profits theme manual 106

Copyright ProfitsTheme.com | For support, please click here

User Manual http://ProfitsTheme.com

Important: In addition to this user manual, there also training videos inside the members area. If you want to use Profits Theme (PT) to its full potential, it’s highly recommended that you also go to the members area to watch these training videos.

http://profitstheme.com/

http://www.getprofitsfast.com/support


http://profitstheme.com

http://www.getprofitsfast.com/member/profits-theme

http://www.getprofitsfast.com/member/profits-theme


Contents

Before you install profits theme 03

Profits theme installation guide 04

Profits Theme’s license activation guide 07

How to update Profits Theme 08

Intro: how to use Profits Theme 09

How to install a new Profits Theme skin 10

How to install Profits Theme headers 11

Basic guide 12

Using drag-n-drop to customize landing pages 14

How to create a squeeze page 20

How to create a sales page 26

How to create a product launch page 31

Basic membership site creation 36

Membership site settings explained 39

Building a membership site 44

Clickbank integration guide 47

Paypal integration guide 50

Wishlist integration guide 52

Digital access pass integration guide 54




Before You Install Profits Theme

Web Host Requirements For Profits Theme 1.0.x

• PHP version 5.2 + • MySQL version 4.1.x + • Apache WebServer with mod_rewrite enabled

If you are unsure whether your hosting meets these requirements, please contact your host company for confirmation.

Installing WordPress

You need WordPress version 3.0 or later to be installed on your web-host before you can run Profits Theme.

If you have no idea on how to install wordpress, here are the steps:

• Download the latest version of wordpress from wordpress.org • Read this article to learn how to install wordpress using Fantastico

(http://teamtutorials.com/web-development-tutorials/install-wordpress-using-fantastico-in-cpanel).

• Alternatively, you may also want to read this article if you prefer to install wordpress via FTP software (http://codex.wordpress.org/Installing_WordPress).



http://wordpress.org/

http://teamtutorials.com/web-development-tutorials/install-wordpress-using-fantastico-in-cpanel

http://teamtutorials.com/web-development-tutorials/install-wordpress-using-fantastico-in-cpanel

http://codex.wordpress.org/Installing_WordPress


Profits Theme Installation Guide

Step 1: Download & Extract

• Download the latest version of Profits Theme from this page, and save it on your computer.

• Unzip or extract the Profits Theme package using Winzip, Winrar, or 7-zip (free). • You’ll find a folder named “profitstheme” inside the package. Please take note on where

you keep it.

Step 2: Login To Your Host Using FTP

You can use an ftp program called Filezilla (recommended). If you don’t have it, you can download it from http://filezilla-project.org/

• Open Filezilla and go to File -> Site Manager. A dialog box will open. • You may skip this step, and go to step 3 if you know how to connect to your host using

filezilla. If you don’t, please click the New Site button. • Look for the General tab and fill up the form with your ftp login information. • Type your host/domain name on the host field (e.g. yourdomain.com). • Choose “Normal” for the Logon type. • Type your ftp username and password. • Hit Connect.

Step 3: Locate Your WordPress Installation Directory

• Once you’re logged in to your host using ftp, you have to find a directory where you installed all the wordpress files (look for the Remote site on the right).

• Inside the wordpress installation directory, there are more directories. Please

open/double-click the “wp-content” directory. • Open/double-click the “themes” directory.



http://www.7-zip.org/download.html

http://filezilla-project.org/


Step 4: Uploading Profits Theme

• Find the “profitstheme” folder, which you’ve unzipped/extracted earlier on the Local site section on the left.

• Right click the “profitstheme” folder and choose Upload. • This process may take a while so you may want to do some other things until it has

finished uploading.

Step 5: Activating and Registering Profits Theme

• Login to your wordpress admin and choose Appearance -> Themes from the sidebar navigation.

• Choose “Profits Theme” and click Activate. • In order to use Profits Theme, you need to activate your license. Go to this page to get

your license. • On the sidebar navigation on the left, find the new menu and choose Profits Theme ->

Activation. • You will be brought to the activation page. Once you there, just fill the form with your

registration information.

Step 6: File and Directory Permission Settings (optional)

You don’t normally have to do this step. On some web-hosts, however, you’ll need to set the permission settings for some directories and files. Otherwise, you might not be able to experience the full benefits of Profits Theme.

The first thing to do is to look at the top of your wordpress admin page. See if there are some warning messages like this:



http://www.getprofitsfast.com/member/profits-theme/?page_id=6


If you don’t see any warning, then you may skip this step and start using Profits Theme. Otherwise, please follow these steps:

• Login to your web host using filezilla and go to wp-content/themes/profitstheme/. • Inside the “profitstheme” directory, look for the directory(s) and/or file(s) that the

permission needs to be changed (to know which directory(s) and/or file(s), see the warnings on your wp dashboard).

• Right click the respective file/directory, and choose File Attributes. A dialog box will open.

• Look for the Numeric Value field. If it’s a folder, type “777″ and click “OK.” If it’s a file (usually a .css file), then type “666″ and click “OK.”

• Do the steps above for all the directorie(s) and/or file(s) that the permission need to be changed.




Profits Theme's License Activation Guide

Before you can use Profits Theme, you need to enter your API key for each and every installation of Profits Theme. You can get your API key from this page. Please note that you only have 1 API key and you can use this 1 API key for all your installations of Profits Theme.

Step 1: Generate a Serial Key

• Choose “Get License” from the top menu in the members area or click here. • Type the domain name that you want to register. Please note that you need to type the

correct domain name. For example, www.yourdomain.com and yourdomain.com are treated as separate domains, and so does sub.yourdomain.com. So please be careful when you type your domain name.To find out the correct domain name setting, look at your browser’s address bar when you’re log on to your WP Dashboard.Is it http://yourdomain.com or http://www.yourdomain.com ?Another way to find out is to go to Settings -> General on your WP Dashboard and look for the “WordPress address (URL)” setting.

• Next you need to enter ALL the domains that you will install Profits Theme on, into the domains form provided.

Step 2: Activate Your PT License

• Login to your WP Dashboard and choose Profits Theme -> Activation from the sidebar navigation on the left.

• Type your email address and API Key into the activation form. Please note that the email address MUST BE the same with the one you see on the “Get License” page.

• Click the “Activate Now” button.






How To Update Profits Theme

We’ll update Profits Theme on a regular basis to make it better. Every time an update is ready, there will be an announcement in your WordPress dashboard letting you know about this.

You may choose to update profits theme automatically, or manually.

Auto Update Instructions (recommended):

• Go to Profits Theme -> Update to see if there’s a new update. • All you have to do is to click the “Update Automatically” button, and wait until it

finished. • That’s it.

Please note that some hosts are preventing the auto update system. If this the case, then you can update PT manually via FTP or cPanel

Manual Update Via cPanel:

• Download the latest version of Profits Theme from the download area. • Save it in your desktop but do NOT extract it. • Login to your cPanel, and click the “File Manager” icon. • Locate your wordpress installation directory. • In your wp installation directory, please browse to wp-content/themes/. • Click the “Upload” button, and upload the zip file containing PT update that you

downloaded earlier. • Once uploaded, select the zip file and click “Extract.”

Manual Update Via FTP:

• Download the latest version of Profits Theme from the download area. • Unzip/extract the Profits Theme package on your computer. • Open your FTP program (i.e. filezilla) and connect it with your host. • Locate the “profitstheme” directory, and overwrite the old files with the new files.




Introduction: How To Use Profits Theme

Profits Theme is a WordPress theme specifically created for internet marketers by internet marketers. It is THE solution for internet marketers who want to create professional full-blown profit sites FAST, without having technical skills (programming and designing) and incurring expensive costs.

Your precious time and money should be spent on other more important areas of your business that contributes the most to your bottom line, namely the marketing aspect of your business and building relationships with other JV partners.

Creating Landing Pages

Profits Theme can create professional landing pages, such as squeeze pages, sales pages, and even product launch pages FAST.

Building A Membership Site

You can build a fully working membership site with Profits Theme. You can also integrate Profits Theme with Clickbank, Paypal, or 3rd party wordpress plugins (e.g. Wishlist, DAP).




How To Install A New Profits Theme Skin (if you’ve bought our separate skin packages)

• Buy and download new skin(s) for Profits Theme. • Go to Profits Theme -> Update. • On some servers, you might need to insert your ftp username and password first. Don’t

worry, we will never store your ftp information. • Click browse under Install Site/Membership Skins, and choose your skin zip file. • Click the Install Skins button, and you’re done.




How To Install Profits Theme Headers (if you’ve bought our separate header packages)

• Buy and download new headers for Profits Theme. • Go to Profits Theme -> Update. • On some servers, you might have to insert your ftp username and password first. Don’t

worry, we will never store your ftp information. • Click browse under Install Headers, and choose your skin zip file. • Click the Install Headers button, and you’re done.




Basic Guide

Creating a landing page with Profits Theme is easy. It’s basically the same thing like when you create a page on wordpress.

Basic Guide on How to Create a Landing Page:

• Go to Pages -> Add New • On the Page Attributes section, choose the “PT – Landing Page” template. • To customize your landing page, use the drag n drop tools just below the WP

Visual/HTML Editor (please refer to this page in order to learn more about PT’s drag n drop tools).

• Now, You may continue to type your content just like when you creating a regular page on wordpress. Except that the page title will not be shown on your landing page. However, you still need to type some words as the page title. It will be used as the document title.

Create a Landing Page Using Page Generator

There is another way to create a landing page, which is easier. Here’s how:

• Go to Profits Theme -> Page Generator (see image below).





As you can see from the image above. You can create several types of landing pages (i.e. squeeze page, sales page, etc).

• Choose the type of page(s) that you want to create. • Hit the Generate Page(s) button, and you will be brought to the draft pages list (see

below).

• The generated page already has pre-filled content so you can edit it quickly.




Using Drag n Drop To Customize Landing Pages

Let’s take a look at one of the main feature of Profits Theme, which is the drag n drop. Using this tool, you can create any type of landing pages (i.e squeeze page, sales page, product launch page, etc) and change the look ‘n feel of your landing pages.

The Drag n Drop Interface

Explanation:

1. General Settings - The elements on the general settings cannot be dragged or dropped. This is where you can change the landing page design, change the page width, column width, header height, upload a header image, etc.

2. Top Column - This is the top area of your landing page that will be shown right under the header. You can drag any elements to this column or from this column to another column. If you want to create a single column landing page (i.e. standard sales page), just drag all the elements you need into this column, leaving the other two columns with no elements.

3. Left Column - This area will be placed after the top column and on the left side. You can drag any elements to this column if you plan to create a two-column landing page. If you leave the




top column with no elements, then this area will be placed right under the header (replacing the top column).

4. Right Column - This area will be placed after the top column and on the right side. You can drag any elements to this column if you plan to create a two-column landing page. If you leave the top column with no elements, then this area will be placed right under the header (replacing the top column).

5. Inactive Elements - All the elements reside in this box will not be used. You can drag any elements that you don’t need to this box, or you can drag any elements from this box to any of the three columns.

Using The Elements

Basically, you just need to drag n drop the elements you needed to any column area with your mouse. You may also throw out the elements you don’t need to the “Inactive Elements” area.

You can change the settings of each element by clicking on the element’s title (see below).

When you click on the element’s title, a pop-up dialog box will be shown (see below).




Just click “Done” or close the pop-up dialog when you’re done with the settings.

Remember, you MUST click the “Save” or “Update” button once you’re done editing your landing page. Otherwise, your new settings will not be saved.

Please note that each element has different settings. However, we’re not going to explain about the settings of each element here because it’s actually pretty self-explanatory. There’s already a brief description for each setting inside your Profits Theme so you can understand it easily. And the good news is, we’ve already optimized each of the landing page settings for maximum conversion so you don’t need to mess around with every setting. Besides, you can always use the Page Generator tool for quick creation of landing pages (recommended).

Landing Pages Examples

Below are some examples of landing pages, including a single-column sales page, 2-column squeeze page, and a product launch page. We provide you with some images so you can see how we arrange the elements for different types of landing pages.

Single Column Sales Page




Click here to view the actual sales page

As you can see from the image above, you just need to drop every element you need to the Top Column area to create a single-column sales page. Let me give you one more example of a single-column squeeze page.

Single Column Squeeze Page

Click here to view the actual squeeze page

This is another example of a single-column landing page. Please see the image above on how we arrange the elements.






2 Column Video Squeeze Page

Click here to view the actual squeeze page

You can see from the above image that the top column have no elements. This way we can push the left column and the right column to the top (right before header). The top column will not be shown on the actual landing page because it has no element.

Product Launch Page With Mixed Columns

Click here to view the actual page

The above example shows you how you can have a landing page with mixed columns. The top area (top column) is a single column that fills the whole page, while the left and right columns are placed side by side under the top column.






I hope now you have a better understanding on how to work with Profits Theme’s drag n drop tool.




How To Create A Squeeze Page

Once you know the basics of creating landing pages using Profits Theme, it’s easy to create any kind of squeeze page in just minutes.

Step 1: Create a Basic Landing Page

• Go to Pages -> Add New • Choose the “PT – Landing Page” • Or, you can use a page generator to do this.

Step 2: Setting Up Your Squeeze Page

• Click the Page Settings element. A pop-up dialog box will be shown. • You may change the Landing Page Width as you desire. If you want a single column

squeeze page, just use the default value. If you want a 2 columns squeeze page, you need to set the page width at least “820″.

• If you create a 2 columns squeeze page, you may set the Right Column Width as you desire. Recommended width is 300 pixels.

• Scroll down to find the Landing Page Template setting (see below).

• Once you’re done with Page Settings, click the Done button or just close the pop-up

dialog box. • Click the Update button to save your settings.

Step 3: Customizing Your Squeeze Page Header




• Open the Header Settings by clicking on it and a pop-up dialog box will be show (see below).

• • You can check the Remove Site Logo/Title if you don’t want the site logo to be shown. • If you don’t need a header for your squeeze page, just check the Remove Header. In this

case, the squeeze page content/columns will be pushed to the top. • You can also add an image to your header. You can choose the “Use Profits Theme Pre-

Made Header” or “Use Custom Header Image” if you want to upload your own header and arrange the header’s image alignment. You may set the Custom Header Height as you desire to fit your header image.

Step 4: Customizing Your Squeeze Page Layout

Use the drag n drop your squeeze page layout. Please refer to this article if you don’t know how to use the drag n drop tool.

Basically, you can customize your squeeze page layout to anything you want. And if you use the Page Generator, PT will choose only important elements for your squeeze page. You can try to mess around with all the elements to find out what’s best for you.

Note: If you want the content that you type on the WP Visual/HTML editor to be shown on the landing page, then you need to put the “Main Content” element on one of the active columns.

Examples — Elements and Arrangement For Product Launch Page

Below are some examples of squeeze page setup that you can use (please note that if you use Page Generator [recommended] then you don’t have to change the elements setting if you don’t want to):





Example #1

A Single Column Text Squeeze Page

You may remove the Pre-Headline or Sub-Headline if you don’t need them. Additionally, you can put the Warning Optin Sign element on the top to show a warning image with some text. You may even put the Social Buttons element at the bottom so visitors can easily share your squeeze page on Facebook or Twitter.

Example #2




A Single Column Video Squeeze Page

Simply replace the Simple Video element with the Advanced Video element if you have a video on your server.

Example #3

A Simple 2-Column Text Squeeze Page

Example #4




A Simple 2-Column Video Squeeze Page

Step 5: Adding Your Squeeze Page Content

• Use the WP Visual/HTML editor to add/edit your squeeze copy. Don’t forget to put the Main Content element to one of the columns. You may also set the typography of your squeeze page in the Main Content settings.

• To embed a video from video sharing sites (i.e. Youtube, Viddler, Vimeo, etc), drag the Simple Video element to one of the active columns. Click on the title to open the settings, paste the video embed code on the field, and click Done.

• If you want to use a video from your server, or CDN server (i.e. Amazon aws), use the Advanced Video element. By default, PT will use Flowplayer as the video player. Paste your video url into the field labeled Video URL. You can also play around with the settings to suit your needs.

Step 6: Editing The Optin Form

• First, you need to go to your autoresponder account and generate a new raw html code. Please don’t use the javascript snippet or it will not work.

• Make sure you’ve already put the Optin Form element into one of the columns. Now open the settings for this element.




• Select the style for your optin form (see below).

• Paste the autoresponder code that you generated earlier into the field labeled Paste

Autoreponder Code Here (see below).

• You may change all of the other settings as you desire. It’s up to you how you want your

optin form to be displayed. • Close the pop-up dialog when your done, and click Update to save your settings.




How To Create A Sales Page



Step 2: Setting Up Your Sales Page

• Click the Page Settings element. A pop-up dialog box will be shown. • You may change the Landing Page Width as you desire. • Scroll down to find the Landing Page Template setting (see below).

• Once you’re done with Page Settings, click the Done button or just close the pop-up dialog box. • Click the Update button to save your settings.

Step 3: Customizing Your Sales Page Header





• You can check the Remove Site Logo/Title if you don’t want the site logo to be show. • If you don’t need a header for your sales page, just check the Remove Header. In this case, the

sales page content/columns will be pushed to the top. • You can also add an image to your header. You can choose the “Use Profits Theme Pre-Made

Header” or “Use Custom Header Image” if you want to upload your own header and arrange the header’s image alignment. You may set the Custom Header Height as you desire to your header image.

Step 4: Customizing Your Sales Page Layout

Use the drag n drop your sales page layout. Please refer to this article if you don’t know how to use the drag n drop tool.

Basically, you can customize your sales page layout to anything you want. And if you use the Page Generator, PT will choose only important elements for your sales page. You can try to mess around with all the elements to find out what’s best for you.


Examples Elements and Arrangement For Product Launch Page

Below are some examples of sales page setup which you can always use (please note that if you use Page Generator [recommended] then you don’t have to change the elements setting if you don’t want to):

Example #1





A Standard Sales Page

Example #2

A Sales Page With Video

Step 5: Formatting Your Sales Page Copy




• Use the Headline element to create your sales page headline. You may also use the Pre-Headline and Sub-Headline elements if you want.

• To embed a video from video sharing sites (i.e. Youtube, Viddler, Vimeo, etc), drag the Simple Video element to one of the active columns. Click on the title to open the settings, paste the video embed code on the field, and click Done.

• If you want to use a video from your server, or CDN server (i.e. Amazon aws), use the Advanced Video element. By default, PT will use Flowplayer as the video player. Paste your video url into the field labeled Video URL. You can also play around with the settings to suit your need.

• Use the WP Visual/HTML editor to add/edit your sales page copy. Don’t forget to put the Main Content element to one of the columns. You may also set the typography of your sales page in the Main Content settings, including the sub-headings that reside within the sales copy.

• You can add any type of box to your sales page (i.e. product box, testimonial box, buy now box,

etc) by clicking the button, and a dialog box will appear. Choose a box that you like, and set the width for your box. Click the Insert button to start putting content within your box. Note: To delete a box, clear the content inside the box, and then press backspace on your keyboard twice.

• To add an order/add to cart button, just click this button on the WP Visual/HTML editor. A dialog box containing a wide selection of buttons will be shown. Choose the one you like and click Insert.

• If you want to add bullet points to your sales page copy, just select some text, and then click on

one of the following buttons: • You can add more graphics like arrows or badges to your sales page by clicking this button. • If you need to highlight some text with background color, then click the text you want to

highlight and click this button. Click on the arrow pointing down to choose a color. • Additionally, you can also put some videos from video sharing site within your sales page. Just

use this button.

Step 6: Adding a Pop-Up Optin Form (optional)

• Click and open the Page Settings element. • Scroll down and check the Enable Pop Up Optin box and more options will be shown. • Set the width and height of your pop up optin. • Set the behaviour of the Pop Up Visibillity. • Paste the raw html autoresponder code on the field labeled Paste Pop Up Autoresponder Code

Here. • Change the other pop up settings as you desire. • Close the dialog box when you’re done. • Click Publish or Update to save your new settings.

Step 7: Adding an Optin Form to Sales Page Header (optional)

• Click and open the Header Settings element.




• Scroll down and check the Enable Header Optin box and more options will be shown. • Paste the raw html autoresponder code on the field labeled Paste Header Optin Autoresponder

Code Here. • Change the other header optin settings as you desire. • Close the dialog box when you’re done. • Click Publish or Update to save your new settings.




How To Create A Product Launch Page



Step 2: Setting Up Your Product Launch Page

• Click the Page Settings element. A pop-up dialog box will be shown. • You may change the Landing Page Width as you desire. My recommendation is to set the width

between 820 – 960 pixels. • Usually, a product launch page has 2 columns so you may want to set the Right Column Width.

You may set this between 150 – 200 pixels. • Scroll down to find the Landing Page Template setting (see below).

• Once you’re done with Page Settings, click the Done button or just close the pop-up dialog box. • Click the Publish or Update button to save your settings.

Step 3: Customizing Your Product Launch Page Header





• You can check the Remove Site Logo/Title if you don’t want the site logo to be show. • If you don’t need a header for your sales page, just check the Remove Header. In this case, the

product launch page content/columns will be pushed to the top. • You can also add an image to your header. You can choose the “Use Profits Theme Pre-Made

Header” or “Use Custom Header Image” if you want to upload your own header and arrange the header’s image alignment. You may set the Custom Header Height as you desire to fit with your header image.

Step 4: Customizing Your Product Launch Page Layout

Use the drag n drop to customize your product launch page layout

Basically, you can customize your product launch page layout the way you want. And if you use the Page Generator, PT will choose only important elements for your sales page. However, you can try to play around with all the elements to find out what’s best for you.


Examples Elements and Arrangement For Product Launch Page

Below are two examples of product launch page layout setup that you can use (please note that if you use Page Generator [recommended] then you don’t have to change the elements setting if you don’t want to):

Example #1




A Mixed-Column Product Launch Page w/ Wide Video

The above is the most common setup for a product launch page. You may also replace the Simple Video element with the Advanced Video element, depending on what you need. Please note that the Main Content element is optional. If you don’t need to put an additional content on your product launch page, then you may remove it. The other elements are self-explanatory. Just play around with the settings to get your desired result.

And don’t worry about the Sidebar Widgets, we’re going to use that to setup your launch funnel that I’ll explain it later in this article.

Example #2




A Two-Column Product Launch Page

This is a slight variation of the Product Launch Page layout settings. Again, you may replace the Simple Video with the Advanced Video element, and remove the Main Content element if you don’t need it.

Step 5: Setting Up Your Launch Funnel

Internet marketers usually have several product launch pages when they are about to launch a product. To make it easier for subscribers/visitors to navigate to your other product launch pages, you need to setup a funnel.

• Make sure that you’ve already put the Sidebar Widgets element anywhere on the columns (alternatively, you may also use Sidebar Widgets 2 or Sidebar Widgets 3).

• Now click Apperance -> Widgets from the sidebar navigation. • Find the PT – Product Launch Funnel widget, and drag it to the landing page sidebar on the right

(drag to “landing page 2″ if you use “Sidebar Widgets 2″, and so on).

• Click on the arrow pointing down to open the widget options.




• Click on the drop down box labeled Product Launch Page and choose the page that contains your product launch video/content. If the page isn’t ready yet, just choose “Coming Soon” and you can edit it later when the page is ready.

• Additionally, you may enter a custom title or a screenshot (leave the field blank to use the default screenshot).

• Click Save. • Drag more Product Launch Page widgets to the sidebar if you want to create more links to your

other product launch pages (e.g. video #2, video #3, etc) and repeat the steps above.

Note: You just need to set this up once, then you just drag the Sidebar Widgets element to every page of your product launch pages and you’re good to go.




Basic Membership Site Creation

How to Create a Membership Page:

• Go to Pages -> Add New • On the Page Attributes section, choose either “PT – Membership Home” or any other

membership page template (more on this later). • You can customize a membership page using custom fields entitled “PT – Membership Site

Settings.” (more on this later) • Now, You may continue to type your content just like when you creating a regular page on

wordpress. • Click Publish or Update when you’re done.

Create Members Pages Using Page Generator

• Go to Profits Theme -> Page Generator (see image below).

• As you can see from the image above. You can create several types of membership pages. • Choose the type of page(s) that you want to create.




• Hit the Generate Page(s) button, and you will be brought to the draft pages list (see below).

• The generated pages already have pre-filled content so you can edit it easily.

Membership Site Templates

There are several membership site templates which are important for you to understand before you start creating a membership site with PT.

PT – Membership Home Template

The sub-title above is pretty self-explanatory. When you’re trying to create a home page for your members, then you have to select this template on Page Attributes -> Template.

PT – Membership Module Template

Let say you have a product with several modules. One of them is called “Module 1″ and inside that module there are also several sub-modules. You can use this template to deliver module 1 along with its sub-modules to your members. Basically, this template acts like a category page on a blog or news site. Pages that use this template will contain sub-modules, and each of these sub-modules links to individual content pages for that module.

PT – Membership Content Template

In order to deliver your content, you need to use this template. Pages that are using this template are usually (not always) placed under a Module page, and it typically contains text, videos, and download links.

PT – Membership (Other Page) Template




You can use this template if you need to create membership pages for anything else. You may use this to create a member access error page, or even a log out page. If you’re using Digital Access Pass to protect your membership site, then you may use this template to create login, affiliate information, or account page.

PT – Membership CB/PYPL/WISHLIST Login

This template can be used to create a login page if you’re integrating your membership site with directly with Clickbank, Paypal, or if you’re using Wishlist Member plugin. Please note that this template cannot be used to create a login page for Digital Access Pass.




Membership Site Settings Explained

Let’s take a look at PT – Membership Site Settings custom fields, which you can find every time you add/edit a new page on your wp dashboard (below the drag n drop tool). It’s a tool to customize each of your membership site pages (see below).

Custom Title

You can create a custom title for every one of your membership site page. You may be wondering: “What’s the difference between this and the wp page title field on the top?”

First of all, this setting will alter the text from the wp page title unless you leave this field blank.

Second, the text from the wp page title will also be used as the text link on the sidebar navigation, meaning you have to keep it short so it can fit into the navigation space. So you can use the custom title field for the long version of your page title.

However, this is only an optional setting. Use it only if necessary.

Disable Comment On This Page

If you don’t want members to be able to leave a comment, then you should check this setting.

Membership Page Icon

This is an optional setting. You may use this setting for certain pages. For example: If you’re creating a page for the members dashboard, then you might choose the “Dashboard Icon.”




The icon will be shown on the sidebar above the navigation, and please note that it will only be shown if you also use the Membership Sidebar Text Settings (read below).

Membership Sidebar Text Settings

Check the Show Membership Sidebar Text Settings box to add some text for the page sidebar above the navigation. You can use the settings to describe the members page you created. Here’s an example of the end result:

Explanation:

1. Membership Sidebar Title 2. Membership Sidebar Text 3. Membership Page Icon

Membership Video Settings

You can add a video to your membership page. Check the Show Membership Video Settings to add a video (see below).




You just need to put the url of your video on the Video URL field, and also, you may set the width and height of your video. You can check the Enable Auto Play if you want the video to play immediately once the page is loaded, and/or check the Auto Hide Video Control.

You can also put a video from video sharing sites (youtube, viddler, vimeo, etc.) on your member pages. Just paste the video embed code to the field labeled Video Code. If you do this, all the other video settings will be ignored.

Note: The video will be shown on the top of your page above the page content.

Membership Site Home Settings

If you want to show lists of modules and its contents on your membership site home page, you can use these settings (see below).




As you can see from the image example above, I’ve selected module 1 through 4 to be shown on the membership site home page (I leave the other settings as it is). And after I’ve updated the home page, links to module and content pages will be shown (see below).

Module 1 and 2 are parents for certain content pages, while module 3 and 4 are not so there are no links under them. In other words, it’s a way to create and show quick links to certain module and content pages on your members home page.




Important: The Membership Site Home Settings will only affect pages that are using “PT – Membership Home” template.

Membership Site Content Settings

You can only use these settings if you create a content page using the “PT – Membership Content” template, and only when you need to show a list of download links for your members. Otherwise, you don’t need these settings (see below).

Pages that are using templates other than “PT – Membership Content” template will ignore the settings from Membership Site Content Settings.

How to attach files to your membership content page:

• Choose the type of file you want to attach. • Type the full url of the file into the File URL field. • You may also edit the anchor text for the file. • Click the Add New Download button to attach another file.

Here’s a screenshot of the end result:

Clickbank/Paypal Integration Settings

Use these settings if you want to protect a member page, and only when you integrate your membership site with Clickbank or Paypal. I will explain about this in the integration part of the user manual.




Building A Membership Site

The purpose of this article is to show you how to create a fully working membership site using Profits Theme. However, you may also use this information to deliver your one-time product to your customers. This way you can safely deliver all the product contents because your product will be protected from unauthorized access.

Step 1: Setting Up Your Membership Site

• In your wp dashboard, go to Profits Theme -> Design Options. • Click the Membership Site tab. • Choose a skin for your membership site. • You may also set the Membership Sidebar Position. • Customize the membership header to your liking.

Step 2: Create a Membership Home Page

Watch this video first, then come back here.

• First, your need to create one page that will act as the membership site home page by either using the page generator (recommended) or manually creating the page (use the PT – Membership Home template for this).

• If you’re using the page generator, once you’re on the draft pages list, click Edit to edit the page. • On the Page Attributes, choose “(no parent)” on the Parent drop down. • Use the WP Visual/HTML editor if you want to add/edit some text. • Now, scroll down to bottom and look for PT – Membership Site Settings. Make changes to the

settings if necessary or if you want to add a video (please refer to this page to learn more about the membership site settings).

• Check the Show Clickbank/Paypal Integration Settings to protect the page from non-members, and to choose whether you want to drip-feed this content or not. However, these settings will only work if you integrate PT with Clickbank or Paypal. It won’t work with Wishlist or DAP (please refer to this page to learn more about the membership site settings).

• Save your page by clicking the Publish or Update button.

Step 3: Create Membership Module Pages


The number of module pages that you need to create depends on you and your product. You can create as many module pages as needed. However, if your product is simply a single pdf or video file, then there’s no need to create this page. You may skip this step and go to step 4.

• Create module pages by either using the page generator (recommended) or manually create the page one by one (use the PT – Membership Module template for this).








• Important: On Page Attributes, choose the membership home page that you created earlier as the parent of each module page. If you’re not defining the parent of each module pages, then the sidebar menu will be screwed up and it will not show the correct links/navigation.

• Use the WP Visual/HTML editor if you want to add/edit some text, or just leave it blank. • Check the Show Clickbank/Paypal Integration Settings to protect the page from non-members.

However, these settings will only work if you integrate PT with Clickbank or Paypal. It won’t work with Wishlist or DAP (please read the membership integration guide for detailed explanation).

• Make some changes to the PT – Membership Site Settings if necessary (please refer to this page to learn more about the membership site settings).

• Save your page by clicking the Publish or Update button.

Step 4: Create Membership Content Pages


• Create content pages by either using the page generator (recommended) or manually create the page one by one (use the PT – Membership Content template for this), as many as needed. This type of pages contain text/article, video, or download links of various files. This is where you put the actual contents of your product, and even the bonus contents.

• Important: On the Page Attributes, choose the module page that will be the parent of the content page. If you’re not defining the parent of each content pages, then the sidebar menu will be screwed up and it will not show the correct links/navigation. However, a content page does not always have to be the children of a module page. You can directly place a content page under the home page if it doesn’t have a parent.

• Use the WP Visual/HTML editor to add/edit text content. • You can add a video for this page via PT – Membership Site Settings (please refer to this page to

learn more about the membership site settings). • Check the Show Membership Content Settings box if you want to put links to your product files

so members can download them (please refer to this page to learn more about the membership site settings).

• Check the Show Clickbank/Paypal Integration Settings to protect the page from non-members, and to choose whether you want to drip-feed this content or not. However, these settings will only work if you integrate PT with Clickbank or Paypal. It won’t work with Wishlist or DAP (please refer to this page to learn more about the membership site settings and read the membership integration guide).

• Make some other changes to the PT – Membership Site Settings if necessary (please refer to this page to learn more about the membership site settings).

Step 5: Create Other Membership Pages

If you have a multi-level membership site, then you need to create a member access error page. Members that have no access to certain pages will see this page if they have insufficient access. We highly recommend you use the Page Generator for quickly creating this type of pages.












Another page that you need to create is the login page for members. We also recommend using the Page Generator for this.

There are some other member pages that you may need to create. For detailed explanation about this, please read the membership integration guides (links are at the bottom of this page).

Important: Other membership pages don’t need to have a parent. Just leave the parent setting to “(no parent).”

Step 6: Creating Top Menu For Your Membership Site


• Go to Appearance -> Menus. • Create a new menu for members by clicking on the + button, and give it any name. • On the left side, there’s a list of pages that you have created. Check all the pages that you want

to be included in the menu and click Add to Menu. • You may arrange them as you desire, and click Save once you’re done. • Still on the menus page, look for Theme Location -> Member Menu and choose the new menu

that you’ve just created, and click Save. • Create another menu for non-members (will only be shown when member hasn’t logged in). • Insert some pages to this menu, such as login page or you can also create a custom link to your

support desk. • Save the menu and on Theme Location -> Non-Member Menu, choose this menu. • Click Save.

Step 7: Integrating Your Membership Site With 3rd Party

Next step is to integrate your membership site wjtb Clickbank, Paypal, Wishlist, or Digital Access Pass (DAP).





Clickbank Integration Guide

Please note that you don’t need 3rd party wordpress plugins (i.e. Wishlist, DAP) to integrate your membership site with Clickbank. You only need Profits Theme and a Clickbank account to do this. You must also have at least one CB product that has already been approved.

Step 1: Setting Up Clickbank Secret Key

• On your wp dashboard, go to Profits Theme -> Integration. • Choose “Clickbank” from the 3rd Party Integration field. • Several new options will be shown under it. Look for the Clickbank Secret Key field and

copy the value from the field. • Click the Save Changes button on the bottom. • Now, open a new tab on your browser and login to your clickbank account. • In your clickbank account, go to Account Settings -> My Site. • Scroll down to the bottom to look for the Advanced Tools, and click Edit. • Paste the secret key that you copied earlier from Profits Theme into the Secret Key field

in your clickbank account. • Don’t hit the save button yet. Please proceed to the next step below.

Step 2: Setting Up Clickbank Instant Notification URL

• Just below the secret key field, there’s also a field called Instant Notification URL. If you can’t see this text field, you need to enable it first by clicking the link that says “Click here to request access

• You will be prompted to answer some questions. Please answers “Yes” to all the questions. After that, you can see a text field box that says Instant Notification URL.

.”

• Now you need to go back to your wp dashboard, and go to Profits Theme -> Integration. • Look for the Clickbank IPN URL field, and copy the value, which is a URL. • Go back to your clickbank account, and paste the URL into the Instant Notification URL

field. • Choose “2.1″ for the version. • Click the “test” link to check the integration between Clickbank and Profits Theme. If it

fails, please check your settings and try it again. • If it’s successful, click Save Changes.

Step 3: Setting Up Your CB Funnel

• In your wp dashboard, go to Profits Theme -> Integration. • Scroll down and find Clickbank’s Products/Funnel Setup. • Edit the value of CB Product Funnel #1 Payment URL. By default, it will look like this:

http://ITEM.VENDOR.pay.clickbank.net/. Replace ITEM with your clickbank product item number, and replace VENDOR with your clickbank username.




• Click Save Changes.

You may add up to 10 of your clickbank products. For example, if you have an upsell, type the payment link into CB Product Funnel #2 Payment URL (just replace the ITEM and VENDOR). Repeat the same process if you have more one-time-offers and backend products.

Important: All of your products funnel must be from one Clickbank account. If you have another product from a different CB account, you must use another installation of Profits Theme.

Step #4: Setting Up The Thank You Email

• Every time a customer buys your product, he will be sent an email containing his login info. You may edit this email content as you see fit.

• On the Profits Theme -> Integration page, scroll down to look for Thank You Email Setup. • Edit the title if needed. • Edit the email body, especially the login page URL for your membership site. Use the

page generator to generate a login page for CB customers. • Click Save Changes.

Step #5: Setting Up The Main Membership Pages

• Still on the Profits Theme -> Integration, scroll down to the bottom and you will see Member’s Pages Setup section.

• Choose your login page title on the Login Page field (use page generator to create if you don’t already have one).

• Choose your membership home page on the Login Redirect Page field. • Choose the member access error page on the Insufficient Access Page field (only if you

have multi-level membership type or several CB products). • Click Save Changes.

Step #6: Protecting Your Membership Pages

• Go to Pages in your wp dashboard. • Choose the membership page that you want to protect and click Edit. • Scroll down to find PT – Membership Site Settings. • Check Show Clickbank/Paypal Integration Settings box. • Choose “Yes” on the Do You Want To Protect This Page? field. • Select the type of members/customers who can gain access to the page on the Who Can

Access This Page? field. Hold ctrl while you click to select multiple types of members/customers.

• Click Publish or Update to save your settings, or continue to the next step below if you need to drip-feed your content.




Step #7: Setting Up Content Dripping (optional)

• Still on the Clickbank/Paypal Integration Settings, type any number on the Drip Content: Start Day # field. If you type 1, then members can see the page immediately after they joined. If you type 2 or more, then members can only see the page in two or more days after they’ve joined.

• To set an expiration for the page, you may type any number on the Drip Content: End Day # field. If you type 30, then members will not be able to view the page 30 days after they’ve joined. If there’s no expiration date, just put a large number ( e.g. 9999).

How It Works

Now, every time a transaction occurs in your clickbank account (e.g. sales, subscription, etc), clickbank will tell PT that there’s a new transaction so that PT will know what to do.

For example: If you have a new customer who’ve just purchased your CB product or join your membership site, PT will automatically create a new account for this new customer. PT will also send an email to him containing his login info to your membership site (username and password will be generated by PT).




Paypal Integration Guide

Please note that you don’t need 3rd-party wordpress plugins (i.e. Wishlist, DAP) to integrate your membership site with Paypal. You only need Profits Theme and a Paypal account to do this.

Step 1: Setting Up Your Paypal Products/Funnel

• Go to Profits Theme -> Integration. • Choose “Paypal” from the 3rd Party Integration field. • Enter your paypal email address. • Setup your product under Product/Funnel #1. • Enter your product name into Product/Funnel #1 Name field. • Choose the payment type for your product. • Set the price of your product, and also the currency, if necessary. For recurring billing,

you need to set your subscription period or duration (you may also set a trial price and period if you want).

• For recurring billing only, you may also want to setup the recurring times. • Select a page for the Thank You Page. • Select a page for the Cancel Page. • You may add up to 10 of your paypal products. If you have an upsell, you can set the

name of your product into the Product/Funnel #2 section. Repeat the process if you have more one-time-offers and backend products.

• Each of the product/funnel have its own payment url. Look for the Order URL For Product/Level X (where X is the number of the product) field. Copy the URL and link the order button on your sales page to that URL.

• Click Save Changes when you’re done.

Step #2: Setting Up Thank You Email

• Every time a customer buys your product, he will be sent an email containing his login info. You may edit this email content as you see fit.

• Scroll down until you see Thank You Email Setup. • Edit the title if needed. • Edit the email body, especially the login page URL for your membership site. Use the

page generator to generate a login page for Paypal customers. • Click Save Changes.

Step #3: Setting Up The Main Membership Pages

• Still on the Profits Theme -> Integration, scroll down to the bottom and you will see Member’s Pages Setup section.

• Choose your login page title on the Login Page field (use page generator to create one).




• Choose your membership home page on the Login Redirect Page field. • Choose the member access error page on the Insufficient Access Page field (only if you

have multi-level membership type or several backend products). • Click Save Changes.

Step #4: Protecting Your Membership Pages

• Go to Pages in your wp dashboard. • Choose the membership page that you want to protect and click Edit. • Scroll down to find the PT – Membership Site Settings. • Check Show Clickbank/Paypal Integration Settings box. • Choose “Yes” on the Do You Want To Protect This Page? field. • Select the type of members/customers who can gain access to the page on the Who Can

Access This Page? field. Hold ctrl while you click to select multiple types of members/customers.

• Click Publish or Update to save your settings, or continue to the next step below if you need to drip-feed your content.

Step #5: Setting Up Content Dripping (optional)

• Still on the Clickbank/Paypal Integration Settings, type any number on the Drip Content: Start Day # field. If you type 1, then members can see the page immediately after they’ve joined. If you type 2 or more, then members can only see the page in two or more days after they’ve joined.

• To set an expiration for the page, you may type any number on the Drip Content: End Day # field. If you type 30, then members will not be able to view the page 30 days after they’ve joined. If there’s no expiration date, just put a large number ( e.g. 9999).

How It Works

Now, every time a transaction occurs in your paypal account (e.g. sales, subscription, etc), paypal will tell PT that there’s a new transaction so that PT will know what to do.

For example: If you have a new customer who’ve just purchased your product or join your membership site, PT will automatically create a new account for this new customer. PT will also send an email to him containing his login info to your membership site (username and password will be generated by PT).




Wishlist Integration Guide

First of all, you must be familiar with Wishlist before you can integrate it with your PT Membership Site. I’m not going to explain all of the Wishlist features, but just the integration part between Wishlist and PT. As for the other wishlist settings, please refer to the Wishlist documentation to learn more about this plugin.

Step 1: Setting Up Your Membership Levels

• Make sure you already set at least a membership level in Wishlist. If you haven’t, go to WL Plugins -> WL Member, and choose Membership Levels from the top menu.

• Use the fields under the Add New Membership Level on the bottom to create new level. • Give your new membership level a name, and set the Length Of Subscription for your

new membership level, if necessary, or simply just tick the No Expiry Date. • You may set the other settings, if necessary. Please refer to the Wishlist documentation

for a detailed explanation about adding a membership level. • Repeat the steps above to add more membership levels.

Step 2: Setting Up Membership Pages For Wishlist

• Choose Settings from the top menu. • Use the drop down menu on the Non-Members field to choose an error page for non-

members. My suggestion is to create a login page using the “PT – Membership CB/PYPL/WISHLIST Login” template (or use page generator), and force all the non-members who’s trying to access content in your members area to this page.

• Choose an access error page from the drop down on the Wrong Membership Level field. Use “PT – Membership (Other Page)” template to create an error page (or just use the page generator).

• Set a page for the Membership Cancelled. Members will see this page if they cancel their subscription. Use “PT – Membership (Other Page)” to create your membership cancelled page.

• Also set a page for the After Registration Page. This is a page that will be shown once a member clicks the submit button on the registration form. Use the “PT – Membership (Other Page)” to create the page. Please note that this setting might not exist on some version of wishlist.

• On the After Login Page field, choose your membership home. You can use the page generator to create your membership home, or if you want to create it manually, use the “PT – Membership Home” template. Please note that this setting might not exist on some version of wishlist.

• If you have the latest version of wishlist, you can also set a page for the After Logout Page. This is the page that members will see after they’re logged out. Use “PT – Membership (Other Page)” template for this.




• Another page that needs to be set is the Custom Unsubscribe Confirmation Page. Use “PT – Membership (Other Page)” template to create this page.

• You may set the other settings, if necessary. Please refer to the Wishlist documentation for a detailed explanation about wishlist settings.

• Click the Save Settings button when you’re done.

Step 3: Protecting Your Membership Pages Using Wishlist

• Click the Membership Levels from the top menu. • Under the top menu, on the right side of the membership levels page, there are some

links. Please click on the Membership Content link. • From the drop down, choose “Content Protection.” • From the right menu, click on the Pages links. • You’ll see a list of pages that you’ve created, choose the pages that you want to protect

by ticking their respective boxes. • Click the Set Protection button. • Now, you need to grant access for a membership level. • From the drop down, choose a level that you want to give access to the protected

pages. • Select the pages that members of this level can access, and click the Grant Access

button. • Choose the two steps above if you need to grant access to membership pages for

another membership level.

Step 4: Setting Up Content Dripping (optional)

Let’s assume that you need your membership contents to be delivered each week for four weeks to your members.

• First, go to create four membership levels. Let’s just call them week 1, week 2, week 3, and week 4.

• Set protection for your membership pages, and the access level. • Click the Sequential Upgrade from the top menu. • On the week 1 row, there are some settings that need to be changed. • On the Upgrade To column, choose “week 2.” • Choose “move” on the Method drop down menu. • Type “7″ on the After column. • Repeat the steps above for other membership levels. Upgrade week 2 to week 3 level,

week 3 to week 4, and set the week 4 level to “No auto-upgrade.”

All new members need to be on the week 1 level after they’ve just joined. After 7 days, they will be upgraded automatically to week 2 level so they can access contents from week 2 level, and so on.




Digital Access Pass Integration Guide

I assume that you already know how to use DAP as this tutorial only explains the integration process between PT and DAP.

Step #1: Create a Product in DAP

• You must have at least a product in DAP. If you don’t have one, please create it now. • Go to your DAP control panel, and choose Products/Levels -> Create New. • Type the product name, description, price, and your sales page url. • Replace the Error Page URL with the one you’ve created in PT. If you haven’t, please

create a page using the “PT – Membership (Other Page)” template. • Create a membership home page using “PT – Membership Home” template and type the

URL into the Logged In URL field. • You may also set all the other settings page. Please refer to the DAP documentation

about creating a new product. • Click the Save/Update Product button.

Step #2: Setting Up Membership Pages For DAP

• Make sure you’ve already create a membership home page using “PT – Membership Home” template. Or, you can use the page generator to create the page.

• Make sure you’ve already created a login page using “PT – Membership (Other Page)” template. When creating a login page for DAP, just type “%%LOGIN_FORM%%” (without the quotes) into wp visual/html editor. Or, you can use the page generator to create the page.

• Make sure you’ve already created an after logout page using “PT – Membership (Other Page)” template. This is basically a page that members will see right after they’re logged out. Just give it some text like “You are now logged out.”

• Make sure you’ve already created a user-profile page using “PT – Membership (Other Page)” template. When creating a user-profile page for DAP, just type “%%USERPROFILE%%” (without the quotes) into wp visual/html editor.

• Now, click Setup -> Config on the top menu of your DAP control panel. • Select “Advanced” from the drop down menu. • Scroll down until you see the Location of your login page field. Now, type the location

of your login page into the Location of your login page field. If your login page url is http://yourdomain.com/your_login_page/, then just type /your_login_page/ into the field. If you install wordpress on a sub-directory, then the url might look like this: http://yourdomain.com/wpdir/your_login_page/. So, you need to type /wpdir/your_login_page/ into the Location of your login page field. Once you’re done, please hit the Update button.




• On the URL to which User is redirected to, right after login field, type the location of your membership home page. Read the step above on how to type the correct location of your page. Hit the Update button to save your setting.

• Set the location of your after logout page, and hit Update. • Set the location of your user-profile page, and hit Update.

Step 3: Protecting Your Membership Pages And Drip Content

• Go to Products/Levels -> Manage. • Choose the product that you’ve created earlier. • Scroll down until you find Drip Content: “ContentResponder” • Under Available Content, you can see the list of posts and pages that you’ve already

created. • Select the membership pages that you want to protect. Hold ‘ctrl’ button on your

keyboard to select multiple pages (you can select up to 5 pages at once). • Click Add Selected Post/Pages. Wait until the process is finished and repeat the steps

above to protect more pages. • All the protected pages will appear under the Protected Content column. • To drip-feed your content, click the edit button (each protected page has its own edit

link), and the edit fields will appear on the left column (under Available Content). • Set the Drip Details (start day and end day) as you desire. • Click Save/Update Resource when you are done.

Step 4: Adding a Logout Link to Your Membership Menu

• As for DAP, you need to add a logout link manually to your membership menu. • Go to Appearance -> Menus. • Select the menu for your membership site from the menu tab. • Add a new link using the Custom Links. • Type http://yourdomain.com/dap/logout.php into the URL field. Please change

yourdomain.com into your actual domain name. • Type “Logout” (without the quotes) into the Label field. • Click the Add to Menu button to insert the logout link into your membership menu. • Arrange the menu if you want, and save it.



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