Wp Formify Pro

1.INTRODUCTION #

WP Formify Pro plugin offers several powerful features to fit your needs. If you’re looking for Stripe Payment Gateway for your WordPress site, get WP Formify Pro and start accepting online credit card payments. It generates dynamic buttons using shortcodes that enable payment form on your WordPress site using Stripe payment gateway. WP Formify Pro works out perfect for accepting simple payment, donation, subscription, and recurring donation. Fulfill your requirement of one time payments to keep your business going with ease.

In Addition, you can easily manage STRIPE TRANSACTION NOTE, EMAIL NOTIFICATIONS and manage REPORTS from the Admin panel.

2.PLUGIN FEATURES #

  • Easy to setup.
  • Multiple payment options (Simple, Donation, Subscription, Recurring Donation.
  • Authentication functionality to connect Stripe.
  • Create Multiple Buttons with multiple Stripe accounts.
  • Shortcode Supported.
  • Global settings option for Stripe.
  • Custom form builder.
  • Drag & drop custom field functionality.
  • Allow fixed or a custom amount.
  • Multiple display styles for amount type.
  • Predefined mail tags.
  • Sandbox Supported for a test run.
  • Separate notification email for Admin and User.
  • Edit/Delete/Duplicate custom form fields.
  • Predefined Transaction notes tags.
  • View subscriptions and transaction reports.
  • Flexible Pricing Plans.
  • Secure payment transactions.
  • View transaction in Stripe.

3.INSTALLATION GUIDE #

  • Go to plugins → Add New → Upload Plugin.

  • Choose file → Select WP-Formify-Pro → Upload.
  • Install Now.

  • Activate Plugin.
  • Go to Plugins → Activate License.

  • Enter License Key.
  • Click Agree & Activate License.

  • Click Agree & Activate License.

4.WP-FORMIFY-PRO SETTINGS #

  • Configure Global and Individual Form

4.1.GLOBAL SETTINGS (TEST MODE) #

  • Go to Stripe Connect.
  • Select Test Payment Type.
  • Open Stripe Sandbox Dashboard in a new tab.
  • Click on the ‘Connect Stripe (sandbox)’ button.

  • You will be redirected to the plugin page.

  • Select Test Payment Mode
  • Select Currency.
  • Click Save Settings.

4.2.GLOBAL SETTINGS (LIVE MODE) #

  • Go to Square Connect.
  • Turn on the Toggle on the top Right to make it Live.
  • Click Connect Stripe.

  • You’ll be redirected to Stripe website.
  • Enter Stripe Credentials to login.

  • You will be redirected to the plugin page.

  • Select Currency.
  • Click Save Settings.

5.INDIVIDUAL FORM SETTINGS(TEST MODE) #

These are the individual form settings, all Stripe details you enter will only work with the individual form you are building. These settings allow you to connect each form with a different stripe account.

  • Go to Build Payment Forms → Stripe Account Settings.
  • Make sure Stripe Sandbox Dashboard is opened in a new tab.
  • Click on the ‘Connect Stripe (sandbox)’ button.

By default, Test Mode is enabled.

Note: – Although You can activate the Global Settings. If Use Global Settings option is checked then it will override the individual form settings.

6.INDIVIDUAL FORM SETTINGS (LIVE MODE) #

  • Turn on Toggle to make it Live.
  • Click Connect Stripe.

The Square account you’ll connect will only work for the specific form.

  • Enter Login Credentials to login.
  • You will be redirected to plugin page.

Or you can use Global Settings. Make sure Live mode toggle is turned on in Global settings.

7.FORM TYPES #

7.1.1. Simple Payment #

  •  Go to Forms settings.
  • Select Simple Payment from Payment Types.
  • Enter the amount and payment success URL.

7.2.2. Donation payment #

  • Go to Forms settings.
  • Select Donation Payment from Payment Types.
  • Enter Organization Name.
  • You may Enable Goal amount or Goal message as well.
  • Enter set or a custom amount.
  • Place Payment success URL.

7.3.3. Recurring Donation payment #

  • Go to Forms settings.
  • Select Recurring Donation from Payment Types.
  • Enter Organization Name.
  • Define Subscription cycle
  • Enter set or custom amount.
  • Place Payment success URL.

7.4.4. Subscription payment #

  •  Go to Forms settings.
  • Select Subscription payment from Payment Types.
  • Define Subscription cycle
  • Enter set or a custom amount.
  • Place Payment success URL.

Subscription cycle options:

  • Subscription Time Period: (every 1-6).
  • Subscription-based on: (Day/Week/Month/Year).
  • Subscription length: (every 1-24).

8.FORM SETTINGS #

  • Go to → Build a Payment Form → Form Settings.

  • Fill out the form details.
  • Select Payment option (Simple, Donation, Recurring Donation & Subscription).

  • You may enable quantity on your form.
  • Select amount type layout (Radio Listing, Dropdown, custom layout or tabular layout).
  • Enter Set amount or a custom amount.
  • Define the Min & Max amount range for a custom amount.

  • You may enable Redirection on payment success.
  • Enter redirection time in seconds.
  • Enter payment success button label, Payment success URL, payment success message and postal placeholder.
  • You can also enable terms and conditions on my form.
  • Enter terms and conditions link label and the redirect URL.

9.Payment Tabular Layout #

This payment layout can be used to sell products, the options to add Picture, Product Price, set Label, set Quantity and add Multiple products have been given which can be set according to the user requirements.

How To Load The Payment Layout

  • Go to →Wp Formify→ All Forms→ Select form
  • Click Form Settings→Click on the Amount Type and select “Payment Tabular Layout” from the drop-down menu.
  • Click Update Button.

  • After the layout has been selected the plugin will show settings for the payment layout in form settings.
  • Clicking the picture option will open the computer directory from where the picture can be selected. The selected picture will display for the respective product on the front end of the form.
  • The price of the product can be defined in the price field of the payment layout.the field can accept integer and decimal numbers.
  • Clicking on the quantity field will allow the user to set the quantity of the respective product. The plugin will display the set quantity on the front end which can also be increased or reduced on the front end by clicking “+” or “-” , and the plugin will adjust amount dynamically according to the number of selected quantity per product.
  • Clicking “+” will add more products in the payment layout and clicking “-” will delete the product from the layout in form settings. You can also add multiple products.

  • Plugin will display the selected settings for the layout on the front end , and allow the user to select from options and make payment for the selected products.
  • The quantity field will be dynamically updating the price of the product according to the selected quantity of the respective product on the front end.

 

Product Images

Select check to show products without images

 

  • On form submission, plugin will display these selected options for the respective payment form in the transaction reports tab.
  • Reports will display the detailed information about the selected products with their cost and quantity in the transaction report under product data field.

10.Item Quantity Field #

The plugin has been integrated with a quantity selection feature which works in tandem with payment types, users can select the quantity of the product given in any payment type and the plugin will automatically update the price point according to the set quantity.

How To Enable Quantity Field

  • Go to →Wp Formify→ All Forms→ Select form
  • Click Form Settings→check mark the  “Enable quantity on my form ” option
  • Click Update Button.

  • Selecting this option will enable the quantity field option in payment layouts other than tabular layout as it has built in quantity field for products.
  • The plugin will dynamically update the payment amount according to the selected quantity.
  • Users can click”+” and “-” to increase and decrease the quantity respectively from the front end.

  • After the form has been submitted, the plugin will display the selected quantity number in the quantity field in transaction reports.
  • To see the quantity field, navigate to Wp Formify→ Reports→ Select a transaction.

11.FORM STYLING #

  • Enable to Display form in Popup / Wizard.

11.1.Front-End Impact #

  • Set theme color.
  • Show form shadow.

12.Transaction Reports Export (CSV file) #

Step 1: Go to WP Formify, Click on Reports to see all the details in tabular form.

Step 2: Click on the ‘Download as CSV’ option.

Step 3: Select all the relevant details and click on the ‘Download Now’ Button

Step 4: Select ‘Save File’ and click on the ‘OK’ button.

Step 5: Open the CSV file to see all the data elements

13.Quantity Input #

Step 1: Go to WP Formify, create a new payment form, and enable quantity on my form

Step 2: Go to Payment Form, Add Details, Select Quantity, Add the Payment Card Details and Click on the ‘Pay’ button.

14.FORM BUILDER #

Custom form builder just drag & drop to add various custom fields. Data entered in these fields are stored and can be viewed along with your payment or subscription plan.

  • Go to → Build Payment Form → Extra Fields.
  • Drag and Drop fields to add in form.

Note: – First Name, Last Name, and Email are by default required fields so it cannot be deleted or edited.

  • Edit / Delete / Duplicate custom fields.

14.1.Front-End #

15.STRONG CUSTOMER AUTHENTICATION(SCA) # #

Strong customer authentication (SCA) is a requirement of the EU Revised Directive on Payment Services (PSD2) on payment service providers, so the plugin has been integrated with this feature which when payment is made generates a prompt window on the payment form to provide secret static passcode and ones confirmed finishes the payment process.

16.EMAIL NOTIFICATIONS #

  • Go to → Build Payment Forms → Notifications.
  • Design separate Admin and User custom email templates.
  • Click to copy Tags.

  • Add Default and extra mail tags into the Message Body.

16.1.Admin Email Front: #

16.2.User Email Front: #

17.Transaction Id Mail Tag #

Now the transaction id generated by Square after successful payments can also be sent to the user and admin via email using the transaction id email tag in the email notifications tab of the payment form settings.

How To Add Email Tag:

  • Go to →Wp Formify→ Select a payment form
  • Click on→Notifications tab
  • Copy and paste the Transaction id email tag in the message body of Admin email template and User email template.

  • Once the payment completed on the front end , the plugin will generate an email notification for the admin and user containing Transaction id of the payment and other email tags if selected to be added in the email notification.

18.Transaction ID Tag Added In Email Notifications #

Step 1: Go to Edit Item, Click on Notifications, and the user can see the transaction ID

19.STRIPE TRANSACTION NOTE #

  • Go to → Build Payment Form → Transaction Notes.
  • Click to copy default and fields extra tags.
  • Place it into the Transaction Notes box.

Note: There is a limit of 60 characters for transaction notes in Square API, so if you exceed this limit it will automatically ignore.

View Transaction in Stripe Dashboard (Test Mode):

  • Go to → stripe.com → Login.
  • Launch the Test mode(Sandbox) by toggle on top right.

  • Go to → Payments.

View Transaction in Stripe Dashboard (Live Mode):

  • Go to → stripe.com → Login.
  • Click on Payments.
  • View Recorded Transactions

20.Email Editor #

Email Editor, is the feature that provides a text based area to the customer and allows the user to create a customized email on it which is consists upon the details related to the billing amount (basically by this feature, an e-invoice will be generated by the plugin after customer’s shares the payment), this email will be shared with the admin user and the customer as well in order to maintain the record. This feature also empowers both users with some editable tools  (bold, italic, underline, adding hyperlink on to the some content,  to make some cosmetic changes or formatting while email writing) it has the functionality to add the hyperlink and the number based or point based bullets as well . 

  • User can avail this feature by accessing the following path:

WP Formify ===> Create Payment Form ===> Notification Tab ===> Admin/User Email Template

User can create a separate email with respect to each form individually. 

User can also set an email on all the  payment categories options available in the plugin.

User can add multiple emails by adding ‘’ , “ in between two emails.

21.Admin Email #

  • In this section, user will be able to add the email templates for the admin only. User can create it by adding the following details:
  • Email ID of receiving user (Allow to add multiple emails by adding “,” in between two emails)
  • Email ID of sending user (Single Email)
  • Email ID of a person in thread as CC and BCC (Allow to add multiple emails by adding “,” in between two emails))
  • Subject on the Email ID (AlphaNumeric Values are acceptable)
  • Plugin has multiple tags as well (Transaction ID, First Name, Last Name, Email, Amount) these tags can be copied (Upon Click) and then paste it into the text section dedicated for email. These tags can share the tag’s related information to the customer directly with respect to each specification.

21.1.Email Editor #

  • In this section, user will have multiple options now to write professional and organized email that will be shared automatically with the concerned authorities on their emails added in above fields. 
  • User are allowed to add paragraph and headings with respect to the pattern, can be able to Bold, Italic and add hyperlink with numeric bullets on the content along with the functionality to undo and redo requests.
  • User can add, edit and delete the text in this section according to the requirement.

22.User Email #

  • In this section, user will be able to add the email templates for the user (Customer) only. User can create it by adding the following details:
    • Email ID of sending user (Single Email)
    • Subject on the Email ID (AlphaNumeric Values are acceptable)

22.1.Email Editor #

  • In this section, user will have multiple options now to write professional and organized email that will be shared automatically with the concerned authorities on their emails added in above fields. 
  • User are allowed to add paragraph and headings with respect to the pattern, can be able to Bold, Italic and add hyperlink with numeric bullets on the content along with the functionality to undo and redo requests. 
  • User can add, edit and delete the text in this section according to the requirement.

23.FORM SHORTCODE #

  • Publish form.
  • Copy shortcode from Form Builder.
  • Click to copy.

OR Copy Shortcode from All Forms

  • Go to All forms.
  • Click to copy the shortcode.

  • Go to Pages → Add New.
  • Insert Shortcode.
  • Publish or update the page.

 

23.1.FORM FRONT END VIEW #

24.WP FORMIFY GUTENBERG BLOCK #

Now the plugin supports gutenberg block for Wp Formify through which any payment form created in Wp Formify can be selected and displayed via this gutenberg block on the front end. Plugin will automatically fetch and synchronize the available payment forms in the block to choose from.

*Note: In order to use this functionality, the gutenberg block editor must be installed and activated.

How To Enable WP Formify Guttenberg Block.

  • Go to →pages → all pages→ click edit on the page where payment form has to be displayed.
  • Click on “+” option→search “Wp Formify”

  • Click or drag the block on the page 
  • After the block is loaded a dropdown menu will be displayed to select the payment form from.
  • Select the respective payment form that has to be displayed on the page
  • Click Update Button to save the changes.

25.SUBSCRIPTION REPORTS #

  • Go to WP Formify→ Subscriptions.

Whether it is a normal Subscription or Recurring Donation, you’ll find all your subscriptions here.

  • Click on ID to access details.

Find all customer details with related transactions. You can also pause subscriptions if required.

26.PAYMENT REPORTS #

  • Go to WP Formify → Reports.

Find all forms of transaction reports here.

  • Click the report ID to access details.

You can also check from which form the reported is generated by clicking on WP Formify Form Click here link.

27.TRANSACTIONS REPORTS EXPORT (CSV FILE) #

Step 1: Go to WP Formify, Click on Reports to see all the details in tabular form

Step 2: Click on the ‘Download as CSV’ option.

Step 3: Select all the relevant details and click on the ‘Download Now’ Button

Step 4: Select ‘Save File’ and click on the ‘OK’ button.

Step 5: Open the CSV file to see all the data elements

28.reCAPTCHA #

  • For security against spam and automated traffic abuse, the plugin has been equipped with reCAPTCHA v3 which is a new version of reCAPTCHA that detects abusive traffic on your website without user friction. It returns a score for each request you send to reCAPTCHA and gives you more flexibility to fight against spam and abuse in your own way.
  • The captcha integration has to be enabled by providing site key and site secret generated from google and pasting in the integrations tab of the plugin.

  • Now copy reCAPTCHA site and secret keys
  • Go to WordPress dashboard.
  • Go to WP Formify -> Integrations -> reCAPTCHA
  • Paste the site and secret key.
  • Enable reCAPTCHA checkbox.
  • Click Save Keys.
  • When integration is enabled reCAPTCHA can be seen activated on the front.

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