The Paymattic WordPress plugin comes with the Email Notifications feature. The email notification feature enables the users to receive a copy of the information that they filled up in the form. Besides, the admin can send custom automatic email notifications to the user. Let’s see how to implement the email notification feature in Paymattic.
- Log in to your WordPress dashboard and go to Paymattic → All Forms.
- Hover the cursor over your form and click on Settings.
- Then, go to the Email tab from the top bar.
- Click on the Add New Notification button or you can enable the existing Admin Email Notification.
- Add a name for the Email Notification, for example, I am naming it User Email Notifications.
- Specify the email address to which you wish to send your email updates in the Email To field. Click on the drop-down icon to view the list of all smart tags. Select the Email Address tag to take the user’s email address as input.
- You can set an email address in the Reply-to field so that you receive an email when the user responds.
- Set a subject line of the notification email in the Email Subject field.
- Now, write the body text of the email in the Email Body field. You can add different dynamic data in the email body with Add Shortcodes button. Write the message in custom HTML in the Text tab.
- Then, set an action after which the email will be sent.
Conditional Logic #
If you want to apply conditional logic in the email notifications, you can enable the Conditional logic.
Define the condition for which these confirmation emails will be sent.
- Select Any if the submissions require responding to any one of the conditions defined. Select All if the field requires to fulfill multiple conditions.
- Define the Input fields that the conditional emails would rely upon.
- Define what logic is to be satisfied, there are two operators, General & Advanced operators.
- In General Operators – equal/not equal, greater than/less than, greater than or equal/less than or equal, contains/do not contains, and start with/ends with, etc options are available.
- In Advanced Operators – Equal to Data Length, Less than to Data length, Greater than to Data Length, etc options are available.
- Define the conditions or values that are to be met.
When to Send this Email #
In these settings, you can send the email according to your wish. There are three available options here such as – After Form Submission, On Payment Access & Manual Notification.
- After Form Submission: When this option is selected, the email will be sent immediately after the form has been submitted.
- On Payment Success: If you want to send an email after the payment has been successfully submitted, then you can enable this option.
- Manual Notification: You can send email notifications manually according to your needs. Let’s have a look at how this works –
- After submitting your form, go to the form’s Entries and scroll down until you see the Send Email Notification Manually option. When you select this option, a pop-up window will display. You can specify where your Email Notification should be sent, as well as whether it should be sent to the Default or Custom Recipient.
Advanced Settings #
In the Advanced Email Notification Settings, you can specify the sender name and email in the From Name and From Email fields. Add an email address in the CC or BCC if you want to send a copy of the email to another person. Use a comma in between each email address to add more than one receiver.
Finally, click on the update button to save the changes.
Admin Email Notification in Paymattic #
Follow the same procedure to set up Email Notifications for the website admin. Use the {wp:admin_email} shortcode in the Email To field to send notifications to the WordPress site admin. The site admin will receive an email when a new form is submitted.
Email Notification for Manager (Custom) #
You can set up a custom email if you want to send notifications to your manager. Simply type the custom email address of your manager (example- [email protected]) in the Email To field. Your manager will receive an email notification when a user submits a form.
Once you successfully set up the notification you can see a list in the Email Notifications tab. By clicking the switch in the Status Column, you can toggle an email notification on or off.
