This page explains how to manage Actions that form part of a Rule configured in the Rule Manager.
Remember: Trust Payments will perform an Action when all criteria of a Condition have been met.
Required user roles
Admin, Developer
Conditions and Actions can only be managed by the users that created them.
How to access
Select your site from the “Sites” page and click the “Rule Manager” icon.
Then select the relevant Action type from the drop-down box and click “Go”.
View Actions
Actions created on your Portal user account can be managed by clicking the “Manage actions” tab above the table.
This tab will list any Actions configured by your Portal account (if you have no Actions configured, it will prompt you to create your first).
You can only view and manage Actions that you have created. Actions created by other Portal users are not displayed.
Viewing further details
Actions are listed in a table with icons to the left of each one. Clicking the icon will cause the Action to expand in order to display its properties. When finished, you can click the icon to collapse the Action, hiding the properties from view.
Clicking the icon in the header row expands all Actions at once. Subsequently clicking the icon in the header row will collapse all Actions at once, returning the table to its original state.
Modifying Actions
To modify the properties of an Action, click the Action name in the table. You will be presented with a page that allows you to modify the Action.
You can only modify Actions your Portal user account has created.
Deleting Actions
Using the checkboxes to the right of each Action, you can select Actions for deletion.
When you have selected the Actions you would like to delete, press the “Delete” button. You will be shown a confirmation prompt before deleting an Action(s). You can only delete Actions that are not part of an existing Rule.
"IN USE" Actions
Actions that are part of an existing Rule are highlighted with the words “IN USE” in the “Delete” column. In order to delete these Actions, you must first delete the Rules that are using the Actions in question.
When modifying an Action that is being used by an active Rule, a yellow warning is shown at the top of the page. This lists the number of Rules that will be affected by the changes made, and their associated Trust Payments sitereference(s).
Action types
URL notifications
URL notification Actions are requests sent from Trust Payments to a pre-defined URL.
These notifications contain information about requests processed on your Trust Payments account.
e.g. For successful transactions, send a URL notification that includes the delivery address to your server.
Payment pages customer email
This Action is used to send an email to the customer’s billing email address following a Payment Pages transaction, when the associated Condition(s) has been met.
e.g. For successful transactions, send an email confirmation to the customer's billing email address.
Payment pages merchant email
This Action is used to send an email to yourself and/or members of your organisation following a Payment Pages transaction, when the associated Condition(s) has been met.
e.g. For successful transactions over £600, send an email confirmation to orders@companyname.com.
Payment pages redirect
This Action is used to redirect the customer’s browser from the Payment Pages following a transaction, when the associated Condition(s) has been met. The customer’s browser bypasses Trust Payments’s default response page and is redirected to the URL specified in the Action.
e.g. For successful transactions, redirect the customer’s browser to your website.
Payment pages required fields
This Action is used to designate fields as required on the Payment Pages when the associated Condition(s) has been met.
e.g. For Mastercard transactions, you could specify the billing name as required.
Update response Action
This Action is used to automatically update the status of a request after it has been processed by the acquirer
