How to collect payments with PayPal

Seamless integration with PayPal allows you to collect payments, subscriptions and donations as a part of your campaign. Simply connect your PayPal account and Woorise takes care of all payment activities in an automated and secure manner.

PayPal Settings

Woorise integrates with PayPal using IPN which simply lets Woorise know that the payment has been processed by PayPal. Follow the instructions bellow on how to set up your PayPal IPN to communicate with Woorise.

1. Log into your PayPal account.
2. From within your PayPal account, click on the account icon (looks like a gear) at the top right of the page, then click on Profile and Settings. Click the My selling tools menu item to the left of the page. Click on Update to the right of Instant payment notifications (IPN).
3. Click on the Choose IPN Settings button.
4. You will be prompted with a field labeled Notification URL. Enter the following, replacing sitename with your site’s URL.https://woorise.com/sitename/?page=gf_paypal_ipn
5. Select the radio button labeled Receive IPN messages (Enabled) and save your changes.
6. In your Woorise account activate PayPal Integration and click on Settings.
7. Select the checkbox labeled PayPal IPN Setting to confirm that you have configured your PayPal IPN settings and click Update Settings.
8. Next, you need to create a PayPal feed for your campaign.

Create a PayPal Feed

Before the PayPal can be used with Woorise you will first need to create a feed. A feed simply allows form submission data to be sent to another source. In this instance, payment data being sent to PayPal.

1. Click on Campaigns and edit the campaign you want to be used with PayPal.
2. Next, click the Form tab.
3. From this page, hover over Form Settings on the top menu, and click on PayPal.
4. Click Add New to create a new feed. You will be presented with the PayPal feed settings screen.

PayPal Feed Settings

The following fields are available within the PayPal feed settings screen.

• Name
  A feed Name is required. It is only used for identification and will not be shown anywhere other than your feed listing.
• PayPal Email Address
  In the PayPal Email Address field, enter the email address for the PayPal account that will be receiving payments.
• Mode
  The Mode field determines if you want to receive live payments or are submitting them to PayPal in sandbox mode for testing. If you’re ready to take payments live, set this to Production. Otherwise, set it to Test.
• Transaction Type
  If you are selling a one-time physical or digital product, you will typically select the Product and Services option. If you are selling a recurring subscription or accepting donations, you will want to select the respective option.

After you have selected your desired option within the Transaction Type dropdown, you will see various other fields appear that are specific to the option you have selected, in addition to other options below it.

Products and Services Settings

• Payment Amount
  The Payment Amount field denotes which field will be used for the payment amount. It can be set to Form Total or an additional field that you have configured.

Subscription Settings

• Recurring Amount
  The Recurring Amount setting allows you to set the amount that the subscription will bill for. Using the drop down, you can set the recurring payment amount as one of your product fields or the form total.
• Billing Cycle
  Select the amount of time in each Billing Cycle. For example, if you wanted the subscription to renew monthly, you would select 1 within the first dropdown and Month within the second dropdown.
• Recurring Times
  Recurring Times lets you configure the number of times a subscription will be renewed. By default, it is set to infinite.
• Recurring Retry
  Enable the checkbox labeled Recurring Retry to automatically retry again if billing fails.
• Trial
  With the Trial option, you can set the initial purchase to be a trial period with a reduced price before renewing at regular price. Once enabled, additional options will appear for the trial price as well as the time that the trial will be available before renewing at regular price.
  

Donations Settings

• Payment Amount
  The Payment Amount field denotes which field will be used for the payment amount. It can be set to Form Total or an additional field that you have configured.

Other Settings

Under the Other Settings section, there are several other options that can be configured. These options are the same regardless of the transaction type you select.

• Billing Information
  Billing Information configures what billing information is sent to PayPal when processing a transaction. Map each of the billing fields to the desired form field that will contain that information.
• Image URL
  The Image URL option allows you to enter the URL of the image displayed as your logo in the upper left order of the PayPal checkout pages.
• Cancel URL
  The Cancel URL option lets you customize the URL that users will be sent to if they cancel their order within PayPal before completion.
• Options
  These checkboxes allow you to better control the information that is obtained from PayPal. If you do not need to pass the address to PayPal, enable the checkbox labeled Do not prompt buyer to include a shipping address. The same applies for passing a note.
• Conditional Logic
  If unchecked, every successful form submission will be sent to PayPal. If you wish to set specific conditions for sending form data to PayPal, then check the Enable Condition box and fill out your required criteria.

Note: You can create multiple PayPal feeds for your campaign however, you must configure conditional logic on them. Woorise will only process one feed during submission; if conditional logic is not configured, it will use the first feed it finds.