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.

You can export DAP user/member data in CSV format, from the Users > Manage screen, as shown below.

NOTE:

a) If you export “All Users”, then only the user’s name and email id will be exported (to be enhanced in a future version to include more user-specific data).

b) If you select an individual product from the drop-down, then all information specific to that Product will be exported.

When you click on the “Go” button, you will see a pop-up appear that contains the exported data.

You may then copy it and save it to your desktop.

If you wish to bring that data into, say, an MS Excel spreadsheet, then save the file as a .csv file on your desktop, and then you will be able to import it into Excel.

Subscriber Flow

The flow of subscriber is “FROM DAP TO Mailchimp“. User signs up at DAP first, then DAP automatically adds the user to Mailchimp list.. Admin removes the user’s access to a product, and DAP automatically removes the user from Mailchimp list. This feature is available starting DAP v4.1.

How it works

1. Login to your account at http://admin.mailchimp.com/account/api/ and note down the API Key.

Image 1:

2. Go to http://admin.mailchimp.com/lists/ and grab your List’s Unique Id. Click the “settings” link for the list – the Unique Id is at the bottom of that page.

Image 2:

3. Log in to your DAP Admin Dashboard -> Products Page and select the product (whose members you wish to add automatically to your Mailchimp list.

4. If the list Id of the mailchimp list that you want to integrate with a DAP product/membership is say “ffffffffff”, and say your Mailchimp API Key is ‘ffffffffffffffffffffffffffffff-us2′ then add the following to the “Notify Plugin upon User -> Product Activation (Add)” in DAP products page and HIT Save/Update Product.

mailchimp:ffffffffffffffffffffffffffffff-us2:ffffffffff

Image 3:

That’s it!

Save the product and this completes the DAP->Mailchimp integration.

How This Works

So let’s say you picked the list “ffffffffff” in your Mailchimp account, and the DAP Product “Example Subscription Product” (as shown in the screenshots above).

So once you add “mailchimp:ffffffffffffffffffffffffffffff-us2:ffffffffff” to the product’s “Notify plugin upon user->product activation” and “Notify plugin upon user->product de-activation” field and save it, every time someone gets access to the “Example Subscription Product” product (regardless of whether they buy it, or you give them access on the backend), DAP will  automatically  add them to the list – ffffffffff. And everytime you remove the user’s access to product (click on ‘Remove’ in DAP manage users page), DAP will automatically remove the user from the list.

DAP assigns a status for the User itself (at a global, account level), as well as a User/Product level (specific to the user's access to that product).

So there's the User Status and then the User/Product Status

For eg., the User Status may be "Active", but a specific User/Product status may be "Inactive" – which means user can log in to their account, receive emails, etc, but cannot access any content that is part of this specific product (though they can access all other products they may have, that are "Active").

The bottom-line is this: In order for a user to access his/her account, and all the content in the Products that he/she's purchased, all the statuses have to be Active.

So here are the possible statuses, and what they mean.

User Status

These statuses apply to the User's account itself.

Inactive

If the user's status is inactive, then that means the user's entire account is inactive. User will not be able to even log in to their account. All outgoing broadcast and autoresponder emails will "exclude" them from the list, and they will not receive any emails from the system.

Active

Account is accessible, all emails are being sent.

Unconfirmed

They've just signed up for a product that requires "Double Optin". Which means, unless they "confirm" by clicking on the double-optin link, their account will not become active. Please note that once a user has already confirmed the double-optin link for one product, then their "User" status automatically becomes "Active". So even if they go on to sign up for another double-optin product, then their User status will never again change to "Unconfirmed" (unless specifically set so by the DAP Admin). For all future double-optin products, it is this user's "User/Product" status that will be "Unconfirmed", while the main "User" status remains "Active".

Locked

When an account receives login attempts from more than the number of IP addresses set in the "Setup > Config > Advanced > Max. # of User Logins From Different IP`s" field, then that user's main User status is changed to be "Locked". This is very similar to the "Inactive" status, except named different just so admin can distinguish between "Locked" and other users.

User/Product Status

These statuses specifically apply to a User's access with relation to a specific Product.

Inactive

User cannot access any content that is part of this product. However, User may access other products whose user/product status is "Active".

Active

There are no restrictions for this User to access content that is part of this product (of course, only whatever the user is eligible to see, based on the drip setup).

1) “Logged-in URL” on Product page is not taking user to right page after log in.

The Logged-In URL field will work only if user has access to just that one product. If user has access to more than 1-product, DAP cannot decide which Product’s “Logged-In URL” to redirect the user to. So it simply uses the “Global” logged-in URL in “Setup > Config > URL to which User is redirected to, right after log in.

So if you’re testing the “Logged-In URL” field, make sure you create a test user with access to just that one product, and then log in as her and test.

2A) The Lock message says “Sorry, this content is for members only. Click here to get access” but the “Click here” just points to my home page.

OR

2B) “Sales Page URL” on error page not pointing to right URL

The Sales Page URL field of a Product will work only if a piece of content has been added to just that product. If the content has been added to more than one product, then DAP cannot decide which Product’s “Sales Page URL” to show on the “In-Page Error Message” shown to the viewer. So it simply points to the root of the domain. In a future version, this will be configurable, but for now, if you wish to have a custom Sales Page URL shown in the error message, then you can customize the error message HTML and then you’ll be able to enter whatever you want there. Or, instead of using an “In-Page” error page, you could simply redirect the viewer to a custom error page URL.

If you see the original dap/inc/error-notloggedin.php file, you’ll see a line in there that looks like this….

<a href=”%%SALES_PAGE_URL%%“>Click here to get access.</a>

So basically, if the page or post that the person is trying to visit, belongs to just one DAP Product, then the %%SALES_PAGE_URL%% in the above line will actually be replaced with the value of the “Sales Page URL” field from that DAP Product page. But if the same page/post is part of multiple DAP products, then DAP won’t know which Product’s “Sales Page URL” to use – so it will simply point the “Click here” link to the home page.

3) Clicking on a protected Category is not taking user to the correct “Error Page URL”

When you click on a category (instead of a single post), then because the category could contain many posts, each of which could be part of multiple Products. So DAP is unable to choose just 1 single Product from which to pick the “Error Page URL” and redirect the visitor to. So it just shows the error message with the padlock image, which can be customized. Click here for details.

3. The Lock, being generic, says “Sorry, this content is for members only.” but does not specify, as I (will) have several different types of members. It should say something like “Sorry, this content is for %%PRODUCT%% subscribers only.” Can this actually work? I am just guessing.

Response Time: 28 Minutes Wed 23 Mar 2011, 10:13am

» Reply by: Ravi Jayagopal

>>1. Creating a new user account, for someone who is already logged in under a different email address.<< Yeah, that is on our list. Not something that will happen any time soon. Hopefully, we can schedule it for the next release.>>2. Several Emails say various things similar to “New User Signup (3rd Party Notification)” instead of actually telling me what product they signed up for, or even the amount that was made.<< Every one of them should have the product name in the body of the email. If it doesn’t, then something’s not right. So if you find one without a product, then let paste the email here, and we’ll take a look.Other than that, it’s not meant to be a full payment notification email. It’s just meant to be an alert, that’s all. The full payment notification will come from your payment processor. It already does that to a certain extent. If you see the original error-notloggedin.php, you’ll see a line in there that says.. <a href=”%%SALES_PAGE_URL%%”>Click here to get access.</a> If the page or post belongs to just one Product, then the %%SALES_PAGE_URL%% in the above line will actually be replaced with the “Sales Page URL” field from that product. But if the same page/post is part of multiple products, then DAP won’t know which Product’s “Sales Page URL” to use – so it will just point to the home page.

The only time a new user shows up with the status “Unconfirmed” is if you have “Double Optin” turned on for that product to which he just got access.

When you have double-optin turned on, then their initial status is “Unconfirmed” because you want them to click on the “Double Optin” link and confirm their intent to get access to your product, after which their status is automatically changed to “Confirmed”.

So to make sure Users are always created with “Confirmed” status, just remove all text from the “Double Optin Body” and “Double Optin Subject” of the Product in question.

Sidebar

If your product is a “Paid” product, then obviously, you don’t want people who just bought your product by filling out a shopping cart, to have to go through another double-optin confirmation process. So for paid products, you should probably not force double-optin.

Double-optin is best when you’re signing up free users for a free product via the DAP Direct-signup Form.

Product Bundling

Any time someone gets access to PRODUCT A (either through direct signup, manual admin add, or purchase), then you can automatically give them access to PRODUCT B. And you can select whether they get PAID access to PRODUCT B or not.

Similarly, when someone is removed from PRODUCT A, you can also tell DAP to automatically remove their access to PRODUCT B.

Very useful for bundling products.

Product Access Automation

User signs up as free user to PRODUCT A.

Later on, user buys PRODUCT B (which is, say, paid version of PRODUCT A).

If you set up Product Chaining, then you can automatically remove them from PRODUCT A when they purchase PRODUCT B. So when you send an email to all PRODUCT A users asking them to purchase access to PRODUCT B, then you won’t be sending emails to those who have already purchased PRODUCT B.

Click on image below to open full size in a new window.

You already know that you can create a “My Content” kind of page within WordPress, that will list all products that a user has access to, and then each product will list the content that they currently have access to (content that has already dripped on them).

But this page is a full-summary of all products, all listed on one page.

Instead, if you wished to create product-specific download pages, where you create a separate page for each product, that lists all the content within just that product alone, then that’s where DAP’s “ProductLinks” Widget comes in handy.

Here’s how you set it up.

1. In WordPress admin, go to “Appearance > Widgets” and enable the “DAP ProductLinks” widget by dragging it onto a widgetized section of your theme’s sidebar.
   
2. As soon as you do that, the DAP ProductLinks widget will show up in your blog’s side bar.
   
3. By default, each of the product names – like “Gold Membership” in the above example – will link to whatever URL you put into the “Post-Login URL” for that particular product (DAP Dashboard > Products > Manage). So the next step is to create a separate page for each product, and then enter the permalink for this new page, into the Post-Login URL of that Product within DAP.
4. Create a new page in WordPress – call it, “Gold Membership Content” (for example). In the body of the page, enter the following DAP merge tag:%%PRODUCT_DETAILS_<id>%%
   

   Replace the entire text <id> with the actual Product id from DAP (Products > Manage)

   So, if the product’s id is 6 in DAP, then the merge code becomes:

   %%PRODUCT_DETAILS_6%%

   Save the page. And if you gave the page the title “Gold Membership Content”, then the permalink for this page will be:
   http://YourSite.com/gold-membership-content/

   

5. Take the above permalink and enter it into the product “Gold Membership” in the “Post-Login URL” field. That’s it!
   
6. Do the above for all products and you’re done.

End Result

• For each product that your member buys, the “Your Products” widget will show in the side-bar.
• It will list all of the products that the member has purchased.
• Each of the product names will link to it’s own specific content page
• When member goes to that page, the DAP merge tag you entered for that product will expand into product details and product-specific content links just for that product.

DAP allows you to import users in bulk from an external system or database.

Pre-requisites for Importing Users

1) You must have already created the Product into which the users will be imported 2) The user list has to be in a CSV (comma separated) format (one user per line), with the exact format being:

Email,FirstName,LastName

LastName is optional. So your user list could have just

Email,FirstName

Example:

Joe@example.com,Joe,Customer Jill@anothersite.com,Jill Bob@another.com,Bob,Member

How to do the actual import

1. Go to Users > Add > “Bulk-Add Multiple Users To A Product”
2. Paste your CSV list into the large text area
3. Select the Product into which you want to import the users
4. Check the “Mark Users as Paid” checkbox if you want them to have “Paid” access to the content (just as if they are actual paying members). If you don’t check it, they will all have access as a “Free” user (instead of a “Paid” user), which means they will only have access to content within the Product that you have marked as “Free”.
5. Click on the “Bulk Add Users” button. That will first save this entire list as a CSV file in your /dap/bulk folder on your site. And then, the next time the Hourly cron (dap-cron.php) runs, it will add them one by one to the product, and send them emails as per your Product set up. So if your Product has the “Thankyou-Email” subject and body filled out, it will individually send out each of the users that thankyou email.

DAP will also allow bulk import of users with their existing profile

This includes their existing password and other profile data as detailed in this video: See Bulk Add Users

But please make sure you are using at least DAP v4.2.1 and LiveLinks v1.7 , because what’s explained below is only available starting those versions.

Pre-requisites for Importing Users with their existing Password, Access Start & End Dates

1) You must have already created the Product into which the users will be imported

2) The user list has to be in a CSV (comma separated) format (one user per line), with the exact format being:

Email,Firstname,Lastname,Password,ProductName, Address,City,State,Zip,Country,Phone,Company, Flag (to indicate Paid or Free user), Access Start Date, Access End Date,UserName

Example:

joe@somesite.com,Joe,Member,test123,Example One-time Product,99 hill ave,Cityname,NY,10001,USA,,Plug and Play Inc,y,2011-03-16, 2012-03-15,JoeMember

The only required fields are Email, FirstName and ProductName. If you do not want to supply a value for any of the optional fields, but still wish to import certain others, then just leave those fields empty in the data row (but the commas should remain) as shown below.

Email,Firstname,,,ProductName,,,,,,,,Flag (to indicate Paid or Free user), Access Start Date, Access End Date,UserName

How to do the actual Import

Create a file with the name /dap/bulk/importusers.csv file so it has the users you want to import in the format specified above.

Run this script on your browser to complete the import. To do that, visit the url…

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

Note:

* Replace “yoursite.com” with your actual domain name.

* And try to limit the number of users you are importing with this method to not more than 100 users at a time. Otherwise the import may timeout, because the import occurs real time (not via cron). If the user already exists in dap, then the script will just skip that user and move on to the next user in the bulk add list.

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