Tips and Tricks Latest Post

Tips and Tricks Latest Post


How to Accept Recurring Payments via Stripe On your WordPress Site

Posted: 22 Aug 2018 11:35 PM PDT

Stripe, one of the world’s leading payment gateways has become a popular choice in recent years among online business owners. Stripe, similar to PayPal, offers a secure platform with competitive rates. In this article we will take a look at how an online business owner can accept recurring payments from their customers via Stripe.

If you run your own WordPress website, whether you want to start charging your customer’s daily for horoscope readings, weekly for a magazine subscription or monthly for access to digital content, this article will help you to achieve your goals.

Using our free Stripe Payments Plugin and the premium Stripe Subscription Addon accepting recurring payments has never been so simple.

recurring-payments-stripe-payments

When Would I Need to Accept Recurring Payments on my Website?

Recurring payments often referred to as subscription payments are ideal when offering a product or service that is delivered over a set period of time. Recurring payments involve a specific amount being debited from your customers credit card daily, weekly or monthly and credited into your Stripe account.

This means that your customers never have to worry about a late payment fee or entering their card details more than once. Recurring payments are hassle free and allow you to set up ongoing payment plans with your customers. Below are some examples when a recurring payment system may be suitable:

Membership Sites

Recurring payments are the basis of membership sites. Members are allowed access to hidden content for a set fee per period. Some membership sites include although are not limited to: Netflix, Online Newspapers, Graphical Content Sites, Music Streaming Sites and Cooking Sites.

Access Sites

Access sites are put in place so that their customers can be regularly direct debited for a physical service.

For example, an access site may include a local gym. This way someone can sign up online to a recurring payment system and enjoy the gym for a set price per week. An access site may also offer classes such as a baking class. The hopeful baker signs up online for one class each week. Their account then gets debited weekly.

Product Sites

Recurring payments can also be set up on a site that offers physical products. For example, your customers may sign up to be debited monthly for a magazine subscription.

How Can I Offer Recurring Payments on My Site?

To offer recurring payments on your WordPress website you will need to install and activate the following:

  1. The free Stripe Payments Plugin
  2. The premium Stripe Subscription Payments Addon 

Once the base plugin and the addon have been activated on your site you will see one menu titled Stripe Payments and two of the sub-menus will be titled Subscriptions and Subscription Plans.

Setting Up Stripe Recurring Payments

Now that you have the plugin and addon on your site you will need to complete some simple configuration. Then you’ll be ready to start offering some recurring payment products or services.

#1) Basic Configuration

Step 1) Ensure you have a Stripe account.

Step 2) Click on the Settings menu under Stripe Payments. Ensure all fields are correct including the Currency.

Step 3) Enter in your Stripe API Keys in the correct fields and ensure you Save Changes.

stripe-recurring-payments-tutorial

Step 4) Within the Settings menu you will see a tab titled Subscriptions. Click on this tab.

Step 5) Set up your Stripe Webhooks. Information on setting up your Webhooks can be found here.

setting-up-webhooks-recurring-payments-stripe

#2) Setting Up a Recurring Payments Plan

Now that the basic set up of the plugin and addon have been completed you are ready to create a recurring payment plan.

Step 1) Click on the Subscription Plans menu.

Step 2) Click on the Add New Plan button.

Step 3) Fill in all required fields to create a new plan. You can also offer a free trial billing period where payments will not be deducted from the customers account until the trial is over.

In the plan below, the customer will be billed $19.95 once per month for 12 months. There is no trial period.

creating-subscription-plan-recurring-payments

#3) Adding a Recurring Payment Plan to a Product

Now that we have created a recurring payment plan, we will need to add it to our product. This way when someone purchases the product, the recurring payment plan applies.

Step 1) Create a product by clicking on the Add New Product button in the Products menu (under Stripe Payments).

Step 2) Add in all the details about your product or service that you will be selling.

Step 3) In the Price & Currency section, choose Subscription. From the Plan ID drop-down, choose the subscription plan that you’d like to apply to this product.

Step 4) Once you have entered all your product details, click the Publish button.

Step 5) You have now created a product with recurring payments.

recurring-payment-product-stripe-payments

How do my Customers Checkout with Recurring Payments

Just like any other product, your customer can click on the ‘Buy Now‘ button. They will need to enter their email and credit card details followed by the ‘Pay‘ button.

They will now be charge the first of their recurring payments. Each period they will be automatically billed until the duration of their subscription is complete (or cancelled).

All your customer’s subscriptions are recorded under the Subscriptions menu. You can also cancel a customers subscription from this menu at any point.

Example: Customer’s Subscription Information

The screenshot below demonstrates how a customers subscription details are stored. You can view further information about their subscription and payments by clicking on the View Details button.

subscription-plan-stripe-payments

How to Email Lock a Download on Your WordPress Site

Posted: 22 Aug 2018 10:35 PM PDT

Email locking the downloads you offer on your website means that users will need to present a valid email prior to downloading your digital content.

In this article, we will take a look at how our Simple Download Monitor and Manager Plugin and the Squeeze Form Addon can handle email locking of your downloadable items.

email-locking-a-download

What are the Benefits of Email Locking a Download?

Having an email lock system in place allows site admin to track and compile a list of addresses for marketing purposes. Furthermore, email locking your digital content prevents spam bots from continuing to mass download on your site. When email locking your content, you can be assured that the download count is true to life.

email-locked-downloadable-items

What Plugins Will I Need to Email Lock my Downloads?

In this article we will look at using the free Simple Download Monitor and Manager Plugin alongside the Squeeze Form Addon for a WordPress site. Using the base plugin and the addon, you can quickly and simply achieve an email locking system to protect your downloads.

simple-download-monitor

From your WordPress dashboard, you will need to install and activate both the plugin and addon mentioned above.

Achieving an Email Locking System for my Downloads

Although you may not be charging for your downloads this does not make them any less valuable. You may be looking at this article because you would like to get an insight into the type of people downloading your items, or you may be having some trouble with spam bots on your site.

Video Tutorial

Following the simple instructions below, you can have your downloads email locked down in under an hour.

1) Creating a Basic Downloadable Item

Step 1) Ensure you have both the Simple Download Plugin and the Squeeze Form Addon installed and activated on your WordPress site.

simple-download-monitor-tutorial

Step 2) Add your first downloadable item by clicking on the Add New menu under Downloads.

Step 3) For your new download, enter a TitleShort Description and add the Downloadable File (by using the Select File button).

Step 4) You can also add a Thumbnail Image, Download Count and Other Details if you choose.

Step 5) Publish out your download. It should look similar to the demo download below.

download-simple-download-monitor

2) Email Locking Your Download

Now that you have created a digital item that your potential users can download, we will now take a look at how you can email lock it.

In the steps below, we will email lock the download. The item will begin to download after the user has entered a valid email.

Please note, you can also choose to deliver the download via email only using this same addon.

Step 1) Under the Downloads menu, click on Squeeze Form. This is where all the email addresses of those who download an item with an email lock will appear. You can integrate with MailChimp under the Autoresponder Settings tab if you intend on marketing to your users in the future.

emails-stored-simple-download-monitor

Step 2) Create a Post or Page. This is where we will add a shortcode for your email locked downloadable item.

Step 3) Click on the SDM Squeeze Forms icon.

select-squeeze-form-email-locking-download

Step 4) To insert the squeeze form, select your Download, the Fancy Style and adjust the Button Text if you choose.

Step 5) The shortcode inserted should look similar to the one below:

shortcode-produced-by-squeeze-form

Step 6) Click the Publish button.

Step 7) You have now created a download that is email locked. Your users will need to enter their email prior to being able to download the item.

3) Viewing Your Email Locked Download

The example below shows an email locked download using the fancy display.

email-locked-download-simple-download-monitor

Using the fancy=”0″ shortcode creates a simple download display.

simple-email-locked-download

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