@Joshua_Kogan You could do this right now in two different ways using the Custom Wizard plugin.
Take payment externally
One method would be to send the user to a payment provider upon submission of one step of a custom wizard, ensure the payment is completed using a combination of permitted params and required data, then add the user to a group on a subsequent step (using the “Add to Group” action).
This is a full description of the payment piece of this approach. The add to group piece should be self explanatory:
Send user to payment provider setup
- Route To Action . There’s a new action type called “Route To” that allows you to send a user to a destination url upon submission of a step. For your wizards, the action should be added to whatever step precedes the user’s payment. Currently they’re added to the ‘payment’ step itself, but you can remove this step and add them to the preceding step if you like.The route to action currently has two settings:
-
url: This is the destination url. As with other wizard inputs, you can interpolate data using w{} for wizard fields and u{} for user fields.
-
code: A unique code to add as a parameter to the destination url. When this setting is filled the custom wizard will generate a unique random hex string that it:
- adds to the url as an addtional query param using the key you provide; and
- saves the code in the submission data using the key you provide
Associating a unique key with each request allows any callback for that request (i.e. when the user returns to the wizard) to be validated. In the chargify case, chargify will store any value you send in the parameter ‘reference’ (see further), which you can then add to the ‘return url’ what chargify redirects the user to after they’ve completed payment.
-
Permitted Params . This a new step setting that allows you to specify what query params are permitted for the step and the key they should be saved with in the submission data. You can use this to both save statistical or analytical data (such as where the user has entered the wizard from), and for callbacks. In the chargify case we passed the ‘reference’ code to chargify (and saved it in the submission data) when we redirected the user to chargify to complete payment. We would then add this code to the ‘return url’ as a return parameter which we then save to the submissions by adding whatever paramter we specify as holding the
customer_referencein the return paramters.Note that in chargify you’ll need to set the ‘return url’ to url of the step after the step you attached the ‘route to’ action to. This means that you’ll be adding thecustomer_referenceparam as a permitted paramter to that same step. -
Required Data . This is a new step setting that allows you to impose a data check before allowing a user to view the step. Currently you can require a piece of submission data to equal another piece of submission data.If the user tries to load the step and the required data check fails, they’ll see an error message. In the chargify case we’ll use this to require the code we created in the “Route To” action to equal the customer_reference returned by chargify.You can customise the error message show to users using the “Message show when data not present” field in the wizard admin. Additionally, there is a “Restart Wizard” link appended to the error message allowing the user to reset the wizard to step 1 and clear existing inputs.
Take payment internally
You can use ProCourse Memberships to take payment.
You can also use almost any payment provider if they have an API that supports OAuth2, or Basic authorization (Stripe uses Basic authorization for exmple), by setting up an API connection using the Custom Wizard’s “Send to API” action and associated API endpoint management system. How you set this up will depend on the provider. This approach is less stable; it’s a feature in beta, but it has significant potential.