You can set a product to be automatically selected when a person answers a specific question on a form. This is by setting a 'Trigger' against a product. The person is unable to remove that product from being selected.
Process to enable a trigger
Once a product has been added to the form you can then click the Trigger link.
A popup is displayed that allows you to setup the conditions you want met. You can select the question you wish to check from the list provided in the 'if' field. The product trigger is based on the answer of the question selected in the 'is answered with' field. The product quantity is increased based on the value set in the 'then increase item quantity by' field.
In the example below, we want to set a trigger on the question field Grade. If a person selects the grade Under 20 we want the Senior membership product (amount) for that grade to be automatically selected.
Click Save Trigger. You will now view the trigger set, Click +New Trigger to continue to add triggers for the other products. From here you can remove/modify existing checks by selecting the trashcan or pencil icons next to your triggers. You can add more than one trigger to the same product
Using the above example, registrants who have selected the Grade of Under 20, Premier Mens, or Women's will be required to pay for a senior membership.
Value not specified
If you do not need a specific answer to a question to trigger the automated purchase, the 'is answered with' field should be left blank. The product will automatically be added if the question is answered.
For example, on a form there is a question 'Member ID number' that is a SingleLine Text.
The requirement is for the trigger to be invoked and a product added if a member ID number is entered into this field. When you click to set the trigger the 'is answered with' option is set to value.
This shows that if the question is answered add the product.
Adding an expiry date
Sometimes, you may want your automatic setups to only be active for a limited time. To do so, you can apply an expiration date to individual automations by checking the "Add Expiry Date" checkbox and setting the date you wish for the automation to end. These ensure anybody registering to your form after your specified date will no longer automatically have products added to their cart.
Pictured above, a $10 discount is automatically being allowed to anyone using the Promo code EarlyBird. The code is only valid for the first month of 2023.
Your expiry dates can be different for each trigger
For a full example of using product automation to apply discounts to your products, please refer to our Discounts article.