Entries Tagged 'Products' ↓

If you have multiple products that have quite similar settings and content, you could save time by starting with just one product (either the lowest level, or the highest level), and then using the “Save As New” button to make an exact copy of that product, and then adding or removing content from this new copy to create new products.

So, let’s say you have say 3 membership levels: Silver, Gold and Platinum.

“Gold” will have all the content that “Silver” has, plus some more.

“Platinum” will probably have everything from “Gold”, plus some more.

So the way you could save time setting up all these 3 levels, is to either start with the lowest level, or the highest level.

Let’s say you start with the lowest level, “Silver”.

So create the “Silver” product fully, set up all the content dripping, email dripping etc.

And then once you’re done, while still editing the “Silver” product, click on the “Save as New” button (next to the “Save” button on the Product page).

That will create an exact duplicate of the “Silver” product – with all of its settings, content dripping and email dripping intact. And this copy will be called “Silver Copy” (just the text Copy added to the end). And this new copy will already be selected for you.

Now rename this new product from “Silver Copy” to “Gold”, save it, and then continue to add more content to it.

Then, finally, when “Gold” is fully ready, again do a “Save As New”, which would create a “Gold Copy” product.

Rename the “Gold Copy” product to “Platinum”, save it, and continue to add more content and emails to it.

Get the drift?

NOTE: On the flip site, you could also start by creating the “Platinum” product first, and then keep doing a “Save As New” and continue stripping out content to create the lower membership levels.

You wish to do what we call a “silent” import. Basically, you don’t want DAP to send out the instant “thanky-you” email to the users being imported.

You may want to do this, say, if you wanted to import a bunch of users into DAP first, without DAP sending them any kind of emails at all, do some preliminary testing, make sure their settings, product access, etc, are all correct, before notifying them of any changes.

Here’s how to do a “Silent Import” with DAP

1. Remove the “ThankYou-Email Subject” and “ThankYou-Email Body” from the Product into which you wish to import users. Save it in a text file for later, and save the Product.

2. Go ahead and do the bulk-add of users from “Users > Add > Bulk-Add Multiple Users To A Product”.

3. Wait for the DAP Hourly Cron to run and finish importing all users. Since the “ThankYou-Email Subject” and “ThankYou-Email Body” of the Product is empty at the time of import, DAP won’t send out those emails.

4. Once all the users have been imported, put back the “ThankYou-Email Subject” and “ThankYou-Email Body” text content, and save the Product.

OPTIONAL

5. At a later point, if you want, you can send out an Autoresponder email – or even better, a Broadcast email – with the merge codes for the email and password, if you want the newly imported users to get their passwords, or if you wish to notify them of anything at all (like the new system you’re using, their new account info, a general “what has changed recently” type of email, etc).

DAP allows you to create an opt-in form to directly sign-up users to your Product (which also acts as a “list” if you only want to drip or broadcast emails).

This is very similar to creating a sign-up form at Aweber or 1ShoppingCart, and allowing people to directly sign up by entering just their First Name & Email Id.

How To Generate Direct Signup Form HTML

1) Create a Product or select an existing Product

2) Click on the link below the product list that says “Direct Signup Form HTML”

3) That will bring up a little pop-up that will have the HTML for the signup form.

4) The form looks something like this:

<form name=”dap_direct_signup” method=”post” action=”http://www.YourSite.com/dap/signup_submit.php”>
<table>
<tr><td>First Name: </td>   <td><input type=”text” name=”first_name” size=”10″></td></tr>
<tr><td>Email:</td>    <td><input type=”text” name=”email” size=”10″></td></tr>
<tr>    <td colspan=”2″><input type=”submit” name=”Submit” value=”Sign Up”></td></tr>
</table>
<input type=”hidden” name=”productId” value=”1″>
<input type=”hidden” name=”redirect” value=”/dap/login.php?msg=Success!%20Your%20membership%20account%20has%20been%20created.%20%20Check%20your%20email%20address%20in%20a%20few%20minutes%20for%20your%20password“>
</form>

Paste the above form into any HTML page, or WordPress Page or Post where you want the direct sign-up form to appear.

The form already has all the code required to add the user to your member database, with “Free” access to the Product (for which you generated the HTML code)

That’s it!

With DAP 4.0, we allow the following additional fields to be accepted via the direct signup form.
first_name, last_name, user_name, email, address1, address2, city, state,zip,country, company,phone,fax,title,paypal_email

Take the direct signup form code from the dap products page, and to that, you can add additional attributes with the following names:

For ex:
If you want to accept the user’s paypal email address, the just that to the form code above:

<tr>
<td>Paypal Email:</td>
<td><input type=”text” name=”paypal_email” size=”10″></td>
</tr>
<tr>

Frequently Asked Questions

Can this form be published on any site? Or can it be published only on the site where DAP is installed?

This form can be published on any web site – can be completely different from the site where DAP is installed. Please note that the above form submits to the url “http://www.YourSite.com/dap/signup_submit.php” – so doesn’t matter which site this form is published on, the user is always added to the site where DAP is installed, which is http://www.YourSite.com.

What happens after user signup?

If you note the text in bold in the above form (reproduced below)…

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

… you’ll see that the default form redirects to the page /dap/login.php (which is the default dap login page) and on that page, displays on the message “Success! Your membership account has been created. Check your email addresss in a few minutes for your password”.

After Sign up is complete, how to redirect to a link of my choice?

In the form, you can modify the hidden field named “redirect” to any URL of your choice. Here are some examples:

<input type=”hidden” name=”redirect” value=”http://www.SomeOtherNonDAPSite.com/thankyou.html“>

OR

<input type=”hidden” name=”redirect” value=”http://www.YourSite.com/2010/12/31/thank-you“>

User Can’t Access Content

By far, this is the most frequently asked support question. So let’s start by addressing that real quick…

If a User can’t access a piece of content (blog Post, Page, File, etc), then there are only a very few reasons for that…

1. User doesn’t have any access to the DAP Product (where the content in question is protected as part of).
2. User is a FREE user having FREE access to this specific Product, but the content within the Product itself has been marked as being available to PAID users ONLY.
3. User does have access, but access has expired
4. User account status is Inactive because they’ve not yet double-opted in
5. User account status is Locked (because they reached the IP login limit, and got locked out of their account)

In all cases, the main place to start troubleshooting is with the Users > Manage page. Search for the user’s email id (who is reporting or experiencing the content-access issue). See what Products they have access to, check their Access Start & End dates, check their account status, etc.

So let’s go over some of the basics, and some more detailed solutions for such issues.

Important Basics

Use two different browsers for testing. Not two different browser tabs, but 2 completely different browsers – like Chrome and FireFox, or FireFox and Internet Explorer. Log in as DAP admin using one browser, and then as a regular user in another browser. That way, you keep the access separate, and your testing will be clean and easy.

If you are using, say, Firefox, you are logged in to DAP admin, and are browsing your blog or trying to access content on your blog, then you will only have access to the content that the admin user has access to. You, as the DAP Admin, DO NOT have automatic access to every product by default. You will have to manually give yourself access to every product you create. And if you want yourself to have “PAID” access, then you have to mark yourself as “PAID”.

That is because, if DAP gave you automatic access to all products, then you will go ahead and protect a blog post, try to access that blog post, and DAP will give you access to that content because you as admin have automatic access to the product. And then you will wonder “Hey, I protected a blog post, but I’m still seeing it.

It’s Probably Not DAP

We realize that your first gut reaction is to blame DAP . That’s what we would’ve done too, if we hadn’t developed DAP.

But please note that whatever issue it is, you can be 99% sure that it’s not a bug. Because access-related bugs are extremely rare. We also do a lot of pre-release testing, then we release a beta version, then we get hundreds, if not thousands of people to try the beta, iron out the issues, and then release the final version to everyone else. So if there were a bug, it would’ve been caught a long time before it gets to you.

So we request you to approach things with an open mind, and try to think through calmly (and logically why a certain user does not have access to a certain piece of content.

Now, on to more specific issues and specific answers…

1) I have protected a blog post as part of a Product. But I can still access it.

Short Answer: If you have protected a post/page/file, try to access it, and are able to do it, then it means you DO have access to it. Now let’s troubleshoot so that you understand the “how” and the “why”.

• Have you protected the page/post by adding it to a Product? If you don’t add it to a DAP Product, the post/page/file won’t be protected.
• Who are you logged in as? As DAP Admin? Or as a regular member?
• Now by logging in as DAP Admin, if you search for this logged-in user by email id or last name on the “Users > Manage” page, you will see that the user probably does have access to the product to which the post belongs
• Are you already logged in a a user who has access to that link?
• Maybe logged in as DAP Admin, who maybe already has access to the Product, which is why you are able to access the link? If so, either log out of DAP, or visit your blog in a completely new browser (if you’re logged in as DAP Admin in FireFox, then visit your blog using Internet Explorer).

2) I have protected a blog post as part of a Product. The User’s account shows as having access to it when I look him up in the DAP Dashboard, but the actual user cannot access it in their browser.

Short Answer: If you have protected a post/page/file, try to access it, and are able to do it, then it means you DO NOT have access to it. Now let’s troubleshoot so that you understand the “how” and the “why”.

• Who are you logged in as? As DAP Admin? Or as a regular member?
• Whoever you are logged in as, make sure that user (admin user or regular user) has access to the product to which the post belongs
• Have you added the post as a “PAID” or as “FREE”?
• If you have marked the post as “PAID”, make sure the user also is a “PAID” user (either there must have been a real transaction, or you must have manually marked him as “PAID”). Because free users cannot access content that has been marked as “PAID”.
• Maybe the user’s access to the product has expired. Check the user’s “Access Start Date” and “Access End Date” for that product. The start date should be current (not be in the future) and the end date should be current (shouldn’t be in the past, which means his access to the product has expired)

3) Free user can’t see protected content

You’ve created a free product with pages or posts that are only accessible to this membership type. The problem is that the users can’t actually access this content.

1. Log into your DAP system and go to the Products/Levels > Manage page.
2. Select your product in the General Settings tab, then click the ContentResponder tab.
3. In the Content Responder tab, you’ll see “edit” hyperlinks beside each of the pages/posts you’ve protected. Click the one for the page that’s causing the problems.
4. The “Drip Settings” popup will open now. In that popup, set “Is Free? (i.e., Accessible toFree users too?” to “YES”.
5. Click Save/Update resource.

4) I don’t want the links to all my protected blog posts showing up on my blog’s home page

Make sure you have “Sneak-Peek” turned off in the DAP Admin Config section. Once you do that, posts that are protected will not be displayed on the home page as well as if someone tried to visit the link directly.

5) Why do I see the “Lock” symbol on my blog’s home page?

It’s possible that you have no published posts (it’s a new blog), or you have probably protected all of the posts by adding them all to a DAP Product.

6) I have protected a blog post, but the entire blog post shows up, with the lock image at the very bottom

This is probably because you have turned on “Sneak-Peek”, but have not inserted the “More” tag into the post/page in question.

• Do you want a part of the protected content (like a “snippet”) to show even for users who are not eligible to access the post or page? If yes, then go to “Setup > Config > Advanced > WordPress Sneak Peek: Show snippets of post (upto the `More` break) even for protected posts?” and change the setting to “Y”, and save.
• If you turn on Sneak-Peek, then you *must* insert the WordPress “More” tag into every single blog post and page that you currently have protected.

So for the above issue, do one of the following…

1) Turn Sneak-Peek to off (set it to “N”)

- OR-

2) Insert the WordPress “More” tag into the post/page.

Doing either one should resolve this issue.

7) Members getting locked out because access end date is in the past

The only time a member’s access end date goes into the past, if their recurring payments are no longer coming in.

Which means, either they have canceled (or gotten a refund), or your membership level’s lifecycle has ended (like, if your Product/Level was a micro-continuity subscription program that lasts only for 6 months).

If the payments are still coming in, their end dates should keep getting extended by DAP automatically.

If payments are coming in, but the dates are not getting extended, then the payment link between DAP and your Payment Processor somehow broke, and you need to visit the Payment Processor integration documentation for your specific payment processor, and troubleshoot why the payments are coming in fine, but DAP is not processing them.

To ensure members’ access does not stop, make sure that their payments do not stop, and the recurring cycles in the product match that of your payment processor. Say, if your payment processor is processing recurring payments every 30 days, then DAP’s recurring cycles (on the Product page) should also be 30. If it’s 31, then DAP’s should also be 31.

Tip: It’s not a bad idea to set DAP’s recurring cycle day to 1 more than your payment processor’s recurring cycle, just in case your payment processor takes an extra day to process the actual payments. So in that case, if you have set your Payment processor to charge every 30 days, you could set DAP’s recurring cycle to 31 (one extra day grace period, just in case the recurring payment does not get processed on time).

I have newly setup DAP. Protected a blog post as part of a Product. But I can still access it, and I am not logged in.

If this is a new site that has just setup DAP, it is possible that the DAP changes that need to go into your .htaccess file at the main folder of your blog in question, didn’t go in correctly.

• Step AA: Open the .htaccess file at the root of your blog, then see if there’s text that looks like this:
  #—– START DAP —–
  RewriteCond %{REQUEST_FILENAME} -f
  RewriteCond %{REQUEST_FILENAME} !-d
  RewriteCond %{REQUEST_FILENAME} !(.*)(\.php|\.css|\.js|\.jpg|\.gif|\.png|\.txt)$
  RewriteCond %{REQUEST_FILENAME} (.*)/wp-content/uploads/(.*)
  RewriteRule (.*) /dap/client/website/dapclient.php?dapref=%{REQUEST_URI}&plug=wp&%{QUERY_STRING}  [L]
  #—– END DAP —–If you see it, then simply open a ticket, and we’ll troubleshoot.
• Step BB: If you don’t see it, then log in as WP Admin, go to “Settings > Permalinks”. Then pick a permalink structure OTHER than “default”. Then save the setting. Even if something other than “default” is already picked, simply hit the save button anyway. That’s when the .htaccess gets updated. Now go to Step AA above and verify the text in the .htaccess file. If it’s still not there, just open a ticket.

9) After a member logs in, they’re unable to view the member page – they get a “Sorry, cannot access” type error.

Some questions to ask that will hopefully lead you to the answer…

• Did you log in as them in a fresh browser and was your experience the same problem? Or is it a user-error on their behalf?
• What product did they purchase?
• Do they have valid “non-expired” access to the product?
• What is the “Logged-In URL” field of that Product in DAP? Is that the right URL to which they should be going to after they log in?
• If so, then is the “Logged-In URL” page or post actually protected as part of that same product that they actually purchased?
• If that field is empty, what is the value of the global setting under “Setup > Config > URL to which user is redirected to, right after log in” field?
• What is the actual URL that they’re “Supposed” to see after they login? If you went there directly, what do you see?

NOTES

1)  DAP Admin does not have access to content by default. You need to give access to the DAP admin to the products in the DAP Manage Users Page.

2)  If a user reports they cannot access content, it could be because their access has expired. So…

a) Login as DAP Admin, go to DAP Users > Manage page, search for user by email id (or other).

b) Make sure they have “valid” access to the product

c) Look at their access start and end dates. If access end date is earlier than the current date then you can manually extend access for legitimate users by clicking on the ‘Modify link’ under ‘Product Access’ in DAP manage users page.

d) Make sure that if it’s a PAID USER, then the user record is marked as ‘Paid or has a transaction Id’ under the ‘Trans Id’ column in DAP manage users page.

Users marked as “FREE” can only access content that is marked as “Free” in the DAP products page -> Content Protection area.

The Basics

There is no such thing as a “Free Product” or a “Paid Product”. A DAP “Product” by itself has no classification (like “Free” or “Paid”).

But the “Content” that is part of this Product, can be either “Free” or “Paid”.

So while you can’t really set up a “Free Product”, but you can create a Product, add content to it, and then say that the content is available for “Free” (meaning, available only to “Registered” members who have registered for “Free”).

Now, let’s see the different ways in which you can use DAP.

Case 1: How to use DAP as an Email List

1. Create and save a Product (a DAP “Product” is same as “Membership Level” same as “Email List”)
2. Just add the Autoresponder email sequence to this product.
3. No need to add any content, because you’re not dripping content, but dripping just emails.
4. Click on the “Direct Signup HTML” link and copy the HTML
5. Publish the HTML on any page of your site, just like you would publish a signup form from Aweber or GetResponse.
6. The form collects “First Name” and “Email” from your visitor
7. Anyone who signs up through this form is given access to that Product, and added as a “Free” user
8. You can continue to drip autoresponder emails on them, and also send them email broadcasts.

Case 2: Free Sign-up. Then Promote Paid One-off Products

1. There are no time limits or trials here. User signs up for free. You continue to promote your products to them.
2. You will need to create 2 products here – 1 Free and 1 Paid
3. Create your paid Product – “Paid Product 1″ as a Non-Subscription product (Is Recurring = No)
4. Set up the content protection, dripping (if any) and emails.
5. Create a new free Product  – “Free Product” – (which contains just free content and autoresponder emails)
6. Use Direct-Signup to signup users for “Free Product”.
7. “Joe Customer” signs up for free through this form, and becomes a free member.
8. Keep dripping free content and emails on them. In the emails, you can promote the sales page(s) for your Paid Product(s).
9. When Joe Customer eventually buys “Paid Product 1″, then now Joe automatically get access to “Paid Product 1″.
10. When you search for Joe Customer’s email on the Users > Manage screen, you will see that Joe now has access to 2 products: “Free Product” and “Paid Product 1″

Case 3: Free Trial with Forced Continuity Forever

1. You offer a 30-day free trial. After trial, subscription payments every 30 days, forever, until they cancel their subscription.
2. Set up a Product in DAP as…
   Is Recurring: Yes
   Recurring Cycle 1: 30
   Recurring Cycle 2: 30
   Recurring Cycle 3: 30
3. You can’t really do a “free” trial. You must charge at least 1 penny ($0.01) [because otherwise, Paypal (for instance) doesn't send the right information in the IPN. And credit card processors won't even validate the credit card if you try to charge $0.00, so when it's time for the subscription to be charged after a month, you will see a lot of declines and rejected cards].
4. Set up your buy button (in Paypal, ClickBank, 1ShoppingCart, etc) to match the above subscription set up in DAP (from Step #2 above): A $0.01 trial for 30 days, then recurring payments of $X every 30 days, forever (never ends).
5. Make sure you use the same Product Name in both DAP and in your buy button.
6. Publish the button on your sales page. When someone clicks on the button and signs up (you’ve already set up the payment processor integration during setup), DAP will automatically give them access to this product for 30 days (Recurring cycle 1).
7. After 30 days, if subscription payment comes in as scheduled, then the user’s “Access End Date” is extended by another 30 days. So they will get access to all the dripped content from Day #31 to Day #60.
8. If user cancels before the trial is over (or their subscription payment fails for some reason), then their “Access End Date” stays the same, which means it automatically expires.

Case 4: Paid Monthly Recurring Product with No Free Trial

1. Create a Product in DAP as…
   Is Recurring: Yes
   Recurring Cycle 1: 30
   Recurring Cycle 2: 30
   Recurring Cycle 3: 30
2. Set up your buy button (in Paypal, ClickBank, 1ShoppingCart, etc) to match the above subscription set up in DAP (from Step #1 above): Instant payment of $X + Recurring payments of $Y every 30 days, with an forever (never ends).
3. Make sure you use the same Product Name in both DAP and in your buy button.
4. Publish the button on your sales page. When someone clicks on the button and signs up (you’ve already set up the payment processor integration during setup), DAP will automatically give them access to this product for 30 days (Recurring cycle 1).
5. After 30 days, if subscription payment comes in as scheduled, then the user’s “Access End Date” is extended by another 30 days. So they will get access to all the dripped content from Day #31 to Day #60.
6. If user cancels before the trial is over (or their subscription payment fails for some reason), then their “Access End Date” stays the same, which means it automatically expires.

Case 5: All Free Content, Available only to “Registered” Members, Dripped Content

1. You wish to make all of your content available for free, but users must “Register” first (i.e., sign-up using their email id) so that you can continue to send them emails and drip content so that they don’t get it all on day #1 and then un-subscribe from your list.
2. Create a Product, say, called “Marketing Tips”.
3. Set “Is Recurring” to “N”.
4. Add content to this product (blog posts, files, etc). Set up the drip for this content (day #1, day #7, etc)
5. Set up email autoresponders, if any, and add to this product.
6. Click on “Direct-Signup HTML” on the Product page, copy signup-form HTML, publish on any page of your web site.
7. “Joe Member” signs up for free through this form, and becomes a free member.
8. DAP will keep dripping free content and emails on members.

Case 6: All Free Content, Available only to “Registered” Members,All available Day 1

1. Almost everything is the same as Case 5 above.
2. Except when you set up the dripping, set all of your content to be available on Day #1.
3. So when user signs up through your squeeze page, they have access to all of the content right away.

Case 7: Packaging Same Content In Different Ways

So you would like the ability for a reader to buy access to a single blog post, or purchase a “Day Pass” to view all posts, or purchase a “Month Pass” or even a “Annual Pass”.

Here’s how you would do it:

1) Create a separate product for each scenario. So you end up with 4 Products:

i) “Single Post“: Has just one blog post as part of it

ii) “One-Day Pass“: Contains all blog posts, dripping for all set to start on Day #1, and also end on Day #1 itself

iii) “One-Month Pass“: Contains all blog posts, dripping for all set to start on Day #1, and end on Day #30

iv) “Annual Pass“: Contains all blog posts, dripping for all set to start on Day #1, and end on Day #365

Create 4 buy-buttons and publish them all on your sales page. Whichever product your reader purchases access to, DAP will automatically give them access to all of the content within that product, and drip it on them just the way you have set it up.

Case 8: Selling An Ebook/Report/Zip/Doc

So you would like the ability for a visitor to buy your ebook/PDF/report

Here’s how you would do it:

1) Create a separate product for your ebook – call it “Super-Duper-Report” .

2) Create a single WP page/post that has some copy about the ebook, and then directly links to the ebook from the page/post itself.

3) Protect both WP page/post as well as the direct link to your ebook on your server (like http://YourSite.com/wp-content/uploads/super-duper.pdf) as part of the product from Step 1.

4) Set the “Logged-In URL” for the Product to be the WP page that talks about and links to the ebook.

5) Create buy-button for DAP Product, and publish it on your sales page.

Case 9: Upgrading From Lower-level to Higher-level

So you would like the ability for a member to upgrade from one membership level to another (lower level to higher level – eg., Silver to Gold).

Please note that if a member is already subscribed via, say, Paypal, and their subscription is already stored as say 9.99 a month, then there’s no way to automatically upgrade them to another level that requires a payment of $19.99. There’s no way to modify the stored monthly amount in Paypal from 9.99 to 19.9 – Paypal won’t allow you to modify stored subscriptions.

So your only option is to get them to sign up newly for the higher-level, and then cancel their subscription to the lower level. Or if you’re using say a payment gateway like Authorize.net, then you can log in to your merchant back-office, and modify the subscription to start charging 19.99 going forward. That’s one of the greatest flexibilities offered by having your own merchant account.

Case 10: Selling New Product To Existing Members

So you would like the ability for an existing member/buyer to buy a new product from you (one-time or subscription).

This is exactly the same as when you set up the first product. No difference. Somewhere near the buy button, just let them know to use their existing member email during the purchase, if they’re a current member, that’s all.

As long as they use the same email id from their existing DAP account, then DAP will simply add the access to the new product to their existing account once they’ve purchased it.

Case 11: “Magazine Subscription” Model

You want to deliver content as if it were a monthly magazine. Only those who were in for that month, should be able to access that month’s content, and keep access to that content going forward.

You want to set up content to drip for a month.

So, for example…

a) For the month of April, you want only those who joined in April to get access to April’s content and onwards (if they stayed on, of course).

b) Those who joined any time in May should only get access to May content and onwards (but nothing before May).

So here’s what you do…

1) Make sure you set “Setup > Config > Advanced > Give access to previously paid for content” to “Y”.
2) Then, for each piece of content, you would set You also set up actual access start and end dates (note: “dates”, not “days”).

Then, for a post, you would set up…

Start Date: 04-01-2011
End: 04-31-2011

That way, anyone who joins in the month of April, will get access to April content now and onwards.
But anyone who joins on or after 05-01-2011, won’t get access to April content, but they’ll get access to May content now and onwards.

Creating a new site (WP) where I would like the ability for a reader to
buy access to
a single blog post,
or purchase a "Day Pass" to view all posts,
or purchase a "Month Pass" or even a "Annual Pass".

(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.

• Log in to DAP Dashboard and go to the “Products/Lists” page.
• Select the product to which you want this blog post/page to be a part of
• Scroll down to the “ContentResponder” section
• On the left, you will see a list of blog posts & pages that have been published (if you scroll down in the window where the list of “posts” show, you will also see list of “pages”)

• Select one or more (hold Ctrl + Click to select multiple)
• Click on “Add Selected Posts/Pages” to protect the posts/pages.
• The post(s)/page(s) will now show up on the right-hand side of the box.
• Click on “edit” next to each link to configure dripping for individual posts/pages.

DAP can process Paypal payments using Paypal IPN (Instant Payment Notification).  All you need to basically do is to enable IPN within your Paypal account and create your Buy button with a few extra parameters. It’s all explained below.

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.

Video 1: Introduction – Paypal Hosted Buttons

Video 2: Setup – Paypal Hosted Buttons

Video 3: Testing – Paypal Hosted Buttons

1. Enable IPN within your Paypal account.

Follow this post to enable IPN first, and then come back here to this post.

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

• Log in to your Paypal account
• Click on the “Merchant Services” tab
• From under the “Create Buttons” section, choose any one of the following links based on the type of product you wish to sell.
  * Add to cart (for multiple-item purchases)
  * Buy now (for one-time products)
  * Subscribe (for subscription-based recurring products)
  
  That will bring you to the actual button-creation page.
• “Item Name”
  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, which means no account will be created for your new member.
• 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.

4. Copy the HTML code for this button

5. 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.

If you’re using 1ShoppingCart or 1SiteAutomation.com (our private label of 1SC), if you want your users to be automatically logged in to their DAP membership area upon completion of purchase, then refer to this documentation on how to setup Login Xpress with 1ShoppingCart.

If you only sell one-time products, then the 1SC Login Xpress is the only thing you will need to integrate DAP and 1SC.

However, if you sell RECURRING products via 1SC, then you need to set up the email parsing of orders to allow DAP to process recurring payment notification from 1SC, as described below.

The reason for this, is that 1ShoppingCart, while very robust as a cart, does not trigger payment notification messages on the backend (like Paypal can do with IPN) when recurring payments comes in for a member.

So, we at DAP have created an exclusive “Email Order Processing” feature, where DAP will log in to your billing email inbox (where your 1SC email notifications come in) and then check your emails as if it were your personal assistant, and then process any orders that match your DAP Product names.

That is how DAP is able to do automated processing of Cancellations and Failed Recurring Payments.

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

Setting Up “Email Parsing”

Basically all you will be doing here is telling DAP where your payment notification emails from 1SC come in, and how to go fetch those emails so the recurring payments can be processed automatically, without you having to lift a finger.

1. Log in to your 1SC account. Then go to “Setup > Orders”. Copy the email id that you have entered into the “Order Notice Email – Primary Destination” field. Please note that 1SC DOES NOT send recurring billing notifications to the email id in the “Secondary Destination”. So be sure you use the email id from the “Primary Destination” field.

So let’s say you have set the primary destination email currently, to point to say ‘billing@yoursite.com’. Now make sure that the emails in your billing@yoursite.com inbox remain in ‘Unread‘ status, because when DAP logs in to check your recurring notifications, it will be looking at only Unread emails. It will not touch the ones that are already read.

2. Go to DAP Admin Dashboard > Setup > Config > Payment Integration .

3. On this screen, configure the following fields…

Email Server Where Order Emails Come In : mail.yoursite.com

Email Server Protocol (pop3/imap) : imap (no need to change this)

Email Server Port : 143 (probably won’t need to change this)

Email Server Protocol (ssl/nossl) : nossl (probably won’t need to change this)

Email Server User Name : billing@yoursite.com (enter email id copied from Step #1 above)

Email Server Password : yourpassword (the password to your email inbox for the above email address)

That’s it as far as setup is concerned.

Additional Notes

4. 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” in your 1SC product name.

5. During installation, a Cron job (dap-emailorder.php) would have already been set up in your web hosting cpanel, to run every 10 minutes. So, every 10 minutes, DAP will automatically check the email id specified in Email Server User Name (the email id from Step 1).

If there is a payment notification (first time or recurring payment) for a product name that matches a product name in DAP, then it will automatically add that customer to DAP as a member if they’re a new member, or if they’re an existing member and it was a recurring payment notification, then DAP will “extend” their membership access by a month (or whatever your recurring cycle is), so that they will continue to get access to your membership site until the next payment comes in.

Testing

Try out some test purchases first. Make sure you try out the full purchase and full user experience, end-to-end.

WARNING 1: If you ever change the name of your product in 1ShoppingCart, or within DAP, make sure that both DAP and 1SC Product names are in sync.

WARNING 2: Do not use SKU in 1SC while defining the product. DAP will not parse the emails correctly if you use SKU.

More: Troubleshooting 1ShoppingCart Integration