IgnitionDeck Documentation

Setting Project Submission Permissions

Starting with version 1.5x, IgnitionDeck Enterprise provides tools to precisely control who can and cannot submit crowdfunding projects on your site. You can access these controls from ID Commerce’s general settings section, under Project Submission Privileges.

docs_IDE_creator_permissions

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

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

Jerry has already created a Product in ID Commerce called “Teacher training materials”. His 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. He copies the checkout shortcode that appears when he selects his Product in IDC’s “Product Settings”. After creating a new page, he places the shortcode into the text editor, and publishes it. He decides to add some text to the page, providing purchase information about the product. He additionally creates a link to the page on his main menu, entitled “Become a Trainer”. Now, he has a page that anyone can visit to directly purchase his training course.

With that set up, Jerry looks for the Project Submission Privileges section under IDC’s general settings. He sees it just below where he previously entered his license key and email address. He changes the privilege type to “Specific Members”. Among the various options that appear, he spots a check box for the “Teacher training materials” IDC Product he made earlier. He marks the box for it and clicks the Save button.

Now his setup is complete, and he’s ready to do business! Any users wishing to raise funds for their own fitness class must first visit Jerry’s purchase page, and buy access to his 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, Jerry has decided that a video course doesn’t provide sufficient training. In order to safeguard the reputation of his business, any active trainers are required to receive ongoing, personal coaching from him on a weekly basis. He wishes to charge users $50 every week in exchange for his 1-on-1 training sessions.

To enact his new plan, he creates a new IDC Product and calls it “Ongoing Education”. Jerry changes the license type of the Product to “recurring”, and selects a week-long period frequency. He’s already set up a weekly recurring subscription plan in his Stripe account, so now all he has to do is add the name of his Stripe plane to the IDC Product and hit Save.

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

He makes the IDC Product available for direct purchase on a page, just as with the previous product. But now, users will subscribe to his 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 Jerry’s “Ongoing Education” Product, they will be able to create and manage their own crowdfunding campaigns on his site. If they cancel their subscription at any point, their privileges will be revoked.

Scenario 3: Using multiple payment options

Jerry’s analyst informs him that his target market is much more likely to subscribe to a service if customers can first make a single, regular purchase. He determines that he’s losing business by only offering a subscription.

Jerry decides to grant crowdfund campaign rights to anyone who purchases either his video training course OR his subscription plan for ongoing training. Under IDC’s submission privilege settings, with Specific Users selected, he ensures that the boxes are checked for both of his 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. Jerry has his attorney help him craft an updated Terms of Service for his web site, to make sure he won’t be held liable for any mistakes made by a customer.

But Jerry isn’t quite finished – he wants some way to contact those who made a single purchase, but haven’t yet subscribed to his ongoing training. He decides to sign up for a MailChimp account, create a new mailing list inside of it, and enable MailChip integration inside of IDC.

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