MicroPayments Plugin (CMMP) - Use Case - How to Let Users Transfer Points to Each Other


Use Case - How to Let Users Transfer Points to Each Other

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Note: This use case requires this to be installed and activated:

Video Use-Case


Introduction

The MicroPayments Plugin is a payment system for WordPress that allows you to create digital wallets for your users, reward them with points, and let them pay for them using real money.

Use Case Front-End

Sending points from one user to another one - WordPress MicroPayments
Sending points from one user to another one

Wallets: What is a Wallet?

The Wallets are the "accounts" to which the points have to be connected to. They work very similar to bank accounts, or real life wallets.

Use Case Assumptions

In this example use case guide, we'll cover how to let users transfer points to each other.

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

It follows:

Installing the Plugins

The process is the same for all CM plugins.

CreativeMinds Customer Account Dashboard - Downloads tab
CreativeMinds Customer Account Dashboard
  • Download the add-on 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.

Learn more: Getting Started - Installation And First Steps


Setting Up MicroPayments Platform Plugin - Recap

If you still have question with these steps:

  • Installing the plugin
  • Setting up MicroPayments Plugin
  • How users can obtain points
  • Grant points for purchase
  • Use points for discounts
  • Translating the interface
  • Shortcodes
  • Reports
  • Exporting wallets to CSV
  • Adding or subtracting points periodically
  • Troubleshooting

Then check the guide MicroPayments Plugin (CMMP) - Use Case - How to Allow Users to Buy Points Using Real Money

Transferring Points Between Users

To transfer points between user wallets directly (give someone points) you have to create a page with the following shortcode:

[transfer_wallet_points]

Description: Shows the form which allows making a transfer of points from your own wallet to the other wallet with the known ID or username. Of course, only the amount of points lower or equal to the amount of points available on the wallet, and not less than "1" can be sent.

When you place the shortcode on the page, the form for transferring points on the front-end can look a bit differently in some cases. Let's consider them all step-by-step. 

Note: The form can be displayed only for logged-in users.

One or Multiple Wallets

The appearance of the form can depend on if the option Assign a single wallet to each customer in plugin options is enabled. To find this option navigate to Admin Dashboard → CM Micropayment Platform → Settings → General tab.

The option that allows to assign only one wallet per each user - MicroPayments Platform Plugin
The option that allows to assign only one wallet per each user

When the option Assign a single wallet to each customer is enabled, each user can have only one wallet assigned to him. 

The form for sending points to another user chosen from the dropdown list - WordPress Points Management Plugin
The form for sending points to another user chosen from the dropdown list

So, in the form for transferring points the user just needs to choose in the To User (1) dropdown menu to which user he wants send the points to. Then define the amount of points to send in the points to transfer (2) field and click the button Transfer points (3).

Process of sending points to another user - WordPress MicroPayments Plugin
Process of sending points to another user

If the option Assign a single wallet to each customer is disabled, each user can have more than one wallet. In this case there will be the field To Wallet ID instead of To User

The form for sending points to another user chosen by his Wallet ID - Points and Rewards Plugin
The form for sending points to another user chosen by his Wallet ID

The user has to know the wallet ID of the user, which he wants to send points to.

Process of sending points to another user by his Wallet ID - MicroPayments Plugin
Process of sending points to another user by his Wallet ID

Admin View

The admin has more possibilities than regular users. In the form for transferring points a new field appears for that role - From Wallet ID

Admin view of the form for sending points between users - WordPress MicroPayments
Admin view of the form for sending points between users

It means, he can send points not only from his wallet, but also from the wallet of any other user. By default, in the field From Wallet ID is written admin first wallet ID - to send points from another user wallet he needs to paste another wallet ID.

Process of sending points from one user to another one commited by the admin - MicroPayments Platform Plugin
Process of sending points from one user to another one commited by the admin

Adding Comments

You can let users add comments when they perform a transfer. To do so, add these parameters to the shortcode:

  • comment_enable - Set "0" to disable comments and "1" to enable them.
  • comment_required - Set "0" for optional, "1" for required. Only works if comment_enable parameter is enabled.

Example: enable adding comments that are not required.

[transfer_wallet_points comment_enable="1" comment_required="0"]

A text area Comment will appear in the form:

The field for adding a comment when sending points to another user - WordPress Points Management Plugin
The field for adding a comment when sending points to another user

These comments can be seen only in the back-end for the admin in wallets transactions of two users - sender and receiver.

Checking the points transfer comment in the MicroPayments Platform plugin dashboard
Checking the points transfer comment in the MicroPayments plugin dashboard

Success and Error Messages

There are a few types of messages for sending points.

If everything is correct, the points will be transferred immediately, and the user will see the message that the points are sent successfully.

Message after successful transfer of points - WordPress MicroPayments Plugin
Message after successful transfer of points

Otherwise a message with the error will be displayed, for example that the wallet does not have enough points.

Warning message about lack of points in the user wallet - Points and Rewards Plugin
Warning message about lack of points in the user wallet

Or if the user entered the value less than 1.

Error message about incorrect amount of points for a transfer - MicroPayments Plugin
Error message about incorrect amount of points for a transfer

Labels

All MicroPayments plugin labels and messages in the form can be customized or translated to another language. To do this, navigate to Admin Dashboard → CM Micropayment Platform → Settings → Labels tab.

MicroPayments Platform plugin labels tab
MicroPayments plugin labels tab

Here are the labels that you can change in the form for transferring points:

WordPress MicroPayments labels settings
MicroPayments plugin labels settings

Variable Value

A few labels contain the "%s" symbol.

In the "Transfer successful. Transferred %s points from %s to %s" label, first "%s" will be substituted with the sent amount of points, and the second and third "%s" will be substituted by wallets IDs of sender and receiver respectively.

In "%s to transfer:" and "Transfer %s" labels, "%s" will be substituted by the name of points on your site. You can change the name of points to the one you need in first two labels - for plural and for singular name of points.

WordPress MicroPayments labels for points
MicroPayments plugin labels for points

End Result

Following instructions found in the plugin and guides, you should be able to configure the form to let users send points to each other.

Use Case Front-End

Sending points from one user to another one - WordPress MicroPayments
Sending points from one user to another one

More information about the WordPress MicroPayments Plugin

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