TrustistEcommerce for GravityForms Payment Gateway Configuration

Introduction #

The TrustistEcommerce for GravityForms plugin integrates TrustistEcommerce payment gateway with Gravity Forms, allowing users to accept payments directly through their forms. This guide provides detailed instructions on how to configure the payment gateway for forms involving payments and manage the resulting entries and orders.

Configuring TrustistEcommerce Payment Gateway #

Step 1: Setting Up a Payment Form #

1. Create a New Form or Edit an Existing Form:
   • Go to “Forms” in the WordPress Admin Dashboard.
   • Click “Add New” to create a new form or select an existing form to edit.
2. Add Product Fields:
   • Add the necessary product fields to your form (e.g., Product, Option, Quantity).
   • Configure these fields to represent the products/services you are selling.
3. Add Pricing Fields:
   • Add pricing fields such as “Total” to calculate the total payment amount.

Step 2: Creating a TrustistEcommerce Feed #

1. Navigate to the TrustistEcommerce Feed Settings:
   • In the Form Editor, click on “Settings” and then select “TrustistEcommerce”.
   • Click “Add New” to create a new feed.
2. Configure Feed Settings:
   • Feed Name: Enter a name for your feed.
   • Transaction Type: Choose between “Product” or “Subscription” based on your needs.
   • Test Mode: Enable Test Mode for testing purposes. This allows you to use the sandbox environment.
   • Cancel URL: Enter a URL where users will be redirected if the payment is canceled.
   • Billing Information: Map the necessary billing fields such as Name and Email.
3. Save the Feed:
   • Click “Save Settings” to create the feed.

Step 3: Configuring the Confirmation Page #

1. Set Up the Confirmation Page:
   • Navigate to “Confirmations” in the Form Editor.
   • Configure the confirmation settings to redirect users to a thank you page or display a custom message upon successful payment.

Step 4: Handling Payment Entries and Orders #

1. Access Entries:
   • Go to “Forms” and select “Entries” for the form you configured with TrustistEcommerce.
2. Review Payment Status:
   • Each entry will show the payment status (e.g., Processing, Paid, Failed).
   • You can view detailed payment information by clicking on an entry.

Step 5: Editing Payment Details #

1. Edit Payment Details:
   • To edit payment details, click on the entry you wish to modify.
   • You can update the payment status, amount, transaction ID, and date if needed.
   • Save the changes to update the entry.

Step 6: Handling Failed Payments #

1. Retry or Cancel Payments:
   • If a payment fails, the entry will be marked as “Failed”.
   • You can provide users with a retry link or handle the failed payment manually.

Step 7: Fulfilling Orders #

1. Automatic Order Fulfillment:
   • Orders are automatically fulfilled when the payment status is updated to “Paid”.
   • Notifications and post creation will be triggered based on the configured settings.

Advanced Settings and Customization #

Custom Settings and Hooks #

1. Custom Settings and Hooks:
   • Advanced users can use custom settings and hooks to extend the functionality of the plugin.
   • Refer to the plugin’s API and developer documentation for more details on available hooks and customization options.

Conclusion #

By following this guide, you can effectively configure and manage the TrustistEcommerce payment gateway with Gravity Forms. For more detailed information on installing the plugin, refer to the installation documentation.

If you encounter any issues or need further assistance, please consult the support section of the documentation or contact TrustistEcommerce support.