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Creating Member Profile, My Content & Affiliate Sections within WordPress

Creating Your “Member’s Area”

DAP has 4 main Member-facing pages (the rest of your content is all standard WordPress pages and posts and categories, along with your media – like Videos, PDF reports, etc.):

  • Login page: This is where your members would log in at. (You, the DAP Admin don’t have to log in from here – you can log in to DAP admin when you log in to the WordPress admin dashboard.) This member login page can be either a stand-alone log in page (if you put the tag on a separate page), or it can be a a login form on the sidebar (that turns in to a logout button once they log in).
  • My Content: This section shows all the products that the member has purchased or signed up for. This is the page that shows the links newly appearing as and when they are dripped on the member.
  • My Profile: This shows all of the user profile fields – like first name, last name, email, password, address, etc. They can change all of their contact information on this page.
  • Affiliate Info: This shows members their own personalized affiliate link, their link-referral stats, commissions earned, commissions paid, etc. If you want to make this page even more useful, you can add banners and emails and promo copy that the affiliate can simply copy/paste and send to their list.

So basically, only 4 “member” pages as far as DAP is concerned.

And all of these can be created right within your WordPress site, within a WP Page, so that they take on the exact same look & feel as your web site.

  • Login” page: Use [DAPLoginForm] (responsive)
    (used to be %%LOGIN_FORM%%)
  • My Content” (shows the user’s own products): Use [DAPMyContent] (responsive)
    (instead of the old [DAPUserLinks] or %%USERLINKS%%)
  • “My Profile” (username/password): Use [DAPUserProfile] (responsive version coming soon)
    (used to be %%USERPROFILE%%)
  • “Affiliate Info” Section: Use %%AFFDETAILS%% (responsive version coming soon)

Login Page within WordPress

Now DAP already provides you with a built-in, out-of-the-box login form, at YourSite.com/dap/login.php . But if you want to put this form “within” your WordPress blog, so as to give your login form the same Look & Feel as the rest of your blog, then do this…

1) Create a WordPress Page (not “Post”) with the text [DAPLoginForm] in the body of the page, and a title of say, Login, and save the new page. If you used the text “Login” for the title, then the actual link to this page would be YourSite.com/blog/login

2) This page now shows up as “Login” along with the rest of your “pages” on your blog.

3) Go to DAP Admin > Setup > Config . Scroll down to the field Login URL.

In the text box, enter the full link to your login page from Step 1:
http://YourSite.com/blog/login/

Or if your blog is in the root, then…
http://YourSite.com/login

That’s it! When someone clicks on the “Login” link that now shows in your “Pages” menu, they will now see a nicely formatted login form.

Related: Where is the Logout Link?

Creating The Member’s Area

  • My Content” section – use the merge tag [DAPMyContent]
  • “My Profile” (username/password) – merge tag [DAPUserProfile]
  • “Affiliate Info” Section – merge tag %%AFFDETAILS%%

Create a separate page for each of the tags.

Creating a “My Content” Page within WordPress

This is the page that shows all of a member’s content details – like what products the user has purchased, what are the access start and end dates for that purchase, and all of the content within each product – all separately organized.

To create such a page, simply create a WordPress “Page” (not ‘post’) with the title “My Content”  (for example) and within the body of the page, enter the text [DAPMyContent] and save the new page. Now if you visit the page, and you are logged in, it will show you something similar to the image below.

And if you gave this page the title of “My Content”, then the actual link to this page would be YourSite.com/blog/my-content/

Starting DAP 4.8, this tag generates a responsive template. See the full details at http://www.digitalaccesspass.com/blog/2015/03/responsive-login-templates/

Creating a “My Profile” Page within WordPress

This is the section that shows the user’s profile information, where they can change their name, email id, address and other details.

For this, create a WordPress Page (not ‘post’) with the text [DAPUserProfile] in the body of the page, and a title of say, User Profile (or) My Profile and save the new page.

If you used the text “User Profile” for the title, then the actual link to this page would be YourSite.com/blog/user-profile/


Creating an “My Affiliate Info” Page within WordPress

This is the page that shows your users their affiliate link (which is instantly created for them upon purchasing any product on your site), link clicks, referrer details, earnings and payments.

For this, create a WordPress Page (not ‘post’) with the text %%AFFDETAILS%% in the body of the page, and a title of say, Affiliate, and save the new page.

If you used the text “Affiliates” for the title, then the actual link to this page would be YourSite.com/blog/affiliates/

That’s it!

Now if you want to make the affiliate page more powerful by creating a “ready-made affiliate toolbox” for your affiliates, then see this: Creating an Affiliate Toolbox

Click Here to Leave a Comment Below 47 comments
Ben - August 30, 2009

Is it possible to prevent these additional pages, e.g., Your Links, User Profile, etc, from appearing on the page menu unless the user is logged in?

Have tried adding the URL to a product which does ‘protect’ the page but the link still appears on the page menu.

Thanks,
Ben

Reply
Ravi Jayagopal - August 30, 2009

Ben,

In this current version, you cannot prevent the links from appearing on your “Pages” menu.

In a future version, you should be able to do this. I have a plugin feature for this on the to-do list.

– Ravi

Reply
Ben - August 31, 2009

Any idea when this might be available? We don’t want these additional pages to appear on the sales (home) page of the site for non-members so won’t be able to use this feature until they can be hidden.

Thanks,
Ben

Reply
Christina - September 20, 2009

Hi Ben,

There is a plugin you can use that gives you complete control over your WordPress page links. You can choose which to show and in what order. It’s a GREAT plugin.

You can read about it here – http://wordpress.org/extend/plugins/lj-custom-menu-links/

That may help your situation. It won’t show the links once someone logs in, but maybe you can set up a special “hidden” page that users are redirected to once they log in through DAP.

Christina

Reply
Mark - November 15, 2009

Ben,

What I’ve done is made the Member Profile page (I call it “My Account”) a child to the parent page of Login (link for “My Account is merely “/dap/”). So it only appears as an option when user hovers over the Login link. It will not be accessible unless the user has permission/logged in, and so does not really clutter the sales page/ sell area of your site. In fact, I prefer a prospective customer to see that there is a member page/client area. I think it shows you as more professional and organized. At any rate, here’s how I’ve done it:

http://lifestoryworkshop.info/login/

Reply
Manuel - January 27, 2010

Hi all,

I use a single page “members” and then I post the three commands within that same page. Like this:

%%USERPROFILE%%
%%USERLINKS%%
%%AFFDETAILS%%

That way the user gets all his info on the same place. It still shows the “members” page at the menu, but it lets your visitors know that there is paid content.

…just my 2 cts!!

Manuel

Reply
Peretz - February 14, 2010

Hi Ravi –

I’ve noticed that when I separate out the %%USERPROFILE%%
%%USERLINKS%%
%%AFFDETAILS%% into three separate pages on my site, the input and display fields for USERPROFILE get shortened to 10 characters.
On my AFFDetails, the affiliate links and redirects are shortened as well.

I’m using Thesis Themes but I don’t think it’s my custom CSS that’s causing this. Any ideas?

Thanks

Peretz

Reply
Amy - February 16, 2010

Another plugin that excludes pages from menus: http://bit.ly/FaOHL

It works very well, on the page you’re creating just deselect a box that says “include this page in user menu” and your page will not show up in the menu.

Reply
Frederick - February 19, 2010

Ravi what i would really like to see is an affiliate link tag that i can use to create my promo tools section. If you know how butterfly marketing works you know what i mean.

You are doing pretty much the same autogenerating affiliate ID for every user, the only thing is missing is the ability to pre-made promotional emails, blog posts, banners and stuff with affiliate ID built inside.

If could be possibile to insert {aff_link} or {aff_link}&p=http://yoursite.com/somepage.html in the promotional materials this could be awesome.

Reply
Ravi Jayagopal - February 19, 2010

Fred,

You can already do this with DAP 🙂

You can use the merge tag %%AFF_LINK%% in your emails.

You can also do %%AFF_LINK%%&p=/somepage.html

– Ravi Jayagopal

Reply
Frederick - February 19, 2010

I love you Ravi! 😀
Haven’t see the %%AFF_LINK%% tag

Now i have to make it work with custom_functions.php in thesis.

Reply
Ryan - March 10, 2010

I am trying to change the size of the affiliate page (it is too big for my template). I have changed the size of the table and it edits the upper part to fit, but the lower section remains the same size. How do I change this to fit? Thank you!

Reply
Ravi Jayagopal - March 10, 2010

Ryan,

Ideally you shouldn’t try to modify the code, as a future upgrade will wipe out your changes.

Just create a new, wide, page template and use that for your affiliate page.

– Ravi Jayagopal

Reply
Ryan - March 10, 2010

Yeah, unfortunately I am not great at WordPress yet so do not know how to mess w/ the settings for just that page. Will give it a go, but would be nice if there was a simple way to edit the width of the affiliate page.

Is there an easy way to get the sidebar off of just one page w/ WordPress, would be an easy fix as it would then fit your affiliate template.

Reply
Dora Tarver - March 26, 2010

Hi

How do I create an affiliate page for “Instant Affiliates” who are not members?

I read the “Instant Affiliates” information and see how to create a link that I give them but what if they are not members? How can an “Instant Affiliate” view their stats?

Thank you,
Dora

Reply
George Tran - May 13, 2010

Ravi

If I am using your upsell plugin for Authorize.net…I need to allow my users the following functions:

– Update their credit card info
– Cancel their membership

I can’t see any options to do this on DAP (from the user side). I can see that I can suspend their “active” status…thus discontinuing their recurring on the member management screen on the admin.

Please advise. Thanks.

Sincerely
George

Reply
Ryan - May 13, 2010

I agree these features would be great to see in an update.

Reply
Lex - July 20, 2010

Hi Ravi,

I’m a new user. I’m wondering if it’s possible to update the static content of %%USERLINKS%% and %%USERPROFILE%%.

For example, I’d like to change or eliminate the static text “User Profile” at the top of the %%USERPROFILE%% form. How would I do this?

Thanks.

Reply
Jason - September 22, 2010

Is there a tag to just display the content/links that a member has access to on any given day?

Example:

John signs up on day 1
John gets access to 3 files on day 1
John gets access to 4 more files on day 7…but John doesn’t know about them…until we send him an email saying he does.
Dap is configured to give him access to the 4 new files on day 7.

I am trying to figure out if there is a simple tag that shows only the content/files specified for the product he has access to OR if I have to start figuring out how to query the DB for this.

Thanks,

Jason

Reply
Veena Prashanth - September 23, 2010

No such tag currently but we will try to make it available with DAP 4.0 – 2 months away.

Reply
Skip - November 1, 2010

Is there any way to do second-tier affiliates in this plug-in?

Reply
Ravi Jayagopal - November 1, 2010

Skip,

We’re working on the 2-tier (actually, “N” tier – as many as you want) module, and it will be part of DAP v4.0 which will come out towards the end of November.

Reply
Darren - November 14, 2010

Hey, I’m wondering if it’s possible to add the User Links into a widget? How would one do this?

Reply
Veena Prashanth - November 14, 2010

We do not have this feature yet but we will soon provide DAP widgets that will show what content is set to drip out and the product/content that the user already has access to.

Reply
Stephen - November 16, 2010

ETA ? 🙂 We do not have this feature yet but we will soon provide DAP widgets that will show what content is set to drip out and the product/content that the user already has access to.

Reply
Veena Prashanth - November 16, 2010

DAP 4.1 – due in 3-4 months from now.

Reply
Molly - November 20, 2010

Hi Ravi and Veena~

I hope that all is well with both of you :). I’m sure you’re working hard on 4.0…I can hardly wait for it (especially the ability to add hidden variables to the HTML signup form for use in the email autoresponders…that’s going to be a game changer for me!).

In the meantime, I need to edit the contents that appear when I use the %%USERPROFILE%% and %%USERLINKS%% tags in a WordPress page. I realize that new versions of DAP will overwrite my changes and that I’ll have to change them again, but I really need to make the changes in order to make DAP work for my current project. Can you please tell me which files control the content that is displayed when these tags are used? I think I’ll be able to figure out editing them…just need to know where to look!

Thank you so much!

M

Reply
Veena Prashanth - November 23, 2010

Hi Molly,

You can find these files in the /dap/inc/content folder.

Reply
Molly - November 23, 2010

Awesome…thanks, Veena. Have a great Thanksgiving!

Reply
TheNightOwl - January 24, 2011

Hi Veena & Ravi

What if I’m using DAP on a non-WP site?

Thanks!

Reply
Veena Prashanth - January 24, 2011

Edit /dap/index.php

Reply
TheNightOwl - January 24, 2011

Hi, Veena

Thanks for the reply. It’s not clear to me what you mean, though…

I’ve looked at /dap/index.php

How do I split it out into three separate pages as per this tutorial (which, I know, is for WP)?

And… if I do this, won’t updates then overwrite any changes?

If you could give more details on how to get this to work on a non-WP site, that would be great.

Thanks.

Reply
How To Directly Sign-up Affiliates — DAP Documentation - April 3, 2011

[…] Now please note that every member is automatically enrolled as an affiliate. Which means, that the moment they become a member, they are also an affiliate by default. So your members are all automatic affiliates, and if you wish to create a page for them where they can get their own unique affiliate link and affiliate stats, then you can create an “Affiliate Info” page as explained here. […]

Reply
Just me - September 4, 2011

Hello. I starded to use DAP. The instalation was ok. I create the login page. I’m here now.

If I understand well, this is the page where the member (NOT ME) enters after they Login. Right?

Reply
Veena Prashanth - September 5, 2011

>>If I understand well, this is the page where the member (NOT ME) enters after they Login. Right? << Correct. If you login as an admin, dap will always redirect you to the admin panel. If you login using a non-admin id (regular member), dap will redirect user based on 'post-login' url settings in the dap admin panel.

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Amy - March 21, 2012

is it possible to rearrange the order in which the content appears? I have things set to drip at certain dates, but I would like to prioritize the files that they receive on day one. is this something that can only be controlled when a link is first added?

thank you.

Reply
Veena Prashanth - April 17, 2012

Yes, you can fully rearrange the order of links in dap 4.3.

See: http://www.digitalaccesspass.com/blog/2012/04/dap-v43-beta/

Reply
Jayson - May 22, 2012

Just as we can use customuserfacing.css, it would be great to also utilize customuserprofile.inc.php and other user facing forms like the login that do not get overwritten with upgrades. I would suggest a ‘custom’ folder or directory to house these files, that is protected from upgrades.

Reply
Veena Prashanth - May 22, 2012

Hi Jayson,

We introduced shortcode based userlinks in dap 4.3.

http://www.digitalaccesspass.com/doc/dap-shortcodes/ (look for [DAPUserLinks] ).

We will be introducing shortcode based userprofile in dap 4.5 where you can fully control what shows up on user profile page.

Reply
Gary Rennilson - July 10, 2012

Any chance that I can change the “Affiliate section heading” from Affiliate link to Partner link easily? I have a client that would rather use Partner than Affiliate.

Reply
Veena Prashanth - July 10, 2012

>>Any chance that I can change the “Affiliate section heading” from Affiliate link to Partner link easily? I have a client that would rather use Partner than Affiliate. << Not customizable. You will have to edit /dap/inc/content/affdetails.inc.php directly but any direct changes you make, will be lost if you upgrade dap in future as the new version will overwrite the existing version.

Reply
Jordan - October 30, 2012

Is there a way to remove certain fields in the “User Profile” page? most of them are irrelevant. like “Company”, “Fax”, “City”, “State” etc… All I really need is for them to be able to change username/password and to opt out of receiving emails.

Also, what happens when a member changes his/her email address or username? does the new email address now have access to the content they paid for?

And finally… when trying to change the password of a dummy account, I get a pop-up that says

“Sorry, email id must of a valid format, may not be blank or contain any special characters”

(Note the error: “must be OF a valid format, IT may not…”)

I did not even edit my email address, DAP automatically pre fills that field with the email address linked to the account.

Even when I try changing it, I get the same error. So now the entire User Profile is rendered useless because no changes can be made.

How do I fix this? Has anyone else experienced this??

Reply
Trevor - January 29, 2013

Hey guys. I basically have the same exact question as Jordan above. Can I customize the User Profile fields?

Also, with relying on email as the “username” for logging in, how do we handle users changing email addresses? Can they create a username and log in with it?

Just not sure how this works.

Reply
Mike - September 2, 2013

Hi Ravi

I have just created an affliate page, using the instructions above.
I can visit the page no worries when logged in as admin, and it shows me the relevant info, but when I log out and log in to the site as a member (I have a dummy one for occasions like this, just to check things) it won’t allow me to visit this page.
I get an error message saying I have to be logged in to view it, even though I have just logged in.

Can you help??

Thanks!

Reply
Veena Prashanth - September 11, 2013

Hi Mike,
>> I have just created an affliate page, using the instructions above. I can visit the page no worries when logged in as admin, and it shows me the relevant info, but when I log out and log in to the site as a member (I have a dummy one for occasions like this, just to check things) it won’t allow me to visit this page. I get an error message saying I have to be logged in to view it, even though I have just logged in. < < Are you using a cache plugin like WP super cache / total cache? If yes, you might end up having unexpected login issues like this. Please also make sure that in DAP setup -> config -> Login URL is set correctly to point to the login page created using %%LOGIN_FORM%% tag. If everything is set correctly and it’s not working, please open a support ticket and we will take a look.

Thanks,
Veena

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michelle diaz - February 3, 2016

Can I put “My content” and “My profile” merge tags in one page and call it “member area”?

Reply
Veena Prashanth - February 3, 2016

Yes, you can put “My content” and “My profile” merge tags in one page and call it “member area”.

Thanks,
Veena

Reply

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