Caldera Forms EDD Pro – Getting Started

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The Caldera Forms add-on for Easy Digital Downloads (EDD) adds three processors for selling EDD products:

  • Bundle Builder
  • Dynamic Pricing
  • Payment

The dynamic pricing and bundle builder processors are designed to work together. The payment processor can be used independently or with the other two. You should use the payment processor only if you are selling one download product, beacuse you want to simplify checkout for a single product, or you are “selling” a free download to capture information about leads. You should use the Bundle Builder, possibly with the Dynamic Pricing processor if you want to sell multiple products and offer variable pricing. You can also sell a fixed price bundle.

This document will walk through each type of setup individually. Before beginning, make sure you have this add-on and Caldera Forms 1.4.6 or later, Easy Digital Download 2.5 or later installed and activated.

Important: These processors create Easy Digital Downloads payments, and you can set the price to be recorded for the payment. But they do not actually collect any money from the customer. They are designed to be combined with a Caldera Forms payment processor. The payment processor collects the money and then these processors record the payment in Easy Digital Downloads.

This add-on also includes all features of the free version. Those features are documented here and include the Easy Digital Download auto-population option for select fields. That feature is very useful for these processors.

Selling Single Products

Easy Digital Downloads Payment Processor Form Caldera Forms SetupIf you want to sell a single download with this add-on, you first need to choose a method for telling Caldera Forms which download to sell. You can do this in one of three ways:

  • In the processor settings map a select field to the Download ID setting in the processor settings.
    • This field should have the ID, not name of the download as its value. It is recommended that you use the “Easy Digital Downloads” auto-populate option.
  • Hardcode an ID.
    • If you’re just selling one download product, just type its ID in the Download ID setting.
  • Use the {embed_post:ID} magic tag for the Download ID setting.
    • Use this setting if you are placing the form in a download product page.

Once you have set what download to set, you must configure the Total Price setting. This will be the total charge for the purchase. You should map a hidden field or a calculation field. This should probably be the same field you use in the setup for your payment processor to set its price.

The other fields in this processor are optional.

  • Payment Status This setting, if left empty the payment will be marked as a complete payment. You may also wish to enter “pending” to create a payment that you will complete later.
  • Redirect To Payment Details If checked the form will redirect to the payment details page. If not, Caldera Forms’ default behavior for redirect or not will be used.
  • Email This setting provides the email address to use for the payment. It is ignored if the current user is logged in. It is recommended that you use the users add-on as part of your form and run that processor first to login or register the user.
  • Sell Created Bundle If checked, the bundle created with the Bundle Builder processor will be sold instead of the product set in the Download ID setting.

Important Notes

  • This processor does not make an actual charge, combine it with a Caldera Forms payment processor if you want to make a charge.
  • It is strongly recommended that you only use this with logged in users or run the Caldera Forms user add-on first to log in or register customers.
  • Caldera Forms processors run in the vertical order they are added.
    • If you require a payment, login, or mailing list sign up, run that processor first.
    • The order of processors can be changed by drag and drop re-ordering them.
  • This processor does not integrate with Easy Digital Downloads payment processors.

Selling Fixed Priced Custom Bundles

Caldera Forms Easy Digital Downloads Bundle Builder SettingsThe Bundle Builder processor can create custom bundles with any number of downloads. Custom bundle

Very Important This processor only creates pending payments. Combine it with the Payment Processor if you want payments to change to “complete” status.

This processor has the following settings:

  • Price For Bundle This will be the total charge for the purchase. You should map a hidden field or a calculation field. This should probably be the same field you use in the setup for your payment processor to set its price.
  • Bundle To Customize Set the ID of an existing Easy Digital Downloads bundle.
    • This bundle doesn’t have to have bundle products in it, it just needs to be a bundle.
    • Any bundled products that bundle has will also be added to the purchase.
  • Minimum Size This is the minimum number of downloads that must be added for the purchase to work. Set this to 0 to have no minimum.
  • Maximum Size This is the maximum number of downloads that can be added for the purchase to work. Set this to more than the number of download fields you allow to have no maximum.
  • Email This setting provides the email address to use for the payment. It is ignored if the current user is logged in. It is recommended that you use the users add-on as part of your form and run that processor first to login or register the user.
  • Downloads In this field you select which fields your customer will use to select their download products to add to the bundle.
    • This is a group field, you can use the “+” button to add more fields.
    • Fields that you map must have the ID, not name of the download as their value. It is recommended that you use the “Easy Digital Downloads” auto-populate option for these fields.

Important Notes

  • Unless you have a really good reason not to, you should add the EDD Payment Processor after this or your payments will not be completed, only pending payments will be completed.
  • It is strongly recommended that you only use this with logged in users or run the Caldera Forms user add-on first to log in or register customers.

Selling Dynamically Priced Custom Bundles

Caldera Forms Easy Digital Downloads Bundle Pricing Processor SettingsIn the previous section the bundle being sold would either use a fixed price, or would use a calculation field for the price. But, if you wanted to price based on number of downloads in the bundle, you should use the Bundle Pricing processor. This processor should run before the bundle builder processor.

Settings

 

  • Price Field This is the field that will show and record the price. It will be dynamically set based on the number of downloads in the bundle builder.
  • Prices This field is used to set your “price rules.” You can add as many price rules as you want. For each one you set a number of downloads and the price.

Important Notes

  • If you use this processor the price it sets will override the price set by the other processors.
  • This processor is only designed to be used with the bundle builder processor.
  • This processor without the other processors doesn’t do anything.
  • Since this processor will override the value of the price field it is mapped to, it is not recommend you use thsi with a calcualtion field. Instead use a hidden field, and if needed, make that hidden field part of a calculation field.