Staging sites are important to the workflow of any site, and as such, Software Licensing does not count local or staging environments towards a license’s activation count. To help Plugin and Theme creators, we support a number of staging environment configurations.

Hosting Service Staging Environments

Many hosts provide Staging environments, allowing site owners to test updates and new plugins before they add them to their live website. The Software Licensing extension for Easy Digital Downloads recognizes and supports several of the most popular hosting services in the WordPress ecosystem. Below is a list of specifically supported hosting services that provide custom staging environments.

• WP Engine
• InstaWP
• Cloudways
• Kinsta
• GoDaddy
• FlyWheel
• BlueHost
• HostGator
• SiteGround

If your host is not listed here, they may be using a more standard way of creating staging sites, allowing our Standard Detection rules to apply without specific rules.

If you are a hosting service and want to be added to this list, reach out to us through our support team and we will contact you about allowing your customers to activate Plugin & Theme licenses in your staging environments.

Standard Staging Environments

If the hosting provider does not provide a tool to generate a staging environment or is using a more standard URL for their staging environments, EDD supports the following subdomain patterns as WordPress Staging Site URLs.

• *.staging.example.org
• *.test.example.org
• staging-*.example.org
• dev.example.org

WP Environment Type

The Plugin Updater class included with Software Licensing’s sample plugin and theme supports the wp_get_environment_type()function that was added in WordPress 5.5.0. If the hosting service or custom staging environment sets the WP_ENVIRONMENT_TYPE constant accurately, Software Licensing will handle the detection of a staging environment automatically, regardless of the domain being used.

The post WordPress Staging Site Support first appeared on Easy Digital Downloads.

Primary Menu

A menu assigned to the Primary Menu display location will show just below the site title.

Secondary Menu

A menu assigned to the Secondary Menu display location will show to the far right of the site title.

Mobile Menu

A menu assigned to the Mobile Menu display location will show only for mobile devices. Use this menu location to provide a more streamlined experience to mobile users, where screen real estate is scarce. If no menu is assigned to this location, the menu assigned to the Primary Menu location will be shown to mobile device users.

To learn more about menus, including creating them, adding items to a menu, deleting items and more, see the official WordPress Menu User Guide.

The post Themedd – Menus first appeared on Easy Digital Downloads.

Once your form is built, you may go to Downloads → Tools → Checkout Fields Manager and export your form in .json format. You may also import a previously exported .json file to either restore or recreate a form.

The post Checkout Fields Manager – Importing and Exporting Fields first appeared on Easy Digital Downloads.

We sure do! To view a demo of Themedd, visit our fictional eBook website, Success Stories.

Could I run a marketplace with Themedd?

Yes, Themedd works perfectly with  Frontend Submissions.

Why do some EDD extensions now look different?

Themes were designed to change how your website looks. In some instances, Themedd provides custom styling for some EDD extensions to provide an enhanced user experience.

Does Themedd support the Digital Marketplace Bundle?

Yes, all extensions in the Digital Marketplace Bundle will look great with Themedd.

Note: the Digital Marketplace Bundle has been discontinued and replaced with Passes. See Pricing for more information.

Can I use a page builder plugin with Themedd?

Yes, there shouldn’t be any issues with using a page builder plugin with Themedd.

Can I make custom changes to Themedd?

Absolutely! The best way to do this is from a child theme.

Can I contribute to Themedd?

Yes you can! Themedd is open source so you can contribute via GitHub.

The post Themedd – Frequently Asked Questions first appeared on Easy Digital Downloads.

FAQ

Can I import custom checkout field data via CSV?
No, custom checkout fields cannot currently be imported via CSV at this time.

The post Checkout Fields Manager – Exporting Payment Data first appeared on Easy Digital Downloads.

Step 1: Set up your custom checkout fields

The first thing you need to do is make sure you have your custom checkout fields set up using Checkout Fields Manager for Easy Digital Downloads.  Follow the setup guide for it here.

Note: Make sure your custom fields are set to save to Payment Meta and not User Meta if you’re passing data related to payments.

You’ll also need to make sure you have installed the EDD Zapier extension.

Additionally, you need to be ready to make a “test” purchase. So put your EDD store into Test Mode by navigating  to Downloads  → Settings → Payment Gateways, and enable Test Mode. You’ll also want to enable the Test Payment Gateway:

Now you are ready to make a test purchase.

Step 2: Set up the “Zap” in your Zapier account.

Now that you have the custom fields created, you can set up the “Zap”, which will collect the new order information and allow you to port it to the 3rd party app of your choice.

In your Zapier account:

1. Click this link to gain access to the (currently private) EDD App: https://zapier.com/developer/invite/26897/ef9fb387de3ff31c7661a7ffaa919d45.
2. Create a new Zap and select Easy Digital Downloads as a triggering service:
3. For the trigger, choose “New Order”:
   
4. Choose the site you are working with. If this is the first time you have created a Zap with Easy Digital Downloads, you will need to authenticate your site by providing your site URL, API Key & API Token. To find those keys, follow the steps in this article
5. Once you have authenticated your site, you’ll be on “Test this Step”. Here you need to complete a test purchase in your store, making sure you fill out the custom fields you’ve set up on your Checkout. By filling them out and completing a test purchase, Zapier will become aware that your custom fields exist.

   First, click the “Connect & Continue” button. This will make Zapier “Listen” for your test purchase.

   Second, complete a test purchase in your EDD Store. In a separate browser tab, go to your store, add one of your products to the cart, and click “Checkout”. Again, make sure you fill out the custom fields on your Checkout page with some test data.
   

6. Once you’ve completed the test purchase, go back to the Zapier tab. It will now say “Test Successful” and look like this:
   
7. Now you can set up the integration with the 3rd party app of your choosing. For this example we will use the “Email” action to email ourself whenever a new order is placed. We’ll make the email body contain my custom field information which was entered by the customer at checkout. For the Body (HTML or Plain) area, click on the top right icon and find your custom field in the dropdown. This will add it to the body.Now that you’ve put your custom field data into the body, you can finish setting up the “Zap” as normal and activate it in your Zapier account. That’s all there is to it!

Note: Keep in mind that it is extremely important that you follow all of these steps in this order. If you don’t you may not see your custom fields in Zapier.

Also, once you’ve set up your “Zap” successfully, make sure to take your store back out of Test Mode in your EDD settings.

The post Zapier integration with Checkout Fields Manager first appeared on Easy Digital Downloads.

For example, this can be used to detect if a purchase is made from a country other than the country associated with the billing address, then flag the purchase as potentially fraudulent.

Enabling Geofencing

The GeoFence feature is located in the ‘Country’ section of the Fraud Monitor configuration under Downloads → Tools → Fraud Monitor → Country.

Obtaining GeoCode API Keys

To obtain accurate location information, Fraud Monitor uses the Google GeoCode API. You need to set up an API Key to use this service.

1) Visit  https://developers.google.com/maps/documentation/geocoding/get-api-key#creating-api-keys

2) Click the ‘Get a Key’ button

3) Set up an API Key

If you have existing API Keys with Google, you need to select ‘+ Create a new project’ and then choose a name for your project:

If you do not have existing API Keys, you’ll be prompted to create one:

In both cases, once you add a project name, click ‘Create and Enable API’

4) Get your API Key for use with Fraud Monitor:

5) Add your GeoCode API Key to the Fraud Monitor settings:

Configuring a GeoFence Type

To allow store owners to customize their settings to suit their needs, Fraud Monitor allows you to configure your fence to be by “Country” or by “Distance”.

By Country

When you choose the ‘country’ setting, Fraud Monitor will compare the country supplied at checkout to the billing information and the country the IP address is registered to. If these two do not match, the payment will be flagged as fraud, for review.

By Distance

The ‘distance’ setting uses the billing address and IP address to approximate a distance based off the GeoLocation data to determine if the purchase was made from within the ‘fence’. It can be configured to use either miles or kilometers.

At the time of writing, the Google GeoCode API no longer limits the number of free requests per day however they do set a limit of maximum 50 requests/second. Once you reach this limit, Fraud Monitor will stop checking the API and bypass the Geofence feature. For more information on increasing that limit, you can see the Usage Limits section of the Google documentation.

The post Fraud Monitor – Configuring Geofencing first appeared on Easy Digital Downloads.

Configuration Instructions for Campaign Monitor

1. Once
installed, locate the settings for this extension via WordPress admin → Downloads → Settings → Extensions → Campaign Monitor

2. Enter your API Key and Client ID found under
Account Settings → API Keys in your Campaign Monitor account dashboard.

3. Finally set a Checkout Label if you wish and click
Save Settings. By default the checkout page will show “Sign up for our mailing list”. Once you Save Settings, all available lists will appear.

The post Campaign Monitor- Setup Documentation first appeared on Easy Digital Downloads.

1. Percentage rollouts – where a percentage of sites are given access to the update.
2. Version rollouts – where the update is only made available to sites currently using a lower or higher version than what you specify.

Note: These features only apply to updates given through the Software Licensing API. They do not apply to customers who are manually downloading the latest version through their account area.

Percentage rollouts

When enabled, you can choose what percent of sites should be given access to the new version. For example, if set to 50% then half of sites that check in for an update will be given the new version, and the other half will not see that an update is available (they will keep their existing version).

This can be useful if you want to test a major release with a smaller pool of sites before making it available to everyone. You can initially set the percentage lower, and slowly raise it until you’re comfortable making it available to your entire customer base (at which point you would disable staged rollouts completely).

Version rollouts

This option allows you to set version requirements for a new update.

• If you choose less than or equal to, then customers will only be given access to this new version if they are currently on a version less than or equal to what you specify in the “Version Number” box. If you enter “2.5”, then a customer who’s on version “2.1” will see the update, but a customer who’s on version “2.6” will not.
• If you choose greater than or equal to, then customers will only be given access to this new version if they are currently on a version greater than or equal to what you specify in the “Version Number” box. If you enter “2.5”, then a customer who’s on version “2.1” will not see the update, but a customer who’s on version “2.6” will see it.

The post Software Licensing – Staged Rollouts first appeared on Easy Digital Downloads.

We strongly recommend using a child theme with Themedd. Read our
Themedd – Using a child theme article to find out how.

The below will show you how to install Themedd, without using a child theme:

1. Download Themedd to your computer. Click the download link after purchase (it’s free!) from the purchase confirmation page or from your purchase receipt email. You can also download Themedd from your account page after purchase.
2. In your WordPress admin, go to Appearance → Themes and click Add New from the top of the screen.
3. Click Upload Theme from the top of the screen.
4. Click Browse, select the zip file you downloaded in step 1 and click open. Lastly, click Install Now.
5. Click Activate to active Themedd.

Tip: Installing Themedd on a Multisite installation of WordPress? For step 2 above, go to My Sites → Network Admin → Themes.

The post Themedd – Installation first appeared on Easy Digital Downloads.

Setup

With Commissions extension for Easy Digital Downloads and AffiliateWP enabled, there will be a new option registered in Affiliates → Settings → Integrations that allows you to choose whether commissions in EDD are affected by any referral commissions generated by AffiliateWP.

If you enable the Adjust EDD Commissions setting, the commission amount will be calculated from the purchase amount minus any referral commissions.

For example, if you have a $100 purchase that generates a $10 affiliate referral, the commission calculation will be based off of $90, not $100.

The post Commissions – AffiliateWP first appeared on Easy Digital Downloads.

Fraudulent transactions are a common occurrence in this day and age of identity theft. These transactions in your Easy Digital Downloads store can be time consuming to deal with, expensive to pay for, and could even get you blacklisted by payment gateways.

The Fraud Monitor extension uses a variety of tests to filter every transaction, looking for attributes commonly associated with fraudulent purchases. These tests are configured by the site owner.

Note: Before Fraud Monitor will begin monitoring payments, the settings must be configured.

Usage

Transactions are filtered based on the settings configured by the store owner. Filters can be based on:

• IP Address
• Country
• Email address
• Behavior based on formula created by the store owner

Once a transaction has been flagged as fraudulent, it’s placed in a holding area for review by the store owner.

Setup

After you have installed and activated the Fraud Monitor extension, you can find the settings area by navigating to Downloads → Tools→ Fraud Monitor.

1. Review the settings in this document to enable the monitoring features you want to use for your store.
2. (Optional) Configure geofencing.
3. You’ll be notified when a purchase is flagged and needs to be moderated.

The initial tab contains the General settings.

Settings

General

There are three sections on the General tab.

1) General Settings

The option is Moderate Free Purchases. Typically this is off since financial fraud isn’t an option without a payment, but it may be turned on to work in conjunction with other settings to prevent other kinds of abuse.

2) Admin Notifications

This allows an admin notification email to be sent when a transaction is flagged for fraud.

3) Customer Notifications

This will send an email to the customer letting them know the transaction is under review.

Note: if a flagged payment is actually fraudulent, the email address attached to the transaction may not work at all, resulting in a bounceback. This is a common issue.

IP Addresses

Transactions from any IP address placed into the text area shown in the screenshot will immediately be held for review. IP addresses should be entered one per line.

Country

You can choose what service to use to determine a user’s country based on their IP address.

You may configure Fraud Monitor to prevent purchases from specific countries. In the screenshot above, the United Kingdom and Andorra are disallowed. To choose more countries, you may click the input to see a list of countries or start typing to narrow down the list.

Fraud Monitor can be configured to detect differences in the billing information and IP address location to possibly flag a payment for review.

The Country Check setting restricts file downloads from a country other than the one the purchase was made from, if initiated in the first 24 hours from purchase.

Email

Note: This is for email domains, not full email addresses.

Placing a domain like example.com into the text area provided will make it so any transaction using that domain in the buyer’s email address will cause it to be held for moderation.

Additional Email Settings

Optionally you may choose to also check email addresses for patterns typically associated with fraudulent activity. This looks at the entire email address and compares it against known patterns common in fraudulent purchases.

Behavior

This section allows you to make a variety of settings specific to your own products and prices to create a filter customized to your needs.

User History

Typically once a transaction has been approved, that customer bypasses the Fraud Monitor from that point forward. This section gives you the opportunity to require checks for every user on every transaction.

Gateway Settings

If you prefer that purchases made via certain gateways not be moderated at all, you can do that in the Exclude Gateways settings.

Limit Thresholds

This section allows you to set maximum values for:

• Total Purchase Amount
• Total Purchased Items
• Total Purchased Bundles

These three options together can help you create some thresholds for Fraud Monitor.

For example, if you only sell one product, and it doesn’t make sense to buy more than one copy, set the Total Purchased Items to 1.

Another example involves selling 4 things for $1.00 each. You could set the Total Purchase Amount to $4.00, since there’s no reason for people to buy more than one copy.

For Total Purchased Bundles, imagine a scenario where you have two bundles and one bundle includes everything that the other bundle includes, plus more. Buying both bundles would be a waste, since the contents of one are offered in the other. If these were the only bundles on the site, then you’d set the value of Total Purchased Bundles to 2.

Product Combinations

This section allows you to create combinations of products that would indicate a fraudulent purchase. For example, buying an ebook on weight loss while ALSO buying an ebook on weight gain seems unlikely, so you could set that combination to trigger moderation.

The post Fraud Monitor – Installation and usage first appeared on Easy Digital Downloads.

The first style set we’ll look at is the rating section, which shows how many votes have been made and the ratings given.

Reviews also come with built-in styles, and look like this:

Lastly, the review form itself has some styles added:

Disabling Styles

If you prefer to make your own CSS styles for Product Reviews, go to Downloads → Extensions → Reviews and find the checkbox labeled Disable EDD Reviews CSS.

When this is checked, none of the default styles for Product Reviews will load.

Note: you may still see some styling of the forms since many themes come with form styling built in.

The post Reviews – Styles first appeared on Easy Digital Downloads.

Setup

First, create a page with this shortcode on it: [edd_commissions] Feel free to make the page private or password protected if desired.

The shortcode will print several blocks of information:

• Unpaid Commissions
• Paid Commissions
• Revoked Commissions

Here’s a very simple example of the Paid Commissions block:

Vendor Reports

There are shortcodes available to present reports to your vendors. See Commissions – Reports for a list of the shortcodes and examples.

Exporting

Vendors can export a CSV file that contains Product, Amount, and Date using the Commissions extension. Note that this is different from exporting the store’s CSV file, which contains data for all vendors. The export referenced in this document is for individual vendors, NOT for the entire store.

At the bottom of this page you’ll find a small form that looks like this:

Select a month and year, then press the Download CSV button. When you open the resulting file in a spreadsheet application, it should look similar to this:

The post Commissions – Vendor Account Page & Export first appeared on Easy Digital Downloads.

With the EDD Fraud Monitor extension, payments are stored in the Payment Moderation page when they are flagged as fraudulent. The menu item for the Payment Moderation page will have a number next to it indicating how many items are being held for moderation, as seen in the screenshot on the right.

Moderation List

The moderation list, as seen above, tells us these things about each payment:

• Payment ID
• Email address of the customer (with link to View/Edit)
• Total Payment Amount
• Number of reasons it was flagged
• Payment date
• Customer (with link to view the customer record)
• Payment status

Clicking the View/Edit link under the email field (on mouse hover) takes you to the screen for managing the payment.

Processing a Payment in Moderation

The Payment screen for a payment held in moderation is exactly like any other payment, except for the Fraud Monitor box in the top right corner (seen here to the right).

In the Fraud Monitor box, you can see a list of reasons this payment was marked fraudulent and actions you can take.

At the top of the box you have the Remove this flag with no further action link, which basically removes the “fraud” label of that payment so it will no longer show in the Payment Moderation area. Using this action does not change the status of the purchase, which will still be Pending Review.

Accept as Valid

Clicking Accept as Valid simply removes it from the Payment Moderation area and it once again is a normal payment.

This also finishes the transaction by sending a receipt and the proper emails.

Confirm as Fraud

Clicking “Confirm as Fraud” opens a small interface for choosing a way to mark the payment, as seen here on the right. The options are

• Refunded
• Revoked
• Deleted

Refunded

If the payment gateway used for the payment supports refunds, the refund will happen automatically. Otherwise it will have to be done manually after choosing this setting.

Revoked

This does not attempt a refund, but prevents the product from being downloaded.

Deleted

This option simply deletes the payment entirely. Payment fraud is very serious; if you choose this option, make sure the matter was resolved in some way.

The post Fraud Monitor – Payment Moderation first appeared on Easy Digital Downloads.

Request

use strict;
use warnings;

use LWP::UserAgent;
use CGI;

my $edd_action = 'check_license'; # Valid actions are activate_license, deactivate_license, get_version, check_license
my $license    = '';
my $item_name  = '';
my $url        = 'example.org'; # If you have disabled URL checking in the settings, you do not need this value

my $api = 'http://domain.com/';

my $ua       = LWP::UserAgent->new();
my $response = $ua->post( $api, { 'edd_action' => $edd_action, 'license' => $license, 'item_name' => $item_name, 'url' => $url } );
my $content  = $response->decoded_content();

my $cgi = CGI->new();
# This prints the resposne from the API, you'll need to validate the data from there using the
# HTTP status headers and the `success` response from the API
print $content;

Response

A response to the above query would be a JSON formatted string that would look something like this:

{
	"license": "valid",
	"item_name": "EDD Product name",
	"expires": "2014-10-23 00:00:00",
	"payment_id": 54224,
	"customer_name": "John Doe",
	"customer_email": "john@sample.com"
}

The post Software Licensing API – Example using Perl first appeared on Easy Digital Downloads.

Reports for all commissions are found under Downloads > Reports > Commissions. The report can be filtered using the filter options above the report.

Reporting Shortcodes

Below are four shortcodes that can render reports to individual logged in users.  The screenshot below shows what they render.

• [edd_commissions_overview] renders a grid of unpaid earnings, paid earnings, revoked rarnings, unpaid sales, paid sales, and revoked sales.
• [edd_commissions_graph] renders a chart showing earnings and sales, filterable by date.
• [edd_commissioned_products] renders of a list of the vendor’s items with the number of sales.
• [edd_commissions] renders unpaid commissions, listing item, amount, rate, and date.

The post Commissions – Reports first appeared on Easy Digital Downloads.

When setting up your shippable product, locate the “Commissions” metabox, and you will see options for how shipping fees should be split up. 

Available settings in product for splitting shipping fees:

Note: for any of the following Shipping-Split settings to be used, you must be using “Percentage” as the Commission Type. Flat Rate Commissions will not split up shipping fees.

– Use Site-Wide Default.

This option will split the Shipping fees based on the setting you’ve chosen in Downloads →Settings → Extensions → Commissions. 

– Split based on rate.

This option will use the commission rates in the product to split the Shipping fees among Vendors/Receivers. For example, if a Vendor/Receiver has a commission rate of 50%, they will earn 50% of the shipping fee as well. 

– Pay to 1st user.

If a specific Vendor is actually shipping the product, use this option. This option will pay the entire shipping fee to the first person listed in the “User(s)” field. While the commissions for the product’s price will still be split up based on the Rate(s), the Shipping fee will be paid entirely to the first listed Vendor/Receiver. If 1 person is shipping the item and you want them to get the entire shipping fee, make sure they are first in the User(s) field. Note that the Frontend Submissions extension will put the vendors in the User(s) field first for items submitted by that Vendor. 

– Pay to store. 

If the store (you) is shipping the item, use this option. You (the store) will get the entire shipping fee so you can use it to actually pay for shipping fees.

Site-Wide defaults for Shipping Fee split options with Commissions:

The Commissions extension has default settings which will be used by ship-able products which have the “Shipping” set to “Use Site-Wide Default”. You can find those by navigating to Downloads → Settings → Extensions → Commissions. 

These are the available options and what they mean:

– Split Shipping according to rates in product.

Choosing this option will cause Shipping Fees to be split using the Commission rates set up in the product in the “Rate(s)” field. Again, this option will only be used if the product being purchased is set to “Use Site-Wide Default” for the Commissions → Shipping option. Otherwise it will use the chosen setting in the actual product’s settings.

– Pay Shipping to 1st receiver in product.

If a specific Vendor is actually shipping the product, use this option. This option will pay the entire shipping fee to the first person listed in the “User(s)” field. While the commissions for the product’s price will still be split up based on the Rate(s), the Shipping fee will be paid entirely to the first listed Vendor/Receiver. If 1 person is shipping the item and you want them to get the entire shipping fee, make sure they are first in the User(s) field. Note that the Frontend Submissions extension will put the vendors in the User(s) field first for items submitted by that Vendor. Again, this option will only be used if the product being purchased is set to “Use Site-Wide Default” for the Commissions > Shipping option. Otherwise it will use the chosen setting in the actual product’s settings.

– Shipping Fee paid to store

If the store (you) is shipping the item, use this option. You (the store) will get the entire shipping fee so you can use it to actually pay for shipping fees. Again, this option will only be used if the product being purchased is set to “Use Site-Wide Default” for the Commissions → Shipping option. Otherwise it will use the chosen setting in the actual product’s settings.

The post Integration Guide: Commissions and Simple Shipping first appeared on Easy Digital Downloads.

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.

Activating your license key 

1. Locate your license key. This can be found from the purchase confirmation page or from your purchase receipt email after purchase. You can also find the license key on your account page.
2. Go to Appearance → Themedd License.
3. In the License Key input field, enter your license key.
4. Click Save License Key Changes.
5. Once the page refreshes, click Activate License.

Note: Please contact 
support if you have issues activating your license key.

The post Themedd – Activating the license key first appeared on Easy Digital Downloads.

This allows you to define additional email addresses here (one per line) that should receive sale notifications anytime a product is sold.

The post Per Product Notifications first appeared on Easy Digital Downloads.

FAQ and Troubleshooting:

Do users need to be logged in in order to post a review?
If the Reviews setting “Enable Guest Reviews” is checked, any visitor can leave a review.

Can I change where Reviews are shown on the page?
By default reviews will be shown directly beneath the “content” (which is the main text area of your product). You cannot move them without doing some custom development in your theme. Note that custom development isn’t provided by Easy Digital Downloads; please visit our Codeable page for more details on customizing EDD and/or the Reviews extension.

Does the Reviews Extension integrate with Google Reviews?
The Reviews extension automatically integrates with Google’s search results so your search results with product listings will show the review data.

The post Reviews – FAQ and Troubleshooting 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.

Overview

In the above screenshot, there are three reviews listed. Each row contains:

• The name of the reviewer
• Their email address
• The content of their review
• What Download the review pertains to with a link to that download and the number of reviews that exist for it
• The date the review was created

Note: In the screenshot above, the first item says “In reply to Bob”. That row is not considered a Review, but rather a reply to a review. The link on Bob’s name goes to the reply on the public facing product page.

Managing/Approving Reviews

Sidenote about Review statuses: Reviews will require (or not require) approval the same way general WordPress comments do. You can control whether WordPress comments require approval under Dashboard → Settings → Discussion → “Before a comment appears”. Whatever you choose there will also be used for EDD Reviews. 

If you hover over any reviewer information, you’ll see the options to Unapprove, Edit, Spam, or Trash. All reviews are sent through the same filters WordPress uses for comments, and the status will be set accordingly. Marking a review as Unapproved removes it from the front of the site, but does not delete the review.

Marking a review as Spam puts it into the Spam folder, and marking it as Trash puts it into the Trash folder, just like comments or posts.

Editing allows you to change the name, email, url, and content of the review. You may also change the status to Approved, Pending, or Spam, and also Trash the review.

Download Admin Page

On the admin page for each individual Download, you may close or disable reviews for that specific Download. In the right sidebar you’ll find a meta box titled Review Status with a button for Disabling and a button for Closing. Disabling reviews will not show any reviews whatsoever. Closing reviews will display any existing reviews, but prevent new reviews from being submitted.

Additionally, on single Download admin pages you can manage all the reviews for that Download. You can view, unapprove, edit, spam, and trash any review. it also shows how many stars the Download got for each review.

The post Reviews – Administration first appeared on Easy Digital Downloads.

Calculation Base

A key element in understanding how money is divided is the Calculation Base setting in the settings area for the Commissions extension.

Single Vendor

First we’re going to look at scenarios where there is a single vendor. This will help understand the sequence of events.

Let’s make up a scenario where there is a product for $100, and the Vendor gets 10%.

Subtotal (default)

If we choose Subtotal (default) then 

• the store owner will get $90 
• the Vendor will get $10.

Now let’s throw in a discount of 10%. With Subtotal (default)

• the store owner only gets $80. 
• the Vendor still gets $10

In this scenario the Vendor did not help cover some of the expense of the discount.

Total without Taxes

Using Total without Taxes and having no discount, it’s the same as our first scenario

• the store owner will get $90
• the Vendor will get $10. 

Now if we add in the 10% Discount, the Vendor will help carry that load. The total is reduced to $90 before being divided up. 

• The store owner will get $81
• the Vendor will get $9.

Total with Taxes

With this option we’ll still assume there is a product for $100, and the Vendor gets 10%, but now we’ll add in a 10% tax. This makes our total $110.

• the store owner will get $99
• the Vendor will get $11

Now let’s add in a 10% discount. This brings the total down to $99. 

• the the store owner will get $89.10
• the Vendor will get $9.90

Multiple Vendors, One Product

It’s possible to have one product with more than one vendor. In this case we’ll look at two vendors, each with a different commission rate.

To have a Download have more than one vendor with more than one vendor you’ll want to find the Commission metabox on the admin page for a Download. Users are comma separated and you’ll need to put in their WordPress user IDs. Rates are also comma separated, in the same order as the WordPress users.

Let’s make a scenario with a single Download for $100, but use the example in the screenshot, one vendor gets 10% and the other gets 5%.

Subtotal (default)

If we choose  Subtotal (default) calculation base then 

• the store owner will get $85 
• the first vendor will get $10
• the second vendor will get $5

Now let’s throw in a discount of 10%. With  Subtotal (default)

• the store owner only gets $75. 
• the first vendor still gets $10
• the second vendor still gets $5

In this scenario the vendors did  not help cover some of the expense of the discount.

Total without Taxes

Using  Total without Taxes and having no discount, it’s the same as our first scenario

• the store owner will get $85
• the first vendor will get $10. 
• the second vendor will get $5

Now if we add in the 10% Discount, the Vendor will help carry that load. The total is reduced to $90 before being divided up. 

• The store owner will get $76.50
• the first vendor will get $9.
• the second vendor will get $4.50

Total with Taxes

With this option we’ll still assume there is a product for $100, but now we’ll add in a 10% tax. This makes our total $110.

• the store owner will get $93.50
• the first vendor will get $11
• the second vendor will get $5.50

Now let’s add in a 10% discount. This brings the total down to $99. 

• the the store owner will get $84.15
• the first vendor will get $9.90
• the second vendor will get $4.95

Multiple Products

When dealing with multiple products, when working to calculate the totals, do the math on each product individually, using the formulas above. Then you can simply add the totals from the various products together to get the values you need.

The post Commissions – Rate Calculations first appeared on Easy Digital Downloads.

EDD Featured Review

This widget allows you to select a single review from any Download and show it in a widget. Here’s a screenshot of the admin interface:

The output includes the widget title, review title, reviewer name, product title, review full text, and the date of the review.

EDD Reviews

This widget renders recent reviews.  You may provide a number to limit how many reviews display. Admin screenshot:

The output lists the name of the reviewer and a link to the the download.

EDD Per Product Reviews

This widget is similar to EDD Reviews but only renders reviews for a single Download, and only shows on the page for that Download. Admin interface:

The output shows all reviews for the Download (or the number you chose, if you entered one) and contains the number of stars in the review, the title of the review, and the name of the reviewer.

The post Reviews – Widgets first appeared on Easy Digital Downloads.

Note: EDD Favorites requires the EDD Wish Lists extension to be installed and activated.

Setup

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

Favorites Page: This is the page where users will view their Favorites. It can be any page of your choosing as long as it contains the [edd_favorites] shortcode.

Favorites Edit Page: This is the page where users will be able to edit their Favorites List. It can be any page of your choosing as long as it contains the [edd_favorites_edit] shortcode.

Favorites Text: This is the text that will display on the front-end of the website on each Download to allow the user to add it to their Favorites.

Usage

Once activated, the Favorites buttons will show by default on all Downloads.

Note: The button appearance along with the icon are determined through the EDD Wish Lists settings area.

Once an item as been added as a Favorite it will be available through the “Favorites” page that is set in the general settings area mentioned above.

From this screen, the user can add the Favorite item to their cart, remove the Favorite, as well as navigate to their Favorites settings area by clicking “Edit Settings”

This page is available through the “Edit Settings” link on the Favorites page, and this is the same area the user will see if visiting the “Favorites Edit Page” that’s setup through the general settings mentioned above.

From this page the user has the ability to rename their Favorites list, add a description, choose whether the list is public or private, as well as delete their favorites if needed.

The post EDD Favorites first appeared on Easy Digital Downloads.

Configuring Purchase Gravatars

After the extension has been installed and activated go to WordPress admin → Downloads → Settings → Extensions → Purchase Gravatars and configure the display settings.

Next you’ll go to WordPress admin → Downloads → All Downloads and select the Download(s) you want your customers Gravatars to be displayed for.

Add the [edd_purchase_gravatars] shortcode to the product description text box and click Update.

Alternately you can use the EDD Purchase Gravatars widget to display the images.

The post EDD Purchase Gravatars first appeared on Easy Digital Downloads.

Setup

After you have installed and activated the Social Discounts extension, navigate to Downloads → Settings → Extensions → Social Discounts. You’ll first want to select the social networks you’d like people to share to, and then select your discount code. By not selecting a discount code, you can use it as a simple sharing tool.

Usage

1. Navigate to Downloads → Discount Codes and create a discount code that you want applied when someone shares
2. Select the Social Services to Enable you want users to be able to share on.
3. Select how you want the social sharing to appear by choosing a Display Sharing Services option. The short-code will work regardless of the setting if you want to place share on other page(s) on your site.
4. Select the discount code you want to use.
5. Configure messaging and appearance.

Note: Social Discount codes cannot be used at the same time as other discount codes for a single checkout. If your customers already have a discount code for some reason, they will have to choose whether to use their existing discount code or the one automatically applied through the Social Discounts extension.

Note on Twitter: On November 20th 2015 Twitter changed the way the “Tweet” button works. As a result, the discount is now applied when the “Tweet” button is clicked (not when the tweet is published).

Usage/Modifications

The Social Discounts extension for Easy Digital Downloads has available filters, shortcodes, etc that can be used for a more customized experience.

CSS Syling

A .shared CSS class is added dynamically to the wrapping HTML div when a product is shared. This will allow you to style the “thanks” title and message to make it more obvious that the product was shared and the user should should add the product to their cart, or proceed to checkout.

Filters

The following filters are available to developers when the Social Discounts extension is activated:

edd_social_discounts_classes


edd_social_discounts_share_title


edd_social_discounts_share_message

edd_social_discounts_facebook_share_button


edd_social_discounts_share_box

Shortcodes

With Social Discounts, by default the sharing buttons will be shown automatically after the content on all your products. By using the included shortcode you can fine tune the placement on a per product basis, or even include the sharing buttons on posts and/or pages.

Default usage

[edd_social_discount]

Advanced usage

The shortcode accepts an “id” parameter. This could be the ID another post, page or product. Extremely useful for when you want to share a product, from an entirely different page. If you want to share the current product/post/page that the shortcode is on, you do not need to include the ID parameter.

[edd_social_discount id="50"]

If you’re using the ID parameter above, chances are you’ll want to also customize the sharing title and message. You can use the “title” and “message” parameters like this:

[edd_social_discount id="50" title="Share my awesome product!" message="Share my awesome product and you'll receive a discount at checkout."]

Custom Tweet message:

[edd_social_discount tweet="This is a custom message for the twitter sharing button"]

Add Shortcode to Checkout

When a customer lands on your checkout page they have shown a desire in purchasing from you. This is a perfect opportunity to offer them a discount on their order in exchange for a social share with Social Discounts.

Although adding an ID parameter to the shortcode can share a specific post/page/download, if you don’t use the ID parameter, it will share the current page. This is not ideal in situations like this, where we want to share the site URL, not the URL to the checkout page.

This small code snippet will show you how to change the share URL conditionally, and share the site URL, not the checkout page.

<?php
/**
 * Change share URL conditionally
 */
function sumobi_edd_sd_change_share_url( $url ) {

	// change the URL to share only on the checkout page
	if ( function_exists( 'edd_is_checkout' ) && edd_is_checkout() ) {
		$url = site_url(); // the URL of your website
	}
	
	return $url;
}
add_filter( 'edd_social_discounts_share_url', 'sumobi_edd_sd_change_share_url' );

The post Social Discounts Setup first appeared on Easy Digital Downloads.

Does Simple Shipping integrate with my preferred shipping company?

No, Simple Shipping doesn’t integrate with any shipping company. It simply collects the shipping location address and then the store owner is responsible for all shipping details.

Can I have variable shipping costs by weight?

No, Simple Shipping is flat rate only.

Can I have variable shipping costs by size?

No, Simple Shipping has no mechanism for dealing with product size.

Can I have variable shipping costs by distance?

No, Simple Shipping is flat rate only (other than a separate rate for “Domestic” or “International”).

Can I charge a different rate for domestic and international shipping?

Yes, a single flat rate for domestic and a single flat rate for international.

Can Vendors set Shipping rates through Front End Submissions?

Yes. Read more in the Frontend Submissions Integration Guide.

Are shipping fees included in tax?

No.

Can products be “combined” so they are shipped in the same package?

No. This is something that has been discussed but decided it won’t be a feature that ever gets added to the Simple Shipping extension. That feature is what would take it from being a “Simple” shipping plugin to being a “Complicated” shipping plugin – and we want it to remain “Simple” to set up and use. The amount of scenarios that would need to be considered are absolutely enormous.

For a hypothetical example, you could have a car and a microwave being shipped in the same purchase. While they could fit into a very large box together, you wouldn’t necessarily just throw them into the same box. You’d need to make sure both were secure – and shipping a microwave with a car is very different from shipping one on its own. Additionally, the plugin wouldn’t know that a car is very heavy unless we also added a “weight” setting (one more level of complication for the user). We would then need to give you options to say that “if an object is heavier than X, it can’t be shipped with other items”.

Now instead, say the person was buying a microwave and a pair of headphones. They might fit into the same box and probably not increase the cost of shipping (over the cost of shipping the microwave). But say instead of buying headphones they bought a heavy brick (maybe they are collectors of bricks) the same size and shape as the headphone box. This would cost more to ship because it is heavier. The system would now need to add up the weight of the brick and the microwave to do a proper estimate of the cost of shipping the items together.

Now consider the size and shape of items as well. Say the user was buying headphones and a 2x4x8 piece of wood. These would not make sense to ship together since one is very long and the other is not. They would not simply fit into the same box easily – unless you defined the size and shape of boxes that you have “on-hand” as the shipper. This would then add more complication as you would need to enter all of your box-size possibilities.

Then there are also items that don’t have a solid width or height – like tshirts. You could fit 1 shirt into an envelope. You might even be able to fit 4 shirts into an envelope. But how do you know when you can’t fit any more shirts into an envelope? The system isn’t able to guess this and would require you to define “flexible” packaging (like envelopes that can “flex” in size) – but then let it know when to “max out”. You’d have to say “the envelope can only hold 4 shirts but not 5”. How you would say that would require a plethora of new options that would be difficult to understand.

Now imagine the person is buying 5 t-shirts and 16 pieces of paper. How many of those things combined could fit into a single envelope? Defining the way those combine becomes doubly as complex. As you add more and more different types of products, the complications increase exponentially.

The post Simple Shipping FAQ first appeared on Easy Digital Downloads.

Vendor Dashboard Instructions

Vendors (from Frontend Submissions) can deliver customized files to their customers.

Instructions for Vendors:

1. Log into the Vendor Dashboard
2. Click on “Orders”.
3. Find the order in question and click “View”.
4. Under “Custom Deliverables”, upload the file you’ve customized for the customer.
5. Click “Save Custom Deliverables”.
6. Use the “Notify Customer” tool to send an email to the customer, notifying them that their files are ready to download.

The post Custom Deliverables – Frontend Submissions Integration first appeared on Easy Digital Downloads.

Request

require 'net/http'

uri = URI('http://domain.com/')
req = Net::HTTP::Post.new(uri)

edd_action = 'check_license' # Valid actions are activate_license, deactivate_license, get_version, check_license
license    = ''
item_name  = ''
url        = 'example.org' # If you have disabled URL chaecking in the settings, you do not need this

req.set_form_data('edd_action' => edd_action, 'license' => license, 'item_name' => item_name, 'url' => url)

res = Net::HTTP.start(uri.hostname, uri.port) do |http|
  http.request(req)
end

case res
when Net::HTTPSuccess, Net::HTTPRedirection
  # check res.code for a 200 response, and then the response from the Software Licenseing API
  # will be located in res.body as a string of JSON
  puts res.body
else
  res.value
end

Response

A response to the above query would be a JSON formatted string that would look something like this:

{
	"license": "valid",
	"item_name": "EDD Product name",
	"expires": "2014-10-23 00:00:00",
	"payment_id": 54224,
	"customer_name": "John Doe",
	"customer_email": "john@sample.com"
}

The post Software Licensing API – Example using Ruby first appeared on Easy Digital Downloads.

Moderation

If the Frontend Submissions settings are set to require admin approval for uploads then the product will show in the Vendor dashboard under Products, but not on the front end of the site. This setting can be enabled or disable by navigating to EDD FES → Settings → Permissions.

When a Vendor submits a product, an email is sent to the site admin and the product is inserted into the database as Pending.

Here’s an example of a Pending product and some approved/live products.

Approval

If product uploads are set to be moderated, the store admin will need to navigate to Downloads → All Downloads to approve them.

Here’s an example:

To approve the product, hover over the product name and click Approve, OR edit the product and change its status to “Publish”.

Decline

When a product is pending review, place the product in Trash to Decline the submission of that product. The vendor will receive the Submission Declined email, if it’s enabled.

Revoke

To revoke a Vendor’s approved product, place the product in the Trash and it will be revoked. The vendor will receive the Submission Revoked email, if it’s enabled.

The post Frontend Submissions – Product Moderation and Approval first appeared on Easy Digital Downloads.

Enabling vendor feedback

When you install the Reviews extension, if you already have Frontend Submissions installed, the installation procedure will automatically create a Vendor Feedback page with the content set as [edd_reviews_vendor_feedback] which is a WordPress Shortcode. This shortcode displays the vendor feedback form when a user visits the page.

If you install Frontend Submissions after Reviews has been activated, you will need to manually create the Vendor Feedback page:

1. Create a new page from the WordPress Dashboard
2. Set your title accordingly (e.g. Vendor Feedback)
3. Set the content as [edd_reviews_vendor_feedback]
4. Visit Downloads → Settings → Reviews and set the Vendor Feedback Page to the one you just created.

Providing vendor feedback

Once Vendor Feedback has been correctly configured, links will automatically appear on the Purchase History page.

If customers buy a vendor’s product, they can leave feedback for the vendor. A link will be displayed on the customer’s Purchase History, which they can follow to supply feedback to the vendor. Links will only appear for products created by a vendor.

The Vendor Feedback page will look something like this:

Viewing vendor feedback

If you have the manage_shop_settings capability, you can view all the Vendor Feedback provided by navigating to EDD FES → Vendor Feedback from the WordPress dashboard.

On that page, you will see a table displaying all the feedback:

From here, you have the ability to apply similar actions to that of WordPress comments whereby you can unapprove, trash, or mark feedback as spam.

From the frontend, your vendors can see all feedback given to them by navigating to their Vendor Dashboard and clicking on the Vendor Feedback tab. The difference between the admin page and the frontend page is that the admin pages shows all feedback, while the frontend page only shows feedback specific to the vendor currently logged in.

The post Reviews – FES Integration first appeared on Easy Digital Downloads.

After installing and activating EDD Compare Products, a new button will be added to each item listed using the [downloads] shortcode. It will look something like this:

As you can see in the above screenshot, a new button is added for each item which, when clicked, adds the item to the list of items to compare. This list can be viewed by clicking on the “View Comparison” button (seen below). Any number of items can be added to the comparison at one time.

Configuration

To configure this extension, navigate to Downloads > Settings > Extensions > Compare Products. In this settings area, you’ll have several options to configure.

Default Comparison Page: This is the page that users will be directed to when clicking through to view comparisons. This page must contain the [edd_compare_products] shortcode.

Default Downloads: These are default download IDs that can be set by the site owner.

Default Table Style: This is the layout of the comparison table. The only available option at this time is for a horizontal scroll.

Meta Fields: Default meta fields can be defined here. Any custom meta fields attached to a download will also appear as selections in this area.

Compare Button Text: This allows you to set a custom label for the Compare button.

Go Button Text: This allows you to set a custom label for the button used to view comparisons.

Viewing Comparisons

When someone selects products to compare and visits the comparison page, they will see the products listed side by side like so:

The post Compare Products first appeared on Easy Digital Downloads.

Defining your Stripe API Version

In your wp-config.php file, find this line:

/* That's all, stop editing! Happy blogging. */

Place the following right above it:

define( 'EDD_STRIPE_API_VERSION', '2020-03-02' );


You can see a complete list of API Versions over at Stripe: https://stripe.com/docs/upgrades#api-changelog

Please Note: If possible, it is always best to define your API version from within your Stripe Dashboard. This method of defining it is for edge cases where it is not possible to use a specific version of the API via the provided methods within Stripe. You can see full documentation on the Stripe API versions within their docs.

The post Recurring Payments – Defining a Specific Stripe API Version 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.

Configure the Terms Per Product

Once this extension is installed and activated, go to WordPress admin → Downloads → All Downloads and select the Download(s) you wish to add your per product terms to. Within the Download Settings menu on the right you will see a Download Terms of Use box.

Once you’ve entered the terms specific to this Download click Update.

The terms specific to that product will then be displayed on the checkout page along with an Agree to Terms checkbox whenever a customer adds this product to their shopping cart and proceeds to checkout. If a customer purchases more than one item with unique terms multiple terms and checkboxes will be displayed at checkout.

The post Terms Per Product first appeared on Easy Digital Downloads.

Setup

After you have installed and activated the MaxMind Fraud Protection extension, you can find the settings area by navigating to Downloads → Settings → Misc.

License Key: This is where you will enter your license key obtained from Easy Digital Downloads.

API Key: This is where you will enter your API key from your MaxMind account.

MaxMind User ID: This field is required if the “Device Tracking” functionality is to be used.

Service: Choose whether to use the minFraud or Proxy Detection service from MaxMind.

Risk Score Limit: Enter the maximum risk score to allow, a valid risk score is between 0.01 and 100. For example, if you enter 20 you would allow up to a 20% chance of fraud.

Proxy Score: Enter the maximum proxy score to allow, a valid proxy score is between 0.00 and 4.00. A score of 0 or 1 will mean a low chance of a proxy being used while 3 or 4 means a medium to high chance of the customer using a proxy.

Error Message: Here you will enter the error message you want to display when the purchase meets or exceeds your risk or proxy score.

Optional Fields: Select optional fields to be used in determining risk scores. While these options are not required, they can help give more reliable results.

Gateway Support: This allows you to choose which installed payment gateways will use the MaxMind services. For credit card gateways that use the default EDD credit card fields, you will need to disable the MaxMind field output using the available options. Only the country field will be displayed by default for gateways that do not use the default credit card fields. You can enable the city, state, and postcode fields for more accurate results.

The post MaxMind Setup Instructions first appeared on Easy Digital Downloads.

API prerequisites

In order for this feature to work properly, the customer’s platform versions need to be sent along with the API request that checks for an update.

If you’re using our plugin updater, that means your product needs to be bundling version 1.9 or greater of the EDD_SL_Plugin_Updater class file.

If you’re using our theme updater, your product needs to be bundling version 1.2 or greater.

If you’ve built a custom integration, you need to make sure to include “php_version” and “wp_version” in your API request. Consult our API documentation for more details.

If a customer’s site does not include the platform version(s) in the API request then those requirements will not be checked and the user may still receive the update.

Configuring requirements for a product

To configure requirements for a product, edit the product via Downloads > Edit. On the right sidebar, search for a metabox called “Download Requirements”. It looks like this:

Simply enter your minimum required versions and save. Any versions left blank will not be checked or required.

Adding custom requirements

By default Software Licensing supports PHP and WordPress versions, though your own dependencies can be added with some custom code. Two steps are required:

1. Add your dependency to the metabox

Adding a new dependency is done with a simple filter like this, which needs to be added to your own site:

add_filter( 'edd_sl_platforms', function( $platforms ) {
	$platforms['your-platform-id'] = 'Your Platform Display Name';
	
	return $platforms;
} );

Replace your-platform-id with a unique, slug-friendly version of your dependency name, and replace Your Platform Display Name with the display-friendly version. Here’s an example of adding Easy Digital Downloads as a requirement:

add_filter( 'edd_sl_platforms', function( $platforms ) {
	$platforms['easy-digital-downloads'] = 'Easy Digital Downloads';

	return $platforms;
} );

Once added, your platform will appear in the metabox:

2. Include the dependency version in your API request

When checking for a new update via the API (within your product), you need to send the dependency’s current version number in the API request. To do that, you simply have to append a new argument: {your platform ID}_version.

A version check request normally looks like this:

https://YOURSITE.com/?edd_action=get_version&item_id=8&license=cc22c1ec86304b36883440e2e84cddff&url=http://licensedsite.com

But with our new argument, it would look like this:

https://YOURSITE.com/?edd_action=get_version&item_id=8&license=cc22c1ec86304b36883440e2e84cddff&url=http://licensedsite.com&easy-digital-downloads_version=1.0

Note the addition of &easy-digital-downloads_version=1.0 at the end.

If you’re using a custom updater, you can add the new argument directly to the API parameters sent with the request:

$api_params = array(
	'edd_action'                     => 'get_version',
	'license'                        => ! empty( $data['license'] ) ? $data['license'] : '',
	'item_name'                      => isset( $data['item_name'] ) ? $data['item_name'] : false,
	'item_id'                        => isset( $data['item_id'] ) ? $data['item_id'] : false,
	'version'                        => $this->version,
	'slug'                           => $data['slug'],
	'author'                         => $data['author'],
	'url'                            => home_url(),
	'beta'                           => ! empty( $data['beta'] ),
	'php_version'                    => phpversion(),
	'wp_version'                     => get_bloginfo( 'version' ),
	'easy-digital-downloads_version' => defined( 'EDD_VERSION' ) ? EDD_VERSION : '', // current version number
);

If you’re using our plugin updater class (version 1.9 or greater), then you can add this argument to the API request by using a filter. This filter needs to be part of your plugin, as it runs on your customers’ sites:

add_filter( 'edd_sl_plugin_updater_api_params', function( $api_params, $api_data, $plugin_file ) {
	/*
	 * Make sure $plugin_file matches your plugin's file path. You should have a constant for this
	 * or can use __FILE__ if this code goes in your plugin's main file.
	 */
	if ( __FILE__ === $plugin_file ) {
		// Dynamically retrieve the current version number.
		$api_params['easy-digital-downloads_version'] = defined( 'EDD_VERSION' ) ? EDD_VERSION : '';
	}

	return $api_params;
}, 10, 3 );

Be sure to replace easy-digital-downloads with the unique ID you’ve chosen for your dependency, and defined( 'EDD_VERSION' ) ? EDD_VERSION : '' with the current version number. This value needs to be able to be dynamically retrieved by the customer site.

The post Software Licensing – Minimum Requirements first appeared on Easy Digital Downloads.

Radio Buttons Example

In this example we’re going to use a custom radio buttons field, titled “Are you happy with this purchase process?”. The meta key for this field was automatically generated as are_you_happy_with_this_purchase_process, and we’ve simply made a Yes/No answer option. See below.

Since we’re going to be rendering this information on the customer receipt, let’s take a look at that template. The template we want is called shortcode-receipt.php. Read our docs on how to move this template to your theme.

Near the top of that file you’ll find this code:

$payment = get_post( $edd_receipt_args['id'] );

which creates an object for this payment. In the rest of this file we can now find the ID for this payment under $payment->ID.

In the example above the Meta Key is are_you_happy_with_this_purchase_process. Now that we have both the ID and the Meta Key we can get the value with this code:

get_post_meta( $payment->ID, 'are_you_happy_with_this_purchase_process', true )

Note: the ‘true’ in the example above indicates that we’re expecting a single value from get_post_meta(). Checkout Fields Manager returns a single value for all field types it offers.

Printing to the Receipt

In the above example we got the value we wanted, but now we want to render it nicely in receipts. In shortcode-receipt.php you’ll find a HTML table with a CSS ID of edd_purchase_receipt. You can copy this table and change the values. Here’s an example of a table header:

	 Then we can print a table row for the above question, like this:
Multi-answer Example

	 Some field types allow for multiple answers from a customer. Check boxes allow the customer to select multiple things for example. This is still stored as a single item in meta data; it’s a single array with multiple key/value pairs.  How it gets rendered is slightly different from above, however.

	 Here’s a custom field asking the customer what their favorite animal is:

	 

	 Rendering it in our HTML table would look like this:
ID, 'favorite_animal', true ) as $animal ) {
            $animals .= '
' . $animal . '
' . "n"; 
        }

	// print out the table row, wrapping the results in unordered list tags, and escaping with wp_kses_post()
    ?>
    

	 As you can see it’s only slightly more complicated than the first example.
Wrapping Up

	 Putting together the two code samples from above, we end up with something like this:

    

        

            

        
    
    




    

    
ID ), 'are_you_happy_with_this_purchase_process', true ) ) ); ?>








    

    






ID, 'favorite_animal', true ) as $animal ) {
                $animals .= '
' . $animal . '
' . "n"; 
            }

        // print out the table row, wrapping the results in unordered list tags, and escaping with wp_kses_post()
        ?>
        

    

        

            

        
    
    


    

        

        
ID ), 'are_you_happy_with_this_purchase_process', true ) ) ); ?>
    

    

        

        

    
    

Which will look like this:

Key Points

• To render Custom Fields answers on your receipts, copy the shortcode-receipt.php file to your theme and put your code in there
• Getting the data is simply doing a get_post_meta() call on the Meta Key provided in you the admin area
• All keys from Custom Fields Manager are stored as singles in the post_meta table.

Note: Easy Digital Downloads does not provide support for custom coding/development. If needed we recommend hiring a developer through Codeable make the custom changes you need.

The post Checkout Fields Manager – Getting Meta Data first appeared on Easy Digital Downloads.

Setup

After you have installed and activated the Variable Pricing Switcher extension, you can find the settings area by navigating to Downloads → Settings → Extensions → Variable Pricing Switcher.

Switcher Label: This is the text that will appear on the checkout page above the price switcher.

Disable cart on checkout: Enabling this option will remove the cart from the checkout page. This is particularly useful for single-product sites, or sites that do not need a shopping cart.

Force single variable price: Enabling this option allows for only 1 variable price per product to be be purchased at once.

Usage

When creating or editing a download product there is a new area in the right sidebar titled “Variable Pricing Switcher”. Enable this to allow that download product to have the option to switch variable prices during the checkout process.

Once enabled, when a customer adds an item that has variable pricing options, they will be able to change which pricing option they want during the checkout process.

The post Variable Pricing Switcher first appeared on Easy Digital Downloads.

Import Form

This option will allow you to import a JSON file with the proper settings from an FES form export. With this tool you can move form settings from one site to another or make a backup.

Export Form

This option will allow you to make an export of your form settings, for moving to another site or backing up.

Reset Form

This option allows you to select a form and reset it to the default fields and options that it came with.

Reset All Forms

This option is similar to the Reset Form option except it resets all FES forms to their default fields and options.

Reset Meta For All Forms

Front End Submissions 2.3 added meta information to forms. This option resets all of that information, and should not be used without first consulting with EDD support.

Delete Extraneous Forms

This action deletes all FES Forms which are not assigned to a form in the FES Settings Panel. 

Import Pre-FES 2.4 Settings

This option allows you to take a form settings JSON file from a version of FES older than 2.4 and import them. This should only be done as part of a restore process in the event that migrating from pre-2.4 to 2.4 causes issues.

Export Pre-FES 2.4 Settings

Recount Vendor Statistics

The post Frontend Submissions – Tools first appeared on Easy Digital Downloads.

To recreate the price and purchase button provided automatically by Themedd:

1. Drag the Download Details widget provided by Easy Digital Downloads into the Download Sidebar.
2. Remove the Title.
3. Uncheck Show Title, Show Download Categories and Show Download Tags.
4. Click Save.

Themedd provides 2 additional widgets that should only be used in the download sidebar:

1. Themedd: Download Details
2. Themedd: Download Author

Themedd: Download Details

The
Themedd: Download Details widget displays information about the download. The widget’s options include:

Title
This allows you to set a title which will display above the widget

Show date published
This will display the date the download was published.

Show number of sales
This will display the number of sales a download has had.

Show categories
This will display the download’s categories.

Show tags
This will display the download’s tags.

Show version number
If the Software Licensing extension is activated, a Show version number option is added to the widget. This will display the version number of the download, set from the download’s edit screen.

Themedd: Download Author

The
Themedd: Download Author widget displays information about a download’s author. The widget’s options include:

Title
This allows you to set a title which will display above the widget

Show author avatar
This will display the download author’s avatar. This can be set from the user’s profile page in WordPress.

Show author name
This will display the download author’s name.

Show author signup date
This will display the download author’s signup date.

Show website
This will display the download author’s website. The website can be set from the user’s profile page in WordPress.

Show store name
If the Frontend Submissions extension is activated, a Show store name option is added to the widget. This will display the store name of the vendor.

The post Themedd – Widgets first appeared on Easy Digital Downloads.

The meta box will list all of the currently active gateways on your Easy Digital Downloads install. By default, all gateways are allowed for every product. To restrict a download to a specific gateway or gateways, simply check them and hit save! In this example, Paypal and Stripe are the only active gateways.

Configuring Conditional Gateways

Beyond the per-download configuration already discussed, the Conditional Gateway extension requires very little configuration. At present, it only supports a single option which can be found under Downloads→Settings→Payment Gateways→Conditional Gateways.

This option allows you to configure the error message shown in any case where a user may add a combination of products to their cart which results in no gateways being available.

How Conditional Gateways works

By default, Easy Digital Downloads allows you to implement an unlimited number of gateways on your site. For the purposes of this documentation, we are going to assume that you have two active gateways, Paypal Standard and Stripe Standard or Stripe Pro. Now let’s assume that you are an author and are selling ebooks through your website, along with other digital goods. The Paypal Terms of Service explicitly disallows selling ebooks through their gateway so, for your ebooks, you would want to disable the Paypal gateway.

Now, if a user adds an ebook and another digital product to their cart, the system will run through each product in the cart and tally up the allowed gateways for each product. Since the non-ebook product allows both Paypal and Stripe, but the ebook only allows Stripe, the EDD checkout page will only list Stripe. If, however, you have configured all non-ebook products to ONLY allow payment through Paypal, and a user has added the previously mentioned products to the cart, Conditional Gateways will run through the products in the cart and determine that there is no active gateway capable of processing all products in the cart. If this happens, the cart will display a notification (set through options page referenced above) to the user prompting them to remove an item from the cart and disable the checkout button until a valid gateway is found.

The post Setting up Conditional Gateways 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.

Once the Acquisition Survey extension is installed and activated, you can navigate to Downloads → Settings → Extensions → Acquisition Survey to adjust your settings.

With these settings you can manage the Label for the dropdown on checkout, if the field is required by the customer, and the items available for your customers to choose from.

Survey Title: This is the title that will appear above the dropdown list. Example: How did you hear about us?

Require Survey Response: Choose whether or not a response to the survey question is required.

Acquisition Methods: The list is pre-populated with some of the more common methods of acquisition, but can be re-ordered and have items added or removed according to your needs.

The end result is a new form element on the ‘Personal Info’ section of the checkout screen:

You can also see which acquisition method was recorded when viewing payment records in Downloads → Payment History. The acquisition information will be available in the Payment Meta section of each payment record.

Reporting

Acquisition Survey also adds a new report to the reports section so you can get a breakdown of how your acquisition sources are performing.

To view reports navigate to Downloads → Reports and choose ‘Acquisition’ from the dropdown list then click ‘Show’.

The report view lists all current and past (identified with ‘inactive’) methods that have been registered with a payment:

Developer Info

Acquisition Survey offers a number of functions and filters that allow it to be extended.

Recorded acquisition methods are stored in the payment meta with the ‘meta_key’ of
_edd_payment_acquisition_method.

You can retrieve a payments acquisition method with the call:

edd_get_payment_meta( $payment_id, '_edd_payment_acquisition_method', false );

Filters

edd_acq_get_methods()
// This filters the array of acquisition methods after they are returned from the database. Methods are in the form of a numerically indexed array.

// Example
array(1) {
	array(2) {
		'name'  => 'Customer Facing Name',
		'value' => 'payment-meta-record'
	}
}

edd_acq_record_acquisition_method()
// Runs just before saving the acquisition method into the payment meta.

edd_acq_method_sales()
// Runs just before returning the number of sales for a requested acquisition method 'value'.

edd_acq_method_earnings()
// Runs just before returning the total earnings for a requested acquisition method 'value'.

The post Using Acquisition Survey first appeared on Easy Digital Downloads.

Enable review breakdown

If you see a product with an average rating of 5 stars, you may think “This is great!” But what if it’s only been reviewed once or twice? The rating may not be quite as meaningful. If there are 4.7 stars out of 500 reviews, the value of the rating is much higher. Enable Review Breakdown renders the number of votes with the reviews so the reader can properly evaluate the worth of the stars.

Disable multiple reviews by same author

If one person is allowed to create multiple reviews, the value of the ratings becomes diluted, and one person can dominate the tone of the reviews. This option prevents single users from leaving multiple reviews of the same product.

Disable voting on reviews

If you don’t care about rankings or voting or stars, you may simply turn off that feature with this option. Reviews will continue to be available; they just won’t have a ranking attached.

Only allow reviews by buyers

If it’s important to you that only people who actually experienced your product leave reviews then you can use this option to allow only those who have purchased the product to leave a review. 

Word Counts

A three-word review doesn’t convey much information. By the same token, a 1500-word review might be better served by its own blog post somewhere else. If you’d like to try to maintain a relative average length, you can use the Minimum word count and Maximum word count fields.

Discounts

You may offer a percentage discount in your store to anyone who leaves a review. Enable Reviewer Discount will activate this option, and then you may use the Reviewer Discount Amount field to set the discount amount.

Disable EDD Reviews CSS

This removes all built-in Reviews CSS, and allows you to style the plugin output any way you wish.

The post Reviews – Settings first appeared on Easy Digital Downloads.

Configuration Instructions

• Once installed, you can locate the settings for this extension by navigating to Downloads → Settings → Extensions → Password Meter.
• Here you will see a variety of options that can be configured to your liking.

Check Mode: This allows you to determine which type of password checking is to be used. “Strict” or “Moderate” are the available options.

Required Strength: This allows you to select the required strength of the password.

Minimum Length: This allows you to set the minimum length of the password that’s being created.

Maximum Length: This allows you to set the maximum length of the password that’s being created.

Disallow Show Password: This allows for the password field to not display the “show password” toggle.

Disallow Password Generation: This removes the “Generate Password” button available on the password field.

Hide Tooltips: This will remove tooltips from the password field.

Front-end Display

Once active, the Password Meter will be automatically in place on the EDD registration form. The Password Meter will alert users if they have not met the criteria set by the site owner in the settings area.

The Password Meter extension also provides a password generator option, which will generate a random password for the user.

The post Password Meter first appeared on Easy Digital Downloads.

Table of Contents

• Settings
• Templates
• Filters
• Shortcodes
• Troubleshooting

Settings

Once the Recommended Products extension is installed and activated, you can navigate to Downloads → Settings → Extensions → Recommended Products. Here you will have the ability to choose from several options on how you want the extension to function.

Show on Downloads – Checking this box will make the recommended products display on individual product pages.

Show on Checkout – Checking this box will make the recommended products display on the checkout screen.

Number of Recommendations – Determines how many recommended products are shown.

Show Free Products – Checking this box will allow free products to be included in the recommendations. By default free products are excluded.

Templates

Recommended Products includes two template files that can be customized by copying them to your theme’s edd_templates directory, as shown in the Moving EDD templates to your theme documentation.

To use the template files, copy the files from /
edd-recommended-products/templates/ to /wp-content/themes/YOURTHEME/edd_templates/ and then modify as desired.

Single Item Recommendations:

To get the recommendations for a single page (single.php download post type), use the supplied single_recommendations.php template as a guide to isolate the recommendations for this specific item. If desired, you can also supply the logged in user ID as a 2nd argument to
edd_rp_get_suggestions() to remove items the current user already owns. In the default template this is not enabled, and users will see items they have purchased in the Single view.

Checkout Page Recommendations:

This page uses all items currently in the cart to build a recommendation profile. You can use the supplied checkout_recommendations.php template as a guide to get the recommendations profile, and if desired specify the currently logged in user ID as a 2nd argument to
edd_rp_get_multi_suggestions() to remove items the current user already owns. In the default template this is enabled to prevent a user from buying items again, since they are 1 step away from final checkout.

Filters

Recommended Products includes several filters that can be used to adjust the extension’s behavior. These filters are for developers who are familiar with WordPress Hooks and Filters.

• edd_rp_log_query_args – Alter the number of logs used to determine recommendations (default is 250).
• edd_rp_single_recommendation_count – Alter the number of recommendations for a single product.
• edd_rp_single_recommendation_results – Allows you to filter the recommendations for a single product.
• edd_rp_multi_recommendation_count – Alter the number of recommendations for the multi product view
• edd_rp_multi_recommendation_results – Allows you to filter the recommendations for the multi product view
• edd_rp_suggestion_counts – Add items to the recommendations count dropdown.
• edd_checkout_image_size – Image size used for post images in the default recommendations templates.
• edd_recommended_products_languages_directory – Alter the location for language translations
• plugin_locale – Alter the locale being used.

Shortcodes

Recommended Products, includes a shortcode to allow for the recommendations to be placed within page/post content as you’d like. An example of this shortcode is:

[recommended_products ids="24, 41" count="10" title="We Also Recommend"]

The list of attributes (and their defaults) are:

• ids: a comma separated list of Download IDs to provide suggestions for (default: current post ID)
• user: “true” or “false”, whether to hide already purchased items from displaying (default: false)
• count: number of suggestions to show (default: 3)
• title: A title to display (default: “Recommended Products”)

Troubleshotting

Occasionally you may find that you have no recommendations. Below are some common reasons.

Reason 1: Not Enough Data

Recommended Products analyzes the last 250 purchases on the site (every night) and, based on those purchases, suggests other products that users have also purchased. This means that if your store is quite new, has been recently reset, or has very few transactions, you may not see any recommendations right away.

Reason 2: Already Purchased

On the checkout page, if the user is logged in and already owns a product, that product won’t be recommended to them, even if it met criteria to be recommended. This makes room for other products that the customer may be interested in buying.

Reason 3: Lack of Theme Support

Some themes simply choose not to render the Recommended Products on the Checkout page.

More generally, the Recommended Products extension relies on some hooks provided in the default EDD templates. If those templates are edited and/or those hooks are removed, no recommendations will be printed.

The post Recommended Products Intro and Settings first appeared on Easy Digital Downloads.

Tip: Using a child theme can speed up development time. As a bonus, you will learn a lot about WordPress theme development!

Installing the Themedd child theme

1. Download Themedd to your computer. Click the download link after purchase (it’s free!) from the purchase confirmation page or from your purchase receipt email. You can also download Themedd from your account page after purchase.
2. Download the Themedd child theme.
3. In your WordPress admin, go to Appearance → Themes and click Add New from the top of the screen.
4. Click Upload Theme from the top of the screen.
5. Click Browse, select the zip file you downloaded in step 1 and click open. Lastly, click Install Now.
6. Repeat step 5 and install the child theme you downloaded in step 2.
7. Click Activate to active the Themedd child theme.

Making changes to Themedd, from the child theme

PHP
All custom PHP functionality can be added to the functions.php file, inside the child theme.

CSS
All custom CSS styling can be added to the style.css file, inside the child theme.

The post Themedd – Using a child theme first appeared on Easy Digital Downloads.

Amazon S3

Frontend Submissions is fully compatible with the
Amazon S3 extension with some minor behavioral changes. Uploading works exactly the same, but Vendors may not browse the server. If they need to change files, the site admin must upload a new one. If they need to revert, they cannot browse to the original file, and they have to re-upload that original file. Read more information about Amazon S3 and Frontend Submissions here.

Commissions

Frontend Submissions is fully compatible with the
Commissions extension. You can read about how that integration works in this document.

Custom Deliverables

With Frontend Submissions and
Custom Deliverables your Vendors can deliver customized files to their customers. See Custom Deliverables – Frontend Submissions Integration for details.

Dropbox

The Dropbox File Store extension is
incompatible with Frontend Submissions.

EDD Message

EDD Message integrates perfectly with Frontend Submissions. With both active, it is possible to send unique, custom messages directly to Vendors. Additionally Vendors can send messages directly to their own customers.

Purchase Limit

Recurring Payments

Recurring Payments and Frontend Submissions are not fully integrated. Vendors will not be able to set recurring payment details in the submission form. However, recurring payment functionality can be enabled for vendor-uploaded products through the Edit Download screen by the site owner once submitted.

Simple Shipping

When
Simple Shipping and Frontend Submissions are both active, a “Shipping” field will become available in the “Add Extension Created Fields” section of the Submission Form. When this field is added to the Submission Form, Vendors will be able to define their own international and domestic shipping rates for each product. Additionally, if a Country field is added to the Vendor profile form with the meta key “vendor_country”, shipping calculations at checkout will be based on that value instead of the one saved in the Simple Shipping settings. See detailed instructions here.

Slack

EDD Slack includes an integration with Frontend Submissions. With EDD Slack it is possible to receive notifications within your Slack channels when Vendors register, submit products, and edit products as well as when customers contact Vendors. Additionally, EDD Slack can include interactive buttons within notifications for Vendor applications, submissions, and product edits so you can approve or reject the request right from Slack without having to login to your WordPress dashboard.

Software Licensing

The
Software Licensing extension is incompatible with Frontend Submissions.

Other Plugins

If you think perhaps you’ve found a conflict, or are wondering about a specific plugin, feel free to
open a support ticket and we’ll be happy to answer your questions.

The post Frontend Submissions – Extension Compatibility 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.

All files uploaded by Vendors will be automatically placed in the default bucket you have selected in the Amazon S3 settings. Within the default bucket, a folder with the Username or User ID of the Vendor will contain that Vendor’s files.

Folder Name Setting

This setting is added to the Amazon S3 Settings upon installing the Amazon S3 Extension. This setting determines the naming convention of the folder each Vendor’s files are placed in.

Prices and Files Form

When Amazon S3 and Frontend Submissions are both installed, files that are uploaded by Vendors (via the “Download Prices and Files” field on the “Add/Edit Product” page in their Vendor Dashboard) will be automatically transferred to your S3 account. There are no additional settings to configure; it’s all automatic.

Amazon S3 Uploader

This is used specifically for uploading files only accessible via the WordPress admin, which are found in the Download settings area when creating/editing a Download.

Notes:

• Files are all uploaded to the same bucket
• Files uploaded to Amazon S3 do not get stored in your local media library
• Only files uploaded through the Download Prices and Files field are uploaded to Amazon S3

The post Amazon S3 and Frontend Submissions first appeared on Easy Digital Downloads.

Installation

Because MailPoet is another WordPress plugin as opposed to a remote service, it’s recommended that you install MailPoet version 3 first and configure at least one email list.

EDD MailPoet settings

Once
installed, locate the settings for this extension via WordPress Dashboard > Downloads > Settings > Marketing > MailPoet

Show Signup on Checkout – This allows customers to sign up for any list at checkout. If this option is not checked, MailPoet will not be available at all in your EDD store. It’s essentially an on/off switch for the entire extension.

Signup Checked by default – If you check this box, the “Signup for the newsletter” checkbox on the checkout page will be checked by default.

Checkout Label – This allows you to customize the text that will be displayed on the Checkout page next to the checkbox. If you don’t enter anything “Signup for the newsletter” will show.

Download Specific Settings

Each download may be associated with a specific list. This allows you to have an updated list for each product. In the right column of the admin page for a single Download there is a metabox that allows the store owner to associate specific lists with that Download.

The store owner may associate a Download with more than one list, but the customer will still only see the one checkbox with the global label referred to above.

The post MailPoet – Setup Documentation 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.

Setup

After you have installed and activated the Download Email Attachments extension, you can find the settings area by navigating to Downloads → Settings → Extensions.

The only option is to enable the functionality on a per download basis. If this option is not enabled then all downloads will have email attachments in place for the file downloads.

If the above option is enabled, then each download will have an option to enable this functionality, and it will be located in the “Download Prices” area when creating or editing a download product.

NOTE: Pay special attention to the size of your download attachments. This extension is great for sending files as attachments, but a large file over 10mb may not reach a customer’s inbox. Some customers may have the maximum size for an email set even lower. Also note that this plugin does not remove download links from the purchase confirmation page (this can be done by editing the shortcode-receipt page) or the purchase confirmation receipt (you can remove download links from the email in Downloads → Settings → Emails → Purchase Receipts).

The post Download Email Attachments first appeared on Easy Digital Downloads.

Do I have to pay vendors through PayPal?

Paying vendors through PayPal is supported but not required. Commissions allows you to generate a CSV payout file, but this file format is supported by many platforms.

Can I pay vendors through Stripe?

Unfortunately not at this time. Want this feature? Let us know!

Can I pay vendors through Moneybookers?

Yes, Moneybookers supports the Commissions CSV payout file.

Can I pay vendors through Payoneer?

Not at this time. Want this feature? Let us know!

Can I pay vendors instantly during checkout?

It’s possible via the 3rd party extension PayPal Adaptive Payments.

Can I revoke commissions when orders are refunded?

Yes, this is done automatically if the “Revoke on Refund” setting is enabled. If it’s not enabled, you can do it manually via the commission details. See the Commissions – Refunds doc for details.

How many vendors can I have?

There is no limit to the number of vendors you can have.

Can I export commission records to a CSV file?

From your Commissions page at Downloads → Commissions, there is a button in the top left that says Generate Payout File. See Commissions – Payouts for details.

Can I pay commissions through PayPal without PayPal Payouts?

Yes, though you will have to process commission payouts one vendor at a time. The process would look like this:

1. Generate export file
2. Manually send payout to each vendor for the amount shown in the file.

Does Commissions work with Frontend Submissions?

Yes! See Integration Guide: Commissions and Frontend Submissions for details.

Can commissions be calculated before or after tax?

Yes, using the “Calculation Base” setting under Downloads → Settings → Extensions → Commissions → Calculation Base.

Can commissions be calculated after discounts?

Yes, using the “Calculation Base” setting under Downloads → Settings → Extensions → Commissions → Calculation Base.

The post Commissions – Frequently Asked Questions first appeared on Easy Digital Downloads.

Setup

Once installed and activated there are no settings to configure, the functionality is immediately available.

Usage

When installed this extension will add a “Duplicate” link in addition to the other links below the title of each of your Download posts. You can see these links by hovering over a Download title when navigating to Downloads → All Downloads.

When you click the “Duplicate” link the details of a product are copied to a new draft. This is extremely useful for variation products, because the variations do not need to be re-created for every single product.

If you need to duplicate a large number of Downloads, it may be best to bulk import products from CSV. This is useful for importing many products at once which might be more suitable than duplicating and modifying Downloads one at a time.

Note: There are many plugins available for duplicating posts. Some of them will copy over sales counts and earning stats which will likely lead to problems with your store. Additionally, many of these plugins do not have the programming in place to duplicate all of our custom metadata.

The post Duplicate Downloads first appeared on Easy Digital Downloads.

The Custom Deliverables extension for Easy Digital Downloads makes it possible to attach customized files to a customer’s order. The customer can log into their account at any time to download those files. The files are protected and tracked by the same system that protects normal deliverable files in Easy Digital Downloads.

Initial Setup:

Once activated, there are no settings to configure. In all Order Details (Downloads → Orders → Order Details) a Custom Deliverables section will appear where you can upload and notify customers that custom file(s) are available for download.

Attaching and delivering customized files to an order/payment

Within the Custom Deliverables section, you can Upload a File the same way you add files to a product.

(Optional) You can also choose which group(s) of files you want the customer to have access to. You can choose either default files only, customized files only, or both default and customized files.

• Default files are the files attached to the product by default when the product was first created and added to the store.
• Custom files are the files attached only to the payment in question.

You can also click to mark each product in the order (or “job”) as fulfilled. Once all jobs are marked as fullfilled, the payment will show as fulfilled under Dashboard → Downloads → Orders.

Click Notify Customer to notify customers their file is available for download.

Edit Notify Customer Email

You can edit the Notify Customer email under Downloads > Emails > Custom File Delivery.

Custom Deliverables – FAQ and Troubleshooting

How can I require that the customer be logged in to download customized files?

If you want to require that the customer be logged into your website in order to download their customized files, you can use this code snippet: http://library.easydigitaldownloads.com/misc/restrict-downloads-to-purchase-email.html

The best way to apply the code snippet to your site is to create a new custom plugin. To do that, install the free plugin called Pluginception, https://wordpress.org/plugins/pluginception/, and use it to create a new custom plugin. Name the plugin something appropriate and then paste the provided code snippet into it and activate the plugin.

For Vendors in Frontend Submissions, why isn’t the “Upload Files” button working for Custom Deliverables?

Double check that you have set up the Vendor Dashboard correctly. Go to Dashboard → EDD FES → Settings → Forms/Pages → Vendor Dashboard Page and make sure you have selected the correct page. This will solve the issue.

The post Custom Deliverables – Overview first appeared on Easy Digital Downloads.

Adding shipping to the submission form

To allow Vendors to set their own shipping rates on their products, edit the Submission Form and add the “Shipping” field which can be found under Add Extension Created Fields. When this is in place, vendors who edit products will see two fields: Domestic and International shipping rates.

Basing shipping costs on vendor location

Simple Shipping includes a setting for defining the base country of a digital store. This country will be used to determine whether the International or Domestic rate will apply when customers enter their shipping address during checkout. When using Simple Shipping with Frontend Submissions, typically the vendors will be the one handling the shipping and therefore it is necessary to base the country on the vendor’s location rather than the store owner’s.

To change the shipping calculation to use the Vendor’s location instead of the store’s, a new “Country” field must be added to the Vendor profile form. This field must use the Meta Key “vendor_country” to work correctly. Once this field is in place and a Vendor has set their country, customers purchasing products from the Vendor will have shipping costs added based upon that Vendor’s country instead of the main store’s country.

The post Integration Guide: Frontend Submissions and Simple Shipping first appeared on Easy Digital Downloads.

Once the QR Codes extension is installed and activated, you can configure through the creation or edit screen of a Download.

When editing or creating a Download, you will see a “QR Code” section in the right sidebar area:

You have the ability to create a QR code that will add the product to the cart when someone uses it, or just point to the page containing the Download/Product. Select your choice and click the “Generate” button to show the QR code, a URL and download the image if needed.

The post QR Codes first appeared on Easy Digital Downloads.

Configuration Settings

After you have installed and activated the Upload File extension, you can find the settings area by navigating to Downloads → Extensions → Upload File.

General Settings

File Upload Location: This allows you to choose the location of the upload form, either the Checkout Page or the Receipt Page.

Allowed File Extensions: You can choose which file extensions to allow or leave blank for no restriction on file types.

Maximum Number of Files: This allows you to choose how many files can be uploaded by the user.

Allow User Download: You can choose whether or not the user will be able to download the file on the Purchase Confirmation screen.

Text Settings

Upload Form Title: This is the title of the form upload area.

Upload Form Description: This is the description in the upload area that appears below the title.

Upload Form Line Item: This is the text that appears directly above the upload button. This field accepts the following template tags:

• {limit} – The upload limit for a given product
• {files} – Displays “file” or “files” depending on the upload limit that’s in place
• {product} – The name of the product that uploaded files are relevant to

Usage

Once settings are in place, navigate to a Download product or create a new one. In the right column there will now be a “File Uploads” settings area.

Here you are able to enable file uploads for the Download product, set an upload limit and allowed file extensions, or use the global settings outlined above by leaving blank or at zero.

Once in place, the user will now see an upload form on checkout for any Download product that has “File Uploads” enabled.

Upon a successful transaction, if “Allow User Download” is enabled in the global settings area, the user will see the uploaded file and have the opportunity to download it on the Purchase Confirmation page.

The post Upload File first appeared on Easy Digital Downloads.

Note: If an extension for Easy Digital Downloads isn’t listed below it’s highly likely it works just fine with Themedd. Only extensions with an enhanced integration have been listed in this article. If you feel an extension does not play nicely with Themedd, let us know.

Frontend Submissions

https://easydigitaldownloads.com/extensions/frontend-submissions

• 100% custom CSS styling (CSS file only loaded when extension is active)
• A unique single-vendor.php page template that can be overridden from a child theme
• Side by side login and registration forms
• Custom dashboard with vertical tabs
• Vendor contact form on the single vendor page; “Display Vendor Contact Form” option added to Appearance → Customize → Easy Digital Downloads

Software Licensing

https://easydigitaldownloads.com/downloads/software-licensing

• Dequeues the extension’s CSS styling for better performance; all styling is already handled by Themedd’s CSS

Cross-sell/Upsell

https://easydigitaldownloads.com/downloads/edd-cross-sell-and-upsell

• Dequeues the extension’s CSS styling for better performance; all styling is already handled by Themedd’s CSS
• HTML markup tweaks

Reviews

https://easydigitaldownloads.com/downloads/product-reviews

• 100% custom CSS styling; CSS file only loaded when extension is active
• Adds an extra HTML body class to help with Frontend Submissions compatibility

Commissions

https://easydigitaldownloads.com/extensions/commissions

• Custom CSS styling

Points and Rewards

https://easydigitaldownloads.com/downloads/points-rewards

• 100% custom CSS styling; CSS file only loaded when extension is active
• HTML markup tweaks

Recommended Products

https://easydigitaldownloads.com/downloads/recommended-products

• Dequeues the extension’s CSS styling for better performance; all styling is already handled by Themedd’s CSS

AffiliateWP

https://affiliatewp.com

Themedd provides an enhanced integration for our sister product, AffiliateWP.

• 100% custom CSS styling; CSS styling only loaded when plugin is active
• Custom dashboard with vertical tabs
• Side by side login and registration forms

Subtitles

https://wordpress.org/plugins/subtitles

• Support for subtitles on downloads
• 100% custom CSS styling
• HTML markup tweaks

The post Themedd – Enhanced plugin integrations first appeared on Easy Digital Downloads.

Make a User a Vendor

Frontend Submissions has a helper function called  make_user_vendor() which does two things at once:

• makes a user into a vendor
• changes the status on that new vendor to Approved

EDD_FES()->vendors->make_user_vendor( $user_id );

Important: the ID parameter used above is the WordPress user ID.

Change a Vendor’s Status

There are three statuses that a Vendor may have:

• Approved
• Pending
• Suspended

There are also two actions that may be taken:

• Unsuspend
• Revoke

All of these use the same method, but statuses and actions are different things.  Here’s how it works.

First you must instantiate an Frontend Submissions object like one of these:

// Example showing required input
$vendor = new FES_Vendor( $_id_or_email = false, $by_user_id = false );

// using a vendor ID
$vendor = new FES_Vendor( 14, false );

// using the email address associated with the vendor ID
$vendor = new FES_Vendor( 'user@example.com', true );

Secondly, you run the change_status() method on that object, similar to one of these examples:

// Example showing required input
$vendor->change_status( $new_status = '', $in_admin = false, $output = false );

The $in_admin input allows you to declare whether this action should be allowed in the context of admin area, or outside of it. You may wish to allow this change inside the admin area, but not outside the admin area for example.

// Set a vendor to approved, inside the admin area, with no output
$vendor->change_status( 'approved' );

// Set a vendor to pending, outside the admin area, with no output
$vendor->change_status( 'pending', true );

// Set a vendor to suspended, outside the admin area, with no output
$vendor->change_status( 'suspended', true, true );

In addition to the above status changes, you can run these actions:

// Revoke a vendor, inside the admin area, with no output.  
// This will effectively make a user NOT a vendor, and remove all their products.
$vendor->change_status( 'revoke' );

// Changes a user from suspended to approved. At this point identical to setting
// a user to approved, but in the future may contain some additional features.
$vendor->change_status( 'unsuspend' );

The post Frontend Submissions Developer Documentation first appeared on Easy Digital Downloads.

Common Field Elements

While there are very few field options that occur on every field, there are some that are on most fields. Here are examples:

Show field on frontend checkout field

This option allows you to show the field either only in the admin or in both the admin and the front of the site. Here’s an example of a field in the builder set to only appear on the back end.

Here’s that same field rendering on the Payment record page ( Downloads → Payment History):

This field may be used by the administrator while the customer need never knows it exists.

Show in exported CSVs

You may choose to include this field in exported CSVs or not

Where should this meta be stored

You may choose to store this meta in the Payment Meta (different values for all orders by a particular user), or User Meta (same value for all orders by a particular user).

Note: If you do not have “Require Login” enabled in your settings, the option to store the data in User Meta will not appear because your users may not have user accounts in which to store the data. This setting can be found by navigating to Downloads → Settings → Misc → Checkout 

Meta Key

This is the name of the meta field in which you wish to store this data. If you leave it blank when creating the field, one will be created for you based on the Field Label.

Note: Do not change the meta key after creating it. If you do, any data created with the former meta key will be lost.

Note: Meta keys may not have spaces. Convention is to replace spaces with an underscore, but a hyphen will also work.

CSS Class Name

This allows you to set a custom CSS class name just for this field.

Size

All fields that are text types have an option for size (width). Results may vary depending on theme used.

Storing data in user meta

As mentioned above, you have the option to store your field either in Payment Meta or User Meta.  Any data stored in User Meta will be attached to the logged in user making the purchase and be available to that user for future use.

An example would be a customer phone number. Once stored in user meta during a transaction, when that customer returns and makes another transaction while logged in their phone number would be already filled in for them.

The customer will also have access to custom fields attached to their user in their Profile Editor, created by the [edd_profile_editor] shortcode.

Note: The option to store data in user meta will only be available if the “Require Login” option is enabled in in Downloads → Settings → Misc → Checkout.

Field Type Options

There are 22 field types to choose from:

Action Hook

This is for developers to add dynamic elements as they want. It provides the chance to add whatever input type you want to add in this form. The image below shows this field with a code example using the Hook Name “hookname”.

Code Example: 

add_action('{hookname}', 'my_function_name}', 10, 4 ); 
// first param: Form Object 
// second param: Save ID of payment if in scope, else -2 
// third param: Save ID of user if in scope, else -2 
// fourth param: Field Object 
function my_function_name( $form, $payment_id, $user_id, $field ) { 	
// Do whatever you want here 
}

Note: Easy Digital Downloads does not provide support for custom coding/development. If needed we recommend hiring a developer through Codeable make the custom changes you need.

Checkbox

Creates a standard generic set of checkboxes.

Country

This field allows you to present a list of countries to the user. The field options include all current countries, and you have the option to add or remove to create a custom list if needed.

Date

This field allows the end user to enter a date, and optionally a time. You may choose whether time may be entered, and whether the start view should be Day, Month, or Year. 

Email

This field appears like a normal text field, but validates input, requiring a valid email address.

File Upload

This field creates a file upload mechanism, and allows you to set a Max. file size, Max. number of files, and allows you to limit file types to these:

• Images (jpg, jpeg, gif, png, bmp)
• Audio (mp3, wav, ogg, wma, mka, m4a, ra, mid, midi)
• Videos (avi, divx, flv, mov, ogv, mkv, mp4, m4v, divx, mpg, mpeg, mpe)
• PDF (pdf)
• Office Documents (doc, ppt, pps, xls, mdb, docx, xlsx, pptx, odt, odp, ods, odg, odc, odb, odf, rtf, txt)
• Zip Archives (zip, gz, gzip, rar, 7z)
• Executable Files (exe)
• CSV (csv)

First Name

This field creates a text field with a default size of 40, and does not include options for meta_key or any of the import/export functions. You also may not create more than one First Name field in a form.

Hidden

This field creates a standard hidden form field. It has ONLY options for meta_key, meta_value, and whether or not to have it be front-end only or both front-end and back-end.

Honeypot

This field creates an empty field that only bots can see, and they will fill it out.  If it’s filled out, form submission is rejected. More information about honeypot fields.

HTML

This field allows you to provide a title and arbitrary HTML.

Last Name

This field is a plain text field that is for Last Name.

Note: Forms come with a Last Name field that cannot be deleted, and you cannot add a second one, which means you probably will never use this option. Occasionally Last Name fields are removed by accident; this option allows you to restore it.

Multiselect

This field creates a standard multi-select select box. You may specify the default select text and create as many options as you wish.

Radio

This field creates a standard set of radio buttons. You may create as many as you wish.

reCAPTCHA

This field creates a reCAPTCHA v3 tool. In order for reCAPTCHA to work, you must insert your site key and secret key in the EDD settings panel. Please navigate to the Downloads > Settings > Extensions > Checkout Fields Manager page and add your API keys there.

If you do not have reCAPTCHA keys, you can obtain them here. Make sure that, when you create your API keys you select reCAPTCHA V3 from the list.

reCAPTCHA v3 works silently, so you will not see this field in your checkout form. reCAPTCHA is automatically disabled for off-site payments such as PayPal.

Repeat

This field creates a text field and presents the customer with the option to create as many more as they wish. Below is an example of the front-end view.

Section Break

This field creates a section break in the form. It allows for a title and description.

Select

This field creates a standard dropdown select field. It functions exactly like the Multi-select above except only one option may be chosen by the customer.

Terms & Cond.

This field allows you to print a block of html containing Terms and Conditions, and also provides a checkbox with a label for the customer to click to agree to.

Text

This field creates a standard html text input field.

Textarea

This field creates a standard html textarea. You may set a number of columns and rows, placeholder text, a default value, and choose between plain textarea, Rich textarea, or Teeny Rich textarea.

URL

This field creates a standard text input field but validates for a URL.

User Email

This field creates a standard text input field but validates for an email address. It is intended to take the email address of a WordPress user.

Note: Similar to Last Name, this field should already exist in your form, and you may not add a second. This option only exists so that you may replace your email field if it’s accidentally removed.

General Usage

Once a field type is clicked on, it will be added to the main column in the center of the screen and you will be presented with several options for the field. The exact options can vary from field type to field type, but all fields share a few common options:

• Required: Select “Yes” if you want customers to be required to fill out the fields, or “No” if it should be optional
• Field Label: This is the text shown as the primary label for the field on checkout
• Help Text: This is the text added below the field on checkout to serve as a helpful explanation of what the customer should enter

After you have added all of the fields you need, simply like the “Save” button located at the top right area of the screen. Once saved, your fields will now be displayed on the checkout.

Important Notes:

There are a few checkout fields that cannot be modified by this extension:

1. Billing Address fields. These are required by credit card payment gateways and by the EDD tax system, so these are not permitted to be modified.

2. The Credit Card form used by payment gateways that process credit cards. Since it is vital these fields appear exactly as expected by EDD, these fields are not allowed to be modified.

The post Checkout Fields Manager – Field Types first appeared on Easy Digital Downloads.

Full Width

When assigned to a page, the main content will span the full width of the page and the sidebar will not be shown.

Note: Themedd’s default page layout also uses the full width of the page, but only when no widgets have been added to the sidebar. This makes the Full Width page template perfect for pages that should always be full width, regardless of any widgets being used.

Slim

When assigned to a page, the main content will appear slimmer and more readable. Like the Full Width page template, no sidebar will be shown.

Assigning a page template

1. In the WordPress admin, go to Pages and click on the page you would like to assign a page template to.
2. On the page’s edit screen, click the Template select menu inside the Page Attributes section. Then, click on the page template you would like to assign to the page.
3. Click Update to update the page. 

The post Themedd – Page templates first appeared on Easy Digital Downloads.

After the extension has been downloaded, you can install it using the
standard WordPress plugin installation method.

Configuring the Addon

Once Campaign Tracker is installed and activated, it automatically tracks campaign information. You don’t have to configure anything. However, it is important to note that you must be running Campaigns in order for there to be something to track. To easily set up a campaign, you can use this
helpful tool for creating URL campaigns.

The extension also automatically detects whether Universal tracking is enabled for Google Analytics or not and tracks campaign information based on that.

Viewing campaign information in the order list page

• Log into the WordPress admin dashboard.
• Navigate to Downloads → Payment History. You should see a new column in the order table called “Campaign” that lists the Google Analytics campaign name for this order.
• To sort the orders based on the Campaign name, click the column header.
• To see only orders from a particular campaign, click the campaign name in the table.

Viewing campaign information in the order details page

• Log into the WordPress admin dashboard.
• Navigate to Downloads → Payment History. You should see a new column in the order table called “Campaign” that lists the Google Analytics campaign name for this order.
• Click the “View order details” link for the order with campaign information. You’ll see a table below the “Payment Notes” meta box that displays the campaign information. It will list values for all 5 campaign variables (campaign name, source, medium, term, and content).

Viewing campaign information in the “New Order” email

• Log into the WordPress admin dashboard.
• Go to Downloads → Settings → Emails. There is a new tag called {campaign_info} available under both the “Purchase Receipt” and “Sale Notification” text boxes.
• If the tag is used, the new sale email that is generated will display the campaign information in a table.

Viewing earnings based on campaign information

The extension also allows you to generate reports and visualize Earnings and Sales data based on campaign.

• Log into the WordPress admin dashboard.
• Navigate to the Downloads → Reports screen.
• Choose Campaign from the dropdown and click Show button.
• Select the campaign name to see its associated Earnings and Sales for the chosen time period.

The post Campaign Tracker 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.

General Settings

The configuration settings for EDD AWeber are found by navigating to Downloads > Settings > Marketing > AWeber.

AWeber Authorization Code

The first setting is an Authorization Code. This allows your site to communicate with your account at AWeber. Next to the Authorization Code field is a direct link to get to your AWeber page for getting this key.  If you’re already logged in it will take you directly to a page telling you you’ve authorized Easy Digital Downloads and present you with a key which will be a long string of random letters and numbers. You will copy the authorization code and then paste it into the “Aweber Authorization Code” field in Downloads > Settings > Marketing > AWeber.

Show Signup on Checkout

If this option is checked the customer will have the ability to subscribe to your Aweber list during the checkout process. If the customer chooses to, their email address will be subscribed to your list at AWeber. See “Checkout Label” below for settings.

Choose a list

This allows you to choose the Aweber list you’d like customers to be subscribed to if they opt-in during checkout.

Checkout label

This allows the site admin to set what will appear next to the subscribe checkbox on the checkout page. (Example: Join Our Newsletter!)

Download Specific Settings

When editing a specific Download there will be a meta box in the right column labeled AWeber. It will show all the email lists available on AWeber, and the site owner may pick one to be attached to this Download, and override the global setting.

If this option is enabled, then when the customer checks out and opts-in they will be subscribed to THIS list, rather than the one set in the main AWeber settings area. This allows you to set up a custom list for each product, and once you have a list built up for a specific product you can email that list with new releases, security issues, etc.

The post AWeber first appeared on Easy Digital Downloads.

Setup

After you have installed and activated the List File Names extension, there is no setup process and the functionality is immediately available.

Standard Usage

Adding the [edd_file_names] shortcode to the product description will create a list of the file’s names as shown under the Download File section.

The placement of the shortcode determines where the list of file names will appear. Below is an example of the description area when creating/editing a Download.

When viewed on the front-end of the site, the download description will display as well as a list of names of any files attached to the Download based on the location of the shortcode.

Usage on other Pages/Posts

The [edd_file_names] shortcode also accepts two parameters:

• Title
• ID

When using the “ID”, you are able to show the file name(s) from a Download on other pages or posts instead of on the Download itself. This can be useful when referencing Downloads on other areas of the site. The “title” allows for a custom title to be added. This is an example of a WordPress page using the ID and Title parameters.

The front-end display of the page will show the file name based on the ID provided as well as the custom title.

The post List File Names first appeared on Easy Digital Downloads.

Configuration Instructions for ConvertKit

1. Once installed, locate the settings for this extension via WordPress admin > Downloads > Settings > Marketing > ConvertKIt.
2. Enter your API Key and Secret Key found in your ConvertKit account settings page.
3. Return to the ConvertKit Settings section on your website under Downloads > Settings > Marketing > ConvertKIt and paste/enter the API and Secret Key into their fields on the page.
4. Click the “Save Changes” button at the bottom of the page. This will allow the ConvertKit extension to retrieve the list of forms from your ConvertKit account.
5. Choose the form you wish to subscribe customers to from the drop down box beside “Choose a form”
6. Add a short, appropriate description in the “Checkout Label” field. By default, “Signup for the newsletter” will be displayed on the checkout page if you don’t enter your own text.

Product Specific Lists and Tags

You can subscribe customers of specific products to one or more ConvertKit forms by going to the product edit screen and selecting the form(s) you wish customers to be added to in the “ConvertKit” box.

In this section, you can also select whether to add tags to customers when they purchase that specific product. This can be useful for making use of the
automation features in ConvertKit. Tags need to be created inside your ConvertKit account which is retrieved by the extension.

Troubleshooting

Why can’t I see my new ConvertKit forms or tags in WordPress?

The extension only retrieves forms and lists from ConvertKit every 4 hours (approximately). This is to prevent your site from contacting ConvertKit too often. To force refresh your lists, go to
Downloads > Settings > Marketing > ConvertKit and click Save Changes.

The post ConvertKit Setup Documentation first appeared on Easy Digital Downloads.

Request

var data = {
		edd_action: 'check_license', // Valid actions are activate_license, deactivate_license, get_version, check_license
		license:    '',
		item_id:  encodeURIComponent(''),
		url: 'domain.com' // If you Disable URL Checking, you do not need this entry
};

// The url to the site running Easy Digital Downloads w/ Software Licensing
var postUrl = 'http://example.com/';

var requestSettings = {
	type: 'POST',
	data: data,
	dataType: 'jsonp'
};

var request = jQuery.ajax( postUrl, requestSettings );

request.always( function(response) {

var slData = jQuery.parseJSON( response.responseText );

if ( slData.success && slData.success == true ) {
	// License check returned data
	// Parse the request for the necessary action requested above
} else {
	// License check did not return successfully
}

Response

A response to the above query would be a JSON object that would look something like this:

{
	"license": "valid",
	"item_name": "EDD Product name",
	"expires": "2014-10-23 00:00:00",
	"payment_id": 54224,
	"customer_name": "John Doe",
	"customer_email": "john@sample.com"
}

The post Software Licensing API – Example using jQuery first appeared on Easy Digital Downloads.

Set Up Instructions:

EDD Commissions and EDD Frontend Submissions extensions should both be
installed and activated in the “Plugins” page in your WordPress Dashboard.

How the integration works:

When your Vendors submit a new product for sale through Frontend Submissions, commissions will automatically be enabled for that product and the commission recipient will automatically be set to that Vendor. Their commission rate in the product itself will be left blank and the default commission rate will be used. The amount that is automatically applied is either based on the Default rate from the Commissions settings or User Global Rate. These default rates are used when the rate in the product settings is left blank.

Note: The Commission Rates inside the product setting is not automatic, if black it utilizes one of the default rates but if the rate is set, it will override the default and global rates.

User Rate

User rates can be set on a per-user basis. This would be used if you want to set different rates for different vendors. If you want all users to have the same commission rate, the user rate would be left blank. This setting will override the Default Rate set in the Commisions settings.

When your Vendors submit a new product for sale through Frontend Submissions, commissions will automatically be enabled for that product and the commission recipient will automatically be set to that Vendor. Their commission rate in the product itself will be left blank. This means that their commission rate will fall back to their User Rate, which you can configure for each Vendor by editing their user profile under: Users → User’s Global Rate

Commissions Default Rate

The commissions’ default rate applies to all commissions where the User Rate and Product rate are blank.

This can be set under: Downloads → Settings → Extensions → Commissions → Default rate

More details about setting commissions rates can be found here.

Override Site Default and User Default rate

If you wish to override the Site Default and User Default rates for any individual product, set the rate in the product itself by editing that product and going to the “Commissions” metabox. There, you can enter a commission rate for that Vendor for that specific product only.

Note: The Product rate is used first. If it is blank, then the User rate is used. If that is also blank, the Site default rate is used.

Setting Vendor Paypal Emails upon registration

If you are paying your Commissions through Paypal and want to make sure your Vendors enter a Paypal email when registering, there is a field available when both Frontend Submissions and Commissions are active. Navigate to
EDD FES → Registration Form → Add Extension Created Fields → Paypal Email

The post Integration Guide: Commissions and Frontend Submissions 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.

See Documentation for installing, configuring, and using the extension for details on the configuration of Authorize.net.

The post Recurring Payments – Authorize.net Gateway Configuration first appeared on Easy Digital Downloads.

Configuration Instructions for GetResponse

1. Once installed, locate the settings for this extension via WordPress admin → Downloads → Settings → Marketing→ GetResponse
2. Enter your GetResponse API key. This must be obtained from the GetResponse website from the Integrations and API section.
3. Once you have entered the API key, press Save Changes. This will load a list of your available GetResponse campaigns into the dropdown labeled “Choose a Campaign”. Select the campaign you want users to be subscribed to.
4. Select whether or not to display the opt-in checkbox. If this option is not checked, GetResponse will not be available at all in your EDD store. It’s essentially an on/off switch for the entire extension.
5. Select whether or not to require double opt-in.
6. Setup the label for the opt-in checkbox. Default text that will be displayed is “Signup for the newsletter“

Configuring Per-Download Settings

Each download may be associated with a specific list. This allows you to have an updated list for each product. In the right column of the admin page for a single Download there is a meta box that allows the store owner to associate specific lists with that Download.

The store owner may associate a Download with more than one list, but the customer will still only see the one checkbox with the global label referred to above.

FAQ

Will customers be automatically subscribed if I don’t show the option to subscribe upon checkout?

No. If you don’t check the checkbox for the option called “Show Signup Checkbox” they will not be automatically subscribed upon checkout.

The post GetResponse Documentation first appeared on Easy Digital Downloads.

Table of Contents

• Creating Objects
• Available Methods
• Conditional Methods
• Getting Subscriber Information
• Setting Subscriber Options
• Managing Subscriptions

Recurring Payments comes with a new EDD class for managing subscribers. The EDD_Recurring_Subscriber class allows you to interact with subscription customers and the subscriptions on their accounts.

Creating Objects

EDD_Recurring_Subscriber should be called with an identifier for an EDD customer or WordPress user on the site. This could be an email address or a WordPress user ID or an EDD Customer ID. Here are some examples:

$subscriber = new EDD_Recurring_Subscriber( 'user@example.com' );

If you pass an integer it will look for an EDD customer with that customer_id.

$subscriber = new EDD_Recurring_Subscriber( 3 );

If you pass an integer with a second argument of true then it will look for a WordPress user with that user_id.

$subscriber = new EDD_Recurring_Subscriber( 3, true );

Any of the above will return an object that looks like this:

EDD_Recurring_Subscriber Object
(
    [subs_db:EDD_Recurring_Subscriber:private] => EDD_Subscriptions_DB Object
        (
            [table_name] => wp_edd_subscriptions
            [version] => 1.4.1.3
            [primary_key] => id
        )

    [id] => 11111
    [purchase_count] => 19
    [purchase_value] => 2173.3
    [email] => user@example.com
    [emails] => Array
        (
            [0] => user@example.com
        )

    [name] => Bob Smith
    [date_created] => 2015-06-15 16:38:08
    [payment_ids] => 
    [user_id] => 1nan1
    [notes:protected] => 
    [raw_notes:EDD_Customer:private] => 
    [db:protected] => EDD_DB_Customers Object
        (
            [meta_type] => customer
            [date_key] => date_created
            [cache_group] => customers
            [table_name] => wp_edd_customers
            [version] => 1.0
            [primary_key] => id
        )
)

Available Methods

Each of the methods below assumes that you have an object associated with a specific customer, and will refer to that customer as “the customer”.

Conditional Methods

$subscriber->has_active_subscription()

This method checks to see if the customer has a subscription that is either active or canceled, but not expired.

Returns boolean, filtered this way:

apply_filters( 'edd_recurring_has_active_subscription', $ret, $this );

$subscriber->has_product_subscription( $product_id = 0 )

This method checks to see if the customer has any kind of subscription on a specific EDD product ID.

Accepts an integer that is an EDD product ID.

Returns boolean filtered this way:

return apply_filters( 'edd_recurring_has_product_subscription', $ret, $product_id, $this );

$subscriber->has_active_product_subscription( $product_id = 0 )

This method checks to see if the customer has an active subscription on a specific EDD product ID.

Accepts an integer that is an EDD product ID.

Returns boolean filtered this way:

return apply_filters( 'edd_recurring_has_active_product_subscription', $ret, $product_id, $this );

Getting Subscriber Information

$subscriber->get_subscription_by_profile_id( $profile_id = ” )

This method accepts a payment profile_id and returns an EDD_Subscription object with all of the information about that subscription.

Accepts a payment gateway profile ID. You can find profile IDs for specific subscriptions on the details page for a specific subscription under Downloads → Subscriptions.

Returns an EDD_Subscription object. An example may be found in the EDD_Subscription docs.

$subscriber->get_subscription( $subscription_id = 0 )

This method accepts a subscription returns an EDD_Subscription object with all of the information about that subscription, similar to $subscriber->get_subscription_by_profile_id()

$subscriber->get_subscriptions( $product_id = 0, $statuses = array() )

This method will get all subscriptions for the customer that meet the input requirements. It accepts two arguments, the first being a product_id and the second being an array of statuses. Here are some examples:

// gets all subscriptions for the customer
$subscriber->get_subscriptions();

// gets all subscriptions for the customer for product ID 85
$subscriber->get_subscriptions( 85 );

// gets all active subscriptions for the customer for product ID 85
$subscriber->get_subscriptions( 85, array( 'active' ) );

// gets all active subscriptions for the customer, regardless of product
$subscriber->get_subscriptions( '', array( 'active' ) );

// gets all active and cancelled subscriptions for the customer, regardless of product
$subscriber->get_subscriptions( '', array( 'active', cancelled' ) );

$subscriber->get_new_expiration( $download_id = 0, $price_id = null )

This method determines the expiration date of a subscription one period beyond the current expiration date. For example, if the expiration date were 2017-01-01 23:59:59 and the period was one month, then this method would return 2017-02-01 23:59:59.

Accepts an integer for download_id as the first argument required.

Accepts an integer for price_id in the case of variable prices, optional

Returns a date formatted like Y-m-d H:i:s.

$subscriber->get_recurring_customer_ids()

This method returns an array containing all of the customer IDs created by payments gateways for the customer. An example would be

Array
(
    [stripe] => cus_85YmUU1QuH5yxY
)

Output is filtered this way:

apply_filters( 'edd_recurring_customer_ids', $ids, $this );

$subscriber->get_recurring_customer_id( $gateway = false )

This method accepts a gateway name and returns a string containing the customer ID associated with the customer and that gateway.

Accepts a string containing a gateway name like stripe.

Returns a string containing a customer ID like cus_85YmUU1QuH5yxY

Output is filtered this way:

apply_filters( 'edd_recurring_get_customer_id', $customer_id, $this );

Setting Subscriber Options

$subscriber->set_as_subscriber()

This method takes the customer and creates an EDD Customer with their information.

$subscriber->set_recurring_customer_id( $recurring_id = ”, $gateway = false )

This method accepts a payment gateway recurring ID and a payment gateway name and associated them with the customer.

Accepts a string containing a payment gateway recurring ID like cus_85YmUU1QuH5yxY. Required.

Managing Subscriptions

$subscriber->add_subscription( $args = array() )

This method adds a subscription to an EDD customer. If there is no customer_id included it creates one from the WordPress customer.

This method uses EDD_Subscription::create(), and therefore has all of the same requirements. Full documentation for EDD_Subscription::create().

Accepts an array of data required by EDD_Subscription::create().

Returns a subscription object.

$subscriber->add_payment( $args = array() )

This method adds a payment record to a specific subscription for the customer. It accepts an array like this:

$args = array(
    'subscription_id' => 0,
    'amount'          => '0.00', 
    'transaction_id'  => '',  
);

The subscription_id array key must not be empty and should be an integer.

This method uses EDD_Subscription::add_payment() and therefore has all of the same requirements. Full documentation for EDD_Subscription::add_payment().

Returns true.

The post Recurring Payments – Developer: EDD_Recurring_Subscriber first appeared on Easy Digital Downloads.

The following sections will be available:

Site Identity

Logo
Use this setting to add a logo to your site. Your logo will appear just above the site title.

Site Title
Use this setting to configure your site’s title. If you do not want to show the site title along with your logo, uncheck the “Display Site Title and Tagline” setting.

Tagline
Use this setting to configure your site’s tagline.

Display Site Title and Tagline
Uncheck this option to hide the site title and tagline. This is useful when you’d like to add a logo which already includes the name of your website.

Site Icon
Use this setting to add a site icon.

Colors

Themedd has a variety of color options to help match your brand. The color options have been split up into the following sections:

• General (6 color options)
• Header (21 color options)
• Footer (6 color options)
• Mobile Devices (8 color options)

Theme Options

Full Width Layout
This will allow you to switch between a typical “boxed” or full width” layout.

Display Excerpts
Show either excerpts or the full content on post listings.

Header Search
This displays a search box in the site header and mobile menu. By default, the search box will search everything. If Easy Digital Downloads is installed and active, and the Restrict Header Search setting is enabled, the header search will be restricted to searching downloads only.

Easy Digital Downloads

This section will only show once Easy Digital Downloads has been activated.

Restrict Header Search
Enabling this setting restricts the header search (see Theme Options above) to only downloads. When the search results are displayed, the user will see a grid of downloads rather than the typical search results listing.

Distraction Free Checkout
Enabling this setting provides a distraction free experience for your customers at checkout. It does this by removing any header menus, footer widgets and sidebars.

Display Vendor Contact Form
This setting is only be shown when Frontend Submissions is installed and activated. Enabling this setting will display a vendor contact form on the single vendor page so customers can get in touch with the vendor.

Display Cart Icon
Hide or show the cart icon that appears in the site header.

Item Quantity and Cart Total
Choose to display only the item quantity, cart total, item quantity and cart total, or nothing at all.

Custom Post Type Archive Title
By default, Easy Digital Downloads shows a listing of downloads on your site’s /downloads page. This setting allows you to configure the title for this page. If you have disabled the custom post type archive page, this setting will not be visible.

Header Image

Use this section to add a header image to your website.

Background Image

Use this section to add a background image to your website. To set a background color, visit the
Colors → General section.

Menus

Use this section to configure your menus. Themedd has 3 menu locations:

Mobile Menu
The mobile menu shows when your website is viewed on mobile devices such as a phone or tablet. It will also show when the browser’s window width is reduced to a width best represented by a mobile device.

By default, the mobile menu will use any menu items assigned to the
Primary Menu location. You can however created your own mobile menu, assign to the Mobile Menu location, and only those menu items will show for mobile devices.

Primary Menu
Create a menu and assign it to the Primary Menu location to build your main site navigation.

Secondary Menu
Create a menu and assign it to the Secondary Menu location to build your secondary site navigation. This will appear in the site’s header.

Widgets

Use this section to add widgets to the various sidebars available.

Static Front Page

Use this section to set a static front page and the posts page.

Additional CSS

Use this section to add additional CSS to your site.

The post Themedd – Customizer first appeared on Easy Digital Downloads.

http://example.com/edd-api/subscriptions/?key=YOUR_API_KEY&token=YOUR_API_TOKEN

Note: make sure to replace example.com with your own address and the key and token values with your own.

The above example will return a list of all existing subscriptions in the store.

Input

The Recurring Payments REST API accepts 3 options besides key and token: customer, number, and paged.

Customer

The input for a customer can either be an integer representing a customer_id or an email address. The resulting URL will look similar to this:

http://example.com/edd-api/subscriptions/?key=YOUR_API_KEY&token=YOUR_API_TOKEN&customer=2

or

http://example.com/edd-api/subscriptions/?key=YOUR_API_KEY&token=YOUR_API_TOKEN&customer=user@example.com

Number

The number option accepts an integer and returns that many results. An example would look like this:

http://example.com/edd-api/subscriptions/?key=YOUR_API_KEY&token=YOUR_API_TOKEN&number=5

Paged

The paged option allows you to choose a slice of a larger number. For example, if you have 100 entries, and you use number=10 you could pass paged=2 and you could get rows 11-20. That would look like this:

http://example.com/edd-api/subscriptions/?key=YOUR_API_KEY&token=YOUR_API_TOKEN&number=10&paged=2

Output

The output for each subscription contains all information about that subscription as well as about the customer and each renewal (child) payment. Additionally, there’s a value indicating the time spent getting the information for all results. Example:

{
    "subscriptions": [
        {
            "info": {
                "u0000EDD_Subscriptionu0000subs_db": {
                    "table_name": "wp_edd_subscriptions",
                    "version": "1.0",
                    "primary_key": "id"
                },
                "id": "1",
                "customer_id": "2",
                "period": "month",
                "initial_amount": "50.00",
                "recurring_amount": "50.00",
                "bill_times": "0",
                "parent_payment_id": "87",
                "product_id": "85",
                "created": "2016-03-15 15:36:30",
                "expiration": "2016-04-15 23:59:59",
                "status": "active",
                "profile_id": "paypal-363e3cc178dab152bb59b958024bce75",
                "gateway": "paypal",
                "customer": {
                    "id": "2",
                    "purchase_count": "2",
                    "purchase_value": "20.000000",
                    "email": "support@easydigitaldownloads.com",
                    "name": "Jane Doe",
                    "date_created": "2016-03-07 22:33:44",
                    "payment_ids": "16",
                    "user_id": "3",
                    "notes": [

                    ]
                }
            },
            "payments": [
                {
                    "id": 106,
                    "amount": 10.36,
                    "date": "March 21, 2016",
                    "status": "Renewal"
                },
                {
                    "id": 105,
                    "amount": 10,
                    "date": "March 21, 2016",
                    "status": "Renewal"
                },
                {
                    "id": 104,
                    "amount": 10,
                    "date": "March 21, 2016",
                    "status": "Renewal"
                }
            ]
        }
    ],
    "request_speed": 0.076335906982422
}

The post Recurring Payments – REST API Endpoint first appeared on Easy Digital Downloads.

Managing a customer’s All Access Pass:

After a customer has purchased an All Access Product, you can modify their All Access Pass’s settings for that specific customer. This is useful if you have a special customer whom you would like to treat differently than other customers. For example, your normal customers might get 10 downloads per day but you may wish to give a special customer 20 downloads per day. 

To modify the customer’s All Access Pass, find the customer in question by navigating to:
Downloads → Customers

On the Customer Details page, click the “All Access Passes” tab and then click “View Details”. 

There, you’ll see 2 sets of data:

1. Settings at “Time of Purchase”
These are the settings used by default when a customer purchases an All Access Product.

2. “Customer Specific” Settings
You can override the settings at the Time of Purchase by selecting to use the Customer Specific Settings instead. This allows you to set things like the download-limit differently for only this single customer. It’s important to note that if the customer renews their All Access Pass, the customer specific settings will remain and still be used for that customer. 

Customer All Access Pass Tools

Regenerate All Access Passes allows you to regenerate the customers All Access Pass data based on the current Product’s All Access settings. For example, if the Categories assigned to the pass have been updated, this tool will apply those changes to the existing customer’s pass(es).

To access this tool, on the Customer Details page, click the “Tools” tab.

The post All Access – Managing a customer’s All Access Passes. first appeared on Easy Digital Downloads.

themedd-demo-content.xml

The post Themedd – Installing demo content first appeared on Easy Digital Downloads.

There are two ways to implement the integration:

Full Content Restriction

When activated, Content Restriction creates a meta box on every post type except Downloads (e. g. Pages, Posts, and any custom post types). With Recurring Payments integration it also includes a checkbox to require an active subscription.

Partial Content Restriction

Content Restriction provides a shortcode that you can wrap around segments of content to restrict that content.  With Recurring Payments it accepts a new variable like this: [edd_restrict subscription="true"] Content [/edd_restrict]

This will allow you to restrict access to any fragment of information where shortcodes work to only customers with active subscriptions.

FAQs

Does this setting apply to non-subscription purchases?

The “Active Subscribers Only?” option is ignored for One-time Purchases. Therefore, if the product or product option does not have recurring enabled, a one time purchase will still have access to the restricted content, regardless of whether “Active Subscribers Only?” is enabled or not. 

Note: If Recurring is enabled for an existing product that was previously a one time purchase, existing customers without a subscription will NOT have access to “Active Subscriptions Only?” content.

The post Recurring Payments – Content Restriction Integration 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.

Rate Types

Flat Rate

Flat Rate is very simple, for every sale the vendor gets a certain amount.  It doesn’t matter if the sale is $10 or $100, the vendor gets whatever the site owner has set. Flat Rate is only configured in the Per-Product settings.

Percentage Rate

With a percentage rate the vendor gets a piece of the sale which varies based on the size of the sale. This rate can also be calculated at different times in the payment process. For example, it could be calculated on the subtotal, on the total before tax, or on the total after tax.

Under Downloads → Settings → Extensions → Commissions you’ll find a section called Commissions Settings. In there is a drop down menu titled Calculation Base. This allows the site owner to determine when the percentage is calculated.

Global Settings

The global settings for Commissions are under Downloads → Settings → Extensions → Commissions.

Within this section you can set the Default Rate as a percentage. You do NOT need to enter the % in the field.

You may also set the Calculation Base. The options for this are:

• Subtotal (default)
• Total With Taxes
• Total Without Taxes

NOTE: This does NOT automatically set up commissions for anyone, it simply creates some base settings as tools when you DO set up commissions on a single product.

Per-Product Settings

Each Download contains Commissions section in the Edit Download page that can be used to over-ride the global Commissions settings. This box has a checkbox to enable commissions. When that box is checked you’re given several options.

Commission Type: This can be Percentage or Flat rate.

Users(s): This is for the User ID(s) that should get commissions.  If there is more than one User, the IDs should be comma separated.

Rate(s): This is where you may over-ride the global setting. If the Commission Type is set to flat then the number entered is in currency, rather than a percentage.

The post Commissions – Configuring Vendor Rates first appeared on Easy Digital Downloads.

Tools:

“Backfill All Access Pass” tool.

This tool can be found by navigating to Downloads → Tools. It is used to go through any old payments to see if any All Access Passes need to be activated for any payments that existed prior to the activation of EDD All Access. This is useful if you had some kind of pre-existing system for providing All Access and are now switching to use the EDD All Access extension.

Note: It is extremely important that before you use this tool, you have set up your All Access Products properly. If not, incorrect All Access Passes will be generated which will be difficult to fix. To properly set up All Access Pass Products, see the document on Creating an All Access Product.

“Migrate RCP Members to All Access Members” tool.

If you have the Restrict Content Pro plugin active, and wish to change to use the All Access system instead, there is a tool built into the All Access extension to make the migration happen in one-click. This tool can be found by navigating to Downloads → Tools. It allows you to migrate your users from the Restrict Content Pro plugin, and converts them into Easy Digital Downloads customers with an All Access Pass. It also migrates their subscriptions from Restrict Content Pro’s system to Easy Digital Downloads’ Recurring Payments extension’s system.

Before you migrate, make sure you completely set up your All Access product the way you want, including the Recurring Payments/Subscriptions settings. Make sure the subscription settings match the subscription settings you had for that product in Restrict Content Pro. For example, if the subscription term in RCP was “1 year”, make sure the EDD Product has “1 year” set as both the All Access term and as the Recurring Payments term.

Note: For this tool to appear, you must have the Restrict Content Pro plugin active, the EDD Recurring Payments extension active, and the EDD All Access extension active at the same time.

Reports

Download Popularity via All Access:
Starting in version 1.1.3 of EDD All Access, you can view a report of your most popular products, as downloaded by your All Access Pass holding customers.

You can find the report in your WordPress dashboard by navigating to Downloads → Reports and choosing “All Access: Download Popularity” from the dropdown selection.

It contains 4 columns:

1. Product Name. The name of the product that was downloaded.
2. Number of Downloads. This column shows the number of times the product was downloaded by all customers combined in the time period chosen
3. Unique Passes Used. This column shows the total number of unique passes which were used to download the product in question, for the time period chosen.
4. Popularity Rate. This column shows the percentage of pass holders who chose to download the product, with 100% representing the total number of pass holders who could have downloaded the product, and the percentage rate shown representing the number of those customers who actually did download it.

The post All Access – Tools first appeared on Easy Digital Downloads.

• paypal-express-confirm.php
• paypal-commerce-processing.php
• shortcode-subscription-receipt.php
• shortcode-subscription-update.php
• shortcode-subscriptions.php

Customizing Template Files

The template files in the Recurring Payments plugin may be copied to your theme directory in the same way that EDD core templates may be copied. Full documentation on how to copy your template files is found here.

The post Recurring Payments – Template Files first appeared on Easy Digital Downloads.

Adding New Conditional Success Redirect

Editing a Conditional Success Redirect

Important Note

The post Conditional Success Redirects Documentation first appeared on Easy Digital Downloads.

FAQ and Troubleshooting:

When do All Access Pass periods begin and end?
By default, All Access Passes begin at the exact second when they are purchased. If a customer purchases an All Access Pass at 5:01PM, their pass officially starts right then. By default, they expire at 5:01PM as well at the end of the period. For example, if the period is 1 day, their pass will expire at 5:01PM the day after they purchase.

If an All Access Pass is renewed (re-purchased) prior to the expiration, the next All Access period will begin immediately when the current one expires.

Can I prevent specific products from being downloaded through All Access Passes?
Yes. To exclude any product from being downloaded though All Access Passes, edit the product in question and check the “Exclude from All Access” button.

Will price variations be hidden for customers with an All Access Pass?
No – they will not be hidden. To clarify, this question relates to products with price variations (like “Small”, “Medium”, and “Large” for example). If a customer purchases an All Access Pass, even though they have access to the “Large” version, the “Small” and “Medium” products will still display and can be downloaded by the customer. This is because price variations could be delivering different products. For example, a photo site might sell a “Small”, “Medium”, and “Large” version of a photo. A customer with an All Access Pass will be able to download all of the different sizes. Smaller sizes will not be hidden. You will want to structure your products accordingly.

All Access not working for a customer:
If you have aggressive object caching on (like “memcached”), it could be preventing your plugin from properly fetching new All Access-enabled products. Try turning off object caching and confirming by making a new All Access product and test purchasing it. At that point, you may need to run the “Backfill All Access Pass data” tool located under Downloads → Tools

If you aren’t sure how to turn off memcached or other object caching mechanisms, contact your hosting provider as they are the ones who will have that turned on for your account. They can help you clear the cache or disable it.

Do customers need to be logged in to purchase?
Yes. In order to use an All Access Pass, the customer must be logged-in. If your store does not require logins/registration at checkout, your customer will see this message: “You must be logged in to purchase”. To fix that, turn on the registration/login forms on checkout by navigating to Downloads → Settings → Misc → Checkout.

If you don’t wish to enable that on your checkout page, you could also use the free Auto Register extension for Easy Digital Downloads which will automatically create a user account for every customer who purchases from your store.

Can I create a page of products that only displays products the customer has access to through their All Access Pass?
Yes. It is very simple by changing the way you use the [downloads] shortcode. See this document for a complete guide on making your own custom page of products the customer can download using their All Access Pass.

What happens if a customer renews their All Access Pass early but then decides to upgrade before the All Access Period expires?
In this very specific and (typically) rare scenario, the customer will not get anything in return for their yet-to-be-used renewal payments. While those early renewal payments would have taken over if they had not upgraded, when they upgraded, the prior, “upgraded” All Access Pass acts as if it had never been purchased. Those early renewal payments will not affect the upgraded-to All Access Pass in any way. Depending on your store’s policies, you will likely want to refund any unused renewal payments to your customer after they upgrade.

Note: True “upgrading” requires the Software Licensing extension and the use of its upgrade path system.

What happens if a customer renews early but then asks for a refund of just a renewal payment before the initial period expires?
Refunded renewal payment will not renew an All Access period when it expires. Only “completed” and valid renewal payments will be used to renew an All Access period. If any valid renewal payments exist, the oldest renewal payment will be used to renew the All Access period when it expires.

How can I move from Restrict Content Pro to All Access?
If you are using the Restrict Content Pro (RCP) plugin and want to switch to using EDD All Access instead, you can migrate your old RCP customers in a single click. All Access includes a migration tool that allows you to “map” your old RCP products to new All Access products. Any of your old customers will automatically get that All Access product and the dates of their purchase will line up so that their expiration times remain exactly the same. You can find this under Downloads > Tools > Migrate RCP Members to All Access Members

Is it possible to ONLY allow customers to purchase All Access?
Yes. If your store has many downloads in EDD but you only want customers to purchase an All Access pass, navigate to Downloads > Settings > Extensions > All Access and set the option called “Change the way purchase buttons are displayed” to Option 2. You can see more about this in this document.

The post All Access – FAQs and Troubleshooting first appeared on Easy Digital Downloads.

Table of Contents

• Setup & Usage
• List Management
• Templates
• Modifications

The Wish Lists extension for Easy Digital Downloads gives customers the ability to save and share their favorite products on your site.

Setup

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

Wish Lists Page: This is the page where users will view their own wish lists. This page must include the [edd_wish_lists] shortcode.

Wish Lists View Page: This is the page where users will view each wish list. This page must include the [edd_wish_lists_view] shortcode.

Wish Lists Edit Page: This is the page where users will edit a wish list that they own. This page must include the [edd_wish_lists_edit] shortcode.

Wish Lists Create Page: This is the page where users will create a wish list. This page must include the [edd_wish_lists_create] shortcode.

Add To Wish List Text: This is the text that will appear on the button or link to indicate the customer can click to add the item. The default is “Add to wish list“.

Add To Cart Text: When looking at a Wish List, each item has a button to allow adding that item to the cart. This field allows the store owner to indicate what text should be used. The default is “Add to cart”.

Allow Guests To Create Wish Lists: Choose whether guests (non logged in users) can create Wish Lists. If no, then only registered users can create wish lists.

Icon: The “Add” button may use a selection of different icons in addition to the “Add” text including a plus sign, bookmark, gift, heart, star or no icon.

Button Style: Choose whether the “Add” mechanism will be a button or a link.

Sharing: Customers with Wish Lists may share their lists through the following platforms:

• Twitter
• Facebook
• Google+
• LinkedIn
• Email

Usage

Once setup, each product will have a link or button (store owner’s choice) that communicates to the customer that they can add the product to a wish list.

Once that button/link is clicked, a modal window appears asking the customer to either add the item to an existing list or create a new list.

If selecting “Add to new”, the user will be presented with the option to name the list as well as choose whether the list is Public or Private (only viewable by the user).

List Management

Wish List Page

The main Wish list management page shows only content related to the customer currently logged in, or the customer that created lists in the current session. It offers a button to create a new list, and then shows each list created by the customer.

Creating a List

When on the main Wish List management page, the customer may click the Create new wish list button. This will take the customer to a new page where they will be asked for a List Name, List Description, and have the option of making the list Public or Private.

The customer may also create a new list immediately after clicking an Add to wish list button or link from the main store listings page.

Editing a List

When on the main Wish List page, on the right of every list is an edit link.

Clicking that link will take the customer to a page where they can rename the list, change the description, change its visibility permissions, or delete the list.

Deleting a List

The edit screen also has a Delete wish list link, as seen in the screenshot immediately above. Clicking it will bring up a modal window, asking the customer if they’re sure they want to delete the list.

Once the customer confirms the deletion, the list is removed. The customer is returned to the main Wish List management page and a message is displayed indicating that the list has been deleted.

Templates

EDD Wish Lists has 4 templates you can edit, located in the plugin’s templates folder, just like EDD. Copy each template into your child theme’s edd_templates folder and edit accordingly.

Note: Do not edit the templates in the plugin folder as your modifications will be lost when the plugin is updated.

Click here to read documentation on how to properly move templates.

1. wish-lists.php
   The main wish lists page where users view all of their lists.
2. wish-list-view.php
   The page where users view/share an individual wish list.
3. wish-list-edit.php
   The form for editing a wish list
4. wish-list-create.php
   The form for creating a wish list.

Modifications

Changing the default labels

By default, the standard singular label in the Wish Lists extension is “Wish List” and the plural is “Wish Lists”. You might want to change these labels to better represent your website.

The example below shows how you can change both the singular and plural labels to “Light Box” and “Light Boxes” – Perfect if you sell stock photography.

Modifying the default message

It’s possible to change the default messages that appear throughout EDD Wish Lists.

Copy and paste the following function (mind the opening PHP tag) into your child theme’s functions.php or custom plugin and modify each of the messages accordingly.

 <?php

function sumobi_edd_wl_messages( $messages ) {

	$messages = array(
		'must_login'                   => sprintf( __( 'Sorry, you must login to create a %s', 'edd-wish-lists' ), edd_wl_get_label_singular( true ) ),
		'list_updated'                 => sprintf( __( '%s updated', 'edd-wish-lists' ), edd_wl_get_label_singular() ),
		'list_created_guest'           => sprintf( __( '%s created and saved for 30 days. If you wish to keep it longer, please create an account.', 'edd-wish-lists' ), edd_wl_get_label_singular() ),
		'list_created'                 => sprintf( __( '%s created', 'edd-wish-lists' ), edd_wl_get_label_singular() ),
		'list_deleted'                 => sprintf( __( '%s deleted', 'edd-wish-lists' ), edd_wl_get_label_singular() ),
		'no_lists'                     => sprintf( __( 'You currently have no %s', 'edd-wish-lists' ), edd_wl_get_label_plural( true ) ),
		'list_delete_confirm'          => sprintf( __( 'You are about to delete this %s, are you sure?', 'edd-wish-lists' ), edd_wl_get_label_singular( true ) ),
		'no_downloads'                 => sprintf( __( 'Nothing here yet, how about adding some %s?', 'edd-wish-lists' ), edd_get_label_plural( true ) ),
		'lists_included'               => __( 'This item has already been added to: ', 'edd-wish-lists' ),
		'modal_option_save'	           => __( 'Save', 'edd-wish-lists' ),
		'modal_option_close'           => __( 'Great, I'm done', 'edd-wish-lists' ),
		'modal_option_add_new'         => __( 'Add to new', 'edd-wish-lists' ),
		'modal_option_add_to_existing' => __( 'Add to existing', 'edd-wish-lists' ),
		'modal_option_title'           => __( 'Title', 'edd-wish-lists' ),
		'modal_delete_title'           => sprintf( __( 'Delete %s', 'edd-wish-lists' ), edd_wl_get_label_singular( true ) ),
		'modal_button_delete_confirm'  => sprintf( __( 'Yes, delete this %s', 'edd-wish-lists' ), edd_wl_get_label_singular( true ) ),
		'modal_share_title'	           => sprintf( __( 'Share this %s', 'edd-wish-lists' ), edd_wl_get_label_singular( true ) ),
		'modal_share_success'          => __( 'Successfully shared', 'edd-wish-lists' ),
		'list_option_private'          => __( 'Private - only viewable by you', 'edd-wish-lists' ),
		'list_option_public'           => __( 'Public - viewable by anyone', 'edd-wish-lists' ),
		'list_title_required'          => __( 'You need to enter a title', 'edd-wish-lists' ),
		'item_already_purchased'       => __( 'Already purchased', 'edd-wish-lists' ),
	);

    return $messages;
}
add_filter( 'edd_wl_messages', 'sumobi_edd_wl_messages' );

Change the icon’s position

In the Wish Lists addon here’s how you can globally change the icon’s position to appear to the right of the text on all add-to wish list links.

Move the wish list button to the download details widget in the Marketify theme

If you’re using the Marketify theme with EDD Wish Lists there’s a way to move the “add to wish list” button from it’s default location, and position it inside EDD’s “Download Details” widget.

This is the widget you’ll end up with, which you can now freely position within your sidebar.

Drag the “Download Details” widget into the “Download Single Sidebar” widget area where you’d like it to appear. Clear out all the options if you don’t need them.

That’s it!

The post EDD Wish Lists first appeared on Easy Digital Downloads.

Note: The shortcode only allows you to show product reviews, it does not allow the user to submit reviews. That can only be done via the Download (or Product) page.

The shortcode looks like this:

[review id="REVIEW_ID"]

The easiest way to embed a review is to use the Insert Review button above the classic content editor.

Pressing the Insert Review button will open a modal window. The modal will display a dropdown of all reviews; select the one you want and press Insert Review.

This will render a shortcode like the one mentioned at the top of the article.

If you use the Gutenberg or block editor for your pages and posts, we recommend inserting a shortcode block, then adding the shortcode manually.

Output

A shortcode like this will look like the screenshot below on the page:

The review will show the review title, author, download title, the review itself, the date of the review, and a link to the review.

Displaying multiple reviews

Other parameters can be passed to the [review] shortcode to allow you to display multiple reviews at a time.  A shortcode to display multiple reviews looks like this:

[review download="DOWNLOAD_ID" multiple="true" number="10"]

The above shortcode will display 10 reviews for a given download ID.

The post Reviews – Shortcodes 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.

The EDD checkout page will show a sidebar if you have any widgets assigned to the sidebar widget location. To remove the sidebar, assign either the Full Width or Slim page template to your EDD checkout page.

Distraction Free Checkout

The Distraction Free Checkout option simplifies the EDD checkout page, removing any distractions such as header menus, footer widgets (if set), and sidebars. This improves the customer’s checkout experience and helps to lower cart abandonment. The site title (and logo if set) will still be linked to your site’s homepage so the customer can find their way back.

To enable Distraction Free Checkout:

1. From within the WordPress admin, go to Appearance → Customize → Easy Digital Downloads
2. Enable the Distraction Free Checkout checkbox
3. Click Save & Publish

Tip: You can use the Slim page template in conjunction with Distraction Free Checkout to make your checkout “slimmer”. Slim checkout pages have been known to improve conversions. Consider A/B testing your site’s checkout page to see if this helps increase sales.

Empty cart

When a customer’s cart is empty, Distraction Free Checkout will be automatically disabled. This is done intentionally so a customer can navigate around your site and find products to add to their cart. Once a product has been added to the cart and they navigate to checkout again, Distraction Free Checkout will be enabled.

Showing products to the customer when the cart is empty

Use the Empty Cart plugin to show products to the customer when their cart is empty.

The post Themedd – Optimizing the checkout first appeared on Easy Digital Downloads.

Creating a changelog

When editing a Download in the admin area, find the Licensing meta box.  Make sure licenses are created for this Download by checking the checkbox.

One of the features that will appear when licensing is enabled is a large WYSIWYG text box. Create your changelog in this box.

As your changelog grows in length, you may find that it would be beneficial to reduce the length of the changelog when providing it via the `get_version` API request. As of Software Licensing 3.6.10, changelogs now support the ‘Read More’ tag, which will truncate the changelog when viewed over the API only. A URL to the full changelog will be placed at the end of the truncated changelog. Just insert following at the appropriate point in your changelog:

Viewing a changelog

To view the changelog of a Download that has one, first visit the product page for that Download.

Then add this to the end of the URL:

?changelog=1

And then the page will show the changelog.

The post Software Licensing – Changelogs first appeared on Easy Digital Downloads.

Once installed and activated, you will see the Hide Download options area when creating or editing a download. The options are located in the Download Settings area in the right column of the create/edit screen of a Download.

The two options available are:

Hide this download – This hides the download from the Downloads archive page which is typically located at http://your-site.com/downloads

Disable direct access to this download – This removes access to the download. In the event a user was to enter the direct URL of the download, it will not be available.

This extension can be useful if you want to remove a download from the archive page and specifically highlight it elsewhere on your site using the [purchase_link] shortcode or a custom link.

The post Hide Download first appeared on Easy Digital Downloads.

Once the extension is
installed and activated, in your EDD store, go to Downloads → Settings → Payments and find the Gateway Fees section. It’ll look like this:

Applying a fee

At the bottom of the page is an area to set up a label and either a flat fee or a percentage fee for each Gateway you have enabled. The screenshot below shows how you can add a 2.9% + $0.30 cents fee for purchases made with the Test Payment for example.

Once you have a gateway fee set up, it automatically takes effect on the checkout page. Below is the example of a Test Payment fee of 2.9% plus 30 cents per transaction on a $100.00 purchase.

Applying a discount

Add the minus sign to any fee in order to apply a discount. For example, you might want to provide a 3% discount for using
Check Payment Gateway. To do so, input -3 in the “Percent fee for Check Payment” field.

Calculation examples

Note: Gateway Fees calculations can be very confusing.  Please read this section carefully and do experiments on your own calculations.

Something important to keep in mind is that this extension is not intended to simply add a fee to the transaction, but rather take the fees charged by the gateway and pass them on to the customer.

More examples

The post Gateway Fees Setup first appeared on Easy Digital Downloads.

The EDD REST API provides an endpoint called /reviews/. The reviews endpoint allows you to query the database and retrieve a list of reviews placed on all products from your store. A basic reviews query looks like this:

http://yoursite.com/edd-api/reviews/?key=c281cf0a95be875d9eeb284fb004c938&token=5f9432f3ffa5945755ebc66179810d70

For each review returned, you’ll receive the following information:

• id – The unique ID of the review
• title – The title of the review
• parent – If the review is a reply, this gives the ID of the parent review
• download_id – The ID of the download for which this review was created
• download_title – Title of the download for which this review was created
• rating – The rating given by the reviewer. This will be null for a reply.
• author – The name of the author of the review
• email – The email address of the author of the review
• IP – The IP address from which the review was submitted
• date – The date the review was submitted
• date_gmt – The date (in GMT) the review was submitted
• content – The content of the review
• status – The status of the review. 1 represents approved and 0 represents unapproved (pending). The status can also be “spam” or “trash”
• user_id – The WordPress user ID of the review author
• type – Either a review or reply depending on what it is
• votes – The number of people who have voted that this review is helpful or unhelpful. This will be null for a reply. If this is a review, it will have sub-keys of yes and no

A reviews query response looks like this:

{
    "reviews": {
        "total": "2",
        "most_recent": [
            {
                "id": "63",
                "title": null,
                "parent": "60",
                "download_id": "1568",
                "download_title": "Endless Possibilities",
                "rating": null,
                "author": "Sunny Ratilal",
                "email": "dev@local.dev",
                "IP": "172.17.0.1",
                "date": "2016-07-20 17:24:48",
                "date_gmt": "2016-07-20 17:24:48",
                "content": "Replying to test review",
                "status": "1",
                "user_id": "1",
                "type": "reply",
                "votes": null
            },
            {
                "id": "61",
                "title": "Great read",
                "parent": "0",
                "download_id": "1566",
                "download_title": "eBook",
                "rating": "4",
                "author": "Sunny Ratilal",
                "email": "dev@local.dev",
                "IP": "172.17.0.1",
                "date": "2016-07-19 19:25:22",
                "date_gmt": "2016-07-19 19:25:22",
                "content": "Well written book",
                "status": "1",
                "user_id": "1",
                "type": "review",
                "votes": {
                    "yes": "3",
                    "no": "0"
                }
            },
        ]
    },
    "request_speed": 0.08372688293457
}

Certain query variables can be attached to the base query. If you want to receive the data for a single review, you can add the &review_id={identifier} parameter, like this:

http://yoursite.com/edd-api/reviews/?key=c281cf0a95be875d9eeb284fb004c938&token=5f9432f3ffa5945755ebc66179810d70&review_id=61

The response for a single review looks like this:

{
    "reviews": {
        "id": "61",
        "title": "Great read",
        "parent": "0",
        "download_id": "1566",
        "download_title": "eBook",
        "rating": "4",
        "author": "Sunny Ratilal",
        "email": "dev@local.dev",
        "IP": "172.17.0.1",
        "date": "2016-07-19 19:25:22",
        "date_gmt": "2016-07-19 19:25:22",
        "content": "Well written book",
        "status": "1",
        "user_id": "1"
    },
    "request_speed": 0.0022079944610596
}

If you want to view all the reviews for a single download, you can add the &download_id={identifier} parameter, like this:

http://yoursite.com/edd-api/reviews/?key=c281cf0a95be875d9eeb284fb004c938&token=5f9432f3ffa5945755ebc66179810d70&download_id=1568

The above query will generate a response similar to above but will have multiple sub-keys under the reviews key

The post Reviews – REST API first appeared on Easy Digital Downloads.

Free Downloads can integrate with these email services:

• GetResponse
• MailChimp
• Aweber
• MailPoet
• Sendy
• ConvertKit

The post Free Downloads Compatibility With Email Services first appeared on Easy Digital Downloads.

Template Tags

In the emails that the Vendor and admins receive regarding applications (application received/approved/denied), the following template tags can be inserted:

{firstname} – The first name of the Vendor
{lastname} – The last name of the Vendor
{fullname} – The full name of the Vendor (first + last name: John Smith)
{username} – The username of the Vendor
{vendor-email} – The email address of the Vendor
{sitename} – The name of our site, as defined by the “Site Name” settings located in Settings → General of the WordPress Dashboard

On the emails that the Vendor and admins receive regarding Submissions, the following template tags can be used:

{firstname} – The first name of the Vendor
{lastname} – The last name of the Vendor
{fullname} – The full name of the Vendor (first + last name: John Smith)
{username} – The username of the Vendor
{vendor-email} – The email address of the Vendor
{sitename} – The name of our site, as defined by the “Site Name” settings located in Settings → General of the WordPress Dashboard
{post-title} – The name of the submission
{post-content} – The content (description) of the submission
{post-categories} – The Category the submission is in
{post-tags} – The Tags the submission has
{post-date} – The date the submission was submitted
{post-status} – The current status of submission (Pending Review, Published, Trashed)

 When customizing the emails for Frontend Submissions you can use the Insert Marker button to easily add one of the available email tags.

Sample Emails

Admin Emails:

New Vendor Application:

{fullname} has applied to become a vendor.

Submission Received:

Vendor {fullname} – {vendor-email} has submitted the following submission for review:
Name of Submission: {post-title}
Content of Submission: {post-content}
Submission Category: {post-categories}
Submission Tags: {post-tags}
Date of Submission: {post-date}

Vendor Emails:

Vendor Application Received:

Dear {firstname},
Your application to become a vendor has been received.

Regards,
{sitename}

Vendor Application Approved:

Dear {firstname},
Your application to become a vendor has been approved!

Regards,
{sitename}

Vendor Application Denied:

Dear {firstname},
Your application to become a vendor has been declined.

Regards,
{sitename}

Submission Received:

Dear {firstname},
Your submission, {post-title}, has been received.

Regards,
{sitename}

Submission Approved:

Dear {firstname},
Your submission, {post-title}, has been approved!

Regards,
{sitename}

Submission Declined:

Dear {firstname},
Your submission, {post-title}, has been declined.

Regards,
{sitename}

Note: The Frontend Submission plugin does not include a feature to email Vendors when their products have sold. This is because the Frontend Submissions plugin does not handle the actual payment to any of the Vendors. If desired, it can be done by using the EDD Commissions extension and setting the commission to zero, which will still send an email to a Vendor when their product is purchased.

The post Frontend Submissions – Email Configuration 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.

Create Per Product Emails

Once installed and activated, navigate to Downloads > Emails, click Add New Email and select Per Product Email.

This will open the email editor to create your Per Product email, for the selected Download.

Enable the email at the top and click Save.

View & Edit existing Per Product Emails

Once you have a custom email configured, you’ll be able to see it in the list of emails under Downloads > Emails. You can use the Senders filter to only display Per Product Emails. You are able to click the email to open the editor or toggle the Status to disable or enable.

Common Issues and FAQ

Product Variations

This extension does not support sending unique emails for product variations at this time.

Original Purchase Receipts

Easy Digital Downloads will send a purchase receipt as well as a custom email when Per Product Emails is active on a specific Download. You can disable the default Purchase Receipt under Downloads > Emails.

Multiple Downloads in the cart

Once custom emails have been configured, it will send a custom email for each item in the cart. For example, if you have configured emails for Product A and Product B and someone purchases both in the same transaction, the extension will send two custom emails – one for each product

The post Per Product Emails Documentation first appeared on Easy Digital Downloads.

Configuration Instructions for ActiveCampaign

1. Once installed, locate the settings for this extension via WordPress admin → Downloads → Settings → Marketing > ActiveCampaign.

2. Then, enter your API URL, API Key, and List ID for ActiveCampaign, found under Settings → Developer in your ActiveCampaign account dashboard.

3. Finally set a Checkout Label and click Save Settings. Once you Save Settings, available lists will appear.

Adding customers to lists

Customers are added one of two ways:

1. By choosing a list in the settings above and selecting Show Signup on Checkout. Customers will have the option to opt in to this list during checkout.
2. Inside the product settings, you can choose a specific list that the customer should be added too, as a result of purchasing that particular product. Customers will need to opt in on checkout to get added to this list.

Troubleshooting

Emails are not added to a list selected in the Download’s Per-Product Lists
Most likely, the customer did not opt in upon checkout. If opt-in is not selected, then an email will not be added to the default list or the per-product list(s). If opt-in is selected at checkout, the email address will be added to the default list and any other per-product lists that might be selected.

The post ActiveCampaign Documentation 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.

Assuming your Vendor Page has a slug of “vendor”, then you can append the username of any vendor to the URL to get that vendor’s personal Shop page.

Example with the Vendor being used in this documentation: http://eddstoredomain.com/vendor/vendorredirecttest/

Below is an example of Vendor Shop page.

The post Frontend Submissions – Vendor Shop Pages first appeared on Easy Digital Downloads.

Table of Contents

• Instantiating Objects
• Available Properties
• Available Methods

Just like Easy Digital Downloads core, the Software Licensing extension includes a variety of action and filter hooks that you can use to tweak the behavior of the extension to better suit your needs. This documentation is written for advanced users who are already familiar with the WordPress Plugins API.

License Creation

License Length

By default, every license key is given a one year expiration date. This expiration length can easily be changed by using the edd_sl_license_exp_length filter. There are four parameters passed to the filter:

• $length (string) – The expiration length for this license. “+1 year” is default
• $payment_id (int) – The payment ID of the purchase this license was generated with
• $download_id (int) – The download/product ID this license is connected to
• $license_id (int) The ID of the newly created license

Here’s a quick example of how you might change the expiration length:

function pw_edd_sl_license_length( $length, $payment_id, $download_id, $license_id ) {
	return '+2 years'; // set length to two years from creation date
}
add_filter( 'edd_sl_license_exp_length', 'pw_edd_sl_license_length', 10, 4 );

Execute Functions After License Creation

The edd_sl_store_license action is fired just after the license key is created and all meta data is attached to it. The action takes three parameters:

• $license_id (int) – The ID of the newly created license
• $download_id (int) – The ID of the download/product this license is connected to
• $payment_id (int) – The ID of the purchase this license was created with

A sample function you might attach to this action could look something like this:

function pw_edd_sl_custom_admin_alert( $license_id, $download_id, $payment_id ) {
	
	// send admin alert

	wp_mail( get_bloginfo( 'admin_email' ), 'License Created', 'A new license key with the ID of ' . $license_id . ' has been created.' );

}
add_action( 'edd_sl_store_license', 'pw_edd_sl_custom_function', 10, 3 );

Execute Functions During License Activation

The edd_sl_activate_license action runs just after a license is activated via the API.

do_action( 'edd_sl_activate_license', $license_id, $download_id );

Execute Functions During License Checking

The edd_sl_check_license action runs just after a license is checked via the API.

do_action( 'edd_sl_activate_license', $license_id, $download_id );

Other Filters

edd_sl_license_response – applied to the response sent when remotely checking a download/product version.

edd_sl_get_license_logs – applied when the log entries for a license are retrieved.

edd_sl_encoded_package_url – applied when the encoded package URL for download packages is retrieved.

edd_sl_download_package_url – applied when the download package file for auto updates is retrieved.

edd_license_labels – applied to the post type labels when registering the edd_license post type.

Other Actions

edd_sl_before_package_download – executes just before the download file for auto upgrades is served to the browser.

Software Licensing version 3.5 and later includes an EDD_SL_License class for interacting with license key records. The EDD_SL_License class allows you to interact with license key data, update existing license keys, and create new license key records.

Instantiating Objects

To improve performance when accessing a license object you should use the wrapper method, which uses the WordPress core object caching layer. You can use either the License ID or License Key to instantiate an object. If no license exists for the provided information the wrapper method will return `false`:

// Instantiate a license via ID
$license = edd_software_licensing()->get_license( 2326422 );

// Instantiate a license via the license key
$license_by_key = edd_software_licensing->get_license( '9e21e9a885212f96cccb4d6186541332', true );

// If you pass in an invalid license ID or key you will get 'false' as a response.
$invalid_license = edd_software_licensing()->get_license( -1 );

EDD_SL_License can be instantiated with a license ID or no value when creating a new license. Here are some examples:

$license = new EDD_SL_License( 2326422 );

If you wish to create a new license:

$license = new EDD_SL_License();
$license->create( $download_id = 0, $payment_id = 0, $price_id = false, $cart_index = 0, $options = array() );

While you can directly instantiate a license with EDD_SL_License, it’s preferred to use the wrapper function for performance reasons.

The arguments necessary to create a new license will be covered below.

Available Properties

The EDD_SL_License class includes numerous accessible properties that hold information related to the license key record.

• ID – The ID number of the license record. This corresponds to the WP_Post object’s ID.
• parent – The post ID of the parent license, if any.
• name – The name of the license. This is a concatenation of the customer’s email address and the name of the product the license key is associated with.
• key – The license key itself. This is typically a 32 character string but can be anything.
• user_id – The ID of the WP_User the license key belongs to, if any.
• customer_id – The ID of the EDD_Customer the license belongs to.
• payment_id – The ID of the EDD_Payment that the license was created for.
• payment_ids – An array of payment IDs related to the license. Includes renewals and upgrades.
• cart_index – The numerical index in the cart items array of the product the license key is associated with.
• download – An EDD_SL_Download instance of the download product the license key is associated with.
• download_id – The post ID of the download product the license key is associated with.
• price_id – The ID of the price option of the download product assigned to the license key.
• activation_limit – The number of unique URLs / machines the license key can be activated on.
• sites – An array of the site URLs (or machine IDs) the license key is activated on.
• activation_count – The number of unique URLs / machines the license key is currently activated on.
• expiration – The expiration date of the license key.
• is_lifetime – Boolean flag indicating if the license is a lifetime (never expires) license.
• status – The current status of the license (active, inactive, expired).
• post_status – The post_status of the WP_Post object for the license.
• child_licenses – An array of child license keys, if any.

Each property can be accessed directly, like this:

// Access the price ID of the license
$price_id = $license->price_id;

Each property can also be updated by setting the value of the property, like so:

// Set the license activation limit
$license->activation_limit = 100;

Changes to object properties will be saved immediately without any need to call a save or update method.

Available Methods

The EDD_SL_License class includes public methods for accessing the object properties and several other help methods that may be used to access and interact with the license data.

$license->create( $download_id = 0, $payment_id = 0, $price_id = false, $cart_index = 0, $options = array() )

This method allows you to create a new license record for an existing download product and payment record.

• $download_id – This must be the ID of an existing download product
• $payment_id – This must be the ID of an existing payment record that included a purchase of $download_id
• $price_id – This is an optional price ID for $download_id if variable prices are enabled
• $cart_index – This is optional cart item index that identifies exactly which cart item this license corresponds to
• $options – An array of options for the license. Can include the following keys
  • parent_license_id
  • activation_limit
  • license_length
  • expiration_date
  • is_lifetime

The create() method can be used to create a new license key but typically will not be used manually except in very custom implementations.

$license->update( $data = array() )

This method allows you to update meta data for a license in bulk. The $data array should be a key/value pair of meta_key/meta_value.

$license->renew()

This method will trigger a renewal of a license key, extending the expiration date by one period and resetting the license status to either inactive or active.

$license->enable()

This method will re-enable a disabled license key.

$license->disable()

This method will disable a license key.

$license->get_meta( $meta_key = ”, $single = true )

This method will retrieve metadata for a license.

$license->update_meta( $meta_key = ”, $value = ”, $old_value = ” )

This method will update metadata for a license.

$license->get_renewal_url()

This method will retrieve the renewal URL for a license.

$license->is_site_active( $url )

This method will determine if the supplied URL is registered on the license.

$license->is_at_limit()

This method will check if the license has reached its activation limit.

$license->license_length()

This method will return the length of a single period for the license, such as lifetime or +1 year.

$license->add_site( $url )

This method can be used to register a new site URL on a license.

$license->remove_site( $url )

This method can be used to remove a site URL from a license.

$license->reset_activation_limit()

This method can be used to reset the activation limit on a license according to the settings on the download product.

The post Software Licensing – Developer Customizations first appeared on Easy Digital Downloads.

Setup

After you have installed and activated the Gravity Forms Checkout extension, there are no further setup steps – the extension is ready to use.

Note: These instructions require the Gravity Forms Checkout extension as well as Gravity Forms.

Connect to EDD Download

In the Gravity Forms form editor, add a Product field to your form.

Edit the Product field and give it a name you want to show users. In the example below, the product has been named “Product Name.”.

This can be done by hovering over the product field and clicking the “Settings” button.

There will be a dropdown field under the text “Connect to EDD Download.” Select the appropriate EDD product from the list. If the product has variations, you’ll see a message saying there are variations (which require additional setup). Instructions for variable products can be seen below.

Now save the form and you’re done!

Connect to EDD Download with Variable Pricing

When connecting a product with Variable Pricing, you will see an additional message under the “Connect to EDD Download” dropdown stating that the download has variations.

When connecting a Download with Variable Pricing, you’ll also need to add an “Option” field in the form.

Once the “Option” field is in place, select a Download from the “Product Field Mapping” dropdown menu.

If the product you chose has variations, a “Load EDD Options & Prices for this Product” button will appear:

Clicking the “Load EDD Options…” button will load the price variations from the selected Easy Digital Downloads product:

Now save the form and you’re done.

Advanced: How Gravity Forms Checkout Connects with EDD Variations

Either the Name of the product variation or Price ID must be the same as in Easy Digital Downloads.

Connecting using Variation Name

The easiest way to connect the Gravity Forms option choices to Easy Digital Downloads price variations is to give them the same name. The EDD names are automatically loaded when you click the “Load EDD Options & Prices for this Product” button.

Connecting using Variation Price ID

When you enable variable pricing in Easy Digital Downloads, use the name of the price variations.

If instead you want to use a different name, use the number representing the position of the option, starting with one. In the example shown below, the “Good” variation would be 1, “Better” would be 2, and “Best” would be 3.

You can see in the next screenshot that the values that have been set are 1, 2, and 3. even though the names are different, it will be connected because those numbers match the EDD variation positions.

FAQ

Why are Purchases being marked as “Pending”?

There are a few reasons why a Gravity Forms purchase would be marked as Pending in Easy Digital Downloads.

The Gravity Forms form didn’t include any payment methods.

The status will be set to “Pending” if:

• The total of the order is greater than zero
• The connected Gravity Forms form has no configured method of payment; there is no payment made at the time of submission

If this is the case, then you will need to modify the default payment status to be “Completed.”

Gravity Forms hasn’t “heard back” from the payment processor yet

It can take some time for payment processors to notify a website that a payment has been accepted or rejected. During this time, the purchase will be marked as “Pending” until the notification comes in.

Does Gravity Forms Checkout support subscription payments?

No, at this time subscription payments are not supported with Gravity Forms Checkout. If this feature is important to you, please let us know.

How to define the Customer fields that should be used

If you have a form that has multiple name, email, or address fields, you may want to change which fields are used for the Customer.
In Version 2.0, if your form has multiple fields of those types, you will see a new “EDD Fields” form setting.

From the EDD Fields settings page, choose the field that will be used for the EDD Customer. By default, the first field of its type will be used.

How to redirect to the EDD Payment Confirmation page

If you want to show users an Easy Digital Downloads receipt instead of a Gravity Forms receipt, you can do that by updating the Gravity Forms form confirmations. Here’s how.

While in the form, navigate to Settings → Confirmations.

Hover over “Default Confirmation” and click the “Edit” link.

Change the “Confirmation Type” to “Redirect”. Once it’s set to redirect, update the Redirect URL setting to the Purchase Confirmation page URL from Easy Digital Downloads.

Once you have the redirect URL in place, click “Save Confirmation” and new purchases will now be redirected to the Easy Digital Downloads purchase confirmation page. Users will see a receipt generated by Easy Digital Downloads.

Modifications

How to modify the default payment status

The default status of new orders before payment is applied is “Pending.” If you want to accept payments by default, use the code below:

<?php
add_filter( 'edd_gf_default_status', 'modify_edd_gf_default_status', 10, 2 );

/**
 * Modify the default status when there's no status match.
 *
 * @param string $default Default payment status for EDD ("pending" or "publish") (Default: "pending")
 * @param string $status The status of the Gravity Forms entry, set in $entry['payment_status']
 */
function modify_edd_gf_default_status( $default = 'pending', $status = '' ) {
	// Set the default status to be Completed/Paid
	return 'publish';
}

How to include base product download links when purchasing a product with price variations

Prior to Version 1.3, if a customer purchased a product with variable pricing and the base product also had a download associated with it, they would receive a link to the base product as well as the variable product they bought. In Version 1.3, this was changed so that customers would only receive a link to the option they purchased.

If you would like to restore this functionality, add this code to your theme’s functions.php file:

<?php
add_filter('edd_gf_variable_products_include_base', '__return_true');

The post Gravity Forms Checkout Setup and Usage first appeared on Easy Digital Downloads.

Settings Area:

By navigating to Downloads → Settings → Extensions you will have the ability to select Download categories that are “services”.

If a download belongs to one of the categories selected, then the Purchase Confirmation page will not show the “no downloadable files” message for that particular download.

Settings Per Download:

When creating or editing a Download product, you will see a new area in the right column in the Download Settings area which will allow you to set the individual Download as a “service”.

If this setting is active, then the Purchase Confirmation page will not show the “no downloadable files” message for that particular download.

The post Downloads as Services first appeared on Easy Digital Downloads.

Table of Contents

• Creating Cross-sells & Upsells
• Settings
• Removing the Excerpt
• Unhook Upsells From a Single Product Page
• Moving Cross-sells Above Product Listing on Checkout
• Custom Headings
• Remove the Stylesheet
• Filtering Products in the Admin

Creating Cross-sells and Upsells

With the
EDD Cross-sells and Upsell extension, creating either a cross-sell or upsell is easy and intuitive. Follow the steps below to setup your Cross-sells/Upsells.

1. Visit the download in the WordPress admin that you would like to add cross-sells/upsells for
2. Scroll down to the new Cross-Sell & Upsell metabox area
3. Set specific headings if necessary, otherwise the headings from the main settings area will be used.
4. Click into the provided fields, and select your desired products that will be the Cross-sell or Upsell item(s)
5. Save

Cross-sells will be shown on the checkout page, and upsells will be shown on the individual product page.

Cross-sell & Upsell Settings

Once installed and activated, a new EDD Cross-sell Upsell Settings section will appear when navigating to Downloads → Settings → Extensions → Cross-sell & Upsell.

Default Upsell Heading

This is the default heading shown on single product pages. Headings are also customizable on a per-product basis from each individual product page.

Default Cross-sell Heading

This is the default heading shown at checkout for Cross-sell products. Headings are also customizable on a per-product basis from each individual product page. If multiple cross-sells are shown from different products, then the default heading is used.

Maximum Upsells To Show

This is the maximum number of upsells that will be shown on a single product page

Maximum Cross-sells To Show

This is the maximum of upsells that will be shown on a single product page

Removing the Excerpt

To remove the excerpt using the
Cross-sells and Upsells addon, copy and paste one of the following functions (mind the opening PHP tag, as it’s not needed if code is being added to existing PHP file) into your child theme’s functions.php or a custom plugin.

This example shows how you can remove the excerpt.

	/**
	 * EDD Cross-sell & Upsell - Removing the excerpt
	 * https://easydigitaldownloads.com/extensions/cross-sell-and-upsell/?ref=166
	*/
	function sumobi_edd_csau_show_excerpt() {
		return false;
	}
	add_filter( 'edd_csau_show_excerpt', 'sumobi_edd_csau_show_excerpt' );

This example shows how you can remove the excerpt, but only on single download pages.

	/**
	 * EDD Cross-sell & Upsell - Removing the excerpt, but only on single download pages
	 * https://easydigitaldownloads.com/extensions/cross-sell-and-upsell/?ref=166
	*/
	function sumobi_edd_csau_show_excerpt() {
		if ( is_singular( 'download' ) ) {
			return false;
		}

		return true;
	}
	add_filter( 'edd_csau_show_excerpt', 'sumobi_edd_csau_show_excerpt' );

Unhook Upsells From a Single Product Page

With Cross-sells and Upsells, if you want to remove the upsells from displaying after the content, you can use the filter below.

You may wish to do this if you wanted to re-hook the upsells onto another action hook.

	remove_filter( 'the_content', 'edd_csau_single_download_upsells', 100 );

Move Cross-sells About Product Listing on Checkout

By default with the Cross-sells and Upsells addon, the Cross-sells are shown just below the product listing on the checkout page. If you would like them to appear above the product listing you can paste the following code into your theme’s functions.php:

	function sumobi_edd_csau_move_cross_sells_at_checkout() {
	    // remove cross-sells from after the product listing at checkout
	    remove_action( 'edd_after_checkout_cart', 'edd_csau_display_on_checkout_page' );

	    // add the cross-sells before the product listing at checkout
	    add_action( 'edd_before_checkout_cart', 'edd_csau_display_on_checkout_page' );
	}
	add_action( 'template_redirect', 'sumobi_edd_csau_move_cross_sells_at_checkout' );

Custom Headings

Custom headings on your Cross-sells and Upsells are a great way to not only increase sales but build customer relationships.

Upsell Heading

In the Settings for Cross-sells and Upsells, you can set a default Upsell heading. You can further enhance the power of this extension by making custom headings for specific Downloads. Each Download has a metabox for managing the heading.

In the referenced metabox above, you have the ability to set a custom heading that is shown above the upsell products on the individual product page. This is perfect for creating a more personal message that relates to the products being offered.

Cross-sell Heading

The custom Cross-sell heading is shown on the checkout page. If your customer has a song (by their favorite music artist for example) in their shopping cart, you could offer more songs from that artist as a cross-sell.

If the customer happens to have something completely unrelated in their cart which also triggers a cross-sell product, the fallback heading is shown (this is set by navigating to Downloads → Settings → Extensions → Cross-sell & Upsells)

Remove the Stylesheet

The Cross-sells and Upsells addon comes with styles that affect the output of the suggested downloads.

You can remove the stylesheet that the extension loads by adding the below code to your theme’s functions.php file or through a custom plugin.

	function sumobi_edd_csau_deregister_styles() {
		wp_deregister_style( 'edd-csau-css' );
	}
	add_action( 'wp_enqueue_scripts', 'sumobi_edd_csau_deregister_styles', 20 );

Filtering Products in the Admin

With the Cross-sells and Upsells addon, products can be filtered in the WordPress admin on the main Downloads page via the dropdown menus above the downloads. A new dropdown menu will be added where you can quickly show:

• Downloads with cross-sells
• Downloads with upsells
• Downloads with both cross-sells and upsells

Combined with the standard WordPress filter options, it’s a powerful way to quickly find all your downloads with cross-sells and upsells.

The post Creating Cross-sells and Upsells first appeared on Easy Digital Downloads.

As long as the commission hasn’t actually been paid out it’s very easy for Easy Digital Downloads to manipulate the sale record and adjust the payout properly. Once the commission has been paid out your only option is to ask the vendor nicely to return the money. This can be awkward, so here’s a workflow that can keep the headaches away.

The important thing is to have a return policy with a shorter time frame than your commissions payout time.

Setting Up Refund Terms

Under Downloads → Settings → Misc you’ll find the Terms of Agreement settings. This is where you would put in your refund policy. You may use the Easy Digital Downloads Terms of Agreement as an example. For this document we’ll use 14 days as an example timeframe.

Setting Up Commission Terms

Commission terms need to be communicated to your vendors, but there isn’t a specific way it must be done. You could create a page and print them there, include them in a signup email, or any other way that works for you. The key is that they’re properly communicated to your vendors.

To help avoid refund issues, make your commission payout time frame longer than your return time frame. For example, if your return time frame is 14 days as we mentioned above, then make your commission payout time frame 30 or 45 days after the sale.

Handling Refunds

When a sale is made, payment from the customer is collected, but the commissions are not paid out automatically, they’re simply noted in Easy Digital Downloads.

When you refund a payment that has commissions we’re able to simply edit the payment and revoke the commission because we haven’t paid the vendor their commission yet. Here’s the process:

Step 1: Find and View the Payment

You can find the order on the Payment History page. Click View Order Details.

Step 2: Find the Commission Record

Under Payment Notes you’ll find a record of commissions being recorded. Click on the View link. This should take you to a listing of one, see below.

Step 3: Revoke the Commission

While viewing the commission, hovering over it will make a menu appear that contains the Revoke link. This will NOT delete the commission, but merely mark it revoked, so that it won’t appear in any list to be paid.

Wrapping Up

When the site owner goes to pay out commissions they can use the date chooser to only select commissions that are older than whatever term they have set for their vendors. It also ignores all revoked commissions.

The post Commissions – Refunds 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.

1. Not having version numbers in sync.

There are three places you must increment your software when releasing a new version.

A. The Licensing meta box in your download page

B. In your Updater file. Themes have a file called theme-updater.php and plugins have some code right in the main plugin file.

Themes have something like this:

	$config = array(
		'remote_api_url' => 'https://easydigitaldownloads.com', // Site where EDD is hosted
		'item_name' => 'Theme Name', // Name of theme
		'item_id' => 123, // ID of download
		'theme_slug' => 'theme-slug', // Theme slug
		'version' => '1.4', // The current version of this theme
		'author' => 'Easy Digital Downloads', // The author of this theme
		'download_id' => '', // Optional, used for generating a license renewal link
		'renew_url' => '' // Optional, allows for a custom license renewal link
	),

Note the ‘version’ in there.  It must match what you have in the Meta Box above.

Plugins have something like this:

$edd_updater = new EDD_SL_Plugin_Updater( EDD_SAMPLE_STORE_URL, __FILE__, array(
			'version' 	=> '1.4', 			// current version number
			'license' 	=> $license_key, 		// license key (used get_option above to retrieve from DB)
			'item_name'     => EDD_SAMPLE_ITEM_NAME, 	// name of this plugin
			'item_id'     => EDD_SAMPLE_ITEM_ID, 	// download ID on your site
			'author' 	=> 'Pippin Williamson'  // author of this plugin
		)
	);

Note the version number in that code as well.

C. The plugin header.

Just like every other plugin there’s a version number in the header. Example:

 <!--?php
/**
 * Plugin Name: Easy Digital Downloads
 * Plugin URI: https://easydigitaldownloads.com
 * Description: Serve Digital Downloads Through WordPress
 * Author: Pippin Williamson
 * Author URI: https://pippinsplugins.com
 * Version: 1.4

Important: All three of these version numbers must match.

2. Download name mismatch and no item_id specified

In order for the license updater to receive updates from the correct download on your site, the item_name and item_id keys are included in the array demonstrated above. It is not necessary to include both. If both are present, the item_id value will be used and item_name will be disregarded.

If only item_name is used, it is critical that the value matches exactly the download’s actual title. If the title is not an exact match, update notifications will not be shown. For this reason, we recommend using item_id instead.

3. Using a security plugin or htaccess rules that blocks the ?edd_action=get_version/activate_license requests

Some plugins and htaccess rules block get variables like the one above because they’re commonly used by attackers.  Look for these settings and make sure they’re off.

4. Why isn’t it working on my multisite setup?

The plugin needs to be activated either via the multisite network or via one of the individual sites. The custom updater only works when the plugin is activated; otherwise, the code cannot run.

The Network Admin will only see updates via the Network Admin Dashboard, if the plugin is Network Activated OR the plugin is activated on the Main site. Note, the main site is the WordPress site on the network labeled Main:

Note: The Network Admin will not see an update notice from the Network Admin Dashboard if the plugin is active on any of the other sites on the network. But the network admin can see and update the plugin via the site’s plugin list where the plugin is activated.

Only Network Administrators will see the update notice, as that is the only user level which can update plugins on multisite.

That means in order to get updates to appear on the Network Admin Dashboard, without Network Activating the plugin, the following needs to happen: 

1. Activate plugin on the Main site 
2. Activate license key on the Main site 
3. Visit Plugins page on site (or Network Admin → Home → Updates). Note, although a site admin visiting the Plugins screen will trigger the check for an update, the notice will only appear to Network Admins.
4. This caches the available plugin updates in a network-wide transient.
5. As a Network Admin, you can visit Network → Plugins and see the update.

Why do some plugins show an update notification when they are not activated on any of the multisite sites?
Plugins on wp.org will show that an update is available without being activated.

5. Why does my plugin always show there’s an update?

The updater class in your plugin had a bug before version 1.6. Update to 1.6 or higher and this issue will be resolved.

You may get the latest version of the the updater class from the sample plugin available in your purchase history at  https://easydigitaldownloads.com/your-account/.

6. Incorrect __FILE__ parameter provided to updater class

If you are extending the updater class from a file other than the main plugin file, add a define(‘YOUR_PREFIX_PLUGIN_FILE’, __FILE__ ); to the main plugin file, and then instead of calling __FILE__ as the second parameter of the new EDD_SL_Plugin_Updater class, call YOUR_PREFIX_PLUGIN_FILE there.

The post Software Licensing – Update notifications not showing first appeared on Easy Digital Downloads.

Once it is installed and activated, a new menu called Checkout Form will be added to the primary Downloads menu. After navigating to Downloads > Checkout Form, you will be presented with a screen that has a drag-and-drop interface for adding and arranging checkout fields.

To add a field, simply click on the field type you wish to add from the box on the right and it will be added to your form.

Storing Field Data

When creating a new field you’ll usually be asked if you want to store the data in User Meta or Payment Meta. Here’s a brief description of each.

User Meta

User Meta is information about a user. A common WordPress example would be Last Name. If you’re making a new custom field for information related to the user, Secondary Email for example, you should store it in User Meta. This will make that information visible in the Customer Information tab in EDD as well as the Customer Profile Editor for customers to update themselves.

Note: The option to save meta to user will not be available unless Require Login is enabled. To enable go to Downloads → Settings → Misc → Checkout and enable “Require Login”.

Payment Meta

Payment Meta is information about a payment. An example would be quantity. If you’re making a new custom field for information relating to the payment, a field for comments about the product for example, you should store it in Payment Meta. This will make that information visible and editable in the Payment History.

Viewing Custom Fields

For the examples shown below, we’re adding an email text field called Customer Secondary Email. This first image is an example of the setup for all of the User Meta output examples below.

Help Text: This will be shown on the checkout page for this field.

CSS Class Name: You can add custom CSS class for the field in order to style it. (Example: my-custom-class)

Size: You can determine the width of the custom field (results may vary depending on the theme used)

Conditional Logic: Checkout Fields can be shown or hidden based on conditional logic rules either tied to the cart contents or the user. See the Checkout Fields Manager Conditional Logic doc for details on setting up conditional logic rules.

Field Display In Checkout

Once a field is added, and it’s set to show on the checkout form, it will look like this on the checkout form:

Field Display In Profile Editor

If the metadata is stored in User Meta then the field will appear on the customer-facing profile editor which is created by the [edd_profile_editor] shortcode. It will then look like this:

Field Display in Customer Information

If the metadata is stored in User Meta you’ll be able to see it in the Customer Details by navigating to
Downloads > Customers.

Field Display in Payment History

If the metadata is stored in Payment Meta, you’ll be able to see it on the Payment History page for the transaction. This example uses a custom field titled “Payment Info”.

Adding Field Values to Purchase Emails

The checkout field customer responses can be added to the purchase receipt emails and also the admin sale notification emails via template tags.

The template tags that are used for each field are automatically generated based on the “meta_key” field given for each checkout field.

For example, if you have a field called “Company Name” that has a meta_key of “company_name”, you will use {company_name} as the template tag in the emails.

Amazon S3 Integration

If you have the EDD Amazon S3 extension installed, the Checkout Fields Manager ‘File Upload’ field will upload your customer’s files into a folder named ‘cfm’ inside of your Amazon S3 bucket.

Note: Checkout Fields Manager does not integrate with the Free Downloads extension.

The post Checkout Fields Manager – Setup Documentation first appeared on Easy Digital Downloads.

If Vendor registration is open to all then the end user may go to your Vendor Registration Page to sign up. When someone signs up as a Vendor, they will be assigned the user role of Subscriber unless they already had a WordPress user account with a different user role.

Registration

If the end user is not signed in as a WordPress user, this is the form they will see:

If the end user is already signed in as a WordPress user, this is the form they will see.  This form is much simpler because it’s taking existing information from the WordPress user:

After Registration

After completion of the registration form, the new Vendor will see one of two things:

1. If you have auto-approval turned on then they are sent directly to the Seller Dashboard where they can begin adding products
2. If you have auto-approval turned off then they will see a message that says “Your application is pending”. The store administration will receive an email alerting them to the fact that a new Vendor registration requires approval.

Manually Grant Vendor Status

To manually make any WordPress user into an FES Vendor, browse to their WordPress profile page. Find the section titled “Easy Digital Downloads Frontend Submissions.” In that section there is a link titled Make Vendor. Simply clicking that link will make that user a Vendor.

This same area can be used to see that a user is a Pending Vendor, and link to the Vendor Profile. In the Vendor Profile a user can be Approved as a Vendor.

Vendor Management

You may manage Vendors by navigating to Downloads > Vendors. Note, this title may be different if you’ve changed the “Vendors” text to something else.

Here you’ll see a list of all Vendors currently on the website. Hovering over a Vendor name will allow you to View, Approve, or Reject the application as well as options to Suspend or Delete active Vendors.

If you click the View link then you’ll be taken to the Vendor Details page. The Vendor information area uses a tabbed interface, with the tabs along the left side.

Vendor Status

Pending: While in pending status a vendor cannot submit products to the marketplace.

Approved: An Approved vendor can submit products to the marketplace.

Suspended: A Suspended vendor cannot submit products. Any of their products that are Live will be set to Draft when their role is set to Suspended. Vendors can be set back to Approved at any time by the store admin. Any of their products that were previously live will get set back to Live.

Vendor Overview

The first tab is the Vendor Overview.

The Vendor Overview tab contains:

• Vendor name
• Vendor email
• Vendor sign-up date
• WordPress User ID
• Vendor status
• Vendor mailing address (if applicable)
• Number of sales
• A list of products
• A button to Delete this Vendor
• A button to Suspend this Vendor
• A link to edit the information on this panel

Vendor Notes

The Vendor Notes tab is designed for site administrators to make private notes about Vendors. These notes are visible ONLY to site administrators. Below is an example with one note.

Vendor Registration

This tab allows site administrators to change the Vendor’s information including the following:

• First Name
• Last Name
• Email Address
• Display Name

Vendor Profile

This tab sets the name of the Vendor’s store as well as allowing for a custom email address for the Vendor contact form.  If no email address is provided, the address from the WordPress user profile will be used. Other fields available in the Profile form are editable in this area as well.

Vendor Products

This tab lists all of the Vendor’s products, showing ID, Title, Status, and number of sales. Titles are links to the product admin pages. There’s also a sum of the number of sales if more than one.

Vendor Reports

This tab can show both earnings and sales over time. It can be filtered to show

• Today
• Yesterday
• This Week
• Last Week
• This Month
• Last Month
• This Quarter
• Last Quarter
• This Year
• Last Year

Vendor Exports

This tab allows the site administrator to download a PDF with Sales and Earnings for the current year as well as a Customer list for any given product or all products. The customer list could be emails only or emails and names. The customer list is delivered in CSV format.

Vendor Deletion

The Delete tab allows a site owner to delete a Vendor as well as choose to delete their products or attribute them to another user.

The post Frontend Submissions – Vendor Accounts first appeared on Easy Digital Downloads.

The Commissions extension is often paired with Frontend Submissions, but this is NOT required. Commissions can be paid to any WordPress user at either a flat rate or a percentage of the sale.

Setup

Once Commissions is activated, settings will exist in two places:

EDD Settings:

Downloads → Settings → Extensions → Commissions

Product Settings:

Downloads → All Downloads → Edit → Commissions

Setup Steps:

1. Configure sitewide settings

Navigate to: Downloads → Settings → Extensions → Commissions

Default rate: Default commission rate for products with commissions enabled. See Configuring Vendor Rates for details.

Calculation Base: Set how the commissions are calculated. See Configuring Vendor Rates for details.

Allow $0.00 commissions: By default, EDD records commissions even if the value of the commission is $0.00. While this may be useful for tracking purposes in some situations, some users may find it confusing. If you prefer not to see $0.00 commissions, disable them here.

Revoke on Refund: Automatically revoke any unpaid commissions when a payment is refunded.

Recurring Payments Commissions: When using Recurring Payments, this option will record commissions for subscription renewal payments.

2. Configure commissions on each individual product

Navigate to: Downloads → All Downloads → Edit → Commissions

Each product needs commissions enabled as well as one or more vendors added to the product’s commission settings. See Configuring Vendor Rates for details on these settings.

3. Email Notifications

By default, vendors will be notified via email for each sale of a product they are receiving a commission on. This can be disabled or customized under Downloads > Emails. See the email settings for details on editing emails.

It’s recommended only one email is enabled, not both. Have both enabled will cause duplicate emails.

Commission Earned: Sends email on a per-commission basis

Commission Earned on Order: Sends all commissions earned in a single email. This prevents duplicate emails if someone earns multiple commissions from a single order.

Default Email:

4. Export and pay vendors

On a regular basis (monthly is suggested), export your commissions report and pay your users. See Exporting and Paying vendors for details on this process.

(Optional) Vendor Commissions Page

The [edd_commissions] shortcode can be used to allow vendors to view commissions and export their commission data. See Vendor Commissions Page for details.

The post Commissions – Setup & Overview first appeared on Easy Digital Downloads.

From this dashboard Vendors may 

• Manage Products
• Add Products
• View and Manage Orders
• Edit their store profile
• Log out

If the site owner has added a Vendor Announcement (EDD FES → Settings → Main Settings) it will show on this page.

Last is a Comments section, which is an aggregate of all comments on products owned by this Vendor (if applicable).

Products

The Vendor can View, Edit, or Delete any of their products. 

Add Product

Here, a Vendor can add a new product. The fields available are determined by how the site owner populates the Vendor Submission Form. 

Orders

The Vendor can see all orders from their store as well as view each order.

When clicking “View” on an order, the Vendor is presented with a full record of the order. 

Profile

The Vendor will be able to edit their profile information.

The post Frontend Submissions – Vendor Dashboard 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.

Settings:

There are a few optional settings you can use to configure how your customers will experience their All Access Pass. These settings can be found by navigating to Downloads → Settings → Extensions → All Access.

“Download Now” button text: All Access converts the normal “Buy Now” buttons into “Download Now” buttons. This allows you to change adjust that text.

Allow redownloading: Allows pass holders to re-download the same file again without it counting towards their download limit for a given period.

If All Access Expired (Message shown to user): When a customer’s All Access Pass expires, if they attempt to download a product using their All Access Pass, they will see an error page. On that page they will see the message “Your All Access Pass is expired”. This allows you to change adjust that text.

If All Access Expired (Redirect URL): If, once the customer’s All Access Pass has expired, you don’t want to show the user the default error page, you can use this setting to redirect the user to any URL. For example, you can make a new WordPress Page with a custom error message on it – even prompting the user to repurchase the All Access Pass using something like the [purchase_link] shortcode. The URL to that page can be entered for the redirect and the user will be directed to that page if they try to download a product using an expired All Access Pass.

If category not included (Message shown to user): Similarly to the above settings, these are used if the customer tries to download an item that is in a category which they don’t have an All Access Pass for.

If category not included (Redirect URL): If the customer does not have access to a specific category and you don’t want to show the user the default error page, you can use this setting to redirect the user to any URL.

If Product Variation not included (Message shown to user): Also similar to the above settings, these are used if the customer tries to download an item that is a product variation which they don’t have an All Access Pass for.

If Product Variation not included (Redirect URL): If the customer does not have access to a specific variation and you don’t want to show the user the default error page, you can use this setting to redirect the user to any URL.

If Download Limit reached (Message shown to user): Also similar to the above settings, these are used if the customer tries to download an item and their limit has been reached, the error message can be adjusted here.

If Download Limit reached (Redirect URL): If the customer has reached their download limit and you don’t want to show the user the default error page, you can use this setting to redirect the user to any URL.

Hide non-relevant variable prices: If a customer has an All Access pass but that pass doesn’t provide access to a specific variable price, should it be hidden? For example, if the All Access Pass gives access to a “Large” version and thus you want to hide the “Medium” and “Small” versions, choose “Yes” and they will be hidden from those All Access Pass holders. Note they will still appear to people without an All Access pass where they normally would.Hide non-relevant variable prices.

Another example might be, the pass provides access to all options but to the pass holder, there is no difference. Each option may deliver the same file. In this case you could set the All Access Product’s “Total Price Variations” & “Included Price Variations”. This will prevent the variable options from appear for pass holders:

Add to Cart Display Mode: This set of options allows you to change the way purchase buttons display on your site. It’s an easy way to “Upsell” All Access. Or, if your site is set up so that you ONLY sell All Access Passes and not individual items, this is a good place to make that happen.

Show “Buy All Access” Instructional Text: If your “Add To Cart” Display Mode is set to option 2 or 3, should instructional text be shown above the “Buy All Access” button?

“Buy All Access” Instructional Text: If your “Add To Cart” Display Mode is set to option 2 or 3, what should the text above the “Buy All Access” button say? Default: “To get access, purchase an All Access Pass here.”

Show “Log In” Instructional Text: If your “Add To Cart” Display Mode is set to option 2 or 3, should instructional text be shown before the “Log In” button?

“Log In” Instructional Text: When a “Login” link is shown below the “Buy All Access” button, what should the text before the link say? Default: “Already purchased?”

Bonus Option: Replace “Buy All Access” buttons with a Custom URL button?: If your “Add To Cart” Display Mode is set to option 2 or 3, instead of showing the “Buy All Access” buttons it describes, you can choose to show a custom button pointing that that URL will display instead. This is perfect if you have a custom-built “pricing” page you’d like to direct your potential customers to.

Custom Button URL: What URL should the Custom button link to when clicked?

Custom Button Text: What should the text on the custom button say? Defaults to “View Pricing” if left blank.

The post All Access – Settings first appeared on Easy Digital Downloads.

Note: If using with our Free Downloads extension and the “Auto Handler” option is set to “Auto Download”, be sure to enable “Email Discount Code to Customer”. The customer will not reach the Purchase Confirmation page to receive the discount code if the “Auto Download” option is chosen in the Free Downloads settings area.

Setup

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

Minimum Purchase Amount: This would require that the customer spend a certain amount of money on a single transaction before the reward would be given. If you leave it blank then there is no minimum. If you choose to set a minimum, put in only the number, not any currency symbol.

Discount Code: If you’d like to offer an existing discount code, select it from the dropdown menu. Note: If you choose an existing Discount Code then all of its rules apply. Full documentation on Discount Codes here.

Create Discount Code: If you don’t wish to use an existing discount code, you can set one that will be created on the fly as a one-time use code for each customer. Simply click the “Create Discount Code” checkbox and then proceed to the options below it.

Discount Type: Your new discount can either be a percentage off or a flat rate.

Discount Amount: This value is a number that will be either a percentage or a flat value, depending on what was selected for Discount Type.

Enable Purchase Sharing: This will display the sharing icons, regardless of whether the customer must share their purchase for a reward.

Force Share For Discount Reward: This requires that the customer must share their purchase to at least 1 social network before a reward is given. If “Enable Purchase Sharing” is not enabled above, it will only show the sharing icons when needed.

Email Discount Code To Customer: If this option is checked then the discount code will be emailed to the address provided by the customer.

Also provided is a rich text area in which to create the email that will be sent to the customer.

Template tag options for this text area are:

• {name} – The customer’s name
• {discount_code} – The discount code the customer is receiving
• {site_name} – Your site name
• {site_url} – Your site’s URL

Twitter Message: This is the text that will be included in the “Share Tweet” if the share icons are enabled. It automatically includes the URL of the site so you don’t need to include it. If left blank, no message will be included.

Twitter Username: This is the username that you want the Twitter “Follow” button to use. If blank the button is disabled.

Default Sharing Title: This text appears above the sharing buttons on the purchase confirmation page. The default is “Share your purchase!”

Default Sharing Message: Message shown when sharing is enabled and no discount is set, or when purchase does not meet reward requirements.

Reward Title: Title shown when purchase meets reward requirements. Default: You’ve Been Rewarded!

Reward Message: Message shown when purchase meets reward requirements. Default: We’d like to offer you a {discount_amount} discount which you can use on your next purchase:

Reward Sharing Title: Title shown when sharing is enabled and purchase meets reward requirements Default: Share for a discount on your next purchase!

Reward Sharing Message: Message shown when sharing is enabled and purchase meets reward requirements Default: We’d like to offer you a {discount_amount} discount which you can use on your next purchase, just for sharing!

Reward Sharing Thanks Title: Title shown when purchase has met reward requirements and the customer has shared their purchase Default: Thanks for sharing.

Reward Sharing Thanks Message: Message shown when purchase has met reward requirements and the customer has shared their purchase. Default: Here’s your {discount_amount} discount code

The post Purchase Rewards first appeared on Easy Digital Downloads.

Initial Setup:

Once you’ve purchased and installed the Simple Shipping extension, in the WordPress admin go to: Downloads > Settings > Extensions > Simple Shipping

There, you’ll need to choose a Base Region and choose whether to apply tax to shipping fees. The Base Region setting will let Simple Shipping know whether an order is “Domestic” or “International” when applying the shipping fee to an order.

Creating a Shipping-Enabled product.

To enable shipping for a product, while creating or editing that product look for the “Download Prices” section. When you check the “Enable Shipping” checkbox, you can set a flat rate for both Domestic and International shipping.

Note: Domestic means that the customer is in your store’s country. International means the customer is not in your store’s country.

If you have enabled variable pricing, you can also set up different shipping rates for each variation of a product. For example, a “Small (Option 1)” version can have different shipping rates than a “Large (Option 2)” version. Click “Show advanced settings” to enter the Simple Shipping Settings.

Shipping your orders

Once you receive an order for a shipping enabled product, you need to handle the actual shipping. To do that, you need the customer’s address so you can put it on the package you are shipping. All of the information for shipping can be found on the Payment’s “Order Details” page. Find this by navigating to:
Downloads → Orders → Find the order → click “View Order Details”

On the Order Details page, find the section called “Shipping Address”. This contains the address the customer entered upon checkout. You will use this information to send the package to the customer.

Once you’ve shipped the item, check the box called “Check if this purchase has been shipped”. This is an easy way to remember whether or not an order has been shipped or not. Then, when looking through your orders on the “Orders” page, the “Shipped” column will indicate if an order has been shipped or not:

Tracking Numbers

If you wish to provide a tracking number to your customers, once you’ve shipped the item and have the tracking number from your shipping company, enter it into the box called “Tracking Info” on the Order Details page. Then, click “Save Payment” to update it. After it is saved, you will see the “Track Parcel” option and also the “Send Tracking Info” option. This will send an email to the customer with the tracking information.

Simple Shipping Emails

Customer tracking emails

You can customize the email sent to your customer when you click the “Send Tracking Info” button. The controls for this can be found in your WordPress Dashboard by navigating to:
Downloads > Emails > Order Shipping Notification

Clicking the Order Shipping Notification opens the editor:

By including template tags in the email, they will be replaced with the actual information relating to this order. You can click the Insert Tag button to open the list of available tags, which you can click to insert into the email. The following template tags can be used for this email:

{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

{ip_address} – The buyer’s IP Address

{tracking_ids} – Show saved tracking ids for payment.

New Sale Notifications

If an order includes a product with shipping enabled, the customer’s shipping information will be automatically appended to the New Sale Notification email. No customization is necessary to include this information.

Integrations

Frontend Submissions: Simple Shipping is compatible with Frontend Submissions.

Commissions: You can split shipping fees so they are paid to specific commissions receivers. See the full documentation for Shipping and Commissions integration.

Alternatives

Note that this plugin is meant to be very simple and does have limitations on how complex its shipping options are. If you need more robust/complex shipping options, it may be wise to look at other eCommerce solutions. Here are some we recommend:

• WP eCommerce
• iThemes Exchange
• Shopp
• WooCommerce

The post Simple Shipping Setup 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.

Table of Contents

• Add New subscription fields
• How to Manually Create Subscriptions
• Recreating a Subscription and Order
• Recreating a Subscription for an existing order
• Manually Migrating Subscriptions
• Creating a Stripe Subscription

This document covers manually creating subscriptions and migrating subscriptions from another platform. It will not create a payment or subscription record at the payment gateway, this is for the purpose of adding a subscription to EDD that already exists at the payment gateway or for testing purposes.

About the Add New subscription fields

Price and Billing Cycle: Fields for Initial Price, Recurring Price, and Billing Cycle. In most cases, the initial and recurring amounts are the same.

Times Billed: This specifies how many payments should occur. 0 is default and allows the subscription to run indefinitely until the store or customer cancels. If a number is entered here, then the user will be billed that many times after the initial purchase. Example: If “Times Billed” is set to 1, then the user will be billed twice – once for the initial purchase and once more for the “Times Billed” setting.

Customer Email: This allows you to select an existing customer or specify an email address to create a new customer.

Product: The Product this subscription applies to.

Initial Purchase ID: A new subscription will either create a new payment record or an existing Order can be specified.

Gateway: If creating a new payment record, the gateway needs to be specified. This has to match the gateway that the subscription exists on or renewals and cancelations may not work properly.

Profile ID: This is the unique ID of the subscription in the payment gateway. Typically referred to as a Subscription ID.

Transaction ID: The initial purchase ID from the payment gateway. This is mostly for the store owner’s reference and is not actually utilized by the EDD subscription.

Date Created: The date the subscription was created. This field is optional.

Expiration Date: The date the subscription expires and/or the date of the next renewal.

Subscription Status: Current status of the subscription.

How to Manually Create Subscriptions

1. Navigate to Dashboard → Downloads → Subscriptions → Add New
   
2. Set the Initial, recurring, and billing cycle. Most likely the initial and recurring price is the same.
3. Leave Times Billed set to 0 unless the subscription is to end after a set number of payments. Such as a payment plan.
4. Set customer or input a new email address if the customer doesn’t already exist.
5. Select the Product that the subscription is tied to.
6. If no order already exists in your EDD store, keep “Create new payment record” selected and choose the Gateway. If an order does exist, select “Enter existing payment ID” and input the Payment ID.
7. If a transaction ID exists for the initial purchase, input the ID. This field is optional.
8. Input the Date Created, otherwise, today’s date will be used, if left empty.
9. Input the Expiration Date, which should match the expiration/renewal date of the subscription at the merchant processor.
10. Set the Subscription Status.

Recreating a Subscription and Order

This might be used if you need to exchange a product tied to a software license or in the event both the subscription and order needed to be recreated.

1. Navigate to Dashboard → Downloads → Subscriptions → Add New
2. Set price and billing cycle to match the current subscription
3. Times Billed should be 0 if the subscription was set up to run indefinitely.
4. Select the customer. Since the subscription is being recreated, the customer should already exist.
5. Select Download and variable option
6. Leave “Initial Purchase ID” set to “Create new payment record”
7. Use the Profile ID from the existing subscription
8. Use the Transaction ID from the existing subscription
9. Use the Date Created from the original subscription
10. Use the Expiration Date from the original subscription
11. Set the subscription status Active
12. Click “Add Subscription”
13. Once you confirm the newly created subscription and the order is set up as expected, update the Profile ID from the original subscription by setting it to blank or 0. This confirms upcoming renewals will only renew the new subscription in EDD, not the original you are replacing.

Recreating a Subscription for an existing order

In a rare instance, you might have to re-create a subscription for an existing order. Most commonly if the subscription’s price was updated at the payment gateway and you want it to reflect in EDD. Follow all steps to make sure the original subscription is properly handled.

1. Navigate to Dashboard → Downloads → Subscriptions → Add New
2. Set price and billing cycle to match the current subscription
3. Times Billed should be 0 if the subscription was set up to run indefinitely.
4. Select the customer. Since the subscription is being recreated, the customer should already exist.
5. Select Download and variable option.
6. Set “Initial Purchase ID” to Enter existing payment ID” and enter the Order ID.
7. Use the Profile ID from the existing subscription
8. Use the Transaction ID from the existing subscription
9. Use the Date Created from the original subscription
10. Use the Expiration Date from the original subscription
11. Set the subscription status Active
12. Click “Add Subscription”
13. Once you confirm the newly created subscription is set up as expected, update the Profile ID from the original subscription by setting it to blank or 0. This confirms upcoming renewals will only renew the new subscription in EDD, not the original you are replacing.

Manually Migrating Subscriptions

If you have existing Subscriptions in PayPal, Stripe, or another Payment Gateway and want to migrate them over to work with the EDD Recurring Payments extension, follow these steps to make it work.

1. Navigate to Dashboard → Downloads → Subscriptions → Add New.

2. Enter all of the data on the form there until you get to the field titled Profile ID.

3. Each Payment Gateway has a unique ID for each customer’s subscription. To connect the user’s subscription to the gateway, you need to obtain the Profile ID (Subscription ID) and Transaction ID from your Payment Gateway. Find your gateway below and follow the specific steps for that Gateway:

Stripe Subscription ID and Transaction ID:

1. Log into your Stripe Account and navigate to Customers → Subscriptions in the left sidebar.

2. Click on the subscription in question.

3. Copy the subscription ID and paste it into the Profile ID field in your WordPress dashboard (see first steps on this page).

4. Now, we need the Transaction ID. In your Stripe account, click on Payments (or click the customer’s email address in the Subscription details) on the left sidebar. Find the first payment which started the customer’s subscription. Click on it, and scroll down to the Connections section and copy the ID, beginning with “ch_”:

5. Paste the Transaction ID and fill out the rest of the fields and click Add Subscription.

6. If you haven’t already when you initially set up EDD Recurring, set the Stripe Webhook to point to your website so that it can tell Easy Digital Downloads when new recurring payments come in. Follow the guide for setting up Recurring and Stripe webhooks here.

Paypal Subscription / Recurring ID and Transaction ID:

1. Log into your PayPal account and go to the Transaction you want to migrate by going to Activity > All Transactions in the menu at the top.

2. Find the Payment in question and click on the customer name to open.

3. The Transaction ID and Recurring or Subscription ID (Profile ID in EDD) will be listed there. Copy and paste them to the EDD Subscription you are creating.

4. Finally, make sure you set your Paypal IPN to point to your website so that it notifies Easy Digital Downloads when a recurring payment has gone through. This way, a new Payment will be generated in Easy Digital Downloads to match up with the recurring payment in Paypal. You can follow the Paypal IPN Guide to set up your IPN for Easy Digital Downloads.

Creating a Stripe Subscription

There might be an instance where you want to create a new subscription in Stripe. Maybe an error occurred or the customer cancelled inadvertently and you need to re-create the subscription.

Note, if there is an existing subscription in Stripe, Stripe does allow you to change the pricing of the subscription, so you can utilize an existing subscription if you need to make changes. You can add or remove products, add a coupon code to update the pricing or add a trial to extend the renewal date.

1. From your Stripe Dashboard, go to Customer and open the customer in question.

2. From the customer details in Stripe, click the + to create a subscription

3. Add a product. If you need a unique price, any product will work as the price is what matters, the customer does not see what product is added to this subscription. You can also apply a coupon to lower the price for one payment or indefinitely depending how the coupon is configured.

4. Configure Free Trail Days. If you want the subscription to bill today, skip this step. If a payment already exists or you don’t want the amount to bill until a later date, set the “Free trial days”.

When you input a number of days, Stripe will present the “Ends” date, the customer will get charged on this date.

5. Click, Create subscription. Review the summary on the right side, to confirm the amount due today is correct and the “ends” date is correct if you added a trial date.

6. Open the new subscription in Stripe and copy the Subscription ID. Use that when creating or re-creating the subscription in EDD using the instructions in this documentation.

The post Recurring Payments – Manually Create Subscriptions first appeared on Easy Digital Downloads.

Integration List:

The All Access extension for Easy Digital Downloads has special integrations built for other extensions. To see all of those, how they work, and what they do, follow the links here:

EDD Commissions:

Video explanation of How Commissions are calculated by All Access:

When a customer’s All Access period ends, the All Access will split commissions among all deserving Vendors. To enable this, follow these steps:

1. Make sure you have the EDD Commissions extension enabled.

2. Follow the set-up guide for EDD Commissions.

3. Edit your All Access Pass products and make sure the “Enable Commissions” option is checked. Then make sure the Commission “Type” is set to “All Access calculates commissions”. That’s it!

Here’s how it works from there: At the end of a customer’s All Access period, it takes a look at ALL the products that customer chose to download in that period. It will split the money earned from the original All Access Pass purchase between all the Vendors whose products were downloaded by the customer.
Vendors will only earn a percentage of the value of their products to the store. The way it splits the cost between creators is “weighted” based on the “actual” cost of the products they downloaded. For example, if a customer pays $100 for All Access for 30 days and downloads 10 differently-valued photos from 10 different creators, at the end of 30 days it triggers the creation of commissions like this:

1. Find the total “value” of ALL products downloaded by the customer.
It adds up the “actual” price of each downloaded item.

2. Find the percentage, or “weight” each product is worth.
For each downloaded item, it divides the “actual” price by the total value (from step 1 above). This tells us the percentage of the total that each file download is worth.

3. Find the actual value of each product. Using the percentage (from step 2 above), it then splits the $100 that the customer paid for All Access so we know what each product was actually worth in real money.

4. Split the value of the product with the Vendor. Each Vendor will have a commission percentage (which is entered when you/they set up their product and its commission). That commission percentage now comes into play to split the value of their products (from step 3). They will be paid that amount of money.

Note that Vendors will not be paid until the end of a customers All Access period. Therefore, your store will want to make sure to keep commission-payable funds from a customer available until the end of each customers All Access period.

Notes:

Excluded Products: If a product does not have commissions enabled, it will not be included in the calculation at the end of a customer’s All Access Period even if the customer downloaded the product using their All Access Pass.

Upgrades: If your store is using multiple All Access Passes with the ability to upgrade from one to another and you are using EDD Commissions with EDD All Access to generate fair commissions for Vendors in your store, you will want to use the upgrade path system in EDD Software Licensing. This will enable EDD All Access to automatically track which payments were preliminary ones and split up commissions using the total value of all upgraded payments combined – instead of just splitting the value of the final upgraded payment. Using EDD All Access, EDD Commissions, and EDD Software Licensing together in this way will prevent unfair commission splitting for upgraded All Access Passes.

Troubleshooting Tips for All Access + Commissions:
1. Double check that all of your All Access Products have Commissions enabled.
2. Double check that the products downloaded by the customer have commissions enabled.

Commissions FAQ

Am I required to use the “All Access” style of commissions on All Access enabled products? Not at all! You can choose to use normal commission calculations which don’t depend the customer’s download behaviour. These normal commissions are paid out immediately after purchase – just like all other normal commissions in the EDD Commissions extension.

What happens if a customer downloads the same product more than once during an All Access Period? If a product is downloaded by an All Access customer more than once, it will only be calculated as if it were downloaded 1 time. For example, if the customer downloaded a $100 product 3 times, its “weight” is only 100 as opposed to 300.

Is it possible to pay commissions out before a Customer’s All Access Pass expires? No. It isn’t possible to pay commissions earlier than the expiration of an All Access Pass because it isn’t known what the customer has chosen to download yet. They could (in theory) download 400 items on their last day which completely changes the calculation and value of all other products previously downloaded. For example, if you want to pay commissions monthly, you will have to set the All Access period to be monthly as well so that the correct calculation can take place for the correct amount of money paid by the customer.

Are there any filter hooks that make it possible to change the way this calculation works? You can completely override the All Access commissions calculation functions and replace them with your own using the “eddc_commissions_calculated” filter hook in EDD Commissions. Note that doing this would require custom development which isn’t provided by Easy Digital Downloads. However, there is a consultants page if you’d like to hire someone to build a custom commissions calculation for you: https://easydigitaldownloads.com/customize-easy-digital-downloads/.

What happens to the leftover money that isn’t paid out to Vendors?
The store retains it. If you are the store owner, you retain it. Because all money paid to the store goes to the store itself, commissions are paid out of that at a later time. Whatever you don’t pay to your Vendors in Commissions, you keep.

Can my store award commissions on a lifetime All Access Pass? Unfortunately, there is no way to calculate commissions when a pass does not have an expiration date. Due to the way that commissions on passes are calculated, it is required that the pass have an period end, so that all the products downloaded during the pass period can be used to determine what commissions to award.

EDD Content Restriction

If you want to restrict the viewable content of a page or post in WordPress and only want it to be viewable if the customer has an active All Access Pass, you can use EDD All Access with EDD Content Restriction. There aren’t any special settings needed for this.

When you are setting up the restricted content, simply choose an All Access Pass product as the requirement for viewing the product. If the customer’s All Access Pass is expired, they won’t be able to view the restricted content any more. If they repurchase the All Access Pass, they can view the restricted content again. This is perfect for things like video rentals. You can embed a video on the page and restrict the page to only people with active All Access Passes.

Sample Video Rental Configuration using EDD ALL Access:

EDD Recurring Payments:

When creating an All Access Pass product, if you have the EDD Recurring Payments extension, you can set the expiration of the All Access Pass to “Sync with Recurring”. Make sure the All Access Pass has
recurring payments enabled. When the Recurring period is at its end, the All Access Pass expire and then automatically renew when the recurring payments comes in.

EDD Simple Shipping:

Products that are have Shipping enabled through the EDD Simple Shipping extension can not be downloaded for free using an All Access Pass. This is because they are likely physical products and so there isn’t anything to download. Their “Buy Now” buttons will remain as “Buy Now” buttons even if the customer has an All Access Pass.

EDD Software Licensing:

You can sell “Master Licenses” which use a single license for all (or just some) of your licensed products. This is possible because an All Access Product can be license-enabled through Software Licensing. When creating/editing the All Access Product, by enabling “license creation” in the Licensing metabox, the customer will receive a license key when they purchase that All Access Pass.

Any licensed products that are included in the All Access Pass (in the “Access To” option), will accept the All Access License Key. Your customers will only have to purchase the All Access Pass Product and can then use that single license key.

Upgrade Paths in Software Licensing and All Access.
When an All Access Pass is truly/correctly upgraded through the Software Licensing upgrade path system, the start date of the upgraded All Access Pass will match the start date of the initial All Access Pass. The end date will match the settings for the upgraded All Access Pass. To keep your All Access Passes and Licenses expiring at the same time after they are upgraded, it is recommended to set the All Access Pass period to match the period for the license from Software Licensing.

Notes:
Any activations will be tracked on the license itself. At this time you cannot track which specific products have been activated using the All Access License.

EDD Product Updates:

For the EDD Product Updates extension, you can send update emails to purchasers of multiple products. So, for example, if you update “Product A”, you can choose to send the product update email out to purchasers of both “Product A” and to purchasers of “All Access”. This way, everyone who has access to that extension gets the update email.

The post All Access – Extension Integrations first appeared on Easy Digital Downloads.

Please see the extension installation instructions if needed.

2. Settings

The settings for this plugin can be found under Downloads > Settings > Marketing > Reviews

You have the option to Enable the Review Breakdown, which displays a fully formatted element above the reviews section showing how many people have voted for each star.

In the Styles section, you have the option of disabling the CSS that comes with the plugin. The CSS styles certain elements which provide some form of compatibility with your existing theme. (Note: the CSS provided by the plugin does _not_ provide 100% theme compatibility and changes may have to be made). The CSS provided styles the reviews and the review breakdown.

3. Widgets

The plugin comes with three widgets: Featured Review, EDD Reviews, and EDD Per Product Reviews.

3.1 Featured Review

The Featured Review widget allows you to select a review and display it. The widget can be found under Appearance → Widgets.

a. Drag the Featured Review widget to the widget area where you want it to display
b. Select a review from the dropdown list
c. Click the Save Changes button

3.2 EDD Reviews

The EDD Reviews widget allows you display recent reviews that have been made on the site, similar to the WordPress Recent Comments widget. The widget can be found under Appearance → Widgets.

a. Drag the EDD Reviews widget to the widget area where you want it to display
b. Enter the number of reviews you wish to display
c. Click the Save Changes button

3.3 EDD Per Product Reviews

The EDD Per Product Reviews widget allows you to display reviews for a single Download. This widget only displays on the single Download view.

a. Drag the EDD Per Product Reviews widget to the widget area where you want it to display (must be a widget area that displays on single downloads)
b. Enter the number of reviews you wish to display, or leave the field blank to display all
c. Click the Save Changes button

4. Viewing Reviews for a Product

Every review can be seen by navigating to Downloads → Reviews.

Each review can be edited if needed, as well as replied to from this screen.

5. Emails

There are several email options to message the store owner and/or customer under Downloads > Emails.

Review Notification: Email to store owner when a customer submits a review
Reviewer Discount: Provide a customer with a discount code for submitting a review.
Request a Review: Schedule emails to send out, after a successful order, to request a review. (ie Immediately, Next Day, 1 Week, etc)

Email Tag

You can also use the {review_request} tag in the Purchase Receipt.

See the email settings for details on editing emails.

6. Shortcode

The Review plugin has a shortcode that can be used to embed reviews within your theme. The structure of the shortcode is as follows:

[review id="REVIEW_ID"]

The REVIEW_ID should be replaced with the review ID. You can locate the Review ID by navigating to Downloads → Reviews and editing a Review. In the address bar of your browser (where URL appears), you will see the following in the URL: “page=edd-reviews&r=XX” where “XX” is the Review ID.

This will embed a fully formatted element in your post/page displaying the review looking like this:

6. Styling

The Reviews extension has been designed to integrate as much as possible with the default WordPress Comments output, so if your theme has styling applied for comments, reviews will most likely look like your comments do on blog posts. The plugin does come with styling, though, so the Review Title and the Rating render correctly.

The post Reviews – Initial Setup first appeared on Easy Digital Downloads.

Connecting to BitBucket

To connect your Easy Digital Downloads website to your Bitbucket account, you will need to create an APP inside your Bitbucket account and then add the APP Password and your Bitbucket username in the extension’s settings.

To create an app password follow the steps below:

1. From the top right cog wheel icon, select Personal Bitbucket Settings.
2. Select App passwords under Access management.
3. Select Create app password.
4. Give the app password a name that will help you remember what it’s used for.
5. In the Permissions section check the boxes for:
   • Account > Email and Read
   • Workspace Membership > Read
   • Projects > Read
   • Repositories > Read
6. Copy the generated password in a safe place for now. The password is only displayed this one time.

Here is an image of all the required permissions described at step 5 above:

More details on app passwords (including usage and revocation) can be found in the Bitbucket documentation.

Once you have the new app password add it to the Downloads > Settings > Extensions > Git Updater page.

The Username field is your actual Bitbucket username (do not confuse this with the account email). You can easily find it on this page: https://bitbucket.org/account/settings/ under the “Bitbucket profile settings” section.

Connecting to GitHub

To use GitHub, navigate to Downloads > Settings > Extensions > Git Updater. Follow the instructions there to connect to GitHub.

Configuring a Download with the Git Updater

Setting Your Download Files

Once you have connected your website to either GitHub or Bitbucket, you can add files to your Download products.

1. The “Download Files” metabox on the download edit screen will now have a checkbox labeled “Fetch download from a git repository.”

2. After a moment or two, a new set of fields will show up that will allow you to select a repository.

3. Search for the repository name, and then select the tag that you want to use.

Note: The Version Tag used in Git Updater is required to be a native git tag. It does not parse versions from your readme file. To learn more about using the tag feature in git, you can visit this guide.

4. Click “Fetch Now”. When your download has been successfully imported from the git repository, the button will say “Fetched”.

5. You can now edit the file and/or zip name if desired, or leave them as default. Your zip file is ready to go!

When you are ready to release a new version, simply select the tag you wish to use and click fetch. After fetching is complete, update your product.

FAQs & Troubleshooting

How do I exclude or remove files before the zip is generated?

The Git Download Updater uses the ‘export’ feature of Git to build out the file to deliver. You can use the `.gitattributes` file to determine what files you want to ignore during the export. Here is an example of how we use it for EDD Core.

For more details on using git attributes to exclude files, see this tutorial.

Update conflict between free and paid version

There are two different ways to resolve this issue:

1. Change the name and/or slug of the pro version. Because of a nuance with the WordPress update API, WordPress cannot actually distinguish them as separate plugins.
2. Add “wp_override” to the third parameter of the EDD_SL_PLugin_Updater class when it is instantiated, like this:

// set up the updater
$edd_updater = new EDD_SL_Plugin_Updater( EDD_SAMPLE_STORE_URL, __FILE__, array(
		'version'     => '1.0', 				// current version number
		'license'     => $license_key, 		// license key (used get_option above to retrieve from DB)
		'item_id'   => EDD_SAMPLE_ITEM_ID, 	// name of this plugin
		'author'      => 'Easy Digital Downloads',  // author of this plugin,
		'wp_override' => true
	)
);

Note: this requires v1.6.4 of the plugin updater class.

The post Git Download Updater – Setup Documentation first appeared on Easy Digital Downloads.