAL payment method’.
- Create payment feed
In order to be able to pay for form submissions via a created configuration, a so-called payment feed must be created in the form settings.
– To do this, go to ‘Settings‘ and then ‘Pay‘.
– Choose ‘Add new‘ to add a new payment feed.
– Select at ‘Configuration‘ the desired payment provider configuration.
– Specify as desired a ‘Order ID‘. For example “Order {entry_id}”.
– Specify as desired a ‘Transaction description‘. For example, “Ice cream order {entry_id}”.
- Set up status pages
Select on the tab Status pages the desired status pages. These are the pages the visitor will return to after a completed or failed payment. These pages can also be easily generated via WordPress dashboard » Payment » Settings, in which case they do not have to be set up again in the payment feed.
- Save and integrate forms
Once you have set up the form and entered the payment settings, you can integrate the form on your website and start receiving payments for orders or donations, for example.
Additional options
Several additional options are available in the payment feed settings.
- Tab ‘General’ » Deferred notifications
Possibility to send Gravity Forms e-mail notifications (notifications) only when a payment has actually been received. This can also be set in recent versions of Gravity Forms via the ‘Event’ field when editing a notification instead of in the payment feed. The next events can be chosen when editing a message:- Payment completed
- Payment failed
- Payment pending
- Tab ‘General’ » Deferred actions
When fields from the ‘Message fields’ section are used on the form, this option can be used to choose to publish the message only when a payment has actually been received. If other supported Gravity Forms extensions are active, other actions will also be shown here that can be postponed. - ‘Subscription’ tab
It is possible to automatically receive recurring payments, through a ‘subscription’ that is created in the Pronamic Pay plugin for a form submission. Consult the manual Gravity Forms recurring payments for more information on how to use this functionality. - Tab ‘Fields’
Values from the form submission can be forwarded to the payment provider using this selection. This only applies to the payment provider Ingenico (formerly Ogone). - Tab ‘Advanced’ » Condition
Possibility to start a payment via the payment feed only if the form submission meets the condition. - Tab ‘Advanced’ » Update user role
Update the user role after completing a successful payment. The user must be logged in or registered while completing the form. There must be radio buttons within the form that indicate the value of the roles. The default WordPress user roles are as follows:
Extensions
If one of the Gravity Forms extensions below is active, additional options will appear.
- Gravity Forms ActiveCampaign Defer subscription to a newsletter until after a successful payment.
- Gravity Forms AWeber Add-On Defer subscription to a newsletter until after a successful payment.
- Gravity Forms Campaign Monitor Addon Defer subscription to a newsletter until after a successful payment.
- Gravity Forms Dropbox Addon Postpone uploading files to Dropbox until after successful payment.
- Gravity Forms MailChimp Add-On Defer subscription to a newsletter until after a successful payment.
- Gravity Forms User Registration Add-On Postpone registering a user until after a successful payment.
- Gravity Forms Twillio Addon Postpone sending data to Twilio until after a successful payment.
- Gravity Forms WebHooks Addon Postpone triggering of a webhook until after a successful payment.
- Graity Forms Zapier Addon Postpone sending data to Zapier until after a successful payment
- Gravity Flow Defer starting a workflow until after a successful payment
- Sliced Invoices Defer generation of quotations and invoices until after successful payment.
- Moneybird Postpone generation of invoices until after a successful payment.
