guide

Welcome to the SwiftMember Guide. While SwiftMember is simple to use, some of the features may be confusing at first and require a little bit of guidance. This page is a compilation of everything you will ever need to put this powerful plugin to use.

Table of Contents

  1. Installing SwiftMember
  2. SwiftMember Menu
    1. Dashboard
    2. Member Sites
      1. Adding a Member Site
        1. Basic
        2. Email
        3. Payment Processors
          1. 2Checkout
          2. Authorize.Net
          3. PayPal Standard
          4. Payza
          5. ClickBank
          6. DealGuardian
          7. DigiResults
          8. E-Junkie
          9. JVZoo
          10. ProductPay
          11. Warrior Payments
          12. WSO Pro
          13. Zaxaa
        4. Autoresponders
        5. Theme Options (Default)
          1. Theme : Preset Themes
          2. Theme : Basic
          3. Theme : Sidebar Tabs
          4. Theme : Captcha
          5. Theme : Login Page
          6. Theme : Members Header
          7. Theme : Members Menu
          8. Theme : Members Page
          9. Theme : Members Footer
          10. Theme : JavaScript & CSS
    3. Products
      1. Adding a Product
        1. Basic
        2. Product
          1. Delivery Method
            1. Simple Digital Download
            2. WordPress Page or Post
            3. WordPress Page or Post – Drip Feed
            4. No Delivery/Custom
          2. Software
        3. Payment
          1. Free Product
          2. One Time Payment
          3. Subscription/Rebill
        4. Bundle
        5. IPN
          1. 2Checkout
          2. Authorize.net
          3. PayPal Standard
          4. Payza
          5. ClickBank
          6. DealGuardian
          7. DigiResults
          8. E-Junkie
          9. JVZoo
          10. ProductPay
          11. Warrior Payments
          12. WSO Pro
          13. Zaxaa
        6. Autoresponder
        7. Theme

 

Installing SwiftMember

SwiftMember is a plugin for WordPress. To install, you will need to download the plugin zip folder and have it in a known location.

In the WordPress admin panel we want to navigate to Plugins > Add New.

installing-swiftmember-1

Click “Upload Plugin

installing-swiftmember-2

Click on “Browse” and navigate to where your plugin zip file is. Then, click on it, and click “Open“. After the popup closes, click “Install Now” and wait a moment. Finally, click on “Activate Plugin“.

installing-swiftmember-3

You should now see an activation box which indicates that the plugin was uploaded and installed, and ready for activation. Enter your license key in the textbox and click “Activate“.

installing-swiftmember-4

The SwiftMember menu allows you to quickly and easily access various parts of the plugin.

swiftmember-menu

Dashboard

The dashboard provides important information about the state of your membership area at a glance. You can see a snapshot of your sales, a 30 day chart of your sales, a list of latest orders and newest users.

dashboard

Member Sites

A member site is an independent membership area on your website. A member site can have many products, users, orders, licenses, and domains which belong to it exclusively. You can create multiple member sites on your website, if you choose to do so.

The member sites page can be accessed by navigating to Member Sites > View Member Sites in the SwiftMember admin panel. Here, you can view all of your membership areas. You can quickly get important information about your membership areas at a glance including total sale amount, number of sales, total refunds, pending refunds, and the status.

Bulk Actions

  • Activate – Activating a membership site makes it active to the public.
  • Deactivate – Deactivating a membership site disables anyone from logging in, and disables any access to it entirely. No products can be downloaded, and no IPN or API will ever reach this membership site.

You can click the “View Members Area” link to view the membership site login page.

membersites

Adding a Member Site

To add a member site navigate to Member Sites > Add Member Site in the SwiftMember admin panel. We need to set up various options including how the membersite looks, who is going to send emails and when we send emails, which payment processors this member site will handle, and which autoresponders this member site supports.

Membersite – Basic

The basic tab allows us to customize 3 basic options.

  1. Member Site Name – This is a short name that is used to identify the member site. This name will be used when generating payment pages, as well as when generating file download names. Using your brand name is always a good idea.
  2. Login URL – This is a dynamically generated page where your customers will go to log into the members area. You can always change this URL and it will dynamically change the login URL of your members area. Notice that the login URL is bound to your current domain. A proper login URL can contain the following characters: A-Z, a-z, -, _. You can use “login”, “members”, “member”, “membership”, or something similar. This URL cannot be the root of your domain or subdomain.
  3. Template – The template option only contains a “Default” theme. This option exists to allow custom templates to be made by more script-savvy users, as well as to support future SwiftMember developed templates. Selecting a template will load template-bound theme options, so always select a template!

membersite-basic

Member Site – Email

When customers make a purchase we need to send a welcome message that includes their login details. This tab takes care of how we send emails, who we send emails as, and in what situations we send them.

Email

The email section takes care of 2 fields:

  1. Name – The name that we are going to use when sending out emails to our customers.
  2. Email – The email address that we are going to use when sending out emails to our customers. Keep in mind, the email address domain must match the website’s domain. So if your domain is “example.com”, a sample email would be “support@example.com”.

membersite-email-email

Email Notification : New User

If you want to send out a welcome email each time a new customer make a purchase, you want to check “Enable Customer Notification”.

In this section, you can customize the email that is sent out with the following fields:

  1. Email Subject – The subject of the email. Supports all of the shortcodes available.
  2. Email Body – The body of the email that is sent to customers. Supports all of the shortcodes available.
  3. Insert Shortcode – Select a shortcode which you want to insert into the body. When an email is sent, the shortcode gets converted to the appropriate value.
  4. Enable Admin Notification – If you want to receive a notification when a new user is added, you can enable this notification and customize your message the same way.

There are a number of shortcodes that can be used in the subject and body section of the email:

  • {firstname} – The first name of the customer.
  • {lastname} – The last name of the customer.
  • {username} – The username of the customer, which is going to be their e-mail address.
  • {password} – The randomly generated password.
  • {my_email_name} – The name you chose in the previous Email section.
  • {membersite_name} – The name of the membersite that you chose in the Basic tab.

You may customize the subject/body if you wish, but they work just fine out of the box.

membersite-email-new-user

Email Notification : New License

Software products can be licensed, and if you do license your software you need to have the ability to send out license keys automatically. If you will be using software products, it’s a good idea to enable email notifications for new licenses, lest you want to manually send them out.

You can customize the following field in this section:

  1. Email Subject – The subject of the email that gets sent to your customers. Supports all available shortcodes.
  2. Email Body – The message of the email that gets sent to your customers. Supports all available shortcodes.
  3. Insert Shortcode – Allows you to insert a number of shortcodes to customize your license email.

Here is a list of available short codes:

  • {firstname} – The first name of the customer.
  • {lastname} – The last name of the customer.
  • {username} – The username of the customer, which is going to be the email address.
  • {license_key} – A license key or a list of license keys separated by a line break.
  • {license_type} – The license name that you choose when creating a software product.
  • {my_email_name} – The name you chose in the previous Email section.
  • {membersite_name} – The name of the membersite that you chose in the Basic tab.

membersite-email-new-license

Email Notification : Reset Password

Customers will often forget their passwords after registering. Enabling this option will enable your member site to send out password reset emails with links that allow customers to change their passwords. If this option is not selected, password resetting will not work!

You can customize your password reset emails with the following options:

  1. Email Subject – Enter the subject of the email your customer will get. Supports all available shortcodes.
  2. Email Body – Enter the body of the email that your customers will get. Supports all available shortcodes.
  3. Insert Shortcodes – Allows you to insert a number of shortcodes to customize your password reset email.

Here is a list of available short codes:

  • {firstname} – The first name of the customer.
  • {lastname} – The last name of the customer.
  • {username} – The username of the customer, which is going to be the email address.
  • {reset_url} – The password reset link. This field is required to allow user to reset their passwords.
  • {my_email_name} – The name you chose in the previous Email section.
  • {membersite_name} – The name of the membersite that you chose in the Basic tab.

Payment Processors

Our member site needs to be able to handle payments for our products. The payment processors tab allows us to specify which processors we will be using for all of our products, and provide important information for those payment processors to make them work.

There are 2 types of payment processors:

  • Direct Payments – These payment processors allow you to charge directly with no third party “middleman”.
  • 3rd Party Payments – These payment processors have a middleman through which payments are made.

Not all payment processors support recurring or trial payment methods. Here is a list of all payment processors and their support:

Processor 1 Time Recurring 3rd Party Setup
2Checkout Yes Yes No
Authorize.net Yes No No
ClickBank Yes Yes Yes
DealGuardian Yes Yes Yes
DigiResults Yes Yes Yes
eJunkie Yes No Yes
JVZoo Yes Yes Yes
PayPal Yes Yes No
Payza Yes Yes No
ProductPay Yes Yes Yes
Warrior Payments Yes No Yes
WSO Pro Yes Yes Yes
Zaxaa Yes Yes Yes

Payment Processors – 2Checkout

To set up 2Checkout, enable the payment processor and set up the following options:

  • Account ID – The account ID can be retrieved from your 2Checkout account as shown here.
  • Secret Word – Set up the secret word in your 2Checkout account as shown here, and enter the secret word in this field.
  • INS URL – Enter this URL under Notifications > Settings > Global URL in your 2Checkout account.
  • Approved URL – Navigate to your 2Checkout Account > Site Management. Enter this URL into Approved URL field. Set Direct Return to Header Redirect.
  • Enable Demo Mode – If you are doing test sales, enable the demo mode. Don’t forget to turn this off when you’re ready for real sales!

membersite-2checkout

Payment Processors – Authorize.net

To set up Authorize.net, enable the payment processor and set up the following options:

  • API Login ID – Navigate to Account > API Login ID > Transaction Key to get your API Login ID.
  • Transaction Key – Navigate to Account > API Login ID > Transaction Key to get your Transaction Key.
  • MD5-Hash Value – Navigate to Account, MD5-Hash to get or set your hash key.
  • Silent Post URL – Navigate to Account, Silent Post URL and set this URL in the field.

membersite-authorizenet

Payment Processors – PayPal Standard

To set up PayPal Standard enable the payment processor and set up the following options:

  • Primary PayPal Email – Enter your PayPal email address where you want to receive payments.
  • PayPal IPN URL – Go to Settings > My selling tools > Instant payment notification. Select “Receive IPN messages“. It’s mandatory that you enable IPN messages. If you are going to use SwiftMember to generate PayPal buttons, you do not need to enter the PayPal IPN URL as SwiftMember automatically does it for your PayPal buttons inside SwiftMember. Entering the URL is only necessary if you are planning to create custom PayPal buttons and use product IDs to integrate with SwiftMember.
  • Sandbox Primary PayPal Email – (Optional) Enter your PayPal sandbox email address here. You can create a PayPal Developer account where you will then be able to create sandbox accounts to do test sales. You will then login to PayPal Sandbox using those accounts. Leave blank if you do not want to use sandbox mode.
  • Enable Sandbox Mode – Switch this on if you are doing test sales. Be sure to turn this option off for live mode.

membersite-paypal

Payment Processors – Payza

To set up Payza enable the payment processor and set up the following options:

  • Primary Payza Email – Enter your primary Payza email address where you want to receive the payments.
  • IPN URL – To set the IPN URL go to Account Main Menu > IPN Advanced Integration > IPN Setup and set IPN Status to Enabled, set IPN Version 2 to Enabled, and set this URL in the Alert URL field. The final step (inserting Alert URL) is not necessary for the plugin to function as the plugin automatically inserts IPN URL into the buy buttons created by the plugin.

membersite-payza

Payment Processors – ClickBank

To set up ClickBank enable the payment processor and set up the following options:

  • Secret Key – You must set this secret key in Settings > My Site > Advanced Tools > Secret Key. This secret key must match the one on ClickBank.
  • IPN URL -Enter this URL in ClickBank Settings > My Site > Advanced Tools > Instant Notification URL.

membersite-clickbank

Payment Processors – DealGuardian

To set up DealGuardian enable the payment processor. There are no member site options for this payment processor.

membersite-dealguardian

Payment Processors – DigiResults

To set up DigiResults enable the payment processor and set up the following options:

  • Direct Receipt Secret Code – Go to Manage > Account > Account Settings > Direct Receipt Secret Code and enter this code. This code MUST match the code in your DigiResults account.

Payment Processors – E-Junkie

To set up E-Junkie enable the payment processor and set up the following options:

  • Client Account ID – Go to seller admin > View Account Summary to get your client id.
  • E-Junkie Login Email – Enter your e-junkie email address that you use to login.
  • E-Junkie Password – Enter your e-junkie password that you use to login.
  • Common Notification URL – Navigate to seller admin > Edit Account Preferences > Common Notification URL. Required if you want to use auto-switch.

membersite-ejunkie

Payment Processors – JVZoo

To set up JVZoo enable the payment processor and set up the following options:

  • JVZoo Secret Key – Go to My Account and get/set the JVZIPN Secret Key. Make sure the key cannot be easily guessed.

membersite-jvzoo

Payment Processors – ProductPay

To set up ProductPay enable the payment processor and set up the following options:

  • Secret Key – Edit any product and click the Payment Notification tab to get your secret key.

membersite-productpay

Payment Processors – Warrior Payments

To set up Warrior Payments enable the payment processor and set up the following options:

  • Secret Key – Set this secret in the “IPN Secret” field when setting up the product.

membersite-warrior-payments

Payment Processors – WSO Pro

To set up WSO Pro enable the payment processor. There are no member site options for this payment processor.

membersite-wsopro

Payment Processors – Zaxaa

To set up Zaxaa enable the payment processor and set up the following options:

  • API Signature – Set the API signature by navigating to Settings > Account Settings > API Signature.

membersite-xaxaa

Auto-Responders

Autoresponders allow you to instantly add client email addresses into your lists without any extra work or signing up. Some setup is required to enable autoresponders on your member site. As of version 1.3.15, the “Autoresponder” tab has been removed from the Member Site editor. All API has been removed, and we now instead provide a textbox for raw autoresponder HTML that you can enter in the Product Editor. No more complicated API setup and more autoresponders are now supported.

Theme Options

Theme options allow you to customize how your member site looks and functions. You can customize a lot of options, but there are shortcuts you can take if you want to set up a member site quickly.

Theme : Preset Themes

The preset themes allow you to load sample themes that you can then modify if you wish to. There are 8 preset themes including Default, Orange, Red, Green, Gold, Brown, Blue, Purple.

To start off, select a theme from the “Load Pre-Set Theme” drop down and then click the “Load” button at the bottom of this section. You will notice that all the theme options in all sections below will be populated with pre-set values.

Here’s an explanation of the options in this section:

  • Header Color – This color is only used for the purpose of populating one or more fields below. This field does not save.
  • Sidebar Color – This color is only used for the purpose of populating one or more fields below. This field does not save.
  • Logo – Upload a logo that you will use in your members area. Clicking “Load” will populate fields below that require a logo. Preferred dimensions 250 x 50 to 350 x 100. This field does not save.
  • Load Presets – The “Load” button will load preset values from the selected theme if there are currently no values present for Header Color or Sidebar Color. If you modify or enter custom values for Header Color, Sidebar Color, or Logo, then you have to click Load again to make changes.

theme-presets

At this point, you may choose to Save Changes and see how your theme looks and proceed to customize it to suit your needs.

 Theme : Basic

This section lets you specify basic theme options

  • Button Color – The color of the buttons inside the members area (such as Access or Download button).

theme-basic

 Theme : Sidebar Tabs

This section lets you specify sidebar tabs options

  • Show Products Tab – Whether to display “Products” menu link inside the members area
  • Show Licenses Tab – Whether to display “Licenses” menu link inside the members area
  • Show Account Tab – Whether to display “Account” menu link inside the members area

theme-sidebar-tabs

This is the section of the members area that it controls:

members-area-sidebar-tabs

Theme : Captcha

Captcha are distorted images that prevent bots from being able to log in programmatically. They are a great way to add a security layer to your members area.

You can control a few vital captcha options

  • Enable Login Captchas – If enabled, members area login captchas will be enabled.
  • Login Limit – This section allows you to specify how many login attempts before showing a captcha, and how long the captcha will last for in minutes.
  • Enable Password Reset Captchas – If enabled, password reset requests will force a captcha. This is highly recommended.

theme-login-captchatheme-password-reset-captcha

Theme : Login Page

This section lets you customize the members area login page. There are a number of options available.

  • Enable WP Plugins – If enabled, the login page will load WordPress plugin JavaScript and CSS files.
  • Login Box Width – The width of the login box. Default 450 (pixels).
  • Background Color – The members login page background color. Example: #ffff00
  • Background Image – Enter a URL or upload an image
  • Background Repeat – The background image repeat.
  • Font Color – The members login page font color. Example: #ffff00
  • Header Text – The text that will appear above the login box. Will not show up if a header image is used (below)
  • Header Height – The login header height in pixels.
  • Header Image – Enter a URL or upload an image
  • Header Image Width – The login header image width.

theme-login-page

theme-login-infographic

Theme – Members Header

The members header section lets you customize the header of the members area (after log in).

  • Header Shadow – The header shadow size and color.
  • Header BG Color – The members header background color. Example: #333333
  • Header Image – The members area header image URL. Recommended to be as wide as the members page width.
  • Header Image Repeat – The members area header image repeat.
  • Header Image Align – The members area header image alignment.
  • Header Logo Image – The members area header logo image URL.
  • Logo Align – The alignment of the header logo.
  • Header Text – The members area header text. Will only be visible if no header image is provided.
  • Header Text Align – The alignment of the header text.
  • Header Text Color – The header text color. Example: #333333
  • Header Height – The members area header height in pixels.
  • Header Width – The width of the members header.

theme-members-header

theme-members-header-infographic

Theme : Members Menu

This section lets you customize the members area menu. You can specify colors and add extra links and pages to the menu.

  • Menu Primary Color – Select the primary color of the navigation menu.
  • Menu Primary Pattern – The primary pattern for navigation buttons and sidebar.
  • Menu Link Color – Select the color of the menu links.
  • Custom Menu – This lets you select a WordPress-created custom menu. The menu supports a maximum of 2 levels. Added in version 1.3.25.
  • Menu Links – Enter any additional menu links you would like to add.

 

membersite-editor-theme-members-menu

 

Custom menus can be created in WordPress by navigating to Appearance > Menus. Click on “create a new menu” to begin creating your custom menu.

You can add 3 menu entities:

  • Categories – Categories serve the purpose of holding sub-menu pages.
    • Navigation Label – Text of the menu link.
    • Title Attribute – The icon of the menu link (choose any icon from FontAwesome)
  • Page – This page will be opened directly inside the members area and display content to your users. The content is protected, and the page will not be accessible without logging in. This page will be available to all members.
    • Navigation Label – Text of the menu link.
    • Title Attribute – The icon of the menu link (choose any icon from FontAwesome)
  • Custom Link – Creates a new custom link that points to any URL of your choice. All custom links open in a new window.
    • URL – The URL that the link will point to.
    • Title Attribute – The icon of the menu link (choose any icon from FontAwesome)

membersite-editor-theme-custom-wordpress-menu

Here is how this menu will look in the members area:

membersite-editor-theme-custom-wordpress-menu-members-area

theme-members-menu-infographic

Theme : Members Page

The members page options let you customize the members page to suit your needs.

  • Enable WP Plugins – Enable WordPress plugin files to be loaded on the members page
  • Width – The width of your members area.
  • Align – The alignment of the members area.
  • Border – The border color and size.
  • Page Shadow – Sets the shadow size and color for your members area.
  • Rounded Corners – Sets rounded corners for your members area.
  • Page Padding – Sets the members area padding around the page content.
  • Page Margin – Sets the members area margin around the page.
  • Body Background – Sets the background color of the entire site.
  • Page Background – Sets the background color of the main content section (recommended white)
  • Font Color – The default font color of the members area.
  • Link Color – The default link color of the members area.
  • Background Image – The members area body background image URL.
  • Background Repeat – The members area body background image repeat
  • Members Homepage Content – A WordPress page or post containing the homepage that is shown when customers log into the members area

theme-members-page

theme-members-page-infographic

This section lets you customize the members footer.

  • Footer HTML – Add HTML to the footer of the page.

theme-members-footer

theme-members-footer-page

Theme : JavaScript & CSS

This section lets you add any additional JavaScript or CSS. You can override CSS rules to customize the appearance of the members area. You can also place Google Analytics into this section (just remove the <script> tags).

  • Login Page CSS – Additional login page CSS that gets prepended. To overwrite existing rules you must use the !important CSS attribute.
  • Login Page JavaScript – Additional login page JavaScript.
  • Members Page CSS – Additional members area page CSS that gets prepended. To overwrite existing rules you must use the !important CSS attribute.
  • Members Page JavaScript – Additional members area page JavaScript.

theme-javascript-css

Products

The products menu button allows you to View Products as well as Add Product. By clicking View Products you can see a list of all of your products across all member sites.

products-tab

Adding a Product

To add a product, expand the Products menu item and click on the Add Product submenu button. Keep in mind, you cannot add a product if you do not have a member site set up first. So prior to adding a product, make sure you have added a member site.

Basic Tab

The basic tab allows us to customize basic product options.

  • Member Site – Select the member site which the product belongs to.
  • Product Name – Enter the name of the product. This product name will be used in the members area as well as part of the file name if your product is a Simple Download.
  • Sales Page URL – The page where you are selling this product. If this is an OTO, set the URL of the OTO.
  • Product Description – Enter a product description. This short description will be used in the members area as well as when generating Direct Payments.
  • Purchase Redirect URL – This allows you to redirect customers to your OTO after purchase. If left blank, customers will be redirected to login page after purchase.
  • Pass Parameters – If you want to pass payment processor parameters (such as name, email, transaction id, amount, and a variety of other sensitive information) to the Purchase Redirect URL for verification or any other purpose, enable this option.

add-product-basic

Product Tab

The product tab allows you to define what your product is and how the product is going to be delivered.

Delivery Method

The delivery method allows you to specify how you are going to deliver your product to the customer inside the members area.

Simple Digital Download

The simple digital download allows you to specify the following options:

  • Download URL – Provide a direct URL to the file you wish your customers to be able to download. This can be a ZIP containing many files, or be a single file. Keep in mind, SwiftMember protects this URL – so this URL will not be accessible or in any way visible by your customers. If a customer logs out or account is disabled, the download link no longer works.
  • Manual Link – Enter the URL to a page or PDF that customers can get information on how to use your product.

add-product-delivery-simple-download

Here is what it looks like in the members area. It’s nothing but a simple download – hence the name.

add-product-delivery-simple-download-members

WordPress Page or Post

The WordPress Page or Post delivery method allows you to specify the following options:

  • Access Page – Select a WordPress page or post that you wish to deliver to your customer when they click on the product in the members area. Be sure to set this page to private so it cannot be accessed publicly.
  • Manual Link – Enter the URL to a page or PDF that customers can get information on how to use your product.

First, we need to create the page and put our download link inside. Keep in mind, the location of the download file is visible to your members if you manually add it, whereas if you use the Simple Digital Download delivery method, the location of the file will be hidden (so even if they copy it, it won’t work unless they have an active account and logged in).

After creating your page, set it to private so that it will not be accessible by the public. Keep in mind that logged in WordPress users CAN access private WordPress pages if they have sufficient privileges.

add-product-delivery-page-wordpress-editor

In the product editor, select the Access Page to be the page you created.

add-product-delivery-page

Here’s what it’s going to look like in the members area. When you click on the product, it opens another page that contains the contents of your WordPress page or post.

add-product-delivery-page-members

WordPress Page or Post – Drip Feed

This delivery method allows you to send your customers through a timed course. You can add an unlimited number of pages and specify various options for each page.

  • Post or Page – Select the post or page that you want to unlock.
  • Description – Specify the page or post description
  • Available After – Specify, in hours, when the page becomes unlocked (time starts when customer purchases product). Enter 0 to make the page available immediately.
  • Expiration After – Specify, in hours, when the page becomes expired. This is optional, you can enter 0 to remove expiration.
  • Show Locked – If enabled, customers will be able to view all the locked pages and time until they get access to the page. Otherwise, it will hide the locked pages until they become available.
  • Show Expired – If enabled, customers will be able to view all the expired pages (but no longer access them). If disabled, expired pages will simply disappear.

First, we need to create all the pages the course will consist of. Be sure to set all pages to private and you can optionally add a featured image.

add-product-delivery-drip-feed-wp-editor

add-product-delivery-drip-feed

Here is how this delivery is going to work in the members area:

  • Customers click on your Drip Feed product and are shown a list of all the drip feed pages.
  • When clicking on any available page, the content from the corresponding WordPress page will be loaded.

add-product-delivery-drip-feed-chain

 

No Delivery/Custom

This delivery method is useful when you want to create a product that bundles multiple products inside it.

add-product-delivery-custom-bundle

When customers visit the members area, they will not see the “Forex eBook + Course” product because it has no delivery option. Instead, they will see the products you bundled in. This is great if you want to sell an eBook or software, and offer additional bonus eBooks, software, or courses with it.

add-product-delivery-custom-bundle-members

Software

The software option is for advanced users that allows you to license your own software using SwiftMember. You can integrate SwiftMember into your own WordPress plugins, themes, or desktop software written in Java, C#, ActionScript, or any other programming language that supports HTTP POSTs.

You can access the PHP version of the SwiftMember API as well as example code by extracting the plugin source and accessing the “sdk” folder.

add-product-software

Here’s a breakdown of the software options.

  • Version – This is the version of your software. If you decide to implement auto-updates, you can compare this version with the version on the client installation.
  • License Name – Enter a simple license name to differentiate the licenses. Single, Multi, Developer. These names don’t have any special significance, they’re for the purpose of identifying the different licenses.
  • # of Licenses – Default 1. The number of licenses this product carries. For example, if you enter 5, then after purchasing this product the customer will be sent 5 license keys.
  • Activations Per License/Domain – Enter the number of times a user can activate this software with this license. Enter 0 for unlimited.
    • Domains and sub domains are separate.
    • A “domain” can be IP address, MAC address, or anything else you want to use to identify the software user.
    • You will send the “domain” to the plugin via API method “client_install” when your customer installs the software.
    • If you enter a limited number of activations per domain (example, 2) and a license is activated without a domain, to prevent unlimited activations, it will only be activated maximum 2 times (or whatever the number you provide here) from any source.
  • Client Install Data – Calling the “client_install” API method from your plugin will return a “data” field containing this data in it. You can store any type of data here, including MySQL. You can store binary data by converting it using base64_encode and storing the contents here, and then decode it in your program using base64_decode after receiving it.
  • Direct Package URL – Enter the URL of a file that you want to be used for updates and direct download.

You can access API details by navigating to Products page and clicking the “Software API” link. You can also download the SwiftMember API on Github.

product-software-api-link

You will get a wealth of information on how to implement SwiftMember API by clicking “Software API” link in your products table.

Adding a Product – Payment

The payment tab allows you to specify what you’re going to charge your customers for this product. There are 3 payment types available.

Payment Type – Free Product

This payment type lets you provide a free product to your users. Free products will be added to your users’ accounts when their account is created (either by purchasing or signing up for free). If you add free products, existing users will not have access to it unless you manually add it.

add-product-payment-type-free

Payment Type – One Time Payment

The one time payment option allows you to specify a one time price that customers will pay to get unlimited access to this product.

add-product-payment-type-one-time

Payment Type – Subscription/Rebill

This option allows you to set up recurring payments with the following options:

  • Rebill Price – The regular price that will be charged every billing cycle.
  • # Times to Rebill – The number of times the user will be billed until the subscription is expired and product access will be revoked.
  • Enable Trial – Enable this to provide a trial for this product.
    • Trial PriceYou can optionally offer a trial for your product. Enter the trial amount and duration.

add-product-payment-type-subscription

Product Editor – Bundle

The bundle tab allows you to bundle products together so when you purchase the current product, additional products will be thrown in for free.

add-product-delivery-custom-bundle

In this example, if the current product is purchased, the products “Forex Secrets eBook” and “Forex 30 Day Course” will be included in the purchase for free.

Instant Payment Notification (IPN)

When a customer makes a purchase, we need a way for SwiftMember to be aware that a purchase has been made, Luckily, most payment processors provide a feature called “Instant Payment Notification” that allows us to be aware that a purchase has been made.

In this section, we let SwiftMember know which payment processors we’re listening for, along with additional setup required to properly handle messages from those processors.

2Checkout IPN

Enable this option to allow payments from 2Checkout for this product.

product-ipn-2checkout

Authorize.net IPN

Enable this option to allow payments from Authorize.net for this product.

product-ipn-authorizenet

PayPal Standard IPN

Enable this option to allow payments from PayPal Standard for this product.

  • PayPal Currency Code – You can select a custom currency that will be used when generating a PayPal button.

product-ipn-paypal-standard

Payza IPN

Enable this option to allow payments from Payza this product.

product-ipn-payza

ClickBank IPN

Enable this option to allow payments for this product from this payment processor. There are additional options to set up this payment processor.

  • ClickBank Vendor/Username – Your ClickBank username used to log in.
  • ClickBank Item Id – The item ID that can be found in Clickbank Settings > My Products > Item ID
  • Thank You Page URL – Go to Settings > My Products > Edit Product > Thank You Page and set this URL. This is required to make IPN work.
  • HopLink Target URL/Pitch Page URL – Go to Settings > My Site > HopLink Target URL. This feature is required if you would like to:
    • Dynamically change the HopLink URL, or the page that visitors are taken when going to your Clickbank product via Hoplink.
    • Use the Auto-Switch feature that uses buttons from multiple payment processors. If you establish the HopLink Target URL, then all traffic from Clickbank will see your ClickBank buy button.
  • Enable Test Sales – If enabled, test sales will be processed like live sales. Disable when in production mode.

product-ipn-clickbank

DealGuardian IPN

Enable this option to allow payments for this product from this payment processor. There are additional options to set up this payment processor.

  • Product ID – Enter the DealGuardian product ID. You can get this ID by editing your DealGuardian product and getting the ID from the URL.
  • Thank You Page URL – Go to My Products > Edit Product > Thank You Page/Content Access Page and set this URL.
  • IPN URL – Go to Add-Ons > IPN Integration > Create New IPN Integration and set this URL. This is required to make the IPN work.
  • The Sales Page URL – Go to My Products > Edit Product > Content > The Sales Page and set this as the sales page URL. This is required if you want to:
    • Dynamically change the product landing page URL.
    • Use the Auto-Switch feature that uses buttons from multiple payment processors. If you establish the Sales Page URL, then all traffic from this payment processor will see your button specific to this payment processor.
  • Order Button HTML Code – You can get the button HTML from Vendors > My Products > Embed > Payment Buttons. Required if you want to use auto-switch feature.

product-ipn-dealguardian

DigiResults IPN

Enable this option to allow payments for this product from this payment processor. There are additional options to set up this payment processor.

  • Product ID – Enter the DigiResults product ID. Can be obtained by editing the product and getting the ID from the URL. (Keep in mind there is a difference between “listing” ID and “product” ID).
  • Thank You Page URL – Go to Manage > Listings > Edit Product > Variant Details > Thank you page and set this URL.
  • Direct Receipt URL – Go to Manage > Listings > Edit Product > Direct Receipts. Select Clickbank Instant Notification (v1) as format and set this URL. This is required to make the IPN work.
  • The Sales Page URL – Go to Manage > Listings > Edit Product > Product Details > Sales page and set this as the sales page URL. This is required if you want to:
    • Dynamically change the product landing page URL.
    • Use the Auto-Switch feature that uses buttons from multiple payment processors. If you establish the Sales Page URL, then all traffic from this payment processor will see your button specific to this payment processor.
  • Order Button HTML Code – Required if you want to use auto-switch feature.

product-ipn-digiresults

E-Junkie IPN

Enable this option to allow payments for this product from this payment processor. There are additional options to set up this payment processor.

  • Item Number – This is a static field. While editing your E-Junkie product set this product ID in the Item Number field.
  • Redirection URL – While editing your Ejunkie product check Redirection, set this URL in the Redirection URL field.
  • Order Button HTML Code – Go to seller admin > Get BUY NOW/CART buttons > Get Button Code and copy/paste the HTML code of any button you choose. Required if you want to use the auto-switch feature.

product-ipn-ejunkie

JVZoo IPN

Enable this option to allow payments for this product from this payment processor. There are additional options to set up this payment processor.

  • Product ID – Edit your JVZoo product. The ID can be found in the URL.
  • Thank You/Download Page – Go to JVZoo Product Editor > Thank You / Download Page and set this URL.
  • JVZIPN URL – Go to JVZoo Product Editor > External Program Integration > JVZIPN and set this URL. This is required to make the IPN work.
  • Sales Page URL – Go to JVZoo Product Editor > Sales Page URL and set this as the sales page URL. This is required if you want to:
    • Dynamically change the product landing page URL.
    • Use the Auto-Switch feature that uses buttons from multiple payment processors. If you establish the Sales Page URL, then all traffic from this payment processor will see your button specific to this payment processor.
  • Order Button HTML Code – Go to Seller’s Dashboard > Buy Buttons and copy/paste the HTML code of any button you choose. Required if you want to use auto-switch.

product-ipn-jvzoo

ProductPay IPN

Enable this option to allow payments for this product from this payment processor. There are additional options to set up this payment processor.

  • Product ID – Go to ProductPay Product Editor to get the ID (can be found in the URL). Enter that ID here.
  • Download URL – Go to Go to Product > Pricing > Download Page URL and set this URL.
  • Destination URL – Go to Go to Product > Payment Notification > Destination URL. Be sure to enable Instant Payment Notifications and set this URL. This is required to make the IPN work.
  • Target URL – Go to Product > Product Info > Target URL and set this as the sales page URL. This is required if you want to:
    • Dynamically change the product landing page URL.
    • Use the Auto-Switch feature that uses buttons from multiple payment processors. If you establish the Sales Page URL, then all traffic from this payment processor will see your button specific to this payment processor.
  • Order Button HTML Code – Go to Product Editor > Actions > Embed Code. Required if you want to use the auto-switch feature.

product-ipn-productpay

Warrior Payments IPN

Enable this option to allow payments for this product from this payment processor. There are additional options to set up this payment processor.

  • IPN Notification / Key Generation URL – Set the IPN Notification / Key Generation URL when creating a product.

product-ipn-warrior-payments

WSO Pro IPN

Enable this option to allow payments for this product from this payment processor. There are additional options to set up this payment processor.

  • Delivery URL – Set this delivery URL in WSO Pro product editor
  • Notification URL – Set the Notification URL in WSO Standard product settings
  • Sales Page URL – Use this as the sales page URL if necessary. This is required if you want to:
    • Dynamically change the product landing page URL.
    • Use the Auto-Switch feature that uses buttons from multiple payment processors. If you establish the Sales Page URL, then all traffic from this payment processor will see your button specific to this payment processor.
  • Order Button HTML Code – Go to Product Editor > Actions > Embed Code. Required if you want to use the auto-switch feature.

product-ipn-wsopro

Zaxaa IPN

Enable this option to allow payments for this product from this payment processor. There are additional options to set up this payment processor.

  • Product SKU -To obtain the product SKU edit your Zaxaa product and find “Product Number / SKU”. Enter it here.
  • ZPN URL – Under “General Settings” enable “Script Integration” and set this URL in the Zaxaa Payment Notification (ZPN) URL field. Be sure to enable Payment Data Transfer.
  • Thank You / PRoduct Access Page URL – Edit your product and click the “Integration Settings” tab. Set this URL in the “Thank You / Product Access Page URL” field.
  • Sales Page URL – Go to Page Settings > Sales Page Settings > Sales Page URL and set this URL. This is required if you want to:
    • Dynamically change the product landing page URL.
    • Use the Auto-Switch feature that uses buttons from multiple payment processors. If you establish the Sales Page URL, then all traffic from this payment processor will see your button specific to this payment processor.
  • Order Button HTML Code – Navigate to Products > Manage, under Actions click on Order Button. Choose your button, copy the HTML Raw Code, and paste it here. Required if you want to use auto-switch feature.

product-ipn-zaxaa

Autoresponder

The autoresponder tab allows you to insert your own autoresponder HTML code that will then be used to automatically add your customers to your list when a purchase is made.

add-product-autoresponder

Typically, any autoresponder form should work as long as it’s an HTML form.

Product Editor – Theme Settings

The Themes tab provides product-specific theme options.

Theme Options : General

Allows you to enter general theme options for your product.

  • Product Image – Enter a URL or upload an image of the product. Best size is 150×150 pixels. This image will be displayed in the members area products page.

add-product-theme-product-image-members