Guest Author:
 | Christian Wiles Keap Certified Consultant and Developer Automate Today, LLC |
There are a lot of automation options when working with the E-Commerce portion of Max Classic. Sometimes it is tough to find out when certain actions will actually run. This guide, prepared by Keap Partner, Christian Wiles, shows us the criteria necessary for an action to run.
Pro Tip! The following results require the Run Purchase Actions on All Orders option to be set to Yes. You can find this setting by going to E-commerce > Settings > Order.
| Transaction > Payment Process Type | Max Classic Automation Trigger | ||||
|---|---|---|---|---|---|
| Product/Sub | Credit Card Autocharge Attempt (Billing automation) | Product Specific Purchase Action | Global Purchase Actions | Purchase Online Campaign Goal | |
Product From Order Form/Shopping Cart | Prod | Y | Y | Y | Y |
Initial Subscription From Order Form/Shopping Cart | Sub | Y | Y | Y | Y |
Manual - Add Order - Add Payment - Charge Credit - Card Now | Prod | Y | Y | N | Y |
Manual - Add Subscription - Autocharge Credit Card - Invoice Button | Sub | Y | Y | N | Y |
Manual - Add Subscription - Allow Cron to Charge Card | Sub | Y | Y | N | Y |
Legacy Action - Add Order - Product | Prod | Y | Y | N | Y |
Legacy Action - Add Order - Subscription - 1st Iteration | Sub | Y | Y | N | Y |
Recurring Order Credit Card Payment AFTER Initial Order | Sub | Y | N | N | N |
Product w/ Pay Plan from Cart w/ Balance Due - Initial | Prod | Y | Y | Y | Y |
Manual Order with Pay Plan and Remaining Balance | Prod | Y | Y | N | N |
Any Order with Pay Plan and Payoff Balance | Prod | Y | Y | N | N |
Manual Process of Recurring Order Payment AFTER Initial Order - Add Payment - Credit Card Now | Sub | Y | N | N | N |
Manual Process of Recurring Order Payment AFTER Initial Order - Add Payment - Manual | Sub | N | N | N | N |
Manual Order - Add Order - Add Payment - No Card Processed (CC Manual, Cash, Check, etc) | Prod | N | Y | N | N |
Manual Order - Add Subscription - Add Payment - No Card Processed (CC Manual, Cash, Check, etc) | Sub | N | Y | N | N |
Invoices charged by API service Invoice.chargeInvoice | Prod | Y | Y | N | Y |
Invoices charged by API service Invoice.chargeInvoice - Initial invoice as recurring | Sub | Y | Y | N | Y |
Orders created and charged through API service OrderService.placeOrder | Prod | Y | Y | Y | Y |
Subscription Orders created and charged through API service OrderService.placeOrder | Sub | Y | Y | Y | Y |
Add a manual Payment using the API service InvoiceService.addManualPayment | Prod | N | Y | N | N |