CM Business Directory (CMBD) + Community + Payments - Use Case - Charging Users For Suggesting Businesses in Directory


Use Case - Charging Users For Suggesting Businesses in Directory

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Note: This guide covers features from

The  CM Business Directory allows you to create a listing of businesses. By combining the Payments and Community add-on, you can charge users for creating and managing said pages.

Video Tutorial

Use Case Front-End

Submission Page

Shopping Cart Page

Payment Page

Quick Read: How It Works

  • Users must be logged-in to pay for creating a business profile.
  • Easy Digital Downloads and WooCommerce provide the platform needed to collect payments for listings. 
  • Once a non-logged in user submits a new business, their email is saved and a password is sent once the listing is approved.
  • This process does not create a WP user associated with the listing. However, it still allows user to update their business listing information without having any access to the WP dashboard or having any other privileges related to WP users.

Use Case Assumptions

In this example use case guide, we'll cover how to charge users for suggesting and claiming businesses in your Business Directory.

We consider that you have already bought the addon, but not installed it. 

This documentation follows:


Installing The Addon

The process is the same for all CM plugins and addons.

  • Download the plugin from your customer dashboard
  • Log in to WordPress and navigate to the WordPress Admin  → Plugins settings
  • Click on Add New
  • Activate it and add the license

Installing Payment Plugin (EDD or WooCommerce)

You must choose between either Easy Digital Downloads or WooCommerce.

EDD or WooCommerce? No Difference For The Plugin

As far as Answers Payment is concerned, there is almost no difference between using either EDD or WooCommerce. 

Both are free and provide free and paid add-ons. The only difference is that you can offer automatic renewals by using WooCommerce and its paid WooCommerce Subscriptions add-on

Head to  Admin Dashboard → Plugins → Installed Plugins and click Add New

Search for either Easy Digital Downloads or WooCommerce and install it.

Configure Payment Plugins

Don't forget to configure the payment plugin! This way you can connect it to payment providers such as PayPal or credit card companies.

Important

Be sure that your payment plugin has the correct Checkout and Cart pages set up. They are used by the plugin.

External Resources

Setting up a Directory

First, set up the directory if you haven't done so. Since this article focuses on the payment use case, it mostly list the relevant documentation for this first step.

Checking Settings

Navigate to  Admin Dashboard → CM Business Directory → Settings. Then click on the General tab.

Read more: CM Business Directory (CMBD) - Settings - General (Permalink, Defaults, Google Map, Statistics)

Adding First Business

  1. Go to Admin Panel/CM Business Directory and click Business and Add New or simply click the Add Business button.
  2. Fill in all fields, add Tags,  Categories and Custom Taxonomy Terms. Optionally you can also add Video and Additional Links and Fields.
  3. When finished, click on the Publish button to save the Business.

Learn more: CM Business Directory (CMBD) - Add Business

Useful Guides

  • Install and activate the plugin.
  • Go to Admin Panel/Plugins/CM Business Directory and click Settings to set plugin options
    • General - Set general options for plugin.
    • Business Page - Settings for Business Page. More about Custom Taxonomy, Additional Links/Fields, Star Rating.
    • Directory Index Page - General settings for Directory Index page and also Filters
    • Directory Appearance - Settings for three different views: Directory, Tiles and List view.
    • Custom CSS - Option to apply your own custom CSS styles.
    • Labels - Customize plugin labels to your needs.
  • See the Shortcodes list to know what you can change to adjust the plugin to your needs.

Letting Users Suggest Businesses

Now, allow users to suggest businesses. We'll also skim through this part to focus on payments.

Navigate to the  Admin Dashboard → CM Business Directory → Settings → Community Business tab.

Under moderation settings, choose the roles who can add businesses.


Setting Up Payments

Now that the directory is set up and users can suggest businesses, it's time to configure payments.

1) Selecting Payment Plugin (WooCommerce / EDD)

Let's start by telling the plugin which payment platform we are using (EDD or WooCommerce). Navigate to  CM Business Directory Pro → Settings → Payments tab → Payment System Selection section

Only one system can be enabled at a time. In the example below, it's WooCommerce.

TIP: You Need a Payment Plugin

If you don't have EDD or WooCommerce installed, you will get the notice that payment features cannot work without one of these payment plugins.

2) Requiring Users to Pay for Adding Businesses

Now onto the most important settings of the use case.

Head to the Add New Business Payments section and check "Require payments for adding new businesses". We'll talk about the two other options in a moment.

Then, create a new WooCommerce/EDD product or assign the purchase with an existing product.

TIP: This Defines How Much Users Will Pay to Submit Businesses

Technically speaking, users will buy a WooCommerce/EDD product that will grant them access.

Learn more: CM Business Directory Payments (CMBD Add-On) - Suggesting a Business

3) Requiring Users to Pay for Claiming businesses

You can also charge users for claiming businesses. Turn on the option in the Claim Business Payments section.

And then set the product, like in the other payment settings.

User Perspective

Users can claim existing business listings by going to the listing page and clicking  show by Claim this business.

They only need to add their name and valid email address to receive an email notification with instructions on how to pay for the listing. 

Example


The rest of the process is the same as  Suggesting a Business:

  • User gets an e-mail.
  • Pays.
  • Gets another e-mail with an activation link.

Learn more: CM Business Directory Payments (CMBD Add-On) - Claiming a Business

4) Requiring Users to Pay for Renewing Businesses

Automatic Reminder vs Automatic Renewal

There's an important distinction. This add-on does not provide automatic renewalsWhen the subscription expires, it is not automatically renewed.

Instead, the user receives a configurable email notification.

If this feature is enabled, users must pay in order for their listing to remain visible to the public in the directory. This is also controlled by a (separate) product in  EDD / WooCommerce to allow the payment. 

Mark existing items as paid

Check box and save or click the button to set all current items as paid. The payments will be required only after renewal time passes. 

Important

This will only work if the Require payments for renewing businesses? was not checked earlier!.

Time Settings

One huge difference are the time renewal and notification settings.

You can choose after how many days the listing will expire, requiring the user to make a new payment. Also, you can enable a notification to remind the user about the upcoming expiration.

Frontend

After making the payment, the user receives a link to re-activate the listing or a unique activation code to paste on the business activation page. 

Learn more: CM Business Directory Payments (CMBD Add-On) - Renewing a Business Listing

5) Notifying Users

In each of the options above (payment for adding, renewing and claiming), there are also options to customize the email sent to businesses. They follow the same pattern, with some changes:

  • "Payment required" e-mail subject - Topic of the e-mail being sent after the user adds the business and it passes the moderation.
  • "Payment required" e-mail content - Content of the e-mail being sent after the user adds the business and it passes the moderation. You can use the following placeholders:
    • {business_name}
    • {purchase_link}
    • {activation_page}.
  • "Payment confirmation" e-mail subject - Topic of the e-mail being sent after the user purchases the product required to add a new business.
  • "Payment confirmation" e-mail content - Content of the e-mail being sent after the user purchases the product required to add a new business. You can use the following placeholders:
    • {business_name} 
    • {code} 
    • {activation_link}.

TIP: Limited Free Listings

In the Limited Free Listing section, you can enable exactly that - and then choose which fields will be available in these limited profiles.


User View - Suggesting and Paying

With Payments, the user submission process is the same as in Community.

How To Edit Form

We explain in details how to configure the submission form in the documentation CM Business Directory Community (CMBDC) - Editing Form (Showing/Hiding Fields, Marking as Mandatory, Translating)

But now, when users complete the business submission form, they will see a different message than usual. The message will mention payment.

Example

What Happens On Submission?

You can control what will happen from the settings, section Add New Business Payments.

  • Payment before moderation - If enabled, users will be able to pay even before the admin moderates the submission.
  • Instant payment - If enabled, the user will be redirected to checkout immediately after filling the form. Requires Payment before moderation to be enabled.

Checkout Page Example

TIP: Translate Interface

The add-on has over some labels that can be translated. These can be found in Settings → Payments Labels.

It's an opportunity to change the interface to your site's language and/or style


Admin View - Tracking Payments

The add-on offers a simple way to track every payment made.

Definition

Business tokens are fully automated, virtual items created by the Add-On to keep track of all of the actions requiring payments.

Accessing Token Dashboard

Navigate to the   Admin Dashboard → CM Business Directory →  Business Tokens.

This screen will show a table with all recorded payments, along with their attached information. 

Example

  1. Token before clicking on activation link from e-mail.
  2. Token after clicking on activation link from e-mail.

Editing a Token

Clicking on the code directs you to the token edit page, where you can change its status manually. Also here values like Purchase ID, email and types can be changed.

TIP: Activating and Deactivating, Changing Permissions

You can also activate or deactivate each token or edit its token type. Meaning the user will gain or lose permission to:

  • Adding - Add business
  • Claiming - Claim business
  • Pay_per_view - Access business

Learn more: CM Business Directory Payments (CMBD Add-On) - Business Tokens Dashboard


Extra - Pay-Per-View: Charging Users For Accessing Profile

When Pay-per-view is enabled, users will be asked to buy a plan when trying to access a business profile. Select the plan and click   Buy Selected Plan.

Example

Settings

To enable this feature, head to the Payments tab → Pay-per-view section.

First, click on "Turn on the Pay-per-view". 

Then configure:

  • Easy Digital Downloads / WooCommerce Product Association - Select an existing EDD / WooCommerce Product which will be required to use the "Pay-per-view" functionality. Or choose the name and price and click "Create New EDD / WooCommerce Product" to automatically create and assign a new Product.
  • Pass items - Number of possible items to be displayed after purchasing a single "pass".
  • Pass days - Number of days the purchased "pass" is valid after it's activated.

Multiple!

Remember you can add multiple plans!

Learn more: CM Business Directory Payments (CMBD Add-On) - Pay Per View


Unpaid Business Announcement

This optional field lets you add HTML to be shown in business pages with pending payment.

Example

Learn more: CM Business Directory (CMBD) - Advertisement


Recap

With all steps completed, your directory will require payments before user submissions are online.

Use Case Front-End


Get more information about the CM Business Directory Payments WordPress Add-on

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