Category: Post-Submit Actions

The post expiration period addon allows you to display a new post for a limited time. You also could set expiration action so that a post would be deleted or changes the status to draft after the date elapses. This feature works if you have limited-time offers for the customers on your site or want clients to publish posts, which would be deleted, like, after a month. The expiration period can be added via the JetFormBuilder form and set in the Insert/Update Post notification settings.

Install the post expiration period

Download the addon from the DevTools page, where this and other features are free. After that, navigate to Plugins on the Dashboard, click on the “Add New” button, then “Upload plugin.” The last step is to activate the plugin.

Create a JetFormBuilder form

Since the expiration period can be set via the WordPress JetFormBuilder form, you should create one.

To find out how to create a form, follow this tutorial.

Get through another guide if you want to know more about form Notifications Settings, especially Insert/Update Post type.

When you set up a form for creating posts, open the JetForm tab and proceed to the Post Submit Actions section. Choose the type to Insert/Update Post and click on the “Edit Action” icon.

Toggle on the “Enable expiration period” control. In the Expiration period field, enter the required number of days and choose where you want to move posts in the Expiration action radio – to Trash or Draft. Then press the “Update” button.

After setting the form up, be sure to “Publish” the form.

Create a new post with the form

Add the form with the post expiration period to the page on the front-end. To find information on how to do that, follow this tutorial.

To see the addon in action, we have created a new post with the JetFormBuilder form and set it up to move to Trash with the expiration of one day.

As we can see, the post has been moved to trash within 24 hours after creation.

That’s all for the post expiration period. Now you know how to install the addon, set it up in the JetFormBuilder form, and move posts to Trash or Draft automatically after the date elapses.

Description

ActiveCampaign is an app that helps you to perform email marketing automation. This action creates a link between this app and your form, allowing you to use the information from the form fields in the ActiveCampaign account. 

Settings

To connect the form and the ActiveCampaign account, you have to generate the API URL and key. Copy those two codes and paste them to the API URL and API Key bars.

To obtain more detailed information about generating the key and URL, follow this link.

Description

GetResponse is an application that makes email marketing easier. This action allows you to create a connection between your form and the GetResponse account. The data from the form can be used through the GetResponse functionalities.

Settings

As for every third-party application of that type, you will need to get the API key to create a connection. When you obtain it, paste it to the API Key bar and press the “Validate API Key” button.

You will be able to read about the process of getting the API key in more detail here. However, be aware that this page is available only to logged-in users.

Description

MailChimp is an app for email marketing. This action allows you to connect the form with the MailChimp service. The data that users insert into the form will be transferred to the application, and you will be able to use it there.

Settings

To create a connection between the form and the MailChimp app, you will need to get the MailChimp API key. Insert it into the API Key bar and press the “Validate API Key” button.If you need a helping hand, go through this API key obtaining tutorial.

Description

When the user clicks on the “Submit” button, this action redirects him/her to another page. Here, in the editing window, you can define the target page.

Redirect to Page Form Action Settings

• REDIRECT TO — in this drop-down field, one can choose the type of page users are sent to:
  • Static Page — in this option, one can choose the target page. When selected, it reveals the SELECT PAGE drop-down field that contains all the pages created so far;
  • Custom URL — in this option, one can type any address into the REDIRECT URL field, and this action will redirect the user there;
  • Current Page — in this option, users are redirected to the same page they were on;
• URL QUERY ARGUMENTS — in this select field, one can choose which field(s) to add to the form. When selecting the field(s), their values are used as the query arguments and added to the URL;
• URL HASH — in this field, one can set the subject of the letter that the user will receive;
• OPEN IN NEW TAB — this switch (deactivated by default) enables the target page to open in a new tab. This option applies only to the AJAX form submit type.

Description

This action allows you to connect your form to third-party apps like Zapier or Make. Those apps can give you a webhook that can be used to transfer data from the form to some other websites or apps. 

Settings

Insert the obtained webhook to the Webhook URL field and check the connection with the third-party app. Afterward, click the “Update” button.

Tutorials

Description

When the user submits the form, this Post-Submit Action calls a “hook” – a special little code fragment that does some action. If you want to know more about hooks, follow the link.

Settings

Place the name of the needed hook to the Hook Name bar. Examples of such names are presented under the bar, so you can use them as a reference. When you are done, press the “Update” button.

Displaying Users’ Data via WordPress Dashboard (Backend)

WordPress accumulates users’ data and displays them via its dashboard on the WordPress Dashboard > Users tab. In turn, the JetFormBuilder plugin collects user data according to the columns’ names (i.e., Username, Name, Email, Role, and more). To update data manually, select the user and press the “Edit”  button. After changes, press the “Update User” buttons.

Updating Users via Forms (Frontend)

To update user data via forms, create or edit a form with necessary blocks (or use premade patterns) and select the “Update User” option from the Post Submit Actions. 

NOTE

The Hidden field with the Current User ID option set is necessary for the correct work of the form.

Press the pencil icon to edit the “Update User” option from the Post Submit Actions.

Specify the fields to be updated for users of certain user roles and publish the form. For instance, in the example above, the corresponding fields are selected from the appropriate drop-down menus.

The Edit Action tab displays the following options:

• The Fields Map group shows all fields of the current form and includes fields displayed on the WordPress Dashboard > Users tab: User ID (will update this user), Email, First Name, Last Name, and more.
• The User Role drop-down menu allows you to select the role available for update from the Editor, Author, Contributor, and Subscriber options. Read the tutorial on Changing User Roles via Forms (here, Administrator by default). 
• The Message Settings help to specify the messages that will be sent if passwords mismatch, email exists, the username is incorrect, etc.

Select the “User” option from the “Source” drop-down menu and the “Current User” option from the “Get User ID From” from the General Settings of the form.

Here, the following fields were specified for update:

• post ID ー User ID (will update this user);
• Name ー First Name (i.e., only the first name of the user will be changed, but not the full name);
• E-mail ー Email;
• Password ー Password.

These fields coincide with the names of the columns in which the user’s data are displayed via the WordPress Dashboard.  Add the form to a page using the JetForm widget. Watch the video to learn How to Add WordPress Form to any Page Builder using the JetFormBuilder plugin.

Update the page and update the user’s data.

Navigate to WordPress Dashboard > Users to see the changes.

That’s all about updating users via JetFormBuilder forms (front end) and displaying the collected data on the backend.

With the help of the Register User action, you can create a registration form. The data that the user types into the form will be used to add a new user account to your WordPress website.

To begin, we need to build a registration form by heading to WordPress Dashboard > JetFormBuilder > Add New. Let’s make this task a little easier and use the Register Form Pattern.

As you can see, there are Text Fields that represent the name, email, password, and country.

If desired, you can add other fields to the form; it’s up to you.

Settings

Initially, select the Register User post-submit action if you haven’t done so, and press the pencil-shaped button.

Once the editing window opens, you can see the Allow creating new users by existing users toggle. Its name speaks for itself, so activate it if desired and specify the WordPress user role by completing the Who can add new user? field. For instance, we pick an “Administrator” option.

Look more closely at the Fields Map settings. 

The fields listed here are essential for the user’s account. Next to every field, you can see a drop-down menu with a list of form fields. By choosing a form field, you link it with the user account field. The data from the form field will be used to fill the corresponding user account field.

Let’s go through all the fields. Starting with the User Login field, we link it with the Name field that we have added to the form, Email corresponds to the samely named field, and Password should be connected to the Password one. 

Scroll down to the following fields; link Confirm Password with the corresponding field, and one more time, we pick the “Name” option as the First Name. 

We leave the Last Name and User URL fields empty in the described case. However, if you have added some fields corresponding to these, select them in the drop-downs.

Move further, select the User Role attached to the new user registered via the built form. 

If you have added some custom meta fields to the user account, you can link the form fields with them if needed. Just type in the name of the corresponding field in front of the form field’s name in the User Meta section.

In the current case, we fill in the Country field with the corresponding meta field key.

Moreover, activate the following switchers if needed.

• Log in User after Register — if enabled, specify the “Remember me” field in the appeared selector;
• Add User ID to form data — once activated, the user ID will be kept to form data. Or, if the form is completed by the user already logged in, the current user ID will be added to form data.

Don’t forget to adjust the Messages Settings section. It refers to notifications shown to the user in corresponding cases. 

Once all the fields are completed, push the “Update” button.

Also, mind that we have selected the desired picture as part of the Image block customization.

Now you can hit the “Publish” button to save the result.

Head to the WordPress Dashboard > Pages and click the “Edit” button next to the desired page.

Or, hit the “Add New” button to build a new page.

Select whether you want to build the page with the help of Block Editor or Elementor Page Builder.

Initially, look at the customizations that can be made with Elementor.

Drag and drop the JetForm widget on the page. Have a closer look at its settings.

• Choose Form — select a form you have created;
• Fields Layout — define whether you want to display the form fields in a column or a row;
• Required Mark — complete the field with the symbol placed next to the obligatory fields;
• Fields label HTML tag — choose one of the field name wrappers. When the “Default” option is selected, the tag will be set to DIV;
• Submit Type — pick whether the page will be reloaded once the form is submitted or the AJAX request type will be performed;
• Enable form pages progress — activate the progress bar above the form that will indicate the completed parts of the form. Use it if you have added the Form Break Field to separate the form into parts.

After implementing the changes, press the “Publish/Update” button and look at the front end.

Mind that the same settings are available in the Block Editor.

Head to the front end and complete the form to register a new user. Click on the action button at the end of the form.

Now let’s check if the user was created by proceeding to WordPress Dashboard > Users. 

There you go; the new user is already displayed here. You can also observe that its user role is set to “Subscriber,” as we selected before.

Press the “Edit User” button to see if the completed information is saved in the database.

Scroll down to the meta box displayed at the bottom of the page.

Take a look at the Country field; this one is completed now.

That’s it; all the needed information is saved. So, now you know how to use the Register User post-submit action and build a working form with the JetFormBuilder plugin.

• Description
• Settings
• How to Create a Post via the Form?
• How to Update a Post via the Form?

Description

This Post-Submit Action creates a new post of some post type or edits the existing one according to the data the user puts into the form. The information from the form fields is inserted into the post’s meta fields you choose. In case of the updating, the values of the selected meta fields are rewritten according to the data the user adds to the form fields.

Settings

• Post Type. In this drop-down menu, you will find all types of posts available to you. If you’ve created some Custom Post Types using such plugins as JetEngine or ACF, they will be on the list too;
• Post Status. Here you can choose the status of the created or updated post after the Action is performed. For example, if you choose “Published” for Insert Post Action, the created post will be immediately published;
• Fields Map. All the fields you have added to the form will be listed here, named by their Field Names. And there is a drop-down menu next to every field’s name. In that drop-down, you can choose the post’s meta field where the data from the form field will land. As you can see, it is possible to link the form field not only to custom meta fields but to the default ones like Post Title or Post Content, too;

• Default Fields. If some of the post’s meta fields have to be filled with specific data, you can set them here. In the Meta Key bar, you type in the name of the meta field and add the value you need to the Meta Value text area. The default value will be added to the meta field only if that field is not connected to any of the form fields.

How to Create a Post via the Form?

Proceed to the JetFormBuilder > Add New tab on the WordPress Dashboard.

Give the form a name and add as many fields as necessary. For this tutorial, we created a few:

Go to the JetForm section and move to the Post Submit Actions tab. Select the “Insert/Update Post” option and hit the pencil-shaped button.

In the Post Type field, choose the post type for which posts will be created. It could be a default WordPress post type (e.g., Posts, Pages) or a custom post type (created with the help of the JetEngine plugin, for example).

In the Post Status field, you need to select the status of future posts.

The next is to set the Field Map block, where form fields should be assigned to the appropriate post fields names.

Then, click the “Update” button.

When you finish working with the form, press the “Publish/Update” button.

Navigate to any page, place the JetForm block onto it, and select the newly created form in the Choose Form field.

After you’ve done with form customizing, push the “Publish/Update” button.

To check if the form works correctly, open the page on the front end, fill in the form fields, and hit the “Submit” button.

Also, you can proceed to the post type and inspect if a new post appears.

How to Update a Post via the Form?

The form for the post updating works most effectively if it is placed on the Single Page. You can create such a template for the default WordPress post type (e.g., Posts, Pages) or a custom post type created with the help of the JetEngine plugin.

To create a form, go to the JetFormBuilder > Add New tab on the WordPress Dashboard.

Give the form a name, and add as many fields as necessary. For this tutorial, we created a few:

Also, for the data to be rewritten, proceed to the JetForm section, Preset Settings tab, and enable the toggle.

Select the “Post” option as the Source, “Current Post” in the Get post ID from field, and choose the “Post ID” option under the post_id field. Set other fields, so they match the required post data.

Move to the Post Submit Actions tab. Select the “Insert/Update Post” option and hit the pencil-shaped button.

In the Post Type field, choose the post type for which the fields will be updated. 

In the Post Status field, you need to select which status the updated posts will have.

The next is to set the Field Map block, where form fields should be assigned to the appropriate post fields names.

It’s obligatory to choose the “Post ID (will update the post)” option for the post_id field as it is responsible for a post update.

Then, click the “Update” button.

When you finish working with the form, press the “Publish/Update” button.

Navigate to the Single Page, place the JetForm block onto it, and select the newly created form in the Choose Form field. After you’ve done with form customizing, push the “Publish/Update” button.

To check if the form works correctly, open any post on the front end, change the preset date on the form fields, and hit the “Submit” button.

That’s all about the Insert/Update Post action, with the help of which you can submit new posts and update the created ones.

• Adding the “Send Email” Post Submit Action
• Editing the “Send Email” Post Submit Action Settings
• Setting Conditions
• Deleting and Turning Off
• Setting Verification

Adding the “Send Email” Post Submit Action

To set the “Send Email” Post Submit Action, open the JetForm settings tab, scroll down to the Post Submit Action section, and press the “+ New Action” button. 

Then, pick the “Send Email” option in the newly-appeared Add new action pop-up. 

NOTE

Press the “Documentation” link below the Send Email text to be redirected to the JetFormBuilder documentation base.

Once the “Send Email” Post Submit Action is picked, the Edit Send Email pop-up will appear.

Editing the “Send Email” Post Submit Action Settings

The Edit Send Email pop-up appears if you select the corresponding Post Submit Action while creating it or when you press the pencil-shaped “Edit Action” button on the “Send Email” Post Submit Action panel.

In this tutorial, we first created a new form and then added the “Send Email” Post Submit Action.

The Edit Send Email pop-up has the following settings:

• MAIL TO 一 a required field to select who will receive the message. It includes the following options:
  • Admin email 一 an option that, if selected, allows sending email to the admin email address configured in General Settings of your site;
  • Email from submitted form field 一 an option that, if selected, enables the FROM FIELD drop-down list 一 a menu that allows selecting a form’s field for taking the email from. 
  • Custom email 一 an option that, if selected, activates the EMAIL ADDRESS text field where the email address(es) can be entered to which the message will be sent.

• Use CC/BCC 一 a toggle that enables the CC ADDRESS FROM and BCC ADDRESS FROM drop-down lists, which allows sending the secondary and hidden recipients of the email, respectively. These drop-down lists have the “Admin email,” “Email from submitted form field,” and “Custom email” options that provide the same functionality as the corresponding MAIL TO list options.

• REPLY TO 一 a drop-down list that allows setting the email that you would like to use for receiving answers. These drop-down lists have the “Admin email,” “Email from submitted form field,” and “Custom email” options that provide the same functionality as the corresponding MAIL TO list options.
• SUBJECT 一 a text field that is intended to enter the subject of the letter that the user will receive. It can be simple text, and you also have the option to insert values from the fields of the submitted form. To do this, click the “wrench” icon and choose the desired macros.

• FROM NAME and FROM EMAIL ADDRESS 一 text fields for inserting the name that will appear as the email’s sender and the email address that will be added as the address of the letter sender, respectively. Both these fields allow text to be entered or data to be inserted from the form’s fields by pressing the “wrench” icon and picking the needed field from the enlisted ones.

• CONTENT TYPE 一 a drop-down list allowing choosing if the message will be Plain Text or an HTML code:
  • Plain Text 一 an option that specifies that the email content text will have no images and/or other multimedia;
  • HTML 一 an option that allows using rich text, images, and other multimedia elements in the email content. When this option is selected, the Disable Auto-Formatting toggle is activated, which disallows the default to separate the email content text into paragraphs and turn links into clickable hyperlinks;
• CONTENT 一 a textarea field intended for adding the body of the email. It allows adding texts, HTML code, or data from form fields. To add macros to insert the form field data, click the “wrench” icon to the right of the current option name.

• ATTACHMENT 一 a drop-down list for selecting the field from which the attachment will be taken.

NOTE

To attach a file to the email, create a Media Field in the JetFormBuilder form. Select this form field to get the attachment from. Besides, the attachment will only be added to the email if the “Insert Attachment” option was initially checked in the Media Field. Also, be aware that the files from the Repeater Field should not be attached in the Send Email action because this function isn’t intended for this field type.

Finally, to save the changes, press the “Update” button in the left bottom corner of the pop-up.

Setting Conditions

To set the conditions when the “Send Email” Post Submit Action should be performed, press the “criss crossed arrow” icon on the “Send Email” Post Submit Action panel. If no conditions are set, the action will be performed by default after submission.

For an in-depth understanding of how to set one or some conditions, customize their options, and meet requirements, read the Conditions overview.

Deleting and Turning Off

For temporary deactivation of this action, click the “Turn off/Turn on” button (the “closed eye” icon) on the “Send Email” Post Submit Action panel. To delete this action, press the “Delete Action” button (the “recycle bin” icon) on the “Send Email” Post Submit Action panel. 

Setting Verification

To allow user verification via email, press the “+ Verification” button on the “Send Email” Post Submit Action panel.

Then, the “Verification” Post Submit Action panel will be added above the “Send Email” Post Submit Action panel. Press the “Edit Action” button on the “Verification” Post Submit Action panel. The Setting Up Email Verification tutorial explains in detail how to customize the verification settings, define specific events, and send a confirmation email with a verification link.

In turn, the “Runs on verification” warning text and the “Run always” link will be added to the “Send Email” Post Submit Action panel. Press the “Run always” link to separate these actions. Then, the “DEFAULT. PROCESS X” text will be added under the “Send Email” text.

That’s all. Now you know more about the “Send Email” Post Submit Action settings of the JetFormBuilder WordPress plugin.

By default, all the Post-Submit Actions will be performed after the user clicks on the “Submit” button. However, you can set some conditions.

After clicking on the “Conditions” button, you can choose the form field and set the value to compare. The conditional block will take the value from the chosen field, compare it with the one you set according to the operator, and perform the Post-Submit Action only if the comparison was “true”.

Controls

• Safe deleting. This toggle is enabled by default. When it is on, it prevents you from deleting any of the conditional rules accidentally. After clicking on the “Delete” button, you will see a message that asks you to confirm deleting. If this toggle is turned off, the conditional rule will be deleted without any notifications;
• “Show/Hide” button. The button with a cross-shaped icon on it simply hides or unfolds the conditional rule tile. It doesn’t affect the settings in the tile;
• “Up/Down” buttons. These buttons are placed next to the “Show/Hide” button and have the up and down arrows on them. Clicking on those buttons moves the conditional rule tile upwards or downwards. It is used for navigation purposes only, these buttons don’t affect the work of the conditional block;
• “Clone” button. Creates a copy of the conditional rule tile;
• “Delete” button. Erases the conditional rule tile;
• To fulfill this condition, the result of the check must be FALSE. Normally, the condition works if the result of values comparison is “true”. By enabling this toggle you make it vice versa;

“Add New Condition” button. Click this button to add a new conditional rule to the Conditional Logic window list.

Settings

In this drop-down menu, you choose how the value from the form field and the one you will put to the Value to Compare field will be compared.

• Equal. The Post-Submit Action will be performed if the value in the chosen field will be equal to the one you place into the Value to Compare text area;
• Greater/Less than. The result will be considered “true” if the value in the chosen field will be greater/less than the one you type into the Value to Compare field;
• Between. This operator checks if the value in the form field falls into the range you set in the Value to Compare text area. The range is set from the smallest number to the biggest and must be separated by commas, like that – 1,8”. The first and last numbers count, so if the value in the form field will be equal to 1, 2, 3, 4, 5, 6, 7, or 8 – the result of the comparison will be “true”;
• In the list. A special operator for the Radio, Select, and Checkbox form fields. If the user chooses the option, the value of which is equal to the value you put to the Value to Compare field, the Post-Submit Action will be performed;

Contain text. This one works with the Text and Textarea form fields. You can insert any value to the Value to Compare field, be it text or numbers, and if the user types the same value into the chosen field – the result will be considered “true”.

Field

Here you can choose one of the fields that you’ve already added to the form. All of them, named by their labels, are listed in this menu. The conditional block will take a value from this field and compare it with the one you put to the Value to Compare field.

Value to Compare

This is a text area where you place the value that will be compared with the value from the chosen field. It can be both text, symbols, and numbers. Besides that, you can fill this field dynamically with the value from some posts or user’s meta fields. To do it, click on the button with a cylinder-shaped icon in the right upper corner of the field. You will be offered to choose the Source, specify where to take the data from (Get post ID from), and choose the meta field to take the information from (Post property).

When you are done setting a conditional rule, click the “Update” button at the bottom of the Conditional Logic window.

This overview is about the Post Submit Actions, its controls, and settings.

The Post Submit Actions tab is a vital feature of the form creation. One should adjust the post-submit actions in order to activate needed actions after the form submission. 

With this feature, various actions can be adjusted and combined. For instance, the form submission can be saved in the JetFormBuilder directory, or an automatic email can be sent to the admin/customer.

Post Submit Actions Tab

The Post Submit Actions tab can be found in the JetForm tab of the form settings.

It includes two buttons: a “New Action” that allows adding and adjusting the new post-submit action and a “Verification” to add a “Verification” action right away.

Also, if the PRO license of JetFormBuilder is not activated, the “All PRO Actions” link will be available.

New actions can be added by pressing the “New Action” button. All of them will be performed at the same time after the user submits the form. It is also true for the actions that have some conditional rules set. They will be performed after the form’s submission if the requirements are met.

Once the “New Action” button is clicked, the pop-up with presented actions appears.

• ConvertKit (available when the ConvertKit Action PRO addon is installed and activated);
• MailerLite Classic (available when the MailerLite Action PRO addon is installed and activated);
• MailerLite (available when the MailerLite Action PRO addon is installed and activated);
• Mailpoet (available when the MailPoet Action PRO addon is installed and activated);
• Moosend (available when the Moosend PRO addon is installed and activated);
• Send Email;
• MailChimp;
• Getresponse;
• Active Campaign;
• User Login (available when the User Login Action PRO addon is installed and activated);
• Verification;
• Reset Password (available when the User Login Action PRO addon is installed and activated);
• Register User;
• Update User;
• Update Options;
• Insert/Update Post;

• Call Hook;
• Call Webhook;
• Add to Cart & Redirect to Checkout (available when the WooCommerce Cart & Checkout Action PRO addon is installed and activated);
• Save Form Record;
• Generate PDF (available when the PDF Attachment Addon PRO addon is installed and activated);
• HubSpot (available when the HubSpot PRO addon is installed and activated);
• Apartment Booking (available when the JetBooking plugin is installed and activated);
• Update Booking (available when the JetBooking plugin is installed and activated);
• Redirect to Page.

If desired, the actions can be filtered by category. The filter is presented right in the pop-up.

For every type of action selected, there is a separate list of settings. When one of the options is clicked, the settings pop-up is opened.

Here, one can adjust the action and save it, return to the list of actions, or cancel the pop-up editing window.

When the action is added and one hovers over it, several buttons are displayed next to the action name.

The first is the “Edit” button that allows returning to the post-submit action editor pop-up.

When the second “Conditions” (with a crisscrossed arrows icon on it) button is clicked, one can set when the form will perform a selected action. If no conditions are set, the action will be automatically done right after the form submission. However, one can choose to do some additional actions if some requirements are met. For example, the confirmation email can be only sent in case the user ticks a special checkbox. 

The Conditions overview includes more details about the conditions customization.

The next button is “Turn off/Turn on.” It can turn off/on the action if needed. It doesn’t delete the action — just deactivates it till not activated with this button again.

The following button is “Delete Action.” It deletes the action correspondingly and can’t be undone.

Also, if several actions are added, their order can be changed by dragging the icon before the action name up or down.

This doesn’t affect the efficiency of the actions — it is useful only for navigation and organization purposes. 

That’s all about the Post Submit Actions feature directory available with the JetFormBuilder plugin for WordPress.