Entries Tagged 'Setup' ↓

Forum Integration

DAP currently integrates only with WordPress-based Forums – like bbPress, Simple:Press, etc.

What this essentially achieves, is that once your forum plugin has been integrated with DAP (explained below), anyone who is a member in your DAP-powered membership site, will also be automatically be logged in to your forum when they log in to your membership site.

So they won’t have to log in twice [like, once into DAP and once into your forum].

Here’s how you set up the DAP/forum integration.

  1. Download the 3rd party wordpress forum plugin
  2. Install it as per their instructions. We don’t support the installation or setup of the forum plugin itself.
  3. Log in to your DAP Admin Dashboard and click on “Config > Advanced”.
  4. You have two settings on the page that applies to forum integration:
    Sync DAP User data and WP User data
    Sync WP data only for PAID users“.(Both are explained further below.)
  5. Pick “Y” or “N” for each of them, and you’re all set.

First, a quick explanation of both settings.

1) Sync DAP User data and WP User data

If you turn this to “Y” (for “Yes”), then every time someone logs into DAP, they’re automatically logged into WordPress too (with a “User” role). And because they’re logged into WordPress, that means they’re also logged into your forum (because you are using a WordPress-based Forum Plugin which already integrates with your WordPress blog.)

2) Sync WP data only for PAID users

This one matters only if you have set (1) above to “Y”.

So once you have decided to turn on the DAP/Forum plugin integration, then if you want only your “PAID” members to have access to the forum, then set this to “Y”.

If you don’t care about both FREE and PAID users accessing your forum, then set this to “N”.

DAP Scenarios (Use Cases)

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 Signup. 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.

Modify Content Under Padlock

When your visitor encounters a “Sorry, you’re unable to access this content” page that has the DAP Padlock image on it, you can customize the text that shows up below the padlock by doing this:

customerror

1) Open the file error.php that is stored in the /dap/inc/ folder.

2) RENAME it as (or COPY it as) customerror.php.

3) You can put ANY kind of HTML content within this. Images, javascript, css,, buttons, text, whatever. Any HTML can be used in this file.

4) Upload this new file customerror.php back to same folder /dap/inc/

5) error.php doesn’t matter any more. Whether you delete it, or just leave it alone, the fact that there is a customerror.php file in the same directory means that DAP won’t even bother about error.php any more.

6) Future updates of DAP will not touch your customerror.php file. So updates or upgrades will not mess with your custom error page copy.

Free Installation

How to get DAP installed for FREE!

Go to http://www.DigitalAccessPass.com/support/ , open a ticket, and enter the following information in the ticket (after filling in the blanks, of course :-)

Your Email Id Used During Purchase: __________
Domain name: __________
FTP Host name: __________
FTP Username: __________
FTP Password: __________

Link to Your WordPress Blog: __________
WordPress Admin Username: __________
WordPress Admin Password: __________

Which one of these Payment Processors do you wish to use to accept payments for your membership site?
(Paypal/1Shoppingcart/ClickBank): ______________

Web Site Control Panel Info (to create cron jobs):
Control Panel Link: __________
Username: __________
Password __________

Merge Tags in WordPress Posts

Here are the merge-tags that you can use in your WP posts, and what they mean.

%%MSG%%

1) Create a WP “page” with the slug “error”, and it can be accessed at http://YourSite.com/error/

2) In the body of the page, put the text %%MSG%% – followed by whatever copy you want.

3) Enter the URL from Step #1 on your “Products” page, in the field “Error Page URL”

4) Logout of DAP, and log back in for the changes to take effect.

Impact: When someone tries to visit a link that has expired, or a link that they don’t have access to, they will be redirected to the above URL, and the system error message will be shown where you put in the merge code %%MSG%%.

%%SALES_PAGE_URL%%

This text in your blog post/page content, will be replaced by the “Sales Page URL” field from the Products page.

%%AFFDETAILS%%

This will be replaced by the entire Affiliate section from the default home page at YourSite.com/dap/

%%USERPROFILE%%

This will be replaced by the user profile from the default home page at YourSite.com/dap/

%%USERLINKS%%

This will be replaced by the user links section (the list of what products and what links user currently has access to) from the default home page at YourSite.com/dap/

%%FIRST_NAME%%

This will be replaced by the first-name of the user.

%%EMAIL%%

This will be replaced by the email id of the user.

%%MEMBER_HOME_PAGE%%

This will be replaced by whatever is in “Config > Advanced > URL of your User-Profile page”

%%AFF_LINK%%

This will be replaced by the raw affiliate link of the member. If you want it to show up as a link in your blog post, use it like this:

<a href=”%%AFF_LINK%%”>%%AFF_LINK%%</a>

Login/Logout Widget

DAP has a Login/Logout Widget that you can use in any widget-ready theme.

Log in as WP admin, and look under “Appearance > Widgets”.

You’ll see the widget. Drag this widget on to any customizable part of your theme.

The widget puts the DAP login form right on your sidebar.

When a user is not logged in, they will see the login form.

When they are logged in, they just see a “Logout” button.

How Do Members Get Added To Your Membership Site

(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

dap-direct-signup

Fig 2. Form HTML that you get on clicking the Direct Signup Link


dap-direct-signup-onclick

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.

Logout Link

If you use the default member’s area – http://YourSite.com/dap/ – then this page already has a logout link at the top.

But if you are putting the entire member’s home page component within your wordpress blog, then you need to create your own link and publish it in your sidebar (or wherever you choose to).

Here’s the link for logging out of the member’s area:

http://YourSite.com/dap/logout.php

Replace “YourSite.com” with your actual site name, of course.

And then publish the above link anywhere on your blog – sidebar, top menu bar, etc.

Protecting Files

A) Protecting Files Within WordPress

The fastest way to protect files is to upload them to your wordpress blog when you are writing a new post. All such files will be stored in a folder called “wp-content/uploads/….”.

Alternatively, you could also upload files directly using FTP, to the “wp-content/uploads/” folder and DAP is configured right off-the-shelf to protect any file inside the “wp-content/uploads/” folder.

B) Protecting Regular Web Site Files Outside of WordPress

1. Go to the following directory within the “dap” folder on your desktop:

dap > client > website

2. Open the .htaccess file in this folder.

3. In your web site’s root folder (where you have your home page – index.php or index.html)…

i) if you already have an existing .htaccess file., then open it and COPY the text from Step 2 above and PASTE it at the very end of this file.

ii) If there is no .htaccess in your root folder, then simply copy the file from Step 2 to your web site’s root folder.

That’s it.

TESTING:
Now add the link to your non-wordpress file to DAP from the DAP Admin Control Panel.

Then, open a different browser (not different window – a totally different browser – like, if you’re logged in as DAP admin in FireFox, open IE)  and try to access your file directly and see if DAP redirects you to the login screen.

If not, take a deep breath – it’s NOT DAP :-)

It’s just that you missed something (or screwed something up ;-) .

Revisit the steps above, and if you still can’t figure it out, you might want to think about uploading the file to wordpress (see Section A above) .

But if you’d rather get this working, then just open a support ticket, and we’re standing by to help you :-)

That’s it!

Protecting Blog Posts (Quick Start)

  1. Go to your blog. Copy the “permalink” of one of your blog posts.
  2. Go to DAP > Admin > Products screen.
  3. Scroll down to the “Add Files To File Sequence” section.
  4. Paste the permalink in the Add a full URL text box on the left, and click “Add URL”.

That’s it.

Go back to your blog and refresh the page. You should no longer see the blog post you just ‘protected’.