Merchant Panel

DocsDashboard › Merchant Panel

Last updated: 12 Nov 2018 / 12:05 PM / GMT

In the following guide, you will get more familiar with the InPlayer Dashboard and its’ functionalities and features.


Analytics

The Analytics can be located in the top navigation bar on the merchant panel at the left. The Analytics tab offers a visual display of every registered customer, payment, revenue and subscription. The overview of these options is displayed as a Line Graph, a Pie Chart and a Global Map of the world showing the activity in each country.

Line Graph

The Line Graph gives a live preview of the following:

  • Revenue (gross revenue)
  • Payments (total amount of payments)
  • Customers (number of registered customers)
  • Subscriptions (total number of subscriptions)

To use any parameter of the above-mentioned ones, simply select it. The option to select the desired timeframe is displayed on the top of the Analytics tab. You can select one of the given timeframes, or choose a custom timeframe from the right selector.

Top Lists

At the very bottom, there is more information that can be found in the form of lists. This is information such as:

  • The very top paying customer
  • The top-selling asset
  • A list of the top 5 customers
  • A list of the top 5 assets

Assets

InPlayer, as a digital monetization tool, uses assets as a way to protect any digital content.
An asset is a thing (property) owned by a person (merchant) and is used to display their premium content in a protected environment. It acts as a paywall protecting the premium content inside. The only way for a customer to access the content is to make a purchase, after which they bypass the paywall and are presented with the premium content that is contained inside the InPlayer Asset.

Navigating the Asset tab

To open the Assets tab you can navigate to it by clicking it on the top navigation bar in the dashboard or by using the following link: https://dashboard.inplayer.com/assets.

Search bar

The search field works by defining a filter and a value in the form of “filter: value” format. You have the option to search by the following filters:

  •  id
  • title

Example:

Active and Deleted assets

By default, all of your active assets are displayed on the Assets tab. You have the option to remove an asset, which does not actually remove the asset, instead, the Asset is placed in another folder called Deleted asset. To navigate between the Active and Deleted assets, you can use the drop-down selector on the right side of the search bar.

Creating an Asset

Creating an asset is a quick and easy process. Since we offer multiple types of assets, additional guides will be presented in the Integrations section of our website on how to create the asset best suited for your setup. If you can’t seem to find the guide appropriate for your setup, feel free to write us an email on support@inplayer.com.


Packages

InPlayer offers the ability to combine multiple assets into a bundle, which can be sold as one. Once the customer purchases the Package, they will automatically have access to all assets located in the package. Please note that packages cannot be directly embedded on a website. Instead, the asset which is added in the package will contain the package price, which upon purchase grants access to all other assets in the package.

Navigating the Package tab

To open the Package tab, first, you need to navigate to the assets tab. Next, click on the Manage Packages button located next to the +Add New button. Alternatively, you can use the following link:
https://dashboard.inplayer.com/packages.

Search bar

The search field works by defining a filter and a value in the form of “filter: value” format. You have the option to search by the following filters:

  •  id
  • title

Example:

Active and Deleted assets

By default, all of your active packages are displayed in the Manage packages section in the Assets tab. You have the option to remove a package, which does not actually remove the package. Instead, the package is placed in another folder called Deleted packages. To navigate between the Active and Deleted packages, you can use the dropdown selector on the right side of the search bar.

Creating an Asset

To create a package, click on the Create New Package button on the packages tab. You will be presented with the package creation page.
Add a Name to the package which will not be visible to your customers, at the top of the page. Next, on the Package Details field, you can add a package description which will be shown to the customer when making a payment, as an information on what they are purchasing.
The most important field is the Price Options field. By adding a price to the package, every asset added in the package will contain the package price.
To add assets to the package, you must first save the package. Once saved, navigate to the Manage Assets field and add/remove the desired assets.


Vouchers

A voucher is a promotional code, a series of letters or numbers that allows you to get a discount on a certain payment. For example, when an online store allows you to get 10% off your purchase by entering the word SAVE into a field in the checkout form, SAVE is an example of a promotional code. This is the same way voucher codes work on our platform.

Navigating the Vouchers tab

To open the Voucher tab you can navigate to it by clicking it on the top navigation bar in the dashboard or by using the following link: https://dashboard.inplayer.com/vouchers.

Search bar

The search field works by defining a filter and a value in the form of “filter: value” format. You have the option to search by the following filters:

  • id
  • code
  • name
  • discount

Example:

Creating a voucher

Creating a voucher is a simple process that can be done in the Merchant Panel. It is a two-step process of creating the code, and modifying the voucher to which assets and/or packages it will apply to. If the voucher is not further modified upon creation, it will apply to all assets/packages. To start the creation process, follow the steps below:

  1. Click on the + Add New button to create a new Voucher code.
  2. Give your voucher a Name, in the field located at the very top left.

Voucher main settings

The main settings of the voucher can be used to create a custom discount code, or a randomly generated one.

Custom Voucher Code

When creating a custom voucher code, leave the Randomly generated code box un-ticked, and enter your desired code in the Code field.

Random Voucher Code

You can choose to generate a random code by ticking the Randomly generated code box. By using this option, you can enter only the voucher Length, which represents the randomly generated characters in the voucher. Alternatively, you can choose to add a custom voucher Suffix and/or Prefix which are not included in the Length of the code.

Discount percent

This field requires you to enter a number (integer) representing the discount of the price (1 – 100).

Discount period

This field represents a drop-down menu, from which you can choose the period to be: once, forever or repeating. This feature is used when creating subscription vouchers only.

Voucher limitations

The voucher limitations give the option to select how many times the voucher can be used by your customers. The Dates option is used to select a starting and ending date of the voucher. When creating a voucher, please select a starting date prior to the date of creation.

Modifying the Voucher

When a new voucher is created, it can be used by every registered customer that has the code, and it can also be used for every Asset and/or Package for the merchant.
There is an option to modify the voucher and select only one or a few assets/packages for which it will apply to, and select a certain number of users, by their email addresses, who can use the voucher.
There are five fields that can be further modified once the voucher has been created.

Voucher Details

The voucher details section is the first section after creating the voucher. This is the section that we have already set up.

Voucher Assets and Voucher Packages

The voucher Assets and Voucher Packages have the same function. You can select for which assets/packages the voucher will apply to.

Voucher emails

In the voucher emails section, you can choose to assign the voucher to a specific set of customers, who will be able to use the voucher.

Voucher Access Types

In the voucher access types section, you can edit the voucher to only be applied to either PPV payments or Subscription payments.

Editing vouchers

To edit an existing voucher, simply choose the voucher that you wish to edit, and click on the small pencil icon located next to the voucher in the Actions column. Here you can edit all the previously set settings, except for the voucher code itself.


Audience

The Audience tab consists of information regarding all registered customer accounts. Here you can find information on when the customer has created their account and which email address has been used. Also, you can find further details regarding each purchase a customer has made, grant and revoke access, cancel subscriptions and more.

Navigating the Audience tab

To open the Audience tab you can navigate to it by clicking it on the top navigation bar in the dashboard or by using the following link: https://dashboard.inplayer.com/audience.
The entries in the table are in a Descending Order according to the date and time of creation of the customer account.

Search bar

The search field works by defining a filter and a value in the form of “filter: value” format. You have the option to search by the following filters:

  • id
  • fullName
  • email

Example:

For further information regarding a certain customer’s account, you can use the action button. To access it click on the small pencil icon in the actions column (see image below):

Here you can find additional information, such as the referrer link. This link provides you with information on where the customer has registered their account. At the bottom of the customer information window, you will find further details regarding all of the payments, subscriptions and asset access for the selected customer.

Customer Management

Reset Password

To reset the password for a customer, locate the customer by searching for them via their email address and access the actions tab by clicking on the small pencil icon. Follow the steps below:

  1. Click on the Reset Password link. You will be prompted with a message: Are you sure you want to reset the password?
  1. Click on Yes, Reset!

The customer will receive an email with a randomly generated password.

Grant Access

To grant access to a customer, follow the steps below:

  1. Locate the customer by using the search field.
  2. Access the Actions Tab by clicking on the small pencil icon on the right
  3. Click on Grant Access
  4. Choose the search option (asset or package)
  5. Enter the search criteria (id : ) followed by the asset/package id and click Enter
  6. Select a pre-determined or custom time
  7. Click on Grant

You will see the customer access appear below.

Revoke Access

To Revoke access, follow the steps below:

  1. Locate the customer by using the search field
  2. Access the Actions Tab by clicking on the small pencil icon on the right
  3. Click on the small Gear icon on the access that you wish to remove
  4. Select Revoke Access
  5. In the pop-up window click on Revoke.

The list below will be updated and the customer will no longer have access.

Extend Access

To Extend access, follow the steps below:

  1. Locate the customer by using the search field
  2. Access the Actions Tab by clicking on the small pencil icon on the right
  3. Click on the small Gear icon on the access that you wish to extend
  4. Select Extend Access
  5. Select a pre-determined or custom time
  6. Click Extend.

The list below will be updated and the customer will have their access updated.

Cancel Subscription

To cancel the subscription for a customer, locate the customer by searching for them via their email address and access the actions tab by clicking on the small pencil icon.

  1. On the far right next to Grant Access, from the drop-down menu, change the Asset Access to Subscriptions.
  2. From the list below, locate the subscription for the user
  3. Click on the small Gear icon on the far right.
  4. Select Cancel Subscription in the drop-down menu
  5. Click on Yes, Delete!

Payments

The payments tab offers a live preview of each payment that is created by your customers.

Navigating the Payments tab

To open the Payments tab you can navigate to it by clicking it on the top navigation bar in the dashboard or by using the following link: https://dashboard.inplayer.com/payments.
The entries in the table are in a Descending Order according to the latest payment date and time.

Search bar

The search field works by defining a filter and a value in the form of “filter: value” format. You have the option to search by the following filters:

  • id
  • title
  • asset id
  • email
  • charged amount
  • country
    and much more which can be found on the Payments tab.

Example:

There are multiple types of payments displayed on the Payments tab. These are:

  • Charge – a one-time payment
  • Free-Trial – free period on a recurring payment
  • Recurrent – a recurring payment
  • Freemium – free access (data capture)

Filter menu

You can filter out the payments by using the filter menu located on the right. This offers a live preview of all one-time and recurring payments, as well as all refunds.


Subscriptions

The subscription tab offers a live preview of each customer and their subscription. Here you can find any details in regards to a customer’s subscription and issue a cancellation of a customer’s subscription.

Navigating the Subscriptions tab

To open the Subscriptions tab you can navigate to it by clicking it on the top navigation bar in the dashboard or by using the following link: https://dashboard.inplayer.com/subscriptions.
The entries in the table are in a Descending Order according to the latest subscription date and time.

Search bar

The search field works by defining a filter and a value in the form of “filter: value” format. You have the option to search by the following filters:

  • consumer email
  • charged amount
  • item id
  • item title
  • country
    and much more which can be found on the Subscriptions tab.

Example:

Subscription information

Once you have located the customer’s subscription you can view information on their payments and if their subscription has or has not been cancelled. To do this follow the steps below:

  1. Search for the specific customer
  2. Click on the small Gear Box icon under the Actions column on the far right
  3. Select Subscription Details

Cancel Subscription

Follow the steps below on how to cancel a customer’s subscription:

  1. Locate the customer by using the search field
  2. Click on the small Gear icon on the far right
  3. Select Cancel Subscription in the drop-down menu
  4. Click on Yes, Delete!

The customer’s subscription will be successfully cancelled.


Asset Access

The Asset Access tab offers a live preview of all of your customers and their access. What this means is, you can search for any customer and find out whether they have access to a certain asset, and if its Purchased, Granted or Expired.

Navigating the Asset Access tab

To open the Asset Access tab you can navigate to it by clicking it on the top navigation bar in the dashboard or by using the following link: https://dashboard.inplayer.com/access.
The entries in the table are in a Descending Order according to the latest purchase made.

Search bar

The search field works by defining a filter and a value in the form of “filter: value” format. You have the option to search by the following filters:

  • consumer email
  • type
  • item title

Example:


Reporting

The InPlayer Merchant Dashboard, besides the live preview, offers downloadable reports for each of the sections noted above. You can download CSV raw data reports for the following sections:

  • Audience
  • Payments
  • Subscriptions
  • Asset Access

To generate a report, navigate to any of the tabs mentioned above, and click on the Generate Report button on the right side of the screen.

Select a timeframe from the drop-down menu and the desired columns. If no column is selected, the report will include all available report fields. Finally, click on Generate.
Once your report is Generated, you will be notified and you can download it in the View Reports section.

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