Granting access to secure website content

Create products that offer group-based access to post-purchase information and content:

1. Add a new product, or edit an existing product:
   1. Go to Commerce > Add product.
   2. Fill out the required information (and any additional applicable information) for your product.
   3. Select Assign purchaser to a group. New group-definition options are displayed:
      1. Do one of the following:
         • Select an existing Group from the drop-down.
         • Click Add new group to specify a new group to which you can assign purchasers. You must have Customers: 5 module-level authorization to enable this setting.

         Note: Click the Save icon (checkmark) to save the new group. The group is created regardless of whether you finished creating the product.

      Note: You can create more than one group through this interface, but you can assign only one group to this product. Each group will have a role of Member and a type of Purchased Products. You can also associate multiple products to the same group once the group is created.

      
      2. Enter the Term span in months. This is the term for which the purchaser can remain a member of the group.
   4. Fill out the Post-purchase information. This is information available to the purchaser. Whatever is entered in this field (for example, instructions, a link or a simple message) is available as soon as the product is purchased.

   Note: If you want to provide a link to content, the content must already exist before you finalize the Post-purchase information. You can create the content before you create the product.

2. Create the content you want to provide to purchasers.
3. Configure group access to the content:
   1. On your content record (Rise > Page builder > Manage content), select the Access settings tab.
   2. (Access settings tab) Select Make this available to.
   3. Deselect Everyone under Specific roles.
   
   4. Click Add group under Specific groups. If you created a new group when you created the product, search for that group.

   

   5. Click OK.
   6. Select Read permission only for this group.
   
4. Click Save & Publish. Everyone who purchases any product associated with this group will become members of the group and have access to content restricted to members of this group.

You can use this feature to provide downloadable content for purchase.

Do the following to define a downloadable product:

1. Add a new product or edit an existing product to offer your post-purchase information and content. See Adding products for more information.
   • Do not prorate - Same dues regardless of when customer joins.
   • Standard monthly prorating - Prorating for the current year (depends on the billing interval). For example, if a customer joins in month 7 and annual dues are $200, the calculated dues would be one half of the total dues, or $100 (six months out of twelve).
   • Use a custom schedule - User-defined prorating rules, depending upon the needs of the organization. If the Use a custom schedule option is enabled, proration rules are created from defining schedules on the Staff site.
2. Create a downloadable product:
   1. (optional) Create a contact record or edit an existing record. You can describe the product, provide information about the product, and so forth.

   Note: Shipping and handling charges will occur for downloadable products unless shipping minimum values are set to 0 or the shipping method calculation is set to ship by weight.

   2. Add a Content File content item.
   3. Enter a Name. This is the displayed name of the downloadable content.
   4. Click upload to select the file you want to upload and offer as downloadable content. Browse to find the file you want to offer, then click Upload. You can upload a new file to replace a previous file, or you can delete the file you have uploaded.

   5. 

   6. Click OK.
3. Configure group access to the content. Select the Access settings tab:
   1. Select Make this available to.
   2. Deselect Everyone under Specific roles.
   3. Click Add group under Specific groups. If you created a new group when you created the product, search for that group.

   Note: The group Type must be Purchased Products.

   
   4. Click OK.
   5. Select Read permission only for this group.
4. Click Save & Publish.
5. Open the content record once it is published, and click Generate Full URL. Make a note of this URL; you will use this to help define your product and post-purchase information.



6. Edit your Post-purchase Information.

Note: You must enter the generated full URL. You can add HTML tagging to make this a live link for a purchaser, for example:
Congratulations! You have purchased the Sample Guide to Examples! You can download your copy by clicking <a href="http://example.com/contentpath/contentname.aspx"> here </a> at any time.
where yourwebsite.com is the actual name of your website, and contentpath/contentname is the path and name of the content item containing the purchased content.
You can also use the [website] variable in place of your actual website name if your customers can purchase content from multiple websites, for example, Donor. This link takes the customer back to the website from which they made their purchase. For example:
Congratulations! You have purchased the Sample Guide to Examples! You can download your copy by clicking <a href=[website]contentpath/contentname.aspx"> here </a> at any time.

7. Finish defining your product and click Save.

The information you added in the Post-purchase Information field, including a link to the purchased content, is delivered to the purchaser:

• In an on-screen order confirmation upon successful order submission.
• In an order confirmation email.

You can also create a query and display it on an individual's account page using the Query Menu content item. This query can allow individuals access to the links for the products they have purchased. To create the query, refer to Building IQA queries: Tutorials.

To determine who has access to secure website content, do the following:

1. Go to Community > Groups.
2. From Select a query, choose Product purchase groups.
3. Search for the group, then select the group name.
4. Review the following information:
   • Group Term span (months)
   • Qualifying products available for download
   • Post-purchase information
   • Members of the group
   • Effective and expiration dates for members

   Note: Group members remain in the group until 12:00 a.m. on their expiration dates.

5. (optional) Click Email to send a communication to group members. Filter the list of members using the Find members and Member name contains options.