SlideShare a Scribd company logo
1 of 29
Download to read offline
1
BUILDING POWERFUL
SUBSCRIPTION SITES
THAT SCALE
BEN MAY & ADRIAN O’HAGAN
WordCamp Sydney 2019 #WCSYD
2
Subscription
RISE OF THE SUBSCRIPTION ECONOMY
noun
an amount of money that you pay regularly
to receive a product or service.
See also: Membership
3
Scale
RISE OF THE SUBSCRIPTION ECONOMY
verb
Technical scaling: database size,
performance, infrastructure
Business scaling: customer support,
subscription manager, product manager
4
EARLY DIGITAL SUBSCRIPTION ADOPTERS
1999 2008
5
6
It's predicted that in the next couple
of years, 70 per cent of Australian
businesses will offer products via
subscription.
“ “
7
Digital
Subscription
RISE OF THE SUBSCRIPTION ECONOMY
Allow a user to login
Restrict access to something
(eg. content); often by means of
payment
8
Digital Publisher
Revenue Focus
2019
WHICH REVENUE STREAM IS MOST
IMPORTANT FOR 2019?
Subscriptions making up more than Display
advertising (27%), Native advertising (8%) and all
other kinds of revenue streams for digital
publishers.
52%
Source: Digital leaders survey 2019
9
Subscriptions in Digital Publishing
KNOWN USER PROFILING &
PERSONALISATION
PAYWALLS AND
REVENUE DIVERSIFICATION
10
Subscriptions with
WordPress
SCALABILITY
Large sites with anywhere from a couple
thousand to tens of thousands of people
logged in.
STRUCTURE
Robust architecture that’s easy to collaborate
on and extend as required.
BUSINESS AUTONOMY
Product people don’t need development
teams to make basic changes.
11
Ways to do this in WordPress
MICROSERVICE ARCHITECTURE
Build out an external application in another
framework/language/etc. and integrate.
SaaS SOLUTION
Find a software-as-a-service vendor and
integrate.
4
3
OFF THE SHELF PLUGIN
Finding one (or many) plugins and configure
them to work.
BUILD A PLUGIN
Write your own bespoke plugin that handles
everything.
2
1
12
Off the shelf
Plugin
OFTEN FASTEST, BUT BEWARE LONG TERM
Often more than just one plugin. Creates long
term maintenance and co-dependency risks.
Often hard to test & document. Complicated
business model for clients / team to
understand. Hard to debug performance
issues.
13
Bespoke
Plugin
FLEXIBLE, LONG TERM INVESTMENT
Lots of flexibility. Long term investment and
commitment to maintaining. EG, keeping
payment gateway API up to date. Development
budget used up in “boring” features.
14
Microservice
Architecture
HIGHER LONG-TERM INVESTMENT
Same risks as a bespoke plugin, except
introduction of technical debt / foreign
frameworks.
15
Integrate a
SaaS Solution
RAPID DEPLOYMENT, LESS DEVELOPMENT
A great choice for business wanting to have a
robust enterprise grade subscription platform
without having to build one.
16
17
18
FINDING A PLATFORM
Key things we looked out for
DEVELOPER FRIENDLY
PAYMENT PROCESSING & FINANCE
MEMBERSHIP & PLAN HANDLING
ACCESS TO DATA & REPORTING
19
PAYMENT PROCESSING & FINANCE
PROMOTION OPTIONS
Refers to a good or service being offered by
a company ideally a product
FLEXIBLE PAYMENTS
Weekly, Monthly, Annually – the ability to
have flexible recurring or one time
payments.
WHITE LABEL
It should not look as though you’ve left the
website.
COUPON MANAGEMENT
Refers to a good or service being offered by
a company ideally a product
INVOICE GENERATION
Generate invoices for subscribers &
integrate with internal billing systems
20
MEMBERSHIP & PLAN HANDLING
REMINDERS
MEMBERSHIP LEVELS
PLANS ACCESS RULES
TRANSACTIONAL
EMAILS
TRIAL PERIODS
CHANGE USER
EMAIL ADDRESS
SWITCH PLANS /
FREQUENCY
UNIQUE REGISTRATION
PAGES PAUSE / RESUME
21
ACCESS TO DATA & REPORTING
ACCESS RAW
DATA VIA API
TRIAL
CONVERSIONS
NEW
SUBSCRIBERS
REVENUE
FORECASTING
USER UPGRADES
& DOWNGRADES
CHANGE USER
EMAIL ADDRESS
SUBSCRIBER
CHURN
REVENUE
RETENTION
REVENUE
BREAKDOWN
22
DEVELOPER FRIENDLY
SOLID API & DOCS
Vital for developers to be
able to customise the
integration
ABILITY TO CONFIGURE
Ability to configure system
to suit custom business
requirements
OUT OF THE BOX TOOLS
Simple tools that help get
you started quickly
23
COSTS & CONTRACTS
SaaS Vendors can charge in several ways. Is
there a cost per transaction? Base Cost?
Additional Payment gateway costs? Cost
reductions for contract terms, pros & cons.
SUPPORT
This is a vital component to your product.
What is the support model? Chat / Phone /
Email? Turn-around time / SLAs. What time
zones are covered (Australia can suck!).
Dedicated account/success manager?
OTHER
CONSIDERATIONS
24
Crikey once lost the ability to take payments for
two months due to a bad payment provider
migration!
WHAT IS THE MIGRATION PLAN
FROM INCUMBENT SOLUTION?
IS THS SOLUTION DEPENDENT
ON SPECIFIC RESOURCES?
WHAT HAPPENS WHEN YOUR
PAYMENT PLATFORM FAILS?
RISKS
The wrong tool can expose you to serious risk
25
ARCHITECTING SIGN UP IN WORDPRESS
SIGN UP PAGE
PERFORM BASIC
FORM VALIDATION
CHARGIFY
CREDIT CARD
GATEWAY
API
ACCOUNTING SUITE
CREATE WP USER
STORE CHARGIFY UID
SEND WELCOME
EMAIL
26
ARCHITECTING IN WORDPRESS
UPDATES USER
STATUS BASED ON
META
CHARGIFY ATTEMPTS
RENEWAL CHARGE
CREDIT CARD
GATEWAY
PINGS WORDPRESS
WEBHOOK
ACCOUNTING SUITE
WORDPRESS JSON
API ENDPOINT
27
WHAT THEY’RE GOOD AT
MANAGING & SCALING CONTENT
MANAGING USERS & LOGIN
HIGH FREQ PAYMENT PROCESSES
NATIVE COMPLEX SUBSCRIPTION
MANAGEMENT
MANAGING TRANSACTIONAL EMAILS
HOW IT SCALES & FAULT TOLERANT
28
SUMMARY
4 SaaS INTEGRATION
3 MICROSERVICE APPROACH
2 BESPOKE PLUGIN
1 OFF THE SHELF PLUGIN
29
THANK YOU
QUESTIONS?

More Related Content

What's hot

Blue Shield of CA Revolutionizes its Portal Environment on IBM PureApplicatio...
Blue Shield of CA Revolutionizes its Portal Environment on IBM PureApplicatio...Blue Shield of CA Revolutionizes its Portal Environment on IBM PureApplicatio...
Blue Shield of CA Revolutionizes its Portal Environment on IBM PureApplicatio...
Perficient, Inc.
 

What's hot (20)

ServiceNow Store Growth from Knowledge15 to Knowledge18
ServiceNow Store Growth from Knowledge15 to Knowledge18ServiceNow Store Growth from Knowledge15 to Knowledge18
ServiceNow Store Growth from Knowledge15 to Knowledge18
 
The Digital Insurer Award - Sun Life
The Digital Insurer Award - Sun LifeThe Digital Insurer Award - Sun Life
The Digital Insurer Award - Sun Life
 
Premium calculation process automation for an insurance industry leader niv...
Premium calculation process automation for an insurance industry leader   niv...Premium calculation process automation for an insurance industry leader   niv...
Premium calculation process automation for an insurance industry leader niv...
 
TDI Startup Insurtech Award - Smart force customer-Sudesi
TDI Startup Insurtech Award - Smart force customer-SudesiTDI Startup Insurtech Award - Smart force customer-Sudesi
TDI Startup Insurtech Award - Smart force customer-Sudesi
 
What is No-Code/Low-Code App Development and Why Should Your Business Care?
What is No-Code/Low-Code App Development and Why Should Your Business Care?What is No-Code/Low-Code App Development and Why Should Your Business Care?
What is No-Code/Low-Code App Development and Why Should Your Business Care?
 
The Digital Insurer Award 2021- FWD (eKYC)
The Digital Insurer Award 2021- FWD (eKYC)The Digital Insurer Award 2021- FWD (eKYC)
The Digital Insurer Award 2021- FWD (eKYC)
 
Best Practices for Rating and Policy Administration System Replacement
Best Practices for Rating and Policy Administration System ReplacementBest Practices for Rating and Policy Administration System Replacement
Best Practices for Rating and Policy Administration System Replacement
 
DZone’s 2016 Guide To Building And Deploying Applications In The Cloud
DZone’s 2016 Guide To Building And Deploying Applications In The CloudDZone’s 2016 Guide To Building And Deploying Applications In The Cloud
DZone’s 2016 Guide To Building And Deploying Applications In The Cloud
 
[WSO2 Summit APAC 2020] Digital Transformation: Lending and Customer-Centricity
[WSO2 Summit APAC 2020] Digital Transformation: Lending and Customer-Centricity[WSO2 Summit APAC 2020] Digital Transformation: Lending and Customer-Centricity
[WSO2 Summit APAC 2020] Digital Transformation: Lending and Customer-Centricity
 
CRM in HDFC Bank
CRM in HDFC BankCRM in HDFC Bank
CRM in HDFC Bank
 
SafeNet EMS Showcase: Today's Evolving Licensing Landscape
SafeNet EMS Showcase: Today's Evolving Licensing LandscapeSafeNet EMS Showcase: Today's Evolving Licensing Landscape
SafeNet EMS Showcase: Today's Evolving Licensing Landscape
 
SafeNet EMS Showcase: Ingredients for an Evolution
SafeNet EMS Showcase: Ingredients for an EvolutionSafeNet EMS Showcase: Ingredients for an Evolution
SafeNet EMS Showcase: Ingredients for an Evolution
 
Intelligent automation appian sathya srinmivasan cwin18-utrecht
Intelligent automation appian sathya srinmivasan cwin18-utrechtIntelligent automation appian sathya srinmivasan cwin18-utrecht
Intelligent automation appian sathya srinmivasan cwin18-utrecht
 
The Digital Innovation Award - Veriday
The Digital Innovation Award - VeridayThe Digital Innovation Award - Veriday
The Digital Innovation Award - Veriday
 
Project Management Tools Native on the Salesforce Platform
Project Management Tools Native on the Salesforce PlatformProject Management Tools Native on the Salesforce Platform
Project Management Tools Native on the Salesforce Platform
 
The Digital Insurer Award - MSIG Insurance (Hong Kong) Limited
The Digital Insurer Award - MSIG Insurance (Hong Kong) LimitedThe Digital Insurer Award - MSIG Insurance (Hong Kong) Limited
The Digital Insurer Award - MSIG Insurance (Hong Kong) Limited
 
Reshape your digital transformation strategy using low code platforms
Reshape your digital transformation strategy using low code platformsReshape your digital transformation strategy using low code platforms
Reshape your digital transformation strategy using low code platforms
 
The Digital Innovation Award - Ignatica
The Digital Innovation Award - IgnaticaThe Digital Innovation Award - Ignatica
The Digital Innovation Award - Ignatica
 
Blue Shield of CA Revolutionizes its Portal Environment on IBM PureApplicatio...
Blue Shield of CA Revolutionizes its Portal Environment on IBM PureApplicatio...Blue Shield of CA Revolutionizes its Portal Environment on IBM PureApplicatio...
Blue Shield of CA Revolutionizes its Portal Environment on IBM PureApplicatio...
 
Dexter + Chaney
Dexter + ChaneyDexter + Chaney
Dexter + Chaney
 

Similar to Building Subscription sites in WordPress

CWIN17 san francisco-al liubinskas- api amplification v4
CWIN17 san francisco-al liubinskas- api amplification v4CWIN17 san francisco-al liubinskas- api amplification v4
CWIN17 san francisco-al liubinskas- api amplification v4
Capgemini
 
addressing-need-based-consumerism-for-cloud-services
addressing-need-based-consumerism-for-cloud-servicesaddressing-need-based-consumerism-for-cloud-services
addressing-need-based-consumerism-for-cloud-services
Robert Bates
 
FY15-1734_Cognizant_subscription_model_solution_brief_v4
FY15-1734_Cognizant_subscription_model_solution_brief_v4FY15-1734_Cognizant_subscription_model_solution_brief_v4
FY15-1734_Cognizant_subscription_model_solution_brief_v4
dipesh biswas
 

Similar to Building Subscription sites in WordPress (20)

Five Steps to Recession Proof your FinOps Tech Stack.pptx
Five Steps to Recession Proof your FinOps Tech Stack.pptxFive Steps to Recession Proof your FinOps Tech Stack.pptx
Five Steps to Recession Proof your FinOps Tech Stack.pptx
 
Growing Interest in Cloud Based Digital Experiences -- An IDC and IBM Digital...
Growing Interest in Cloud Based Digital Experiences -- An IDC and IBM Digital...Growing Interest in Cloud Based Digital Experiences -- An IDC and IBM Digital...
Growing Interest in Cloud Based Digital Experiences -- An IDC and IBM Digital...
 
CA View® and CA Deliver™ – Product Overview
CA View® and CA Deliver™ – Product OverviewCA View® and CA Deliver™ – Product Overview
CA View® and CA Deliver™ – Product Overview
 
PKF Open APIs Future in Payments
PKF Open APIs Future in PaymentsPKF Open APIs Future in Payments
PKF Open APIs Future in Payments
 
Which APIs? which business models - A real-world guide for African banks.
Which APIs? which business models - A real-world guide for African banks.Which APIs? which business models - A real-world guide for African banks.
Which APIs? which business models - A real-world guide for African banks.
 
Which APIs Which Business Models - A Real-World Guide for Bangladesh Banks
Which APIs Which Business Models - A Real-World Guide for Bangladesh BanksWhich APIs Which Business Models - A Real-World Guide for Bangladesh Banks
Which APIs Which Business Models - A Real-World Guide for Bangladesh Banks
 
Which ap is which business models_ a real-world guide for banks in sri lanka
Which ap is  which business models_ a real-world guide for banks in sri lankaWhich ap is  which business models_ a real-world guide for banks in sri lanka
Which ap is which business models_ a real-world guide for banks in sri lanka
 
Introduction to CollectPro
Introduction to CollectProIntroduction to CollectPro
Introduction to CollectPro
 
Clickability Cut Costs Increase Revenue
Clickability Cut Costs Increase RevenueClickability Cut Costs Increase Revenue
Clickability Cut Costs Increase Revenue
 
How to Choose the Right CRE Technology Partner Webinar.pdf
How to Choose the Right CRE Technology Partner Webinar.pdfHow to Choose the Right CRE Technology Partner Webinar.pdf
How to Choose the Right CRE Technology Partner Webinar.pdf
 
APIdays Singapore 2019 - Securing Value in API Ecosystems, Ajay Biyani, Head ...
APIdays Singapore 2019 - Securing Value in API Ecosystems, Ajay Biyani, Head ...APIdays Singapore 2019 - Securing Value in API Ecosystems, Ajay Biyani, Head ...
APIdays Singapore 2019 - Securing Value in API Ecosystems, Ajay Biyani, Head ...
 
CWIN17 san francisco-al liubinskas- api amplification v4
CWIN17 san francisco-al liubinskas- api amplification v4CWIN17 san francisco-al liubinskas- api amplification v4
CWIN17 san francisco-al liubinskas- api amplification v4
 
addressing-need-based-consumerism-for-cloud-services
addressing-need-based-consumerism-for-cloud-servicesaddressing-need-based-consumerism-for-cloud-services
addressing-need-based-consumerism-for-cloud-services
 
FY15-1734_Cognizant_subscription_model_solution_brief_v4
FY15-1734_Cognizant_subscription_model_solution_brief_v4FY15-1734_Cognizant_subscription_model_solution_brief_v4
FY15-1734_Cognizant_subscription_model_solution_brief_v4
 
SAP Cloud for Insurance Partner
SAP Cloud for Insurance PartnerSAP Cloud for Insurance Partner
SAP Cloud for Insurance Partner
 
Customer Success. The biggest consulting industry you’ve never heard of.
Customer Success. The biggest consulting industry you’ve never heard of.Customer Success. The biggest consulting industry you’ve never heard of.
Customer Success. The biggest consulting industry you’ve never heard of.
 
T Bytes Digital customer experience
T Bytes Digital customer experienceT Bytes Digital customer experience
T Bytes Digital customer experience
 
INTERFACE, by apidays - Building trust in Open Finance
INTERFACE, by apidays - Building trust in Open FinanceINTERFACE, by apidays - Building trust in Open Finance
INTERFACE, by apidays - Building trust in Open Finance
 
Digital business initiative for communications providers
Digital business initiative for communications providersDigital business initiative for communications providers
Digital business initiative for communications providers
 
Cloud books presentation(2)
Cloud books presentation(2)Cloud books presentation(2)
Cloud books presentation(2)
 

Recently uploaded

Breaking Down the Flutterwave Scandal What You Need to Know.pdf
Breaking Down the Flutterwave Scandal What You Need to Know.pdfBreaking Down the Flutterwave Scandal What You Need to Know.pdf
Breaking Down the Flutterwave Scandal What You Need to Know.pdf
UK Journal
 

Recently uploaded (20)

TEST BANK For, Information Technology Project Management 9th Edition Kathy Sc...
TEST BANK For, Information Technology Project Management 9th Edition Kathy Sc...TEST BANK For, Information Technology Project Management 9th Edition Kathy Sc...
TEST BANK For, Information Technology Project Management 9th Edition Kathy Sc...
 
Optimizing NoSQL Performance Through Observability
Optimizing NoSQL Performance Through ObservabilityOptimizing NoSQL Performance Through Observability
Optimizing NoSQL Performance Through Observability
 
Easier, Faster, and More Powerful – Notes Document Properties Reimagined
Easier, Faster, and More Powerful – Notes Document Properties ReimaginedEasier, Faster, and More Powerful – Notes Document Properties Reimagined
Easier, Faster, and More Powerful – Notes Document Properties Reimagined
 
Salesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone KomSalesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
Salesforce Adoption – Metrics, Methods, and Motivation, Antone Kom
 
Secure Zero Touch enabled Edge compute with Dell NativeEdge via FDO _ Brad at...
Secure Zero Touch enabled Edge compute with Dell NativeEdge via FDO _ Brad at...Secure Zero Touch enabled Edge compute with Dell NativeEdge via FDO _ Brad at...
Secure Zero Touch enabled Edge compute with Dell NativeEdge via FDO _ Brad at...
 
Intro in Product Management - Коротко про професію продакт менеджера
Intro in Product Management - Коротко про професію продакт менеджераIntro in Product Management - Коротко про професію продакт менеджера
Intro in Product Management - Коротко про професію продакт менеджера
 
Using IESVE for Room Loads Analysis - UK & Ireland
Using IESVE for Room Loads Analysis - UK & IrelandUsing IESVE for Room Loads Analysis - UK & Ireland
Using IESVE for Room Loads Analysis - UK & Ireland
 
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdfThe Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
The Value of Certifying Products for FDO _ Paul at FIDO Alliance.pdf
 
TopCryptoSupers 12thReport OrionX May2024
TopCryptoSupers 12thReport OrionX May2024TopCryptoSupers 12thReport OrionX May2024
TopCryptoSupers 12thReport OrionX May2024
 
ECS 2024 Teams Premium - Pretty Secure
ECS 2024   Teams Premium - Pretty SecureECS 2024   Teams Premium - Pretty Secure
ECS 2024 Teams Premium - Pretty Secure
 
Breaking Down the Flutterwave Scandal What You Need to Know.pdf
Breaking Down the Flutterwave Scandal What You Need to Know.pdfBreaking Down the Flutterwave Scandal What You Need to Know.pdf
Breaking Down the Flutterwave Scandal What You Need to Know.pdf
 
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
ASRock Industrial FDO Solutions in Action for Industrial Edge AI _ Kenny at A...
 
Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...
Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...
Choosing the Right FDO Deployment Model for Your Application _ Geoffrey at In...
 
WebAssembly is Key to Better LLM Performance
WebAssembly is Key to Better LLM PerformanceWebAssembly is Key to Better LLM Performance
WebAssembly is Key to Better LLM Performance
 
Linux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdf
Linux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdfLinux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdf
Linux Foundation Edge _ Overview of FDO Software Components _ Randy at Intel.pdf
 
How we scaled to 80K users by doing nothing!.pdf
How we scaled to 80K users by doing nothing!.pdfHow we scaled to 80K users by doing nothing!.pdf
How we scaled to 80K users by doing nothing!.pdf
 
A Business-Centric Approach to Design System Strategy
A Business-Centric Approach to Design System StrategyA Business-Centric Approach to Design System Strategy
A Business-Centric Approach to Design System Strategy
 
Syngulon - Selection technology May 2024.pdf
Syngulon - Selection technology May 2024.pdfSyngulon - Selection technology May 2024.pdf
Syngulon - Selection technology May 2024.pdf
 
FDO for Camera, Sensor and Networking Device – Commercial Solutions from VinC...
FDO for Camera, Sensor and Networking Device – Commercial Solutions from VinC...FDO for Camera, Sensor and Networking Device – Commercial Solutions from VinC...
FDO for Camera, Sensor and Networking Device – Commercial Solutions from VinC...
 
Free and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade
Free and Effective: Making Flows Publicly Accessible, Yumi IbrahimzadeFree and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade
Free and Effective: Making Flows Publicly Accessible, Yumi Ibrahimzade
 

Building Subscription sites in WordPress

  • 1. 1 BUILDING POWERFUL SUBSCRIPTION SITES THAT SCALE BEN MAY & ADRIAN O’HAGAN WordCamp Sydney 2019 #WCSYD
  • 2. 2 Subscription RISE OF THE SUBSCRIPTION ECONOMY noun an amount of money that you pay regularly to receive a product or service. See also: Membership
  • 3. 3 Scale RISE OF THE SUBSCRIPTION ECONOMY verb Technical scaling: database size, performance, infrastructure Business scaling: customer support, subscription manager, product manager
  • 4. 4 EARLY DIGITAL SUBSCRIPTION ADOPTERS 1999 2008
  • 5. 5
  • 6. 6 It's predicted that in the next couple of years, 70 per cent of Australian businesses will offer products via subscription. “ “
  • 7. 7 Digital Subscription RISE OF THE SUBSCRIPTION ECONOMY Allow a user to login Restrict access to something (eg. content); often by means of payment
  • 8. 8 Digital Publisher Revenue Focus 2019 WHICH REVENUE STREAM IS MOST IMPORTANT FOR 2019? Subscriptions making up more than Display advertising (27%), Native advertising (8%) and all other kinds of revenue streams for digital publishers. 52% Source: Digital leaders survey 2019
  • 9. 9 Subscriptions in Digital Publishing KNOWN USER PROFILING & PERSONALISATION PAYWALLS AND REVENUE DIVERSIFICATION
  • 10. 10 Subscriptions with WordPress SCALABILITY Large sites with anywhere from a couple thousand to tens of thousands of people logged in. STRUCTURE Robust architecture that’s easy to collaborate on and extend as required. BUSINESS AUTONOMY Product people don’t need development teams to make basic changes.
  • 11. 11 Ways to do this in WordPress MICROSERVICE ARCHITECTURE Build out an external application in another framework/language/etc. and integrate. SaaS SOLUTION Find a software-as-a-service vendor and integrate. 4 3 OFF THE SHELF PLUGIN Finding one (or many) plugins and configure them to work. BUILD A PLUGIN Write your own bespoke plugin that handles everything. 2 1
  • 12. 12 Off the shelf Plugin OFTEN FASTEST, BUT BEWARE LONG TERM Often more than just one plugin. Creates long term maintenance and co-dependency risks. Often hard to test & document. Complicated business model for clients / team to understand. Hard to debug performance issues.
  • 13. 13 Bespoke Plugin FLEXIBLE, LONG TERM INVESTMENT Lots of flexibility. Long term investment and commitment to maintaining. EG, keeping payment gateway API up to date. Development budget used up in “boring” features.
  • 14. 14 Microservice Architecture HIGHER LONG-TERM INVESTMENT Same risks as a bespoke plugin, except introduction of technical debt / foreign frameworks.
  • 15. 15 Integrate a SaaS Solution RAPID DEPLOYMENT, LESS DEVELOPMENT A great choice for business wanting to have a robust enterprise grade subscription platform without having to build one.
  • 16. 16
  • 17. 17
  • 18. 18 FINDING A PLATFORM Key things we looked out for DEVELOPER FRIENDLY PAYMENT PROCESSING & FINANCE MEMBERSHIP & PLAN HANDLING ACCESS TO DATA & REPORTING
  • 19. 19 PAYMENT PROCESSING & FINANCE PROMOTION OPTIONS Refers to a good or service being offered by a company ideally a product FLEXIBLE PAYMENTS Weekly, Monthly, Annually – the ability to have flexible recurring or one time payments. WHITE LABEL It should not look as though you’ve left the website. COUPON MANAGEMENT Refers to a good or service being offered by a company ideally a product INVOICE GENERATION Generate invoices for subscribers & integrate with internal billing systems
  • 20. 20 MEMBERSHIP & PLAN HANDLING REMINDERS MEMBERSHIP LEVELS PLANS ACCESS RULES TRANSACTIONAL EMAILS TRIAL PERIODS CHANGE USER EMAIL ADDRESS SWITCH PLANS / FREQUENCY UNIQUE REGISTRATION PAGES PAUSE / RESUME
  • 21. 21 ACCESS TO DATA & REPORTING ACCESS RAW DATA VIA API TRIAL CONVERSIONS NEW SUBSCRIBERS REVENUE FORECASTING USER UPGRADES & DOWNGRADES CHANGE USER EMAIL ADDRESS SUBSCRIBER CHURN REVENUE RETENTION REVENUE BREAKDOWN
  • 22. 22 DEVELOPER FRIENDLY SOLID API & DOCS Vital for developers to be able to customise the integration ABILITY TO CONFIGURE Ability to configure system to suit custom business requirements OUT OF THE BOX TOOLS Simple tools that help get you started quickly
  • 23. 23 COSTS & CONTRACTS SaaS Vendors can charge in several ways. Is there a cost per transaction? Base Cost? Additional Payment gateway costs? Cost reductions for contract terms, pros & cons. SUPPORT This is a vital component to your product. What is the support model? Chat / Phone / Email? Turn-around time / SLAs. What time zones are covered (Australia can suck!). Dedicated account/success manager? OTHER CONSIDERATIONS
  • 24. 24 Crikey once lost the ability to take payments for two months due to a bad payment provider migration! WHAT IS THE MIGRATION PLAN FROM INCUMBENT SOLUTION? IS THS SOLUTION DEPENDENT ON SPECIFIC RESOURCES? WHAT HAPPENS WHEN YOUR PAYMENT PLATFORM FAILS? RISKS The wrong tool can expose you to serious risk
  • 25. 25 ARCHITECTING SIGN UP IN WORDPRESS SIGN UP PAGE PERFORM BASIC FORM VALIDATION CHARGIFY CREDIT CARD GATEWAY API ACCOUNTING SUITE CREATE WP USER STORE CHARGIFY UID SEND WELCOME EMAIL
  • 26. 26 ARCHITECTING IN WORDPRESS UPDATES USER STATUS BASED ON META CHARGIFY ATTEMPTS RENEWAL CHARGE CREDIT CARD GATEWAY PINGS WORDPRESS WEBHOOK ACCOUNTING SUITE WORDPRESS JSON API ENDPOINT
  • 27. 27 WHAT THEY’RE GOOD AT MANAGING & SCALING CONTENT MANAGING USERS & LOGIN HIGH FREQ PAYMENT PROCESSES NATIVE COMPLEX SUBSCRIPTION MANAGEMENT MANAGING TRANSACTIONAL EMAILS HOW IT SCALES & FAULT TOLERANT
  • 28. 28 SUMMARY 4 SaaS INTEGRATION 3 MICROSERVICE APPROACH 2 BESPOKE PLUGIN 1 OFF THE SHELF PLUGIN