SSL - Testing The Purchase Process. How To Make Test Purchases in Order to Understand the Purchase Process

Transcription

1 SSL - Testing The Purchase Process How To Make Test Purchases in Order to Understand the Purchase Process Updated: January 6, 2018

2 Table of Contents Table of Contents Overview... 1 Setting Up Testing Mode... 2 Go to SSL > Products and Activate "Testing" Mode... 2 Confirm you want to change to Testing Mode... 3 The Product Mode changes from "Live" (green) to "Testing" (orange)... 3 Editing Your Product Settings... 4 Go to SSL > Products to be able to Edit the Product Settings... 4 Check Your SSL Product Settings... 5 Check Your SSL Product Settings (continued)... 6 Making a Test Purchase for Pennies... 7 Step 1: Click the Product URL Buy Link to Start Your Test Purchase... 7 Step 2: Enter Name and Valid Step 3: Choose How to Pay... 9 This Example Uses Paypal Step 4: Log in to Paypal Step 5: Complete the Payment Step 6: Fill in a VALID Domain Access Information, plus Contact Info Completed Form RESULT: A Green SSL Order "Success" Message Shows For a Few Seconds The Buyer is Automatically Redirected to the Product "Redirect URL" Reminder of Where the Redirect URL is Defined Understanding the S Triggered by a Sale A Brief Overview of the Purchase Process s... 17

3 Table of Contents The New Signature Setting The Generic, Default Signature is Used Until You Create Your Own s to BUYER - with Generic Signature #1 to BUYER - Order Confirmation - Using the Generic DEFAULT Signature #2 to BUYER - SSL is Being Installed - Using the Generic DEFAULT Signature #3 to BUYER - SSL Activated to SELLER - "You Made a Sale" Notification You Can Create Your Own Custom Signature Where to Find the New Signature Field If the Signature Field is Not Showing, Press Ctrl+Shift+R to Reload the Page Important TIPS to Remember When Editing the Signature Field How to Create Your Own Custom Signature EXAMPLE Custom Signature for Seller "John Smith" s to BUYER, Using John Smith's Example Custom Signature #1 to BUYER - With Seller's Custom Signature #2 to Buyer - with Seller's Custom Signature #3 to Buyer to SELLER (John Smith) - Sale Notification to Seller TEXT Message to SELLER - "You Got Money" EXAMPLE Sale Notification Text Messages How to Make Sure You Receive the Sales Notification Text Messages Text Message Fees - $0.01 per Text Message... Error! Bookmark not defined. Always Reset Product Mode to LIVE How to Reset Product Mode to LIVE Confirm You Want to Set Product Mode to LIVE Live Mode is Activated The Test Mode Field on the SSL Product Page Always Shows the Current Product Mode... 32

4 Table of Contents Tracking Your Sales How to Display the Total Number of Sales You Have Made # of TESTING Sales is Displayed # of LIVE Sales is Displayed Other Information You Have Access to SSL Domains Shows "Active" (Live) vs "Testing" SSL Purchases Client Details (including Update Credit Card) Client Transactions Shows Details About Each Transaction Refunding Any Paid Transaction Select "Refund" from the "Action" Dropdown Next to a "Paid" Transaction.. 37 Specify the Amount You Want to Refund (Up to the Total Amount Paid) Click "OK" to Confirm You Want to Process the Refund The Green "Success" Message Confirms That the Refund Was Successful After the Payment is Refunded, the "Action" Option Changes to "Refund Detail" Refund Detail - Shows that the Full Amount Was Refunded Conclusion... 42

5 Overview SSL - Testing The Purchase Process How To Make Test Purchases in Order to Understand the Purchase Process Overview When someone purchases SSL through your WPGateway product link, they receive a series of s about their purchase and where their domain is in the process of having the SSL certificate installed. We have provided a process that allows YOU to create a TEST purchase that costs only pennies, does not actually order or install the SSL certificate, but still verifies that the payment process is working properly. You ll also receive sample s so you can see what is being sent to your buyers. We have also created a way for you to be able to personalize the s to your buyers, so, although the wording in the first part of the may be fixed, the bottom part of the (with your closing salutation and signature, and anything else you want to include) can be edited. You may want to read this article from Entrepreneur to decide which sign-off salutation you want to use. Page 1

6 Setting Up Testing Mode Setting Up Testing Mode Go to SSL > Products and Activate "Testing" Mode When your product is set to Testing mode, any purchase made through your link will cost pennies and will only trigger sample s. This mode is designed for YOU to be able to TEST the process in order to understand the order process that your customers will experience, and so you can receive samples of the s they receive. So ALWAYS be sure to change the mode back to Live as soon as you have completed your test purchase! Otherwise, if you forget and leave Test mode active, you will start losing any real sales that come in through your link.the customer would only be charged pennies, and would not receive the SSL for their site. Page 2

7 Setting Up Testing Mode Confirm you want to change to Testing Mode The Product Mode changes from "Live" (green) to "Testing" (orange). Page 3

8 Editing Your Product Settings Editing Your Product Settings Go to SSL > Products to be able to Edit the Product Settings Page 4

9 Editing Your Product Settings Check Your SSL Product Settings Page 5

10 Editing Your Product Settings Check Your SSL Product Settings (continued) Page 6

11 Making a Test Purchase for Pennies Making a Test Purchase for Pennies When you change the Product Mode to Testing, the test purchase price is automatically changed to pennies -- without ever changing your real price setting. This means that you can easily and affordably make as many test purchases as you want. Since you are paying only pennies per test purchase, it does not include a real SSL purchase or installation. But it does allow you to experience the entire purchase process as though you are a real client. It also means that you are able to see the content of the s sent to your buyers so that you can personalize those s more effectively using the new custom signature field. When you have finished your testing, all you need to do is to change the Product Mode back to Live, and the next purchase made will be at full price (and will also trigger the SSL installation process). Step 1: Click the Product URL Buy Link to Start Your Test Purchase Page 7

12 Making a Test Purchase for Pennies Step 2: Enter Name and Valid Page 8

13 Making a Test Purchase for Pennies Step 3: Choose How to Pay Page 9

14 Making a Test Purchase for Pennies This Example Uses PayPal Page 10

15 Making a Test Purchase for Pennies Step 4: Log in to PayPal If you are doing a test purchase with PayPal, you will need to log in to an account that is not already linked to this product. You cannot pay with the same PayPal account that is also the account receiving the payment. Page 11

16 Making a Test Purchase for Pennies Step 5: Complete the Payment After the payment is successfully processed, you will be redirected to a form which needs VALID cpanel or hosting login details. Page 12

17 Making a Test Purchase for Pennies Step 6: Fill in a VALID Domain Access Information, plus Contact Info Page 13

18 Making a Test Purchase for Pennies Completed Form Page 14

19 Making a Test Purchase for Pennies RESULT: A Green SSL Order "Success" Message Shows For a Few Seconds RESULT: A Green SSL Installation Order "Success" Message appears for a few seconds - before you are automatically redirected to the Thank-You page. Page 15

20 Making a Test Purchase for Pennies The Buyer is Automatically Redirected to the Product "Redirect URL" This simple thank-you page was the Redirect URL that I specified when I configured my SSL Product. This page is already included in your SSL Biz-in-a-Box niche website. You can always start with this one, and then create a different page later on if you want to do something different with your redirect URL. Page 16

21 Reminder of Where the Redirect URL is Defined SSL - Testing The Purchase Process Understanding the S Triggered by a Sale Understanding the S Triggered by a Sale A Brief Overview of the Purchase Process s When a sale is made, both the seller (you) and the buyer receive an about the sale. The seller receives a sale notification, and the buyer receives an order confirmation. The buyer also receives a second stating that the SSL installation is in process. And when the SSL is successfully installed and activated, the buyer receives the third letting them know. The New Signature Setting A new feature has been added that allows YOU to completely customize the bottom section of the s sent to your buyers about their SSL purchase. This opens up a world of possibilities to you: add your own personal touch to the s, sign them the way you normally do, include a P.S. if you want. You can even change it regularly if you wish. Until you create your own custom signature, a simple, generic signature is used for your s to your buyers. Page 17

22 The New Signature Setting The Generic, Default Signature is Used Until You Create Your Own The DEFAULT signature is a generic signature that is used when you have not yet created your own personalized signature. This will be used on the s that are sent in your name to your buyers. Page 18

23 s to BUYER - with Generic Signature SSL - Testing The Purchase Process The New Signature Setting #1 to BUYER - Order Confirmation - Using the Generic DEFAULT Signature This is how the Order Confirmation will look when the Seller (in this example, John Smith) has not yet created his own personalized signature. Page 19

24 The New Signature Setting #2 to BUYER - SSL is Being Installed - Using the Generic DEFAULT Signature This is how the "Your SSL Certificate is Being Installed" will look when the Seller (in this example, John Smith) has not yet created his own personalized signature. #3 to BUYER - SSL Activated Page 20

25 to SELLER - "You Made a Sale" Notification SSL - Testing The Purchase Process You Can Create Your Own Custom Signature You Can Create Your Own Custom Signature You now have the ability to personalize the s to your buyers by creating your own custom signature. This custom signature field gives you the freedom to define the entire bottom section of the to your buyers. This is a very powerful tool and one that you will want to take advantage of. As soon as you save any content in your Signature field, the program will no longer use the default signature for your s. Remember, the P.S. is one of the most important parts of any , so be sure to include a P.S. as well. Page 21

26 Where to Find the New Signature Field SSL - Testing The Purchase Process You Can Create Your Own Custom Signature If the Signature Field is Not Showing, Press Ctrl+Shift+R to Reload the Page If the Signature field does not display on your My Account page, it means that your computer is looking at a copy of that page which is stored on your local computer. All you need to do is to force your computer to RELOAD the page. Hold down the Ctrl key and the Shift key as you press the R key on your keyboard. This should force your computer to reload the page, causing the new Signature field to display on your My Account page. Page 22

27 You Can Create Your Own Custom Signature Important TIPS to Remember When Editing the Signature Field Tips to remember when you are editing this field: 1. Use the default font family and font size so it matches with the rest of the You can use bold or italics or colors, but don't change font family or font size. 3. If you want to force a line wrap without the gap (like this example), hold down the SHIFT key while you press the ENTER key. 4. Feel free to change this whenever you want. It is dynamic, so any new SSL sale you make will get your new signature field contents. Update Profile to SAVE changes! 5. Keep your lines short enough so they fit with the rest of the (the part that you cannot adjust)... learn the SHIFT+ENTER to force the line to wrap within the same paragraph. 6. TEST THE RESULT! Make a purchase in testing mode and check the result. 7. Fix the if you need to make changes. Test again until you like the results. 8. CHANGE BACK TO LIVE MODE as soon as you are happy with the results. Page 23

28 How to Create Your Own Custom Signature How to Create Your Own Custom Signature EXAMPLE Custom Signature for Seller "John Smith" Go to Account > My Account to create your own Custom Signature that will be used on s that come from You to Your Buyer. Page 24

29 How to Create Your Own Custom Signature s to BUYER, Using John Smith's Example Custom Signature #1 to BUYER - With Seller's Custom Signature Page 25

30 #2 to Buyer - with Seller's Custom Signature SSL - Testing The Purchase Process How to Create Your Own Custom Signature #3 to Buyer Page 26

31 How to Create Your Own Custom Signature to SELLER (John Smith) - Sale Notification to Seller NOTE: Since this was an actual test purchase, the reflects the actual price paid. Of course, with a real sale, the amount paid will be the regular price you are charging for the SSL. Page 27

32 TEXT Message to SELLER - "You Got Money" TEXT Message to SELLER - "You Got Money" If you have added your Mobile phone number to your My Account page, you can get an immediate TEXT message notification every time you make a sale. EXAMPLE Sale Notification Text Messages These are the REAL sales notification text messages received during the testing process. Page 28

33 TEXT Message to SELLER - "You Got Money" How to Make Sure You Receive the Sales Notification Text Messages Small text message fee may apply. Page 29

34 Always Reset Product Mode to LIVE Always Reset Product Mode to LIVE Always reset the Product Mode to LIVE as soon as you have finished testing. How to Reset Product Mode to LIVE As soon as you have finished your testing, go to SSL > Products and change the Product Mode back to LIVE so your next sale will be at full price for a real customer. Page 30

35 Always Reset Product Mode to LIVE Confirm You Want to Set Product Mode to LIVE Live Mode is Activated Page 31

36 Always Reset Product Mode to LIVE The Test Mode Field on the SSL Product Page Always Shows the Current Product Mode Page 32

37 Tracking Your Sales Tracking Your Sales How to Display the Total Number of Sales You Have Made Go to SSL > Products to display the total number of sales you have made. The number of sales shown is specific to the current Product Mode setting. When the Product Mode is set to Testing, the Total Sales column will display the number of Testing sales you have made. When the Product Mode is set to Live, the Total Sales column will display the number of Live sales you have made. # of TESTING Sales is Displayed Page 33

38 Tracking Your Sales # of LIVE Sales is Displayed Page 34

39 Other Information You Have Access to SSL - Testing The Purchase Process Other Information You Have Access to SSL Domains Shows "Active" (Live) vs "Testing" SSL Purchases Go to SSL > SSL Domains to display all of the domains. You will see the status of each domain displayed in the Status column, either Active or Testing. Client Details (including Update Credit Card) Page 35

40 Other Information You Have Access to Client Transactions Shows Details About Each Transaction Go to SSL > Client Transactions for information about all of your transactions (testing and real transactions). Click the +/- (Plus/Minus) toggle to expand or contract the details section for that transaction. If you are using the split payment option so that the user pays a partial amount up front and the balance when the SSL is installed, you will see TWO amounts listed per client transaction. Since this example is for a Test transaction, the second amount (which is the balance due) will never actually be charged, because SSL is never actually installed. Page 36

41 Refunding Any Paid Transaction Refunding Any Paid Transaction Select "Refund" from the "Action" Dropdown Next to a "Paid" Transaction Go to SSL > Client Transactions for all your transactions. Locate the Domain Name that you are wanting to do the refund for. 1. Click the +(PLUS) icon in the first column to expand the section to show the transaction details. 2. Find the Paid transaction you want to refund, then click the Action dropdown. 3. Click Refund to begin the refund process for that transaction. Page 37

42 Refunding Any Paid Transaction Specify the Amount You Want to Refund (Up to the Total Amount Paid) Page 38

43 Click "OK" to Confirm You Want to Process the Refund. SSL - Testing The Purchase Process Refunding Any Paid Transaction Page 39

44 Refunding Any Paid Transaction The Green "Success" Message Confirms That the Refund Was Successful Page 40

45 Refunding Any Paid Transaction After the Payment is Refunded, the "Action" Option Changes to "Refund Detail" Page 41

46 Refund Detail - Shows that the Full Amount Was Refunded Conclusion Conclusion Use the Testing mode to get familiar with the purchase process. This will help you interact more effectively with your clients. You can use your understanding of the process to customize your order page, s, thank-you page, your signature, or any other way you interact with your customer. You can even create additional pages for your website that explain the process and what your client will need to have available when they place their order (such as the cpanel or hosting credentials for the domain). REMEMBER: After you have finished your testing, always, always, ALWAYS change the Product Mode back to ACTIVE so your order process is fully functional again, and any new orders you receive will be at full price and will actually get SSL installed on their site. Page 42