2

Upgrading to DAP version 1.0

The following is relevant to you only if you are “Upgrading” DAP from an earlier version.

Yay, DAP version 1.0 is here! (click here to see the what changed )

This is an important update, so do not skip this.

Here’s how to upgrade to the new version:

1. Download the zip file and unzip to desktop. You should now see a folder by name “dap” on your desktop.

2. Overwrite the contents of your current “dap” folder on your site with the contents of the new “dap” folder on your desktop.

3. Do not try to use any admin functionality yet. Visit the following link:
http://YourSite.com/dap/update.php and follow the instructions on your screen.

NOTE: Replace YourSite.com with your actual domain name.

That’s it!

<sidebar>

This is just for your information….

We have moved the email and header/footer templates from text files into the database, as some web hosts were very weird with file permissions and were causing issues. So all files which were previously located under /dap/templates/email/ and /dap/templates/content/ have now been moved to the database.

The contents of these template files have been copied over as-is to your database. But just as a sanity check, visit your “Admin > Templates” screen and double-check the content of these templates.

</sidebar>

24

1ShoppingCart Email Order Processing

If you’re using 1ShoppingCart or 1SiteAutomation.com (our private label of 1SC), if you want your users to be automatically logged in to their DAP membership area upon completion of purchase, then refer to this documentation on how to setup Login Xpress with 1ShoppingCart.

If you only sell one-time products, then the 1SC Login Xpress is the only thing you will need to integrate DAP and 1SC.

However, if you sell RECURRING products via 1SC, then you need to set up the email parsing of orders to allow DAP to process recurring payment notification from 1SC, as described below.

The reason for this, is that 1ShoppingCart, while very robust as a cart, does not trigger payment notification messages on the backend (like Paypal can do with IPN) when recurring payments comes in for a member.

So, we at DAP have created an exclusive “Email Order Processing” feature, where DAP will log in to your billing email inbox (where your 1SC email notifications come in) and then check your emails as if it were your personal assistant, and then process any orders that match your DAP Product names.

That is how DAP is able to do automated processing of Cancellations and Failed Recurring Payments.

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

Setting Up “Email Parsing”

Basically all you will be doing here is telling DAP where your payment notification emails from 1SC come in, and how to go fetch those emails so the recurring payments can be processed automatically, without you having to lift a finger.

1. Log in to your 1SC account. Then go to “Setup > Orders”. Copy the email id that you have entered into the “Order Notice Email – Primary Destination” field. Please note that 1SC DOES NOT send recurring billing notifications to the email id in the “Secondary Destination”. So be sure you use the email id from the “Primary Destination” field.

So let’s say you have set the primary destination email currently, to point to say ‘billing@yoursite.com’. Now make sure that the emails in your billing@yoursite.com inbox remain in ‘Unread‘ status, because when DAP logs in to check your recurring notifications, it will be looking at only Unread emails. It will not touch the ones that are already read.

2. Go to DAP Admin Dashboard > Setup > Config > Payment Integration .

3. On this screen, configure the following fields…

Email Server Where Order Emails Come In : mail.yoursite.com

Email Server Protocol (pop3/imap) : imap (no need to change this)

Email Server Port : 143 (probably won’t need to change this)

Email Server Protocol (ssl/nossl) : nossl (probably won’t need to change this)

Email Server User Name : billing@yoursite.com (enter email id copied from Step #1 above)

Email Server Password : yourpassword (the password to your email inbox for the above email address)

That’s it as far as setup is concerned.

Additional Notes

4. Set up your sales page as you would normally do when accepting payment through 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 product name.

5. During installation, a Cron job (dap-emailorder.php) would have already been set up in your web hosting cpanel, to run every 10 minutes. So, every 10 minutes, DAP will automatically check the email id specified in Email Server User Name (the email id from Step 1).

If there is a payment notification (first time or recurring payment) for a product name that matches a product name in DAP, then it will automatically add that customer to DAP as a member if they’re a new member, or if they’re an existing member and it was a recurring payment notification, then DAP will “extend” their membership access by a month (or whatever your recurring cycle is), so that they will continue to get access to your membership site until the next payment comes in.

Testing

Try out some test purchases first. Make sure you try out the full purchase and full user experience, end-to-end.

WARNING 1: If you ever change the name of your product in 1ShoppingCart, or within DAP, make sure that both DAP and 1SC Product names are in sync.

WARNING 2: Do not use SKU in 1SC while defining the product. DAP will not parse the emails correctly if you use SKU.

More: Troubleshooting 1ShoppingCart Integration

1

Updating Your Installation

Updating your installation of DAP is very easy.

1. Download newest version of DAP files (dap_vXX.zip) from your member page
2. Unzip contents of the file to your desktop (or somewhere on your hard disk)
3. Overwrite the contents of the dap folder on your web site with the contents of the new dap folder on your desktop
4. If you’re logged in as DAP Admin, log out
5. Log in as DAP Admin and follow the instructions on the screen (you’ll be asked to click on a link to start the upgrade).

That’s it!

– Ravi Jayagopal

10

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.

35

Setting Up Cron Jobs

(Note: You can get this setup as part of your free installation. But if you would like to do it yourself, keep reading…

There is just one cron job (back-end, scheduled jobs) that you need to setup.

dap-cron.php (mandatory – once an hour)

This is the main one. It sends out broadcast emails, autoresponder emails, handles bulk member imports, affiliate commissions processing, clean up, etc. This one is mandatory.

Please Note: If you use 1ShoppingCart as your shopping cart, you need to setup another cron:

dap-emailorder.php (only if you use 1shoppingcart – every 10 minutes)

This is the email order processing cron, used ONLY for 1ShoppingCart. Skip setting this cron up if you’re not using 1ShoppingCart or 1SiteAutomation.com.

Path to DAP

Visit the url below in a browser window (replace YourSite.com with your actual domain name):

http://YourSite.com/dap/getpath.php

This will show something like this in your browser:

/home/path/to/dap 

This is your “Path to DAP” to your root folder.

To the end, add “/dap-cron.php”. So that makes your new “Path to DAP” to be:

/home/path/to/dap/dap-cron.php

This is your new “Path to DAP”. Make a note of this on a piece of paper, or in a notepad/text editor window.

Setting up the Cron jobs

A) dap-cron.php

This one is mandatory. Should be set up to run Once Every Hour. This hourly process is what sends out all the scheduled broadcast (bulk) emails and processes different types of “bulk actions” – like importing a large list of customers into DAP from an external system, for instance.

1. Log in to your web host’s control panel (or cpanel)
2. Look for the icon “Cron Jobs” in the “Advanced” section – usually towards the bottom of that page, and click on it.
   
3. On the next window, in the “Common Settings” drop down, select “Once an hour (0 * * * *)“.
   And in the “Command” field, enter this:/usr/bin/php<insert space>/home/path/to/yoursite.com/dap/dap-cron.php
   
   NOTE: <insert space> above is just a note to you that means you must hit the spacebar and insert an actual space between the two pieces of text.
4. Click on “Add New Cron Job”.

That’s it for this one.

B) dap-emailorder.php

Follow this step ONLY if you’re using 1ShoppingCart or any private label of 1SC – like 1SiteAutomation.com.

This cron job should be set up to run once every 10 minutes. This is the script that processes all of your recurring orders initiated by 1ShoppingCart or private label. So, if you set this up to run once every 10 minutes, then every 10 minutes, it will log in to your billing email address (you can configure what this email id is within the admin control panel on the “Config” screen) and process the email notifications that you have received from 1ShoppingCart (and its private labels).

Running it sooner than once every 10 minutes – like say, once every minute or even once every 5 minutes – is resource intensive, and is not a good idea. Your web host may not not even allow it in the first place. But even if they do, it’s not recommended.

Follow steps A(1) through A(4) above. Only difference is in what you’re going to be entering in the “Command” field.

For this cron job, it is…

/usr/bin/php<insert space>/home/path/to/yoursite.com/dap/dap-emailorder.php

Only difference between the two cron jobs is in the name of script that is being run. For the hourly cron (A), it was dap-cron.php. For the 10-minute cron (B), it is dap-emailorder.php.

MISCELLANEOUS NOTES:

1. Where you see the text <insert space>, replace with an actual space (hitting the space bar).

2. Cron Email Reports:

By default, your webhost will send you an hourly cron report. If you don’t want to receive hourly cron emails, you can turn it off in your hosting cpanel. You can login to your Webhost Control Panel > Cron Jobs page, and remove your email address from that page (where it says “Please enter an email address where the cron output will be sent”).

3. To check if you have set up the cron job correctly, you can set DAP Admin -> Setup -> Config -> Log Level to “Log All Activity (During Troubleshooting)” . Then go to DAP Admin -> System -> Logs . Empty the logs by clicking on the “Empty Logs” link, and then revisit the screen and refresh the page, after say 10 minutes (to verify the running of dap-emailorder.php) or at the top of the hour (to verify the running of dap-cron.php).

4. To force run a cron (manually), click on this link:

http://YourSite.com/dap/dap-cron.php
(to run hourly cron)

http://YourSite.com/dap/dap-emailorder.php
(to run the email order cron that runs every 10 minutes)

Replace YourSite.com with the actual domain name of your web site.

5

Products: Random Stuff

The Product Name within DAP should be the exact same (even the case) as the Product Name in your Shopping Cart.

So if you were using a 1ShoppingCart (or private label) to accept payment for selling your digital info product or for access to your membership site, then the Product Name you use in your 1ShoppingCart admin panel should be the exact same name as what you use within DAP.

This is the only way for DAP to know about a new purchase through your 1ShoppingCart cart. And when it parses your 1ShoppingCart notification email, it can figure out that your buyer who purchased that product needs to be added to DAP, so that your buyer can get access to either your info product files, or to your subscription-based site.

12

Modifying Config

The Configuration data of your DAP installation can be customized online.

1. Log in to DAP as admin at:
   http://YourSite.com/dap/
2. Click on the “Config” link in the nav bar at the top.
3. You will see a drop-down (showing “Basic” by default). You can modify option by option (“Basic”, “Payment Processing”, etc) or view them all together at one time (“All”).
4. WARNING: Save each modified config field individually. This means, every time you modify one row of config data, hit the “Save” button at the end of that row. You will not be able to change multiple rows and have all of them saved all at once. It has to be saved row by row*.
5. Modify fields like “Site Name”, “Admin Name”, “Admin Email” etc.

NOTE: The reason why we allow only one row to be “Saved” at a time, is to prevent you from messing up (by accident) config stuff that was already working. So, this way, you can mess up only one row at a time 🙂

See more details about the config screen below.

Config Screen Details

Config > Basic

1. Site Name:

This is where you put in the descriptive name for your web site. When sending emails, you may sometimes wish to use a “name” for your site rather than just a domain name. “Welcome to Digital Access Pass”, you can say.

2. Admin Name:

This is the “from name” used in outgoing emails.

3. Admin Email:

This is the “from email” used in outgoing emails.

4. DAP Log Level:

When set to “Log All Activity”, it logs all kinds of verbose details to the logs, to help during installation and troubleshooting. When set to “Log Errors Only” it logs only major errors and issues.

So during installation and setup, set this field to “Log All Activity”. Once everything is up and running and you are ready to launch your site, turn this up to “Log Errors Only”.

Config > Payment Processing

The first 7 fields on this page are required ONLY if you are going to be using a) 1ShoppingCart.com (incl. private labels) or b) ClickBank.

The 7 fields are:

1. “Should DAP process Customer Emails even when the Product names don`t match?”

2. “Email Server Where Order Emails Come In”

3. “Email Server Protocol (ssl/nossl)”

4. “Email Server Protocol (pop3/imap)”

5. “Email Server Port”

6. “Email Server User Name”

7. “Email Server Password”

If you are going to be using 1ShoppingCart.com or ClickBank, then read the explanation for the fields below. But Iif you are going to be using Paypal, then you can skip reading the explanation for these 7 fields.

So here is the documentation for the Payment Processing tab, which includes the 7 fields.

The way DAP integrates with 1ShoppingCart (1SC) and ClickBank (CB) is via Email. Whenever someone makes a purchase through 1SC or CB, they send you the site owner – what is called a “Payment Notification Email”. This email lets you know that someone just purchased one of your products, and contains the buyer information like name, email address, mailing address, etc.

We call this the email id at which you receive these payment notification emails – as the “Billing Email”. So all you need to do to set up integration between DAP and 1SC/CB, is to tell DAP what this billing email id is, and how to access it, so that DAP can log in to this email, look at all the payment notification emails, pick out the ones you want it to process, automatically create an account for your member on your membership site, and send them an email notifying them how to log in to their account on your membership site and access the product that they just purchased from you.

1. “Should DAP process Customer Emails even when the Product names don`t match?”

Now, you may have multiple web sites with multiple products, and you may be receiving payment notifications for many web sites at one single “Billing Email”. But you don’t want to add them all to your membership site, right? You just want to add those who purchase a specific product, to your membership site. So this field is where you tell DAP whether it should add ALL buyers to your membership site, or just those who purchased a specific product. By default, this is set to “N”, which means, DAP will ONLY process emails where the Product name you created in DAP exactly matches the Product name in the billing email. If you still don’t understand this, watch the videos, and just leave this at the default “N” for now until you understand more.

2. “Email Server Where Order Emails Come In”

This usually looks like “mail.yoursite.com”. You can find this info in your web host control panel, on the “Emails” tab, where you would normally create new email ids for your web site.

3. “Email Server Protocol (ssl/nossl)”: Leave this at the default, which is “nossl”.

4. “Email Server Protocol (pop3/imap)”: Leave this at the default, “imap”.

5. “Email Server Port”: Leave this at the default, “143”.

6. “Email Server User Name”:

This is the actual billing email id. Ex: billing@yoursite.com or whatever email id it is where you get the Payment Notification Emails from 1SC/CB.

7. “Email Server Password”:

This is the password to check that email id.

The following fields apply to everyone, not just to users of 1SC/CB.

8. “How long does user have from date of purchase to get a refund? (in days)”

“60” is recommended and is the default. But you can change this to any number you want.

9. “Enter the symbol of the currency in which you are accepting payments”

Default is “$”. If you are going to be using any other currency, then enter the symbol here.

10. “This is for Paypal Mass Pay – if you picked “$” as your currency symbol, enter “USD” here

If you are going to be paying your affiliates in US dollars, and picked the “$” in field #9 above, then enter USD here.

Config > Advanced

1. “Should Affiliate Section be displayed on User `Home` Page? (If using ClickBank, set this to `N`) 

If you are in a mom-and-pop, or non Internet Marketing Niche, where you dont want to confuse users by displaying the affiliate section on the default user home page, then set this to “N”. All users will be signed up as affiliates by default they just wont see their affiliate link and affiliate stats on their user home page.

2. “Max. # of User Logins From Different IP`s”

This is a security feature. This is where you restrict the number of different IPs that a user can log in to their account on your membership site. This is to prevent password sharing, so if you see the email id being used to log in from more IPs than the above limit, then DAP will automatically lock their account, and send them and you an email notifying you both that the account has been locked. You can then either wait for them to contact you by email to get their account unlocked, or if you trust/know the user, you can unlock the account yourself on the “Edit User” screen. Once you unlock the user, both you and the user will get an email notifying you both that the account has been unlocked.

You can customize the content of the lock and unlock notification emails on the Templates page.

3. “Allow access to previously-paid-for content even after subscriber cancels?”

Set to “N” by default. If you want people who have cancelled their account, or unsubscribed from your membership site to have access to content that they had access previously, then set this to “Y”.

NOTE: If you set this to “Y”, then remember this: Say you are offering a free 1 month trial. And you are giving them access to a few videos or blog posts, then even if they cancel their free trial, then they will continue to have access to the 1^st months content. If you had set this to “N”, then at the end of the 1^st month, if they cancel their trial, then they wont be able to access 1^st months content. Thats the difference.

4. “Force 3rd-Party Form (eg., Aweber integration) fill-up during Account Activation”

This is for advanced users only, if you are planning to use Aweber, and want every new member who signs up for a membership in DAP, to also be automatically added to your Aweber account. This requires some advanced set up, which is explained at http://www.digitalaccesspass.com/doc/aweber-integration/ . This is not something you should be looking to set up when youre first trying to set up DAP. This is a power-user feature, and you should get back to this towards the end of your membership setup, rather than at the beginning.

5. “Self-Service: Allow members to use credits and choose products a-la-carte.”

This is for those who have purchased the “Self-Service Store” (SSS) plugin only. If you dont have this, then skip ahead to the next one.

If you have purchased SSS, then set this to “Y” to enable your Self-Service Store where users can cash in their credits and buy the products they want for this month, rather than you (as the site owner) deciding what content they get this month.

6. “Self-Service: How to order the products displayed in your Self-Service Store?”

Again, this is for those who have purchased the “Self-Service Store” (SSS) plugin only. If you dont have this, then skip ahead to the next one.

This setting allows you to control how the products in your SSS are displayed Most popular first, Ascending order by name, etc.

7. “Location of your login page (eg., if using WordPress). Should start with a forward slash (`/`)”

By default, your membership site login page is: http://YourSite.com/dap/login.php

Instead of sending them to this page, you can put the login form on a “WordPress Page” within your own blog, so that the look and feel is always the same, and your member never has to leave the familiar look and feel of your blog just to login.

So if you put the login form on a WP page (not post) called “Login”, then your full link to your login page would be: http://YourSite.com/blog/login/

So to change the login page from the default page, and point it to your custom login page, just remove the domain name section from the above WP login page link, and paste the remaining text in this field. So you would enter”¦

/blog/login

“¦in this field.

8. “URL to which User is redirected to, right after log in. Default: /dap/index.php”

After your member logs in, by default, theyre redirected to http://YourSite.com/dap/index.php

You can change this to whatever URL you want (just leave out the domain name from the link).

9. “WordPress Sneak Peek: Show snippets of post (upto the `More` break) even for protected posts?”

With this turned off (set to “N” by default), when someone visits your blog, they will ONLY see posts that they are “eligible” to view. This applies to your blogs main page as well as individual posts. For instance, if you have 100 posts, and have protected 95 of them, then on your blogs home page, your casual visitor will see only 5 blog posts in TOTAL. They wont even see the titles or bodies of the protected posts until they become a member.

If set to “Y” (Show snippets even of protected blog posts), then your users will see content from each blog post of even protected posts, but only up to the “More” button. Clicking on the “More” link would then ask them to login first before they can access the remainder of the content.

So when Googles spider (or your visitor) arrives at your blog after you publish a new post, it/they will see a summary of the post, instead of being redirected to a login page. This is extremely powerful from an SEO perspective.

10. “Use Double Opt-in? If “Y”, then user has to click link to activate a/c. “N” means single-optin.”

By default, “Double Optin” is set to “Y”. It means, when your member first joins your membership site (she doesnt have an account so far), then only the very first time when an account is being created using her email address, then an “Activation Email” (customize on Templates page) with an activation link is sent to your member. They have to click on the activation link to set their account status to “Active”. This process also records their IP address, in case you need them for as “Anti Spam” proof.

But if you set this to “N”, then whenever their account is first created, their account is directly activated by DAP, and no activation link is required to be clicked, and no activation email is sent to your member.

– Ravi Jayagopal

0

Customizing Header and Footer

This applies only if you have not integrated the DAP login form into your WordPress blog.

Header and Footer are now part of DAP Templates.

12

Creating a Product

The “Products/Levels > Manage” page has 3 sections.

1. Product details

2. ContentResponder

3. Email Autoresponder

All three are explained below.

1. Product Details

1. Product Id

This is an internal number assigned to every product that is created. Nothing for you to do. It will automatically show a number after you save a new product.

2. Product Name (reqd):

Obviously, this is the name you give your product. So if you are creating a product (subscription-based, or one-time purchase) about how to make money online, then you would call it “How to make money online”. This name will be used by DAP on various screens, emails and reports. So, name it something intuitive, and not something cryptic.

3. Description (reqd)

Use this to expand on what your product does. This field is used on auto-generated error pages and such.

4. Product Price

Required only if you are using DAP itself as a shopping cart, by using one of our “Upsell Tree” Plugins. If you are using a 3rd party cart (like http://1SiteAutomation.com, e-junkie, Paypal standard where the buttons are hosted at Paypal), then you don’t need to enter anything here. Just leave it at 0.00

5. Sales Page URL (optional)

When a user who doesn’t have access to the links in this product, DAP shows her a default error page with a “Lock” symbol, and on that error page, it will say something to the effect of “Sorry, you don’t have access to this Product. Click here to get access.”. And the text “Click here” will point to this “Sales Page URL” will be shown, which the user can then follow to read your sales page and then purchase the product.

6. Error Page URL (optional)

Default value: /dap/product-error.php

If you leave at this default value above, then DAP will show the default error page when a user tries to access a URL that she doesn’t have access to yet, URL to which access has expired, or she hasn’t purchased the product of which the URL is a part of.

Is this a recurring product? (optional):

Pick “Yes” or “No” depending on if this product is a recurring product for which you expect periodic payments to come in.

If you pick “No”, then when the user purchases this product (or you give her direct access from the admin area), then the user is given access from Day 1 to Day 9999.

Price

Enter the price of your product, regardless of whether it is one-time or recurring. This price is used only if you are using the Authorize.net plugin. If you’re using direct Paypal, ClickBank or 1ShoppingCart, then this field is ignored by DAP.

Billing Cycle (optional):

Applicable only if recurring is set to yes. If this is a recurring product, then you need to enter how often billing is done (in days). So, if your product is available for a monthly subscription, then enter “30” (as in, billing occurs once every “30” days).

Product Status (optional):

If you want to temporarily take this product offline, thus revoking access to this product by all users, then change the status to “Inactive”.

3rd Party Notification Email Ids

If you want DAP to send email notifications to 3rd party email addresses (like autoresponder services – eg., Aweber – or to JV partners), then enter one or more email addresses here. Separate multiple email addresses by a comma.

Every time a user subscribes to this product (by paying, or because Admin gave her access), an email is sent out by DAP to all of these email addresses. The “From name” is the subscriber’s name, and the “From email” is the subscriber’s email address.

This is very useful for automatically adding your subscriber to a 3rd party list service that has a “subscribable” email address – like yourlist@aweber.com or 1sa-listid@1siteautomation.com.

Once you fill out the fields, click on the “Save/Update Product” button to save the changes.

Use the same form to make changes to the fields as well.

13

What is a Product?