Let's go shopping with Drupal!

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1. DrupalACT April 2012Lets go shopping with Drupal!Ubercart & Recurring Payments Justin Freeman DrupalACT April 2012 2. About AgilewareCanberra companyDrupal web developersOur clients include: Federal Government,Agencies, Non-profits, Associations, Departmentof Defence, SMEs, International organisationsYour friendly, local Drupal dudeshttp://agileware.com.auagileware.com.au * DrupalACT April 2012 3. What well coverHow to build an Australian, Drupal shopping cartEssential Drupal modulesRecommended third party servicesRecommended payment optionsAustralian considerationsSubscriptions and recurring paymentsSecurityCostsagileware.com.au * DrupalACT April 2012 4. Shopping cart, WTF? Sell stuff on the Internet Accept payment, deliver something in return Sell things like: products, services, goods,information, access, downloads, events, tickets,auction sites Catalog product price payment delivery agileware.com.au * DrupalACT April 2012 5. Examples Standard sites: http://postertext.com http://audreyblue.com Customised sites: http://pawsforlife.com.au http://agilemail.com.au 6. The competition!Good selection of open source shopping cartsoftware is availableLot of it is not so good OSCOMMERCESome of it is good Magneto CommerceBut mostly theyre not so good: Poorly documented, no API Customisations, difficult Updates are PAINFUL Fragmented community No formal issue queue, standards etc. agileware.com.au * DrupalACT April 2012 7. Why use Drupal?Drupal has solved many of these projectmanagement issues and QA is good.(Dont take my word for it try the competition!)Highly customisable, extensibleDrupal does have good shopping cart modules: Ubercart (Drupal 6 & 7) http://drupal.org/project/ubercart Commerce (Drupal 7 only) http://drupal.org/project/commerce agileware.com.au * DrupalACT April 2012 8. Build your websiteDo the usual Drupal build steps: Install Drupal and required modules Design or select required theme Customise installation, as required Test, test and test some moreCommon areas for customisation: Catalog (less clicks) Product display (make it sexy!) Pricing options (making choice easier) Checkout process (reduce steps)agileware.com.au * DrupalACT April 2012 9. Demos1.Default Drupal, Ubercart site2.Standard shopping cart workflow3.Customised user experience and workflowagileware.com.au * DrupalACT April 2012 10. Essential modulesUbercart, http://drupal.org/project/ubercart Available for Drupal 6 or 7Ubercart VAT, http://drupal.org/project/uc_vat Required for Ubercart, Drupal 6 onlyUbercart SSL, http://drupal.org/project/uc_ssl Force SSL connection on Ubercart pages Secure Pages is another optionagileware.com.au * DrupalACT April 2012 11. Recommended modulesUbercart EWAY, http://drupal.org/project/uc_eway For EWAY integration to process credit card transactionsGoogle Analytics,http://drupal.org/project/google_analytics Track conversions from Google AdwordsUbercart Views, http://drupal.org/project/uc_views Views integration, custom reports agileware.com.au * DrupalACT April 2012 12. For Australian cartsImport Australia into Country data and disableAmerica & Canada (unless selling o/s). admin/store/settings/countries/editChange US currency, measurements admin/store/settings/store/edit/formatConfigure UC_VAT, set up GST +10% tax. Required to display price as: $9.95 GST inc All prices should be stored ex-GST Apply only to orders for Australian customers admin/store/settings/taxes/vatagileware.com.au * DrupalACT April 2012 13. For Australian carts Change default Invoice template Need to add information: Tax Invoice & ABN Copy and modify these files: ubercart/uc_order/templates/uc_order-customer.tpl.php uc_order.tpl.php (make blank) active admin theme eg. sites/all/themes/rubik active site theme eg.sites/default/themes/agilemail Symlink admin theme files to active theme Acquia Prosper theme has /invoice set up correctly agileware.com.au * DrupalACT April 2012 14. Demo GST tax rules GST inclusive, /admin/store/settings/taxes/vat Tax Invoice agileware.com.au * DrupalACT April 2012 15. Recommended servicesEWAY, http://eway.com.au More on these guys shortlySSL certificate, http://rapidssl.com Decent price, quick to deliver, good compatibilityPaypal, http://paypal.com.au Your customers may not trust you, but (unfortunately) they will trust PaypalMailchimp, http://mailchimp.com Stay in touch with your customers, sendnewslettersagileware.com.au * DrupalACT April 2012 16. Why EWAY?agileware.com.au * DrupalACT April 2012 17. Why EWAY?API agnostic: Banks can have different credit card APIs Drupal modules exist for specific Banks General one which covers multiple Banks, see http://drupal.org/project/uc_migs EWAY is a credit card processor, talks to all Banks Provides independence from any single Bankagileware.com.au * DrupalACT April 2012 18. Why EWAY?Security: Storing credit cart details is a very bad idea You become a target and are liable for breaches. Security is your problem. This is not a nice problem to have. So let someone else have this stress, EWAY! All credit card details are sent to EWAY over thewire, processed in real-time and never stored. Great anti-scam, anti-fraud featuresagileware.com.au * DrupalACT April 2012 19. Why EWAY?Features: Have rich XML post-response based API, http://www.eway.com.au/Developer/eway-api/ Support token-based recurring transactions SMS transaction report Web control panel: reports, refunds, manual transactions Based in Canberra, Phillip Great phone and developer support (they listen!) Affordable agileware.com.au * DrupalACT April 2012 20. New contender - FatZebraNew Canberra startupPayment processorCheaper than EWAYSimilar API and featuresJSON based APIYoung and energetic teamhttps://fatzebra.com.au agileware.com.au * DrupalACT April 2012 21. Recommended payment optionsDont force customers to pay using credit cardProvide payment options, make the sale! EFT (direct deposit) Cheque Paypal Credit card agileware.com.au * DrupalACT April 2012 22. Recurring paymentsDrupal module, http://drupal.org/uc_recurringMaintained by this guy, Chris Hood (thanks Chris!) chris@univate.com.au, http://univate.com.auagileware.com.au * DrupalACT April 2012 23. Recurring payments Ability to set up recurring billing schedules: For individual products Entire orders (bunch of products) Can notify customer when payment due Or even better - bill the customer automaticallyif credit card details are stored (eek!) EWAY integration utilises tokenised payments,100% secure Token used to bill customer, not CC stored(YAY!)agileware.com.au * DrupalACT April 2012 24. Recurring payments Workflow overview (recurring & EWAY): 1.Customer submits order and credit card details 2.Customer details and credit card sent to EWAY 3.EWAY returns token 4.Drupal stores token with order 5.Each billing cycle, token sent to EWAY with billamount 6.EWAY uses token to bill customer 7.EWAY returns success / fail to Drupal agileware.com.au * DrupalACT April 2012 25. Recurring payments Watch for expiring credit cards, notify thecustomer to update their details This modules was developed to solve thisproblem,http://drupal.org/project/uc_recurring_cc_notify Automatically notifies customer agileware.com.au * DrupalACT April 2012 26. Demo Recurring payments configuration, productsand order agileware.com.au * DrupalACT April 2012 27. SecurityKeep software up to dateDisable modules not being usedComplex passwordsDo not store credit card details, at allDodgy hostingBackupsSSLCheck logs and investigate errorsagileware.com.au * DrupalACT April 2012 28. Scams and fraudMerchant bewareStolen credit cardsDodgy ordersEWAY helps protect against fraudMerchant diligenceagileware.com.au * DrupalACT April 2012 29. Startup and running costsPaypal reduces startup costsNot recommended for large transactions, best touse EFT for those (protect the margin!)Banks will charge: 2% to 3% per transaction plus annual fee plus account keeping fee Plus plus plus...agileware.com.au * DrupalACT April 2012 30. Startup and running costsEWAY will chargeAnnual fee (free in 1st year) 0.50c per transactionSSL certificate $75 to $150 per yearYour time to process orders and update website(this does not happen automagically!)agileware.com.au * DrupalACT April 2012 31. Final thoughtsWebsite performance matters, a lotCustomers do not tolerate mistakesYour competitor is one click awayProcess refunds quicklyVerify each transaction is legitimateTreat security seriouslyOptimising the user experience does workAutomate and monitor what you canagileware.com.au * DrupalACT April 2012 32. Questions? agileware.com.au * DrupalACT April 2012