Entries Tagged 'Users' ↓

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.

Removing User Access To A Product And Deleting Users

Removing User Access to a Product

1. First search for user in the “Users > Manage” screen.

2. At the end of the user’s row of information, you’ll see a link called “Remove”.

Every time you click on “Remove”, the user’s access is “rolled back” by a month (or the recurring period of the product). So if they have been a member for 3 months, then the first time you click on “Remove”, the user’s access is rolled back by 1 month, so the user now has access to your content for 2 months. So, two more clicks on “Remove” and the product is completely removed from the user’s account. We realize this is a little bit of an inconvenience when removing large number of users from a product, so in the next release, we will be adding a feature that makes it easier.

Deleting users

If you wish to completely remove the users from your database, then check the checkbox next to the user’s row, and then in the upper right hand section, click on the “Go” button next to the text “Fully Delete Selected Users from the database”. That should do it.

How To Directly Sign-up Affiliates

How to directly sign up Affiliates without them having to buy a product

You can use a feature of DAP called “Instant Affiliate” where you send your affiliates this link:
http://YourSite.com/dap/e/?e=EMAILID&fn=FIRSTNAME

… and ask them to substitute EMAILID with their email id, and FIRSTNAME with their first name.

And when they visit the modified link, they will automatically be signed up as an affiliate.

————————

In fact, they can even skip the first name, in which case the link becomes:

http://YourSite.com/dap/e/?e=EMAILID

NOTE 1: They can use the same link to not only signup as a new affiliate, but also continue to use this as their final affiliate link that they can start promoting right away and start sending you affiliate traffic.

NOTE 2: Also remember that in this case they will be signed up using “NoName” as their first name, which they can always change later on the user profile screen.
When you do #2, they will get an account in DAP but not be associated with any product. So it will be hard to send just the affiliates an email.

NOTE 3: When affiliates sign up directly using this method, they will NOT be associated with any “Product” and will show in your “Manage Users” screen with access to NO product at all.

Of course, they can always go on to purchase a product from your web site, and if they use the same email id, then the product(s) they purchase will be associated with the same email address and will be added to their existing account, and NO new account will be created for them.

————————

Your affiliates can take this one step further and redirect their visitor to any page on your web site (or any web site, for that matter) after setting the affiliate cookie. Just add the text “&p=URL” at the end of the above affiliate link.

So, the link with redirection will look like this:

http://YourSite.com/dap/e/?e=EMAILID&p=URL

Replace the text URL with any link (like http://YourSite.com/anypage.php). So it would look like…

http://YourSite.com/dap/e/?e=affiliate@somesite.com&p=http://YourSite.com/anypage.php

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.

Editing a User’s Details

Go to “Admin > Users – Manage” screen.

Search for the user whose details you wish to edit. If you simply hit “Search” on this screen without changing any of the search parameters, then all users in the system will be displayed below.

The name of every user is a link, and clicking on this link will take you to the “Users – Add Edit” screen, with the user’s details already filled out.

You can change modify any of the user’s information here, including the password.

Adding a User to a Product

In DAP, to add a new a user to your site on the backend, you must give the user access to some product – any product.

What that means is, that you just can’t create stand-alone new users who have no access to a product.

So, to add a individual user to a product, go to “Admin > Users > Add/Edit”.

In the “Add New Single User To Product” section of the page, you can select a Product, then using just a first name and email address (last name is optional), you can add the user to the product.

If you do not check the “Mark as Paid” box, then the user is added as a “Free” user by default. Which means she won’t have access to any content within that Product that you have marked as “Paid”.

You can also mark a user as “Paid” from the “Users > Manage” screen.

More about how Users get added

Payment Processing Via Email

DAP Currently works with Paypal, ClickBank and 1Shoppingcart (and all private labels).

[For Paypal, DAP has a Paypal IPN Plugin]

Keep reading if you are processing payments through 1ShoppingCart or ClickBank.

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

So here’s how it works:

1. Go to DAP Admin control panel, go to “Config” screen and click on the the “Payment Integration” drop down. Basically all you are actually doing, is to tell DAP where your payment notification emails from ClickBank/1SC come in.

2. On this screen, put in your smtp server name (eg., mail.yoursite.com), billing email address (eg., billing@yoursite.com) and password.

3. Set up your sales page as you would normally do when accepting payment through ClickBank or 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 cart  or CB product name.

4. During installation, a Cron job was already set up to run the “Payment Processing Job” to run every 10 minutes. So, every 10 minutes, DAP will automatically check the “billing email address” that you specified in your “Config” (step 2) and if there is a payment for a product name that matches the product name in DAP, then it will automatically add that customer to DAP as a member.

Try out some test purchases first. For instance, take an existing CB notification email, change name and email (to your own name and email id), and then send it out by email to your own billing email address (as if you are ClickBank, notifying the billing email of the purchase).

That’s it!

NOTE: If you ever change the name of your product in your shopping cart or on your web site, make sure to change the product name to the new one within DAP also.

Changing A Password

If you want to change the password of a user, then just go to the Users > Manage link, search for either that user (if you know her email id), or search for all users. See more about searching in another post.

Then click on the “Name” of the user, and you will go to the “Edit User” screen. There you can change the user’s password.

If you are the admin and looking to change your own password, then you can do the same as above (as the “admin” is also a user in the system, except with the user type “admin”).

Or you can go to “User Home” and click on “Edit Profile” and change your password there.

Now the “User Home” is the page that all your users would see when they are logged into your members-only area powered by DAP. So, we’ve basically provided you, the admin, a way to see what they see, when you visit the “User Home” page.