bookmark_borderCreating a Feed for the PayPal Payments Standard Add-on
After you have installed and configured the PayPal Payments Standard add-on for Gravity Forms, you will need to create a feed for your form submissions to be processed by PayPal. In this article, we will show you how to easily create a feed to submit payments to PayPal.
- First, you will need to log into your WordPress admin dashboard if you have not already done so.
- If you have not already installed and set up the PayPal Payments Standard add-on from Gravity Forms, you may follow our article on installing the PayPal Payments standard add-on, as well as the article on setting up the PayPal Payments Standard add-on.
- From within your WordPress admin dashboard, click on Forms on the left side navigation menu.
- Next, hover over the name of your form. Then, hover over Settings and click on PayPal.
- You should now be presented with any PayPal feeds currently in place. Likely, you will not already have one and need to create it. To do so, click on Add New.
- Here, you will see a few different fields. The first, is the Name field. Within it, enter a unique name for this feed. The name is simply used for identification and can be anything, as long as it is unique.
- Next, you will see a field labeled PayPal Email Address. In this field, enter the email address for the PayPal account that will be receiving payments.
- The next option, labeled Mode determines if you want to receive live payments or are submitting them to PayPal in sandbox mode for testing. If you’re ready to take payments live, set this to Production. Otherwise, set it to Test.
- The next option available is the Transaction Type field. If you are selling a one-time physical or digital product, you will typically select the Product and Services option. If selling a recurring subscription or accepting donations, you may want to select their respective options instead. After you have selected your desired option within the Transaction Type dropdown, you will see various other fields appear that are specific to the option you have selected, in addition to other options below it. For more information on the fields that are specific to your transaction type, you may review the following articles:
- The next section you will see is Billing Information. In this section, there are several fields such as First Name, Last Name, Email, and various others. Simply put, these options allow you to map field values to the payment information sent to PayPal. To do so, just select the field that you want to be used for the applicable information in the dropdown to the right of the label.
- You can also configure the Page Style option to add a bit of customization to the PayPal Standard checkout page. In this field, you may simply enter the name of your custom page style if you have configured one within PayPal.
- Next you are given the option for a custom continue button label. This content will be displayed after payment has been completed within PayPal. Simply enter the text content that you want displayed.
- You can also customize the the URL that users will be sent to if they cancel their order within PayPal before completion. To do so, simply enter the full URL to the page that you want to use to be sent to within the field labeled Cancel URL.
- Next up, you have a few checkboxes labeled Options. These checkboxes allow you to better control the information that is obtained from PayPal. For example, if you do not need to pass the address on to PayPal, you can enable the checkbox labeled Do not prompt buyer to include a shipping address.
- Some users may see a deprecated section titled Notifications. This section is only visible if the feed were previously configured to control notifications this way. See the Notifications section below for details on how to control when notifications are sent based on Events.
- Lastly, we have an option for conditional logic. If this option is enabled, you will be able to define conditions for which payments will be processed by PayPal.
- Once you have fully configured these fields, including your transaction type options, click the Update Settings button to save your options.
Feed Notifications Setup
Controlling when notifications are sent used to be available in the Feed Setup. This has been removed and is now controlled from the Notification itself.
- Click on the Notifications menu in the left navigation.
- Hover over the name of the notification you wish to modify and click Edit, or create a new notification. An Event section with the actions available for sending notifications will display.
- Expand the drop down for the Event section and select the Event for which you want a notification sent. If you need to send notifications for more than one event, simply create another notification.
- Fill out the rest of the notification as you normally would and click Update Notification or Save Notification, depending on whether this is an existing or new notification.