Registration/Payment with Confirmation Email?

  • Profile Image
    Ilan
    Asked on July 30, 2018 at 06:33 AM

    Hello,

    I'm looking to set up a payment checkout page. I see that Jotform has both PayPal and Google Sheet integration which is exactly what I'm looking for.

    But additionally, I also need a feature that sends out a confirmation email on my behalf once someone has made the PayPal payment and completed the checkout. That way, when someone completes the checkout, they'll automatically receive an email from PayPal that the payment went through, as well as an email from me saying that the transaction and checkout process has been completed successfully. 

    Can I automate completion/confirmation emails with Jotform?

    Thanks!

    Ilan

  • Profile Image
    Victoria_K
    Answered on July 30, 2018 at 10:11 AM

    Hello Ilan,

    We have an option to set up Autoresponder emails on your forms. Please check the following guide for more information: Setting-up-an-Autoresponder-Email

    Let us know if you need further assistance.

    Thank you for contacting us.

  • Profile Image
    ilanb13
    Answered on August 06, 2018 at 07:07 PM

    Hi Victoria,

    Thanks for that information! That's exactly what I'm looking for.

    Another question I have is how to make sure that the autoresponder email is only sent after the PayPal payment has been completed.

    These would be the two scenarios:

    1. User fills out the form > User completes the PayPal checkout successfully > User gets autoresponder email

    2. User fills out the form > User closes the window instead of completing the PayPal checkout (User shouldn't get any autoresponder email in this case)

    Questions:

    Does Jotform save the user information for the users that start the form but don't complete it?

    When does Jotform send the autoresponder email? Is it after the user submits the form, or is it after the user has completed the PayPal checkout? I'd like for it to be after the PayPal checkout only. Meaning that a user shouldn't receive an autoresponder email if they've only completed the form, and haven't gone on to complete the PayPal checkout (for whatever reason).

    Also, is it possible to set up a trial? We're very interested in being either a silver or gold client but would first like to make sure that everything works as we intend.

    Let me know!

    Thanks!

    Ilan

  • Profile Image
    Kevin_G
    Answered on August 06, 2018 at 08:48 PM

    By default, email notifications and email autoresponders will not send when the user does not complete the payment, they will be only sent when the user is successfully redirected to the thank you page after completing the payment in PayPal. 

    Now, you may control this and configure which emails should be sent, the following guide will help you doing so: https://www.jotform.com/help/273-How-to-Setup-Incomplete-Payment-Notification-Email 

    Also, the submissions is still recorded even if the user does not complete the payment, the following guide will help you viewing these incomplete payment submissions: https://www.jotform.com/help/135-How-to-View-Incomplete-Payments 

    Also, is it possible to set up a trial? 

    We do not have trial versions, you  may use the free version in order to test the features and see how Jotform works and then upgrade if you need to increase your account limits, you will have access to all of our features even with a free account, our pricing actually changes your account limits. 

    Thanks.