BlueLena Guide: Wallkit is a paywall/registration system that enables contacts to create accounts and make financial contributions.
Why would I use Wallkit?
- Publications use Wallkit as a paywall system to help gate on-site content and drive monetization.
- Publishers will also appreciate that Wallkit can operate as an account management system that allows users to update newsletter preferences.
- Publishers often take advantage of the integration process and its customizability to create more in-depth workflows and have more control over their system.
Why would a publication choose Wallkit over other paywall/registration systems?
- Wallkit is completely API-based, giving you the option to let your development team handle integration or outsource it to Wallkit developers. This means you can customize your integration more than other platforms.
- Wallkit allows you to drive ticket sales for events.
- Wallkit supports an array of content management systems, payment platforms and software, including WordPress, Hubspot, Streak, Mailchimp, Stripe, ActiveCampaign and Slack.
- Wallkit allowsediting access for transactional emails.
- You can configure content gating on a per-article basis.
Wallkit Data Glossary:
| Item | Description |
|---|---|
| WK_ID | Wallkit account number |
| WK_signup_date | Registration date / account creation date |
| WK_status | Membership status (blank for non-members. Active, Cancelled, Trial for current members) |
| WK_plan | Membership type (subscriber, ex-subscriber, registered) |
| WK_price_tier | Product name |
| WK_billing_cycle_interval | # of billing cycles |
| WK_billing_cycle_frequency | Billing cycle (annual, monthly) |
| WK_auto_pay_status | Autorenew (1 = enabled, 0 = disabled) |
| WK_previous_plan | Previous membership type |
| WK_previous_price_tier | Previous product name |
| WK_last_login_date | Last login date to your website |
| WK_billing_period_start | Subscription start date |
| WK_billing_period_end | Subscription end date/renewal date. (This will always show, so to determine churn we use this field in conjunction with WK_status) |
| WK_latest_payment_date | Last payment date |
| WK_trial_status | Indicates if currently on trial (1 = on trial, 0 = not on trial) |
| WK_trial_period | Trial billing cycle (annual, monthly) |
| WK_trial_start_date | Trial start date |
| WK_trial_end_date | Trial end date |
| WK_recurring_payment | Recurring $ amount |
| WK_latest_payment_amount | Latest $ amount paid |
| WK_total_paid | Total $ paid |
| WK_group_name | Group name if on a group subscription |
How do I create a member profile? How do I login via Wallkit?
Navigate to the website where the Wallkit system is installed, and then go to either a Sign-up or Sign In button, which lives in the upper right corner of the navigation bar. Click on that button and this will bring up a modal (like the one below):
Note: If you migrate users over from a previous paywall/regwall system, they are also able to do their first login by simply entering their email and leaving the password field blank.
How does a subscriber reset their password?
Upon navigating to the Sign In modal, you will see an option at the bottom saying forgot password. Click this and enter your email in the modal. Wallkit will send an email with instructions to reset the password.
However, if a subscriber asks for your team to update the password for them, you’ll follow these steps listed below:
- Login to your Wallkit account and select the Audience tab on the left-hand navigation bar.
- Once this page loads, search for the affected subscriber’s email address using the global filter modal.
- This will bring up their subscriber profile, and on the left-hand side you’ll see the “Account Details” section.
- Scroll to the bottom of this section and you’ll see a field labeled “New Password”. Simply enter any temporary password (or a password that the subscriber specified) and then select “Save” at the bottom.
- This completes the process of manually setting a new password for a subscriber.
How do I merge subscriber accounts?
If a contact has a non-paid account and a paid account but wants to switch around the emails, follow the process below:
- If you have a non-paid account under one email address (jake123@gmail.com) and a paid account under another (jake123@outlook.com), and want to flip these, make a simple edit. On the current non-paid account, edit their email and add “+test” before the domain name. This is a necessary step because you cannot have two accounts with the same email existing at the same time.
- Example: jake123@gmail.com would now be jake123+test@gmail.com
- Go to the current paying account, copy the current email, then enter the non-paying email here: jake123@gmail.com
- Finally, navigate back to the profile that you changed to jake123+test@gmail.com, and update that to jake123@outlook.com.
- Once completed, confirm with the contact if they wish to get rid of the unpaid account, then delete it if necessary. Account deletion must occur in both your monetization platform and also ActiveCampaign.
How does a subscriber switch payment tiers?
- Navigate to the website and login, then select the Account Settings button.
- Once this modal opens, scroll down to a section called Subscriber settings or Subscription, and there is a button allowing you to change the product tier.
- However, if a subscriber requests that your team help them switch payment tiers, you’ll follow the steps listed below:
- Login to your Wallkit account and select the Audience tab on the left-hand navigation bar.
- Once this page loads, search for the affected subscriber’s email address using the global filter modal.
- This will bring up their subscriber profile, and scroll down until you see the “Subscriptions” section on the right-hand side.
- Select the trash icon off to the right of the subscription they want to cancel, and confirm the deletion
- Finally, assign the product/payment tier that the subscriber wishes to switch to, check the expiration date to make sure it’s set to the correct date and then enable the auto-renew option. This ensures that the subscriber is switched to the new product and that they’ll be charged the new price on their previous renewal date.
- ***Note that if you wish to charge the subscriber immediately for the price of the new product, you’ll instead want to set the expiration date to the following day so that it begins this charge immediately.
How do I manually add a free access subscription to a contact?
In order to add a free access subscription for a contact, first make sure that they don’t have any payment methods attached to their profile. Once confirmed, you’ll navigate to the “Subscriptions” section of their profile and select “Add”. From here, all you’ll need to do is to choose your plan and then select “Attach”. Finally, click the edit icon next to the new subscription to ensure that auto-renew is NOT selected, and this process will be completed.
How do I cancel a subscriber account?
- Cancel a subscriber’s account from the Wallkit admin portal by going to “Audience” then navigating to the customer’s profile, scrolling down to the Subscriptions section on the right hand side.
- You can delete this entirely (cancel immediately) by selecting the trash icon, or you can also turn off auto-renew (cancel at billing period end) by clicking the edit icon and deselecting auto-renew.
- If you’re helping a subscriber, once they’re logged into the website, select Account Settings and scroll down to the subscriptions section of the menu. From here, there is an option to cancel a subscription/turn off auto-renew.
How do I offer a refund?
While subscriptions themselves are managed through the Wallkit platform, refunds will need to be processed directly through Stripe. For documentation on how to issue a refund within Stripe, click here.
How does a subscriber update their payment method?
Once logged into the website, the subscriber needs to open up Account Settings and scroll down until they see payment methods or payment information, then a button allowing them to update or add payment information.
How does a subscriber update their newsletter preferences?
Once they’re logged into the website, open up Account Settings and scroll down until you see a Newsletters section. Once here, select/unselect newsletters to match preferences.
What is the difference between creating a new plan and a new pricing tier?
- For documentation on the usage of Plan groups, click here.
- For documentation on the usage of pricing tiers, click here.
How do I add users to groups? What is the purpose of invite codes, and how do I use them?
- For documentation on what a group is and how to add users, click here.
- For documentation on the overview of invite codes and how to create them, click here.
Why does my Stripe reporting no longer show subscriptions data?
Wallkit operates by managing the subscriptions within their own platform and passing these payments through to Stripe. Since Stripe subscriptions reporting only corresponds to Stripe-managed subscriptions, the reporting will not be valid while using Wallkit. Instead, you should refer to the WallKit dashboard for subscriptions reporting metrics.
