WordPress MicroPayments (CMMP) - Use Case - How to Create Wallets for Non-Registered Users


Use Case - How to Create Wallets for Non-Registered Users

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

Video Use-Case


Introduction

The WordPress MicroPayments 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

Creating a wallet for non-registered user:

Process of creating a wallet for non-registered user - WordPress User Wallet Credit System
Process of creating a wallet for non-registered user

Changing the Wallet Nickname:

Changing the nickname for a wallet for non-registered user - WordPress Wallet Plugin
Changing the nickname for a wallet for non-registered user

Transaction History:

Transaction history of a wallet for non-registered user - WordPress Point System
Transaction history of a wallet for non-registered user

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 create and manage wallets for non-registered users.

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

It follows:

Installing the Plugin

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 WordPress MicroPayments - Recap

If you still have question with these steps:

  • Setting up WordPress MicroPayments
  • 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 WordPress MicroPayments (CMMP) - Use Case - How to Allow Users to Buy Points Using Real Money

Creating Wallets for Non-Registered Users

Each created wallet has its own Wallet ID - a string of numbers and letters that identify the wallet. 

Example of the Wallet ID: 34df14b3754388f04f448e3d5ab1d36a

It is possible to assign a nickname to each wallet. This way, users don't have to use Wallet IDs that are long and difficult for remembering, they can use a Wallet Nickname instead of it.

You need to use a Wallet Nickname for creating a wallet for non-registered user. Creating that kind of wallet can be done using a shortcode [create_wallet]

Just create a page or edit the existing one, put a shortcode and click Publish or Update.

Placing a shortcode for creating wallets on the front-end - Points and Rewards Plugin
Placing a shortcode for creating wallets on the front-end

Now let's go the front-end and create a wallet. There you can see a form. This form is available only for the users with roles Administrator and Editor. There you need to write a nickname that does not exist yet into the field Wallet Name. Optionally, in the field Points you can set the amount of points that should be on the wallet at once after it's created. The value must be bigger or equal "0". Then click the button Create Wallet.

Creating a wallet for non-registered user - WordPress User Wallet Credit System
Creating a wallet for non-registered user

Now let's head to the back-end and see how to find and manage wallets for non-registered users.

Navigate to Admin Dashboard → CM Micropayment Platform → Manage Wallets.

Navigation to the wallets management dashboard - WordPress MicroPayments
Navigation to the wallets management dashboard

All wallets for non-registered users have the relevant marker in the column User login.

Example of wallets for non-registered users - WordPress Wallet Plugin
Example of wallets for non-registered users

You can also filter users by their type, using the dropdown User Type above the table. You can choose between:

  • All
  • Registered User
  • Non Registered User
Filtering wallets by user types - WordPress Point System
Filtering wallets by user types

The admin can change the wallet nickname of any user at any moment. Just hover on the needed wallet and click Change Nickname. Enter new nickname, then click the button Save.

Changing a nickname for a wallet - Points and Rewards Plugin
Changing a nickname for a wallet

You can change the amount of points for every user by hovering on the needed wallet and clicking the button Add/Subtract Points. Set the amount of points, choose the operation - Add or Subtract, and add the comment. Then click the button Save.

Adding / subtracting points - WordPress User Wallet Credit System
Adding / subtracting points

To see the transaction history of any wallet, click on the Wallet ID or on the Transactions button.

Example of the wallet transaction history - WordPress MicroPayments
Example of the wallet transaction history

Checking Wallet Transactions On the Front-end

Non-registered users can also check the transaction history of their wallets. You need to create a page that contains the shortcode [cm_check_wallet]

Just put the shortcode on the page and click Publish / Update.

Placing the shortcode for checking the wallet transaction history on the front-end - WordPress Wallet Plugin
Placing the shortcode for checking the wallet transaction history on the front-end

Now let's see how it works on the front-end. The user needs to put his Wallet ID or Wallet Nickname to the field Wallet ID, then click the button Check Wallet. The transaction history will appear below.

Checking the wallet transaction history on the front-end - WordPress Point System
Checking the wallet transaction history on the front-end

Granting Non-Registered Users With Points For Purchases in WooCommerce

Users can buy products in WooCommerce and Easy Digital Downloads using points on their wallets. You can reward users by adding points to their wallets for each purchase. The plugin supports rewarding not only registered users, but non-registered users either for purchasing products in WooCommerce.

TIP

Learn more about how to configure WooCommerce and EDD for purchasing products with points:

To configure it, navigate to Admin Dashboard → CM Micropayment Platform → Settings.

Navigation to the plugin settings - Points and Rewards Plugin
Navigation to the plugin settings

On the General tab, enable these two options:

  • Use WooCommerce for checkout
  • Grant MicropaymentPoints per purchase
WooCommerce plugin integration settings - WordPress User Wallet Credit System
WooCommerce plugin integration settings

Then scroll down to the bottom of the page and click Save.

'Save' button - WordPress MicroPayments
'Save' button

Each product that you want to reward for demands some configuring. So, next step, navigate to  Admin Dashboard → Products → All Products.

Navigation to WooCommerce products - WordPress Wallet Plugin
Navigation to WooCommerce products

Hover on the needed product and click Edit.

Editing the WooCommerce product - WordPress Point System
Editing the WooCommerce product

To grant for purchasing the product, it must belong to the category CM Micropayment Platform. Find the metabox Product categories on the right side of the page and check the corresponding category.

Adding a WooCommerce product to the CM MicroPayments Platform category - Points and Rewards Plugin
Adding a WooCommerce product to the CM MicroPayments Platform category

Then click the button Update.

Updating the WooCommerce product - WordPress User Wallet Credit System
Updating the WooCommerce product

After that there will appear a box called Grant MicroPayments Points WOO. There you need to configure the following options:

WooCommerce plugin integration settings for granting users with points - WordPress MicroPayments
WooCommerce plugin integration settings for granting users with points
  1. Enable this checkbox to grant users for each purchase.
  2. Set the number of points granted per purchase of this product for logged in users.
  3. Set the number of points granted per purchase of this product for guest users - this option is crucial for our example.
  4. Enable it, if you want to multiply points by quantity of product purchased. Example, when the option is enabled: grant for the purchase is equal 10. If the quantity of the purchased product equals 5, the user will be granted for 50 points for this purchase. If the option is disabled, then for the same 5 products the user will get only 10 points.

Then click the button Update to save the changes.

Updating the WooCommerce product - WordPress Wallet Plugin
Updating the WooCommerce product

When non-registered user buys the product, he needs to choose the payment option CM MicroPayment and enter his Wallet Nickname or Wallet ID. Then click Pay with CM MicroPayment Points.

Choosing MicroPayments payment gateway for WooCommerce in the checkout page - WordPress Point System
Choosing MicroPayments payment gateway for WooCommerce in the checkout page

Now after purchasing this product, users will be granted with points:

Example of MicroPayments transactions after the purchase in WooCommerce - Points and Rewards Plugin
Example of MicroPayments transactions after the purchase in WooCommerce

TIP

You can not only grant for purchasing products, but you can also charge fee for the purchases. You just need to enter negative number in fields for setting number of points.

WooCommerce plugin integration settings used for charging users with points - WordPress User Wallet Credit System
WooCommerce plugin integration settings used for charging users with points

Labels - Translating the Interface

The WordPress MicroPayments allows you to change or translate the labels that are displayed on the front-end. To find them, navigate to Admin Dashboard → CM Micropayment Platform → Settings Labels tab.

Labels tab - WordPress MicroPayments
Labels tab

The following labels are related to the dropdown for filtering users by type and to the form for creating wallets for non-registered users.

Labels settings - WordPress Wallet Plugin
Labels settings

Don't forget to click the button Save after editing labels.

End Result

Following instructions found in the plugin and guides, you should be able to create and manage wallets for non-registered users.

Use Case Front-End

Creating a wallet for non-registered user:

Process of creating a wallet for non-registered user - WordPress Point System
Process of creating a wallet for non-registered user

Changing the Wallet Nickname:

Changing the nickname for a wallet for non-registered user - Points and Rewards Plugin
Changing the nickname for a wallet for non-registered user

Transaction History:

Transaction history of a wallet for non-registered user - WordPress User Wallet Credit System
Transaction history of a wallet for non-registered user

More information about the WordPress MicroPayments plugin

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