How to Create Crowdfunding Products

How to Create ID Commerce Products

  1. Navigate to the IDC » IDC settings menu and look for the Product Settings boxType the level name and price into the input fields. If you have Virtual Currency (credits) enabled on your site, an additional field for Credits will be present below the Product Price field. In the case of credits, the number entered will be the number of credits granted with level purchase.

    If you wish to create a free product, enter 0 or leave the price field blank. Decimals are also accepted.If you wish to create a single donation/Pay-What-You-Want (PWYW) product, you can set a minimum price of $1 in order to capture at least a $1 donation.
  2. Transaction Type
    • Immediate capture and recurring payments use the Order transaction type. To create a standard or Immediate crowdfunding product where all funds are captured regardless of whether the project meets its goal or not, set the transaction type to Order.
    • All-or-Nothing / 100% threshold payments use the Pre-order transaction type. To create a crowdfunding product where all funds are only captured when the project meets its goal, set the transaction type to Pre-Order.
  3. Licensing:
    • For non-subscription products, leave the Licence Type as Standard.
    • To create a lifetime / non-renewable membership, select Lifetime as the license type.
    • To create a recurring membership level, select and choose your recurring level from the drop down (WeeklyMonthly, or Annual).
    • For further settings of recurring memberships, please see the instructions for Managing Subscriptions.
    • When a product is still within the time frame allowed or is a lifetime product, the transaction (IDC » Orders) will show an Order Status of ACTIVE. If the product has a limited timeframe and has exceeded that limit, the Order Status on the transaction will show CANCELLED
  4. Enabled Renewals allows a supporter to repurchase a product that has a set time limit (i.e. a yearly license, a recurring payment with a 3-payment limit, etc.)
  5. Enabling Multiples allows a supporter to purchase a product / reward level more than once including associated upgrades.
  6. Create Checkout Page allows a unique checkout page to be created for commerce products unassociated with a crowdfunding project (i.e. digital product, membership fee, etc.).  A checkout page in draft status will be automatically created, shortcode included. The edit link should appear at the top of the screen, or you can find it via the Pages menu.

    For regular crowdfunding projects that use the default purchase page as set in IgnitionDeck » Project Settings, the Create Checkout Page should remain unchecked.
  7. Custom Email allows a unique email template to be created under IDC » Email. This email is sent out automatically to the customer upon completion of their transaction and is typically only used for non-crowdfunding products.
  8. Once you’ve entered the appropriate settings, click Create to create your level.

Product Status

The Product Settings have an option for the Product Status.  There are 3 statuses available: Active, Archived, and Disabled.

Active products will be products that are currently in use on live projects and/or projects with pending pre-authorization payments.

Once a project has been completed (closed and any outstanding payments captured), you can set the product to  Archived.  This removes the product from the list tidying up your Download settings, and other menus that include products.  This method maintains the history of the product and associated transactions but permits you to clean up the admin menus.

The  Disabled product status can be used to temporarily or permanently prevent the purchase of a product from your site.  This may be for a subscription product to your site, a download product, or other content you may offer.  Disabling the product prevents any purchase of the product (i.e. if a user had bookmarked the purchase page for later) once the product has been marked disabled while maintaining the purchase history.  A disabled product can be reactivated by the admin if desired.  Setting a product to disabled also removes the product from the list tidying up your Download settings, and other menus that include products while still maintaining the history of the product and associated transactions.

To view Archived or Disabled products again, click on the Show All link in the Product Settings.  Active products are shown by default.

ID Commerce products work just like any standard membership level would. They control access to content, downloads, and credits, and are purchased individually via ID Commerce checkout.

How to Edit ID Commerce Products

Editing ID Commerce products is super simple. Just select the level from the drop down, change the values you need to change, and click save. You’re done!

Controlling Access through Products

ID Commerce products work just like any standard membership level would. They control access to content, downloads, and credits, and are purchased individually via ID Commerce checkout.

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