IgnitionDeck Commerce | General Settings

The General Setting area is where the company information that appears on the receipts are set, as well as options for enabling Amazon S3 content delivery (digital downloads), guest checkout, and your terms of service / privacy pages. 

Settings for the project submission privileges are also set here for the IgnitionDeck Enterprise version.

Configure your Receipt and Platform Settings

IDC General Settings

Settings for all versions

Continue filling out your company’s name and customer service email as you want to appear on the purchase receipt.

Platform Settings—paid versions

Check the appropriate boxes for the platform settings you wish to use:

  1. Disable WordPress Toolbar from registered users (recommended)
  2. Enable Amazon S3 (for digital downloads)
  3. Enable Guest Checkout (optional)
    • Guest checkout will not work with pre-order products (i.e. 100% threshold)
    • Guest checkout will not work with the Stripe Checkout (SCA), Lemon Way or Authorize.net payment gateways regardless of funding type
  4. Enable Credits (optional)
  5. Terms on Checkout (recommended)
    1. Select the Terms page created in Pages > Add New,
    2. Select the Privacy page created in Pages > Add New
  6. Assign Product on Registration (optional)
  7. Click on the Save button.

Settings for IgnitionDeck Enterprise

IgnitionDeck Enterprise provides tools to precisely control who can and cannot submit crowdfunding projects on your site. You can access these controls from IgnitionDeck Commerce’s General Settings section, under  Project Submission Privileges.

There are three main options available:

  • Admins only: A user must be a WordPress administrator to create or edit crowdfunding projects.
  • All members: Every WordPress user is eligible to create and edit their own crowdfunding projects through the front-end dashboard.
  • Specific members: This presents a list of available ID Commerce products/membership levels. Check the box of one or more IDC Product, and any member who owns that product will have the capacity to submit and edit crowdfunding campaigns through the front-end dashboard.

The  Require Opt-In setting, when checked, will initially hide the Projects dashboard tab from eligible project creators. If a user has project creation rights, but opt-in is required, they must first select the “Become a Creator” option under their Account tab. This extra setting is only visible to users when the Require Opt-In setting is enabled.

Please note: Administrators will always be able to create and edit crowdfunding projects, regardless of any of these settings.

Some Example Use Cases

Scenario 1: Requiring a purchase to submit projects

Chris runs a crowdfunding portal to help people start fitness groups in their home area. They want to let individual training coaches crowdfund the money necessary to begin a local fitness class. However, they only want campaigns started by people who have purchased access to their teacher training program.

Chris has already created a Product in ID Commerce called “Teacher training materials”. Videos are attached in a series of IDC Downloads, so that owners of the Product have easy access to the videos from their user dashboard. They copy the checkout shortcode that appears when selecting the Product in IDC’s “Product Settings”. After creating a new page, they place the shortcode into the text editor, and publishes it. They decide to add some text to the page, providing purchase information about the product, and additionally creates a link to the page on the main menu, entitled “Become a Trainer”. Now, they have a page that anyone can visit to directly purchase the training course.

With that set up, Chris looks for the Project Submission Privileges section under IDC’s general settings located just below where the license key and email address were entered for the receipts. They change the privilege type to “Specific Members” and checks the box for the “Teacher training materials” IDC Product made earlier, then clicks the Save button.

Now the setup is complete, and they're ready to do business! Any users wishing to raise funds for their own fitness class must first visit Chris' purchase page, and buy access to the training course. Only then will they be able to see the Projects tab on the user dashboard, where they can submit their own crowdfunding campaigns.

Scenario 2: Limiting project submission to subscribers

At the last minute, Chris has decided that a video course doesn’t provide sufficient training. In order to safeguard the reputation of their business, any active trainers are required to receive ongoing, personal coaching from them on a weekly basis. They wish to charge users $50 every week in exchange for the 1-on-1 training sessions.

To enact the new plan, they create a new IDC Product and calls it “Ongoing Education”. Chris changes the license type of the Product to “recurring”, and selects a week-long period frequency. They've already set up a weekly recurring subscription plan in their Stripe account, so now all they have to do is add the name of the Stripe plan to the IDC Product and hit Save.

Then, returning to Project Submission Privileges, they uncheck the old “Teacher training materials” and selects the new “Ongoing Education” product, making sure to save afterwards.

They make the IDC Product available for direct purchase on a page just as with the previous product. But now, users will subscribe to the Stripe payment plan, and be charged $50 weekly. This will continue unless and until a person decides to cancel their subscription. For as long as a user is subscribed to Chris' “Ongoing Education” Product, they will be able to create and manage their own crowdfunding campaigns on the site. If they cancel their subscription at any point, their privileges will be revoked.

Scenario 3: Using multiple payment options

Chris' analyst informs them that their target market is much more likely to subscribe to a service if customers can first make a single, regular purchase. They determines that they're losing business by only offering a subscription.

Chris decides to grant crowdfund campaign rights to anyone who purchases either the video training course OR the subscription plan for ongoing training. Under IDC’s submission privilege settings, with Specific Users selected, they ensure that the boxes are checked for both of the products – “Teacher training materials” as well as “Ongoing Education”.

Any user who purchases either product will now be able to run their own crowdfunding campaign. Chris has their attorney help them craft an updated Terms of Service for the web site, to make sure they won’t be held liable for any mistakes made by a customer.

But Chris isn’t quite finished – they want some way to contact those who made a single purchase, but haven’t yet subscribed to his ongoing training. They decide to sign up for a MailChimp account, create a new mailing list inside of it, and enable MailChimp integration inside of IDC.

Now they know that all new customers will be added to his mailing list. Using the custom merge tags provided by ID Commerce, Chris can now send emails only to customers who went for the one-time purchase of the training videos. Over a period of time, they are able to send informative, content-rich newsletters that also showcase the benefits of ongoing training. With their customers regularly exposed to their expertise, many decide to sign up for their personal coaching sessions.

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