The first thing you need to do before you start the setting up process is to download the SubscriptionBoss plugin and check that it installs properly onto your WordPress site. Installation Prerequisites The need the following software on the web server where you intend to install the plugin: PHP 5.0.3 minimum – if required see […]
Step 2 – Configure PayPal Settings
Step 2.1 – Login to your PayPal account PayPal supplies three types of accounts – Personal, Premier and Business. The plugin cannot work with personal accounts so you may need to upgrade to a premier or business account. To check this, after logging in, go to My Account tab. The type of your account is […]
Step 3 – Configure Infusionsoft Settings
3.1 – Open two browser windows and a plain text editor Open a browser window, and in it go to your WordPress site, log in and go to the SubscriptionBoss plugin settings page by clicking the settings link in the SubscriptionBoss section on the left side of the dashboard. Open another browser window and log […]
Step 4 – Create Infusionsoft Order Success Actions
4.1 – Create an Action Set for Your Order At its simplest this is exactly the same action set you would have called have the buyer paid by credit credit rather than PayPal Typically the action set will contain some of the following steps: Add a tag that identifies the contact as a customer Remove […]
Step 5 – Configure The Payment Profile In SubscriptionBoss
5.1 – Subscription Boss Payment Set Up Log into your WordPress admin, and go to the SubscriptionBoss menu on the left. Click on the Subscriptions menu option then click the “Add New” button. The “subscription” can entail either: Product With Single Payment Product Plan (an initial charge following by a fixed number of equal payments) […]
Step 6 – Putting It All Together
Step 6.1 – Buying the Subscription Publish a page with some sales copy for the subscription and then place a Buy Now button on the page using a shortcode [subb-button subscription=”Id”] where the Id is the subscription id you defined back at the start of in Step 5. View the page and click on the […]