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Subscriptions and Recurring Payments Guide

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1. Page Style Name required Enter a name up to 30 characters in length The name can contain letters numbers and the underscore mark but no other symbols or spaces The Page Style Name will be used to refer to the page style within your PayPal account and in the HTML code for your PayPal Website Payment buttons Header Image URL optional Enter the URL for an image that is a maximum size of 750 pixels wide by 90 pixels high larger images will be cut to this size The image must be in a valid graphics format such as gif Jpg png and swf The image will appear at the top left of the payment page PayPal recommends that you enter an image URL only if the image is stored on a secure https server Otherwise your customer s web browser will display a message that the payment page contains insecure items Header Background Color optional Enter the background color for the header using HTML hex code The color code must be six digits long and should not contain the symbol The header is a 750 pixel wide by 90 pixel high space at the top of the payment page Header Border Color optional Enter the border color for the header using HTML hex code The color code must be six digits long and should not contain the symbol The header border is a 2 pixel perimeter around the header space Background Color optional Enter the background color for the payment page using HTML hex code The color code must be six digits long and shou
2. 64 address1i Street 1 of 2 fields Alphanumeric Maximum length 100 address2 Street 2 of 2 fields Alphanumeric Maximum length 100 city City Alphabetic Maximum length 100 state State Must be 2 character official abbreviation zip Zip Numeric Maximum length 32 characters night phone a Home phone 1 of 3 fields Numeric Maximum length 3 characters night phone b Home phone 2 of 3 fields Numeric Maximum length 3 characters night phone c Home phone 3 of 3 fields Numeric Maximum length 4 characters day phone a Work phone 1 of 3 fields Numeric Maximum length 3 characters day phone b Work phone 2 of 3 fields Numeric Maximum length 3 characters day phone c Work phone 3 of 3 fields Numeric Maximum length 4 characters Sample Code The following sample HTML code shows how the optional pre population fields would be included in your payment buttons The field entries would need to be dynamically generated Subscriptions and Recurring Payments Guide May 2005 55 56 Pre Populate Your Customer s PayPal Sign Up Sample Code by your website and included in the URL to which your customers are sent when they try to make a PayPal payment lt form action https www paypal com cgi bin webscr method POST gt nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam nam e cmd value n _ext en
3. Date PayPal will retry a failed subscription payment The number of payment installments that will occur at the regular rate optional Username generated by PayPal and 64 given to subscriber to access the subscription optional Password generated by PayPal and given to subscriber to access the subscription password will be encrypted ID generated by PayPal for the subscriber 19 May 2005 Subscriptions and Recurring Payments Guide Variables for Each Subscription Event IPN Subscriptions Variables Subscriptions Variables The following table shows which variables are associated and can be included in IPN posts with each subscription event type About payment_status and txn_type with Subscription IPN Tn IPN messages posted by Subscription events the payment status variable is sent only when a payment occurs For all other events the pertiunent variable is txn_ type TABLE A 2 IPN Variables with Each Subscription Event Payment Multi Payment Currency Variable Signup Cancel Modify USD Failed EOT Basic Information business x X X X X X X receiver email X X X X X X x receiver id X X item name X X X X X X X item number X X X X X X X Advanced and Custom Information invoice X X X X X X X custom X X X X X X X option namel X X X X X X X option selecti X X X X X X X onl option name2 x X X X X X X option selecti X X X X X X X on2 Transaction Information payment status X X pending_reason X X reason code X
4. which will only appear after someone has subscribed to your service and click the Download History button This file will contain all of your non payment Subscriptions related entries Sign Ups Cancellations and Completions For a list of all past and current subscribers filter out Subscription Cancellation and Subscription Completion Transactions For a list of active subscribers i e a list of all subscribers whose end of term has not yet been reached sort for transactions with a status of active active completed or active cancelled 44 May 2005 Subscriptions and Recurring Payments Guide Notifications Merchants Receive si IPN IPN To learn more about IPN see the PayPal Integration Guide which is available to view and download from the PayPal website If you have Instant Payment Notifications activated you will receive an IPN on e Successful Sign up e Cancellation e Successful Payments e Scheduled Payment Failures e End of Term For details about IPN variables related to subscriptions see Appendix A IPN Subscriptions Variables End of Term End of Term is one way to help you manage password access to your Subscriptions content For more help with password management please refer to the Password Management section of this document which begins on page 41 An End of Term IPN is sent when a subscription ends so you can cancel the subscriber s access to your subscription content If your subscri
5. 55 Subscriptions Variables Q LL LL LL LL LL LL 57 IPN Variables with Each Subscription Event 59 Subscriptions and Recurring Payments Guide May 2005 a List of Tables 8 May 2005 Subscriptions and Recurring Payments Guide Figure 7 1 Figure 7 2 Figure 7 3 List of Figures A payment page in the standard PayPal page style The same payment page with a Custom Payment Page Style applied 38 The same payment page with a different Custom Payment Page Style applied 38 Subscriptions and Recurring Payments Guide May 2005 ss List of Figures 10 May 2005 Subscriptions and Recurring Payments Guide Preface This Document This document which describes the PayPal Subscriptions replaces the PayPal Subscriptions and Recurring Payments Manual issued May 2004 Intended Audience This document is written for merchants and developers who implement PayPal Subscriptions on their websites Organization of This Document Chapter 1 Introduction to PayPal Subscriptions gives a brief introduction to the product Chapter 2 How It Works is an overview of how PayPal Subscriptions works Chapter 3 PayPal Subscriptions Button Factory describes the PayPal Subscriptions button factory software Chapter 4 Timing of Scheduled Payment Subscriptions details how recurring subscriptions payments operate Chapter 5 Subscription Cancellation
6. Business Premier account is verified This is your seller account 3 Open your Web browser and click the button you ve created Use the login and password for your buyer account to purchase the subscription 4 Check the results of your subscription test by looking at the emails received by both accounts and by viewing the History page for each account They should be similar to those shown in the previous How It Works section of this document 5 Log in to your seller account and refund the payment To refund a payment go to the Transaction Details page and follow the Refund Payment link at the bottom The refund reverses the entire payment including transaction fees Remember that you only have 30 days to refund the payment This testing method is free of charge and lets you complete the entire process yourself You can also have friends or trusted clients buy test subscriptions then refund them if you would prefer not to open a second PayPal account How You Get Your Money After your customer has subscribed and made any necessary first payments e You will receive an email notification of the subscription and payment if any e Your customer will receive an email receipt of the subscription and payment if any e Your PayPal account will reflect the new subscription and be credited for any initial payments You can download this information from your History transaction log NoTE To learn more about Subscriptions related not
7. Times Installments e 9 99 per month for 12 installments You would receive 12 payments of 9 99 e 3 99 for the first week e 9 99 per month thereafter for 12 installments You would receive payment of 3 99 and 12 payments of 9 99 Reattempt on Failure Click the Yes radio button if you would like PayPal to automatically reattempt failed payments Payments will be reattempted three days after the failure date After a second failure PayPal will try once more five days later A third failure will lead to an automatic cancellation of the subscription Payments made with bank accounts are automatically reattempted once three days after PayPal notifies the user that the payment failed If you select No failed payments will result in the automatic cancellation of the subscription Note For more information see Timing of Scheduled Payment Subscriptions on page 29 3 Choose a subscription button to put on your website If you are going to be using PayPal Subscriptions on your website choose the image for the button you would like your customers to use to make their purchase To display your own image enter the URL of the image s location in the URL field If you have no further details to add to your subscription click Create Button Now Otherwise click Add More Options 4 Add option fields to your button Let your customers specify information about their purchase by creating an option field You can use
8. confirm that we found the correct number of email addresses and click the Cancel Subscriptions button To view the details of your Mass Subscription Cancellation go to your history and click on the Status of the Mass Subscription Cancellation entry Note It may take up to one hour to process your cancellation Y our mass subscription cancellation log may contain the following terms e Total Emails Number of email addresses uploaded from your file e Emails Matched Number of email addresses that matched an active subscriptoin These active subscriptions were then cancelled Please note that if any email address had more than one active subscription all of the subscriptions were cancelled e Emails Not Matched Number of email addresses that did not match with an active subscription If the subscription was already completed or cancelled it will be counted as Not Matched e Successful Cancellations Total number of subscriptions cancelled Please note that this number may be higher than the number of emails matched if any email address had more than one active subscription For more details about your Mass Subscription Cancellation click the View Details button on the Transaction Details page You will be prompted to download a file containing more information Your downloaded mass subscription cancellation log may contain the following terms e Email Address Email of subscriber May 2005 Subscriptions and Recurring Payments Gu
9. describes the effects of a cancelled subscription Chapter 6 Modifying Active Subscriptions details how to change subscriptions that are still active Chapter 7 Custom Payment Pages details how to alter the appearance of the PayPal pages that are part of creating a new subscription Chapter 8 Notifications Merchants Receive gives details about PayPal Instant Payment Notification IPN notifies your website about subscription events Chapter 9 PayPal Subscriptions HTML Code includes sample HTML for implementing Subscriptions on your website Chapter 10 Integrating PayPal Subscriptions with your Website describes how to add Subscriptions on your website Chapter 11 Pre Populate Your Customer s PayPal Sign Up details how to prepopulate the fields a user sees on PayPal during sign up for a subscription Subscriptions and Recurring Payments Guide May 2005 11 a Preface Notational Conventions This document uses typefaces to identify the characteristics of text These typefaces and the characteristics they imply are described below Typeface How Used serif italics A document title A term being discussed or defined For example A file is a readable or writable stream of characters Boolean values not keywords For example The function returns true if it encounters an error monospaced Pathnames or file names that appear in body text frames Code related names that appe
10. lt input type hidden name cmd value _xclick subscriptions gt lt input type hidden name business value nora paypal com gt lt input type hidden name item name value Baseball Hat Monthly gt lt input type hidden name item number value 123 gt lt input type hidden name image url value https www yoursite com logo gif gt lt input type hidden name no shipping value 1 gt lt input type hidden name return value http www yoursite com thankyou htm gt lt input type hidden name cancel return value http www yoursite com cancel htm gt lt input type hidden name al value 0 gt lt input type hidden name p1 value 1 gt lt input type hidden name t1 value W gt lt input type hidden name a2 value 5 00 gt lt input type hidden name p2 value 2 gt lt input type hidden name t2 value M gt lt input type hidden name a3 value 50 00 gt lt input type hidden name p3 value 175 lt input type hidden name t3 value Y gt lt input type hidden name src value 1 gt lt input type hidden name sra value 1 gt lt input type hidden name srt value 575 lt input type hidden name no note value 1 gt lt input type hidden name custom value customcode gt Subscriptions and Recurring Payments Guide May 200
11. option fields to specify things like color size or gift wrapping Options must not change the price of an item but let you collect additional information from your customer without extra email communication Each Subscriptions button may have up to two option fields and you may use a drop down menu or text box to collect the information Unfortunately option fields cannot currently be used if you are creating an email hyperlink If you would still like to send out Subscriptions links in emails you may try either sending an HTML email providing a link to the Buy Now Button with Option fields on your website or asking your user to include the optional information in the Note field Subscriptions and Recurring Payments Guide May 2005 25 26 PayPal Subscriptions Button Factory Getting Started Option Field Type Choose the type of option field drop down menu or text box If you choose drop down menu you will enter the different choices If you choose text box your customer will enter his choice Option Name Enter the name of your option There is a 60 character limit on Option Names Drop Down Menu Choices If you are using a drop down menu enter your menu choices There is a 30 character limit per choice with a maximum of 10 choices Use a carriage return press Enter to separate each choice 5 Create a Cancel Subscription Button If you are going to be using PayPal Subscriptions on your website you can let your sub
12. periodl 4 D period2 optional Trial subscription interval in days weeks months or years period3 Regular subscription interval in days weeks months or years amount 1 Amount of payment for trial period 1 for USD payments otherwise blank optional Subscriptions and Recurring Payments Guide May 2005 57 58 IPN Subscriptions Variables Subscriptions Variables TABLE A 1 Subscriptions Variables Possible Variable Values amount2 amount 3 mc amountl mc_amount2 mc_amount3 mc currency See table of supported currencies recurring reattempt retry at recur times username password subscr_id Character Description Limit Amount of payment for trial period 2 for USD payments otherwise blank optional Amount of payment for regular subscription period for USD payments otherwise blank Amount of payment for trial period 1 regardless of currency optional Amount of payment for trial period 2 regardless of currency optional Amount of payment for regular subscription period regardless of currency For non payment subscriptions IPNs e txn type signup cancel failed eot or modify this is the currency of the subscription For payment IPNs it is the currency of the payment i e txn_ type subscr payment Indicates whether regular rate recurs 1 is yes blank is no Indicates whether reattempts should occur upon payment failures 1 is yes blank is no
13. subscribers will be billed automatically according to the terms you dictate removing the hassle of keeping track of which payments you have and have not received Save time and money with PayPal s hassle free Subscriptions e Easy to implement flexible and automatic billing frees you from sending invoices e No up front costs you ll have the same low fee schedule used as when you receive other PayPal payments e Sell with ease PayPal maintains detailed transaction records on our website PayPal Subscriptions can also help you improve your buyer experience with customizable buttons and secure payments so happy customers become repeat customers And there are even more benefits if you re comfortable dealing with some back end web server code PayPal provides Instant Payment Notifications server to server communications that give you instant notification of all Subscriptions activities the ability to pre populate your customer s PayPal signup pages and even help with your Subscriptions Password Management Get the most out of your website today start using PayPal Subscriptions PayPal Supported Currencies The following currencies are supported by PayPal TABLE 1 1 PayPal Supported Currencies Currency Codes and Maximum Transation Amounts Maximum Transaction Code Currency Amount AUD Australian Dollar 12 500 AUD CAD Canadian Dollar 12 500 CAD Subscriptions and Recurring Payments Guide May 2005 15 EE Introd
14. to send your customers if they cancel their payments at any point in the PayPal Website Payments payment flow If you do not enter a cancel payment URL customers who click this link will be taken to a PayPal Web page 8 Miscellaneous Shipping Address May 2005 Subscriptions and Recurring Payments Guide PayPal Subscriptions Button Factory Getting Started If you would like your customers to be prompted to provide a shipping address choose Yes If you choose No your customers will not be asked to provide a shipping address 9 Copy and Paste the Subscriptions Code When you have finished filling out the Subscriptions Button Factory form click the Continue button Y our subscription terms will be listed under the Here are the Terms of the Subscription heading you just created Make sure the terms listed are correct If your customers will be using Subscriptions through your website Copy the code from the For Web Pages text box by highlighting all of the text and pressing Ctrl C or by highlighting all of the text right clicking on your mouse and selecting Copy In your website files open the code for the Web page from which you wish to collect payment Paste the code you just copied into your Web page file wherever you would like the image to appear typically next to the description of the subscription service by either pressing Ctrl V or by right clicking on your mouse and selecting the Paste option NoTE P
15. web broswer will display a message that the payment page contains insecure items Header Background Color optional Enter the background color for the header using HTML hex code The color code must be six digits long and should not contain the symbol The header is a 750 pixel wide by 90 pixel high space at the top of the payment page Header Border Color optional Enter the border color for the header using HTML hex code The color code must be six digits long and should not contain the symbol The header border is a 2 pixel perimeter around the header space Background Color optional Enter the background color for the payment page using HTML hex code The color code must be six digits long and should not contain the symbol 5 Click Preview to preview your page style or click Save to save it May 2005 Subscriptions and Recurring Payments Guide Custom Payment Pages Previewing a Page Style Previewing a Page Style To preview a page style 1 Begin at the Custom Payment Page Styles page see Getting Started on page 25 2 Click the radio button next to the page style you wish to preview 3 Click Preview Y ou also can preview a page style when adding or editing it by clicking Preview Making a Page Style Primary When you make a page style Primary it will be applied to all of your payment pages unless you specify otherwise To learn how to apply a page style other than your Primary style see Overriding Pag
16. x payment date X X txn id X X parent txn id X X txn type subscr _ subscr_ subser_ subscr_payment subser subscr_ signup cancel modify failed eot Subscriptions and Recurring Payments Guide May 2005 59 OA IPN Subscriptions Variables Subscriptions Variables TABLE A 2 IPN Variables with Each Subscription Event Payment Multi Payment Currency Variable Signup Cancel Modify USD Failed EOT Currency and Exchange information mce gross X X mc fee X X mc currency x x x x x x X settle amount X X exchange_rate X X payment gross X X x payment fee x Buyer Information first name X X X X X X X last_name X X X X X X X payer business X X X X X X _ name address_name X X X X X X address_street X X X X X X address_city X X X X X X address_state X X X X X X address_zip X X X X X x address countr X X X X X X Y payer email x x x x x X x payer id X xX x X x X X payer status X X X X X X X payment type X x Subscription Information subscr date x x x subser _ X effective periodl X X X 60 May 2005 Subscriptions and Recurring Payments Guide IPN Subscriptions Variables EE Subscriptions Variables TABLE A 2 IPN Variables with Each Subscription Event Payment Multi Payment Currency Variable Signup Cancel Modify USD Failed EOT period2 X X X period3 X X X amount1 X X X amount2 X X X amount3 X X X mc amountl X X X mc amount2 X X X recurring X X X reattempt X X X retry at X recur times X X X username X X X X X
17. 01844 11 Alice logs into her PayPal account to check the payment Bob has sent Payment From Robert Smith 20 00 Jun 14 2002 Completed 20 May 2005 Subscriptions and Recurring Payments Guide How It Works What You See 12 Alice clicks the Completed link to see the details of the payment The link in the upper right corner gives Alice the subscription number Transaction Details Subscription Payment Received ID 467M81110G1958563V In reference to S 9U417030HE9501844 Name Robert Smith The sender of this payment is Unverified Email robertsmith beethoven com Email Address That alice mystore com Payment Was Sent to Total Amount 20 00 Fee Amount 0 88 Net Amount 19 12 Date June 14 2002 Time 19 00 17 Status Completed Refund Information If you need to refund this payment to the sender for any reason click Refund Payment The Refund Payment option is only available for 30 days after the payment was sent Return to My Account 13 The funds from Bob s subscription payment are now reflected in Alice s PayPal account balance U S Business Account Overview Name Alice s Used Books Alice Jones Email alice mystore com Add email Status Yerified 0 Balance 19 12 Currently earning 1 20 Automating the Process You can automate the handling of your Subscriptions notifications and even let PayPal help you manage your passwords To learn more please refer to the Password Managem
18. 5 47 48 PayPal Subscriptions HTML Code Sample Hyperlink for a Subscriptions Link lt input type hidden name invoice value invoicenumber gt lt input type hidden name usr manage value 1 gt lt input type image src http images paypal com images x click but01 gif border 0 name submit alt Make payments with PayPal it s fast free and secure gt lt form gt Sample Hyperlink for a Subscriptions Link The same inputs would generate the following hyperlink Note Several optional fields are included below https www paypal com subscriptions business nora 40paypal com amp item name B aseballtHattMonthlyeitem number 123 amp image url https 3A www yoursite com lo go gif amp no_shipping 1 amp return http 3A www yoursite com thankyou htm amp cancel r eturn http 3A www yoursite com cancel htm no _note 18a1 0 008p1 18t1 W82a2 5 006p2 28t2 M8 a3 50 008p3 18t3 Y8src 16sra 16 srt 5 no_note 18custom customcodesinvoice invoicenumber usr manage 1 TABLE 9 1 HTML Variables for PayPal Subscriptions Variable Required or Name Optional Description post action Required Must be set to https www paypal com cgi bin webscr cmd Required Must be set to _xclick subscriptions business Required This is your PayPal ID or email address This email address must be confirmed and linked to your Verified Business or Premier account item name Optional Descriptio
19. ENTE Subscriptions and Recurring Payments Guide For Professional Use Only Currently only available in English A usage Professional Uniquement Disponible en Anglais uniquement pour l instant Last Updated May 2005 PayPal Subscriptions and Recurring Payments Guide 2005 PayPal Inc All rights reserved PayPal and the PayPal logo are registered trademarks of PayPal Inc Designated trademarks and brands are the property of their respective owners Notice of Non Liability PayPal Inc and the authors assume no liability for errors or omissions or for damages resulting from the use of this Manual or the information contained in this Manual Preface Chapter Chapter Chapter Chapter Chapter Chapter Contents 11 1 Introduction to PayPal Subscriptions How PayPal Subscriptions can help you offer subscriptions based content LL LL PayPal Supported Currencies 0000 LL 2 How It Works A Visual Tour of PayPal Subscriptions 0 0 LL What Your Customer Sees LL What You SEG ea e daca md as dd A es ra Automating the Process es sesca a r ea aoe ia LL 3 PayPal Subscriptions Button Factory23 A step by step guide to generating your PayPal Subscriptions BUON s s 2202220002 a a a A Gelling Stalted a e bos ec Be a a BR a s a Be Ba et ara a 4 Timing of Scheduled Payment Subscriptions Payment Time Periods LL Paymen
20. L modi fy 2 Subscriptions and Recurring Payments Guide May 2005 35 EC Modifying Active Subscriptions Allow buyers to modify the terms of an active subscription 36 May 2005 Subscriptions and Recurring Payments Guide Custom Payment Pages Creating and applying customized payment page styles With our Custom Payment Pages feature you can tailor PayPal s payment pages to the style of your website for a truly seamless payment experience Make PayPal s payment flow yours with custom page colors and your own images Custom Payment Pages can be used with all PayPal Website Payment buttons including Buy Now Donations Shopping Cart and Subscriptions It is also compatible with the PayPal Account Optional feature and will apply your choices to the pages in that payment flow Examples of Custom Payment Pages The screen shots below demonstrate the types of customization you can add to your PayPal Website Payment buttons FIGURE 7 1 A payment page in the standard PayPal page style Payments by Pay Pale Payment Details Secure Transaction E PayPal is the authorized payment processor for Globe Industries PRIVACY PA Pay To Globe Industries Payment For Steel Widget Currency U S Dollars El Amount 15 00 USD PayPal Login Welcome Back Email address Problems logging im PayPal Password Forget your password Continue Subscriptions and Recurring Payments Guide May 2005 37 Custom Payment Pages Exampl
21. Phone 888 888 8888 For information about the subscription you have signed up for please contact Alice s Used Books Note You can view these details at any time by logging into your PayPal account at www paypal com Continue NoTE If Auto Return for Website Payments is selected buyers will beredirected back to the merchant s site immediately after clicking the Pay button on the Payment Confirmation page To learn more about Auto Return please refer to the PayPal User Manual and Integration Guide which is available on the PayPal website 7 Bob receives an email receipt for the transaction confirming his subscription and including a copy of the subscription s terms and payment details W Subscription Receipt for Alice s Writers Digest gt Ele Edit View Insert Format Tools Actions Help From service paypal com Sent Tue 5 14 2002 1 44 AM Dear Robert Smith You have successfully signed up for a subscription to Alice s Writers Digest using PayPal Your first subscription payment for 0 00 has already been sent to Alice s Used Books Date of sign up May 14 2002 Subscription Name Alice s Writers Digest Subscription Number S 2VF90180XV1626030 Item Number DIG Weekly Subscription Terms Free for first month Then 20 00 for each year thereafter for 5 installments xl Subscriptions and Recurring Payments Guide May 2005 19 How It Works What You See What You See 8 Alice receives an email
22. X X password X X X X X X X subscr id X X X X X X X Subscriptions and Recurring Payments Guide May 2005 61 OA IPN Subscriptions Variables Subscriptions Variables 62 May 2005 Subscriptions and Recurring Payments Guide
23. ar in body text frames Such names are used for functions callbacks arguments data structures and fields For example AbstractResponseType is the SOAP response type definition on which all PayPal API response methods are based Components of Internet protocol requests and responses such as HTTPS and FORM variables For example The PayPal system uses a method POST request to return IPN status variables related to subscriptions such as txn_type Serif bold User interface names such as window names or menu selections For example On the Profile page click Email to confirm your email address San serif Placeholders used in the context of a format or programming standard or formal oblique descriptions of PayPal system syntax Placeholders indicate values or names that the reader should provide Example For example amount is the variable for a single item shopping cart but amount X is the name of the variable for a multi item shopping cart amount 3 is the item amount for the third item in a multiple item shopping cart To convey additional information this document may also apply color and underlining to vvords or phrases that use the typefaces described above Such use is described below Text attribute How Used XXXXXX Hypertext link to a page in the current document or to another document in the set XXXXXX Hypertext link to a URL or that initiates a web action such as sending mail Documentation Problems If you di
24. be used for all Subscriptions transactions and Buy Now Donations or PayPal Shopping Cart transactions in which IPN is not enabled POST methods with variables will be used for the rest An internet URL where the user will be returned if payment is cancelled For example a URL on your site which hosts a Payment Cancelled page If if omitted users will be taken to the PayPal site Trial amount 1 This is the price of the first trial period For a free trial use a value of 0 Trial period 1 This is the length of the first trial period The number is modified by the trial period 1 units tl below Trial period 1 units This is the units of trial period 1 p1 above Acceptable values are D days W weeks M months Y years Trial amount 2 This is the price of the second trial period Trial period 2 This is the length of the second trial period The number is modified by the trial period 1 units t2 below Trial period 2 units This is the units of trial period 2 p2 above Acceptable values are D days W weeks M months Y years Regular rate This is the price of the subscription Regular billing cycle This is the length of the billing cycle The number is modified by the regular billing cycle units t3 below required Regular billing cycle units This is the units of the regular billing cycle p3 above Acceptable values are D days W weeks M months Y years Recurring payments If set t
25. cribers Subscriptions and Recurring Payments Guide May 2005 31 32 Subscription Cancellation Cancelling Multiple Subscriptions At Once 3 The Subscription is now listed as Cancelled in Alice s transaction history F Subscription Cancellation From Robert Smith May 14 2002 Canceled Y our subscribers can cancel their subscriptions by following the same steps In addition if you choose to add a Cancel Subscription button to your website your subscribers may press it to cancel their subscriptions A subscription may be cancelled up until the day of the next scheduled payment If a subscriber attempts to cancel before payment is sent on the day of a scheduled payment the payment will not be made Cancelling Multiple Subscriptions At Once If you cancel an email address which has several subscriptions all of the subscriptions will be cancelled To cancel a group of subscribers go to the History subtab of the My Account tab choose the Subscriptions field from the Show drop down menu and click the Submit button Click on the link in the Status column to view the Subscription Details of one of your active subscribers Click the Cancel Several Subscribers link at the bottom of the Subscription Details page to open the Mass Subscription Cancellation page To cancel several subscribers you will need to upload a simple text file containing your subscribers email addresses one email per line Once your file has been read
26. den lt input type hidden lt input type hidden lt input type hidden value John gt lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input secure gt lt form gt May 2005 Subscriptions and Recurring Payments Guide IPN Subscriptions Variables Subscriptions Variables Along with other IPN variables the following variables are included in Subscriptions IPNs TABLE A 1 Subscriptions Variables Possible Character Variable Values Description Limit txn type subscr subscr signup subscription sign up failed subscr cancel subscription cancellation subscr subscr failed subscription payment failure cancel subscr payment subscription payment subscrs subscr_eot subscription s end of term payment subscr modify subscription modification subscr signup subscr eot subscr modify subscr date Start date or cancellation date depending on whether transaction is subscr_ signup or subscr_cancel subscr_ Date when the subscription modification will be effective effective only for txn_type subscr modify periodl optional Trial subscription interval in days weeks months years example a 4 day interval is
27. described above to paste the Cancel Subscription code or link into your website files or email 11 Testing the Button and or Link Subscriptions and Recurring Payments Guide May 2005 27 28 PayPal Subscriptions Button Factory Getting Started Now that you have the HTML code in your website or in your email you should test it Click on the link in the email or click the button on your Web page A PayPal hosted payment page should appear with the subscription terms you specified Because your PayPal user information is saved in a cookie on your computer you will see your own PayPal username Your customers will not see your username Instead e If your customer is already a PayPal member he will see his PayPal username here e If your customer is not yet a PayPal member he will see a sign up page To view this from your computer click the link that reads If you are not Bob Smith Click Here Testing Your Subscription Implementation You should always test your subscription implementation with the live PayPal system Here s an easy way to do it 1 Sign up for a Personal PayPal account if you don t already have one and add a credit card to the account This will be your buyer account Norte According to the PayPal User Agreement you may have both one Personal and one Premier Business account Please do not set up any additional PayPal accounts as this may result in your account access being limited 2 Make sure that your
28. e some or all of your customers subscriptions Cancelling Individual Subscriptions You can cancel a subscription by going to the Subscription Details page Go to the History subtab of the My Account tab choose the Subscriptions field from the Show drop down menu and click the Submit button Click on the link in the Status column to view the Subscription Details and click the Cancel button on the Subscription Details page 1 Alice logs in to her PayPal account and clicks on the Active link in the Status column for the subscription she wishes to cancel Subscription Creation From Robert Smith va May 14 2002 Active You can also get to the Subscription Details page by clicking on the In reference to link in the Transaction Details for any subscription payments you receive 2 To cancel this subscription Alice can click the Cancel Subscription button and follow the on screen instructions Subscription Details Subscription Received S OVX783278K919502L Questions about this subscription Contact us Name Robert Smith This subscriber is Verified Email robertsmith beethoven com Subscription Date May 14 2002 Time 16 37 01 Status Active Next Payment Date May 14 2003 Amount 20 00 Subscription Terms 20 00 per year for 5 installments Item Name Alice s Writers Digest Item Number DIG Weekly Shipping Address No Address Provided Cancel Subscription Retum to My Account Cancel several subs
29. e Style Setting on page 30 To make a page style Primary 1 Begin at the Custom Payment Page Styles page see Getting Started on page 25 2 Click the radio button next to the page style you wish to make your Primary style 3 Click Make Primary 4 Click Make Primary to confirm your choice Removing a Page Style When you remove a page style the payment pages to which the style applied will no longer be customized with those specifications Instead your Primary page style will be applied to those pages If you remove your Primary page style the PayPal page style will become Primary To remove a page style 1 Begin at the Custom Payment Page Styles page see Getting Started on page 25 2 Click the radio button next to the page style you wish to remove 3 Click Remove 4 Click Remove to confirm your choice Subscriptions and Recurring Payments Guide May 2005 41 Custom Payment Pages Overriding Page Style Settings Overriding Page Style Settings Y our Primary page style will automatically be applied to all of your payment pages unless you specify otherwise To apply a page style other than your Primary style select a different one when creating your button Just click Add More Options on the button creation page and select a page style from the Custom Payment Page Style menu To change the page style for a button you have already created you can modify the button s HTML code replacing the value of t
30. e with each subscription The invoice number will be shown to subscribers with the other details of their transactions usr manage Optional Username and password generation field If set to 1 PayPal will generate usernames and passwords for your subscribers For use with Password Management see page 33 If omitted no passwords will be generated cn Optional Label that will appear above the note field maximum 30 characters This value is not saved and will not appear in any of your notifications If omitted no variable will be passed back to you Special instructions optional will be displayed cs Optional Sets the background color of your payment pages If set to 1 the background color will be black If omitted or set to 0 the background color will be white ond Optional First option field name maximum 30 characters If omitted no variable will be passed back to you os0 Optional First set of option value s If this option is selected through a text box or radio button each value should be no more than 30 characters If this value is entered by the customer through a text box there is a 200 character limit If omitted no variable will be passed back to you on0 must be defined in order for os1 to be recognized 50 May 2005 Subscriptions and Recurring Payments Guide PayPal Subscriptions HTML Code Sample Hyperlink for a Subscriptions Link TABLE 9 1 HTML Variables for PayPal Subscription
31. ent section of this document and the PayPal Merchant User Manual and Integration Guide Subscriptions and Recurring Payments Guide May 2005 21 How It Works What You See 22 May 2005 Subscriptions and Recurring Payments Guide PayPal Subscriptions Button Factory A step by step guide to generating your PayPal Subscriptions Button PayPal Subscriptions lets you accept recurring payments for your service You can create customized Subscriptions buttons for your website or generate a Subscriptions link to email to your customers Getting Started e Login to your PayPal account at www paypal com e Click on the Merchant Tools tab e Click the Subscriptions and Recurring Payments link under the Website Payments heading to open the Subscriptions Button Factory 1 Enter the name of your subscription Subscription Name Enter the name of the subscription you wish to sell in the Subscription Name field If you do not enter anything in this field your customers can complete it PayPal recommends entering a Subscription Name to make it easier for you to deliver the order Reference Item Number If you have an ID or tracking number for your item enter it in the Reference Item Number field This field will not be displayed to your customers at the time of payment but they will see it in their transaction details on the PayPal website Currency Choose the currency in which you would like this payment to be denominated This fie
32. er year In Subscription Price you would enter e Bill the subscriber for 50 Recurring Basis Select Yes if you would like your subscribers to be billed on a recurring basis This means that after the regular billing cycle that you previously entered is complete your customers subscriptions will be automatically renewed unless a customer manually cancels his subscription If you select No your customers subscriptions and payments will end after the first cycle is completed EXAMPLE 3 3 Continued from Example 3 2 Your subscription is 50 per year In Subscription Price you would enter e Bill the subscriber for 50 EXAMPLE 3 4 Examples of Regular Rates e 9 99 per week would mean a payment is made every 7 days e 9 99 per month would mean a payment is made on the same day of the month every month e 9 99 per 30 days would mean a payment is made every 30 days May 2005 Subscriptions and Recurring Payments Guide PayPal Subscriptions Button Factory pane Getting Started Recurring Times Installments Select Yes if you would like to end your customers subscriptions after a certain number of payments at your regular rates This means that once a customer has made the specified number of payments at your regular rate his subscription will be completed If you select No your customers subscriptions will continue unless it is cancelled manually or by payment failure EXAMPLE 3 5 Examples of Recurring
33. es of Custom Payment Pages FIGURE 7 2 The same payment page vvith a Custom Payment Page Style applied Payments by PREPARA Payment Details Secure Transaction Ej PayPal is the authorized payment processor for Globe Industries Pay To Globe Industries Payment For Steel Widget Currency U S Dollars El Amount 15 00 USD Tf you have never paid through PayPal Click Here PayPal Login Welcome Back Email Address Problems logging in PayPal Password Forget your password This page style includes a custom header image and header border color FIGURE 7 3 The same payment page with a different Custom Payment Page Style applied Payments by PREPARA cos This page style includes a custom header image header border color and background color 38 May 2005 Subscriptions and Recurring Payments Guide Custom Payment Pages Getting Started Getting Started 1 Log in to your PayPal account at www paypal com 2 Click on the Profile sub tab 3 Click on the Custom Payment Pages link under the Selling Preferences heading to get to the Custom Payment Page Styles page 4 From this page you can Add Edit Preview and Remove page styles as well as make any page style your Primary style Adding a Page Style You may add up to 3 page styles To add a page style 1 Begin at the Custom Payment Page Styles page see Getting Started above 2 Click Add 3 Enter your page style preferences
34. he page style variable with the Page Style Name of the style you wish to apply The next time the button is clicked its payment pages will appear in the new style 42 May 2005 Subscriptions and Recurring Payments Guide Notifications Merchants Receive Hovv you vvill be notified of nevv activity for your Subscriptions You can get Notifications for your Subscriptions in four vvays e email e history transaction log e downloadable history transaction log e IPN if you have activated it Emails You will receive an email notification in the following cases e Successful Sign up e Cancellation e Successful Payments e Scheduled Payment Failures If you do not want to receive payment notifications via email go to the Profile subtab of the My Account tab and select the Notifications link from the left hand menu Find the Payment Notifications heading and clear the I received a PayPal Website Payments or Auction Logo Payment checkbox and then click Save History Your history transaction log History contains information about your Subscriptions You may see some of the following terms in the Type column of your History e Subscription Creation e Subscription Cancellation e Payment e Subscription Completion Payment failures are not recorded by a separate line in your History However the Subscription Details page will note that a payment failed and if another attempt is scheduled the date of the next at
35. ide Subscription Cancellation E Cancelling Multiple Subscriptions At Once e Success The subscription was successfully cancelled e Failed The subscription was not cancelled Failure reasons include Already cancelled Already completed The subscription was completed prior to the cancellation Failed General failure code No Match The email address did not match any of your subscriptions e Subscription ID Unique ID for the subscription e Date Processed Cancellation date Subscriptions and Recurring Payments Guide May 2005 33 EE Subscription Cancellation Cancelling Multiple Subscriptions At Once 34 May 2005 Subscriptions and Recurring Payments Guide Modifying Active Subscriptions Allovv buyers to modify the terms of an active subscription You can let your subscribers change the name number regular terms or currency of an existing subscription vvithout canceling it and re subscribing by creating a Modify Subscription button This button can be built to allow buyers to modify existing subscriptions only or either modify existing subscriptions or sign up for a new subscription if no active subscriptions exist Buyers will not be able to modify the terms of their trial periods or change any variables other than Subscription Name Reference Item Number Regular Subscription Rate Regular Billing Cycle and Currency To create a Modify Subscription button or link 1 Create a regular Subscriptions butt
36. ifications see Notifications Merchants Receive on page 43 May 2005 Subscriptions and Recurring Payments Guide Timing of Scheduled Payment Subscriptions This chapter describes Subscription time periods failures and re attempts Payment Time Periods Scheduled payments are made based on the terms set in the Subscriptions button and or link TABLE 4 1 Allowable Values for Payment Time Periods Unit Definition Acceptable Values Day 24 hours 1 90 Week 7 days 1 52 Month 1 calendar month same day of the month 1 24 Year 1 calendar year same day of the year 1 5 Payments after a trial period ends are made one day after the end of the trial period if trial period 1 is three days long then the payment for trial period 2 or the regular rate if there is not a second trial period occurs on the day after the completion of period 1 or day 4 The subscriber has full access to the subscription for 3 days before the next trial period or regular rate begins Regular rate payments are made on the day of the previous period s completion which means payments will be made on the same calendar day if they occur on a monthly or yearly basis EXAMPLE 4 1 Payment Scheduling Subscription Terms e Free for the first 7 days e 5 for the next 3 weeks e 10 per month thereafter The Subscriber signs up on Aug 1 and is billed as follows e Aug 0 00 e Aug 9 5 00 e Aug 31 10 00 Subscriptions and Recurring Pay
37. ld not contain the symbol Subscriptions and Recurring Payments Guide May 2005 39 40 Custom Payment Pages Editing a Page Style 4 Click Preview to preview your page style or click Save to save it The next time you create a button you will have the option to apply a page style to the payment pages associated with it To do so click Add More Options on the button creation page and select a page style from the Custom Payment Page Style menu Editing a Page Style To edit a page style 1 Begin at the Custom Payment Page Styles page see Getting Started on page 25 2 Click the radio button next to the page style you wish to edit 3 Click Edit 4 Keep or modify your page style preferences Page Style Name required Enter a name up to 30 characters in length The name can contain letters numbers and the underscore mark but no other symbols or spaces The Page Style Name will be used to refer to the page style within your PayPal account and in the HTML code for your PayPal Website Payment buttons Header Image URL optional Enter the URL for an image that is a maximum size of 750 pixels wide by 90 pixels high larger images will be cut to this size The image must be in a valid graphics format such as gif Jpg png and swf The image will apear at the top left of the payment page PayPal recommends that you enter an image URL only if the image is stored on a secure https server Otherwise your customer s
38. ld will default to the currency of your primary balance Subscriptions Password Management Optional field for advanced users If you would like PayPal to generate usernames and passwords for your subscribers click the Subscriptions Password Management checkbox Instant Payment Notification and server modifications are required NoTE To learn more about managing passwords see Password Management on page 53 2 Enter the terms of your subscription Trial Periods Subscriptions and Recurring Payments Guide May 2005 23 24 PayPal Subscriptions Button Factory Getting Started You may enter up to two trial periods and rates for your subscription To create a free trial period enter an amount of 0 Trial periods can be entered as a number of days weeks months or years EXAMPLE 3 1 Your subscription may be free for the first week and 5 for the following two monthsg two months In Trial Period 1 you would enter e Bill the subscriber now for 0 e This trial period should last 1 week In Trial Period 2 you would enter e Then bill the subscriber for 5 e This trial period should last 2 months Regular Billing Cycle Required Field Enter your regular subscription rate If you entered one or two trial periods the regular rate will take effect once the trial periods are over Billing cycles can be entered as a number of days weeks months or years EXAMPLE 3 2 Continued from Example 3 1 Your subscription is 50 p
39. lease ensure that the HTML code on your Web page exactly matches the code you copied from PayPal Some HTML editors may add delete or change some characters in your code If this is the case please change the code on your Web page to exactly match the code you copied Please be sure that when you paste the HTML code for your button you are pasting this information into a field that accepts HTML code If you paste this code into a standard text field the code will be posted on your Web page as standard text For more tips on placing your payment button on your Web page see the Help section of your Web page editor If you will be sending your customers the Subscriptions link via email Copy the code from the second text box titled For Emails by highlighting all of the text and pressing Ctrl C or by highlighting all of the text right clicking on your mouse and selecting Copy Open the email you wish to send Paste the code you just copied into your email by either pressing Ctrl V or right clicking on your mouse and selecting Paste When your customers receive the email the code will appear as a link Clicking the link will take them to your PayPal payments page 10 Copy and Paste the Cancel Subscription Code or Link Copy the code from the Cancel Subscription text box by highlighting all of the text and pressing Ctrl C or by highlighting all of the text right clicking on your mouse and selecting Copy Follow the steps
40. m cecs das NN 45 Chapter 9 PayPal Subscriptions HTML Code 47 Manipulating your Subscriptions code oaoa a LL L 47 Sample HTML Code for a Subscriptions Button 47 Sample Hyperlink for a Subscriptions Link Q Qu LL LL 48 Chapter 10 Integrating PayPal Subscriptions with your Website 53 Techniques for automating PayPal Subscriptions 53 Pass Through Variables oaa a aa LL 53 Instant Payment Notification o e LL L 53 Password Management oaa aa a LL 53 Chapter 11 Pre Populate Your Customer s PayPal Sign Up 55 Sample Code 2 8 de de de PE a dE ee pe a ge ee o De ae RE de 55 4 May 2005 Subscriptions and Recurring Payments Guide Contents El Appendix A IPN Subscriptions Variables 57 Subscriptions Variables Q a a L L a 57 Subscriptions and Recurring Payments Guide May 2005 5 El Contents 6 May 2005 Subscriptions and Recurring Payments Guide Table 1 1 Table 4 1 Table 9 1 Table 11 1 Table A 1 Table A 2 List of Tables PayPal Supported Currencies Currency Codes and Maximum Transation Amounts 15 Allowable Values for Payment Time Periods 29 HTML Variables for PayPal Subscriptions 48 HTML Variables for Prepopulating Sign up
41. ments Guide May 2005 29 A Timing of Scheduled Payment Subscriptions Payment Failures If you have a recurring payment scheduled for a day that does not occur in a given month e g the 30 does not occur in February the payment will be made on the 1 day of the following month Thereafter the payment will occur on the 1 of each month EXAMPLE 4 2 Continued Payment Scheduling The recurring terms are e 10 per month billed on the 30th The Subscriber is billed as follows e Jan 30 10 00 e Mar 1 10 00 e May I 10 00 Payment Failures If a scheduled payment fails you have the option to have PayPal reattempt the payment before the subscription is cancelled Scheduled payments may fail due to several reasons including insufficient funds If you choose the Reattempt on Failure option when you create your subscription button payments will be reattempted 3 days after the failure date After a second failure we will try once more 5 days later A third failure will lead to an automatic cancellation of the subscription Norte Payments made with bank accounts are automatically reattempted once 3 days after we notify the user that the payment failed Reattempts will not occur if another subscription payment is scheduled within 14 days of the failed payment so payments do not overlap 30 May 2005 Subscriptions and Recurring Payments Guide Subscription Cancellation This chapters describes how to cancel on
42. n of item being sold maximum 127 characters If you are collecting aggregate payments this can include a summary of all items purchased tracking numbers or generic terms such as subscription If omitted customer will see a field in which they have the option of entering an Item Name return Optional An internet URL where the user will be returned after completing the payment For example a URL on your site that hosts a Information on your new subscription page If omitted users will be taken to the PayPal site May 2005 Subscriptions and Recurring Payments Guide PayPal Subscriptions HTML Code Sample Hyperlink for a Subscriptions Link TABLE 9 1 HTML Variables for PayPal Subscriptions Variable Name rm cancel retu rn al pl t1 a2 p2 t2 a3 p3 ES sre Required or Optional Optional Optional Optional Optional Optional Optional Optional Optional Required Required Required Optional Description Return URL behavior If set to 1 and if a return value is submitted upon completion of the payment the buyer will be sent back to the return URL using a GET method and no transaction variables will be submitted If set to 2 and if a return value is submitted the buyer will be sent back to the return URL using a POST method to which all available transaction variables will also be posted If omitted or set to 0 GET methods will
43. nded He clicks the Pay button to complete payment Confirm Your Payment Check the following details and click the Pay button below to complete your payment Pay To Alice s Used Books User Status Verified Business Member 0 Subscription To Alice s Writers Digest Subscription Terms Free for first month Then 20 00 for each year thereafter for S installments Currency U S Dollars El Amount Paid Today 0 00 Subscription Details Your subscription will automatically renew at the rates stated above unless you cancel prior to the end of the billing period Source of Funds Future payments will be drawn from your balance If your balance does not cover the payments you authorize PayPal to deduct the amount from MasterCard XXXX XXXX RAXX 0439 More Funding Options Pay Cancel 6 Bob is taken to a confirmation page where he sees the details of his successful transaction He is also given Alice s customer service email address and an ID for his subscription He May 2005 Subscriptions and Recurring Payments Guide How It Works What Your Customer Sees clicks the Continue button and is returned to a page Alice specified when she created the Subscriptions button Payments by Ray Pal I You have successfully signed up Subscription Information You have successfully signed up Subscription Name Alice s Writers Digest Contact Information Business Name Alice s Used Books Contact Email help mystore com Contact
44. notification of Bob s subscription You have a nem subscriber to Alice s Writers Digest Message al ES ble Edt Yew Insert Former Tools Actions Help From setvice paypal com Sent Tue 5 14 2002 6 24 PM Dear Alice s Used Books Robert Smith just signed up for a subscription to Alice s Writers Digest robertsmith beethoven com s first subscription payment for 0 00 has already been sent to your PayPal account Date of sign up May 14 2002 Subscription Name Alice s Writers Digest Subscription Number S 6LY80902RV4337023 Item Number DIG Weekly Subscription Terms Free for first month Then 20 00 for each year thereafter for 5 installments zl 9 Alice logs into her PayPal account to check the subscription and sends Bob information about accessing the subscription mj Subscription Creation From Robert Smith s May 14 2002 Active 10 After Bob s trial period is over Alice receives an email notification of his automatic subscription payment You have received a subscription payment Message Plain Text an 3 li xi file Edit View Insert Format Tools Actions Help From service paypal com Sent Fri 6 14 2002 6 44PM Dear Alice s Used Books You ve got cash Robert Smith has just sent you a subscription payment for Alice s Uriters Digest You will find the details of this subscription below Amount 20 00 Subscription Name Alice s Vriters Digest Subscription Number 5 9U417030HE95
45. o 1 the payment will recur unless your customer cancels the subscription before the end of the billing cycle If omitted the subscription payment will not recur at the end of the billing cycle Subscriptions and Recurring Payments Guide May 2005 49 FEEC PayPal Subscriptions HTML Code Sample Hyperlink for a Subscriptions Link TABLE 9 1 HTML Variables for PayPal Subscriptions Variable Required or Name Optional Description sra Optional Reattempt on failure If set to 1 and the payment fails the payment will be reattempted two more times After the third failure the subscription will be cancelled If omitted and the payment fails payment will not be reattempted and the subscription will be immediately cancelled srt Optional Recurring Times This is the number of payments which will occur at the regular rate If omitted payment will continue to recur at the regular rate until the subscription is cancelled no note Required This field makes sure your subscriber is not prompted to include a note with the subscription a function which PayPal Subscriptions does not support This field must be included and the value must be set to 1 custom Optional User defined field maximum 255 characters which will be passed through the system and returned to user in payment notification emails This field will not be shown to your subscribers invoice Optional User defined field maximum 127 characters which must be uniqu
46. ode on page 47 Instant Payment Notification Instant Payment Notifications allow you to immediately act on new sign ups payments and cancellations by sending immediate notifications to your server For example when a subscriber returns to your Successful Payment URL after signing up for a subscription you can dynamically display a page giving him immediate access to the subscription For more information see the PayPal Instant Payment Notification Manual available on the PayPal website Password Management With Subscriptions Password Management PayPal can generate unique usernames and passwords for your subscribers enabling them to access member only content on your site Subscriptions and Recurring Payments Guide May 2005 53 EI Integrating PayPal Subscriptions with your Website Password Management After a customer signs up for a subscription he will be given a unique username and password on the PayPal Successful Completion page You will then activate the username password pair on your website s server through code you write Merchants using Basic Authentication with an Apache web server on Linux may use a sample Perl script developed by PayPal that provides complete Subscriptions management The Perl script is easy to install and interacts with PayPal s Instant Payment Notification interface to automatically activate and deactivate subscription accounts To learn more about Subscription
47. on using the instructions described in the PayPal Subscriptions Button Factory section of this document which begins on page 7 Specify the terms of the new modified subscription in this button 2 Click Create Button Now and copy the resulting HTML or link code 3 If your users will be modifying their subscription by clicking a button on your website paste the provided HTML code into your Web page Between the lt form gt and lt form gt tags insert one of the following lines To make a Modify Or Sign Up button meaning buyers can use this button to either modify existing subscriptions or sign up for new subscriptions insert this line lt input type hidden name modify value 1 gt To make a Modify Only button meaning buyers can only use this button to modify existing subscriptions rather than signing up for a new subscription insert this line lt input type hidden name modify value 2 gt 4 If your users will be modifying their subscription by clicking a link in an email paste the link code into an email and add the following text to the end of the link To make a Modify Or Sign Up link meaning buyers can use this link to either modify existing subscriptions sign up for new subscriptions append this to the URL modi fy 1 To make a Modify Only link meaning buyers can only use this link to modify existing subscriptions rather than signing up for a new subscription append this to the UR
48. ption is not recurring the End of Term will be sent when the Subscription is completed If your subscription is recurring and it is manually cancelled the End of Term will be sent at the end of the current term If your subscription is recurring and it automatically cancelled due to payment failure the End of Term will be sent immediately EXAMPLE 8 1 End of Term Examples e Term 10 for 6 months e End of Term sent six months after sign up e Term 9 99 per month Paid on the 1 e Cancellation manual on Sept 15th e End of Term sent On Oct 1 e Term 10 for 6 months e Cancellation payment failure on Sept 8 e End of Term sent on Sept gu Subscriptions and Recurring Payments Guide May 2005 45 8 Notifications Merchants Receive IPN 46 May 2005 Subscriptions and Recurring Payments Guide PayPal Subscriptions HTML Code Manipulating your Subscriptions code The following tables show the different parameters within the Subscriptions HTML code and the Subscriptions hyperlink The terms for the following subscription are e Free for the first week e 5 00 for the next 2 months e 50 00 per year thereafter Recurs at regular rate for 5 payments Sample HTML Code for a Subscriptions Button The code for a Subscriptions button would look similar to the following sample NoTE Several optional fields are shown below lt form action https www paypal com cgi bin webscr method post gt
49. r so he follows the sign up instructions PayPal Login Email Address Problems loagina in PayPal Password Forget your password If you have never paid through PayPal Subscriptions and Recurring Payments Guide May 2005 17 18 How It Works What Your Customer Sees 4 So that he can make future payments for this subscription Bob is prompted to add his credit card email address and password creating his new PayPal account Enter Your Credit Card Information This payment will be processed by PayPal Your information will be kept secure and private First Name Last Name Credit Card Number 27777 Epa E Expiration Date 9 2002 Card Verification m On the back of your card locate the final 3 digit number Number Help finding Card Verification Number Using Amex Billing Address where you receive your credit card bills Street City State Zip U S A Outside the U S 5 or 9 digits Telephone Kept Private Please check that you have entered your correct email address You can use this email address and password to log in to PayPal the next time you would like to make a payment Email Address Your password should be 3 characters minimum and is case sensitive Write it down Create PayPal Password Confirm PayPal Password 5 Bob is taken to a confirmation page that displays the details of his subscription as well as information about how his automatic payments will be fu
50. r a variable 1 e leave the amount blank for your customer to define you should remove the entire variable not just the value For example you should remove this entire line from the code lt input type hidden name amount value 5 95 gt rather than just the value of 5 95 52 May 2005 Subscriptions and Recurring Payments Guide Integrating PayPal Subscriptions with your Website Techniques for automating PayPal Subscriptions You can set up PayPal Subscriptions to be fully automated and integrated with your website using the features below Pass Through Variables PayPal makes several pass through variables available which can be used to match payments with a customer ID transaction ID or any other pertinent information which you supply for tracking and identification purposes The three primary pass through variables are item number best used for customer or product ID invoice best used for a unique transaction ID PayPal will enforce uniqueness on this variable in your account and custom best used for miscellaneous information that is not disclosed to the buyer All three of these variables will display in the merchant s email notifications transaction details downloadable log and Instant Payment Notification see below Invoice and item_number are similarly disclosed to the buyer but custom is not Note For more information see PayPal Subscriptions HTML C
51. s Variable Name onl osl tax currency co de modify le Required or Optional Optional Optional Optional Optional Optional Optional Description Second option field name maximum 30 characters If omitted no variable will be passed back to you Second set of option value s If this option is selected through a text box or radio button each value should be no more than 30 characters If this value is entered by the customer through a text box there is a 200 character limit If omitted no variable will be passed back to you on1 must be defined in order for os1 to be recognized Transaction based tax override variable Set to a flat tax amount you would like to apply to the transaction regardless of the buyer s location If present this value overrides any tax settings that may be set in the seller s Profile If omitted Profile tax settings if any will apply The currency of the payment Defines the currency in which the monetary variables amount shipping shipping2 handling tax are denoted See table of supprted currency codes If omitted all monetary fields are interpreted as U S Dollars Modification behavior 0 or null The button allows buyers to only create new subscriptions 1 The button allows buyers to modify current subscriptions if they have any and to sign up for new subscriptions if they do not 2 The button allows buyers only to modify existing
52. s Password Generation log in to your PayPal account and go to the Sell tab Choose the link by the Subscriptions Password Management checkbox Norte If you use or plan to use Subscriptions Password Management then you cannot use Auto Return Likewise if you are using or planning to use Auto Return then you cannot use Subscriptions Password Management 54 May 2005 Subscriptions and Recurring Payments Guide Pre Populate Your Customer s PayPal Sign Up You can increase sales by pre populating your customer s PayPal payment pages If you have already collected your customer s information you can pass this information to PayPal to pre populate the first page of a new customer s sign up The fields and parameters are listed below You can pass all or none of this data While your customer s sign up page will be pre populated it will still be editable To pass this information to the PayPal payment pages post the variable name and the associated data to PayPal in the HTML in the form of variable name value You will also need to change your cmd value to ext enter and add a new variable redirect cmd whose value should be xc1ick subscriptions Please see the sample code below for an example TABLE 11 1 HTML Variables for Prepopulating Sign up Variable Name Value Charcter Limitations first name First name Alphabetic Maximum length 32 last name Last name Alphabetic Maximum length
53. scover any errors in or have any problems with this documentation please e mail us by following the instructions below Describe the error or problem as completely as possible and give us the document title the date of the document located at the foot of every page and the page number or page range 12 May 2005 Subscriptions and Recurring Payments Guide Preface To contact Customer Service about documentation problems 1 Go to https www paypal com Click Help in the upper left corner of the page Click Contact Us in the lower left of the page Chose Help by Email Ni E A UN Complete the form To contact Developer Technical Support about documentation problems 1 Log in to your account at https developer paypal com by entering your email address and password in the Member Log In box 2 Click Help Center at the bottom of the box on the right side of the page 3 Click Email PayPal Technical Support 4 Complete the form Subscriptions and Recurring Payments Guide May 2005 13 EN Preface 14 May 2005 Subscriptions and Recurring Payments Guide Introduction to PayPal Subscriptions How PayPal Subscriptions can help you offer subscriptions based content PayPal Subscriptions and Recurring Payments is a tool that will let you accept recurring payments for your service When you set up Subscriptions you can offer your subscribers a trial period special introductory rates and a regular rate Your
54. scribers cancel their subscriptions from your website Choose an image for a Cancel Subscription button you would like your customers to press to cancel their subscriptions To display your own image enter the URL of the image s location in the URL field A link that you can send to your subscribers who wish to cancel will also be created 6 Customize Your Payment Pages Custom Payment Page Style Give your customer s a seamless payment experience by customizing PayPal s payment pages to match the style of your website If you have already added Custom Payment Page Styles in your Profile they will be listed here Choose the page style you would like to appear when your customer presses your PayPal Website Payments button To learn more about creating page styles please see Custom Payment Pages on page 23 7 Customize Your Customers Experience Your customers will expect information about accessing their subscriptions on your Successful Payment page Successful Payment URL Enter the URL where you would like to send your customers after they have completed payment Once your customer has completed his payment he will see a payment confirmation page From this page he will click the Access Subscription button and return to the successful payment URL you have specified If you do not enter a successful payment URL customers who click this link will be taken to a PayPal Web page Cancel Payment URL Enter the URL where you would like
55. subscriptions according to the other parameters specified by the button and does not allow sign up for new subscriptions Sets the default country and associated language for the login or signup page that your customers see when they click your button If this variable is absent the default will be set from the user s cookie or will be set to the U S if there is no cookie Can be set to any of the countries currently available on PayPal Subscriptions and Recurring Payments Guide May 2005 51 FEEC PayPal Subscriptions HTML Code Sample Hyperlink for a Subscriptions Link TABLE 9 1 HTML Variables for PayPal Subscriptions Variable Required or Name Optional Description page style Optional Sets the Custom Payment Page Style for payment pages associated with this button link The value of page_style is the same as the Page Style Name you chose when adding or editing the page style You can add and edit Custom Payment Page Styles from the Profile section of the My Account tab If you would like the button link to always reference the style you make Primary set this variable equal to primary If you would like the button link to reference the default PayPal page style set this variable equal to paypal The page_style variable has a maximum length of 30 characters Valid character set is alphanumeric ASCII lower 7 bit characters only plus underscore It cannot include spaces NoTE If you would like to remove the values fo
56. t Failures LL 5 Subscription Cancellation Cancelling Individual Subscriptions ooa a a Cancelling Multiple Subscriptions At Once 6 Modifying Active Subscriptions Allow buyers to modify the terms of an active subscription Subscriptions and Recurring Payments Guide May 2005 15 15 15 17 17 17 20 21 23 23 29 29 30 31 31 32 35 est Contents Chapter 7 Custom Payment Pages 37 Creating and applying customized payment page styles 37 Examples of Custom Payment Pages o LL 37 Getting Started a e na aane a o a a 39 Adding a Page Style ka Qu ee ee 39 Editing a Page Style Qu LL a 40 Previewing a Page Style ooa a a LL 41 Making a Page Style Primary LL LL 41 Removing a Page Style rrepa ea dop eap e e E LL 41 Overriding Page Style Settings LL 42 Chapter 8 Notifications Merchants Receive 43 How you will be notified of new activity for your Subscriptions 43 Emails os QS ees de EE RE ew Ger de ee Es 43 HISTOI esa arar et a Da AA AA AR AA A a dg qua 43 Downloadable Logs LL 44 Download Payment History LL LL 44 Download Subscriber List 0 o e 44 EA A Es Dec ede el NS en Bee nel 45 End of ler
57. tempt Subscriptions and Recurring Payments Guide May 2005 43 EC Notifications Merchants Receive Downloadable Logs The Status column of subscription creation entry may contain the following terms e Active There are future scheduled payments for this subscription e Cancelled The subscription has been cancelled No future payments will be made e Completed All payments for this subscription have been made NoTE When you download your subscriber log the Completed and Cancelled statuses will be pre pended with active or inactive e g active completed or inactive cancelled This indicates whether the end of the term for the cancelled or completed subscription has been reached Downloadable Logs To download all of the Subscription related entries in your History you will need to download two files First login to your PayPal account go to the History subtab of the My Account tab and choose the Download Log link in the Quick Links menu Download Payment History Click the All Transactions radio button or enter the dates of the entries you want to download choose the type of file you would like to download Comma delimited Tab delimited Quicken or QuickBooks and click the Download History button This file will contain all of your Subscriptions related payments Download Subscriber List Click the All Transactions radio button or enter the dates of the entries you want to download choose the Subscriptions radio button
58. ter gt e redirect_cmd value _xclick subscriptions gt e business v alue alicelmystore com gt item name e item number e no note va value Alice s Writers Digest gt value 12 gt lue 1 gt e currency code value USD gt value value e al rm e pl1 uw e t1 EF e t233 e p3 EES e src value e sra value value value 0 00 gt 170 value 9W gt 20 00 gt LS value Y gt a UES l ocinput type hidden name first name e last name value Doe gt e address1 v e address2 v alue 9 Elm Street gt alue Apt 5 gt e city value Berwyn gt state valu e zip value Y PA gt 193122 e night phone a value 610 gt e night phone b value 555 gt e night phone c value 1234 gt e day phone a e day phone b e day phone c value 610 gt value 555 gt value 1222 gt type image SRC http images paypal com images x click but01 gif border 0 name submit alt Make payments with PayPal it s fast free and lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hidden lt input type hid
59. uction to PayPal Subscriptions PayPal Supported Currencies TABLE 1 1 PayPal Supported Currencies Currency Codes and Maximum Transation Amounts Maximum Transaction Code Currency Amount EUR Euro 8 000 EUR GBP Pound Sterling 5 500 GBP JPY Japanese Yen 1 000 000 JPY USD U S Dollar 10 000 USD 16 May 2005 Subscriptions and Recurring Payments Guide How It Works A Visual Tour of PayPal Subscriptions In this tour a customer named Bob who is new to PayPal will be purchasing a subscription to Alice s Writers Weekly from Alice s website What Your Customer Sees 1 Bob goes to Alice s website and clicks the Subscribe button Home Art Language History Science Aces Winters Weekly Titers Week Alice s Writers Weekly The inside scoop on the world of publishing delivered to your inbox once a week Price 20 00 Subscribe 2 Bob is taken to a PayPal Payment Details page which displays the details of the payment he is about to make as well as the details of the subscription Payment Details PayPal is the authorized payment processor for alice mystore com PRIVACY E BBBOnLine Pay To alice mystore com Subscription To Alice s Writers Digest Subscription Terms Free for first month Then 20 00 for each year thereafter for 5 installments Currency U S Dollars El Amount Paid Today 0 00 3 Bob is prompted to log in to his PayPal account however he is not yet a PayPal membe

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