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DAP Scenarios (Use Cases)

The Basics

When you configure a product as “Free”, you can use a “Free Signup Form” to sign up users for that Product.

If not, then the only way for people to get access to that Product, is to either buy it, or for the DAP Admin to give them access to it manually.

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 Sign-up. 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.

Case 7: Packaging Same Content In Different Ways

So you would like the ability for a reader to buy access to a single blog post, or purchase a “Day Pass” to view all posts, or purchase a “Month Pass” or even a “Annual Pass”.

Here’s how you would do it:

1) Create a separate product for each scenario. So you end up with 4 Products:

i) “Single Post“: Has just one blog post as part of it

ii) “One-Day Pass“: Contains all blog posts, dripping for all set to start on Day #1, and also end on Day #1 itself

iii) “One-Month Pass“: Contains all blog posts, dripping for all set to start on Day #1, and end on Day #30

iv) “Annual Pass“: Contains all blog posts, dripping for all set to start on Day #1, and end on Day #365

Create 4 buy-buttons and publish them all on your sales page. Whichever product your reader purchases access to, DAP will automatically give them access to all of the content within that product, and drip it on them just the way you have set it up.

Case 8: Selling An Ebook/Report/Zip/Doc

So you would like the ability for a visitor to buy your ebook/PDF/report

Here’s how you would do it:

1) Create a separate product for your ebook – call it “Super-Duper-Report” .

2) Create a single WP page/post that has some copy about the ebook, and then directly links to the ebook from the page/post itself.

3) Protect both WP page/post as well as the direct link to your ebook on your server (like http://YourSite.com/wp-content/uploads/super-duper.pdf) as part of the product from Step 1.

4) Set the “Logged-In URL” for the Product to be the WP page that talks about and links to the ebook.

5) Create buy-button for DAP Product, and publish it on your sales page.

Case 9: Upgrading From Lower-level to Higher-level

So you would like the ability for a member to upgrade from one membership level to another (lower level to higher level – eg., Silver to Gold).

Please note that if a member is already subscribed via, say, Paypal, and their subscription is already stored as say 9.99 a month, then there’s no way to automatically upgrade them to another level that requires a payment of $19.99. There’s no way to modify the stored monthly amount in Paypal from 9.99 to 19.9 – Paypal won’t allow you to modify stored subscriptions.

So your only option is to get them to sign up newly for the higher-level, and then cancel their subscription to the lower level. Or if you’re using say a payment gateway like Authorize.net, then you can log in to your merchant back-office, and modify the subscription to start charging 19.99 going forward. That’s one of the greatest flexibilities offered by having your own merchant account.

Case 10: Selling New Product To Existing Members

So you would like the ability for an existing member/buyer to buy a new product from you (one-time or subscription).

This is exactly the same as when you set up the first product. No difference. Somewhere near the buy button, just let them know to use their existing member email during the purchase, if they’re a current member, that’s all.

As long as they use the same email id from their existing DAP account, then DAP will simply add the access to the new product to their existing account once they’ve purchased it.

 

Case 11: “Magazine Subscription” Model

You want to deliver content as if it were a monthly magazine. Only those who were in for that month, should be able to access that month’s content, and keep access to that content going forward.

You want to set up content to drip for a month.

So, for example…

a) For the month of April, you want only those who joined in April to get access to April’s content and onwards (if they stayed on, of course).

b) Those who joined any time in May should only get access to May content and onwards (but nothing before May).

So here’s what you do…

1) Make sure you set “Setup > Config > Advanced > Give access to previously paid for content” to “Y”.
2) Then, for each piece of content, you would set You also set up actual access start and end dates (note: “dates”, not “days”).

Then, for a post, you would set up…

Start Date: 04-01-2011
End: 04-31-2011

That way, anyone who joins in the month of April, will get access to April content now and onwards.
But anyone who joins on or after 05-01-2011, won’t get access to April content, but they’ll get access to May content now and onwards.

Case 12: Trial Sign-up. Then Promote Manual “Recurring” Upgrade

This assumes that your recurring is not forced-continuity. You want people to sign up for a trial first, and then manually “upgrade” to a recurring subscription. If they don’t do anything at the end of the trial, then their access to the trial product will automatically expire. But you can continue marketing to them to make them upgrade. We will set it up so that once they upgrade, they will be “moved” from the “Trial” product to the “Recurring” product (using “Product Chaining”). So they will no longer receive emails asking them to upgrade.

  1. You will need to create 2 products here: 1 Trial and 1 Recurring
  2. Create a new One-time Product  (Is Recurring = No) called “Trial” and set access duration to be (say) 14 days (assuming 14 day trial)
  3. This contains all content and autoresponder emails that should be available to them during the trial period
  4. Generate buy button for this “Trial” product and put it on your sales page.
  5. Create a new product, “Monthly Subscription” (Is Recurring = Yes) which is a (say) monthly recurring subscription, with payments every 30 days.
  6. Generate buy button for “Monthly Subscription” product and put it on same or different sales page.
  7. Set up a Product Chain that says “If added to Monthly Subscription, remove from Trial”, so if someone upgrades to monthly, then they will no longer have access to trial product. So it makes it easier for you to keep marketing to your trial subscribers without any overlap or confusion.
  8. “Joe Customer” arrives at your web site and signs up for for the trial. He is given access to “Trial” product.
  9. DAP starts dripping content and emails on them. In the emails, you can promote the sales page(s) for your subscription product
  10. Joe eventually signs up for “Monthly Subscription”, then now Joe automatically get access to “Monthly Subscription”, and thanks to the Product Chain that you set up earlier, his access to the “Trial” product is removed. So he is no longer in that trial group.
  11. When you search for Joe Customer’s email on the Users > Manage screen, you will see that Joe now has access to just 1 product: “Monthly Subscription”.
  12. So basically, users will have access to any one of the two distinct products at any given time, which segments them so that marketing to them is straightforward, as you know who you are marketing to.

 

Case 13: One-Time Offer (or Page) After Free Signup

Q: I am wanting to collect some information from subscriber, but not until they have completed free registration. But page should be shown only once and only the first time they’re logging in.

  1. Create free product in DAP and generate signup form code
  2. In the form code, you will see the hidden form field “request” which will allow you to redirect new subscriber to any page immediately after signup (they will already be logged in to DAP by that time). Set that “request” URL to your page where you have created a set of custom profile fields form them to fill out (see this link for creating custom fields, and see this link for customizing profile page and showing only certain fields on a page).
  3. You can even drip that custom profile page so that it’s available only on first day (start day: 1, end day: 1)

That’s it! So subscriber signs up through your signup form, automatically gets logged in, lands on custom profile page which only shows a few fields that you want them to sign up, and once they submit the form, at the bottom of the form, you can have a link that says “Click here to enter member’s area”, and once they move away from that page, they will never see that page again because there’s no link to that page anywhere in your navigation menus.

Creating a new site (WP) where I would like the ability for a reader to
buy access to
a single blog post,
or purchase a "Day Pass" to view all posts,
or purchase a "Month Pass" or even a "Annual Pass".
Click Here to Leave a Comment Below 26 comments
Ken - February 24, 2010

Hello Ravi,
Got the trial and installed it easily… nice job on the instructions! 🙂

I have a quick question on recurring payments using PP (not website pro). This is another common scenario.

I would like to offer my product both as a one time payment, as well as a three installment option. e.g. pay $197 today or easy pay $67 today and $67 two more times 30 days apart (times are tough and this seems to be popular).

It appears that I can do this by setting up two products. One for the immediate pay, which is no problem. And another set as recurring. Seems like I could set the “recurring count” to 2 and it would work but what should I set the 1st payment, 2nd payment, and “thereafter” days to? Guessing I would use 30, 30, and 9999 but wanted to check with you.

I would have opened a ticket for this but thought others may be interested in two or three installment plans as well.

BTW, I’ve only worked with the script for a couple hours and I’m already very impressed with the potential, nice job!

Thanks for your time.
Kind regards,
Ken

Reply
Ravi Jayagopal - February 25, 2010

Ken,

>>It appears that I can do this by setting up two products. One for the immediate pay, which is no problem. And another set as recurring.< < Correct. >>Seems like I could set the recurring count to 2 and it would work but what should I set the 1st payment, 2nd payment, and thereafter days to? Guessing I would use 30, 30, and 9999 but wanted to check with you.< < You're exactly right. For 2 recurring payments, where the 2nd (and final) recurring payment would give them access forever, you would set the 3 recurring cycles as... 30 30 9999 >>BTW, Ive only worked with the script for a couple hours and Im already very impressed with the potential, nice job!<< Thanks 🙂 By the way, your comment somehow ended up as WP spam. Saw it just now. That's why the delay in approving it. Sorry about that. - Ravi Jayagopal

Reply
George Tran - April 30, 2010

Hi Ravi

I think I misunderstood your product. I thought you had a built in shopping cart with your process. (I don’t think it’s that much more difficult…you’re 95% there).

So as I understand it, I have to use 1Shop, or CB to handle the sale. DAP then picks up the order confirmation email as it’s account creation API.

My confusion is…you have an affiliate program…how can you reconcile these two ecommerce engines? Are you handling the recurring billing on your side…or is handled by 1SC/CB?

I am very confused.

Why can’t you simply create a Buy Now button from your side…where people can then click to purchase the product?

Sincerely
George

Reply
Ravi Jayagopal - April 30, 2010

George,

You haven’t misunderstood DAP at all.

DAP does have a built-in shopping cart. This is done through the three Upsell-Tree plugins, which are basically shopping carts for Authorize.net, Paypal Payments Pro and Paypal Standard – with the added ability to do 1-click Upsells.

And as a 1-site license owner, you can pick any 1 of the three Upsell-Tree plugins for free. So pick any one and let us know which one you wish to use, and we will include that in your member’s area.

– Ravi Jayagopal

Reply
Pam Bartha - April 18, 2012

I am having the issue that i have integrated dap with my paypal account, IPN setting and every thing, but now i have a book which i want to sell, its not ebook, so how can i create that book as a product ? because if i create it as product than who ever will buy that will automatically get a member log in account, because when use will pay, paypal will notify to dap and dap will create a new member account. So please tell me how to deal with a book if i want to sell, its a book not an ebook.

Reply
Veena Prashanth - April 20, 2012

So you are looking to sell a book but not really track it in DAP. Correct?

If yes, you do not need a dap product. You can create a paypal hosted button. Do not SET the paypal button level notify_url to point to dap. Leave it empty.

Reply
Steve - December 6, 2012

Is there a way, when a user signs up for a free product, that they’re taken directly to the product and don’t have to sign in to the membership area. I want to have them sign on to the mailing list and immediately be able to download their free product.

Reply
Veena Prashanth - December 8, 2012

Hi Steve,

If you are on dap 4.3.1 (or above) and your dap product is a single-opt-in product (do not set the double-opt-in email subject/body for a single-opt-in product), then when a user signs up, dap will auto-login the user and redirect to whatever url you have set as the post-login-redirect url in dap.

Reply
Chad Chadwick - February 26, 2013

Hi, I have a members area that I would like to show potential customers. I would like them to be able to view the full menu bar with all the sub menus but have the content protected so they can’t access it but they can see what the item is in the menu, is this possible or did I lose you?

Reply
Nick Wagner - May 5, 2013

I am trying to set up a magazine subscription model. However, I do not see and advanced tab under Config.

“1) Make sure you set “Setup > Config > Advanced > Give access to previously paid for content” to “Y”.”

How to I give the user access to previously paid content? Thanks.

Nick Wagner

Reply
Ravi Jayagopal - May 5, 2013

Nick,

Sorry, that part is outdated in the doc. That config can now be found directly under DAP Admin > Setup > Config > “Post-Expiry Access tooltip: Allow access to previously-paid-for content even after subscriber cancels?”

Reply
John - January 31, 2014

Hi,

I sell digital goods. I want to offer one price to my free members and a discounted price to my subscribed users, how can i achieve this?

Reply
Veena Prashanth - January 31, 2014

John,

You can do this using coupons. Offer coupons with the discount amount to the subscribed users.

Thanks,
Veena

Reply
John - January 31, 2014

Thanks Veena,

Does DAP plugin have a coupon feature?

Reply
Veena Prashanth - January 31, 2014

Hi John,

Yes, if you use DAP generated button for Paypal or the DAP shopping cart that integrates with Authnet, Paypal and Stripe, you will be able to use coupons.

Thanks,
Veena

Reply
George - July 18, 2014

Hi, I’m just in the process making the switch to DAP from another membership plugin.

I just want to clarify one thing..

You mention that I can’t do e.g. $0 for 14 days then $27pm recurring thereafter. This is something I was able to do with my previous plugin also using Paypal Pro.

I understand the risk of getting charge backs and declines etc.

Can I still go ahead and do the above even though you don’t recommend it?

Reply
Veena Prashanth - July 18, 2014

Hi George,
No, the DAP Cart does not support $0 trial. You can do $0.01 trial but cannot do free trial.

Thanks,
Veena

Reply
George - July 18, 2014

Thanks Veena, one last thing…

Doesn’t Paypal have issues with the 0.01 trial?

I’m just reading up their documentation at

https://developer.paypal.com/docs/classic/paypal-payments-pro/integration-guide/WPWebsitePaymentsPro/

I’ll pull the essentials to save time here:

Card Verifications
PayPal supports card verifications also referred to as authorizations without purchase or $0 auths.

The card networks discourage the use of $1 authorizations as a method of verifying card status. The rule is that you should only authorize amounts greater than zero on transactions that you intend to capture

So doesn’t $1 authorization seem the same as a 0.01 authorization?

Reply
Veena Prashanth - July 18, 2014

Hi George,

DAP only processes successful payment transactions (not successful authorizations).

The problem with $0 trial is it will result in authorization but no payment. Paypal sends different set of parameters for $0 trial (authorization) and DAP currently cannot process it.

But if it’s $0.01 or $1 trial, Paypal treats it like a real payment and sends the right set of parameters back to DAP.

This is how it works currently. We do hope to include free trial with Paypal in future but it’s 5-6 months away.

Thanks,
Veena

Reply
Jackie - November 1, 2014

I love the subscription model idea, but I have a question about allowing previously paid for content. I want members that are still paying to have all the content that was dripped to them, but I don’t want people that have canceled their subscription to have access. So I tried to drip the content for one month, but at the end of the month it disappears for still active members. I can change that config setting, but then does that mean all members who cancel still get access too? Is there anyway around that?

Reply
Ravi Jayagopal - November 4, 2014

Hi Jackie,

If you change config setting to allow access to previously paid-for content, then it will be available to everyone, regardless of their end date, as long as they did have access to it at any point in the past. If you don’t want that to happen, then when someone cancels, remove them from the product itself, rather than keeping them in the product with an expired end date. That way, those who canceled, lose access to the entire product. And those that are still in there, will get access to whatever they had previously, which works perfectly for the magazine model.

– Ravi Jayagopal

Reply
Zeev - August 24, 2016

Hi,

I have an online course (series of protected pages) which I want to be available for free (after registration), dripped, say, once a week. However, I want members who wish so to be able to buy instant access to all content (that is, skip the dripping part).
A. Can I do it with DAP?
B. Purchasing members will have to go through payment processing, of course, but I wish that after purchasing, they will just see the all the previously ‘hidden’ (dripped) content added, and not feel as if they’re starting again with a new product. Is this kind of user experience possible with DAP?

Zeev

Reply
Veena Prashanth - August 24, 2016

Hi Zeev,

1. Yes, you can. You can allow both – instant access as well as dripping. You’ll have to use 2 different products within DAP to manage this, but you can surely do it with DAP.

2. You can use our product chaining feature to automatically give users access to certain content (your free product) when they purchase your paid product. This way you don’t have to duplicate content under 2 different products.

Hope this helps.

Thanks,
Veena

Reply
Win Ko Ko - November 22, 2016

Hi Veena,
I want to sell membership for training video with dripping.
In my country many people do not have credit cards.(So, no paypal account)
Is there any way to accept cash payment/check payment without using paypal?
Best regards,

Win

Reply
Veena Prashanth - November 25, 2016

Hi Win,

Yes, you can manually add users and give them access to products via DAP admin -> Members -> add page. And add a manual transaction after you add the user.

See – http://digitalaccesspass.com/doc/manually-crediting-affiliates/

Thanks,
Veena

Reply

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