DeskTopResponder ™
online help and instructions

Setting up a Credit Card Order processing AutoResponder

The real power of DTR is in its ability to handle emails from credit card merchants.

Here's why:

• Security- If you just take your buyer to a web page after purchase, with the software/eBook or password in it, eventually, the search engines will find it and everyone will be able to use your product for free! With DTR, you can program it to give send your customer a different password for every product you have, or better still you can make it read from a list of passwords, giving each customer the next password on the list, and have a different list for each product! DTR can even create a password on the fly that is a digest of the buyer's email address, but this is not available on the standard version, please contact us on dtr@siliconwold.com if you need this.
• Promptness- The internet is 24/7, so you might be asleep when an order comes in. It is no longer acceptable to make your customer wait for you wake up the next morning, before sending the attachment/password.
• Streaming- If you have a successful ebuisiness, with multiple products, you don't want your valuable email addresses in a big heap on the floor. If marketing gurus agree on anything, its that a previous customer can be a repeat customer. We have seen claims of repeat rates of 20% or more. DTR builds a separate database for each product/account, so you can target your emails very accurately.

Getting Started

1) Go to the 'ISP Host' tab and make sure that the ISP Host account you are going to use has the Error email addresses set up so that you can receive notification if DTR gets an order it can not fully process.

2) Chose live mode or test mode (this is only has effect for digital delivery).

    Press 'Save Edits'

3) Set up a 'Header match account' much the same as a Standard AutoResponder , but first select 'Digital Delivery' .Make sure it only matches emails that come from your Credit Card merchant account provider. DTR was originally built around 2checkout.com, so here is an example that would work for you if your 2checkout order confirmations came to sales@acme.com

[SUBJECT]            sales receipt

[RETURNPATH]   service@2checkout.com

[FOR/TO_ADD]    sales@acme.com

Notice that we use [RETURNPATH] and not [FROM_ADD] because 2checkout set the From address to be your address and not theirs!

4) Set up all the other 'Predefines'

    Press 'Save Edits'

5) Go to the 'Order Code acc' tab. The main difference in philosophy here is that we are going to reply, not to the sender of the email, who is of course 2checkout.com, but the person who's email address is contained in the email. Thus by default the 'To: address' should already be on [CUST_EMAIL] which is a place holder for the email address DTR extracted from the merchant's email. It does the data extraction by using an order filter. Click 'Load order filter' and choose '2chkout-invoice-style-demo.flt' if you have put 2CO in demo mode and you are using the invoice/donation routine. If you are not in demo mode, use 2chkout-invoice-style.flt. If you are using 2CO's 'built in shop' then use 2chkout-shop.FLT.

6) Now set the [PROD_ID] to match the order code you are expecting in the email. If you set it to [MATCH_ALL_CODES] then it will reply always match. The matching is a case insensitive substring matching so you only need to put a portion of the order code in, if you want generic matching. i.e:

If you have order codes:

DRESS_RED
DRESS_BLUE
SHIRT_GREEN

And you enter: DRESS_

DRESS_RED
DRESS_BLUE
Will match, and an email will be sent, but SHIRT_GREEN will not match.

If you are a registered user, you can set up another account with

SHIRT_

Thus when a shirt is ordered, it will not match the first account, but will be caught by the second. if it fails to match any of your accounts, an error email will be sent to you.

When you become an advanced user, you can go to 'Order Filter setup' and create your own filters for almost any credit card merchant.

7) Now it's time to pen the email. Press the example button to see the different tags you can use. Set a password in the 'Password control' box if you need one, or load in a list of passwords. This is simply a list of passwords with a <CRLF> at the end of each one i.e:

FRED
VENUS
XPoi98
qPikO

If you use [PASSWORD] in your email, DTR will simply insert what ever you have typed as your password. If you use [PASSLIST], DTR will take the next password from the password listing file, each time it replies. When it gets to the last one on the list, it jumps back to the start. You can force it back to the start at any time by pressing 'Reset PassList counter'

8) If you need to send an attachment, click 'Add...' As a general rule 1MB is the most you should ever send, but 500K or less is better. Any more than this is considered rude!

    Press 'Save Edits'

9) Now you're all set up. So just send your self an order email, press 'Check Email Now' and you should see DTR respond. If it does not, go to 'Main Menu', look at the header lines of the received email, and check that they match the ones in your 'Header Match account', make any necessary adjustments, click 'Save Edits' and press 'Check Email Now' again.

If you want to add delayed follow ups, use the same procedure as outlined for a 'Standard AutoResponder', but this time using the 'Order code accs' tab. Don't forget to add the unsubscribe. link.