You can send an email broadcast to expired users of a product/level, on the DAP Admin > Email > Broadcasts page, by selecting Group #4.
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.
So you want to use DAP to sell group memberships or sub-accounts.
Eg. 1) A group membership – or multi-user account – that a School/College/Teacher can buy on behalf of their students. It’s either a one-time product, or could be a subscription product. In that case, buyer keeps paying monthly, and when they stop paying, all sub-users (child accounts) get disabled.
Eg. 2) Company A pays $X for up to 20 of its employees to have individual memberships. To begin with, the money is collected in one lump sum and DAP grants 20 memberships. Then each month Company A pays the Corporate/Umbrella/Bulk Membership and DAP gives credit to the individual memberships. If Company A fails to pay, all the “sub” members underneath lose access.
DAP doesn’t directly support sub-memberships or sub-accounts yet. We already have this on our humongous to-do list :-). And we definitely plan on implementing it soon. But for now, here’s a work-around for making this happen. It’s fairly simple, yet it is manual, and cannot be automated yet.
Until we include this feature in DAP and make it automated, there are two ways to look at this.
One: You could say, it’s too much work to remove 20/50 emails when the main buyer cancels. OR…
Two: Since this is a group membership, you are hopefully charging them a good fee for this (if not, then you certainly should!). So you can always hire someone for $5 or $10 per hour on Odesk and have them do the removal of those email id’s. Removing 50 email id’s would take about 20 minutes at most. And you would need to do this only when they cancel, which can happen only once per group membership.
So hope that helps give you some ideas.
Hope this makes sense.
DAP offers a number of affiliate statistics on the “Affiliates > Reports” page.
Here’s how it looks as of DAP v4.2.1.
This is the field where you would enter the email id of an affiliate, if you want to generate a report specifically for an affiliate. If you leave it blank, the report will include all affiliates.
By default, if you leave these fields blank, then DAP will assume “today’s” date – i.e., the date whenever you’re viewing this page.
This is the most detailed report available. This is the report being viewed in the above screenshot. For a given time period, for a given number of affiliates (“all” affiliates if (1) is left blank above), it shows…
This shows the breakdown of each purchase referred by each affiliate. It’s a detailed view of the affiliate earnings, that lists each and every transaction (order) in the system that was referred by affiliates, all generated for the selected time period. It displays…
This shows all payments made to affiliates during the period.
This is a config setting that you can change in Setup > Config. This is what drives which orders are picked up for affiliate payment. See this article for more details.
This is the MAIN button you should click to start the process of paying your affiliates each month (or however often it is that you pay affiliates). When you click this button, it will show you a report (see screenshot below) of commissions owed on all orders in the system UNTIL X days ago, where X is your “Refund Period”.
So if today is 10/01/2011, and you have a refund period of 60 days, then DAP will only consider orders prior to 60 days as of today. Which means, orders up to 08/01/2011 (of course, depending on how many days in a month, you may not exactly end up with 08/01/2011, because it goes an actual 60 days back from today – and sometimes, the report will stop at the 2nd or 3rd day of the month – like 08/03/2011. But that’s ok, don’t worry about it). You just focus on paying your affiliates on whatever day you wish to make the payment.
So when you click on this button, DAP will bring you a summary report of all affiliates, and how much they’re owed today, for all transactions referred by them as of 08/01/2011 (as per this example).
And when you click on the “Export These Affiliates For Payment” button shown in the screenshot above, DAP will select and mark those affiliates as being exported for payment.
And DAP will show you Paypal Mass-Pay Ready text report, with the affiliate info and the commission amount info already filled in and ready to go. If you’re paying via Paypal Mass-Pay, then all you need is this file. See this post for details.
NOTE: Being exported for payment doesn’t mean that you’ve actually paid them. Exporting affiliates for payment only means that DAP has now “set aside” those affiliates for payment, and you still need to tell DAP that you’ve actually paid your affiliates.
This is important, because you might export affiliates for payment on the first of the month, but it may take you a day or two (or 10) to actually make the payment – especially if you’re sending out Checks.
So once you’ve made the payment either through Paypal mass-pay, or by mailing your affiliates physical checks, then you need to tell DAP that you’ve actually sent out the payments, which is what you’ll do in the step below.
This is where you will select the most recent export from the drop down (see #8 in first image at the very top), and click the “Paid” button. This is what actually lets DAP know that you’ve actually made the payment, and only after you do this, will the affiliates see the payment show up in the “Payments” section on their “Affiliate Info” page.
This is just a report that shows you past commission payment exports.
Joe Member joins your site on 01/01/2011.
He stays a member for about 3 months. Let’s say it’s now mid March. He wants to take a couple of months break. So he goes on a 2 month break. Comes back end of May and wants to resume his membership.
DAP allows him to pick up right where he left off – which is continuing to receive content as of April (04/01/2011), even though today’s date is May 25th, 2011.
So while he took a break, other members who did not take a break in membership, continued to pay for those 2 months, and continued to receive content dripped through those months. So it is only fair that when he does come back end of May and resumes his subscription, he does not resume from June’s content, but from April’s content (when he last put his membership on “Pause”).
It’s ok if you’re not dripping content on a monthly-basis, but rather on a “day” basis. So to put it in terms of “days”, when Joe resumes his subscription, since he was already 90 days old in the system when he put his subscription “On Hold”, and comes back another 60 days later (roughly about 2 months), then DAP will start dripping Day #91 content onwards for him, and NOT Day #151 onwards (he didn’t pay for 2 months in between).
This is how DAP works right out of the box. Nothing special to configure. And DAP automatically takes care of pausing the dripping when he is not paying.
WARNING: Just remember that in order for you to put his actual payments on hold, you will need to have a payment gateway like Authorize.net or Paypal Website Payments Pro. Or you must be using a shopping cart like http://1SiteAutomation.com . Using something like Paypal Standard or ClickBank will not allow you to put the actual charging of his credit card on hold.
NOTE: If you actually did want him to start receiving current content even though he left for 2 months, then all you have to do is, once he comes back and starts paying again, just extend his access end date on his account (which will initially be showing 03/31/2011 – end of March, when he left) and modify it and make it 05/31/2011. So when his next payment comes in after he resumes, DAP will extend his access end date to 06/30/2011 – which means, he can now access all of the current content.
There really is no one-size-fits-all when it comes to refund policies.
There are so many factors involved. The main one being, that Visa/Master/Amex/Paypal all give a buyer up to 60 days to ask for a refund, at least with most merchants.
Unless you’ve already negotiated the refund terms with your merchant account provider, and have both specifically agreed that there would be no refunds (like say, if you were selling an expensive item, like a car, or a boat, or a service), or that it’s only going to be a 30-day refund period, then you really have no control over the refund period. You just have to comply with at least the mandatory 60-day refund period required by the credit card companies.
So that brings us to the question:
How much should you set your refund period to be within DAP?
Now remember, it is this Refund Period setting (under Setup > Config > Advanced) that also makes affiliates eligible for payment.
So it really comes down to the question:
What is the waiting period for an affiliate to get paid for a referral?
Our recommendation: 60 days.
That’s because if you end up paying too soon (say like within 15 or 30 days), and then the buyer comes back and asks for a refund, now you’re out-of-pocket for the affiliate commissions that you have already paid on a purchase that you just refunded.
Now remember that when you do the actual refund within DAP, DAP will roll-back any commissions credited towards this purchase. If you have not yet paid your affiliates, then in the next report, it will ignore the refunded purchase, and will not calculate commissions on that purchase.
But if you have already paid your affiliates (like within 15 or 30 days after purchase), then DAP will include the negative commission in the next pay-period’s report. And any future commissions earned by this affiliate will be accordingly adjusted.
However, if the affiliate doesn’t refer any more members, then you have two choices at this point:
1) Ask the affiliate to pay back the over-paid commissions
2) Just swallow the loss, write it up to the cost of doing business, and move on.
There are some scripts out there that will allow you to “pay affiliates instantly”.
What this essentially means, is that the “seller email” in your Paypal button, is actually replaced with your affiliate’s Paypal email id. Which means the payment from your buyer is going straight into your affiliate’s Paypal account, not yours.
This means that when your buyer looks at her Paypal account, it does not say payment made to you “John Seller” (you), but to “Joe Affiliate” (your affiliate).
This is a poor business practice on so many levels.
1) Customer bought a product from you. Why is her Paypal account showing that she just made a payment of $97 to “Joe Affiliate”? Your customer is thinking, “Wait a minute… Who the heck is Joe Affiliate? I did not buy anything from any Joe Affiliate. Why is my Paypal account showing that I paid him money? HELP!… Fraud… Paypal Dispute… Scammer… I want a REFUND!”. Well, that’s what we would think too if we bought something from one merchant, and saw the payment going to someone else.
2) What happens when your customer wants a refund? Now you’re going to have to ask Joe Affiliate to return the payment, because you never got it – he did. What if Joe Affiliate doesn’t respond on time? What if he doesn’t return the money on time? What if he doesn’t want to return it at all? Will you hold up your customer’s refund, or are you going to keep paying out of your pocket and “hope” that Joe Affiliate returns your payment to you this time, and not to the buyer, because you have already send the buyer their money back?
So yes, this is just bad for business. Not to forget, looks extremely unprofessional on your part too.
The only way to properly handle instant payments, is by using Paypal’s Adaptive Payments technology, which allows you to do something called “Chained Payments”. And using Chained Payments, your customer always pays YOU first. And you can set up a chain, so that as soon as their payment hits your Paypal account, Paypal in turn will instantly send a money from YOUR account to your AFFILIATE’s account. So Customer pays you, you pay the affiliate. And that’s how it should be.
Anything else will only get you in trouble with Paypal, maybe even get your account banned, piss your customers off, dilute your brand, your reputation may get trashed, and just about everything that is not good for your business could happen.
Now DAP does allow you to instantly ‘credit’ your affiliate’s account with the payment due, but you still have to push a couple of buttons before the affiliate can actually get paid.
And that’s how it’s going to be until we develop support for Paypal Adaptive Payments (which has its own complications, by the way).
What is your take on this? Feel free to leave your comments below.
Last updated: 09/02/2014
UPDATE: We are now authorized resellers for Authorize.net. If you’re in the US or Canada, click here to apply. If you’re in the UK, then click here.
DAP directly integrates with the following Payment Processors without the need for any additional third-party shopping carts:
DAP also integrates with the following Shopping Carts
Since DAP integrates with Shopping carts like WooCommerc, 1SiteAutomation.com (our white label of 1Shoppingcart), e-Junkie, Premium Web Cart and Infusionsoft, that means that it also integrates (albeit indirectly) with all of the Payment processors and gateways that these carts support. So, for example, since DAP works with 1SiteAutomation, it essentially integrates with all payment providers supported by 1SiteAutomation, like:
Bank of America
DPI Merchant Services
ECX QuickCommerce 3.0
Paymentech (direct integration via Authorize.net)
PayPal Payflow Pro (via e-Junkie)
TrialPay (via e-Junkie)
VeriSign PayFlow Pro
ViaKlix (Nova Systems)
For the full list and more details, click here
If you use the DAP Shopping Cart Plugin, you can do 1-Click Upsells/Downsells like the pros, without the need for any external shopping cart or upsell service provider.
The free DAP shopping cart that comes with your DAP purchase allows you to do unlimited 1-Click Upsells using Stripe, Authorize.net and Paypal Website Payments Pro (legacy).
However, for doing 2-Click Upsells/Downsells with Paypal Standard, you need our Paypal Upsell-Tree plugin that is sold separately. Or you can also get this plugin for free with our Platinum subscription.
Of course, if you need advanced shopping cart features – like ability to calculate shipping, tax, and coupons – then you should consider using 1SiteAutomation.com.
If you want automated recurring order processing using 1ShoppingCart (1SC) or 1SiteAutomation.com, then DAP needs to be able to process the recurring email notifications sent by 1ShoppingCart, which it does on the back-end when the DAP Cron Job runs every 10 minutes.
However, if you’re using Godaddy as your web host, then because GoDaddy disables a mandatory PHP library (“imap”) on all their servers for some reason, DAP is unable to process the recurring order email notifications from 1ShoppingCart.
This is not an issue if you are using GoDaddy as just your domain name registrar, and using some other service like Liquid Web or Hostgator as your web host.
But if you’re using 1SC & GoDaddy hosting, you will have to end up doing manual cancellations if any member cancels their subscription, or if their credit card fails and their recurring payments don’t get processed.
Please note that 1ShoppingCart order processing works great with all other (non-GoDaddy) hosts.
How does a customer, once they have signed up and become a member, cancel their membership (or get for a refund)?
If it’s Paypal, they could go into their Paypal account, and cancel their subscription themselves.
If it’s ClickBank, they can log in to their CB account, and cancel their subscription themselves.
If it’s any other payment processor or cart – like 1SiteAutomation.com, Authorize.net, Paypal Payments Pro, etc – then they have to ask you (the membership site owner) to cancel.
Except with CB, in all other cases, they have to ask you for a refund
Whether it’s a cancellation or a refund, log in to your Payment Processor (1shoppingcart, Authorize.net, etc), and make sure you perform the cancellation or refund there. DAP does not store any of the payment information of your subscriber. So both cancellations and refunds have to be performed at your Payment Processor.
Now that you’ve cancelled the actual charging of the customer at the payment processor level, you have to also take care of the customer within DAP – only for refunds.
Cancellation Of Ongoing Subscription in DAP
If this is the cancellation of an ongoing subscription, then no action required within the DAP Dashboard as far as the User is concerned. DAP already does “Pay As You Go” processing – which means, their account will automatically expire at the end of the current recurring period (eg., end of current month). The “Access End Date” of the user’s access to the Product will automatically expire if no new payments come in. And then they’ll automatically lose all access to the content that is part of that Product.
However, if this is the cancellation of a “trial”, where if the user comes back and signs up again for another trial a few weeks or months later, then you want the user to start all the way AT THE BEGINNING. So if it’s the cancellation of a “trial” then you must manually remove the user’s access to the product. So for that, follow the process below.
Refunds (and Cancellation of Trial) in DAP
If it’s a refund of the entire purchase, then…
If it’s a refund of just one recurring payment from among a series of subscription payments, or the cancellation of a trial, then you can go into the “Users > Manage” screen, search for the user, and do a “Rollback Access for Selected User(s) to the Product by 1 Recurring Cycle“.
For a big-picture view, also see Cancellations & Refunds
DAP employs a very unique “Pay As You Go” model.
It’s very similar to the “Pay As You Go” model used by cell phone companies.
You pay first, then new content (or “cell phone minutes” in the mobile world) gets released to you. You stop paying, you don’t get new content (minutes).
So let’s say a member (Joe Customer) joined your membership site this month, and this is January. So he’s on Month #1 in January.
When he first signs up (free or paid trial, or actual 1st month’s subscription), then his start and end dates in DAP on your site look like this:
Start date: Jan 1, 2009
End date: Jan 31, 2009
(Of course, DAP uses actual dates like “01/01/2009”, but “Jan 1, 2009” is easier to read for most people, especially an international audience – so using the above date format just for the purposes of this post).
Then, let’s say, his February subscription payment comes in. Now DAP “extends” his access to your content by a month. So now the dates look like this:
Start date: Jan 1, 2009
End date: Feb 28, 2009
Now your member Joe has access to all content from Jan 1 to Feb 28 (meaning, about 60 days worth of “dripped content”).
Then end of February, he decides to cancel his membership for whatever reason (or his credit card gets declined or rejected while processing payment for Feb). So no payment comes in for March.
Now because no payment came in, DAP doesn’t really do anything about his access dates. So they continue to stay at:
Start date: Jan 1, 2009
End date: Feb 28, 2009
So any content that you have configured to be dripped on, say, Day #61 (which is Month #3), won’t be available to Joe, even though he continues to remain an “Active” member within DAP, and continues to get your autoresponder and br0adcast emails, and even continues to have access to your affiliate program and continues to earn commissions.
Actually, it gets even better – just because Joe’s end date expired, he basically now has NO access to ANY content on your web site (even Month #1’s content).[Note: Just so you know, DAP does have a feature to enable “Access to Previously Paid-for Content”. Keep reading for details.]
Now all Joe has lost is just the “access to the content”.
So let’s say you exchange emails with him, ask him why he wanted to cancel, and try to convince him to come back (or get him to use a new, valid credit card).
Now remember that Joe is still at the end of February’s content (Month #2). So whenever the next payment comes in (be it in March, April, or 1 year later), Joe now gets access only to the 3rd month’s content, and not, say, the 10th month content.
So even though it is now say, May, because Joe’s next payment came in just now, his access dates now look like this:
Start date: Jan 1, 2009
End date: March 31, 2009
So that’s how DAP takes care of your content and makes sure that when members cancel or their payment doesn’t come in for whatever reason, your content cannot be accessed by unauthorized users.
But let’s say you want to be really fair and look like a “generous, honest” guy to your members. In that case, you want to make sure that if someone cancels their subscription 6 months after being with you, you don’t want to ‘screw’ them just because they stopped paying you. Who knows, they’ll probably come back if you keep showing to them what kind of content you’re building. Or they may buy your other products.
So now you want to make sure that they get access to the last 6 months worth of content, for which they have actually paid for.
There is a Configuration element in DAP where you can just turn this feature on, and members can instantly start access all “Previously Paid-for Content”.
So that’s how DAP puts a unique twist on cancellations.
There is a small twist to the cancellation of a free or paid “Trial”. Consider the following example:
“Refunds” are a slightly different animal than “Cancellations”. While a subscription “Cancellation” means you only have to stop access going forward, a “Refund” means you have to actually roll-back existing access.
So, doing a refund takes a few steps.
DAP offers you a built-in Affiliate Program for your web site, where all your Members can automatically and instantly be enrolled as Affiliates.
And here are a few, rare and powerful features in DAP, that you won’t find in most other affiliate providers:
This means that as soon as a buyer purchases any product, or even signs up for a free product, they can get an instant affiliate link that they can immediately start using to promote your membership site.
In fact, you can even send them their own unique affiliate link right in their welcome email itself, the same email where you send them their login info! So even before they’ve logged in to your site to download or view the content that they’ve just purchased, they’re already and affiliate and can start promoting your site to others, and earn back their investment even before they’ve reached your refund period.
There’s just one “core” (default) affiliate link that your affiliates can use to promote your web site, and regardless of which product the referral ends up buying, your affiliate gets paid on all of those purchased products.
So it’s like an Amazon affiliate link. One global link that gets you paid on any resulting purchases. So your specific affiliate link could be promoting a book, electronic gadget, shoe or clothing. And once your referral gets to Amazon.com after clicking your affiliate link, even if they don’t purchase that specific product that you just them to, and go on to purchase ANY other product from the entire Amazon.com catalog (which are commission-eligible, of course), then you’ll make commissions on any resulting sale. That’s exactly how the DAP affiliate program works too. Just one default affiliate link. Affiliate can redirect visitor to any landing page (see details below), and affiliate gets paid for any resulting sales.
Let’s say you were an Affiliate of Amazon.com. Now imagine if Amazon gave you just one, static affiliate link to promote ALL of their products across their ENTIRE web site. That is, one standard affiliate link to promote millions of products, and anyone who clicked on that standard link would always land at Amazon’s home page, no matter what – and that there was no way to direct affiliate traffic directly to any of the actual product pages.
Imagine if you saw a link on our blog that read “Click here to check out the amazing Bamboo Fun tablet” and the link, instead of taking you directly to the product page of the Bamboo fun, took you to Amazon’s home page? How incredibly annoying would that be for the visitor to always be taken to Amazon’s home page no matter what product someone were recommending? Think Amazon would be the e-commerce juggernaut it is today without that implementing that simple feature?
But Amazon lets you link directly to the product pages of the product you are referring to (or recommending, or promoting).
“Check out the amazing Bamboo Fun tablet” (links directly to product page)
“Check out my best-selling book ‘No Business Like E-Business’ on Amazon” (links directly to the book page)
We are amazed that so many affiliate software providers do not offer this simple, basic feature. And that is the ability to set the affiliate cookie, and then redirect the referred visitor to any page on any web site the affiliate wants the visitor to land on.
So when you use DAP, your affiliates are not forced to always send traffic to your home page. They can redirect the visitor (who just clicked on their affiliate link) to any part of your web site. In fact, they can redirect the visitor to any web page on any web site anywhere online! So they could be sending traffic to one of your free videos, one of your blog posts, or even to one of your articles published on someone else’s web site!
DAP allows you to offer multiple tiers of commissions, not just one. So you can create an incredible revenue stream for your affiliates, where they get paid on the sales generated by their 1st level referrals. Which means more incentive for them to join and promote your affiliate program!
You already know that DAP supports ClickBank purchases, and you can turn off the display of your affiliate section if you are using ClickBank’s own affiliate program, instead of DAP.
But wait – that does not mean that you can’t use the two affiliate programs IN TANDEM to pull of something really crazy – like awarding your ClickBank affiliates with a commission just for sending you a lead – meaning, the lead just signs up for your “free” newsletter – and of course, if they go on to purchase something from your web site (assuming you are selling through ClickBank), then they get the usual CB commissions.
So here’s how it works:
So that sums up some of the best features that are part of DAP.
Of course, there’s still all the other cool affiliate features in DAP, like…
So these are the features available to right out-of-the-box, just waiting for you to start signing up an army of affiliates from day 1!
For more information about the Affiliate Module, check out our documentation page at http://DigitalAccessPass.com/documentation/ and see the