Entries Tagged 'Admin' ↓

In DAP, you can not only send automated pre-scheduled emails to your members (Autoresponders), but you can also set up similar pre-scheduled “Reminder” emails to be sent to you (the admin) every time a member reaches a day milestone.

Eg: Let’s say you (the admin) want DAP to send you or someone on your team a reminder email to follow up with each member by email once they reach day #7 – meaning, it’s been 7 days since they signed up for a specific product.

This is how you do it in DAP:

1. Go to DAP Admin > Emails > Autoresponders
2. Click on “Compose New Email“
3. For subject, enter (say) “Follow Up with %%FIRST_NAME%%”
4. In the body of that email, you may use merge-tags for the member – like “Be sure to email %%FIRST_NAME %%LAST_NAME%% , ask them about their progress, see how they’re doing and upsell Platinum Coaching program. Their email id is: %%EMAIL_ID%%”
5. Further below on that page, in the “Send to 3rd Party (instead of member)” field, select “Yes (like admin or staff)” and you will see an additional text box show up below, where you can enter your (or your staff’s) email id where you want the reminder to be sent.
6. Save the email.
7. Go to the DAP Product where you want this email to be added to the sequence.
8. Go to “ContentResponder” tab.
9. Add this new email to the product, click on the “Edit” icon, and set it to be dripped on Day #7.

That’s it!

Now for each member that signs up for that product, regardless of when they join, every time they reach day #7, the reminder email will be sent to the 3rd party email id specified for that message (instead of being sent to member).

Reverse Dripping

If you want to be sent this same email say 3 days before member’s access expires to that Product, then set the email to be dripped on day “-3″. (See Expiration Notifications / Renewal Reminders)

You can send an email broadcast to expired users of a product/level, on the DAP Admin > Email > Broadcasts page, by selecting Group #4.

The same feature works for sending emails to those who have “Cancelled” their subscription or trial.

Go to DAP Admin > Email > Broadcasts
Select Group #4.
1st drop-down: Select Product Name
2nd drop-down: Select “Have Already Expired”
3rd text field: Enter within how many days the users should’ve expired – as in, expired in the “Last X Days”

Once you’ve scheduled the broadcast, the emails will be sent out at the top of the hour when the DAP hourly cron runs.

If you’re using OptimizePress as your theme, make sure you’re only using membership templates that have the word “DAP..” in them.

DO NOT USE any template that has the words “WP” or “WP Secured“. That will cause members logging in via DAP, to not be able to access those pages.

Those templates are meant for OP’s own internal membership functionality, or built for other membership plugins. Those will not work with DAP.

Templates that are OK to use with DAP

• Members 1 Content (Free/DAP/WL)
• Members 1 DAP Login Page
• Members 1 DAP/Wishlist Error
• Members 1 General Page (Free/DAP/WL)
• Etc.. anything with the word “DAP” in it.

For the other squeeze page/sales page templates, it doesn’t matter which ones you pick.

This restriction applies only to the “Members…” templates.

Starting DAP v4.4, all passwords are encrypted. Previously, one of the main reasons that we had made it open, was because of many DAP admins asking for it to be that way so that they could log in “as” one fo their members to see what they’re seeing, for troubleshooting, etc.

But since the passwords are now encrypted, we have provided an alternate way for DAP admin to log in as a regular user/member.

Log In As Member (LIAM)

• If your primary browser is say Firefox where you’re normally logged in as WP admin and DAP admin, then open a separate browser window (like in Chrome or Safari)
• Go to http://YourSite.com/dap/loginAs.php

On that page, you will see 3 form fields as shown in the image below:

1) Email address of user/member that you wish to log in as
2) DAP Admin Email
3) DAP Admin Password

So once DAP verifies that it is indeed the DAP Admin trying to log in as someone else, DAP will log you into the site as that member whose email id you entered in (1) above.

NOTE: The Log In As Member (LIAM) feature does NOT mean that you can use just one browser to log in as both DAP Admin and regular member. You still need to use two separate browsers – one for DAP admin (like Chrome) another for regular member (Firefox). All LIAM does is to give you a workaround for logging in as someone else, because starting 4.4, the DAP Admin can no longer see what the member’s password is in order to log in as them.

Problem

“Will DAP allow me to manually approve members before their new accounts are activated? The process should be…
a) new user signs up, DAP prompts that the account is pending approval
b) Admin approves the account manually and email is sent to new member with their password and login details”

Solution

Yes, this can be achieved by enabling the “Double Optin” for a product.

So, normally, when a DAP Product is made “Double Optin” by entering the double-optin subject and email text on the “Email Notifications” tab of the product, and a user signs up for this product (whether as a free sign up or as a paid purchase or Admin-add), DAP will send them the content of this double-optin email first.

And usually, the body of this email would contain the %%ACTIVATION_LINK%% merge tag, which would become the confirmation link that the user has to click on first, before their product access status becomes “Active” (from “Inactive”). And as soon as the user clicks on the confirmation link, their product status becomes active, and then the “Welcome Email” is sent out right away, and now the user can log in and start accessing the content that is protected as part of that product.

Using Double-Optin To Force Approval

If you make the DAP product as double-optin, and remove the merge-tag %%ACTIVATION_LINK%% from the email body, what happens is that the user/member will get the email, but there’s really no activation link (confirmation link) in the email for them to self-activate their account. So the email would just say something like…

“Thank you for your purchase/signup. Your account needs to be activated by us. So appreciate your patience while we do so”.

Now, their account remains at “Inactive” status. And only you, the DAP Admin, can activate it.

By now, you would’ve gotten the admin notification email for this person’s signup. So you know their email id. If not, you can just go to DAP > Users > Manage and you’ll see all inactive users.

You would then click on “Modify” to activate product access. And if the user status is also “Inactive”, then you would edit the user info, and change their status to “Active” (from “Unconfirmed”).

And then make sure you’ve added an autoresponder email (that contains the user’s email and password – insert mergecodes %%EMAIL_ID%% and %%PASSWORD%% into the email) to go out on Day #2 for that product.

And assuming you will be approving this new user at some point within the first 2 days, the autoresponder email for day #2 will get triggered within the hour as soon as you activate their account, and the user will get their welcome email.

Or you can send them the password in the double-optin email itself, but tell them that they won’t be able to log in just yet until their account is activated. It’s all up to you – DAP is as flexible as you need it to be.

So that’s how you would use the Double-Optin feature to indirectly force an “Approval” process.

We do NOT recommend testing what your regular member’s user-experience, while you are logged in as DAP/WP Admin.

Being logged in as DAP Admin and WP admin gives you certain privileges that your regular user/member won’t have. So you may see things that your members won’t be seeing. Or you may not see things that a regular user would normally see.

Either way, you may not be seeing what you’re supposed to see when you mix user testing with admin privileges.

So we recommend that you use two completely different browsers for testing: say, Chrome (or your primary browser) for WP & DAP Admin, and Firefox (or other) for logging in as regular user.

That way, you won’t have to keep logging in and out of DAP and or WP to test as both admin and user.

Keep them both separate.

Once you have protected content by adding it from left-to-right on the “ContentResponder” tab of the Products > Manage page, you can set the dripping day/date and link display text and other drip options, by launching the “Drip Settings” popup (see “1″ below) by clicking on the “Edit” icon next to the content you wish to drip.

By default, when you add any content (WP page/post or file), it is set to drip on day #1 by default. Which effectively means “no dripping” – and that the content is available to the member from day 1 of their purchase/signup.

1. Shows the “Edit” icon on the “ContentResponder” tab, and clicking it will bring up the “Drip Settings” popup (that shows 2, 3 & 4).

2. On the drip settings popup, the “Link Text” refers to the display text of the link that will be shown to the member on the “My Content” page.

3. If you wish to protect a link, but just NOT show it in the list of links on the “My Content” page, then set this to “No”.

4. Drip Settings: In DAP, you can drip content by Day, Date or restrict access by # of Clicks. You can only choose one method (eg., you cannot drip by day and date at the same time).

DAP supports offline payments.

Your buyer does not have to necessarily pay using one of our supported payment processors. You can also use un-supported processors, like say a physical Check/Cheque, Western Union, Wire Transfer, Bank Deposit, etc.

So when someone pays you offline, if you just want to give them access to a product or membership level, then see:

Creating New Users Manually

If you also want to record (or book) the payment in DAP, so that DAP can include the payment in the Admin reports, then keep reading.

Adding A Manual Transaction

And normally, when the user logs in after they’ve received the login information from DAP, when they log in, if they had an affiliate cookie on their system, the affiliate will get credit for their purchase, and will get credited the commission within an hour of their logging in (when the hourly DAP cron runs).

But if you want to override this and manually give some other affiliate credit for the purchase, then see:

Manually Crediting Affiliates

Once you have manually added a user, when you search for them on the Users > Manage page, you’ll see their row with “FREE” or “PAID” under the “Trans Id” column.

1) Enter an order (transaction) into the system by clicking on “Add Trans” (which stands for “Add Transaction”).

2) When you click on the “Add Trans” link, you will see a small popup appear (see image below) that allows you to manually enter an amount. So if the payment you received offline was say $97, then you would enter “97″ or “97.00″ in the “Order Amount” field and click on “Submit”.

3) Once you’ve entered a manual order, the “Trans Id” column will change from “FREE” or “PAID”, to an actual transaction id (or order id) – in the example below, it turns to Transaction Id “3″.

DAP is one of the very few membership platforms that will let affiliates earn commissions on offline payments too.

And in fact, DAP will credit affiliates for not just offline payments, but for any payments that you accepted outside of the payment options listed on your web site.

So, for example, you’re using Paypal and Authorize.net buttons on your site. And someone wants to send you a check (cheque) in the mail, or they want to send you money via Western Union, or wire transfer, or any other offline methods.

In this case, DAP can still give credit to the right affiliate for the sale. Here’s how…

1) Add Manual Transaction

• First you add the user manually, by going to DAP Admin > Users > Add.
• Once you’ve added them to the product, come back to DAP Admin > Users > Manage.
• Search for the user by email
• On the user data row for that Product, initially, under Trans Id column, it will show PAID (see image below)
• Step 1: Enter a manual transaction by clicking on Add Trans (which stands for “Add Transaction”). That will record your offline payment in DAP. So now there’s an actual payment associated with that user’s sign up.
  
• When you click on the “Add Trans” link, you will see a small popup appear (see image below) that allows you to manually enter an order. So if the offline payment was for say $97, then you would enter “97” or “97.00” in the “Order Amount” field and click on “Submit”.
  
• Once you’ve entered a manual order, the “Trans Id” column will change from “PAID” to an actual transaction id.

That’s it.

By this time, the user would’ve received their “Welcome Email” from DAP, which will have their login info to log in to your site.

And when they log in, if they have an affiliate cookie set in their browser (which they would, if they had clicked on an affiliate link at some point before they contacted you and asked you about a non-standard, offline payment method), then when they first log in to your member’s area, DAP will pick up the referring affiliate’s id from the affiliate cookie, and give credit to them for the sale.

And when the DAP hourly cron runs at the top of the next hour, that affiliate will be credited with any commissions that you’ve set up for that product.