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.

Starting DAP v4.2, we have consolidated both the Authorize.net & Paypal Payments Pro Upsell-Tree Plugins into one simple set of files, and it has been named the DAP Shopping Cart, which will allow you to both accept one time and recurring payments, as well as do 1-Click Upsells.

This consolidated set of files is named DAPShoppingCart.zip , and is available for download from the members’ area at http://DigitalAccessPass.com/dap/ .

Upgrading from DAP v4.2

If you are upgrading to DAP v4.2 from a previous DAP version, and you’ve been using Authorize.net or Paypal Payments Pro to accept payments, then you must also upgrade to the new DAP Shopping Cart.

So all you need to is…

1) Download the DAPShoppingCart.zip file from the members area

2) Unzip it to your desktop

3) Upload all files inside directly to your main “dap” folder on your site. (do not upload the folder named DAPShoppingCart – upload only the files inside this folder)

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.

a) Log in to your Paypal account and click on the “Profile” link.
b) Go to 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, then click on “Choose IPN Settings”

d) On the next screen, in the Notification URL field, enter…
http://YourSite.com/dap/dap-paypal.php

Don’t forget to replace “YourSite.com” with your actual web site’s domain name.
e) Make sure “Receive IPN Messages” is selected.

f) Click on “Save”.

“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).

In a “1-Tier” affiliate program, when a buyer makes a purchase, the affiliate who referred the buyer is the only one who gets paid an affiliate commission. Which is why it’s called “1-tier”, because there’s only one level of commissions paid.

However, in a “2-tier” affiliate program, the “Affiliate’s Affiliate” (2nd level) can also get paid a portion of the sale as a commission.

So let’s take this example:

You are selling Product A that costs $100.

You’ve set up your commission structure for Product A as follows:

Tier 1: 50% Per Sale

Tier 2: 10% Per Sale

Joe Customer is referred by Charlie to your web site. Joe went on to purchase Product A for which commissions are set up above.

So Charlie (tier-1 affiliate) gets paid 50% of the sale - which is $50.

Now, normally a 1-tier affiliate program would stop there, and that would be the end of affiliate commissions for that purchase. But you have set up 2 tiers.

So now DAP looks at who referred Charlie, the affiliate. It finds that David originally referred Charlie to your web site (regardless of how Charlie got in to your membership site).

So now David (tier-2 affiliate) gets paid 10% of the sale – which is $10.

So for that one sale of $100, $50 was paid to Charlie, and $10 was paid to David, which totals $60.

So $40 is your earnings, as the site owner.

How To Set It Up

The 2-tier or “n” tier setup is the exact same as the 1-tier setup.

Only difference is, set up a new record on the “Affiliates > Set Commissions” page for each tier – one for Tier 1, one for Tier 2, and so on.

1) Paypal Hosted Buttons
2) DAP Generated Buttons For Paypal
3) DAP Shopping Cart (Upsell Tree Plugins)

Let’s get into more details about each one of them.

1) Paypal Hosted Buttons

You generate the button within your Paypal account.

Click Here to find instructions to integrate DAP and Paypal Hosted Buttons.

If the integration is not working, Click Here to find troubleshooting instructions.

Note: you only need to set the following config items for Paypal hosted buttons.

a) If you want to use Paypal Sandbox for testing, then
DAP Setup -> Config -> Payment Processing -> Use Paypal Sanbox For Testing -> Set to “Y”.

If you want to connect to your Paypal live account, then

DAP Setup -> Config -> Payment Processing -> Use Paypal Sanbox For Testing -> Set to “N”.

b) If your site has trouble connecting to Paypal via CURL and you see this error in DAP orders page – Check Product and Price(Reprocessible), then update the config to use FOPEN.

DAP Setup -> Config -> Payment Processing -> How DAP connects to Paypal -> Set to “FOPEN”.

That’s it.

The following config items are NOT needed if you use the Paypal hosted buttons.

Paypal API Username - Only needed if you use the DAP upsell tree plugins for Paypal Payments Pro or Paypal Standard.
Paypal API Password - Only needed if you use the DAP upsell tree plugins for Paypal Payments Pro or Paypal Standard.
Paypal API Signature – Only needed if you use the DAP upsell tree plugins for Paypal Payments Pro or Paypal Standard.
Paypal API Endpoint - Only needed if you use the DAP upsell tree plugins for Paypal Payments Pro or Paypal Standard.

Paypal Business Email ID - Only needed if you use the DAP generated button for Paypal (DAP Payments/Coupons -> Generate paypal button)

Merchant’s Payment Gateway API Login ID - Only needed if you use e-junkie or the DAP upsell tree plugin for Authorize.net
Merchant’s Payment Gateway Transaction Key – Only needed if you use e-junkie or the DAP upsell tree plugin for Authorize.net

The following fields in the DAP Products page ONLY need to be set if you use DAP upsell tree plugin or the DAP generated button for Paypal.

Recurring Count, Trial Amount and Product Price

If you are using regular paypal button, you can leave these empty. Even if these are not-empty, DAP will not use it for regular paypal hosted buttons.

2) DAP Generated Buttons For Paypal

With DAP 4.0, we have added support for DAP generated buttons for Paypal.  You no longer have to generate buttons within Paypal.

You can generate the button for Paypal from within your DAP Admin Panel -> Payments/Coupons -> Generate Paypal Button page.

Click Here to find instructions to integrate the DAP generated button with Paypal.

3) DAP Shopping Cart / DAP Upsell Tree Plugins

1) Paypal Standard Upsell Tree Plugin
2) Paypal Payments Pro Upsell Tree Plugin / DAP shopping cart

Click Here for details.

This is very similar to Paypal’s Instant Payment Notification (IPN).

The ClickBank INS notification will be processed instantly in real time, and your members will receive their welcome email with their membership login info instantly after purchase.

For high-level ClickBank user-flow, see this post.

CB INS Setup

1. Login to your ClickBank account

2. Go to the “Account Settings” tab at the top

3. Click on “My Site” from the sub-menu at the top.

4. Under Advanced Tools, update the Instant Notification Service URL (accept the terms of service etc), and make sure the URL points to:

http://YourSite.com/dap/dap-clickbank.php

Replace YourSite.com above with your actual domain name.

5.  Screenshot below shows Version 1.0, but starting DAP v4.2, we have added support for CB INS 2.1.

So if you’re using DAP v4.2 or later, then select INS Version 2.0 and set the CB INS URL TO :

http://YourSite.com/dap/dap-clickbank-2.1.php

But if you’re using DAP v4.1 or earlier, then select Version 1.0

and set INS URL TO:

http://YourSite.com/dap/dap-clickbank.php

6. Whatever value you put in the Secret Key field in ClickBank (see image above), put the same value (must be ALL UPPERCASE) in to your DAP Admin Dashboard on your web site, at:

Setup > Config > Payment Processing > Secret Authorization Key used when interfacing with external systems

7. The Product Title in CB must match the Product Name in DAP.

8. The Thank You Page url in CB product settings page, should be set to point a static thank-you page you create in your WordPress blog – something like http://YourSite.com/thank-you/ .

And the page should state something to the effect of…

Thank you for your purchase. The download information for the product you just purchased has been sent to the email id you just use during the purchase.

Please check that email id in a few minutes, and you will see an email from us with your login information.

That’s it!

Testing

Make a test purchase.

If the integration was setup correctly, the user will be registered in DAP.  You will find the user account in the DAP Users > Manage screen and you will find the completed transaction / order details on the DAP Orders page.

If the test order is listed in DAP Orders page, then CB is correctly integrated with DAP.  Check the payment status in DAP Orders page. If it says Success, but no welcome/thank-you email got sent, then make sure you set the thank-you email for that product in DAP products page.

Troubleshooting

If no order is listed in DAP orders page for the test purchase, then CB is not integrated with DAP.

To troubleshoot, do the following:

1. Set DAP Setup > Config > Log Level to 5.
2. Empty log content under System -> Logs.
3. Run another test purchase.
4. Send us the log snippet from System -> Logs.

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.

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

Action Steps For DAP Admin

Whether it’s a cancellation or a refund, log in to your Payment Processor (1shoppingcart, Authorize.net, etc), and make sure you perform the cancellation or refund there. DAP does not store any of the payment information of your subscriber. So both cancellations and refunds have to be performed at your Payment Processor.

Now that you’ve cancelled the actual charging of the customer at the payment processor level, you have to also take care of the customer within DAP – only for refunds.

Cancellation Of Ongoing Subscription in DAP

If this is the cancellation of an ongoing subscription, then no action required within the DAP Dashboard as far as the User is concerned. 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). The “Access End Date” of the user’s access to the Product will automatically expire if no new payments come in. And then they’ll automatically lose all access to the content that is part of that Product.

However, if this is the cancellation of a “trial”, where if the user comes back and signs up again for another trial a few weeks or months later, then you want the user to start all the way AT THE BEGINNING. So if it’s the cancellation of a “trial” then you must manually remove the user’s access to the product. So for that, follow the process below.

Refunds (and Cancellation of Trial) in DAP

If it’s a refund of just one recurring payment, or the cancellation of a trial, 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…

• Search for that user by email on the “Orders” page, which will bring up their Order (a.k.a “Transaction”)
• Click on the “Refund” button on that screen. That will create a new negative transaction in the Orders table. Then it also roll-backs any affiliate commissions earned on that sale and make a negative entry in the database for that affiliate. Then it rolls back user access by the number of days entered in one of the “Recurring Cycles” entered on that Product’s page (depending on how far along they were in as a member).
• Now search for that user by email on the “Users > Manage” screen. Make sure that they no longer have access to the Product.

For a big-picture view, also see Cancellations & Refunds