There are two main items that need to be addressed when it comes to a member wanting to Upgrade or Downgrade their Subscription from one membership “level” (a.k.a “Product” in DAP) to another.

1) Modifying the actual recurring payments to reflect the new amount

2) Giving them appropriate access as per the upgrade (or downgrade)

So let’s see how both of these are accomplished.

1) Modifying Recurring Payments

You do need to take some manual action for this. The way to do it is….

• Ask your members to sign up for the new product/level/subscription separately, like it were a new sign up
• Cancel their old subscription manually. When using Paypal standard, this can be done by both you (as the admin) and the member themselves. But with all of the other payment solutions, you (the admin) will have to log in to the payment gateway (Authorize.net or Paypal Website Payments Pro) and manually delete the member’s old subscription). DAP will not automatically remove user’s old subscription profile in your payment gateway.

2) Giving your member access to new level

Set up automation rules using DAP’s Product Chaining feature, so that if they sign up for one Product (or “level”), they’re automatically removed from another Product (or level).

So if they are currently signed up to your “Gold Membership”, then when they sign up afresh for the “Platinum Membership”, then set up a Product Chaining rule that says, “If member signs up for Platinum Membership, then remove them from Gold Membership”. This is just to make sure that they don’t have access to two products (or “levels”) at the same time.

How It Works

Joe Member joins your site on 01/01/2011.

He stays a member for about 3 months. Let’s say it’s now mid March. He wants to take a couple of months break. So he goes on a 2 month break. Comes back end of May and wants to resume his membership.

DAP allows him to pick up right where he left off – which is continuing to receive content as of April (04/01/2011), even though today’s date is May 25th, 2011.

So while he took a break, other members who did not take a break in membership, continued to pay for those 2 months, and continued to receive content dripped through those months. So it is only fair that when he does come back end of May and resumes his subscription, he does not resume from June’s content, but from April’s content (when he last put his membership on “Pause”).

It’s ok if you’re not dripping content on a monthly-basis, but rather on a “day” basis. So to put it in terms of “days”, when Joe resumes his subscription, since he was already 90 days old in the system when he put his subscription “On Hold”, and comes back another 60 days later (roughly about 2 months), then DAP will start dripping Day #91 content onwards for him, and NOT Day #151 onwards (he didn’t pay for 2 months in between).

This is how DAP works right out of the box. Nothing special to configure. And DAP automatically takes care of pausing the dripping when he is not paying.

WARNING: Just remember that in order for you to put his actual payments on hold, you will need to have a payment gateway like Authorize.net or Paypal Website Payments Pro. Or you must be using a shopping cart like http://1SiteAutomation.com . Using something like Paypal Standard or ClickBank will not allow you to put the actual charging of his credit card on hold.

NOTE: If you actually did want him to start receiving current content even though he left for 2 months, then all you have to do is, once he comes back and starts paying again, just extend his access end date on his account (which will initially be showing 03/31/2011 – end of March, when he left) and modify it and make it 05/31/2011. So when his next payment comes in after he resumes, DAP will extend his access end date to 06/30/2011 – which means, he can now access all of the current content.

What Is “Login Xpress”?

“Login Xpress” is a DAP feature that enables your members to be logged right into your membership site immediately upon completion of their purchase.

This is roughly how it works:

• Visitor arrives at your web site
• On your sales page, they click on any “Buy” button to purchase a Product (or Membership Level)
• They’re taken to the checkout page (depending on Payment processor being used) and they enter their payment information and hit “Submit”
• When they hit “Submit” to complete their payment, their payment is processed right away, and the buyer is immediately transferred back to your web site, in real time, and automatically logged in to your membership site, and they are taken to the “Welcome” page or “Members” page (you may choose what this page is going to be at a per-Product level)

Payment Processors That Work With Login Xpress

DAP supports this feature with the following payment processors:

• Paypal Standard (DAP-generated buttons only – will not work with Paypal-hosted buy buttons that you generate from within your Paypal account)
• 1Shoppingcart / 1SiteAutomation.com
• Authorize.net

If you use any of the payment options above, then you can set up your sales funnel in such a way that buyers are logged in right away immediately after purchase.

Payment Processors That DO NOT Work With Login Xpress (Yet)

• Paypal Website Payments Pro
• ClickBank
• e-Junkie
• WorldPay

DAP integrates with the above processors via some kind of “back-end payment notification” – similar to Paypal’s “IPN” (Instant Payment Notification). Which means the notification between the payment processor and DAP on your site only happens on the “back-end”. Which is why DAP can only deliver the login details to the buyer via an email, and cannot log them in right away (like it can do with “Login Xpress”), because the buyer’s information is available to DAP only when the payment processor sends out the IPN notification behind-the-scenes, so to speak.

So if you’re using the above processors to accept online payments, then what you need to do, is to redirect your buyers to a static “Thank You” page that has a message similar to the one below…

“Thank you for your purchase. In a few minutes, please check your email address used during purchase for your log in details to log in to the members’ area and access the product you just purchased.”

And behind the scenes, DAP would’ve already received the payment notification from the payment processor, and it would’ve created an account for your buyer, given them access to the purchased product, and sent them the “Thank-you Email” for the product(s).

DAP integrates with 1SiteAutomation.com‘s (our private label of 1shoppingcart) Upsell Express.

So if you are using 1Shoppingcart or our private label 1SiteAutomation.com to accept payments, then you cannot use DAP’s own free Upsell-Tree plugin. You will have to sign-up for 1SiteAutomation.com’s Upsell Express add on, which has a monthly fee associated with it.

Don’t have a 1shoppingcart account yet, and thinking of signing up for one? You certainly don’t want to do that till you check out our “Get DAP For Free” offer.

DAP Supports Login Xpress with 1ShoppingCart (What is Login Xpress?)

The documentation below will show you how to setup 1ShoppingCart and DAP, so that your buyers can be automatically logged in to your “Member’s Area” upon completion of their purchase.

Note About Processing Recurring Orders via 1SC

If you only sell ONE-TIME products at this time, then the Login Xpress flow below is all you will need to setup as far DAP & 1SC integration is concerned.

If you are selling RECURRING products via 1SC , but DO NOT WANT your users to be automatically logged in to the “Members’ Area” right after their purchase, and you prefer sending them their membership login info (email & password) via email, then you DO NOT need to read this post any further – simply head over to this post: 1ShoppingCart Recurring Payment Processing via Email

But if you sell RECURRING products via 1SC and you DO WANT also want your users to be automatically logged in to the “Members’ Area” right after their purchase, then continue reading this post for Login Xpress setup. After setting up Login Xpress, you will also need to set up the email parsing of orders to allow DAP to process RECURRING payment notifications from 1SC as described here.

Login Xpress Setup

1) Set up your sales page as you would normally do when accepting payment through 1ShoppingCart. The only thing you need to make sure is to use the exact same “Product Name’ in your cart as well as within DAP.

So, if you set up a product called “My Membership Site” within DAP, then use the same name “My Membership Site” as your 1SC  product name.

2) Login to your 1ShoppingCart admin account

Go to Products > Manage Products. Edit Product you are setting up.

Go to the “Links” tab of that Product.

Set up the Thank You URL to point to a DAP script on your site, as shown below:

http://YourSite.com/dap/dap-1shopcart.php?cartId=SecretKey

Note: YourSite.com should be replaced by the name of your site

SecretKey should be set to the same value that you set in  DAP Dashboard > Setup > Config > Payment Processing > Secret Authorization Key used when interfacing with external systems.

The secret authorization key / secret key can be set to anything. They just have to match [in both locations - DAP and 1SC].
Say you set Secret Authorization Key to COOLBEANS. Just make sure SecretKey is also set to COOLBEANS.

For ex - http://YourSite.com/dap/dap-1shopcart.php?cartId=COOLBEANS

DAP Secret Key Setup

3) Now open a brand new browser session where you are not logged in as DAP admin.  Complete a test purchase using an user email that is not already in your DAP.  If the integration worked correctly, then a new user account will automatically get created in DAP, and the user will also be automatically logged in to DAP.  After auto-login, DAP will redirect the users to whatever you configured in DAP under :

DAP Dashboard > Setup > Config > Advanced > URL to which the user is redirected to upon login.

[1ShoppingCart Bonus: Click here to find out how you can get DAP for free ]

DAP does have a built-in shopping cart that allows you to sell both digital & physical products, that will let you replace your 1SiteAutomation.com (private label of 1shoppingcart)  account for the most part. And you can also do 1-click Upsells if you’re using Authorize.net or Paypal Payments Pro.

But DAP’s cart is primarily meant for digital products – like membership and subscription-based products, information products, digital downloads, etc.

It does not have “real-world” physical product features – like “size”, “color”, “quantity”, “sales tax”, “vat”, “volume discounts”, etc.

So, for physical products that require special “physical” features, you’re better off using 1SiteAutomation.com (private label of 1shoppingcart).

And for subscription-based membership and digital products and one-off digital products (products that you sell just once), the DAP cart will more than serve your purpose.

1ShoppingCart BONUS

Click here to find out how you can get DAP for free (for a limited time only).

IMPORTANT: If you downloaded any version of DAP any time after 3 PM PST on August 22, 2010, then you may ignore this post entirely, as this update is already included in your version. This is only for older versions of DAP that were downloaded prior to the above date.

What this is about

1ShoppingCart recently updated their recurring billing email notification format. So we have created a new template so that DAP can process the new format of emails from 1SC.

Who does this affect

Anyone using 1ShoppingCart (1SC), or any private labels of 1SC, including our own 1SiteAutomation.com and have setup a subscription-product through DAP. You could be using 1SC for selling a number of different products through different web sites. This is relevant to you only if you have DAP on your site and have integrated it with 1SC for certain recurring products.

What you need to do

1. Log in to the member’s area at http://DigitalAccessPass.com/dap/
2. Download the zip file update-1sc.zip from your member’s area.
   [NOTE: If you do not see the file in your member's area, it is possible that you no longer have access to DAP Support & Upgrades, in which case you will have to renew first. If you have already renewed, and still don't see the file, just open a ticket and we'll resolve it asap]
3. Unzip it to your desktop. You will see a file inside by name update-1sc.php
4. Upload this directly to the dap folder on your site, via FTP
5. Log in to DAP on your web site as DAP Admin
6. Run the script, by visiting the following link in your browser:
   http://YourSite.com/dap/update-1sc.php
   (Please change the text “yoursite.com” in the above link to your actual domain name)
7. Once you visit the above link in your browser, you will automatically be redirected to your DAP Admin Home Page on your web site.
8. Optional: Delete the file update-1sc.php from the dap folder on your web site.

That’s it!

If you have any general questions, feel free to post them in the comments below.

If you have any specific technical questions relating to your web site, please open a ticket at http://DigitalAccessPass.com/support/

[NOTE: If you are a "Membership Site In A Box" (MSIAB) license owner who is paying monthly for support, then please open a ticket with your Site URL, FTP & DAP Admin details, and we'll install this for you for free]

Direct Integration with Shopping Carts and Payment Processors

DAP directly integrates with the following Payment Processors without the need for any additional third-party shopping carts:

• Authorize.net
• 2Checkout.com
• ClickBank
• Digiresults
• Google Checkout
• e-Junkie (e-J does not allow recurring payments)
• JVZoo
• Paypal Standard
• Paypal Website Payments Pro
• Plimus
• WorldPay
• WSO Pro (Warrior Plus)

DAP also integrates with the following Shopping Carts

• 1SiteAutomation.com (a 1shoppingcart private label)
• Premium Web Cart
• InfusionSoft
• WP eStore

Indirect Integration through 3rd Party Shopping Carts

Since DAP integrates with Shopping carts like 1SiteAutomation.com (our white label of 1Shoppingcart), e-Junkie, Premium Web Cart and Infusionsoft, that means that it also integrates (albeit indirectly) with all of the Payment processors and gateways that these carts support. So, or example, since DAP works with 1SiteAutomation, it essentially integrates with all payment providers supported by 1SiteAutomation, like:

2CheckOut.com (direct integration too)
Authorize.net (direct integration too)
Bank of America
BluePay
Concord EFSNet
Cybercash
DPI Merchant Services
e-Commerce Exchange
Echo Inc.
ECX QuickCommerce 3.0
Epoch Systems
eProcessing Network
EPS SecureNet
EWAY (Australia)
FastTransact
Firepay
Google Checkout (direct integration too)
GoRealTime/EPP
GoRealTime
iBill
IntelliPay ExpertLink
IONGate (Costco)
iTransact RediCharge
LinkPoint Secure
MCPS WebLink
MerchantPartners
Moneris
NETbilling
Network Merchants
Paradata
PayCom Processing
Paymentech (direct integration via Authorize.net)
PayPal (direct integration too)
PayPal Payflow Pro (via e-Junkie)
PayReady
Planet Payment
PRIGate
PSiGate
RightConnect
RTWare WebLink
Shift4
SkipJack
StrataPay
Surepay
TrialPay (via e-Junkie)
TrustCommerce
USAEpay
uSight
VeriPayment
VeriSign PayFlow Pro
ViaKlix (Nova Systems)
WorldPay (direct integration too)
YourPay

For the full list and more details, click here

1-Click Upsells

If you use DAP as a shopping cart, then you can do 1-Click Upsells/Downsells like the pros, without the need for any external shopping cart or upsell service provider.

DAP directly allows you to do 1-Click Upsells using Authorize.net, Paypal Website Payments Pro and Paypal Standard. Upsell-Tree plugin for Authorize.net and Paypal Website Payments Pro is included for free along with your purchase of DAP. However, the Upsell-Tree plugin for Paypal Standard is sold separately.

Of course, if you need advanced shopping cart features – like ability to calculate shipping, tax, and coupons, then you’re better off using 1SiteAutomation.com.

1ShoppingCart & GoDaddy

If you want automated recurring order processing using 1ShoppingCart (1SC) or 1SiteAutomation.com, then DAP needs to be able to process the recurring email notifications sent by 1ShoppingCart, which it does on the back-end when the DAP Cron Job runs every 10 minutes.

However, if you’re using Godaddy as your web host, then because GoDaddy disables a mandatory PHP library (“imap”) on all their servers for some reason, DAP is unable to process the recurring order email notifications from 1ShoppingCart.

This is not an issue if you are using GoDaddy as just your domain name registrar, and using some other service like Dreamhost or Hostmonster as your web host.

But if you’re using 1SC & GoDaddy hosting, you will have to end up doing manual cancellations if any member cancels their subscription, or if their credit card fails and their recurring payments don’t get processed.

Please note that 1ShoppingCart order processing works great with all other (non-GoDaddy) hosts.

There are a few different reasons why this may not be working.

1. Check if Cron is running

The DAP email-processing cron that processes the 1SC emails may not be running. Check your webhost control panel -> Cron job settings. Make sure dap-emailorder.php is setup to run once every 10 minutes.

2. Incorrect Setup of Billing Email Id

The billing email id you have entered in DAP at Setup > Config > Payment Processing , should be entered into the “Order Notice Email – Primary Destination” field in your 1SiteAutomation/1Shoppingcart account, on the Setup > Orders > Notifications section. If by chance you enter it into the “Order Notice Email – Primary Destination” field, it WILL NOT WORK.

3. No Notification Emails from 1SC

The DAP cron is running but 1SC payment notification emails are not reaching your mail server. Check the email account where you expect to receive your 1SC payment notification emails and see if the order notification email from 1SC is in that mail box.

4. Incorrect Mail Server Settings

The cron is running and the 1SC order notification email is reaching your mail server – but you did not configure the mail server settings correctly in DAP Dashboard -> Setup -> Config -> Payment Processing.

Email Server Where Order Emails Come In
Email Server User Name
Email Server Password

5.”Read” Or Deleted Emails

DAP only processes order notification emails that are in the “Unread” status, to prevent previously processed emails and other non-DAP emails from being repeatedly processed.

Also, if you “pop” off the emails from that mail box (means, your email client like Outlook or Thunderbird or Gmail is “removing” your emails from the server when it retrieves them), it means that when DAP logs in to that billing email address, there are no emails there to be processed – the mailbox is empty, or the 1SC payment notification emails have somehow gotten deleted from that mailbox.

So it is possible that DAP is able to connect to your email server, but DAP is not finding any “unread” emails. Please login to your email server and mark all the payment emails that you want DAP to process… as “unread”. And also make sure that your email client does not remove the emails from that mail box.

6.Product Name Mismatch

There might be a “Product Name” mismatch. The product name has to be EXACTLY the same (including case, spaces, etc) in both DAP as well as in 1ShoppingCart. So if you have created a product by name “Widget A”, make sure your 1shoppingcart product also has the exact same name “Widget A”.

If everything is setup correctly, DAP cron will run every 10 minutes and try to process all 1SC emails.

The next time the DAP cron will run (every 10 minutes), it will pick up all the unread payment emails from 1SC.

7. Empty “Thankyou-Email Body/Subject”

Welcome email is not getting sent.

Select the product, and make sure there is some text in the “Thankyou-Email Subject” and “Thankyou-Email Body”. Whatever is in these fields is what gets sent immediately after someone purchases that product (or right after you give them access from the backend).

Now go to DAP Dashboard -> Users -> Add .

Select the product and manually add user. Now see if the thankyou email gets sent to that email id. If it got sent, then your product setup is correct.

Also check the DAP Dashboard -> Orders . Search for all orders, look up the order for the particular user in question by email.

Check the payment status and make sure there is no error there.

If you did all this and things are still not working, please do this:

1. Set DAP Dashboard > Setup Config -> Basic > Log Level = 5
2. Re-run the 1SC test purchase
3. Check the DAP Logs (DAP Dashboard > System > Logs) and send us the log text in there for troubleshooting by pasting it into a new support ticket.

8. Sending Email & Password To Buyer

Make sure you have set the thank-you message with the right merge tags for Email and Password.

9. Manually Running Cron

First set DAP Dashboard > Settings > Config > Log Level = 5

If you feel that the orders were not processed in dap, then just login to the 1SC email account where the sales/payment notification emails are sitting, and mark those orders/emails as UNREAD that you want dap to process.

Then manually run the cron script dap-emailorder.php cron by visiting the following link in the browser.

http://www.yoursite.com/dap/dap-emailorder.php

Replace yoursite.com with the name of your site.

It will just display an empty screen when complete.

Then check “Users > Manage” to see if user has been created.

- Veena Prashanth

(OR) How do members get access to the content

(OR) How does someone become a member?

With DAP, you can add users to your membership site in 3 different ways.

1.  PURCHASE: Someone buys your product or subscribes (“Paid” member with access to both free and paid content)

2.  FORM SIGNUP: Someone signs up through a signup form (“Free” members with access to only free content)

3. ADMIN ADDED: You add them as a member directly through the DAP Admin Control Panel (you can mark them as either “free” or “paid”)

All three are explained in detail below.

1. PURCHASE

*You first create a “Sales Page”.

On your sales page, depending on which payment processor you use, you go to Paypal/1ShoppingCart/ClickBank and create a new product with the EXACT same name as the product you created within DAP, and get the ‘Buy Button’ link from your Payment Processor. Publish this “Buy Button” on your sales page.

* Your visitor goes to your sales page

* They purchase your product

* Your payment process (Paypal/1ShoppingCart/ClickBank) notifies DAP that you have a new purchase.

* If the product names match, DAP automatically creates an account for them, generates a random password, and sends them an email with their email/password. You can customize the contents of this email on the “Templates” screen in your DAP Admin Control Panel. Integration with your shopping cart explained elsewhere (see documentation for setup).

That’s it!

That’s how “buyers” get added to your membership site and get access to the product they just purchased.

2.  FORM SIGNUP:

You wish to give someone a “Free” membership.

NOTE: “Free” members who do not have a payment associated in DAP (which means they have not purchased anything) will have access only to content that you have marked as “Free”.

Once you have created a Product in DAP, and have added content (blog post/page links, links to files, etc), and have saved it, on the Product page, below the Product name list, you will see a link called “Direct Signup HTML”. (See image below). You must first select a Product before you can copy the correct form HTML.

Fig 1. Direct Signup Link on Products page

Fig 2. Form HTML that you get on clicking the Direct Signup Link

This HTML gives you the full HTML form code that you can publish on any page of your web site. This form only collects an email address and a first name.

Take this HTML code and publish it on page of your web site where you want sign up users. This could be a WP page or post too.

Note: When you see the above HTML code, there’s a field in there that looks like this:

<input type=”hidden” name=”redirect” value=”http://YourSite/Your-login-page-link/?msg=Success!%20Your%20membership account%20has%20been%20created.%20%20Check%20your%20email%20address%20in%20a%20few%20minutes%20for%20your%20password“>

Don’t forget to change the text above, where it says “http://YourSite/Your-login-page-link/?…” to point to your actual domain name and to your actual login page (if you have customized it).

Then, when someone enters their email address and first name and signs up through the signup form, DAP creates an account for them using that email address, creates a random password, and sends them an email with their email/password.

After that, you can drip any content or emails on them that are marked as “Free” (when adding content or emails).

At some later point, if they purchase any of your “Paid” products (see the “1. Purchase” section above), then as long as they use the same email id during purchase, DAP will automatically give them access to all of the “Paid” content in the Product that they just purchased.

3. ADMIN ADDED:

If you wish to directly give someone access to a Product and all its content and emails, you can add them directly from the DAP Admin screen (Users > Add/Edit).

You just need their email id and their first name (both of which they can change subsequently) to add them to a Product.

While adding them, you have the option of marking them as a “Paid” user by checking the “Mark as Paid” checkbox.

If you don’t check this check box, then they will be added as a “Free” user and get access only to “Free” resources (content/emails).

But if you check the “Mark as Paid” checkbox, then they will get access to all “Paid” content and emails, just like someone who is actually a “Paid” member.