Once the extension is installed and activated you can navigate to Downloads → Settings → Extensions → Store Hours in order to adjust settings.

General Settings

You can select whether your store is open as well as set hours of operation for each day of the week. You can also choose to close the store immediately and override the daily settings/schedule.

Display Settings

Hide Purchase Buttons: This allows you to remove purchase buttons on your site completely when the store is “closed”.

Closed Button Label: If you’re not hiding the purchase buttons, this area allows you to set a custom message which will display in place of the purchase button while the store is “closed”. 5 template tags are available to use along with custom text (see image above).

Admin Bar Notification: When selected there will be a “Store Closed” notification added to the WordPress admin bar.

The post Store Hours first appeared on Easy Digital Downloads.

Setup

There is no setup or configuration needed after the User History extension has been installed and activated. The additional information provided by the User History extension is located in the Payment History → View Order Details screen.

Usage

To view the additional user history details created by this extension, navigate to Downloads → Payment History and then click View Order Details on an order you’d like to see user history on.

Once on the payment screen, scroll toward the bottom and you’ll see a “Customer Browsing History” and “Customer Purchase History” area which contains the details of that user’s purchase history and browsing history prior to that particular purchase.

The post User History Extension Documentation first appeared on Easy Digital Downloads.

1. Make sure you have the Zapier extension for EDD installed and activated. See primary setup documentation for instructions on how to connect Easy Digital Downloads to Zapier.

3. Click “Make a Zap” at the top of your Zapier account.

4. For the “Trigger”, search for “Easy Digital Downloads”.

5. We will now be presented with a list of triggers. Since we want to add customers to our Active Campaign list when a new order is placed, we will select New Order.

6. Click “Continue” at the bottom of the page.

7. Click “Connect a new account” to authenticate your EDD shop in your Zapier account. To do so, follow the steps outlined in this article.

8. Click the + button on the left sidebar between steps 1 and 2. Then click “Filter”.

9. Set the Filter to “only continue if”.

– From the first field select “Products”.
– From the second field select “Contains”.
– From the third field type in the name of your product

Click “Continue”.

10. Now, go to the “Action” steps (which is step 2) and under “Choose an app” search for “Active Campaign”.

11. Choose “Add/Update Contact” as the action.

12. Click “Connect a new account” to connect your Active Campaign account:

13. Enter your API URL and Key from your Active Campaign account:

14. After you save the API URL and Key in Zapier, it will ask you to fill out the options for the List you want to add new customers and their email addresses to. To do that, select “Customer Email” in the Email field. If you haven’t created the list you wish to utilize in Active Campaign yet, go to your active campaign account and set that up before doing this step. If you’d like, you can also set it to pull the First and Last name of the customer from EDD.

15. Scroll to the bottom of the page and click “Continue”, run the test, and you will see a “Successful” message.

16. Click “Finish”, name your zap, and that’s it! Now, new customers in your EDD shop will automatically be added to your Active Campaign list.

The post Using Zapier to integrate Active Campaign with EDD first appeared on Easy Digital Downloads.

Enable customers to resend receipts

The Resend Receipt extension allows users to resend their receipts by entering the Payment ID, Purchase Key or License Key (if using the Software Licensing extension). This will work for both guest purchases and registered user purchases. If a customer’s download link has expired, this form will also allow them to receive a new download link via email.

Setup

After installing the Resend Receipt plugin, create a new page and add the shortcode:

[edd_resend_form]

You may add additional text to this page as well to provide instructions to your customers.

Settings

Resend Receipt settings can be found by navigating to Downloads → Settings → Extensions. There is an option to Enable Admin Notification. Check this box to receive a notification when a user resends their receipt.

Per-Download Option

By default the ability to resend purchase receipts is enabled for all Downloads. You may choose to disable this feature on a per-download basis. 

The post Resend Receipt first appeared on Easy Digital Downloads.

Clicking the “Add Email” button will display a dialog allowing you to select the email condition, the status conditions, where the email should be sent, as well as the email Subject, Header, and Message.

Email Condition Options

Status – Changed From & Changed To Options

Note: Options available in “Status Changed From” and “Status Changed To” can change based on what payment gateways are active.

Send To Options

Note: When choosing “Custom”, you will be presented with an email address field to enter a custom email address.

Writing Your First Email

Writing emails with the Conditional Emails extension works in much the same way as writing emails for EDD itself. HTML emails are permitted, and Conditional Emails supports a number of template tags to help you out. The following template tags are supported natively:

{download_list} – A list of download links for each download purchased
{file_urls} – A plain-text list of download URLs for each download purchased
{name} – The buyer’s first name
{fullname} – The buyer’s full name, first and last
{username} – The buyer’s user name on the site, if they registered an account
{user_email} – The buyer’s email address
{billing_address} – The buyer’s billing address
{date} – The date of the purchase
{subtotal} – The price of the purchase before taxes
{tax} – The taxed amount of the purchase
{price} – The total price of the purchase
{payment_id} – The unique ID number for this purchase
{receipt_id} – The unique ID number for this purchase receipt
{payment_method} – The method of payment used for this purchase
{sitename} – Your site name
{receipt_link} – Adds a link so users can view their receipt directly on your website if they are unable to view it in the browser correctly.
{discount_codes} – Adds a list of any discount codes applied to this purchase

In addition to these template tags, Conditional Emails uses the EDD core template tag system, so tags added by third-party extensions should work as well.

The post Setting up Conditional Emails first appeared on Easy Digital Downloads.

Upon installing and activating the extension, a new section/tab named Advanced Reports will be available when navigating to Downloads → Reports.

Creating A Custom Report

You can create any number of advanced reports just like you would do with a post or page. Simply navigate to Downloads → Reports → Advanced Reports, and click on Create Your First Report (or Add Report if you’ve already created your first report).

A report will have the following fields:

Title. This identifies the report so you can later refer to it by name.

Date range. Reports are always shown relative to the current date, and thus you can set a number of days to display going backwards in time. For example, you may choose to view the last 90 days.

Show in Dashboard. This will allow you to pin a report to the WordPress Dashboard.

Report Series. This allows creating more granular reports by selecting specific data to show in the report.

Report Series

Each report can have an unlimited number of series. Each series is comprised of a data set, outlining statistics for a similar group of data.

When adding a series, you can customize the data that will be shown by selecting a context. The following contexts are available:

• Gross earnings: the total amount earned from your sales.
• Net earnings: the amount earned from sales, minus taxes (what you actually earn).
• Taxes: the amount collected that needs to be paid in taxes.
• Sales: the number of times an item has been sold.

Series Filtering

Besides selecting a context for your data, you can also filter each series to have more granular control over the results. As of now, the following filters are available:

• Filter by download: Allows you to filter for a specific download/product in your store.
• Filter by status: Allows you to select only payments with a certain status.

Viewing Advanced Reports

Once you have created your advanced reports, you can view them in the Reports section by navigating to Downloads → Reports → Advanced Reports. In this section, you can switch between all advanced reports by using the report selector located to the top right of the page.

When viewing a report, you will be shown a graph that outlines all the series and their associated values, as well as a table further detailing each value.

Initially, the report will display a date range going backwards from today, based on the number of days set in the Date Range field. You can, however, change the date to any range you need to.

Each report will display a total amount for each series you have created. Depending on the context you have chosen, the total amount will be expressed as a currency or as a flat number.

You may also click the Manage Reports button to see a list of all Advanced Reports that have been created.

Exporting Reports

You can export any of your advanced reports by clicking on the Export to CSV button located to the right of the date filter. You will be able to download the report in a semicolon-delimited CSV file, which you can then open in Microsoft Excel to further manage your data.

Exported reports will have the same format as the table shown beneath the graph.

Pin to Dashboard

You can also pin any number of advanced reports to the dashboard, by selecting the Show In Dashboard option when creating or editing an Advanced Report. Pinned reports will be shown as an individual dashboard widget when loading the WordPress Dashboard.

Reports shown in the dashboard will display a date going backwards from today, to the number of days specified in the date range field.

The post EDD Advanced Reports Documentation first appeared on Easy Digital Downloads.

• Creating Webhooks
• Creating Notifications
• Setting up a Slack App
• Interactive Notifications
• Slash Commands
• Configuring Slack Team Invites
• Available Integrations

Creating Webhooks

Once the extension is installed and activated you can navigate to Downloads > Settings > Extensions > Slack and you will want to first create an Incoming Webhook for your Slack Team.

This allows EDD Slack to send Notifications on your behalf, meaning it can only send Notifications to the same Channels that you can. If you have access to a Private Channel it can send Notifications to that Private Channel, but it cannot send Notifications to Private Channels to which you do not have access.

While creating an Incoming Webhook Integration Slack will ask you which Channel you would like to post to. Think of this as a “Default Channel”. For each Notification that you create in the extension, you are able to designate different Channels if needed.

Once you have generated an Incoming Webhook, enter it into the “Default Webhook URL” field and click “Save Changes”. Now you can proceed to Create Notifications!

Creating Notifications

Now that you have a Default Webhook URL set, it is time to set up some Notifications!

EDD Slack allows you to configure an unlimited number of Notifications to be sent to any specified Channel in your Slack Team. Simply navigate to the settings page for the extension and click “Add Slack Notification” to bring up the configuration form. These settings can be edited later at any time.

Here’s a description of what each field does:

• Identifier for this Notification: This field is simply a label for you and helps you determine which saved Notification does what. You can enter whatever you’d like here. If nothing is entered, it will default to “New Slack Notification”.
• Slack Trigger: Defines the Trigger which results in this notification sending a message to Slack. This can be an action within Easy Digital Downloads or another supported Easy Digital Downloads Extension. Based on the choice of Trigger, additional fields will be added to the Form and different Text Replacements for the Message Pre-text, Message Title, and Message fields will become available so that pertinent information about the Notification can be passed to Slack.
• Message Pre-text: Optional text which shows above the Message Title.
• Message Title: This allows you to control the Message Title. If nothing is entered, this will default to the Notification Identifier above.
• Message: This is an optional field where you can enter more descriptive text within the Notification below the Pre-Text and the Title.
• Slack Webhook URL: Allows for an alternate Webhook URL to be used in special cases. This can be used in an event where a Notification should be sent to a different Team than the one that is defined for the Default Webhook.
• Slack Channel: This allows you to override the Slack Channel of the Webhook for this particular Notification. If you desire to send notifications to a specific Slack User in your Team, use the @username syntax. Leave blank for the Default Channel defined by the Webhook. Remember, this Channel needs to be one that the creator of the Webhook URL has access to!
• Color: Messages sent to Slack will have this color appear in a bar before the message.
• Username: Defines the name of the User that the message will appear to be from. The User does not need to exist in Slack and this can be set to anything you’d like. This will default to the name of your WordPress site.
• Icon Emoji or Image URL: If the default image or emoji used for notifications isn’t your style, this field will allow for custom graphics to be specified. You can also set any created Custom Slack Emoji that you want for this field.
• Additional fields will also appear depending on the selected Slack trigger. These allow you to specify for which Downloads a Trigger should send a Notification for example.

When a Slack Trigger is chosen, additional Fields and Text Replacement tags are added to the Form. For example, here’s what you will see when choosing the “Purchase Complete” Trigger:

The Text Replacement tags allow information about the Trigger to be added to the content of the Notification. This way you can see the contents of a cart for a Purchase, the Total, and other bits of information based on the chosen Trigger.

Once the Form has been filled out to your liking, click the “Save Slack Notification” button at the bottom of the form. This will close out the Form and bring you back to the screen you were at before and flash the Notification green to show that it has been Saved. The green Checkmark will show that the Notification is Active. Congratulations, you have configured your first Slack Notification!

If instead of a green Checkmark, you see a red “X”, the notification is Inactive. This can happen for one or more of the following reasons:

1. A Webhook URL was not set as the Default or otherwise provided as part of the Form.
2. The form was closed out without Saving.
3. A previously saved Notification was using a Trigger that is no longer available. This can happen when a plugin that integrates with EDD Slack gets disabled.

Setting up a Slack App

These steps are optional, but unlock extra functionality within EDD Slack. If you follow these steps, you will be able to perform actions on your site directly from a Slack Notification by clicking a Button within a Slack notification as well as return data from your site using Slash Commands.

Note: To proceed, your site must have SSL enabled!

If your site has SSL enabled, you will see some additional options below the created Slack Notifications:

At the top of this section, a list of any available Triggers that support Interactive Buttons will be displayed. If none are shown, you can still benefit from setting this up to use Slash Commands!

This functionality is based on linking a Slack App to your website. Follow the link to create your own Slack App by clicking the “Create New App” button to get started.

Initially Linking the Slack App:

The App Name field can be anything you want. It is used within Slash Commands as the “Username” when it returns data back to you. The Workspace field should be the Team you want to link your EDD store to. Click “Create App” to continue.

The next screen will show you your Client ID, Client Secret, and Verification Token for the Slack App in the App Credentials section lower on the page. Enter these back in the EDD Slack Settings (Downloads > Settings > Extensions > Slack)and click “Save Changes” at the bottom of the screen.

Before you can click the “Link Slack App” button that appears, you will need to define a Redirect URL for the Slack App. Back in the settings for the Slack App you created:

1. Click “OAuth & Permissions” on the left of the screen.
2. Click on “Add New Redirect URL”
3. Enter https://yoursite.com/wp-admin/edit.php?post_type=download&page=edd-settings&tab=extensions&section=edd-slack-settings where yoursite.com is the Domain of your site and click “Add” on the right side of the field.
4. Click “Save URLs” at the bottom.

Now you can return to the EDD Slack Settings page and click the “Link Slack App” button. This will pop up a new window where you will sign in to your Team that was set before to Authorize the Slack App on your site. Similarly to the Webhook URLs before, this will mean that it is restricted to the same Channels that the Slack User who linked the Slack App to the site has access to within the chosen Team.

Once Authorized, the popup window will close on its own and the EDD Slack Settings Page will refresh, presenting you with a “Slack App Linked Successfully” message.

Now that this step has been completed, API Endpoints have opened on your site. These are used for both Interactive Notifications and Slash Commands.

The next steps are to configure your Interactive Notifications followed by your Slash Commands.

Interactive Notifications

To set up Interactive Notifications for EDD Slack, return to your Slack App’s Settings and click on “Interactivity & Shortcuts” on the left side of the screen.

Click the Off toggle on the top right corner to enable them and enter https://yoursite.com/wp-json/edd-slack/v1/slack-app/interactive-message/submit in the Request URL field where yoursite.com is the Domain of your site. Once you’re finished, click “Save Changes”.

Slash Commands

Slash commands act as shortcuts for specific actions in Slack that you can use to interact with your EDD store.

To set up Slash Commands, within your Slack App’s Settings, click on “Slash Commands” then click “Create New Command”. This will bring up a window where the Settings for the Slash Command will be entered. 

EDD Slack utilizes a single Slash Command and routes it to different functions based on a passed parameter. Here is an example of a /edd command:

• Command: /edd We recommend setting the “Command” to /edd, but if you were to decide to name it /webstore or anything else that will also work.
• Request URL: https://yoursite.com/wp-json/edd-slack/v1/slack-app/slash-command/submit where yoursite.com is the domain name of your website.
• Short Description: Pull Info from EDD
• Usage Hint: Run “/edd help” for usage hints
• Escape channels/users: This can be left unchecked in most cases. Turning this on will modify the parameters sent with a command by a user. More details here

You can test Slash Commands by entering /edd help within any channel you have access to. Interactive Notifications will be used in place of regular Notifications where applicable.

The extension features several useful commands that can be run within Slack to retrieve data or create something new within your WordPress site without actually logging in to your site at all.

Slack already includes many useful slash commands which can be very helpful like the /remind command. EDD Slack introduces a few new commands that apply specifically to users of Easy Digital Downloads.

The easiest way to view all of the available slash commands included within EDD Slack is to enter /edd help into Slack. This can be done anywhere and the results will only be visible to you. They will look like this:

*/edd sales*
Description: Show an Earnings Report for the Selected Time Period
Example: `/edd sales this_month`
Option(s): `today`, `yesterday`, `this_week`, `last_week`, `this_month`, `last_month`, `this_quarter`, `last_quarter`, `this_year`, `last_year`
Default: `this_month`

*/edd version*
Description: Outputs the current version of Easy Digital Downloads.
Example: `/edd version`

*/edd discount*
Description: Outputs information about a Discount Code. This can also be used to create new Discount Codes.
Examples:
    `/edd discount DISCOUNTCODE` - Retrieve information about a Discount Code
    `/edd discount DISCOUNTCODE $3.50` - Create or Update a Discount Code with a Flat Rate Discount
    `/edd discount DISCOUNTCODE 42%` - Create or Update a Discount Code with a Percentage Discount

*/edd customer*
Description: Outputs information about a Customer. You can use either their Customer ID or their Primary Email Address for this command.
Examples:
    `/edd customer 42`
    `/edd customer admin@realbigmarketing.com`

*/edd help*
Description: Shows this Dialog. Optionally can show the Help Dialog for a Single Command.
Example: `/edd help`
Option(s): `sales`, `version`, `discount`, `customer`

• /edd help
• /edd sales
• /edd version
• /edd discount
• /edd customer

Configuring Slack Team Invites

To enable this feature, your own personal Slack User account must have the permissions necessary to Invite Users. This is normally reserved for Slack Team Admins. Similar to Interactive Messages and Webhook URLs, this inherits some capabilities of your Slack User. If you cannot Invite Users, neither can your Slack App.

The ability to auto-invite Customers to your Slack Team exists in the extension which requires Interactive Notifications and Slash Commands to have been enabled already.

Once you’ve enabled  Interactive Notifications and Slash Commands, a new button will appear in your EDD Slack settings to enable Slack Team Invites.

Once you click this button, a similar popup window will appear as when you previously set up Interactive Messages and Slash Commands. This is because you need to grant more permissions to your Slack App.

The window that appears will say that you are granting the Slack App the ability to access all content and all events in real-time. This is due to the fact that in order to invite Customers and Slack Users, your Slack App needs all of the permissions as a full-blown Slack Client. This is only used for inviting Customers to your Slack Team.

Once this is done some new options appear. This allows you to enable Slack Team Invites for Customers as well as Slack Team Invites for Vendors (If the Frontend Submissions extension is active on your site).

All newly invited Slack Users are auto-invited to your #general channel (Or whatever you have renamed it to). However, on this screen, you can define additional public channels you would like them to be invited to. It grabs all public channels from your Slack Team for you, so just choose whichever ones you’d like from the dropdown.

The “Join Slack Team Text” field adjusts the text shown when giving a Customer/Vendor the option to be invited to your Slack Team. For Customers, it shows on the Checkout page, and for Vendors on the Vendor registration page.

You can also manually invite Customers from their Customer Page under the “Tools” tab and, if you are using the  Frontend Submissions extension, Vendors from their Vendor Page under the “Profile” tab in the WordPress Dashboard.

Available Integrations

Easy Digital Downloads – Frontend Submissions

If Frontend Submissions is active, the following Triggers become available:

• New Vendor Application
• New Vendor Product (If Vendors are given permission to create Products)
• Vendor Product Edited (If Vendors are given permission to edit their Products)
• New Vendor Contact Form Submitted
• New Vendor Feedback (Requires Reviews to also be active)

Interactive Notification Support

The following Frontend Submissions Triggers support Interactive Notifications, provided different conditions are met. You are able to Approve or Deny the following Vendor actions directly from Slack:

• New Vendor Application (If new Vendor Applications are not set to be auto-approved)
• New Vendor Product (If new Vendor Products are not set to be auto-approved)
• Vendor Product Edited (If new Edits to Vendor Products are not set to be auto-approved)

Easy Digital Downloads – Software Licensing

If Software Licensing is active, the following Triggers become available:

• New License Key Generated
• License Key Activated
  • Note: Activating manually from the Licenses screen does not trigger this.
• License Key Deactivated
  • Note: Deactivating manually from the Licenses screen does not trigger this.
• License Upgraded

Easy Digital Downloads – Commissions

If Commissions is active, the following Trigger becomes available:

• New Commission

Easy Digital Downloads – Purchase Limit

If Purchase Limit is active, the following Trigger becomes available:

• Purchase Limit Reached

Comments on Downloads (If they’re enabled)

While not exactly an “Integration”, by default Easy Digital Downloads does not provide support for Comments on Downloads. However, if you enable it yourself or through another plugin, the following Trigger becomes available:

• New Comment on Download

Interactive Notification Support

This Interactive Notification is unique in that it has two versions: One for when your site is set to manually approve Comments and one for when it is not.

If you are manually approving Comments on your site, you have the ability to Approve the Comment or mark it as Spam. Otherwise, you only have the ability to mark it as Spam.

Note about Server-side Caching:

License Activation Triggers are now specific to Activation/Deactivation via EDD’s web API.

This can cause problems in some server configurations due to server-side caching. edd_action=activate and edd_action=deactivate URL Parameters should be excluded from caching on your site’s homepage to ensure that everything works correctly.

Easy Digital Downloads – Reviews

If Reviews is active, the following Triggers become available:

• New Review on Download
• New Vendor Feedback (Requires Frontend Submissions to also be active)

Easy Digital Downloads – Fraud Monitor

If Fraud Monitor is active, the following Trigger becomes available:

• Suspected Fraudulent Purchase

Interactive Notification Support

You can utilize Interactive Notifications to mark a Payment as Valid or mark it as Fraud from directly within Slack. When you do this, the Log attached to the Payment will state the action taken and say that it was done via EDD Slack and by which Slack User.

Easy Digital Downloads – Recurring Payments

If Recurring Payments is active, the following Triggers become available:

• New Subscription Created
• Subscription Cancelled

The post EDD Slack Integration first appeared on Easy Digital Downloads.

These discounts are unrelated to the product itself, or any other discount codes and options. These discounts are specifically connected to Membership Levels in Restrict Content Pro. If you have a certain membership level, you automatically get whatever discount is set for that membership level.

This document assumes you have Restrict Content Pro installed and know how to use it. Full documentation for Restrict Content Pro can be found here.

Creating Member Discounts

Immediately after installing the Member Discount extension you will find a Downloads → Member Discounts menu option in the WordPress admin.

Then at the top of the page there’s an Add New button.

The options for creating a new discount are quite simple. You provide a Title, which will be displayed on the checkout form, choose a Subscription level, and then a percentage off the total cost.

Once a discount is created for a given membership level, that discount is automatically applied to any sale for anyone holding that membership level. The customer doesn’t need to do anything to make the discount take effect.

Here’s a screenshot of a checkout page for a Platinum Member with a 50% discount for all Platinum Members.

Customers who are not members, or are members with no discount set, will never see an indication that discounts exist for any membership level.

Excluding products from the automatic discounts

You can prevent single products and/or whole product categories from being discounted. To do that, edit the product or product category in question, then enable the option to exclude the product or category from discounts.

To exclude a single product, edit the product, check the option to Exclude from RCP Member Discounts in the Download Settings panel, and save the product.

To exclude an entire category of products, go to Downloads → Categories, edit the category you want to exclude, select the Exclude from RCP Member Discounts option, and save the category.

Note to shop owners: if you are testing this extension on your site to see how it works, it’s important to understand its functionality. The extension checks a member’s subscription status when adding items to the cart, not on every page load. If you are adding items to the cart to see the discount, and then switching to another window to expire the member, you will still see the discount in the cart if you refresh the screen. To accurately test, you need to remove the items from the cart and add them back. You will see that the discounts are not applied.

The post Restrict Content Pro Member Discounts first appeared on Easy Digital Downloads.

After you have installed and activated the EDD Message extension you can find the settings area by navigating to Downloads → Settings → Extensions → EDD Message.

The Logging settings allow you to keep a record of the emails being sent between different users on the website. By default no logging is enabled.

When the Frontend Submissions extension is also active the settings page has a few more options:

The new settings allow you to disable communication between the vendor and the customer on the Vendor Dashboard page, and also disable a few fields on the message form.

Usage

Messaging Customers

With EDD Message, it is simple to send emails directly to customers from your WordPress dashboard. Simply follow these steps:

1. Login to your site and go to Downloads → Customers.

2. Click on a customer’s name.

3. On the left side of the page, look for the Messages icon and click on it:

4. Fill out any fields that apply.

5. Click Send Message.

Frontend Submissions Integration – Messaging Vendors

When the Frontend Submissions extension is active the EDD Message extension also allows the store Administrator to send a message to a Vendor from the admin dashboard.

To send unique messages directly to vendors in Frontend Submissions, simply follow these steps:

1. Go to EDD FES → Vendors.

2. Click on the name of a Vendor.

3. Click the Message Vendor icon in the left side menu then fill out all the fields necessary for the message you wish to send. Only “To”, “Subject” and “Message” are required.

After you’ve sent the message to the vendor, the email’s contents and details will be logged at the bottom of the message form page.

Frontend Submissions Integration – Vendors Messaging Customers

When the Frontend Submissions extension is active the EDD Message extension allows Vendors to send a message directly to the Customer that purchased a product from them.

1. Login as a Vendor and navigate to the Vendor Dashboard page.

2. Click on the Orders tab.

3. Locate the order with a customer you would like to message and click on the Send Message button.

4. Fill out the fields which apply for the unique message. Only “To”, “Subject” and “Message” are required.

5. Click the Send message button.

Note: Messages sent by vendors to customers are not saved. Only messages sent by admins to vendors or customers through the admin interfaces are logged.

The post EDD Message – Setup and Usage first appeared on Easy Digital Downloads.

Once installed and activated, this extension will give you 8 new custom Easy Digital Downloads widgets. You can view the new widgets by navigating to Appearance → Widgets in your WordPress Dashboard.

The new widgets are:

• Top Sellers
• Related Downloads
• Most Recent (Download)
• Featured Download
• Random Download
• Most Commented (Download)
• Downloads Archive
• Downloads Calendar

If you need help using or working with Widget areas, you can read more in this tutorial.

FAQ

1. Why is the Most Commented Download Widget not working?

This widget works if comments have been enabled for the downloads post type. To enable comments, use the following code:

// Download Comment Supports
if ( ! function_exists( 'your_prefix_edd_download_supports' ) ) {
    function your_prefix_edd_download_supports( $supports ) {
        $supports[] = 'comments';
        return $supports;
    }
}
add_filter( 'edd_download_supports', 'your_prefix_edd_download_supports' );

2. How do I set a fixed size for the widget’s thumbnail image?

The EDD Widgets pack allows you to set a fixed thumbnail size from code, to ensure the widget will look good on your theme. To do so, use the filters below:

// Set EDD Widgets Pack default image size
if ( ! function_exists( 'your_prefix_edd_widgets_thumbnail_size' ) ) {
    function your_prefix_edd_widgets_thumbnail_size( $size ) {
        return array( '56', '56' );
    }
}
add_filter( 'edd_widgets_top_sellers_thumbnail_size', 'your_prefix_edd_widgets_thumbnail_size' );
add_filter( 'edd_widgets_most_recent_thumbnail_size', 'your_prefix_edd_widgets_thumbnail_size' );
add_filter( 'edd_widgets_most_commented_thumbnail_size', 'your_prefix_edd_widgets_thumbnail_size' );
add_filter( 'edd_widgets_related_downloads_thumbnail_size', 'your_prefix_edd_widgets_thumbnail_size' );
// Set EDD Widgets Pack default image size for widgets that show only one download
if ( ! function_exists( 'your_prefix_edd_widgets_single_thumbnail_size' ) ) {
    function your_prefix_edd_widgets_single_thumbnail_size( $size ) {
        return array( '155', '156' );
    }
}
add_filter( 'edd_widgets_random_download_thumbnail_size', 'your_prefix_edd_widgets_single_thumbnail_size' );
add_filter( 'edd_widgets_featured_download_thumbnail_size', 'your_prefix_edd_widgets_single_thumbnail_size' );

The post Widgets Pack FAQ first appeared on Easy Digital Downloads.

1. Configure the Digital Badge extension

Once this extension is installed and activated, go to WordPress admin → Downloads → Settings → Extensions → Digital Badge Settings to configure the text that will be displayed to your customers.

2. Enable Digital Badges per Download

Once you’ve entered the Download Badge Text, the Product Badges box will need to be checked for each applicable Download. The Product Badges checkbox is located in the Download Settings menu on the right side of your screen when viewing a Download.

After checking the Product Badges box click Update to save your changes and display the badge.

The post Configuring the Digital Badge extension first appeared on Easy Digital Downloads.

Configuration Instructions for CSV Coupon Importer

1. 1. Once installed, locate the settings for this extension via WordPress admin → Downloads → Settings → Extensions → Coupon Importer
   2. The first step is to map your CSV columns to Discount Code values.

1. Find the section titled CSV Coupon Import Mapping and for each Discount Code value choose the column that matches.

Here’s an example of a CSV file in a spreadsheet application:

Here’s the mapping interface to match that CSV data:

When you’ve finished mapping the values, click
Save Changes at the bottom of the page.

Usage

Once your columns are mapped properly go to
Downloads → Import Coupons. There you may choose your input file that you wish to import.

Validation

Before committing to the import you may choose
Validate File Only. This will check your file for problems, so that you can fix them before actually importing.

Import File

Once your file has validated you can choose Import File with the validator checkbox unchecked and your coupons will import.

Potential Issues

It’s possible to try to import so many items at once that your server will time out. Each server has a different timeout setting; you’ll need to experiment with yours. When it times out, it will have successfully imported a number of discount codes, so you should check to see how many worked.

The post CSV Coupon Importer first appeared on Easy Digital Downloads.

Getting started

Once the plugin is installed, you need to enable the plugin from the settings page. The plugin settings can be found at Downloads > Settings > Payments > Advanced Sequential Order Numbers.

After the plugin is enabled, you do not have to do anything else. By default, the first order number will be 1 for all order series. If you wish to start somewhere else, you can change the next order number to be used in the settings as well.

Number series

The plugin operates with three different number series:

1. “Temporary order” numbers
2. “Free order” numbers
3. “Completed order” numbers

The number series are individually sequential and can be assigned unique prefixes and postfixes.

Temporary order numbers

When an order is created in EDD, a temporary order number is assigned to the order. The order number will be replaced once the order is marked as complete.

The temporary order is also stored for later reference and is visible on the payment details page.

Free order numbers

Once an order is completed, if the order total is 0, the order will be assigned an order number from this order series. Different order numbers for free orders can be disabled in the plugin settings.

Completed order numbers

If the order isn’t free, or the free order number series is disabled, once an order is completed, a regular order number is assigned to the order.

Order number padding

By default, order numbers only contain the number of digits that make up the number. If you want all order numbers to contain the same number of digits (i.e. 001 instead of 1), you can use this setting to achieve that.

Pad with

The character used to pad order numbers. For example, use 0 to add zeroes before the order number to get an order number of 001.

Order number length

This is used to set the length or number of digits in your order. The prefix/postfix values are not included in the order number length.

Next order numbers

This is the order number of the next order. If it’s empty, it’s 1. You can use this to start future orders at a specific number, 1000 instead of 1, or if you want to reset and start orders at 1 after updating the Prefix or Postfix.

Removing the plugin

If you wish to delete the plugin, you can do so without any issues, since this plugin doesn’t change any of the original order data.

FAQ

Does making changes to any of the settings affect existing orders?
No, updates to any of the settings only affect future order numbers.

Is it possible to have duplicate order numbers?
Yes, if the “Next order number” is set to an order number that already exists. Advanced Sequential Order Numbers will not check existing order numbers, so it’s important to make sure updating the settings does not result in duplicate order numbers.

The post Advanced Sequential Order Numbers Setup first appeared on Easy Digital Downloads.

1. Make sure you have the Zapier extension for EDD installed and activated. See primary setup documentation for instructions on how to connect Easy Digital Downloads to Zapier.

3. Click “Make a Zap” at the top of your Zapier account.

4. For the “Trigger”, search for “Easy Digital Downloads”.

5. We will now be presented with a list of triggers. Since we want to add the customer to our Constant Contact list when a new order is placed, we will select New Order. You can also use a number of other triggers but New Order is the main one you will want to use.

6. Click “Save and Continue” at the bottom of the page.

7. Click “Create Contact” then “Save + Continue”.

8. Click “Connect a new account” to authenticate your EDD shop in your Zapier account, or use an existing account you have already connected. To do so, follow the steps outlined in this article.

9. Once connected, set up the contact information. At minimum, you must select a list to subscribe customer’s to and an email address for the contact.

10. Click “Finish”, name your zap, and that’s it! Now, new customers in your EDD shop will automatically be added to your Constant Contact list when a purchase is made.

Going further

Zapier is endlessly flexible so you can do a lot more than subscribe customers when a purchase is made. For example, you can use the filter options in Zapier to conditionally subscribe customers based on what they purchased or how much money they spent with your store.

Here are some other examples to help you go further with this integration:

• You could remove a contact anytime a license key expires in Software Licensing
• You could remove a contact anytime a subscription expires or fails in Recurring Payments
• You could subscribe customers that purchase more than $500 to a special VIP list
• You could unsubscribe a contact anytime a customer is deleted in Easy Digital Downloads

The post Using Zapier to Integrate Constant Contact with EDD first appeared on Easy Digital Downloads.

If you have not already done so, please complete the following steps first:

1. Signup for a free Pushover account.
2. Download the iOS or Android app, depending on your platform.
3. Download and install the Pushover WordPress plugin.
4. Install and activate, the EDD Pushover extension, then go to WordPress admin → Settings → Pushover Notifications for EDD specific options.

Once you have done the steps above, follow the directions below to complete the setup (as shown in the screenshot).

Go to Settings → Pushover Notifications from your WordPress Dashboard

1. Enter your Application API Token/Key in the settings field.
2. Enter your User Key in the settings field. This and the step above will connect the plugin to your Pushover account.
3. Under the Send Notifications For options, choose the items you wish to receive notifications for. It is recommended that you at least enable notifications for New Sales and Daily Sales Report

Your site will now push notifications to your device any time a sale is completed.

Note, the notification is only pushed to your device when a sale is marked as “complete”. If your payments are still set to “pending”, notifications will not be sent to your device. If this is happening to you, please check the FAQs.

The post Pushover Notifications Setup first appeared on Easy Digital Downloads.

EDD Setup

After you have installed and activated the Zapier extension, you will need to generate an API key in order for the extension to work.

Navigate to Downloads > Tools > API Keys. If you already have an API key connected to your user account, you can use that one.

Note: For use with Zapier, the API key needs to be generated for a user account that is an “Administrator”.

Zapier Setup

1. 1. Click this link to gain access to the (currently private) EDD App: https://zapier.com/developer/public-invite/76688/7cf87d2c6d63d9fbd9a75fe40dbf3065/.
   2. Create a new Zap and select Easy Digital Downloads as a triggering service:

      

   3. The first time you create a Zap with Easy Digital Downloads, you will need to authenticate your site by providing your site URL, API key, and API Token. To find those keys, follow the steps in this article.
   4. Configure the Zap to behave as you need with optional conditional parameters. Zapier will then ask you to run a test trigger:

      

   5. When you see the screen above, go to your WordPress dashboard and navigate to Downloads → Settings → Extensions → Zapier.

When there, send the Trigger that Zapier is asking you for:

After you click the correct Trigger to send, you will see this in your Zapier tab:

Note: If you are getting an error like “Problem creating Webhook Subscription”, you may need to re-save your permalinks in WordPress. Do this by navigating to Settings → Permalinks → Save. If the error still happens after saving your permalinks, double check the Zapier extension for EDD is activated under Dashboard → Plugins.

Sample triggers in Zapier

Here is a description of each of the sample triggers in EDD Zapier and when they typically happen on their own:

Send “New Customer” Notification
This will send a test trigger to Zapier pretending that a new customer was created.

Send “Updated Customer” Notification
This will send a test trigger to Zapier pretending that a customer was updated/changed.

Send “New Order” Notification
This will send a test trigger to Zapier pretending that an order was just completed/paid.

Send “Pending Order” Notification
This will send a test trigger to Zapier pretending that a payment just came in but that payment’s status is “pending”. Note that an example of this is someone who has filled out the checkout form and then gone to PayPal for payment. We have the record of sale, but they haven’t completed their payment yet.

Send “Failed Order” Notification
This will send a test trigger to Zapier pretending that an order failed. Note that a “failed” payment usually happens if the credit card was rejected by the bank or a payment error occurred.

Send “Abandoned Order” Notification
This will send a test trigger to Zapier pretending that an order was abandoned. Note that “abandoned” payments happen if a “pending” payment is not completed after a week.

Send “Refunded Order” Notification
This will send a test trigger to Zapier pretending that an order was refunded.

Send “Revoked Order” Notification
This will send a test trigger to Zapier pretending that an order was revoked. A “revoked” order happens if you are taking away a customer’s access to the product without refunding their money.

Send “Deleted Order” Notification
This will send a test trigger to Zapier pretending that an order was deleted.

Send “Pre-Approved Order” Notification
This will send a test trigger to Zapier pretending that an order was pre-approved. A pre-approved payment is one where the customer has approved the payment, but it hasn’t been processed yet. This only happens in some unique and specific set-ups typically involving some sort of crowdfunding plugin.

Send “File Downloaded” Notification
This will send a test trigger to Zapier pretending that a file was downloaded by a customer.

Send “New Subscription” Notification
This will send a test trigger to Zapier pretending that a new Recurring Subscription was created. This typically happens when a customer purchases a recurring product for the first time. However, it can also happen if you manually create a subscription profile for a customer under Downloads → Subscriptions → Add New.

Send “New Subscription Payment” Notification
This will send a test trigger to Zapier pretending that a new recurring product was successfully purchased. This happens when a customer successfully purchases a recurring product for the first time.

Send “Subscription Renewed” Notification
This will send a test trigger to Zapier pretending that a recurring payment was successful. This typically happens each time a recurring payment comes in – but not for the original payment in a subscription.

Send “Subscription Completed” Notification
This will send a test trigger to Zapier pretending that a recurring subscription was completed. This typically happens if your recurring product has a maximum number of times it should charge the customer. For example, if you have it set to only charge the customer 4 times, after the 4th recurring payment comes in the subscription is completed.

Send “Subscription Expired” Notification
This will send a test trigger to Zapier pretending that a recurring subscription expired. This typically happens if a customer has signed up for a subscription but their credit card is cancelled and they don’t make the recurring payment in time.

Send “Subscription Failing” Notification
This will send a test trigger to Zapier pretending that a recurring subscription is failing. This typically happens if a customer has signed up for a subscription but their credit card is cancelled and we are still trying to charge their card because the expiration time has not yet been reached.

Send “Subscription Cancelled” Notification
This will send a test trigger to Zapier pretending that a recurring subscription was cancelled. This typically happens if a customer chooses to cancel their subscription.

Send “New License Key” Notification This will send a test trigger to Zapier pretending that a new license key was just created.

Send “License Key Status Changed to Inactive” Notification This will send a test trigger to Zapier pretending that a license key was just set to “inactive”. A license is typically “inactive” if it is not currently active on any sites.

Send “License Key Status Changed to Expired” Notification This will send a test trigger to Zapier pretending that a license key was just set to “expired”. A license is typically “expired” if it is past its expiration date and was not renewed by the customer.

Send “License Key Status Changed to Disabled” Notification This will send a test trigger to Zapier pretending that a license key was just set to “disabled”. A license is typically “disabled” if you manually set it to be disabled as the site-admin or the purchase was refunded.

Send “License Key Status Changed to Active” Notification This will send a test trigger to Zapier pretending that a license key was just activated on a site.

Send “License Key Deactivated” Notification
This will send a test trigger to Zapier pretending that a license key was just deactivated from a site.

Fields available from Easy Digital Downloads in Zapier

When setting up a Zap in your Zapier account, it is helpful to know what information will be available to you from Easy Digital Downloads. Here is a breakdown of the standard fields included in each hook:

New Order, Refunded Order, Revoked Order, Pending Order, Failed Order, Abandoned Order, Deleted Order, Cancelled Order :

• Order ID
• First Name
• Last Name
• Ordered Products
• Order Date
• Order Key
• Payment Gateway
• Subtotal
• Tax
• Fees
• Total
• Discount Codes
• Transaction ID
• Customer Email
• Billing Address

New Customer, Update Customer:

• User ID
• Name
• First Name
• Last Name
• Email
• Payment IDs
• Purchase Value
• Date Created
• Purchase Count
• Notes

New License, License Activated, License deactivated, License Expired, License Disabled:

• License ID
• License Key
• License Status
• Customer Name
• Customer Email
• Product ID
• Product Name
• Activation Limit
• Activation Count
• Activated URLs
• Expiration Date
• Is License Lifetime (true/false)

File Downloaded:

• File Name
• File URL
• User Email
• Product Name

Subscription Created, Subscription Renewed, Subscription Completed, Subscription Expired, Subscription Failing, Subscription Cancelled :

• Customer ID
• Subscription Period
• Initial Amount
• Recurring Amount
• Bill Times
• Transaction ID
• Initial/Parent Payment ID
• Product ID
• Created Date
• Expiration Date
• Status
• Profile ID
• Gateway
• Customer
• User ID

Related Articles

• Using Zapier to integrate Active Campaign with EDD

Integrated Extensions

The following extensions for Easy Digital Downloads have been integrated to have triggers in Zapier:

• Recurring Payments
• Software Licensing
• Checkout Fields Manager

The post Zapier Extension Setup Documentation first appeared on Easy Digital Downloads.

To create a new discount, click Add Discount at the top of the screen. You will be presented with a screen that looks like this:

Once you have the discount configured the way you want, click Publish. Once published, any customer who has met the specified criteria will have the discount automatically added to the shopping cart:

Discount Types

Note: With the many combinations available with Discounts Pro, we recommend you test your discounts to ensure desired functionality before making them available to your customers.

Recurring Payments Note: Discounts Pro discounts will apply to both the initial payment AND the renewal payments, regards of Recurring Payment’s discount settings, as those settings only apply to Discount Codes.

Fixed Price

Fixed amount discount for any product and quantity that are added to the cart. If the discount exceeds the cart’s total, the total will be $0.00.

Percentage Price

Percentage amount discounted for any product and quantity added to the cart.

Product Quantity

Discount based on multiple quantities of a single product. The discount value applies to each quantity.

For example, a quantity of 3 and a discount value of $1 with result in a $3 discount.

Each X products

Every X number of products gets a discount. One example of this usage would allow a store to setup a “Buy One Get One X Off” discount. This does not apply to multiple quantities of the same product.

From X products

Per product discount when X number of downloads are added. This does not apply to multiple quantities of the same product.

For example, get $1 off each download when you buy 10 downloads.

NOTE: If product quantity and individual products are set and the amount of products selected matches the quantity set, then the discount will only apply when those specific products are in the cart. Example: If product quantity is “2” then you can only choose 2 products for the discount to apply to.

Products in Cart

Discount based on total number of items in cart. Multiple quantities of the same item and/or multiple products.

Cart threshold

Discount applies when cart subtotal reaches a set amount. If quantity is $100, discount will not apply until cart has $100 of products.

The post Discounts Pro Setup Documentation first appeared on Easy Digital Downloads.

Setup

There are no setup steps/configuration. Once install and activated, the Discount Code Generator functionality is immediately available.

Usage

After you have installed and activated the Discount Code Generator extension, you will then navigate to Downloads → Discount Codes. You will see a “Generate Codes” button that will be used to generate the discount codes.

Clicking on the “Generate Codes” button will present the Discount Code Generator screen where you can apply settings for the discount codes that will be created.

Number of Codes: This is the number of discount codes to be created.

Name: This is the name of the discount code. Each code will be appended with a number (Example: New Discount-1).

Code: Select the format in which the code is created as well as the number of characters used.

Type: Choose whether the discount is a percentage or flat amount.

Amount: Choose the amount of the discount.

Downloads Requirements: Select downloads for the discount to apply to and choose whether to only apply the discount to those selected Download(s). Leave blank for all Downloads.

Start Date: Choose the date that the discount code will start. Leave blank to start immediately.

Expiration Date: Choose the date that the discount code will end. Leave blank to work indefinitely.

Minimum Amount: Choose the minimum amount to be spent in order for discount code to apply. Leave blank for unlimited.

Max Uses: Choose the maximum number of times that the discount code can be used. Leave blank for unlimited.

Use Once Per Customer: Choose whether or not the discount code should be used only once per customer.

Discount Code Generation

Once the settings are in place, click the “Create Codes” button and your discount codes will be automatically generated.

Export

If needed, you can navigate to Downloads → Reports → Export. Then click “Generate CSV” in the Export Discount Codes in CSV section.

You will then be given a .csv file containing all Discount Codes.

The post Discount Code Generator first appeared on Easy Digital Downloads.

Note: The PDF Invoices extension is considerd LEGACY. The functionality has been combined with the Invoices extension. It is recommended that all stores switch to the Invoices extension as PDF Invoices will no longer receive updates and support

To get started with PDF Invoices, the first thing you will want to do is install and activate it on your WordPress site. For instructions on how to install an extension, see this documentation.

Using PDF Invoices

Once PDF Invoices is installed and activated, invoices will be available to customers and admins without additional configuration. Although, most stores will want to customize invoices with their contact details and branding, which can be done in the PDF Invoice settings, explained below in this doc.

Accessing Invoices

Customer Access to Invoices

Users can access their past invoices by visiting their account page you have set up on your site using the [purchase_history] shortcode. A new column will appear in the table with direct links to invoices based the purchase.

Email Receipt

You may also use the new 
{invoice} template tag in the email settings found on Downloads → Settings → Emails (tab) page to put a link to the downloadable invoice in your emails.

Note: A user account is not required for customer to download the invoice via the email receipt.

Admin Access to Previous Invoices

To view PDF invoices for past purchases, you can go to the Payment History page and hover over any purchase to reveal a “Download Invoice” link. Clicking that link will give you access to the invoice for that particular purchase.

Basic Settings

 You can find the settings by going to
Downloads → Settings → Extensions (tab) → PDF Invoices (section) in your WordPress dashboard.

There you will find a few basic settings for extension configuration as well as fields where you can input unique information about your store to display on your invoice. Simply make your selections and fill in your store information.

Disable Invoices for Free Downloads: This prevents PDF Invoices appears for $0 purchase via the Purchase History and Email Receipts. 

Invoice Template: Chose between several templates for your PDF Invoices.

Characters not displaying correctly?: Some translations and non-English characters may not display properly. This setting should fix those situations.

Store Information

Fields are optional, so you leave fields black if you don’t want to include them in the invoice.

Logo: If the logo is greater than 90px in height, it will not be shown. On the Traditional template, if the logo is greater than 80px in height, it will not be shown. Also note that the logo will be output at 96 dpi.

PDF Invoices supports the listed template tags for use 
only in the Header Message, Footer Message, and Additional Notes fields. These fields do not support templates tags from EDD or any other extensions.

Note: HTML is not supported in the Additional Notes field.

If you would like to download a .zip file of invoices in bulk, there is a 3rd party extension available here

Common Issues

Though
PDF Invoices works perfectly fine in most environments, there are occasional scenarios where undesired behavior has been experienced by a select group of customers. Here are a few known issues and their solutions:

Uploaded images broken or errors when downloading invoices with image

In most cases, this issue is resolved by removing the image from the PDF Invoices settings and uploading it again. The problem is often caused by changes made to the site since the image was originally uploaded such as converting the site to use SSL or new security measures implemented.

Additionally, there are cases where .PNG image files do not work correctly with PDF Invoices. Using a .JPG file instead of a .PNG will usually restore the desired functionality.

Invoice IDs are displaying in the wrong format

If the IDs on the PDF invoices are not displaying in the format you prefer, they can be customized using the
Advanced Sequential Order Numbers extension.

Some custom information from the checkout form is not appearing on the invoice

Currently PDF Invoices does not support the addition of custom information such as custom checkout fields to the PDF templates. It is a known feature request which is being considered for a future release of the plugin. For now, apart from some custom development, it is possible to customize the invoices generated by our
Invoices extension.

If you have any questions or need assistance using PDF Invoices, please use the 
support email form.

The post PDF Invoices Setup Documentation first appeared on Easy Digital Downloads.

Here’s how to configure the popup.

Configuration Instructions for Add to Cart Popup

1. Once installed, locate the settings for this extension via WordPress admin → Downloads → Settings → Extensions → Add To Cart Popup
2. When you activate the plugin, the popup will be disabled by default. This is so you have the chance to adjust settings before activating it on your site. The popup can then be enabled by ticking the Enable Popup checkbox.

Note: When using the “Buy Now” button feature, or the Free Downloads extension, the popup will be automatically disabled so as not to interfere with payment gateway redirections or third party popups.

Customization

General Appearance

Preview Popup: This button allows you to trigger a popup while on the settings page to view your changes before you save them. You can also use the “Preview Popup” link on the Admin Bar. We added this so that you won’t have to constantly scroll back to the top of the settings page to preview the popup.

Note that the preview might not be entirely accurate when using shortcodes since some styles might not be loaded on the WordPress Admin. It is recommended to preview on your site’s front-end when you’re done to confirm the popup’s appearance.

Popup Text: Here you can set the text shown on the popup. If the plugin detects “%s” (without quotes) anywhere in this option’s text, it will be changed into the name of the download that the user has added to their cart. You also have the option of adding media files (such as images), embeds and even shortcodes within the popup.

Popup Plural Text: Similar to Popup Text, this text is shown on the popup when multiple items have been added to the cart at the same time. This is typical when using variable pricing options that allow multiple options to be added simultaneously. Once again, you also have the option of adding media files (such as images), embeds and even shortcodes within the popup.

Remember that you can expand the editor’s toolbar by clicking the right-most button on the editor!

Font Size: This allows you to change the overall size of the font used in the popup. Various CSS formats are accepted here.

• Pixel sizes are absolute fixed sizes. Example: 12px
• Percentage sizes are relative to the theme’s default font size. Example: 120% (20% larger than the theme’s font size).
• “em” values are similar to percentages, where 1em is the default font size. Example: 2em (twice as large as the default).

Text Color: The color of the popup text. To set the color, click on the color box to reveal the color picker.

Background Color: The color of the popup’s background. To set the color, click on the color box to reveal the color picker.

Here’s an example with the text color set to yellow and the background color set to blue:

Border: This option lets you style the border of the popup, which appears around the edge of the popup box. The three options are the width (or thickness), the style and the color, respectively.

Border Radius: The radius of the border’s corners. The larger this value, the more rounded the corners will be. This also applies if you have set the border as not visible (width is zero, style is “none” or color is transparent).

Shadow: This option lets you add a shadow to the popup by setting the shadow amount (size and thickness) and the shadow color. The example below adds a dark green shadow with a shadow amount of 15:

Overlay Color: The term overlay refers to the color that covers the rest of page when the popup is shown. You can change its color by clicking the color box to reveal the color picker, which also includes a transparency option. The example below changes the overlay to a light semi-transparent orange:

Popup Dimensions

Size: Here you can control the size of the popup. Various CSS formats are accepted here, including pixels and percentages.

• Pixel sizes are fixed sizes. Example: 500px (500 pixels on the user’s screen)
• Percentage sizes are relative to the size of the user’s browser window. Example: 60% (60% of the user’s screen)

If the width or height are left blank, the popup will automatically calculate them to fit the content.

The following example demonstrates a popup with a width set to 500px and the height left blank to be automatically calculated.

Padding: The padding refers to the spacing between the edge of the popup and its content, as shown in the following image:

The area in green is what is referred to as the “padding”.

Button Styles

Button Border: The border for the buttons shown in the popup, similar to the previous Border option. You can set the thickness, style and the color of the border respectively.

Corner Radius: The radius of the button corners. The larger this value, the more rounded the corners will be. This also applies if the button border is not visible (width set to 0, style is “none” or color is transparent).

For example: a blue “dotted” border with a width of 5px and a corner radius of 3px:

Button Padding: Similar to the popup Padding option, this allows you to adjust the spacing inside the button. For example, the following uses 6px top and bottom padding and 30px left and right padding.

Button Direction: You can set the buttons to either show side-by-side horizontally, or to stack up on top of each other vertically. The default setting is horizontal.

Button Alignment: You can choose between left, center and right alignment. Choosing either left or right will push the buttons to that respective side while choosing center will position the buttons in the center of the popup.

Button Order: This option allows you to choose which button is displayed first. If the Button Direction is set to horizontal, then this option will determine which button is shown to the left. If the Button Direction is set to vertical, then this option will determine which button is shown on top.

Checkout/Continue Button

The next two sections consist of identical options that allow you to tweak the individual appearance of both buttons.

Enabled: Choose whether to show or hide the button.

Text: You can customize the text of each button to whatever you want.

Text Color: The color of the text inside the button.

Text Color on Hover: The color of the text inside the button when the mouse cursor is hovering over the button.

Background Color: The background color of the button.

Background Color on Hover: The background color of the button when the mouse cursor is hovering over the button.

The following example uses white buttons with black text that change into red buttons with white text when the mouse cursor is over the button.

The Color Picker, Explained

The post Add To Cart Popup – Setup Documentation first appeared on Easy Digital Downloads.

Manual purchases are often used if a customer pays for a product in person, or perhaps over the phone with a credit card. They can also be used to provide a complimentary copy of your product to a customer for promotional purposes or for customer support purposes. Easy Digital Downloads 3.0 allows you to easily record even these orders.

Prior to version 3.0, it was possible to edit a payment in Easy Digital Downloads. In version 3.0, the correct way to handle this is to use the manual order creation process to create a new manual order. You can apply an adjustment or credit to offset the cost of the order you wanted to edit. This keeps accounting and reports more accurate.

To create a new order, navigate to  Downloads > Orders and click the “Add Order” button. You can also click New > Order from the WordPress admin bar.

Here you will see all of the options available for creating a new order.

Add Download: Choose one or more products to include in this order. You will select the download (or download variation if the product has variable prices) and quantity. The unit price and order total will automatically be calculated for you by EDD, or you can disable the automatic total calculation when adding the download and manually set those values.

Add Discount: If your store has registered discounts, you can select one to apply it to the order.

Add Adjustment: Optionally add an adjustment to the order, such as a fee or a store credit.

Customer: You may choose to associate this purchase with an existing customer or create a new customer. If taxes are enabled, you will need to select an existing address or add a new one to the order. You may be prompted to recalculate taxes after adding or changing an address.

Order Status: Although a financial transaction is not occurring when you manually add an order, the order status for this kind of order will affect whether digital files can be delivered.

Date: Enter the order date. If left blank, then the current date will be used.

Gateway: Choose which payment gateway applies to the new order. The Store Gateway is ideal for free purchases, but if you are recording a transaction which was processed through a registered gateway, select it from this list.

Key: This is a unique value identifying this order record. Usually, this will be left blank and EDD will automatically generate it.

Transaction ID: Enter a transaction ID for the payment. If the payment was taken directly through a gateway, you could enter that transaction ID, enter a new ID for this payment, or leave it  blank.

Send Purchase Receipt: Choose whether you’d like to send a receipt to the user once the payment is created.

The post Manually Creating Purchases first appeared on Easy Digital Downloads.

Supported conditions:

• If the cart is empty
• If the cart contains specific products
• If the current user has made previous purchases
• If the current user has no made no previous purchases
• If the visitor is logged in
• If the visitor is logged out
• If the user has active licenses (Software Licensing required)
• If the user has expired licenses (Software Licensing required)

Basic installation and use

Click here to download the extension. Once the extension is installed and activated you will be able to make use of the additional shortcodes (listed below).

Note: the shortcodes need opening and closing tags. As in [shortcode]Content here[/shortcode].

The Additional Shortcodes list

• Show only if the cart has items in it:
  • [edd_cart_has_contents]Content Here[/edd_cart_has_contents]
• Show only if the cart is empty
  • [edd_cart_is_empty]Content Here[/edd_cart_is_empty]
• Show only if the cart contains any/all of the specified items
  • [edd_items_in_cart ids=”20″]Content Here[/edd_items_in_cart]
  • [edd_items_in_cart ids=”20,34,25:1″]Content Here[/edd_items_in_cart]
  • [edd_items_in_cart ids=”20,34,25:1″ match=”all”]Content Here[/edd_items_in_cart]
  • [edd_items_in_cart ids=”20,34,25:1″ match=”any”]Content Here[/edd_items_in_cart]
• Show if the user has made previous purchases (will always be hidden if logged out)
  • [edd_user_has_purchases]Content Here[/edd_user_has_purchases]
• Show only if the user has no purchases. Includes the ‘loggedout’ parameter to specify if logged out users should be included in seeing the content. (Default true)
  • [edd_user_has_no_purchases loggedout=true]Content Here[/edd_user_has_no_purchases]
• Show content only if a user is logged in
  • [edd_is_user_logged_in]Content Here[/edd_is_user_logged_in]
• Show content only if a user is logged out
  • [edd_is_user_logged_out]Content Here[/edd_is_user_logged_out]
• Show content only if a user has purchased any of the specified download ids. Supports multiple IDs. If a download has variable pricing, you can pass just the ID for all options, or : for a specific variable pricing option.
  • [edd_user_has_purchased ids=”20,34,25:1″]Content Here[/edd_user_has_purchased]
• Software Licensing Support:
  • Show content only if a user has active licenses
    • [edd_has_active_licenses]Content Here[/edd_has_active_licenses]
  • Show content only if user has expired licenses
    • [edd_has_expired_licenses]Content Here[/edd_has_expired_licenses]

Ways to make use of Additional Shortcodes

There are many ways you can make use of these additional shortcodes. You can automatically customize the content of a page for a specific user in a specific moment. This can hugely increase the chances they will convert to a customer. Here are a few examples:

• If a visitor has a certain item in their cart, you can suggest related items to add before checkout.
• If a visitor happens to click on their cart page, and they have not added any products, instead of just telling them ‘your cart is empty’ (which may be obvious to them) you can load products on the page. Then they can shop right from that page without having to search elsewhere or wait for another page to load.
• If a visitor is logged in to your site, but has never purchased a product, they are demonstrating heightened intent to purchase. They are likely almost ready to purchase, they may just need a nudge. You can nudge them with a discount that is not available to the general public.

Customizations like these can be highly effective. And they are automated, once you set them up, you don’t have to think about them again.

The post Additional Shortcodes first appeared on Easy Digital Downloads.

In this guide, we’ll cover:

Setting up Invoices
Viewing Invoices
Invoice Options
Including an Invoice in your Purchase Receipts

Setup

In order to use Invoices, you need to have EDD(PRO) installed on your website. For a guide on how to install and activate your EDD(PRO) version, see this article.

Once you have EDD PRO activated, go to Downloads > Settings > Payments > Invoices and configure the invoice options.

1. Create a page for invoices

a. Create a new page (perhaps called “Invoice”) and add [edd_invoices] to the main content. 

b. Select your Invoice page in the Invoice Settings (Downloads > Settings > Payments > Invoices).

2. Configure Options

The remaining options are optional.

Disable Address Editing?: This prevents the customer from having the ability to add and/or edit the billing address that appears on the invoice when they generate their invoice.

Disable Invoices for Free Purchases: Enabling this option will block users from generating an invoice if the order has a total value of 0.

Invoice Page: The page on your site used to display invoices. This page needs to contain the [edd_invoices] shortcode, otherwise, invoices will not work.

Logo URL: URL for the logo that appears on customer generated invoices.

Invoice Style: Select the invoice template and accent color.

Company Name and Address: The Store / Company name and address you want to appear on customer invoices.

Registration Number: Used if your Store / Company has a registration number you want to appear on customer invoices. This can be left blank if you don’t have a number you want to use here.

Tax / VAT Number: Add a company tax / VAT number, if you need this to appear on customer invoices.

Additional Text: Any additional text you want to appear at the bottom of each invoice.

Viewing Invoices

Customers will now be able to generate an invoice from their purchase history page.

Admins can access invoices via the order (Downloads > Orders) by hovering just under the order number:

Or, within the order details by going to Downloads > Orders > Open Order > Email (tab) and click View Invoice.

Invoice Options

The invoice contains several buttons to allow the customer to manage, print, or download their invoice.

Update: Allows the customer to update the Name, Address, and Tax/VAT number. This button will not appear if Disable Address Editing? is checked in the invoice settings.

Back: Returns to the previous page.

Print: Opens your browser’s print settings.

Download PDF: Download the invoice to a PDF file.

Purchase Receipts

If you would like to add a link to the invoice generator in emailed purchase receipts, go to
Downloads → Settings → Emails, select the Text view and add the tag {edd_invoice} to your purchase receipt. It will contain a “View Invoice” which allows customers to open the invoice directly from the email receipt.

The post Invoices first appeared on Easy Digital Downloads.

First, you will need to purchase and install the Purchase Limit extension.

Once the extension is installed and activated, go to Downloads > Settings > Extensions and configure the following settings:

In order to limit when Downloads can be purchased, you will need to make sure that the Enable Date Restriction option is enabled.

Once you have configured the settings to your liking, go to the Edit screen for the product you wish to limit the purchase availability for. You will have a new section added to the screen that looks like this:

To limit when the product can be purchased, simply set the Start Date and End Date options to the dates you want the Download to be available for purchase.

Customers will now only be allowed to purchase the product inside of the specified date range. When viewed outside of the date range, the purchase buttons will look something like this:

The post Limiting When Downloads Can Be Purchased first appeared on Easy Digital Downloads.