1. Driving Business with PayPal Extending Implementations To Increase Sales & Improve Customer Relationships

2. Agenda

Taking PayPal Beyond Payments

Promotional Campaigns

Intelligence in IPN

Leveraging Recurring Payments

Conclusion

3. Introduction

Leverage beyond the standard payment

Real opportunity to:

• Increase new customer sales

• Improve cash flows

• Measure business success

• Automate back end business processes

• Develop more long term customer relationships

Create a full cycle with the customer

4. Promotional Campaigns 5. Promotion Through Discounts

Common business requirements

• Pricing

• • % or amount off total order

• • Specific price for item

• • Free Shipping

• Optional minimum amounts of order

• Time window for usage of code

• Limited use per order and account for code

• Tracking and reporting of code usage

6. Technical Structure for Promotion

Use case flow

• Entry and validation of the code

• Recalculation of the order

• Payment for the order

• Storing and tracking of the code usage

For standard PayPal can use custom or item fields to track code usage

Watch for zero order totals as these will throw an error if trying to process

7. Sample User Interfaces

Entry point for code

8. Administration of Promotion Codes

Use simple database table for storage of the code properties

9. Intelligence in IPN 10. IPN Business Use Cases

Fulfillment (packing, shipping, receipts)

Accounting system processing and tracking

CRM incorporation (such as salesforce.com)

Up-sell and marketing kick off

• Email of coupons codes based on purchase profile and metadata of items

Extended payments to third parties

• Commissions to affiliates (Mass Payments API)

Fraud Management

11. Setting Up A Simple IPN Listener

Typical steps

• Verify IPNtxn_typeand variables passed

• Create logic for handling IPN

• Connect in IPN validation in listener

• Set up IPN URL account or in code

IPN Simulator in Sandbox

Executing with a test harness

12. Testing your IPN Listener

Good practice to test handling logic prior to hooking in IPN

Use PayPal Sandbox to create dynamic IPN calls with a wide range of variables

• Log in to PayPal Sandbox

• Click on Test Tools

• Click on Instant Payment Notification (IPN) simulator

13. IPN Simulator

Enter your URL for the IPN listener

Select the transaction type

Fill in the fields to be sent with the IPN

14. Code :: Process IPN

Authenticate IPN request through post back

Example uses fsockopen, could use cURL

// read the post from PayPal system and add 'cmd $req = 'cmd=_notify-validate'; foreach ($_POST as $key => $value) { $value = urlencode(stripslashes($value)); $req .= "&$key=$value"; } // post back to PayPal system to validate $header = "POST /cgi-bin/webscr HTTP/1.0"; $header .= "Content-Type: application/x-www-form-urlencoded $header .= "Content-Length: " . strlen($req) . ""; $fp = fsockopen ('ssl://www.paypal.com', 443, $errno, $errstr, 30); 15. Code :: IPN Part 2

Assign posted variables to local scope

Variables posted depend on transaction type

$txn_type = $_POST['txn_type']; $txn_id= $_POST['txn_id']; $payment_status= $_POST['payment_status']; If (isset($_POST[custom])) { $custom = $_POST['custom']; } 16. Code :: IPN :: Perform Checks and Process

Process Transaction:

if (!$fp) { // HTTP ERROR - log and notify } else { fputs ($fp, $header . $req); while (!feof($fp)) { $res = fgets ($fp, 1024); if (strcmp ($res, "VERIFIED") == 0) { // check txn_type for case processing // check the payment_status is Completed // check txn_id has not been previously processed // check receiver_email is Primary PayPal email // check payment_amount/payment_currency are correct // perform action } else if (strcmp ($res, "INVALID") == 0) { // log for manual investigation and notify } } fclose ($fp); } 17. IPN Transaction Types Source:see Instant Payment Notification Guide pdf PayPal for complete list. Sample types for special processing cart recurring_payment web_accept recurring_payment_profile_created express_checkout subscr_signup mass_pay subscr_payment subscr_failed 18. Multiple IPN Listeners

Uses

• Separate product processing

• Different site processing through one account

Two methods:

• Centralized triage

• Dynamic IPN addressing with

• • HTML notify_url

• • NVP API NOTIFYURL

• • SOAP API NotifyURL

19. Test & Retrieve Variables // loop variables add body foreach($_POST as $name => $value) { $mail_Body .= "$name : $value"; }

Create test IPN catch page

Loop through all posted vars

Send mail or log with vars

20. Back Up Transaction Retrieval

Typically for financial and business needs

Mitigates risk of communications issues

Use the following API calls (Payments Pro)

• TransactionSearch

• GetTransactionDetails

Periodic transaction search to verify all IPN messages have been received

21. Recurring Payments 22. Leveraging Recurring Payments

Through Website Payments Pro or Express Checkout

Most common uses:

• Membership fees

• Payment plans

Business effects

• Smoothing of revenue

• Longer customer relationships

23. Good Practices

Have consent to bill in place

Use authorization or an initial transaction in the recurring profile to validate account

Save profile id so can be used to match IPN notifications

24. Technical Notes

Must have either token or credit card info

• If express checkout then token

• If direct then credit card info

Minimum required fields

• Payment information or token

• Billing terms

• Description

25. CreateRecurringPaymentsProfile NVP

Minimum CreateRecurringPaymentsProfile

26. CreateRecurringPaymentsProfile SOAP

Execute SOAP request

$response =$caller->CreateRecurringPaymentsProfile($recurring_payments_request); switch($response->getAck()) { case 'Success': case 'SuccessWithWarning': // Extract the response details. $recurring_payments_response_details =$response->getCreateRecurringPaymentsProfileResponseDetails(); $profileID = $recurring_payments_response_details->getProfileID(); exit('CreateRecurringPaymentsProfile Completed Successfully:' .print_r($response, true)); default: exit('CreateRecurringPaymentsProfile failed: ' .print_r($response, true)); } 27. CreateRecurringPaymentsProfile Return

Successful

• PROFILEID

Failure

• L_ERRORCODE0, L_SHORTMESSAGE0, L_LONGMESSAGE0, L_SEVERITYCODE0

28. Testing Recurring Payments

Sandbox Testing

• Create a test personal account (for payment)

• Create API credentials

• Switch code to use sandbox and API credentials

Production Testing

• Refund and cancel recurring payment

29.

Automate processes based on

• Payment number / remaining

• Individual payment information

Transaction Types

IPN Integration recurring_payment recurring_payment_profile_created recurring_payment_failed recurring_payment_skipped recurring_payment_suspended_due_to_max_failed_payment recurring_payment_profile_cancel 30. Sandbox IPN Recurring Payment Testing

Override txn_type on the IPN simulator

Limited testing of transaction type handling

Better to hook up IPN URL in account

31. Testing Recurring Payments

Enable message delivery in the Profile settings for IPN

Send real recurring payments profile creation calls

32. IPN Message Variables

Use variable email IPN catch page

• IPN will contain test_ipn variable with value of 1 to designate sandbox

• recurring_payment_id is profile id

33. Conclusion 34. Conclusion

Describe business processes up front

Create integration and functionality so that it can scale and change easily

With these tools a business can create a full customer relationship cycle

• Feeding the funnel in the beginning

• Managing customers after the sale

• Automating processes for repeat sales

35. Q&A Chuck Hudson www.aduci.com [email_address] 36. Thank you! Questions? To learn more, visit www.ebay.com/devcon 37. From Payment to Life Cycle Payment Marketing Back-EndIntegration Back-EndIntegration