- CAWEEAsked on April 07, 2012 at 12:01 AM
I have created a thank you page that includes a copy of the submitted information. This is then a receipt the person will get for submitting their information. Some people will pay by check and some by Paypal. How do I set this up that they all receive the Thank You receipt?
I've tried several ways and done some trial runs and cannot get the thank you emailed to the submitter, nor does a thank you page appear. When and how is the thank you page supposed to appear? I thought it would appear after the form is submitted, before being taken to Paypal site.
Those who pay by check would just stop there and not proceed to pay by Paypal...
Also, I wanted submissions of membership applications to be ported over to Constant Contact. That has not happened either in my test submissions. Is this all set to happen only when actual payment to Paypal happens? If so, then it's not how I wanted it to happen. Please advise.
What am I doing wrong? I am very frustrated.
Thanks for your help!
- moonzkieAnswered on April 07, 2012 at 10:13 AM
Most certainly. That's done with an autoresponder, please refer to this guide: Creating a Form Autoresponder.
For further understanding you may also read:
If you require additional assistance with this, be sure to let us know.
- CAWEEAnswered on April 08, 2012 at 01:30 PM
I did all of those things you mentioned. Is it possible that my test submission did not warrant an email response because I did not continue on to the PayPal site and make a payment?
- CAWEEAnswered on April 08, 2012 at 01:43 PM
By the way, I may have asked too many questions in my original query. You have only answered the obvious answer - to create a Form Autoresponder... which I did. Can you please read my original query and respond to the rest of my questions? I would appreciate it very much. Thank you.
- JotForm SupportabajanAnswered on April 08, 2012 at 06:08 PM
Tests I ran on a clone of your form indicate that the problem is being caused by the fact that the payment field has been set to "Required". Since it has been so set, it must be completed in order for the form to be submitted and once that field is completed, the user will be directed to the PayPal page and (as normally happens in such cases) neither the Thank You page will be displayed nor will any auto-response be sent until the payment has been made.
So, what's the solution? I would suggest inserting a regular radio button field with the same label and choices as the payment field and then set a condition to show the real payment field only when the user chooses Credit Card (via PayPal). Another condition would need to be set to hide the regular radio button field when that same choice is selected. You will also need to create another autoresponder and delete from in the table headed Question and Answer, the last row (the row containing the real payment field). Then create a Send an e-mail after submission condition that sends that auto-response only when Credit Card (via PayPal) is not chosen. Lastly, for each of the old autoresponses, create a "Send an e-mail after submission" condition with rules that submit them if any choice but Credit Card (via PayPal) is selected.
Hopefully, that wasn't too confusing but if you need clarification on anything, we'd be glad to help.
- CAWEEAnswered on April 08, 2012 at 07:56 PM
I see. I figured that the Paypal option was the issue.
So, instead of doing what you suggest, could I more easily (and more fitting for our needs) set up two membership forms that would be accessed?
One link from our web site would take them to the credit card payment page which would send them on to Paypal, and a second link from our web site would take them to a payment by check page which would just require them to provide us with their membership options to mark. They would then print out the email receipt that Jotform sends out and submit with their mailed check payment.
In both cases, the payment by credit card or check option fields would be removed.
Would that work? We need to have our members electronically apply for membership because they tend to omit the paper based application when making payment by credit card. To have all members electronically complete the membership form makes our task easier.
Thank you so much for your patience and your assistance in clearing this up and helping us achieve our needs and goals in using electronic means to register. It is so very valuable to us.
- JotForm SupportliyamAnswered on April 09, 2012 at 02:33 AM
Yes, what you have in mind can work fine, as long as your requirements are met.
The pleasure is ours on helping you on your JotForm related concerns.
If you have other questions or concerns, please do let us know. We'll be more than happy to give you assistance.
- CAWEEAnswered on April 09, 2012 at 11:28 PM
It's done and it's doing what we wanted, thanks to Jotform and your excellent advice. Now, question. Our stats for the 2012/13 Membership Form really should not have any members and it shows 10. Those were all practice submissions to test out the forms. Can you zero it out for us?
Once again, thanks for all your help!
- jeanettebmzAnswered on April 09, 2012 at 11:40 PM
We are happy to hear that!
Regarding to the number of submissions, the one that shows 10 submissions is the 2011-2012 Membership Application Form
Let us know if you would like us to clear that form out , too
- CAWEEAnswered on April 09, 2012 at 11:42 PM
Oh, I got confused. We're good then. You don't need to clear out the 2011-12 form. Thanks so much!!!