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I'm looking for recommendations on a good robust membership site software.
This is a rather long post kind of a laundry list of what I am looking for in a system.
Any recommendations are extremely welcome.
I want it to be in php (no cgi, or anything else) and easy to install on my site.
I will be installing this on our site.
I would like to buy a liscence to use the software (not a recurring fee to use it).
Here is some of what I need it to do:
SOURCE CODE included.
(1 . controls error handling for all protected directories, and the htaccess/htpasswd files generated
2. integrates with other web programs (such as bulletin boards, etc. so users do not need to remember multiple logins )
ability to define a subscription to be a trial. When the trial expires, the plan will be switched from the trial subscription to a permanent subscription, and billing will automatically start.
I can require a user be subscribed to a specific membership in order to purchase another subscription. Customer must buy product A (or subscription A) in order to be able to buy product B or Subscription B
So I can group products and subscription in various categories, to present them to our clients in a more organized fashion.
INTEGRATED SHOPPING CART
1. Accept orders online for each membership and/or subscription. Each subscription can be a recurring or one-time fee
2. I can define a password-protected area for the download or other content after ordering.
3. Customers can set up an account if they do not already have one, and place their order and receive approval and access in real-time.
Accepts Authorizenet.net, Cybercash, Paypal, etc.
Automatically bills when a recurring subscription becomes due - completely automated.
Also, if payment is made by alternate means, such as a check or wire transfer, manual payment can be entered against outstanding charges.
Affiliates can sign up for an affiliate account through the system.
Multiple ways to pay, multiple ways to set commissions (by affiliate; by product)
Unlimited newsletters can be defined that users can manage in their account area.
All stored credit card numbers are encrypted with my own private key before writing them to the database.
Administrator can set a tax rate (item by item and by state) to be included in the order total at checkout. (This feature can be disabled)
SECURITY & FRAUD PREVENTION
IP addresses for each order is logged.
E-mail addresses can be blocked by domain
IP addresses or entire IP blocks can be prevented access
Option to require users to validate their e-mail address before they can place an order.
Blocks users from registering another account with the same e-mail address.
Requires users to validate e-mail or password changes by e-mail before making the changes final.
Generates long session id's, and users are logged out after 30 minutes of inactivity.
CUSTOMER ACCOUNT ACCESS
Customers can login and view/edit the following records:
Order History and Order Details
Cancel Current Subscription(s)
Billing History and Billing Details
Credit Cards on File
Newsletter Subscribe/Unsubscribe Form
AFFILIATE ACCOUNT ACCESS
Affiliates can login and review the following records:
Orders they have referred, Order amount, ID, and Status
Credits that have been applied to their account, and the credit status
Payout history and status
CREDIT CARDS ON FILE
Customers can place orders using a credit card they have placed on file, add a new card, or update an existing card that has expired or declined for any reason.
LOST PASSWORD FINDER
Customers can use the lost password finder to be reminded of their account password.
SECURE PASSWORD PROTECTION
I can set individual username/password for the management area along with rights for each username in the admin area
CUSTOM MEMBERSHIP/SUBSCRIPTION OPTIONS
I can set up unlimited membership/subscription options that can be billed once through infinity, or they can be free. I want to be able to set:
1. a one-time setup fee that is billed with the initial order.
2. If the membership/subscription option is a recurring one, I can set how often I would like it to be billed.
3. Each membership/subscription option can have a password-protected area for members to access. (A customer buys subscription A and then adds on a premium option to get to other areas)
ACCOUNT MANAGEMENT AND SEARCH
Let me search for customers however I want:
Then be able add/search/view/edit all their account details
AFFILIATE MANAGEMENT AND SEARCH
Search for a specific affiliate, and then add/search/view/edit all their account details, including referrals (hits), orders, payout options, and payout history. Pending payouts can be made and updated to a paid status here. Affiliate search by: Name, Address, City, State, Zip, Country, Payout Type, and Period added. Affiliate payouts can also be generated for a specified period. (From Date to Date)
I can approve or decline orders manually.
Also I can add/search/view/edit all orders in the database.
Search Orders by: Order status, Account, and Period added.
Subscriptions can be canceled to halt future billing and revoke user access at the end of the current billing period.
And I can cancel or suspend subscriptions manually whenever I want.
I can give out coupons to customers and potential customers.
I can set
Coupon Amount: % or $ amount
Uses per Coupon:
Uses per Customer:
Valid Product List:
Valid Categories List:
I can add/edit/delete all coupons in the database.
I can set
Certificate Amount $ ONLY
Expiration Date: (Either set one, or the ability for it to
last forever until redeemed)
Valid Product List:
Valid Categories List:
Gift Certificates Are Manually approved - NEVER automatic
Can use partially and still have the credit remaining
(multiple uses until all funds are used up).
PAYMENTS AND AUTO BILLING MANAGEMENT
View a list of due/overdue subscriptions, make manual payments, send a payment notice, or bill all due accounts. (Via a supported gateway)
PROTECTED DIRECTORIES AND AREAS
View a list of protected directories, add new directories, and edit/delete existing directories.
Add new subscriptions, or edit/delete/make unavailable existing subscriptions. Also, generate protection code for single files or scripts.
CUSTOM CHECKOUT ATTRIBUTES
Define custom attributes that will be displayed on the checkout page (whatever information I want to collect from our customers at checkout, and save it to their order.) Text boxes, checkboxs, etc.
ROBUST REPORTING ON ALL ASPECTS OF BUSINESS
Profits, over due, unsubscribes, etc.
Generate e-mail lists for mass mail by specific account and subscription type and status details. Integrated A/R
Add/edit newsletter lists, and view the sign-up statistics for each newsletter.
Generate mailings to any of the newsletters, and personalize the message with the users name and an 'unsubscribe' link.
EXPORT ACCOUNT DATA
I can specify the field delimiter, the fields I want to export, and the order in which to display the results.
I can create administration notes for each account and order record that can only be reviewed by the administrator, and not by the customer.
ENTER MANUAL PAYMENTS
I can enter manual payments for customers who made a payment via check or over the phone. The customer's account will automatically be updated as billed and current.
Admin can clean up the session database to remove all outdated sessions and cart items from the database. I can download all data.
Define e-mail for alerts and notices for Admin.
Define tax options.
Define affiliate options, payout options and frequency.
PAYMENT PROCESSOR MODIFICATION
Configure merchant account right through the admin control
HTML LAYOUT ADMIN
Ability to control the HTML headers, footers, font and background colors through the admin section.
Ability to upload headers and footers. Ability to create custom Company Information, FAQ, Contact Info, Policy, and Privacy Statement Pages.
TEMPLATE BASED E-MAIL
I can set the wording and turn on/off certain e-mails that are sent out on specific occasions. (New order, registration, receipts, declines, etc.) I specify exactly what information I want sent to myself, the customer, and affiliates, and when to send it.
automatically remove/add login in the password file(s) as needed, based on billing status & other criteria.
Any suggestions or recommendations?
Maybe something that does most if not all of the above.
Its good to see you have a clear idea of what you want, that specification is something you can send to a shortlist of suppliers to have them comment on the suitability of their product in more detail.
However, be careful not to make your life difficult by insisting on php and source code, as that may mean you miss out on a package thats far better suited to business requirements rather than personal technology preferences.
Have a look at make-a-store, that seems to cover most of the features you list. Unless you pay $000's you don't get the source, so you'd need to host with them, but the flexibilty of the way their teplates work are almost as good as having access to source anyway.
Off the shelf software may get you close but given your items list - do you have the budget for getting a custom app built? It will cost you more but I think you'd be happier in the end.