A: Every list in 1SA/1SC gets a unique email id – like 1sc-12345@autocontactor.com ).

Add that to the “3rd-Party Notification Email Ids” field of the DAP product (under Products > Manage > “Notifications” tab)

And make sure you set the “Direct Subscribe” field in your 1SA/1SC list to be “On”.

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Normally, when that activation link is clicked, the user is redirected to your login page configured under Setup > Config > Login URL.

But if you wanted them to be redirected elsewhere to a page of your choice, then in your double-optin email body, where you normally enter %%ACTIVATION_LINK%% , enter this instead:

%%ACTIVATION_LINK%%&redirect=http://link/to/landing/page/

Where “http://link/to/landing/page/” is the URL where you want them to be redirected to after they click on the double-optin activation link.

Use this shortcode to allow your members to see a list of their latest payment transactions (the latest transaction per product). You can configure this shortcode to show your users a ‘Cancel My Subscription‘ link and an ‘Upgrade link‘ (to allow automated upgrade from one membership level to another).  In this new release, we have also added support for automated upgrades from one level to another. We will cover more on automated upgrades in a different document.

If the user clicks on ‘Cancel‘, dap will automatically cancel their current subscription with Paypal Standard or Authorize.net.  The ‘Cancel’ feature will ONLY work with dap-generated-button-for-paypal-standard AND dap-shopping-cart that integrates with Authorize.net or Paypal Payments PRO.  It will not work with any other payment processors or shopping carts.

If the user clicks on ‘Upgrade‘ link, dap will automatically open the upgrade page (you can configure the url of the upgrade page in the shortcode). The upgrade page is simply a sales page where you have the ‘upgrade button’ that allows the users to upgrade from their current membership level to the next level. You can generate upgrade button in DAP admin dashboard -> Payment -> Generate Payment Button page. To generate the upgrade button, you just have to select the ‘upgradeTo’ product, specify the ‘upgradeFrom’ product and generate the upgrade button that will automatically signup users to new membership level (upgradeTo) and cancel their old membership level (upgradeFrom). More on this covered in a different document. The automated upgrade feature will ONLY work with dap-generated-button-for-paypal-standard AND dap-shopping-cart that integrates with Authorize.net or Paypal Payments PRO.

Attributes:

 

- Only cancel eligible (or already cancelled) transactions will show (i.e. one-time purchases will not show)

=====================================================================================

You can customize the ‘cancel success msg’, ‘cancel failure message’ and the ‘cancel image’ as shown below:

[DAPUserSubscriptions showalltransactions="Y" showcancel="Y" cancelsuccess="Subscription Cancellation Completed Successfully!" cancelfailed="Sorry, could not cancel the subscription!" cancelimage="http://yoursite.com/wp-content/plugins/DAP-WP-LiveLinks/includes/images/CancelButtonUp.gif"  template="template1"][/DAPUserSubscriptions]

Basically, this shortcode shows a user their referring Affiliate’s (a.k.a Sponsor’s) information.

So when a user visits the page that has this shortcode, it will display information of that user’s referring Affiliate – from

1) Cookie (if affiliate cookie exists).

2) Or if they’re already a member, and have logged in to DAP, then it will show their current Affiliate’s information.

3) And if neither the cookie is set, nor the user has an Affiliate attached to their account already, then it will show the info of the DAP Admin.

So you can use it to show the user information of the person (affiliate) who referred them to the page.

Think of it as a “Your Sponsor” tag.

For eg., to show affiliate’s first name on a page, insert this into page:
[DAPUpline showField="first_name"]

Full list of available fields from sponsor’s or affiliate’s profile:
[DAPUpline showField="first_name"]
[DAPUpline showField="last_name"]
[DAPUpline showField="user_name"]
[DAPUpline showField="email"]
[DAPUpline showField="address1"]
[DAPUpline showField="address2"]
[DAPUpline showField="city"]
[DAPUpline showField="state"]
[DAPUpline showField="zip"]
[DAPUpline showField="country"]
[DAPUpline showField="phone"]
[DAPUpline showField="fax"]
[DAPUpline showField="company"]
[DAPUpline showField="title"]
[DAPUpline showField="paypal_email"]

Showing Custom fields:
[DAPUpline showField="custom_"]

Eg: To show affiliate’s/sponsor’s custom SSN field (say “ssn”):
[DAPUpline showField="custom_ssn"]

NOTE: You should’ve already created the custom field “ssn” before you can do this, of course.

Eg: Let’s say you (the admin) want DAP to send you or someone on your team a reminder email to follow up with each member by email once they reach day #7 – meaning, it’s been 7 days since they signed up for a specific product.

This is how you do it in DAP:

1. Go to DAP Admin > Emails > Autoresponders
2. Click on “Compose New Email“
3. For subject, enter (say) “Follow Up with %%FIRST_NAME%%”
4. In the body of that email, you may use merge-tags for the member – like “Be sure to email %%FIRST_NAME %%LAST_NAME%% , ask them about their progress, see how they’re doing and upsell Platinum Coaching program. Their email id is: %%EMAIL_ID%%”
5. Further below on that page, in the “Send to 3rd Party (instead of member)” field, select “Yes (like admin or staff)” and you will see an additional text box show up below, where you can enter your (or your staff’s) email id where you want the reminder to be sent.
6. Save the email.
7. Go to the DAP Product where you want this email to be added to the sequence.
8. Go to “ContentResponder” tab.
9. Add this new email to the product, click on the “Edit” icon, and set it to be dripped on Day #7.

That’s it!

Now for each member that signs up for that product, regardless of when they join, every time they reach day #7, the reminder email will be sent to the 3rd party email id specified for that message (instead of being sent to member).

Reverse Dripping

If you want to be sent this same email say 3 days before member’s access expires to that Product, then set the email to be dripped on day “-3″. (See Expiration Notifications / Renewal Reminders)

And starting DAP v4.4, you can turn this off at both a per-user level and also at a global site-wide leve.

Disabling IP Check For Individual Users

• Search for the user on the Users > Manage page
• Click on their email or user id, and you will now be taken to the “User Edit” page
• There, on their user profile, towards the bottom, set the field “Exclude from Login IP Check” to “Yes” and save.

This user will now be excluded from login IP check.

Disabling IP Check For All Users (Site-wide)

If you wish to permanently disable this for all users in your membership site, then here’s how to do it:

• Go to DAP Admin > Setup > Config
• Set “IP Login Limit: Max. # of User Logins From Different IP’s” to a high number – like “100″.
• Set “Flush Login IP Records How Often? Every….. ?” to “Day” so that any accumulated IP records gets flushed every day.

That’s it!

You can use this shortcode to show ALL transactions (it’s just a dump of user’s transaction history. Shows every single transaction for that user).

DAP picks up all the active products the user has.

For each active product, it checks if  there is a purchase transaction (transaction Id > 0) associated with that user->product row in Manage Users page.

-  if yes, the row is displayed with a cancel option.

-  if no, the script will move on to the next product

You can customize the ‘cancel success msg’, ‘cancel failure message’ and the ‘cancel image’ as shown below:

[DAPUserCancel showalltransactions="Y" showcancel="Y" cancelsuccess="Subscription Cancellation Completed Successfully!" cancelfailed="Sorry, could not cancel the subscription!" cancelimage="http://YOURSITE.com/wp-content/plugins/DAP-WP-LiveLinks/includes/images/CancelButtonUp.gif"][/DAPUserCancel]

2) [DAPUserCancel showalltransactions="N" showcancel="Y"][/DAPUserCancel]

If you use this shortcode in a WP page, it will show transactions that are cancel-eligible (subscription transactions with paypal/authnet only).
Pick all the active products the user has.

For each active product, check if  there is a purchase transaction (transaction Id > 0) associated with that user->product row in Manage Users page.

- if yes, check if it’s a subscription purchase (IPN received by dap from the payment processor contains recurring_payment_id, or sub_id or subscr_id) and if yes, show it with a cancel button.

Note:

- Only cancel eligible (or already cancelled) transactions will show (i.e. one-time purchases will not show)

3) [DAPShowTransactions][/DAPShowTransactions]

You can use this shortcode to show ALL transactions (it’s just a dump of user’s transaction history.  Shows every single transaction for that user).

The same feature works for sending emails to those who have “Cancelled” their subscription or trial.

Go to DAP Admin > Email > Broadcasts
Select Group #4.
1st drop-down: Select Product Name
2nd drop-down: Select “Have Already Expired”
3rd text field: Enter within how many days the users should’ve expired – as in, expired in the “Last X Days”

Once you’ve scheduled the broadcast, the emails will be sent out at the top of the hour when the DAP hourly cron runs.

Upsells, Downsells and OTO’s are now extremely simple to implement using the  “Upsell Tree” plugin for DAP.

And this particular plugin works with Paypal Standard! Which means you don’t need a merchant account any more. All you need is a regular Paypal Standard / Business Account.

IMPORTANT: What you need before you can use this plugin

1. You need a Paypal (Standard) Business or Premier account
2. You must have SSL (secure server) enabled on your web site. Ask your web host to enable SSL for your site.
3. You must have a working version of DAP 4.4.3+
4. You cannot sell a “Recurring” product as an Upsell – recurring products have to be the first product in the flow.
5. Here’s what you CAN do: You can have a recurring product as the very FIRST product that they purchase (when they first click on the “Buy” button on your main sales page, and then you can offer any number of “One-Time” Products as upsells or downsells.
6. Here’s what you CANNOT do: Offer a “One-Time” product as your first product that they buy, and then try to upsell them to a “Recurring” Product. Unfortunately, this is a Paypal problem at this time.

Installation & Setup of UpsellTree For Paypal Standard

1. You need to be running at least DAP v4.4.3 for this plugin to work
2. Purchase the UpsellTree plugin if you haven’t already done so, login to your WickedCoolPlugins account and download the PaypalStandardUpsellzip file, PaypalStandardUpsell.zip  from http://wickedcoolplugins.com/my-account/downloads/ page.
3. Install and activate this plugin in WordPress (just like any other WP plugin).
4. Download the WCP License plugin from your WickedCoolPlugins.com downloads area (http://wickedcoolplugins.com/my-account/downloads/ )
5. Install and activate the WCP License plugin in WordPress (just like any other WP plugin).
6. Make a note of your WCP license key (you will find it in your WickedCoolPlugins.com downloads area).
7. Go to WP admin – > settings -> WCP license and enter the WCP license key (that you noted in step# 6 above).
8. Also,  unzip the paypalstandardupsell zip file to your desktop (the one you downloaded in step #2), and you will find this script paypalStandardUpsellConfirm.inc.php in the paypalstandardupsell folder.  Just upload this file (via FTP) to /dap/inc/content folder on your site.
9. Installation of Paypal Upsell-Tree Plugin is now complete.
10. Next, log in to your Paypal account.
11. Click on “Profile”
12. Click on “Request API Credentials” (under ‘Account Information’ section). It will bring you to the API access page.
13. Under Option 2, click on “Request API credentials” to create your own API username and password.
14. Click on “Request API signature”
15. Click on “Agree & Submit”
16. Note down the following pieces of information:
    * API Username
    * API Password
    * API Signature
17. That’s it as far as your Paypal account is concerned. Now back to DAP on your site.
18. Log in to your DAP Dashboard
19. Go to “Setup > Config“. On that page, click on the “Paypal” link in the links towards the very top of that page (or scroll down to the “Payment Processing: Paypal” section).
20. Enter the 3 pieces of information (from Step #13 above) into the Config fields 7, 8 & 9 on that screen: Paypal API Username, Paypal API Password, and Paypal API Signature. Cick  “Update” and save the changes.
21. Generating the Paypal Upsell Buy Buttons:
    In the DAP Dashboard menu, go to Payment Processing > Generate Buy Button
    You will now see that you’re on the default tab “Paypal Standard”.
22. So now select the DAP Product for which you’re trying to generate the buy button, from the Product list.
23. Now, once the page has refreshed, scroll down to the bottom of this page, and you’ll see an expandable section with the heading “Paypal Standard 1-Click Upsells”
    Expand that section by clicking on the “+” image.
24. You will see the following two links in that section…Generate Paypal Standard 1-Click Primary Button
    Generate Paypal Standard 1-Click Upsell ButtonThe first one is for generating the buy-button code for your primary product (the very first product in the flow). The second one is for all upsells.So if this is the first time you’re doing this, and for your main product, click on the first link.
25. If all of your Product’s settings are correct, then you’ll see a small popup that contains the buy-button HTML code. Paste this code into a blank notepad (or text editor) window.
    So let’s say this is what the code you got looks like…<form name=”generate_paypal” method=”post” action=”/dap/PaypalSetExpressCheckout.php”>
    <input type=”hidden” name=”item_name” value=”Facebook Secrets Subscription”/>
    <input type=”hidden” name=”description” value=”This is a Subscription Product with a monthly subscription – payments every 30 days.” />
    <input type=”hidden” name=”amount” value=”10.00″ />
    <input type=”hidden” name=”trial_amount” value=”0.00″ />
    <input type=”hidden” name=”total_occurrences” value=”9999″ />
    <input type=”hidden” name=”is_recurring” value=”Y” />
    <input type=”hidden” name=”recurring_cycle_1″ value=”365″ />
    <input type=”hidden” name=”recurring_cycle_2″ value=”365″ />
    <input type=”hidden” name=”recurring_cycle_3″ value=”365″ />
    <input type=”hidden” name=”payment_succ_page” value=”https://YourSite.com/dap/continue.php?url=/dap/upsell1-paypalstandard-sample.html” />
    <input type=”hidden” name=”payment_err_page” value=”https://YourSite.com/dap/paymentError.php” />
    <input type=”hidden” name=”payment_cancel_page” value=”https://YourSite.com/dap/cancel.php” />
    <input type=”hidden” name=”payment_gateway” value=”paypal” />
    <input type=”hidden” name=”is_submitted” value=”Y” />
    <input type=”image” src=”/dap/images/btn_xpressCheckout.gif” align=”left” width=”200″ height=”50″ style=”margin-right:7px;” value=”Submit” alt=”Submit”>
26. Look at the payment_succ_page tag in the generated button code and have it point to your sales page for your upsell.In the above example, the upsell page is called upsell1-paypalstandard-sample.html and it’s under the dap folder. Put this HTML code on the primary product’s sales page. This is the first product in the flow.
27. Say your upsell page is a static html page called upsell1-paypalstandard-sample.html and it’s under the dap folder.
    Then set the payment_succ_page tag as shown below:
    <input type=”hidden” name=”payment_succ_page” value=”https://YOURSITE.com/dap/continue.php?url=/dap/upsell1-paypalstandard-sample.html” />If you want to use a WP page/post as your upsell page and the URL of the page is say /upsell1-paypalstandard, then use this in the payment_succ_page tag:
    <input type=”hidden” name=”payment_succ_page” value=”https://YOURSITE.com/upsell1-paypalstandard” />
28. Now, you need to generate a button for your upsell product. So go back to Payment Processing > Generate Buy Button . This time, pick the Upsell product from the list.
29. Now scroll down to the bottom of this page, expand the section “Paypal Standard 1-Click Upsells” , and this time, click on the second link there, because you’re now generating a buy-button for the Upsell product.Generate Paypal Standard 1-Click Primary Button
    Generate Paypal Standard 1-Click Upsell Button
30. Say this is the button code you get this time…<form name=”generate_paypal” method=”post” action=”/dap/PaypalAddToCart.php”>
    <input type=”hidden” name=”item_name” value=”Upsell 1″/>
    <input type=”hidden” name=”description” value=”This is a dummy Subscription Product with a monthly subscription – payments every 30 days.” />
    <input type=”hidden” name=”amount” value=”10.00″ />
    <input type=”hidden” name=”trial_amount” value=”0.00″ />
    <input type=”hidden” name=”total_occurrences” value=”9999″ />
    <input type=”hidden” name=”is_recurring” value=”Y” />
    <input type=”hidden” name=”recurring_cycle_1″ value=”365″ />
    <input type=”hidden” name=”recurring_cycle_2″ value=”365″ />
    <input type=”hidden” name=”recurring_cycle_3″ value=”365″ />
    <input type=”hidden” name=”payment_succ_page” value=”/dap/PaypalCheckoutConfirm.php” />
    <input type=”hidden” name=”payment_gateway” value=”paypal” />
    <input type=”hidden” name=”is_submitted” value=”Y” />
    <input type=”submit” value=”AddToCart” />
    </form>
31. Now again, notice the payment_succ_page in the generated button code. You will see its pointing to /dap/PaypalCheckoutConfirm.php.
    a) If this is NOT the last upsell, then update it to point to the url of the 2nd Upsell page (like we did for the primary product to point to the first Upsell sales page) and repeat the process above for the next upsell page.Bottom-line: Make sure that both the buy-button code as well as “No Thank You” link on the last upsell or downsell page, points to /dap/PaypalCheckoutConfirm.php
    b) If this is the last upsell, then for the default / static FINAL confirmation page, leave it pointed to /dap/PaypalCheckoutConfirm.php. But if you want the final confirmation page to be a WP based page (so it has the look&feel of your WP theme), then do step 32. If you want to use the default, go to step 33.
32. WordPress Based FINAL Confirmation Page for Paypal upsell:
    •    Create a NEW WP page. 
    •    Click on the PU Editor button in the WP admin – > Add New page -> Visual Tab. pick the options and complete the  creation of this WP page.
    •    Lets say you call this page – Confirmation.
    •    Publish this page.
    •    Instead of using the default /dap/PaypalCheckoutConfirm.php in the payment_succ_page tag (for the LAST UPSELL BUTTON or NO THANKS BUTTON), use /Confirmation.
33. When your buyer reaches the final checkout confirmation page (/Confirmation  or  /dap/PaypalCheckoutConfirm.php) then they can review all of the products in their “Upsell Cart”, and buy them all instantly and all together, without having to go back to Paypal ever again.
34. Make sure that both the buy-button code as well as “No Thank You” link on the last upsell or downsell page, points to /Confirmation (for WP based confirmation page) OR points to the default /dap/PaypalCheckoutConfirm.php

“No, Thank You” Buttons & Links

On every upsell page, you must also include a “No, Thank You” button or link that will allow your buyer to skip your upsell or downsell, and go to the next part of the sale.

For all upsells that are not the last upsell, you can link this button or link to the next upsell in the chain. So basically, on Upsell 1, they can either take the upsell1 (whatever your offer is) by clicking on the buy button, or click on the “No, Thank You” button/link, and you could then either taken them to the URL of Upsell2, or Downsell 1, or if this is the last upsell in the flow, then you could send them directly to the Paypal Upsell Summary Page /ConfirmationPage (WP-based confirmation page created in step 29) OR /dap/PaypalCheckoutConfirm.php

Creating a “No, Thank You” button

Button to take them to next Upsell/Downsell:

<form name=”nothankyou”>
<input type=”button” name=”nothankyoubutton” value=”No, thank you, I wish to skip this incredible offer” onClick=”location.href=’https://YourSite.com/dap/continue.php?url=/dap/upsell2.html‘;”>
</form>

Feel free to copy the above HTML button code for the no-thankyou button. However, paste it into a text editor and be careful and don’t delete any of the HTML code, and only change actual URL’s or the button’s value (which is the text your buyer will see on the button).

Button to take them to final Checkout Summary page (Default confirmation page)

<form name=”nothankyou”>
<input type=”button” name=”nothankyoubutton” value=”No, thank you, please complete my order” onClick=”location.href=’/dap/PaypalCheckoutConfirm.php‘;”>
</form>

Button to take them to final Checkout Summary page (WP based confirmation page)

<form name=”nothankyou”>
<input type=”button” name=”nothankyoubutton” value=”No, thank you, please complete my order” onClick=”location.href=‘/confirmation’;”>
</form>

Creating a “No, Thank You” link

Link to take them to next Upsell/Downsell:

<a href=”https://YourSite.com/dap/continue.php?url=/dap/upsell2.html“>No, thank you, I wish to skip this incredible offer</a>

Link to take them to final Checkout Summary page:

<a href=”/dap/PaypalCheckoutConfirm.php“>No, thank you, please complete my order</a>

Link to take them to final WP based Checkout Summary page:

<a href=”/ConfirmationPage“>No, thank you, please complete my order</a>

That’s it.

While it looks like a LOT of steps, that is only because we have to explain the steps in detail so they are clear. In reality, it is very simple to set up, and starting from scratch, if you have DAP & SSL already installed, it shouldn’t take you more than 1/2 hour to set up your 1-Click Upsells/Downsells/OTO’s. And if you’re not using Upsells/Downsells, then it can be done even faster.

If you have any further questions, feel free to open a support ticket, and we will assist you in getting this going.