Wordpress

Features

  • Provides Servicebot embeds as Wordpress Widgets

    • Pricing Page

    • Signup Form

    • Subscription Management Portal

  • Uses Wordpress user authentication

  • Creates users on signup using the widget

  • Stripe Webhooks

    • Create Wordpress users on Stripe customer created event

Requirements

PHP 7.1 on the WordPress hosting.

Installation

There are 2 primary ways that you can install the Wordpress plugin.

Method 1 - The plugin store

Install via your Wordpress site's admin panel under http://your_wp_domain.com/wp-admin/plugin-install.php?s=servicebot&tab=search&type=term

  • Replace your_wp_domain.com with your actual domain

  • Click install button

  • Then click activate button

If you see error saying "Cannot create directory" or "Permission error", this is because your server may not be setup properly, please try method 2 below.

Method 2 - Upload to your server

Install by downloading the plugin from here.

  • Extract the downloaded Zip file

  • Upload the Extracted folder to your sever under /wp-content/plugins/[upload extracted folder here] via FTP or other methods available in your hosting setup.

  • Log into your Wordpress site and go to /wp-admin/plugins.php and enable “Servicebot"

Then go to /wp-admin/admin.php?page=servicebot_plugins and setup Servicebot configuration.

Configuration

Step 1: Configure Global Settings

Global settings apply to all widgets as the default settings unless overridden in the Widget settings.

Settings

Field

Description

Servicebot Id

Test mode servicebot id. Go here to view

Secret Key

Test mode secret key. Go here to view

Livemode Servicebot Id

Live mode servicebot id. Go here to view

Servicebot Service

Service that you have configured in Stripe with metadata sb_service. Go to the embed config page to choose

Create WP user on signup?

Check this box to create a WordPress user on signup from the widget.

Live Mode

Check this box to go live mode

Step 2: Optionally Configure Stripe Webhooks

Stripe Webhooks Settings

You can optionally use the Stripe Webhooks handler that comes with this plugin to create Wordpress users when a Stripe Customer is created.

The best use case for this is when you are not signing up users with our Wordpress Widgets, but users are signed up from another source, such as ClickFunnel pages.

First, you need to configure the Webhook handler in your Stripe dashboard. Go here to configure.

You will need to do this for both Live and Test mode.

  1. Click on the Add endpoint button

  2. Paste https://your_wp_domain.com/servicebot/v1/stripe-hooks into the Endpoint URL input box

  3. Select one of the following events

    1. customer.created- allow all of your Stripe customers to be able to have an account on your Wordpress site to view their subscriptions.

    2. customer.subscription.created - allow only those Stripe customers who signed up for a service that matches your Wordpress Servicebot Plugin's service setting.

  4. Click Add endpoint to save

Please only use one of the events and not both.

Configure the Webhook handler in Stripe

Then, you need to configure the Wordpress plugin with the following keys:

Fields

Description

Stripe Test Secret Key

Test Secret Key from your Stripe dashboard. Go here to view

Stripe Live Secret Key

Live Secret Key from your Stripe dashboard. Go here to view

Stripe Test Signing Key

Test Signing Key to verify that the events were sent by Stripe.

Go here and select the Webhook you configured for this integration.

See how:

Stripe Live Signing Key

Test Signing Key to verify that the events were sent by Stripe.

Go here and select the Webhook you configured for this integration.

See how:

Now, your Stripe Webhook handler should be working already.

You can verify by creating a customer in the Stripe dashboard then go to your Wordpress site and check if the user is created. (May have a delay of 1 minutes sometimes)

Next: Add your Widget

Click next to see how to add your widget