đStep-by-step Basic Payment Confirmations
Use Emails to send confirmation messages to customers, including a detailed breakdown of their Basic Payment Submission
Prerequisites
You have installed eCommerce Module v1.1.4 or later. Check out Modules Overview to find out how you can install the latest version.
You have set up a Basic Payment Form using the Stripe Payment Gateway
Introduction
You can now add details of a customer's Basic Payment Form to Workflow and Autoresponder transactional emails. Give your Client and the customer peace of mind, as well as valuable records for their safekeeping. Within the email, you can also access any fields that were submitted along with the original Form. Learn more here: Dynamic Content in Workflow and Autoresponder Emails
Step 1) Include the Payment Summary Feature
To include the details of the customer's most recent Order, include the following Liquid tag:
This can be outputted in one of two places:
Inside the body of an automation email e.g. autoresponder or workflow
Inside a Form Confirmation Layout
Placing in either of these locations will allow the system to identify the last submitted Form case and, if there is one, the associated payment.
Step 2) Create or Find a Layout
File Structure
You can use an existing Layout, or create a new one in this File Structure: layouts/modules/module_14/payment/my_layout.liquid
Note
Unlike the similar Order Details Layout, Payment Details is simpler, so there are no wrapper and item files.
Step 3) Develop the Layout
Inside your automation email body, you'll have access to the Form object: {{form.properties}}
This contains the fields submitted with the Form. Learn more here: Dynamic Content in Workflow and Autoresponder Emails You'll still have access to these fields throughout the Payment Details Layouts as they will be inherited.
***Accessing Payment Details ***The layout file will have access to the this
object, which will contain details about the Payment: {{this}}
Within this object, you'll have access to the following fields:
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