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Add Digital Downloads to Store

Updated

 

The Goal: Offer digital downloads (such as .pdf/.docx contracts) for purchase in your GrowthZone Store, and learn how purchasers access them and how to revoke that access when needed.

Before You Begin:

  • Add a digital collection or single digital file to the GrowthZone Cloud from the back office. See Working with Documents in the Cloud for instructions.
  • Create a Fee Item of type Digital Product. See Setup Fee Items for instructions.
  • You will need permission to manage Store products in the back office.

Step-by-Step Instructions

Once your digital file is in the Cloud and your Fee Item exists, add the digital product to your store:

  1. Select the product you created of type Digital Product from the Saleable Item list.

  2. Click the Select File/Folder button to choose your file/folder.

    Create digital download product
  3. (Optional) Select a specific Membership Type that is allowed to purchase this download. If none selected, this will be available to all purchasers. NOTE: All visitors to the store will be able to view the item, but the store item can only be added to the cart after they have logged in.
  4. (Optional) Enter an Expiration Date for the files. When the expiration date is reached, the files will no longer be available to those who have purchased the digital download. This does NOT remove the item from your store. To remove an item, de-activate the product from the back office. NOTE: If they had previously downloaded the document, it will still be available to them from their own stored location. We do not have any digital rights management code implemented to stop the use of an already downloaded file. After the file expires, it just cannot be downloaded any longer from the Hub.

How Digital Downloads Works

  • Customers purchase the digital product from your Store.

IMPORTANT! Purchasers must have or create a login account with your association. This means the contact MUST exist in your database in order for a login account to be created, or it will be created after the purchase automatically by the system as a Not in CRM contact.

  • If the purchaser exists in your database, he/she will be given the access level assigned to their membership type (if applicable) or the default access level you have setup for your organization.
  • If the purchaser is not an existing contact, they will enter their name and email, and once the purchase is complete, they will be created as a Not in CRM contact (accessible if you Customize Search in Contacts module and check box for "Contacts Not in CRM"). They will then be prompted to create an account to access their purchased downloads, and once they create a login, they will be automatically moved from Not in CRM record to a regular Non-Member contact record.

See Set up User Info Hub Login Settings for default access so that new non-member contacts logging into the hub have proper access set.
See Assign Member Access Level for existing contacts access information.
  • Upon checkout the customer will see an online message about their digital purchase with a link to the Info Hub to access the file(s) and instructions.

  • Within the Info Hub, a left-hand navigation called Digital Downloads will be displayed.
Digital Downloads in Info Hub
  • By clicking Digital Downloads, the purchaser will see a list of the downloadable products they have purchased, and can click the in the Actions column to download the file.

Revoking Access to Digital Downloads

In the case of refunds or mistakes, you have the ability to revoke access to the digital downloads.

  1. Go to Revenue, Store section, click Digital Download Access. A list of all digital downloads that have been purchased will be displayed.

  2. To revoke access, click the in the Actions column.
  3. Click OK to delete the purchase and revoke the purchaser's access.

Common Pitfalls

  • Expecting an expiration date to remove the product: Setting an Expiration Date only stops future downloads from the Hub — it does not remove the item from your store or delete files already downloaded by purchasers. To stop selling an item, de-activate the product from the back office.
  • Assuming a login isn't required: Purchasers must have or create a login account to access their files. Confirm your default access level is set (see Set up User Info Hub Login Settings) so new non-member contacts can reach their downloads.

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