Plugin’s top toolbar → Global settings (gear icon)
Before you start
These options can affect several forms. Back up stored data before changing database-related settings and choose a retention policy that matches your actual needs.
Open full-size screenshotStep-by-step instructions
Review Customer account management and its account page, then the associated account texts and appearance options.
Review Encrypt data in the database and keep backups and site secrets protected. Do not confuse this option with the separate server-draft mechanism.
Set Automatically delete stored orders only if you intend to remove older records. Disabled keeps all orders; selecting an age threshold enables automatic deletion. Export needed history first.
Configure SMTP if needed and run Test SMTP. Save changes, then test a complete submission from a form using these shared settings.
Check the result
Mail works, account links open the selected page, and the retention policy is deliberate. Currency, form text, Google Maps and payment configuration belong to the relevant form’s settings.
If it does not work
If one form is wrong while others work, inspect that form’s settings before changing shared ones. Scheduled cleanup depends on WordPress task execution; check it when retention does not run.