CBSubs™ beyond Memberships and ACL




      Overview Presentation (02-11-2011)
Presentation Agenda
   Membership site features
   CBSubs™ Overview
   Quick demo – look and feel
   More information / questions ?




                            Joomlapolis - 2011   2
Membership site features
        A membership site may/should:
            … support membership plan subscriptions (paid or free, validity
             period, recurring or not, trial period or not, etc.)
            … have specific site related privileges only available to
             subscribers.
            … be able to manage subscribers (plan newsletters, plan icons,
             mass emailing, etc.)




Membership software is used to either manage free membership to a website and restrict access to certain parts of the
site to those that have signed up, or manage paid membership, allowing access to premium content on a website for a
monthly or annual fee.



                                                    Joomlapolis - 2011                                                  3
CBSubs™ Overview
   CBSubs™ main characteristics:
       Clean solution – no hacks – works natively (Joomla, Mambo)
       Supports major payment organizations (PP, A.net, 2CO, etc.)
       Supports subscriptions, donations, monetary sales items
       Subscription plans highly configurable (price, duration, trials,
        recurring, sales tax, privileges, etc.)
       Powerful promotions engine with coupons and conditions
       Protect ANY CMS content (articles, components, modules,
        URL-parts, etc.) against any subscription plan without need for
        additional ACL extension
       Integration with Community Builder and major extensions
        (DOCman, Remository, AcyMailing, JAwards, JEvents,
        GroupJive, VirtueMart, etc.)

                               Joomlapolis – 2011                          4
What is CBSubs™ - expectations
                                                    !!! We needed it – we developed it !!!
        CBSubs™ …
            … is a powerful paid subscriptions membership solution with a
             built-in content protection mechanism and many integrations
             with well known Joomla extensions.
            … is a set of Community Builder plug-ins and supporting CMS
             extensions that can transform your Joomla website into a free
             or paid membership website
            … has a built-in access control mechanism that can restrict
             access to virtually any CMS content element based on specific
             membership plans.


Membership software is used to either manage free membership to a website and restrict access to certain parts of the
site to those that have signed up, or manage paid membership, allowing access to premium content on a website for a
monthly or annual fee.


                                                    Joomlapolis - 2011                                                  5
The package

   One main CB plugin
   One Joomla plugin
   One Joomla module

   18 optional
    integration plugins
   1 English language
    plugin




                          Joomlapolis - 2011   6
The documentation
 Quality
 400+ pages
 Very detailed
 Many use cases presented
 Hundreds of pictures
 Special forum for doc suggestions




                          Joomlapolis - 2011   7
Basic entities and terminology
   Payment Gateway
   Payment Organization
   Plan (subscription, donation, merchandise)
       Duration period (different first period possible)
       Grace period
       Price (different first period pricing possible)
       Auto-recurring payment
       Number of recurrences allowed (could be zero)
       Integrations (actions w. start/end of plan subscription)
   Subscription
       Start date, end date, renewal date, etc.
   Payment, status, notification, etc.

                                Joomlapolis - 2011                 8
More
       Basic entities and terminology
          Plan hierarchies
          Exclusive plans
          Upgrades
          Pro-rating




                              Joomlapolis - 2011   9
More
       Payment center
          Payment center shows nice overview of last 7 day activity:
              Number of transactions, Completed payments, New Registrations,
               Upgrades, Renewals




                                       Joomlapolis - 2011                       10
More
       Main panel




                    Joomlapolis - 2011   11
More
       Payment Gateways
          Payment gateways can be configured for Paypal
           (*), Authorize.net (*), PostFinance(Swiss), Ogone
           (International), 2CheckOut, CCBill, AlertPay, Moneris, Dumm
           y, Offline
           * Also support recurring payments




                                  Joomlapolis - 2011                     12
More
       Plans overview
          Plan overview area shows nice summary of available plans
              Easy to see plan name, exclusivity, duration and pricing, etc.




                                       Joomlapolis - 2011                       13
How content protection works
  CMS content
   published                 Control access to any CMS
                                 content element!


                                                     Components
                                                     URL-parts
  CBSubs™ bot                             Menus
   intercepts                             Modules


                          Articles
                          Categories
                          Sections

 Content blocked
  or available if
authorized by plan



                     Joomlapolis - 2011                           14
More
       Article protection
          Article teasers can be shown, but access to main content
           requires subscription.




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More
       Module protection
          Hiding a module




                             Expensive plan
                               has extra
                                                     Cheaper plan
                                module
                                                        does not




                                        Joomlapolis - 2011          16
More
       Component protection
          Even if user knows direct URL to component, CBSubs™ will
           not allow access with needed subscription.




                                  Joomlapolis - 2011                  17
More
       URL-parts protection
          Can be used to protect access to specific URL defined
           functions of a component. Example: Kunena forum
           categories!




                                   Joomlapolis - 2011              18
CBSubs™ module
   The subscription module can be used to market up-sell
    messages
                Guest                   Weekly plan
                visitor                 subscriber
               sees this                 see this




                            Joomlapolis - 2011              19
How integration works

         • Component needs to be installed (e.g., DOCman)
         • Component configuration (e.g., DOCman groups created and
  A        documents uploaded)


         • CBSubs™ integration plugin needs to be installed (e.g.,
           cbplug_int_cbsubsdocman-E.zip) and published
  B
         • CBSubs™ plan integration area must be configured as per use case.
         • Subscription action (start / end) will trigger relevant integration
  C        action.




   Included integration plugins: CB Fields, GroupJive, DOCman,
   Remository, Jawards, Jevents, Alphauserpoints, idevaffiliate, pap4.


                                   Joomlapolis - 2011                            20
More
       How integration works
          CBSubs™ plan subscriber will be automatically added to 2
           DOCman groups when subscription starts and will be
           automatically removed when subscription ends.




                                   Joomlapolis - 2011                 21
More
       How integration works
          Of course we can verify this in DOCman backend …




                                  Joomlapolis - 2011          22
More
       SQL integration
          In order to support more integration CBSubs™ has a SQL
           action integration plugin included in the package. This plugin
           is used to execute specific SQL statements for each member
           when his/her subscription starts and ends.
          This is a very powerful tool and must be used with care.
          CBSubs™ forums already have many SQL statements to
           integrate with Joomla extensions at the database level:
              SOBI, Mosets Trees, Acajoom newsletter, AcyMailing
               newsletter, Agora forum, JoomGallery




                                     Joomlapolis - 2011                     23
More
       URL integration
          There are cases where SQL actions will not suffice to
           accomplish out integration needs. The URL integration plugin
           will automatically execute a specific URLs when specific
           subscription actions take place.

               First subscription
                                  • http://www.mysite.com/insert.php?username=[username]
                   activation

                 Subscription
                                  • http://www.mysite.com/renew.php?username=[username]
                   renewal

                 Subscription
                                  • http://www.mysite.com/deactivate.php?username=[username]
                 deactivation

                 Subscription
                                  • http://www.mysite.com/expire.php?username=[usrename]
                  expiration




                                             Joomlapolis - 2011                                24
More
       CB Tabs / Fields protection
          Specify who sees what, where and when!

                                                        Must be a Plan B
                Must be a Plan A
                                                       subscriber to see a
               subscriber to see a
                                                         CB field / tab in
              specific CB field/tab
                                                         someone else’s
                  in his profile
                                                              profile




                                      Joomlapolis - 2011                     25
Architecture


                         Membership
                         Management




               CBSubs™


                                  Community
                                    Builder




                    Joomlapolis - 2011        26
More
           Architecture




                                                                    CBSubs™
  Joomla




                            Joomla Extensions
           • Joomla 1.0.X                       •   CB                        •   Settings
           • Joomla 1.5.X                       •   DOCman                    •   Currency             CBSubs™
           • Joomla 1.6.?                       •   Remository                •   Gateways                       • Privileges
                                                •   Jawards                   •   Plans
                                                                                                        Plan A
                                                •   Jevents                   •   Baskets
                                                •   VirtuMart                 •   Payments
                                                •   GroupJive                 •   Notifications        CBSubs™
                                                •   Alphapoints               •   Subscriptions                  • Privileges
                                                •   Pap4                      •   Donations             Plan B
                                                •   Idevaffiliate             •   Merchandise
                                                •   AcyMailing                •   Statistics
                                                •   SOBI                      •   History log
                                                •   Mostrees                                           CBSubs™
                                                •   JoomGallery
                                                                                                                 • Privileges
                                                                                                        Plan C
                                                •   Kunena
                                                •   many more




                                                                                  Joomlapolis - 2011                            27
More
       Community Builder™ vs. CBSubs™




                      Joomlapolis - 2011   28
Quick demo – look and feel
   Main points
     Backend overview
     CB user manager additions (filtering, subscription tab)
     Content Protection examples
            Article access
            Download privileges
            Module hiding
            Component access
            URL-parts
       CB field/tab protection examples
            Hide/show CB field/tab based on owner subscription and viewer
             subscription



                                   Joomlapolis - 2011                        29
More info – questions?
   Commercial licensed product
   Joomlapolis area for CBSubs™:
    www.joomlapolis.com/cb-solutions/cbsubs
   Joomlapolis presales area:
    www.joomlapolis.com/forum/87-presales
   CBSubs demo site:
    cbsubs1.cbdemosites.com/




                          Joomlapolis - 2011   30

Cb subs membership-sites

  • 1.
    CBSubs™ beyond Membershipsand ACL Overview Presentation (02-11-2011)
  • 2.
    Presentation Agenda  Membership site features  CBSubs™ Overview  Quick demo – look and feel  More information / questions ? Joomlapolis - 2011 2
  • 3.
    Membership site features  A membership site may/should:  … support membership plan subscriptions (paid or free, validity period, recurring or not, trial period or not, etc.)  … have specific site related privileges only available to subscribers.  … be able to manage subscribers (plan newsletters, plan icons, mass emailing, etc.) Membership software is used to either manage free membership to a website and restrict access to certain parts of the site to those that have signed up, or manage paid membership, allowing access to premium content on a website for a monthly or annual fee. Joomlapolis - 2011 3
  • 4.
    CBSubs™ Overview  CBSubs™ main characteristics:  Clean solution – no hacks – works natively (Joomla, Mambo)  Supports major payment organizations (PP, A.net, 2CO, etc.)  Supports subscriptions, donations, monetary sales items  Subscription plans highly configurable (price, duration, trials, recurring, sales tax, privileges, etc.)  Powerful promotions engine with coupons and conditions  Protect ANY CMS content (articles, components, modules, URL-parts, etc.) against any subscription plan without need for additional ACL extension  Integration with Community Builder and major extensions (DOCman, Remository, AcyMailing, JAwards, JEvents, GroupJive, VirtueMart, etc.) Joomlapolis – 2011 4
  • 5.
    What is CBSubs™- expectations !!! We needed it – we developed it !!!  CBSubs™ …  … is a powerful paid subscriptions membership solution with a built-in content protection mechanism and many integrations with well known Joomla extensions.  … is a set of Community Builder plug-ins and supporting CMS extensions that can transform your Joomla website into a free or paid membership website  … has a built-in access control mechanism that can restrict access to virtually any CMS content element based on specific membership plans. Membership software is used to either manage free membership to a website and restrict access to certain parts of the site to those that have signed up, or manage paid membership, allowing access to premium content on a website for a monthly or annual fee. Joomlapolis - 2011 5
  • 6.
    The package  One main CB plugin  One Joomla plugin  One Joomla module  18 optional integration plugins  1 English language plugin Joomlapolis - 2011 6
  • 7.
    The documentation  Quality 400+ pages  Very detailed  Many use cases presented  Hundreds of pictures  Special forum for doc suggestions Joomlapolis - 2011 7
  • 8.
    Basic entities andterminology  Payment Gateway  Payment Organization  Plan (subscription, donation, merchandise)  Duration period (different first period possible)  Grace period  Price (different first period pricing possible)  Auto-recurring payment  Number of recurrences allowed (could be zero)  Integrations (actions w. start/end of plan subscription)  Subscription  Start date, end date, renewal date, etc.  Payment, status, notification, etc. Joomlapolis - 2011 8
  • 9.
    More Basic entities and terminology  Plan hierarchies  Exclusive plans  Upgrades  Pro-rating Joomlapolis - 2011 9
  • 10.
    More Payment center  Payment center shows nice overview of last 7 day activity:  Number of transactions, Completed payments, New Registrations, Upgrades, Renewals Joomlapolis - 2011 10
  • 11.
    More Main panel Joomlapolis - 2011 11
  • 12.
    More Payment Gateways  Payment gateways can be configured for Paypal (*), Authorize.net (*), PostFinance(Swiss), Ogone (International), 2CheckOut, CCBill, AlertPay, Moneris, Dumm y, Offline * Also support recurring payments Joomlapolis - 2011 12
  • 13.
    More Plans overview  Plan overview area shows nice summary of available plans  Easy to see plan name, exclusivity, duration and pricing, etc. Joomlapolis - 2011 13
  • 14.
    How content protectionworks CMS content published Control access to any CMS content element! Components URL-parts CBSubs™ bot Menus intercepts Modules Articles Categories Sections Content blocked or available if authorized by plan Joomlapolis - 2011 14
  • 15.
    More Article protection  Article teasers can be shown, but access to main content requires subscription. Joomlapolis - 2011 15
  • 16.
    More Module protection  Hiding a module Expensive plan has extra Cheaper plan module does not Joomlapolis - 2011 16
  • 17.
    More Component protection  Even if user knows direct URL to component, CBSubs™ will not allow access with needed subscription. Joomlapolis - 2011 17
  • 18.
    More URL-parts protection  Can be used to protect access to specific URL defined functions of a component. Example: Kunena forum categories! Joomlapolis - 2011 18
  • 19.
    CBSubs™ module  The subscription module can be used to market up-sell messages Guest Weekly plan visitor subscriber sees this see this Joomlapolis - 2011 19
  • 20.
    How integration works • Component needs to be installed (e.g., DOCman) • Component configuration (e.g., DOCman groups created and A documents uploaded) • CBSubs™ integration plugin needs to be installed (e.g., cbplug_int_cbsubsdocman-E.zip) and published B • CBSubs™ plan integration area must be configured as per use case. • Subscription action (start / end) will trigger relevant integration C action. Included integration plugins: CB Fields, GroupJive, DOCman, Remository, Jawards, Jevents, Alphauserpoints, idevaffiliate, pap4. Joomlapolis - 2011 20
  • 21.
    More How integration works  CBSubs™ plan subscriber will be automatically added to 2 DOCman groups when subscription starts and will be automatically removed when subscription ends. Joomlapolis - 2011 21
  • 22.
    More How integration works  Of course we can verify this in DOCman backend … Joomlapolis - 2011 22
  • 23.
    More SQL integration  In order to support more integration CBSubs™ has a SQL action integration plugin included in the package. This plugin is used to execute specific SQL statements for each member when his/her subscription starts and ends.  This is a very powerful tool and must be used with care.  CBSubs™ forums already have many SQL statements to integrate with Joomla extensions at the database level:  SOBI, Mosets Trees, Acajoom newsletter, AcyMailing newsletter, Agora forum, JoomGallery Joomlapolis - 2011 23
  • 24.
    More URL integration  There are cases where SQL actions will not suffice to accomplish out integration needs. The URL integration plugin will automatically execute a specific URLs when specific subscription actions take place. First subscription • http://www.mysite.com/insert.php?username=[username] activation Subscription • http://www.mysite.com/renew.php?username=[username] renewal Subscription • http://www.mysite.com/deactivate.php?username=[username] deactivation Subscription • http://www.mysite.com/expire.php?username=[usrename] expiration Joomlapolis - 2011 24
  • 25.
    More CB Tabs / Fields protection  Specify who sees what, where and when! Must be a Plan B Must be a Plan A subscriber to see a subscriber to see a CB field / tab in specific CB field/tab someone else’s in his profile profile Joomlapolis - 2011 25
  • 26.
    Architecture Membership Management CBSubs™ Community Builder Joomlapolis - 2011 26
  • 27.
    More Architecture CBSubs™ Joomla Joomla Extensions • Joomla 1.0.X • CB • Settings • Joomla 1.5.X • DOCman • Currency CBSubs™ • Joomla 1.6.? • Remository • Gateways • Privileges • Jawards • Plans Plan A • Jevents • Baskets • VirtuMart • Payments • GroupJive • Notifications CBSubs™ • Alphapoints • Subscriptions • Privileges • Pap4 • Donations Plan B • Idevaffiliate • Merchandise • AcyMailing • Statistics • SOBI • History log • Mostrees CBSubs™ • JoomGallery • Privileges Plan C • Kunena • many more Joomlapolis - 2011 27
  • 28.
    More Community Builder™ vs. CBSubs™ Joomlapolis - 2011 28
  • 29.
    Quick demo –look and feel  Main points  Backend overview  CB user manager additions (filtering, subscription tab)  Content Protection examples  Article access  Download privileges  Module hiding  Component access  URL-parts  CB field/tab protection examples  Hide/show CB field/tab based on owner subscription and viewer subscription Joomlapolis - 2011 29
  • 30.
    More info –questions?  Commercial licensed product  Joomlapolis area for CBSubs™: www.joomlapolis.com/cb-solutions/cbsubs  Joomlapolis presales area: www.joomlapolis.com/forum/87-presales  CBSubs demo site: cbsubs1.cbdemosites.com/ Joomlapolis - 2011 30