Configuring Payment Event Workflow Automation

Overview

A Payment Automation Event Workflow allows you to automate the steps and communication that occur when a participant completes a payment process. You can define which forms and pages are displayed, what happens if a payment fails, and which workflow follows successful or declined payments. This ensures a smooth and consistent end-to-end payment experience.

This article explains how to add and configure a Payment Automation Event Workflow.

Step-by-Step Approach

1. Add an Automation Workflow for a Payment Template

• Add a new Automation Event Workflow.
• Assign the workflow to a Payment Template.
• Enter or edit the Name of the workflow.

2. Select Forms from the Forms Select Field

• Select the required Form from the Forms dropdown field.
• Use this form to collect payment-related details if required.

3. Select Pages from the Pages Select Field

• Select which Pages are included in the payment workflow.
• Define what the participant sees during the payment process.

4. Select a Thank You Page

• Select the Thank You Page that displays after a successful payment.

5. Select a Payment Failed Page

• Select a Payment Failed Page that displays when a payment is unsuccessful.

6. Select a Decline Workflow

• Choose a Decline Workflow to define what happens if the payment is declined.

7. Select a Next Workflow

• Select a Next Workflow that runs after successful payment processing.

8. Enter or Edit Order Completed Stage Name

• Enter or update the Order Completed Stage Name to identify the stage when payment and order processing are complete.

9. Enter or Edit Order in Progress Stage Name

• Enter or update the Order in Progress Stage Name to identify the active payment stage.

10. Click on Save

• Click the Save button to apply and activate the Payment Automation Event Workflow.