Home Your Customer's Panel

Your Customer's Panel

Juliana Dias
By Juliana Dias
6 articles

The Registration Flow (v2)

IMPORTANT NOTE: This article refers to WP Ultimo version 2.x. Users can register in different ways to your network. They can use your registration form or a shareable link to a pre-selected plan. Here we will show you how your customers can register on your network using the available paths and what happens after they register on your network. Using the Registration Form: This is the standard registration process. You create a registration page with a checkout form and this will be where your customers will go to register on your network and subscribe to a plan. You can have multiple registration pages, each one with a different registration form if you want. The default page for registration is yourdomain.com/register, but you can change this at any time on WP Ultimo > Settings > Login & Registration > Default Registration Page. After a user get to your registration page (usually clicking on a Sign in or Buy now button), they will se your registration form there. All they have to do is filling all the mandatory fields - email, username, password, etc... - and pay for the plan or confirm their email address if they are registering for a free plan or a paid plan with trial period without payment information. On the "Thank you" page, they will see a message telling them if they need to confirm their email address or if their website is already activated and they can start using it. If an email address confirmation is required, they will need to go to their email inbox and click on the verification link. Their website will not be activated if their email address doesn't get verified. If they have registered on a paid plan or the email verification is not mandatory on your network, they will have their website activated right after the checkout and will be shown a link to sign in to their dashboard. Using a Shareable Link: The process of registering using a shareable link is basically the same as the registration form, the only difference is that using a shareable link, your customers can have a product or website template pre-selected on the checkout form (refer to the section Pre-selecting products and templates via URL parameters) or maybe a coupon code added (refer to the section Using URL Parameters). The registration process will be the same: they will need to fill their name, username, email address, website name and title, etc... but the plan or site template will be already pre-selected for them. Registering Using Manual Payments: If you do not want to use PayPal, Stripe or any other payment gateway offered by WP Ultimo or its add-on integrations, you can use manual payments for your customers. This way, you can generate an invoice for them to pay on your preferred payment processor after they register on your network. The registration process will be exactly the same as above, but on the registration page your customers will see a message stating that they will receive an email with further instructions to complete the payment. And after the registration is completed, they will see the payment instructions that you set (and also receive it on their email). The payment instructions can be changed on WP Ultimo > Settings > Payments after toggling on the Manual payment option: After your customers complete the manual payment and send you the confirmation, you need to manually confirm the payment to activate the customer membership and website. To do this, go to WP Ultimo > Payments and find the customer payment. It should still show a Pending status. Click on the payment number and you will be able to change its status to Completed. After changing its status to Completed, you should see an Activate membershipmessage. Toggle this option on to activate the membership and website associated with this customer. Then, click to Save Payment. Your customer should now be able to access the dashboard and all features that they subscribed to.

Last updated on Oct 16, 2023

Your Client's Account Page (v2)

IMPORTANT NOTE: This article refers to WP Ultimo version 2.x. When customers subscribe to a plan on your network, they get access to a website and its dashboard with important information regarding their payments, memberships, domains, plan limitations, etc... In this tutorial, we will guide you through the customer's account page and you will see what your customers can see and do inside it. The Account Page The account page is accessible by clicking on Account inside your customer's dashboard. After a customer click on it, they will se an overview of their membership, billing address, invoices, domains, site limitations, and will also be able to change the Site Template (if it's allowed in your network). They can also change the membership to another plan, or purchase another package or service that you offer. Let's take a look at each section separately. Your Membership Overview: The first block right below your customers' website name shows an overview of they current plan and services/packages that were purchased with it. The block also shows the membership number, the initial amount paid for it, how much the plan and any service/package costs and how many times they were billed for this membership. They can also see if the membership is Active, Expired or Canceled. Right below this block, your customers can see the About This Site and the Site Limits blocks. These blocks show them all the limitations that comes to their plan: disk space, posts, pages, visits, etc... These limits can be configured on each plan page on WP Ultimo > Products. On the right side of Your Membership, customers can click on Change. This will show them all available plans and packages/services. If they choose another plan, the limitations for the plan will take place instead of the current limitations of the membership - doesn't matter if they are downgrading or upgrading it. Now, if your customers choose to purchase packages or services for this current membership - like more disk space or visits - the current membership will not be changed but only the new packages will be added to it. Note that coupon codes cannot be added on this membership change page. If the customer used a coupon code on the first membership purchase, the code will also apply to this new membership. Updating the Billing Address: On the account page, your customers can also update their billing address. They just need to click on Update next to Billing Address. A new window will appear to your customer. All he need to do is to fill in the new address and click on Save Changes. Changing the Site Template: To allow your customers to change their site templates, you need to go to WP Ultimo > Settings > Sites and toggle on the option Allow Template Switching. Also, on WP Ultimo > Products, select your plans and go to the Site Templates tab. Make sure the option Allow Site Templates is toggled on and on Site Template Selection Mode, the option Choose Available Site Templates is selected. You will be able to see all the available site templates on your website. Choose which ones you want to make available and which ones you want to not be available to your customers subscribed under this plan. Note that this options also affects the checkout form, so any template that is chosen as Not Available will not appear on the registration page for this plan. Now your customers can click on Change Site Template inside their account page. A list of all available Site Templates for this plan will appear to your customer. After selecting the one they want to change to, they will be asked to confirm the change. After toggling on the confirmation and clicking to Process Switch, the new site template will be used on your customer's website. Adding Custom Domains: Your customers will also have the option to add a custom domain for this plan on their account page. To allow your customers to use custom domains, go to WP Ultimo > Settings > Domain Mapping. Toggle on the option Enable Domain Mapping. This will allow your customers to use custom domains on a network level. Don't forget to also check if the domain mapping is enabled on a product basis - because you can limit a product to not allow your customers to use custom domains. Go to WP Ultimo > Products. Select the plan of your choice and go to the Custom Domains tab. Toggle on the option Allow Custom Domains. This will allow all customers subscribed to this specific plan to use custom domains. Now, on the Account page, your customers can add a custom domain by clicking on Add Domain. The first window that opens will show your customers a message instructing them on how to update their DNS records in order to make this custom domain work on your network. This message can be edited (by you) on WP Ultimo > Settings > Domain Mapping > Add New Domain Instructions. After clicking Next Step, your customers can add their custom domain name and choose if this custom domain will be the primary one. Note that your customers can use more than one custom domain for their websites, so they can choose which one will be the primary one. After clicking on Add Domain, the domain will be added to your customer's account. All they need to do now is changing the DNS records of this custom domain on their domain registrar. Changing Password: Inside the account dashboard, your customers can also change their password by clicking on Change Password. This will show a new window where your customers will need to fill their current password and then fill the new password they want to use. Danger Zone: We also have two options that are shown on the Danger Zone part: Delete Site and Delete Account. They are both on the Danger Zone part because these two actions are irreversible. If your customers delete their website or their account, they cannot recover them back. If your customers click on any of these two options, they will be shown a window where they will need to toggle on the option to remove the website or account and they will be warned that this action cannot be undone. If they delete their website, their account and membership will still be untouched. They will just lose all the content on their website. If they delete their account, all websites, memberships and information regarding this account will be lost.

Last updated on Oct 16, 2023

Upgrading a Plan (v2)

IMPORTANT NOTE: This article refers to WP Ultimo version 2.x. Your customers are able to upgrade their plans at any time. They can either upgrade to another plan or purchase any additional services or packages that you offer on your network. In this tutorial we will cover how they can upgrade their plan and what happens after the upgrade process. To upgrade their plan, your customers should access their dashboard and go to the Account page. On the Account page, they will be shown their current membership and the plan associated with it. To upgrade to another plan, they must click on Change on the top-right corner of Your Membership section. They will be redirected to a checkout form where all the available plans will be displayed. They will also be able to see the services and packages available for their current plan, in case they just want to purchase a specific service or package (like unlimited visits or disk space in our example here), and not upgrade the plan. After they choose the product they want to purchase, they will see how much they will need to pay right now - excluding any existing credit - and how much they will be charged on the next billing date. Usually, if the product is another plan and the payment is going to be made between a membership charge, they will receive a credit for the amount paid on the first plan. If they select a plan or package that will not change anything from the current subscription, they will see a message explaining that. After the checkout is completed, the new product(s) will be added to your customers' account and all the limits or features of the new product(s) will be instantly added to it: visits, disk space, posts, etc... Upgrade and Downgrade Paths On each of your products, you'll have an Up & Downgrades tab. The first option on that tab is a field called Plan Group. Plan groups is what allows you to let WP Ultimo know that certain plans belong to the same "family", and therefore should be used to construct upgrade/downgrade path options. For example, you have a Free plan, a Basic Plan and a Premium Plan available. You want users subscribed under the Free Plan to be able to upgrade only to the Premium Plan and you do not want them to see the "Basic Plan" as an upgrade option. All you need to do is assign the same plan group name for both Free and Premium plans as shown in the screenshots below. What this should do is tell WP Ultimo that there is a "family" of plans in the network called High End. When offering upgrades or downgrades, only plans from the same family will be presented as an option for the user.

Last updated on Oct 16, 2023

Downgrading a plan (v2)

IMPORTANT NOTE: This article refers to WP Ultimo version 2.x. Downgrading a plan or subscription is a common action your clients might do if they have a limited budget or they decided that they won't need many resources to run their subsite. How to downgrade a plan Your clients can downgrade their plan anytime by logging in to their subsite admin dashboard and clicking Change under their account page. Upon clicking the Change button, the user/client will be redirected to the checkout page where they can select the plan they want to change their subscription to. In this example, we are downgrading the plan from Premium to Free. To proceed the user just need to click the Complete Checkout button. It will then bring them back to the account page showing a message about the pending change for the membership. The changes will take effect on the customer's next billing cycle. What happens when a user downgrades their plan It is important to note that downgrading the plan does not alter the existing configuration in the user's subsite. It does not automatically change the site template since changing the site template will completely erase and reset the subsite. This is to avoid unnecessary data loss. So disk space, themes, plugins etc will be intact except for the posts. We understand that your main concern would be the limits and quotas you set under each plan but we have to consider the damage it would do to the user's subsite should we delete or change any of its configurations. For the posts exceeding the limit set on the plan, you have 3 different options: Keep the posts as it*,* Move the posts to trash*,* or Move the posts to draft*.* You can configure this under WP Ultimo settings. What happens to the payment In version 2.0, it no longer requires any adjustments on the payment in terms of proration. This is because the system will wait for the existing membership to complete its billing cycle before the new plan/membership will take effect. The new billing amount for the new membership will automatically be applied and charged on the next billing cycle.

Last updated on Oct 16, 2023