If you are taking payments from customers, your customers may want to view their payment history, profile information, subscription details, etc. This user dashboard feature lets the users access their dashboard and view all the submitted information and payment history.
In this documentation, you will learn how to enable the user dashboard and its various features.
Enable User Dashboard Module #
To enable the User Dashboard Module go to Settings > User Dashboard and you will see a button for Enable Paymattic User Dashboard Module, click on it. After that, you will get some settings for your User Dashboard.
Paymattic Users: The Paymattic User option is for permitting your users what access you want to give them you can select it from here.
User Dashboard Page: Here Paymettic will automatically create a Dashboard Page which is Paymattic Dashboard for your users. but if you want to create any custom page for your user you can select your page from the Dropdown here. We recommend using our Paymettaic Dashboard page for your user.
Just select the Payamattic Dashboard Page from the dropdown menu and click on the Save Settings button.
WPUser Registration Form #
You will need a User Registration form for your user to register in your Paymattic. To create your User Registration form go to the All Forms from your Paymattic Dashboard and then click on the Create a Form button.
Now select Create Blank Form from here.
To create a user registration form you have to add a Name field, a User Email Field, and a Password field. You can add more fields if you need to.
Enable the Integration of User Registration #
To create a User with your Paymattic form you need to enable the integration of User Registration. Go to the Integration from the Paymattic Dashboard and enable the User Registration.
From Integration #
Now go back to your User Registration Form. Go to the Settings of the form and click on the Integration button. Here you you will see the Add New Integration drop-down button hover over it and you will see User Registration Integration click on it.
Now you will be redirected to the Update User Registration Integration Feed. Here you need to update some feeds as shown here. You can also use some shortcodes to fill these fields. You will get the shortcodes in the Drop-down button on the right side of the field.
- In the Email Address field, you have to select the Email Address
- In the User Name field use the {input.customer_email} shortcode because your customer email will be the user name to log in to your Paymattic user dashboard field
- In the Name field, you can use the {input.customer_name} shortcode
- In the Password field use the {input.password} shortcode to address your password
- The default user role of the feed will be Paymattic User
- You can add some User Meta if you want
- If you enable the Auto Login option your user will be directly logged into your Paymattic User Dashboard after registration. Simply check the checkbox to enable the auto-login option
- Here you will also get the checkbox option to give a Welcome Email Notification to your user.
- If you want to disable the form submission of already existing users then just select the checkbox from Form Validation for disabling form submission for the existing user.
- If you have any conditions about this submission just set the conditions from the Conditional Logic option.
When you are done with all your changes just click on the Update User Registration Feed button to save all the changes you have made.
Now you will see that your WP User Registration has been done and your User Registration Integration Feed has been added here. You can modify your user registration feed and delete it from here with the Edit and Delete icon button.
After Form Submission Redirection #
After all the above settings go to the Settings of the form and select the Confirmation Settings. Then select the Confirmation Type > To a Page from here. Now select the redirection page as Paymattic Dashboard. Click on the Save Confirmations Settings to save your changes.
Show your Registration Form on the Site #
You have to follow these processes to add your User Registration form to the front end of your website.
First, go to the All Forms from the Paymattic dashboard and copy the Shortcode of your User Registration Form.
Then Paste it to the page where you want to embed your Form.
Now in your front end, you will see your User Registration Form like the below screenshot. Here your user needs to fill up the form to make complete the registration.
User Dashboard View #
Your user dashboard will be like the below screenshot.
Congrats! Your User Dashboard Module is ready to use now.