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Payment Triggers

The trigger feature will allow your system to present and/or add products to your user’s cart, present forms that should be completed, and send emails according to selections made by your users.

Once a trigger is set, the actions happen automatically and instantly customize the registration process for your users.

Payment triggers are based on the status of the individual payments made within your system. This means that you can trigger the system to perform an action based on payment status, for example sending a payment invoice email once a payment is made.

This includes manual payments, which are always automatically set as approved.

Below is an example of where to locate payment actions when setting up a trigger. Select “Payments” when triggering a form, email, or product.

payment trigger

Below are descriptions of the possible trigger conditions available for payments:

Below are explanations on each of the options you see above:

  • User indicated will send manual payment – Any module with this setting will react when the user chooses manual payment as their payment method on the front end of the system.
  • User balance closed – Any module with this setting will react when the user’s balance is closed
  • Approved payment status – Any module with this setting will react when any payments entered into the system is marked as approved. Manual payments are automatically marked as approved once entered.
  • Refund payment status – Any module with this setting will react when any payments entered into the system is marked as refund. This will apply to both manual and processed refunds.
  • Pending payment status – Any module with this setting will react when any payments entered into the system is marked as pending. This status will only apply to credit card or ACH payments processed in the system.
  • Chargeback payment status – Any module with this setting will react when any payments entered into the system is marked as chargeback. Chargebacks are forced refunds that are initiated by your users.
  • Under_review payment status – Any module with this setting will react when any payments entered into the system is marked as under review.