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Affino

Ebook / PDF Sales Guide

Overview

 

Affino caters for eBook / PDF sales similar to regular products, only this time, the product is a media item rather than an Event, Subscription or Seminar.

 

This guide will show you the related screens and setup needed for you to start selling your PDF/eBook media items.

Create the Media Item

Control > Media > Media Items > (Add/Edit)

 

In order to sell an eBook or a PDF we will need to create it as a Media Item first.

 

Go through the regular steps to create the document in Affino then consider the following.

Add a Disclaimer

Control > Media > Media Items > (Add/Edit) > Permission panel > Disclaimer

 

You can add a Disclaimer (Control > Settings > Terms And Conditions Profiles) to the media item, this will be presented to the user when they download the file.

 

 

Note: you cannot add a Permission together with a Disclaimer, you will need to choose one or the other (or leave both blank):

 

Once the Disclaimer is set, it will appear to the user.

 

Example:

 

1.- User clicks on the Download link

 

 

2.- The Disclaimer (T&C’s) will be then shown to the user:

 

 

Adding security and limitations

Control > Media > Media Items > (Add/Edit) > Security panel

 

The Security panel has two important options for PDF downloads:

 

1.- Downloads: select this to enable the PDF to be downloaded

 

2.- Usage Number: enter the number of times a user can download the media item

 

If the above is enabled, the My Account > Digital Media tab will reflect this:

 

 

You can also add a Content Security Right (Security Clearance) to the media item:

 

 

Create the Product Article and Catalogue Item

Control > Publish > Articles > (Add/Edit)

 

Create an article of type Advanced Product:

 

Fill in the necessary details and Save.

 

Once this is done, click on the eCommerce button:

 

This will take you to the Catalogue Item Add/Edit screen:

 

 

Related Goods

Control > Commerce > Catalogue Items > Catalogue Item > Goods

 

In order to associate a Media Item to the Catalogue Item, you will need to add it as a Related Good.

 

This is done at the bottom of the screen:

 

 

Click on Add then search for the specified media item:

 

 

Once the media item has been related it will be displayed at the bottom of the screen:

 

 

Please be aware that if you do not relate the catalogue item to the media item, the customer/user will not be able to download it.

 

Enable the product to be downloaded

Control > Commerce > Catalogue Items > Catalogue Item > Media Item Downloads (Related Goods)

 

There are three options on this panel that will be reflected on the My Account > Digital Media tab.

  • Enable Download Duration: Select to enable download duration for Media Items (If not selected, users can download their Media Items any time)
  • Download Duration: Select the duration period for Media Item downloads (This is the time period that the user can download their purchased Media Items)
  • Download Duration Number: Enter the duration units with reference to the above Download Duration (e.g. 1 year, 6 months)

Example: I have set this media item to have a Download Duration of Years and a Download Duration Number of 1.

 

 

This means that the PDF will be available to download for 1 Year.

 

As you can see, the download limit is set to 1 year in advance on the My Account > Digital Media tab:

 

 

 

My Account > Digital Media tab

Once a customer goes through with the purchase, the Order Confirmation screen will show a link to the My Account page and subsequent Digital Media tab:

 

 

Added to the above, the Digital Media tab on the My Account page will reflect the acquisition.

 

The user will see the following details:

  • Digital Media: 
  • Order Date
  • Order No.
  • No. Of Downloads
  • Expiry Date
  • Status

 

Contacts > Digital Assets tab > Digital Asset panel

The customers’ purchase will be shown on the users’ contact record, namely on the Digital Tab under the Digital Asset panel:

 

Order (detail page) > Line Items panel

The purchase will also reflect the media item purchase on the Line Items panel on the Order detail page:

 

 

Catalogue Items Import and Export

The Catalogue Item Import supports the download duration for Related Goods. 

 

Due to the above, the import file has the following columns (all of which are optional):

  • DownloadDurationYN: Yes/No
  • DownloadDuration: Hours | Days | Weeks | Months | Years
  • DownloadDurationNumber: Integer (amount)

The Catalogue Item Export also has these columns.

 

Note: please see the Step ‘Enable the product to be downloaded’.

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Product Version

Version 9.0.7.4
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