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Membership Payment: Start Page

Payment Tour: Start Page

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Profile Manager Premium 2.1 now supports payment gateway integration and subscriptions for your members. We would like to thank PM Premium community for taking the time to discuss this implementation. Open discussion helped us see PM Premium users needs and hopefully produce a better solution.
Enjoy the screenshot tour!

1. Create Subscription Type
A subscription type is a way for you to manage different membership types and payments for them. For instance, you can have Basic and Premium subscription types in your database. Let's say Basic members pay $15.95 and Premium members pay $25.95 per 6 months. Once you create these membership types, you can build Template Rules so that they see different membership area design. You can build many features around Template Rules such as having Premium member profile pages carry more user details on them.

2. Create Payment Type (Step 1)
Once you have defined your subscription types, you will want to create payment forms to receive real time payments and give your users access to your site instantly. This wizard will ask you basic questions about your payment type. PM Premium integrates seamlessly with PayPal and ClickBank. We will also be adding support for other payment gateways, if you have a favorite payment gateway you would like to be added, please let us know about it.
You don't need this step if you will handle all your payments manually.

3. Create Payment Type (Step 2)
This is the next step you will get when you are create a new payment type. Depending on the payment gateway you have chosen, you will be asked for details.

4. Create Payment Form
To create registration forms or upgrade buttons for one of your payment types, simple select it from the drop down.

5. Payment Forms
You will get instructions on how to change your current registration form to turn it into a payment form. You will also get HTML code that can be inserted into one of the templates to let your users upgrade their subscription.

6. Registration Form
Here is an example registration form that will lead user to the payment gateway. When the user submits this form, the usual checks will be performed such as email check, login duplication check, repeat IP check. If the information submitted is ready to be created as a member, user will be seamlessly redirected to the payment gateway page. Otherwise, the user will receive an error message to fix the problem on the information.

7. PayPal (Step 1)
After this point the payment will be handled by the selected payment gateway. In this case, we are using PayPal to charge user.

8. PayPal (Step 2)
User has logged on to his/her PayPal account and asked to confirm payment.

9. PayPal (Step 3)
Finally, user receives a confirmation that the payment is successful. The user and you will receive an email from PayPal for the record.

10. Payment Complete
The payment is complete and your happy user has access to the members area only in about 5 minutes! PM Premium uses PayPal IPN(Instant Payment Notification) to make sure the payment is really received. It then completes regular registration, sends the user an email with login and password. It is also possible to let user log on instantly as shown in the screenshot.

11. Separate pages for Subscription Types (Step 1)
If you would like to show different design for each subscription, or if you would like to enable/disable features for a subscription type You can do it so by using Template Rules. First, we create a secondary template for the new subscription type. In this example, we will be replicating the page users see when they log on to their account. This template is called "panel". So we are creating a new template and calling it "panel_premium".

12. Separate pages for Subscription Types (Step 2)
Once we have created the new panel_premium template for users whose subscription type is "premium", we go ahead and make a template rule for the new page:
While on panel page, if subscription equals to premium Then use panel_premium template.

13. Separate pages for Subscription Types (Example)
Bart has recently paid for a premium account using PayPal. Now he logs onto his account and receives the greeting as a Premium member. He is now a happy customer taking advantage of all PM Premium features you have enabled for him or download materials you have made available for him.

14. Manually Add Subscription
Unfortunately, Marge does not trust Internet much to enter her Credit Card number , so she has mailed you a check for $29.95. You will log onto your admin panel and add a subscription for her.

15. Manually Modify Subscription
If you receive a payment for an existing subscription, or if you would like to fix something about the user's subscription, or if you would like to enter some comments about the subscriber, you can also edit the subscription manually.

16. Payment Log
All payment and subscription related activities could be followed using Payment Log page in your admin panel. If you click on status column, you can also get complete details about that particular activity on a pop-up window.

17. Subscriptions List
To see a complete list of all subscribers, or particular type of subscribers, you can go to "Subscriptions" page.

18. Expiring List
To see a complete list of expiring members for a particular period of time, you can go to "Expiring" page.

19. Create Reports
To create reports for a particular time period, you can go to "Reports" page.

 
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