Paypal Standard Upsell Plugin

Upsells With Paypal Standard

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 .
  3. Unzip the file to your desktop. That will create a new folder on your desktop, called “PaypalStandardUpsellTree” which will have all of the files inside.
  4. Upload all the files inside, directly to your “dap” folder on your web site.
  5. DO NOT upload the folder itself. Just the files inside.
  6. Installation of Paypal Upsell-Tree Plugin is complete.
  7. Next, log in to your Paypal account.
  8. Click on “Profile”
  9. Click on “Request API Credentials” (under ‘Account Information’ section). It will bring you to the API access page.
  10. Under Option 2, click on “Request API credentials” to create your own API username and password.
  11. Click on “Request API signature”
  12. Click on “Agree & Submit”
  13. Note down the following pieces of information:
    * API Username
    * API Password
    * API Signature
  14. That’s it as far as your Paypal account is concerned. Now back to DAP on your site.
  15. Log in to your DAP Dashboard
  16. 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).
  17. 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.
  18. 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”.
  19. So now select the DAP Product for which you’re trying to generate the buy button, from the Product list.
  20. 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.
  21. 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.
  22. 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”>
  23. 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.
  24. 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” />
  25. 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.
  26. 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
  27. 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>
  28. 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 confirmation page to be a WP based page (so it has the look&feel of your WP theme), then do step 29. If you want to use the default, go to step 30.
  29. WordPress Based FINAL Confirmation Page for Paypal upsell:
    •    Create a NEW WP page. Lets say its called ConfirmationPage.
    •    Click on the PU Editor button as shown below, pick the options and complete the  creation of this WP page.
    •    Publish this page.
    •    Instead of using the default /dap/PaypalCheckoutConfirm.php in the payment_succ_page tag, use /ConfirmationPage.
  30. When your buyer reaches the final checkout confirmation page (/ConfirmationPage. 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.
  31. Make sure that both the buy-button code as well as “No Thank You” link on the last upsell or downsell page, points to /ConfirmationPage (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=‘/confirmationpage‘;”>
</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.

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