Sending Confirmation Emails When Allowing Partial Payments on a Form

Sending Confirmation Emails When Allowing Partial Payments on a Form

This article will provide instructions for sending confirmation emails to registrants who have made partial payments.

Only registrants who have paid in full or have promised the full amount (check payment option) can continue from the Payment page to the Confirmation page.

If a form is set to “Allow registrant to edit the payment amount” under Plan > Form > Payment, the registrant may not pass through to the Confirmation page, and the registrant will not be sent a confirmation email.

If confirmation emails should be sent out to registrants who have only entered in a partial payment, a separate Partial Payment Confirmation Email template must be created. A logic rule must also be added to trigger sending that confirmation email.

Step 1: Create an Email Template for Registrants That Have Made a Partial Payment

1. Navigate to Promote > Communication > Email Templates.

2. Click Add New.

3. Name and create an email that is only meant to go out to registrants that made a partial payment.

• Example: “Partial Payment Confirm Email.”

4. Click Save.

Step 2: Create a Logic Rule to Send an Email

1. Navigate to Plan > Select your Form > Logic (left menu tab).

2. Click Add New.

3. Fill out the Name and Section of the Logic Rule.

• Example: “Partial Payment Email Logic”, Logic 5.

4. Under Conditions, select Apply ONLY if these conditions are met.

5. Set the Logic Conditions to trigger when a payment is made and the balance due is not paid off in full.

• Set Logic Conditions: IF (Balance Due) <> (0.00) ( and ) (Net Payments) > (0.00)
• Set Logic Action : Send email to registrant — Select the email template to be sent.
• Example, “Partial Payment Confirm Email.”

6. Click Save.

Step 3: Add Logic Section to the Page Layout of the Form

1. Navigate to Plan > Select your Form > Setup.

2. Scroll down to Page Layout.

3. Under Available Sections, select the Logic Section that contains your logic rule.

• Example: “Logic Section 5.”

4. Move the Logic Section over to Online Form Sequence.

5. Place the Logic Section on the same page as the Payment section.

6. Click Save.