Entries Tagged 'User Status' ↓

Cancellation or Refund Requests

The question

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

Cancellations

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

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

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

Refunds

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

What Next For DAP Admin?

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

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

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

Also see: Cancellations & Refunds

Importing Users In Bulk Into DAP

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/admin/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.

Unlocking Users

DAP has a feature where if a user logs in from more IP addresses than you’ve configured (default: “5″), then his account automatically gets “Locked”, and both he and you (the admin) will get an email stating that the user’s account has been locked.

And you could then unlock them yourself, or wait for the user to send you an email and ask to be unlocked.

Either way, here’s how to “Unlock” Users:

  1. Search for the User by email on the “Users > Manage” screen
  2. Click on the name. You are now in “Edit User” screen where you can see the user’s full details
  3. Next to user’s name, you will now see a button called “Unlock User” (You will see this only if the status of the user is “Locked”, and won’t see it for other regular users).
  4. Click on the “Unlock User” button. That’s it.

When you click the button, the user’s login records are deleted, and the previously recorded IP addresses are deleted.

So he basically starts with a new count.

If you want to configure how many different IP addresses a user is allowed to login from, do it on the “Config > Advanced” tab.