With Payment Method Actions, you can automate changes to your registration page based on how someone chooses to pay. Whether you're hiding certain fields for pre-registrants or offering exclusive add-ons for credit card payments, these actions give you flexibility to customize the experience based on the payment method.

For example, you can automatically require an additional checkbox to be selected when someone pays by offline payments, or hide donation fields when a registrant pre-registers for your event. These actions help streamline your process, provide clarity to registrants, and keep your page tailored and accurate.

Example Use Cases

Hide your Sessions field for registrants who pre-register
Apply a 10% discount to registrants who pay via offline payments

Getting Started

From the Pages screen, click the pencil icon under the page you want to edit
Go to the Actions tab
Click Create Your First Action, or click the + icon on your action if you already have actions on your page

Add Your Payment Method Trigger

On the left-hand side, select the payment method you want to target
Select your desired option
- The Is Selected option will trigger your action when a specific payment method is selected
- The Is Not Selected option will trigger your action when a specific payment method is not selected
Click the + button if you would like to add multiple triggers
- If you click this button, click the All of these must be true checkbox if you would like all of the conditions to be met to trigger your action
- If this checkbox is not selected, the action will occur if any one of the conditions is met

Add Your Action

You can create up a variety of actions in RegFox that trigger based on the payment method a registrant selects. Below are some of the action types you can set up to customize the registration experience.

Pro Tip: It is important to know that actions run from top to bottom. So if you have multiple actions in your RegFox page, actions towards the bottom can override actions above them. You have full control over the order of your actions and can reorder as needed. Because the order of actions can impact how your page behaves, we highly recommend previewing and testing your page before publishing it live. This helps ensure that all your actions work together the way you intend.

Show-Hide Actions

In RegFox, you can dynamically show or hide fields based on the payment method a registrant selects. For example, you can automatically hide a text field when someone pre-registers for your event.

Pro Tip: Our actions automatically assume the opposite is true. For example, if a field is set to only show based on a certain condition, it will be hidden by default until that condition is met. Once the condition is met, the field will show.

Likewise, if a field is set to hide until a condition is met, it will by default show. For example, if a specific session option is set to show when a registrant pays via credit card, the session option will by default be hidden until someone selects to pay by credit card.

By default, RegFox fields show all of the time, so if you would like to show your field at all times, no action is needed.

On the right-hand side, find and select Show or Hide
Choose the Field(s) or Function(s) that you would like to show or hide when the condition is met
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Require/Don't Require Field Actions

In RegFox, you can dynamically require or not require fields based on the payment method a registrant selects. For example, you can automatically require a file upload when someone pre-registers for your event.

Pro Tip: Actions will override the default requirement settings you set on the page builder. Actions also automatically assume the inverse is true. For example, if you create an action to require a field based on a certain condition, this field will not be required by default, even if it is marked as required in the Page Builder settings. This field will only become required once the condition is met.

For example, if your t-shirt size selection is required in the page builder, but you create an action to require this field when your registrants pay by offline payment, our system will automatically make the t-shirt selection field not required until someone selects that payment method. Even though the Page Builder has marked this field as required, the action takes precedence. When the offline payment method is selected, the field will then become required.

If you want a field to always be required (or not required), no action is necessary. In this case, we recommend adjusting the Required setting within the Page Builder itself.

On the right-hand side, find and select Require or Not Require
Choose the Field(s) or Function(s) that you would like to require/not require when the condition is met
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Select an Option Actions

In RegFox, you can dynamically select an option based on the payment method a registrant selects. For example, you can automatically select a VIP registration option when someone pre-registers for your event.

Pro Tip: Select an Option actions will only take place when the condition event is met. If the condition event is not met, the Select an Option action will not take place. For example, if you create an action to pre-select the Senior Admission registration option when a registrant pays by credit card, the field will remain unselected by default until the registrant selects the credit card payment method. Once this payment method is selected, the Senior Admission option will be automatically selected.

On the right-hand side, find and select Select Option
Choose the Field(s) that you would like to target when the condition is met
Click Lock Selection if you would like to prevent registrants from changing their option
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Note: Select an Option actions works with Registration Options, Sessions, and Multiple Choice actions. This action does not work with checkboxes and merchandise fields. If you do not have a Registration Option, Sessions, or Multiple Choice field on your RegFox page, the Select an Option action will not appear in your list of events.

Set Value Actions

In RegFox, you can dynamically set a value in a text field based on the payment method a registrant selects. For example, you can automatically set the value of a text field to “N/A” when someone pre-registers for your event.

Pro Tip: Set a Value actions will only take place when the condition event is met. If the condition event is not met, the Set a Value action will not take place. For example, if you create an action to set a text field to "N/A" for registrants who pay by offline payments, the text field will remain blank by default until until the registrant selects that payment method. Once the registrant chooses to pay by offline payments, the text field will automatically be set to "N/A."

On the right-hand side, find and select Set Value
Enter the value you would like to enter in the text field
Choose the Field(s) that you would like to target when the condition is met
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Note: Set a Value actions are designed to insert text into text-based fields and are not intended for adding financial amounts to pricing fields. If your page doesn’t include any text-entry fields, the Set Value action won’t show up in your list of available events.

Price Change Actions

In RegFox, you can dynamically update the price based on the payment method a registrant selects. For example, you can automatically apply a 10% discount when someone pre-registers for your event.

Pro Tip: Price change actions will change the price only when the condition event is met. If the condition (aka trigger) is not met, the price change actions will not take place. For example, if you create an action to reduce the price of your merchandise from $10 to $5 for registrants who pay by credit card, the price of the t-shirt will remain $10 until the registrant selects the credit card payment method. Once the registrant opts to pay by credit card, the price will then automatically change to $5.

Note: Price change actions affect each individual registration, not the total order amount. Because of this, if you're using our Group Registration feature, it's important to set up your price change action with the understanding that the discount or increase will apply to every registrant on the order.

For example, if you set a $30 discount on your VIP Registration Option for registrants who pay by offline payments, and someone registers two people in the same order with that payment method, the total discount on the order will be $60. The $30 discount will be applied to each registrant.

On the right-hand side, select your price change action
- Set Price will set the price of the field(s) to a new value that you set. If this option is selected, set the price in the text field
- Increase Price will increase the price of the field(s) by a $ or % amount that you set. If this option is selected, choose whether you would like to adjust the price by $ or %, and enter the value increase in the text field
- Decrease Price will decrease the price of the field(s) by a $ or % amount that you set. If this option is selected, choose whether you would like to adjust the price by $ or %, and enter the value decrease in the text field
- Apply Discount will apply a discount on the field(s) by a $ or % amount that you set. If this option is selected, choose whether you would like to adjust the price by $ or %, and enter the discount in the text field
- Limit Discount will limit the discount on a field(s) to a certain number on merchandise and quantity box fields. If this option is selected, choose the limit of the discount in the text box that appears
- Multiply Coupon increases the value of a coupon by the multiplier you set. This action multiplies the coupon's value when someone enters a valid coupon and meets the trigger condition. If this option is selected, set the multiplier in the text field that appears
Choose the Field(s) on which you would like to adjust the price when the condition is met
Click the + button if you would like to add another action that occurs when the condition is met
Click Save Action
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page

Note: This Limit Discount applies to merchandise fields and quantity boxes, not multiple choice fields, registration options fields, and donation fields.

Users must use the Apply Discount action for the Limit Discount action to work. If users do not use the Apply Discount action, the Limit Discount action will not apply.

Users must add the Apply Discount event and the Limit Discount event within the same action by clicking the + button on the right-hand side of the action. If users create two separate actions (even if they use the same trigger), the Limit Discount field will not apply.

Manage Your Actions

Find the Action you would like to manage, and click any of the following icons:

The pencil icon allows you to edit the action
The pages icon allows you to copy the action
The + icon allows you to create a new action
The trash can icon allows you to delete the action

FAQs

What's the best way to test my actions?

We recommend using Preview mode to test your actions. Preview Mode allows you to review the visual and communication experience of your registration page without processing real payments or saving data. Since Preview Mode respects actions and date-based conditions, you can test your page in real time to ensure everything functions as expected.

To use Preview mode, go to your RegFox edit page
Save any changes on your page by clicking Save in the top-right corner
Select the Preview button in the top right corner

Warning: Because the Preview mode is only used for testing, do not share this URL with registrants. This link will not accept real registrations or payments.

Why is my live page still showing pre-registration, offline payments, or credit card payment options when I've disabled these payment methods on my RegFox page?

A common reason a disabled payment method still appears on the live page is that there is an action on the page that references that payment method. Actions override the payment settings in the page builder. So, if an actions includes a reference to a payment method, it will appear on the live page — even if that method is turned off in your settings.

To fix this, review your actions and remove any references to the payment method you no longer want to offer.

Create Actions That Trigger Based on the Payment Method a Registrant Selects