How does a customer, once they have signed up and become a member, cancel their membership (or get for a refund)?

Cancellations

If it’s Paypal, they could go into their Paypal account, and cancel their subscription themselves.

If it’s ClickBank, they can log in to their CB account, and cancel their subscription themselves.

If it’s any other payment processor or cart – like 1SiteAutomation.com, Authorize.net, Paypal Payments Pro, etc – then they have to ask you (the membership site owner) to cancel.

Refunds

Except with CB, in all other cases, they have to ask you for a refund

What Next For DAP Admin?

If it’s a cancellation, then DAP already does “Pay As You Go” processing – which means, their account will automatically expire at the end of the current recurring period (eg., end of current month).

If it’s a refund of just one recurring payment, then you can go into the “Users > Manage” screen, search for the user, and do a “Rollback Access for Selected User(s) to the Product by 1 Recurring Cycle“.

If it’s a refund of the entire purchase, then make sure you “Remove” user from product.

Also see: Cancellations & Refunds

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

1. Cron Not Running

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

2. 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.

3. 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

4.”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.

5.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.

6. 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.

7. Sending Email & Password To Buyer

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

8. 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

And this particular plugin works with Paypal Standard! Which means you don’t need a merchant account any more.

All you need is a regular Paypal Business Account.

IMPORTANT: What you need before you can use this plugin

1. You need a Paypal (Standard) Business account
2. You must have SSL (secure server) enabled on your web site. Ask your web host to enable SSL for your site.
3. You must have a working version of DAP 3.7+
4. You cannot sell a “Recurring” product on the upsell. See below.
5. Here’s what you CAN do: You can have a recurring product as the very FIRST product that they purchase (when they click on the “Buy” button on your main sales page, and then you can offer any number of upsells or downsells of “One-Time” Products.
6. Here’s what you CANNOT do: Offer a “One-Time” product as your first product that they buy, and then try to upsell them to a “Recurring” Product. Unfortunately, this is a Paypal problem at this time.

Installation & Setup of UpsellTree For Paypal Standard

1. You need at least DAP v3.7 for this. So login to your DAP account and download the latest version of DAP and the LiveLinks.
2. Follow standard procedure for installing DAP (OR) upgrading your DAP & LiveLinks versions. Nothing different there.
3. Purchase the UpsellTree plugin, login to your DAP account and download the plugin zip file, UpsellTreePaypalStandard.zip .
4. Unzip UpsellTreePaypalStandard.zip to your desktop. It will unzip the files to a new folder on your desktop, called “PaypalStandardUpsellTree“.
5. Upload all the files inside, directly to your “dap” folder on your web site. DO NOT upload the folder itself. Just the files inside.
6. Log in to your Paypal account.
7. Click on “Profile”
8. Click on “Request API Credentials” (under ‘Account Information’ section). It will bring you to the API access page.
9. Under Option 2, click on “Request API credentials” to create your own API username and password.
10. Click on “Request API signature”
11. Click on “Agree & Submit”
12. Note down the following pieces of information:
    * API Username
    * API Password
    * API Signature
13. That’s it as far as your Paypal account is concerned. Now back to DAP on your site.
14. Log in to your DAP Dashboard
15. Go to “Config > Payment Processing“.
16. Enter the 3 pieces of information (from Step #12 above) into the DAP Config fields - Paypal API Username, Paypal API Password, and Paypal API Signature. Cick  “Update” next to each of the fields each time, and save the changes.
17. This step applies to you only if you are already using 1ShoppingCart with DAP (if not, skip to next step):
    Be sure to disable the “Email Order” cron job from your web hosting control panel (“Cron Jobs” screen), because you don’t want your orders to be double-processed.
18. Go to the “Products” page. You will now see a few new links, below the “Products” list on the left.
19. 

1. A) Product Price: For a 1-time purchase product, this is the product’s purchase price. For a recurring product, this is the “recurring” price (what the customer gets charged month after month).
   B) Trial Amount: This is only if there’s a trial amount. If no trial, leave this empty.
   C) Recurring Count: How long is your subscription? If you said “Forever”, then enter the number 9999 here. If it ends after 6 months, then enter 6 here.
2. Set these fields to valid values.
3. NOTE: This plugin allows only 1 trial. So in the recurring cycle fields, make sure “Payment/Trial Period #2″ and “Payment/Trial Period #3″ are both the same (set to same number of days: like 30). Example below shows the setting for a “7 day” trial period, followed by recurring payments every “30 days”.
   
4. If you are not offering a trial, then leave the Trial Amount as $0.00.
5. But if you really wanted to offer a FREE TRIAL, then you must set the Trial Amount to at least $0.01 (1 penny).
6. Once you’ve saved the product, you can now click on any of the two new “Generate… Button Code” links that are located right below the product list combo box.
7. “Generate Paypal Standard Buy Button” link:
   This generates the buy button HTML code for your product, which you can then directly paste into your sales page. When you click on this link, you will get a pop-up that shows the actual HTML code for your button. The price, trial price, and recurring options are all taken from your Product settings. So make sure you have saved your Product changes before you click on this link.
   
8. Here’s what the HTML code looks like:
   <form name=”generate_paypal” method=”post” action=”/dap/PaypalSetExpressCheckout.php”>
   <input type=”hidden” name=”item_name” value=”Paypal Upsell Test”/>
   <input type=”hidden” name=”description” value=”This is a dummy Subscription Product with a monthly subscription – payments every 30 days.” />
   <input type=”hidden” name=”amount” value=”0.01″ />
   <input type=”hidden” name=”trial_amount” value=”0.00″ />
   <input type=”hidden” name=”total_occurrences” value=”1″ />
   <input type=”hidden” name=”is_recurring” value=”Y” />
   <input type=”hidden” name=”recurring_cycle_1″ value=”30″ />
   <input type=”hidden” name=”recurring_cycle_2″ value=”30″ />
   <input type=”hidden” name=”recurring_cycle_3″ value=”30″ />
   <input type=”hidden” name=”payment_succ_page” value=”https://www.contentresponder.com/dap/continue.php?url=/dap/upsell1-paypalstandard-sample.html” />
   <input type=”hidden” name=”payment_err_page” value=”https://www.contentresponder.com/dap/paymentError.php” />
   <input type=”hidden” name=”payment_cancel_page” value=”https://www.contentresponder.com/dap/cancel.php” />
   <input type=”hidden” name=”payment_gateway” value=”paypal” />
   <input type=”hidden” name=”is_submitted” value=”Y” />
   <input type=”submit” value=”Buy Now” />
   </form>
9. If you’re doing upsells, the only thing you need to do is, look for the “payment_succ_page” field in the above form. By default it will point to:
   https://www.example.com/dap/continue.php?url=/dap/upsell1.html
10. Modify the file upsell1.html within your dap folder, to create your 1-Click Upsell offer. Or if you don’t wish to use 1-Click upsells, you can make just about any kind of upsell offer on that page. The upsell1.html that comes with the plugin has a sample upsell page already created for you, just so you get an idea of what that will look like.
11. On the upsell page, if you want to upsell say, Product B, then make sure you set up “Product B” ahead of time in DAP, and set up the price and recurring options. Then for upsell products only, click on the “Generate Authnet 1-Click Upsell” link to generate the 1-Click Upsell Buy button code, as the upsell buy button is slightly different than the ‘regular’ buy button code. Now take the upsell buy button code like you did before, and paste it in upsell1.html. That’s it.
12. You can repeat this process for unlimited upsells, downsells and one-time offers. No limits.

That’s it.

While it looks like a LOT of steps, that is only because we have to explain the steps in detail so they are clear. In reality, it is very simple to set up, and starting from scratch, if you have DAP & SSL already installed, it shouldn’t take you more than 1/2 hour to set up your 1-Click Upsells/Downsells/OTO’s. And if you’re not using Upsells/Downsells, then it can be done even faster.

If you have any further questions, feel free to open a support ticket, and we will assist you in getting this going.

“Upsell-Tree” with Paypal Payments Pro

Unlimited License

Click here to buy

(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.

Make sure that the product name within DAP and the product name in your “buy” button (i.e., your shopping cart) are EXACTLY the same. Don’t just look at the two and say, “oh yeah, they’re the same”.We recommend “copying” the product name that you set up in DAP, and then “pasting” it when creating your “buy” button. If you are using Paypal, then this is the “Item Name” when you are creating your Paypal “buy” button. If you are using 1ShoppingCart, then this is the “Product Name” when creating a new product.

(Paypal users, skip ahead)

1ShoppingCart/ClickBank:

1) Make sure you have set up the “Email Order Processing” correctly.

2) Is your Cron Job dap-emailorder.php set up and running correctly?

3) Make sure you have not “removed” the 1Shoppingcart or ClickBank payment notification email from your server. Log in to your email server, and make sure that the email is still there, and also it needs to be “Unread”. If your email client (like Outlook or Thunderbird, or Gmail) already accessed it and marked it as read, then simply mark it unread, and the next time DAP runs (which should be in 10 minutes) it will pick up the email and process it.

Paypal Users:

1. If you are using Paypal IPN, then make sure you have enabled IPN within your Paypal account.

2. Make sure you put the correct IPN “notify_url” text in your button.

3. Make sure the Paypal button you set up is a “Buy Now” or “Subscribe” button. It SHOULD NOT be a “Add to Cart” button.

- Ravi Jayagopal

So here’s what you need to do to process orders through Paypal using IPN, and have your buyers automatically added to DAP on your site.

1. Enable IPN within your Paypal account.

a) Log in to your Paypal account
b) Go to Profile > Instant Payment Notification
c) If IPN is already enabled, and you already have a URL in that field, then skip ahead to Step 2.
Else, if IPN is not already enabled, enable it and enter the url…
http://YourSite.com/dap/dap-paypal.php
… in the “Notification URL” field. Of course, don’t forget to change the text “YourSite.com” to your actual web site domain name.

2. Create your “Buy Now” or “Subscribe” or “Add to Cart” button as follows.

• Paypal “Item Name”
  When you create your “subscribe” or “buy now” button, make sure the Paypal “Item Name” is the EXACT same spelling and case as the DAP “Product Name” that you created within DAP. In fact, login as DAP admin, edit the product, copy the text from the “Product name” field, then paste this into your Paypal “Item Name” field, so that there are no typos. If the product names don’t match, DAP will ignore any IPN posts coming in from Paypal.
• Finally, when creating the button, just add a custom varible to the button as follows:Under “Step 3: Customize advanced features (optional)” tab, within the “Advanced Variables” text box, enter the following (change the text YourSite.com below to your domain name).
  

  notify_url=http://YourSite.com/dap/dap-paypal.php

3. Save the button.

Copy the code for this button, and publish the code on your web site’s sales page, or WP page or post.

That’s it!

So when someone subscribes to, or purchases your product using this button, Paypal will send an IPN notification to your web site to the above link. DAP will then verify the product and payment status, and then will automatically add give the buyer/subscriber access to that product.

If the email id used in this purchase is not already associated with an account on your site, then DAP automatically creates a new account, and sends the buyer an “activation” email that requires them to click on a link to confirm and activate their account.

But If this email id belongs to someone who already has an account in DAP (existing buyer, purchased a different product this time), then DAP doesn’t create a new account for this user. It simply gives the existing account access to this new product.

So when the user logs in, they will see that they now have access to TWO products, with each product and the available URL’s listed separately.

Note: If you’re going to be using Paypal to process payments, then you don’t need to set up the Email Processing info in your DAP Admin > Config > Payment Processing screen. You don’t need to set up the DAP Email Order cron job either.

[For Paypal, DAP has a Paypal IPN Plugin]

Keep reading if you are processing payments through 1ShoppingCart or ClickBank.

For 1ShoppingCart and ClickBank, DAP does “Email Parsing” of orders.

So here’s how it works:

1. Go to DAP Admin control panel, go to “Config” screen and click on the the “Payment Integration” drop down. Basically all you are actually doing, is to tell DAP where your payment notification emails from ClickBank/1SC come in.

2. On this screen, put in your smtp server name (eg., mail.yoursite.com), billing email address (eg., billing@yoursite.com) and password.

3. Set up your sales page as you would normally do when accepting payment through ClickBank or 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” in your 1SC cart  or CB product name.

4. During installation, a Cron job was already set up to run the “Payment Processing Job” to run every 10 minutes. So, every 10 minutes, DAP will automatically check the “billing email address” that you specified in your “Config” (step 2) and if there is a payment for a product name that matches the product name in DAP, then it will automatically add that customer to DAP as a member.

Try out some test purchases first. For instance, take an existing CB notification email, change name and email (to your own name and email id), and then send it out by email to your own billing email address (as if you are ClickBank, notifying the billing email of the purchase).

That’s it!

NOTE: If you ever change the name of your product in your shopping cart or on your web site, make sure to change the product name to the new one within DAP also.

So if you were using a 1ShoppingCart (or private label) to accept payment for selling your digital info product or for access to your membership site, then the Product Name you use in your 1ShoppingCart admin panel should be the exact same name as what you use within DAP.

This is the only way for DAP to know about a new purchase through your 1ShoppingCart cart. And when it parses your 1ShoppingCart notification email, it can figure out that your buyer who purchased that product needs to be added to DAP, so that your buyer can get access to either your info product files, or to your subscription-based site.