Driving Business with PayPal Extending Implementations To Increase Sales & Improve Customer Relationships

Agenda Taking PayPal Beyond Payments Promotional Campaigns Intelligence in IPN Leveraging Recurring Payments Conclusion

Taking PayPal Beyond Payments

Promotional Campaigns

Intelligence in IPN

Leveraging Recurring Payments

Conclusion

Introduction Leverage beyond the standard payment Real opportunity to: Increase new customer sales Improve cash flows Measure business success Automate back end business processes Develop more long term customer relationships Create a full cycle with the customer

Leverage beyond the standard payment

Real opportunity to:

Increase new customer sales

Improve cash flows

Measure business success

Automate back end business processes

Develop more long term customer relationships

Create a full cycle with the customer

Promotional Campaigns

Promotion Through Discounts Common business requirements Pricing % or amount off total order Specific price for item Free Shipping Optional minimum amounts of order Time window for usage of code Limited use per order and account for code Tracking and reporting of code usage

Common business requirements

Pricing

% or amount off total order

Specific price for item

Free Shipping

Optional minimum amounts of order

Time window for usage of code

Limited use per order and account for code

Tracking and reporting of code usage

Technical Structure for Promotion Use case flow Entry and validation of the code Recalculation of the order Payment for the order Storing and tracking of the code usage For standard PayPal can use “custom” or “item” fields to track code usage Watch for zero order totals as these will throw an error if trying to process

Use case flow

Entry and validation of the code

Recalculation of the order

Payment for the order

Storing and tracking of the code usage

For standard PayPal can use “custom” or “item” fields to track code usage

Watch for zero order totals as these will throw an error if trying to process

Sample User Interfaces Entry point for code

Entry point for code

Administration of Promotion Codes Use simple database table for storage of the code properties

Use simple database table for storage of the code properties

Intelligence in IPN

IPN Business Use Cases Fulfillment (packing, shipping, receipts) Accounting system processing and tracking CRM incorporation (such as salesforce.com) Up-sell and marketing kick off Email of coupons codes based on purchase profile and metadata of items Extended payments to third parties Commissions to affiliates (Mass Payments API) Fraud Management

Fulfillment (packing, shipping, receipts)

Accounting system processing and tracking

CRM incorporation (such as salesforce.com)

Up-sell and marketing kick off

Email of coupons codes based on purchase profile and metadata of items

Extended payments to third parties

Commissions to affiliates (Mass Payments API)

Fraud Management

Setting Up A Simple IPN Listener Typical steps Verify IPN txn_type and variables passed Create logic for handling IPN Connect in IPN validation in listener Set up IPN URL account or in code IPN Simulator in Sandbox Executing with a test harness

Typical steps

Verify IPN txn_type and variables passed

Create logic for handling IPN

Connect in IPN validation in listener

Set up IPN URL account or in code

IPN Simulator in Sandbox

Executing with a test harness

Testing your IPN Listener Good practice to test handling logic prior to hooking in IPN Use PayPal Sandbox to create dynamic IPN calls with a wide range of variables Log in to PayPal Sandbox Click on Test Tools Click on Instant Payment Notification (IPN) simulator

Good practice to test handling logic prior to hooking in IPN

Use PayPal Sandbox to create dynamic IPN calls with a wide range of variables

Log in to PayPal Sandbox

Click on Test Tools

Click on Instant Payment Notification (IPN) simulator

IPN Simulator Enter your URL for the IPN listener Select the transaction type Fill in the fields to be sent with the IPN

Enter your URL for the IPN listener

Select the transaction type

Fill in the fields to be sent with the IPN

Code :: Process IPN Authenticate IPN request through post back Example uses fsockopen, could use cURL // read the post from PayPal system and add 'cmd’ $req = 'cmd=_notify-validate'; foreach ($_POST as $key => $value) { $value = urlencode(stripslashes($value)); $req .= "&$key=$value"; } // post back to PayPal system to validate $header = "POST /cgi-bin/webscr HTTP/1.0
"; $header .= "Content-Type: application/x-www-form-urlencoded
” $header .= "Content-Length: " . strlen($req) . "
"; $fp = fsockopen ('ssl://www.paypal.com', 443, $errno, $errstr, 30);

Authenticate IPN request through post back

Example uses fsockopen, could use cURL

Code :: IPN Part 2 Assign posted variables to local scope Variables posted depend on transaction type $txn_type = $_POST['txn_type']; $txn_id = $_POST['txn_id']; $payment_status = $_POST['payment_status']; … <other posted variabels> … If (isset($_POST[‘custom’])) { $custom = $_POST['custom']; }

Assign posted variables to local scope

Variables posted depend on transaction type

Code :: IPN :: Perform Checks and Process Process Transaction: if (!$fp) { // HTTP ERROR - log and notify } else { fputs ($fp, $header . $req); while (!feof($fp)) { $res = fgets ($fp, 1024); if (strcmp ($res, &quot;VERIFIED&quot;) == 0) { // check txn_type for case processing // check the payment_status is Completed // check txn_id has not been previously processed // check receiver_email is Primary PayPal email // check payment_amount/payment_currency are correct // perform action } else if (strcmp ($res, &quot;INVALID&quot;) == 0) { // log for manual investigation and notify } } fclose ($fp); }

Process Transaction:

IPN Transaction Types Source: see Instant Payment Notification Guide pdf PayPal for complete list. Sample types for special processing cart recurring_payment web_accept recurring_payment_profile_created express_checkout subscr_signup mass_pay subscr_payment subscr_failed

Multiple IPN Listeners Uses Separate product processing Different site processing through one account Two methods: Centralized triage Dynamic IPN addressing with HTML notify_url NVP API NOTIFYURL SOAP API NotifyURL

Uses

Separate product processing

Different site processing through one account

Two methods:

Centralized triage

Dynamic IPN addressing with

HTML notify_url

NVP API NOTIFYURL

SOAP API NotifyURL

Test & Retrieve Variables // loop variables add body foreach($_POST as $name => $value) { $mail_Body .= &quot;$name : $value
&quot;; } Create test IPN catch page Loop through all posted vars Send mail or log with vars

Create test IPN catch page

Loop through all posted vars

Send mail or log with vars

Back Up Transaction Retrieval Typically for financial and business needs Mitigates risk of communications issues Use the following API calls (Payments Pro) TransactionSearch GetTransactionDetails Periodic transaction search to verify all IPN messages have been received

Typically for financial and business needs

Mitigates risk of communications issues

Use the following API calls (Payments Pro)

TransactionSearch

GetTransactionDetails

Periodic transaction search to verify all IPN messages have been received

Recurring Payments

Leveraging Recurring Payments Through Website Payments Pro or Express Checkout Most common uses: Membership fees Payment plans Business effects Smoothing of revenue Longer customer relationships

Through Website Payments Pro or Express Checkout

Most common uses:

Membership fees

Payment plans

Business effects

Smoothing of revenue

Longer customer relationships

Good Practices Have consent to bill in place Use authorization or an initial transaction in the recurring profile to validate account Save profile id so can be used to match IPN notifications

Have consent to bill in place

Use authorization or an initial transaction in the recurring profile to validate account

Save profile id so can be used to match IPN notifications

Technical Notes Must have either token or credit card info If express checkout then token If direct then credit card info Minimum required fields Payment information or token Billing terms Description

Must have either token or credit card info

If express checkout then token

If direct then credit card info

Minimum required fields

Payment information or token

Billing terms

Description

CreateRecurringPaymentsProfile NVP Minimum CreateRecurringPaymentsProfile

Minimum CreateRecurringPaymentsProfile

CreateRecurringPaymentsProfile SOAP Execute SOAP request $response = $caller->CreateRecurringPaymentsProfile($recurring_payments_request); switch($response->getAck()) { case 'Success': case 'SuccessWithWarning': // Extract the response details. $recurring_payments_response_details = $response->getCreateRecurringPaymentsProfileResponseDetails(); $profileID = $recurring_payments_response_details->getProfileID(); exit('CreateRecurringPaymentsProfile Completed Successfully:' . print_r($response, true)); default: exit('CreateRecurringPaymentsProfile failed: ' . print_r($response, true)); }

Execute SOAP request

CreateRecurringPaymentsProfile Return Successful PROFILEID Failure L_ERRORCODE0, L_SHORTMESSAGE0, L_LONGMESSAGE0, L_SEVERITYCODE0

Successful

PROFILEID

Failure

L_ERRORCODE0, L_SHORTMESSAGE0, L_LONGMESSAGE0, L_SEVERITYCODE0

Testing Recurring Payments Sandbox Testing Create a test personal account (for payment) Create API credentials Switch code to use sandbox and API credentials Production Testing Refund and cancel recurring payment

Sandbox Testing

Create a test personal account (for payment)

Create API credentials

Switch code to use sandbox and API credentials

Production Testing

Refund and cancel recurring payment

Automate processes based on Payment number / remaining Individual payment information Transaction Types IPN Integration recurring_payment recurring_payment_profile_created recurring_payment_failed recurring_payment_skipped recurring_payment_suspended_due_to_max_failed_payment recurring_payment_profile_cancel

Automate processes based on

Payment number / remaining

Individual payment information

Transaction Types

Sandbox IPN Recurring Payment Testing Override txn_type on the IPN simulator Limited testing of transaction type handling Better to hook up IPN URL in account

Override txn_type on the IPN simulator

Limited testing of transaction type handling

Better to hook up IPN URL in account

Testing Recurring Payments Enable message delivery in the Profile settings for IPN Send real recurring payments profile creation calls

Enable message delivery in the Profile settings for IPN

Send real recurring payments profile creation calls

IPN Message Variables Use variable email IPN catch page IPN will contain “test_ipn” variable with value of 1 to designate sandbox recurring_payment_id is profile id

Use variable email IPN catch page

IPN will contain “test_ipn” variable with value of 1 to designate sandbox

recurring_payment_id is profile id

Conclusion

Conclusion Describe business processes up front Create integration and functionality so that it can scale and change easily With these tools a business can create a full customer relationship cycle Feeding the funnel in the beginning Managing customers after the sale Automating processes for repeat sales

Describe business processes up front

Create integration and functionality so that it can scale and change easily

With these tools a business can create a full customer relationship cycle

Feeding the funnel in the beginning

Managing customers after the sale

Automating processes for repeat sales

Q&A Chuck Hudson www.aduci.com [email_address]

Thank you! Questions? To learn more, visit www.ebay.com/devcon

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