Making online payments was a big headache before PayPal was launched. Although there were many payment options, making payment secure and quick were their significant issues. PayPal Smart Connect has made online payments easy and safe for people doing business across the world.
On the other hand, is a great content management system writers use to share their content online. Many people and brands use this platform to run their websites. The main reason for using is because of its many plugins. These plugins are used to extend functions. One of these plugins is WPForms.
With WPForms, you can integrate PayPal into your forms. If you are running a website, you can collect payment made through PayPal. This also includes donations. Today, we are going to show you how to install and use the PayPal addon with WPForms. This makes it easier for you to send and receive payments without leaving your dashboard. If you are ready, then let’s get straight into it.
Before we get started, you need to know that a PayPal addon requires a Pro version or higher.
How to Install the PayPal Addon
First, ensure that that up to have installed the WPForms plugin on your site. If it is installed, then go on to establish the PayPal addon.
Once you have installed the PayPal addon, go ahead and add PayPal to a form. For this to happen, you need to create a new form with your WPForms plugin. If you have an existing one, go ahead and edit it. Although you can use any form, in this tutorial, we will use the Billing / Order Form template.
This template is suitable because it comes with the fields that are perfect for making payment. However, you won’t need all those fields since PayPal only needs one field to work correctly. This is the items field. You can make it a Single Item, Multiple Items, Checkbox Items, or Dropdown Items field. When using PayPal, the Total is not necessary even when you are using various items field. Including it is essential because it will help your users know how much they are doing to pay.
Remember, the Credit Card field is not needed when you are using PayPal. The reason for this that after form submission, sensitive information will be saved on PayPal’s website.
Also, you can read WP Mail SMTP by WPForms
Adding PayPal Payments to Your Forms
After creating your form, you now need to connect it to PayPal. While the form builder is still open head over to Payments,>> PayPal Standard. You will also see a box labeled Enable PayPal Standard payments, which you need to check.
Other payment settings that you need to fill out include:
- PayPal Email Address – This is your PayPal’s email address where your payment will be sent
- Mode – These are Production or Test options
- Payment Type – This is meant for Products and Services or Donation
- Cancel URL – Users who don’t complete payment on PayPal will be redirected to this URL
- Shipping – For products that require shipping, as a user, you will need the recipient’s address field during PayPal’s checkout process
At the bottom of these settings, you will also find two checkbox options. The first option is to Don’t ask the buyer to include a note with payment. You can check this box if you don’t want users to add anything in the checkout. This will disable this box.
The second option has a checkbox for enabling conditional logic. This option comes in handy if you want users to pick between Stripe and PayPal in your form. Don’t forget to click on the Save button to apply your payment settings.
Setting Up Conditional Logic for Payments (Optional)
One of the reasons why we love WPForms’ PayPal addon is that their settings options also include conditional logic. With this feature, you can create smart forms. These forms change content depending on the user’s choice or behavior.
This feature is used in many ways when you are using PayPal as a payment option. Here are two examples:
- Allowing your users to choose between Stripe or PayPal when making payments.
- Making payment optional
In PayPal, setting up conditional logic is quite simple. Just open the form builder and go to Payments >> PayPal Standard. Go to the settings you tweaked earlier and check the box labeled Enable conditional logic. Upon checking this box, you will see additional options. These options allow you to set your rule(s) for sending the user an invoice to complete payment.
Here are the options:
- Process – This option lets you decide the outcome of following the conditions that you set (Process/Don’t Process).
- Select Field – Here, you can pick the field for applying this rule within your form.
- Is – This option allows you to select the type of comparison you want to use. They include options such as include is, is not, empty, not empty, contains, does not contain, starts with, ends with, greater than, and less than.
- Select Choice – This is an option for determining the value a field should have for the conditional logic to apply.
In this tutorial, we are going to use ‘only run on PayPal payment if the user chooses to sign up for our workshop,’ as an example. This is to help you understand how this feature works in PayPal.
The first thing you need to do is add a Dropdown Items field for your conditional logic rule. This field lets users decide whether or not they want to sign up for the workshop.
Once you are done setting up this field, go to Payments » PayPal Standard, and check the box to Enable conditional logic. It is that simple.
This is how easy it is to connect PayPal to using WPForms.
The link between PayPal and WPForms has made it easier and safer to make online payments. PayPal is one of the best payment processing systems in the world. People are looking for convenience when making payments. That is why these two services have come together to provide that.
As a user, you don’t need to leave your dashboard to process payments. You need to connect your WPForms to PayPal, and you can transact using PayPal while on your website. I hope this tutorial on how to install and use PayPal addon in your website was helpful. Now it’s your turn to install it on your website.
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