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How to build an Australian, Drupal shopping cart. Using Ubercart & recurring payments in Drupal. Covering topics like: Essential Drupal modules, Recommended third party services, Recommended payment ...

How to build an Australian, Drupal shopping cart. Using Ubercart & recurring payments in Drupal. Covering topics like: Essential Drupal modules, Recommended third party services, Recommended payment options, Australian considerations, Payment Gateways, Subscriptions and recurring payments, Security, Costs

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Let's go shopping with Drupal! Let's go shopping with Drupal! Presentation Transcript

  • DrupalACT April 2012Lets go shopping with Drupal! Ubercart & Recurring Payments Justin Freeman DrupalACT April 2012
  • About AgilewareCanberra company●Drupal web developers●●Our clients include: Federal Government,Agencies, Non-profits, Associations, Departmentof Defence, SMEs, International organisationsYour friendly, local Drupal dudes●http://agileware.com.au● agileware.com.au * DrupalACT April 2012
  • What well coverHow to build an Australian, Drupal shopping cart●Essential Drupal modules●Recommended third party services●Recommended payment options●Australian considerations●Subscriptions and recurring payments●Security●Costs● agileware.com.au * DrupalACT April 2012 View slide
  • Shopping cart, WTF?● Sell stuff on the Internet● Accept payment, deliver something in return● Sell things like: products, services, goods, information, access, downloads, events, tickets, auction sites● Catalog → product → price → payment → delivery agileware.com.au * DrupalACT April 2012 View slide
  • Examples● Standard sites: ● http://postertext.com ● http://audreyblue.com● Customised sites: ● http://pawsforlife.com.au ● http://agilemail.com.au
  • The competition!●Good selection of open source shopping cartsoftware is availableLot of it is “not so good” – OSCOMMERCE●Some of it is good – Magneto Commerce●But mostly theyre “not so good”:● ● Poorly documented, no API ● Customisations, difficult ● Updates are PAINFUL ● Fragmented community ● No formal issue queue, standards etc. agileware.com.au * DrupalACT April 2012
  • Why use Drupal?Drupal has solved many of these project●management issues and QA is good.(Dont take my word for it – try the competition!)●Highly customisable, extensible●Drupal does have good shopping cart modules:● ● Ubercart (Drupal 6 & 7) http://drupal.org/project/ubercart ● ● Commerce (Drupal 7 only) ● http://drupal.org/project/commerce agileware.com.au * DrupalACT April 2012
  • Build your websiteDo the usual Drupal build steps:● ● Install Drupal and required modules ● Design or select required theme ● Customise installation, as required ● Test, test and test some moreCommon areas for customisation:● ● Catalog (less clicks) ● Product display (make it sexy!) ● Pricing options (making choice easier) ● Checkout process (reduce steps) agileware.com.au * DrupalACT April 2012
  • Demos1.Default Drupal, Ubercart site2.Standard shopping cart workflow3.Customised user experience and workflow agileware.com.au * DrupalACT April 2012
  • Essential modulesUbercart, http://drupal.org/project/ubercart● ● Available for Drupal 6 or 7Ubercart VAT, http://drupal.org/project/uc_vat● ● Required for Ubercart, Drupal 6 onlyUbercart SSL, http://drupal.org/project/uc_ssl● ● Force SSL connection on Ubercart pages ● Secure Pages is another option agileware.com.au * DrupalACT April 2012
  • Recommended modulesUbercart EWAY, http://drupal.org/project/uc_eway● ● For EWAY integration to process credit card transactions●Google Analytics,http://drupal.org/project/google_analytics ● Track conversions from Google AdwordsUbercart Views, http://drupal.org/project/uc_views● ● Views integration, custom reports agileware.com.au * DrupalACT April 2012
  • For Australian carts●Import “Australia” into Country data and disableAmerica & Canada (unless selling o/s). ● admin/store/settings/countries/editChange US currency, measurements● ● admin/store/settings/store/edit/formatConfigure UC_VAT, set up GST +10% tax.● ● Required to display price as: $9.95 GST inc ● All prices should be stored ex-GST ● Apply only to orders for Australian customers ● admin/store/settings/taxes/vat agileware.com.au * DrupalACT April 2012
  • For Australian carts Change default Invoice template ● ● Need to add information: Tax Invoice & ABN Copy and modify these files: ● ● ubercart/uc_order/templates/ uc_order-customer.tpl.php ● ● uc_order.tpl.php (make blank) ● active admin theme eg. sites/all/themes/rubik ● active site theme eg. sites/default/themes/agilemail ● Symlink admin theme files to active theme Acquia Prosper theme has /invoice set up correctly ● agileware.com.au * DrupalACT April 2012
  • Demo GST tax rules ● GST inclusive, /admin/store/settings/taxes/vat ● Tax Invoice ● agileware.com.au * DrupalACT April 2012
  • Recommended servicesEWAY, http://eway.com.au● ● More on these guys shortlySSL certificate, http://rapidssl.com● ● Decent price, quick to deliver, good compatibilityPaypal, http://paypal.com.au● ● Your customers may not trust you, but (unfortunately) they will trust PaypalMailchimp, http://mailchimp.com● ● Stay in touch with your customers, send newsletters agileware.com.au * DrupalACT April 2012
  • Why EWAY? agileware.com.au * DrupalACT April 2012
  • Why EWAY?API agnostic:● ● Banks can have different credit card APIs ● Drupal modules exist for specific Banks ● General one which covers multiple Banks, see http://drupal.org/project/uc_migs ● EWAY is a credit card processor, talks to all Banks ● Provides independence from any single Bank agileware.com.au * DrupalACT April 2012
  • Why EWAY?Security:● ● Storing credit cart details is a very bad idea ● You become a target and are liable for breaches. ● Security is your problem. ● This is not a nice problem to have. ● So let someone else have this stress, EWAY! ● All credit card details are sent to EWAY over the wire, processed in real-time and never stored. ● Great anti-scam, anti-fraud features agileware.com.au * DrupalACT April 2012
  • Why EWAY?Features:● ● Have rich XML post-response based API, http://www.eway.com.au/Developer/eway-api/ ● Support token-based recurring transactions ● SMS transaction report ● Web control panel: reports, refunds, manual transactions ● Based in Canberra, Phillip ● Great phone and developer support (they listen!) ● Affordable agileware.com.au * DrupalACT April 2012
  • New contender - FatZebraNew Canberra startup●Payment processor●Cheaper than EWAY●Similar API and features●JSON based API●Young and energetic team●https://fatzebra.com.au● agileware.com.au * DrupalACT April 2012
  • Recommended payment optionsDont force customers to pay using credit card●Provide payment options, make the sale!● ● EFT (direct deposit) ● Cheque ● Paypal ● Credit card agileware.com.au * DrupalACT April 2012
  • Recurring paymentsDrupal module, http://drupal.org/uc_recurring●Maintained by this guy, Chris Hood (thanks Chris!)● ● chris@univate.com.au, http://univate.com.au agileware.com.au * DrupalACT April 2012
  • Recurring payments● Ability to set up recurring billing schedules: ● For individual products ● Entire orders (bunch of products)● Can notify customer when payment due● Or even better - bill the customer automatically if credit card details are stored (eek!)● EWAY integration utilises tokenised payments, 100% secure● Token used to bill customer, not CC stored (YAY!) agileware.com.au * DrupalACT April 2012
  • Recurring payments● Workflow overview (recurring & EWAY): 1.Customer submits order and credit card details 2.Customer details and credit card sent to EWAY 3.EWAY returns token 4.Drupal stores token with order 5.Each billing cycle, token sent to EWAY with bill amount 6.EWAY uses token to bill customer 7.EWAY returns success / fail to Drupal agileware.com.au * DrupalACT April 2012
  • Recurring payments● Watch for expiring credit cards, notify the customer to update their details● This modules was developed to solve this problem, http://drupal.org/project/uc_recurring_cc_notify● Automatically notifies customer agileware.com.au * DrupalACT April 2012
  • Demo● Recurring payments configuration, products and order agileware.com.au * DrupalACT April 2012
  • SecurityKeep software up to date●Disable modules not being used●Complex passwords●Do not store credit card details, at all●Dodgy hosting●Backups●SSL●Check logs and investigate errors● agileware.com.au * DrupalACT April 2012
  • Scams and fraudMerchant beware●Stolen credit cards●Dodgy orders●EWAY helps protect against fraud●Merchant diligence● agileware.com.au * DrupalACT April 2012
  • Startup and running costsPaypal reduces startup costs●●Not recommended for large transactions, best touse EFT for those (protect the margin!)Banks will charge:● ● 2% to 3% per transaction ● plus annual fee ● plus account keeping fee ● Plus plus plus... agileware.com.au * DrupalACT April 2012
  • Startup and running costsEWAY will charge● ● Annual fee (free in 1st year) ● 0.50c per transactionSSL certificate $75 to $150 per year●●Your time to process orders and update website(this does not happen automagically!) agileware.com.au * DrupalACT April 2012
  • Final thoughtsWebsite performance matters, a lot●Customers do not tolerate mistakes●Your competitor is one click away●Process refunds quickly●Verify each transaction is legitimate●Treat security seriously●Optimising the user experience does work●Automate and monitor what you can● agileware.com.au * DrupalACT April 2012
  • Questions? agileware.com.au * DrupalACT April 2012