Advice on Plugin Combinations

Hello Support,

We have a particular project we were hoping to get advice on as to which of your plugins would help us achieve what we are wanting. the details of the project are:

1. We currently have a website - http://www.thezuu.com.au and need to build two identical
corresponding UK and USA websites that will mirror the Australian site mentioned.

2. The only reason our client wants different sites is to redirect at the payment stage of the course booking/shop purchase to the appropriate .au/.com/co.uk and connect to the individual payment gateways set up.

3. Aside from this, they would like an automated membership option that restricts access to members automatically when their payments have lapsed.

Can you please advise on your thoughts on the best way to approach this and if a multi-site would be most suitable option? We would also appreciate any advice you have regarding the best multi-currency plugins or how this would work with the separate pyament gateways etc for each country.

Many thanks,

Dan

  • Predrag Dubajic

    Hey Dan,

    Hope all is well :slight_smile:

    Multisite might be a good approach here if your sites will only have different languages and payment methods, this way you will have everything under one roof.

    If you're looking to have separate domains that end up with .au/.com/co.uk you will need to map those domains to your subsites, you can use Domain Mapping plugin for that.

    Membership 2 would be a best solution for handling memberships on your site, it allows setting up multiple memberships, it has permanent, finit and recurring payment options so with recurring payment they can have access as long as they are subscribed, if they cancel their payments they will lose access to protected content.

    M2 doesn't support multiple currencies on one site but with multisite installation each subsite has its own settings where you can select different currency to be used.

    Hope this helps.

    Best regards,
    Predrag

  • Dan

    Thanks agin for your help on this.

    Just had one last quick question re the Membership 2 plugin. Our client has asked if it can cover the following:

    - Have individual usernames & passwords for each affiliate.
    - Allows affiliates access to private 'Affiliates Resource' pages.
    - Allow affiliates to update their profile/contact/payment details themselves through their login.
    - Be able to process & store membership payments through this plugin.
    - Allow administration to block affiliate's access when payments have not been received or they cancel their membership.
    - Allow administration to export all members details for the purpose of email marketing, reporting, etc.
    - Administration will need to evaluate and approve all affiliates before they can have access.

  • Predrag Dubajic

    Hi Dan,

    Could you please elaborate this a bit more, are these questions about our Affiliates plugin?

    - Have individual usernames & passwords for each affiliate.

    With Affiliates plugin each user will be separate affiliate so they will have their individual username and password.

    - Allows affiliates access to private 'Affiliates Resource' pages.

    If this is a custom page you can create new membership in M2 for it and protect it so only users that you want to be affiliates and have that membership can access it.

    - Allow affiliates to update their profile/contact/payment details themselves through their login.

    With Affiliates plugin user will be able to enable referral links and add their PayPal account from there, other profile options are still done from their regular account.

    - Be able to process & store membership payments through this plugin.

    I'm not sure that I understand this question, payment details are stored inside Membership plugin but payments are of course done via payment gateway you use.

    - Allow administration to export all members details for the purpose of email marketing, reporting, etc.

    M2 currently only offers JSON export that could be used to import details to another installation with M2 plugin.
    Since all users are saved as regular WP accounts you should be able to use any CSV exporter to export user data.

    - Administration will need to evaluate and approve all affiliates before they can have access.

    Affiliates plugin does have option to allow payout only for approved users.
    You can also create affiliate membership in M2 as mentioned above, but make it private so when you approve affiliate from Affiliates plugin you can assign them this custom membership.

    Hope this helps :slight_smile:

    Best regards,
    Predrag

  • Adam Czajczyk

    Hello Dan,

    Thank you for this explanation.

    In general, Membership 2 Pro would cover this requirements, with just a couple of exceptions.

    - Have individual usernames & passwords for each affiliate.

    Yes, that's a basic WordPress feature. The plugin is using native WP user accounts and each user on WordPress has his/her own username and password.

    - Allows affiliates access to private 'Affiliates Resource' pages.

    Yes, the Membership 2 Pro plugin lets you set quite complex "Protection Rules" so you might set as many "Affiliate Resources" pages, posts (or even make only parts of post/page content available to "affiliates") as you wish.

    - Allow affiliates to update their profile/contact/payment details themselves through their login.

    The plugin doesn't "create user profile" so there are two options here: either stick to default WP user profiles (and your "affiliates" will be able to update them as on any regular WP-based site) or enhance profiles with BuddyPress (e.g. to add some custom profile fields). In both cases - yes, they'll be able to edit/update them.

    If it comes to payment details though. The solution is to either cancel subscription and re-subscribe using different payment method/details or to update payment details on payment gateway side. For example: if a user pays with PayPal using his/her PayPal account and needs to change some payee information for payment gateway - he/she can do this by logging to his/her PayPal account and updating data there.

    If a user paid using a credit card (e.g. via PayPal or Stripe Gateway) it might be necessary to cancel subscription and subscribe once again in order to use different credit card for future recurring payments.

    - Be able to process & store membership payments through this plugin.

    Yes, plugin has built-in payment gateways' integrations and will process payments automatically. To be exact: it will pass all the necessary data to payment gateway whenever it's necessary, gateway will process them and respond back to the plugin which in turn will process that response. As a result it will assign/enable/disable membership (which in turn means granting access to protected "affiliate resources").

    Allow administration to block affiliate's access when payments have not been received or they cancel their membership.

    Plugin would handle that automatically (see above) but it can also be handled "manually" by administration staff.

    Allow administration to export all members details for the purpose of email marketing, reporting, etc.

    To quote my colleague Predrag: "M2 currently only offers JSON export that could be used to import details to another installation with M2 plugin.
    Since all users are saved as regular WP accounts you should be able to use any CSV exporter to export user data." :slight_smile:

    - Administration will need to evaluate and approve all affiliates before they can have access.

    There's no "approve" option and any payment gateway is configured, once the payment is made user is automatically granted selected membership. However, there's a simple workaround that would let you process payments automatically but at the same time "manually" approve members (you'll need to enable built-in "Multiple Memberships" add-on for this):

    1. Create a membership (let me call it e.g. "Entry"), setup price and payment options etc, make sure that it's set as "public".
    2. Do not give access to protected pages ("affiliate resources") to this membership
    3. Create additional membership (let me call it e.g. "Affiliate"), set it as free one but make sure that it's NOT set to "public"
    4. This second membership should be the one that gives access to "affiliate resources".

    What would happen next would be that:

    1. User visits a page and is offered an option to sign up for a membership; the only choice is an "Entry" membership
    2. User signs up for "Entry" membership, payment is processed and membership is given; however this membership doesn't give any access to the "affiliate resources"
    3. Admin sees a new member of "Entry" membership and if that member is approved as an "affiliate", admin manually assigns the "Affiliate" membership to him/her.

    The only downside of this option would be that "cancel/failed payment automation" wouldn't work as the membership that would be disabled/removed would be the "Entry" one, thus leaving the user with an access to "Affiliate resources". In such case admin would need to withdraw the "Affiliate" membership from user manually.

    However, the Membership 2 Pro plugin does include an API (documented in plugin on "Membership 2 -> Help -> API Docs" and that could be used to automate that as well. With a bit of custom coding you could create a solution where if "Entry" membership is cancelled (because user cancelled it or payment failed etc) the "Affiliate" membership is withdrawn automatically too.

    That'd require some custom coding but it's doable. In case you needed this to be custom developed for you you might want to ask a question on our "Jobs & Pros" job board (please note: no WPMU DEV staff involved!) here:

    https://premium.wpmudev.org/wordpress-development/

    Best regards,
    Adam

  • Dan

    Hi Adam,

    Thanks for your reply.

    Regarding updating affiliate's payment details if paying by credit card - you mentioned that it might be necessary for the subscription to be cancelled and re-subscribed? Would this be the case for both members and administrators trying to update member profile/details? Or will administrators still have full access to update payment details at any time without cancelling the subscription?

    Exporting/Reporting - With regards to exporting the WP user accounts as a CSV, would this export the enhanced BuddyPress profile details as well, or only the standard WP Account details? CSV reports will work fine, as we can then create reports/charts we need within excel. But would be great to be able to export all member's details as listed under their profile.

    Affiliate's Profiles/WC Store Locator - There is the map/search function on the current website to find affiliates in a specific area and we manage this through the WC Store Locator plugin (https://codecanyon.net/item/store-locator-plugin-for-wordpress/15672329) manually adding the affiliates to the locator and updating these details when they send them to us. Is there anyway possible to link the locator to the affiliate's WP/BuddyPress account? i.e. as part of their profile set up, there is a "Store Details" section and this adds them to the store locator? Also allowing them to update the details at a later date should the business name/location change?

    Thanks

    Dan

  • Lindeni Mahlalela

    Hello Dan,

    I hope you are doing great today.

    Regarding updating Member's payment details. Only member can change their payment details, usually this is on the Payment gateway and so only the "Affiliate" will have access to their own payment details. The administrator can only change an affiliate/member's profile with options to update contact and personal details. In the "Billing" section, administrator will only see the transaction details to see which members' invoices have been paid or not. Administrator can cancel the affiliate/member's membership or subscribe the affiliate by adding him/her on the plugin as a member but will not be able to use member's credit card as this is usually managed on the Payment gateway by the user (affiliate).

    With regards to exporting, you can export all user details using a couple of plugins like Export User Data which will export all user data including the BuddyPress profile data.

    With regards to the Store Locator, I am afraid the WC Store Locator plugin was built for the same brand with different branches/stores in multiple locations and so this plugin will not integrate well with user profiles. This may require some custom coding for the integration, unfortunately we do not have a copy of this plugin as it is a paid plugin.

    I hope this helps, please let us know if we have missed or understood anything.

    I hope you enjoy your day further.

    Cheers,
    Mahlamusa

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