1. Membership Sites with Drupal 6 ● Setup USD Business Bank Account: HSBC ● Setup Merchant Account: Elavon ● Setup Payment Gateway: Authorize.net ● Configure uc_recurring module with Ubercart ● Enable uc_roles and create a product with both role assignment and recurring fees features http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

2. HSBC USD Business Account ● https://www.hsbc.ca/1/2/en/business/business- accounts/business-banking- application?WABFormEntryCommand=cmd_init& HiddenMandatoryFields.ProductId=CA2&HiddenM andatoryFields.IndividualSolutionId=QF&FCC.topi c=HSBC%20Business%20Direct%E2%84%A2%20 %28US%20Dollar%29&HiddenMandatoryFields.W ebTrendSKUId=HBCA_CMB_BDIR_US&FCC.Su bjectLine=HSBC_Business_Direct_USD https://www.hsbc.ca/1/2/en/business/business- accounts/business-banking- application?WABFormEntryCommand=cmd_init& HiddenMandatoryFields.ProductId=CA2&HiddenM andatoryFields.IndividualSolutionId=QF&FCC.topi c=HSBC%20Business%20Direct%E2%84%A2%20 %28US%20Dollar%29&HiddenMandatoryFields.W ebTrendSKUId=HBCA_CMB_BDIR_US&FCC.Su bjectLine=HSBC_Business_Direct_USD ● No fees for basic banking (wow!) ● Convenient exchange of USD by transfer to CAD business account ● Takes about 3 weeks to open account http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

3. Merchant Account: Elavon ● http://www.elavon.com/acquiring/costco-canada/ http://www.elavon.com/acquiring/costco-canada/ ● 3.27% + $0.20 per transaction, $15 monthly minimum fee ● Takes about 2 weeks ● Consider http://www.globalpaymentsinc.com/Canada/ for comparison (not tested) http://www.globalpaymentsinc.com/Canada/ ● $25 setup and $5 monthly statement fees waived for Costco Exec. Members ● Visa and Mastercard only (no American Express) http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

4. Payment Gateway: Authorize.net ● http://www.gatewayonly.com/ecommerce- signup.html http://www.gatewayonly.com/ecommerce- signup.html ● The easiest part of the process (setup in about a day) ● $25 setup, $25 monthly (including Automated Recurring Billing), $0.10 per transaction http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

5. Bottom Line ● Assuming with Costco Exec. Membership ($100): ● $25 setup, $25 monthly, 3.27% + $0.30 per transaction, transaction fees rounded up to $15 per month if necessary ● About 5 weeks to set up ● Compare with PayPal Website Payments Pro: ● $30 monthly, 2.9% + $0.30 per transaction http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

6. PayPal ● Website Payments Pro probably doesn't work ● http://www.freshbooks.com/blog/2010/04/30/part-2-how- do-payment-gateways-work-and-how-to-choose-one/ http://www.freshbooks.com/blog/2010/04/30/part-2-how- do-payment-gateways-work-and-how-to-choose-one/ ● If freshbooks can't do it, probably Ubercart can't either. ● CCV issue? ● Website Payments Standard might work but poor User Experience ● Need a PayPal account ● Can subscriptions be cancelled from within the site? Maybe only through users' PayPal accounts? ● Users taken off-site for payment (abandoned carts) ● Module for integration hasn't been written http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

7. Modules to Download ● http://drupal.org/project/ubercart http://drupal.org/project/ubercart ● http://drupal.org/project/uc_recurring http://drupal.org/project/uc_recurring ● http://drupal.org/project/uc_restrict_qty http://drupal.org/project/uc_restrict_qty ● http://drupal.org/project/secure_pages http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

8. Module to Enable ● Required Ubercart Modules ● Payment, Credit Card, Secure Pages ● PayPal (option for annual non-recurring membership) ● Roles ● Restrict Qty ● Recurring – Hosted Gateway, Recurring Payments API, Recurring Product Fees http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

9. Configure Products ● /admin/store/settings/products/edit/features to configure Roles /admin/store/settings/products/edit/features ● Which roles may products assign ● Default role ● Default expiration ● /admin/store/settings/payment/edit/recurring /admin/store/settings/payment/edit/recurring ● Choose Credit Card, set checkout form message http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

10. Configure payment 1 ● /admin/store/settings/payment/edit/methods /admin/store/settings/payment/edit/methods ● Choose Authorize.net for “Default Gateway” ● Setup credit card encryption ● Enter PayPal info ● /admin/store/settings/payment/edit/recurring /admin/store/settings/payment/edit/recurring ● Select Credit Card (Authorize.net) ● Set checkout form message http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

11. Configure Payment 2 ● GOTCHA: Set Silent POST url to http://your.domain/authnet/silent-post http://your.domain/authnet/silent-post ● Set MD5 hash (any text you want. NOT a hash!) ● Copy API Login ID and Transaction Key http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

12. Configure Payment 3 (last!) ● /admin/store/settings/payment/edit/gateways in Authorize.net section: /admin/store/settings/payment/edit/gateways ● Check box: “Enable this payment gateway for use” ● Default credit transaction type: “authorize and capture” ● Enter Authorize.net API Login ID and Transaction Key ● ARB Settings -> Transaction Mode: “Production” ● Log ARB payments in watchdog for peace of mind. http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

13. Create Product with Recurring Fee ● Create usual Ubercart product ● /node/[YOUR-NID]/edit/features ● Add Role Assignment feature and set 1 month expiry ● Add Restrict Qty ● Add Recurring Fee – Initial Charge: 1 month after checkout – Number of billing periods: 11, if you want a total of 12 charges. The very first charge after checkout is not included here in this “Number of billing periods”. http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

14. Conditional Actions ● Send only 1 email per transaction. ● Disable all notifications except: – “E-mail customer checkout notification” – “Notify customer when a role is renewed” – “E-mail admin checkout notification” ● Accommodate PayPal WPS “double order” bug ● For CA's triggered by PayPal status, add condition “payment method - PayPal AND Order Status – in checkout” OR “payment method - Credit Card” – Order status can probably have multiple working options. http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko

15. Get Facebook Fans ● Use FBML to conceal discount links on your Facebook page, and reveal them only to fans who “Like” your page ● The discount links are “cart links” ● Use version 6.x-2.3 instead of the current version for a better user experience. Security issues with 6.x-2.3 shouldn't affect membership sites when the checkout page is accessible only by cart links.

16. Videola ● Wow! Wow! ● http://videola.tv/ ● Lullabot's distribution for IPTV ● They also use Authorize.net with uc_recurring for their monthly billing.

17. D7: Drupal Commerce ● See screencast intro by Ryan Szrama and AcquiaAcquia ● Demo site: http://demo.commerceguys.com/dchttp://demo.commerceguys.com/dc ● Recurring billing is a low priority: http://drupal.org/project/issues/commerce?text=recur ring&status=All http://drupal.org/project/issues/commerce?text=recur ring&status=All ● Everything built with Views (flexible display), and Rules (no more Conditional Actions! :) ● Flexibility and “Framework” mindset... it's going to be big.

18. How to Spend Passive Income ● You can write this slide :) http://www.checkmarkmedia.comhttp://www.checkmarkmedia.com Presentation by Shaun Dychko