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Pro User Guide

4 minute read

How do I make certain web pages accessible only to my members who are logged in?

Protecting your pages so that only your members who are logged in can access them is easy to do using Plasso’s backend client if you have access to your backend code for each page you want to protect. In order to set this up:

  1. Copy & paste our back-end code snippet into your code base.
  2. Put it at the very top of each page you want to protect.

Note: At the moment we support PHP, Javascript, Ruby, and Go back-ends. However we’ll be adding back-end clients for Python and others in the coming months. Stay tuned!

How do I enable Integrations for Email Marketing?

Integrations within your space enable you to send off customer data to email marketing service providers like Campaign Monitor, Mailchimp, and Sendy. To get started, be sure you have an active  account created with your preferred Email Marketing Service Provider.

For Campaign Monitor

  • Click on Integrations in the left-side menu of your space.
  • Choose Campaign Monitor from the list.
  • Paste in your API Key located on your Account Settings page under API keys
  • Click the Get Client List button beside your API Key.
  • Verify that the “Client to use” is the Campaign Monitor account to link to. If not, choose it form the dropdown menu.
  • Select the list(s) that you’d like to send your customer data to.
  • Click the “Enable this Integration” toggle, and click save!

For Mailchimp

  • Click on Integrations in the left-side menu of your space.
  • Choose Mailchimp from the list.
  • Paste in your API Key located on your Account page under the Extras drop down menu.
  • Click the Get Email Lists button beside your API Key.
  • Verify that the “Client to use” is the Intended Account to link to. If not, choose it form the dropdown menu.
  • Select the list(s) that you’d like to send your customer data to.
  • Click the “Enable this Integration” toggle, and click save!

For Sendy

  • Click on Integrations in the left-side menu of your space.
  • Choose Sendy from the list.
  • Paste in your Sendy URL (i.e. https://newsletters.example.com) and your List ID(s) located under Lists & Subscriptions when logged in to Sendy.
  • Click the “Enable this Integration” toggle, and click save!

For more information on email integration, visit our Help Center article.

How do I setup and use custom analytics?

Plasso gives you the ability to use 3rd party analytics services for your Spaces. Currently Google AnalyticsSegment and GoSquared are supported. In order to set up custom analytics:

  1. Visit the Setup page for the Space you’d like to track
  2. Select your preferred service from the Analytics Service drop down menu
  3. Enter your Analytics Account ID in the text box on the right
  4. Hit Save in the bottom right corner

Data will be mapped over to display Referral Sources, Page Activity, Page Titles, the number of Active Users, and more. If you’re needing more analytics information or require specific data to be tracked, reach out to our support team and we’d be happy to help 💯.

For more information on custom analytics, visit our Help Center article.

How do I set up Webhooks with Plasso?

Setting up webhooks in Plasso is easy. Plasso’s webhooks allow you to send your customer’s data when they signup / buy something to the location of your choosing. You can add a webhook URL by:
  1. Going to your Storefront Space Setup page inside Plasso
  2. Under the Webhooks section, add in the URL that you want to receive webhooks at
  3. Click Save and that’s it. ✅

If you are looking to test the webhooks first to see what data is returned, you can use Webhook.site. If you’re wanting to send Webhook data to Zapier, you can do that too!

Right now there is only one event that gets sent as a webhook, and that is when an Order is placed (new purchase). We will be adding more in the coming weeks.

For more information on Webhooks, visit our Help Center Article.

How can I add custom Metadata?

If you need to pass custom data along with a customer’s purchase/account you can use Plasso’s Metadata feature. Plasso will store any metadata you send and pass that metadata along in our web-hooks and API. We’ll also send metadata to the payment gateway (Stripe/PayPal) for each charge. You’ll also be able to view the metadata from the Plasso dashboard, directly on the Order and/or Subscription dashboard page.

When a customer places an order Plasso creates a few different records that you can store metadata on. You can store metadata on the order record, member record, subscription record, and charge record.

Metadata is limited to 10 keys (per record type), with a 40 character limit for key names. Values are limited to 500 characters. Values can be of type: string, number or boolean

Passing metadata to Plasso will look something like:

metadata: {
  order: { ... },
  member: { ... },
  plans: { ... },
  gateway: { ... }
}

You do not need to specify all these keys (order, member, plans, gateway). They are all optional. You get to decide where you’d like your metadata to be stored.

To store metadata on a subscription record at the time of order, you’ll need to use the plans type and specify your metadata for the desired plan_id. Here is how you can do that:

metadata: {
  order: { ... },
  plans: {
    "my_plan_id": { ... },
    "super_plan_two": { ... }
  }
}

For additional information, visit our Help Center article.

 

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