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Quick Start Guide

Welcome to PostGate! This guide will help you set up your first paywall and start monetizing your WordPress content in less than 15 minutes.

Marcos Barreto

Last Update 2 bulan yang lalu

What You'll Achieve

 By the end of this guide, you'll have:

  • PostGate installed and activated
  • Stripe account connected
  • First product created
  • First post protected with a paywall
  • Complete test in sandbox mode​

Minimum Requirements

 Before you begin, make sure you have:

  • WordPress: Version 6.2 or higher
  • PHP: Version 7.4 or higher
  • HTTPS: Valid SSL certificate (required for Stripe)
  • Stripe account: Free, create at stripe.com
  • Site registration enabled: Users must be logged in to make a purchase. So, make sure registrations are enabled in your website from WordPress Dashboard → Settings → General → Membership settings

1. Plugin Installation

Automatic Installation (Recommended)

  1. Access your WordPress admin dashboard
  2. Navigate to Plugins → Add Plugin
  3. Type "PostGate" in the search bar
  4. Click Install Now next to the PostGate plugin
  5. After installation, click Activate
Important: Make sure to activate the plugin after installation!

Manual Installation (Alternative)

If you downloaded the .zip file:

  1. Go to Plugins → Add Plugin → Upload Plugin
  2. Click Choose File and select the postgate.zip file
  3. Click Install Now
  4. After installation, click Activate Plugin

2. First Access to PostGate

After activating the plugin, you'll see a new item in the sidebar menu: PostGate.

Quick Dashboard Tour

Click PostGate in the menu. You'll see:
  • Dashboard: Sales and statistics overview
  • Orders: List of all orders
  • Settings: Plugin configuration
    • General: Global lock settings
    • Payments: Stripe connection
    • Appearance: Paywall customization
    • Email: Email notification settings
    • Advanced: Data management and settings

    Quick tip: Don't worry about understanding everything now. We'll configure step by step!

    3. Connect Your Stripe Account

    This is the most important step! Stripe processes all payments on your site.

    Step by Step

    1. Access payment settings:
    • Click PostGate → Settings → Payments
    2. Choose the mode:
    • For testing: select Sandbox Mode (recommended to start)
    • For real sales: select Live Mode (use after testing)
    3. Connect with Stripe:
    • Click the Connect with Stripe button
    • A new window will open (Stripe OAuth flow)
      4. Authenticate with Stripe:
      • If you already have an account: log in
      • If you don't have an account: click "Sign up" and create a free account
      • Follow Stripe's verification process (may need email/phone)
      5. Authorize the connection:
      • Stripe will ask permission for PostGate to access your account
      • Click Authorize access or Connect
      • You'll be redirected back to your WordPress website
      6. Confirmation:
      • You'll see a success message: "Connected to Stripe"
      • Status will show: Connected
      Important: If you started in Sandbox Mode, you'll need to connect again when switching to Live Mode. Each mode uses different credentials.
      Quick tip: Stay in Sandbox Mode until you're sure everything works!

      4. Configure Stripe Webhook

      CRITICAL: Without the webhook configured, purchases won't automatically unlock content!

      What is a Webhook?

      It's like a "phone line" between Stripe and your site. When someone purchases, Stripe "calls" your site and says: "Hey, someone just paid, grant them access!"

      Configure the Webhook

      1. Copy the Webhook URL:
      2. Open Stripe Dashboard:
      3. In Stripe, go to Webhooks:
      • From the the bottom bar menu click the Developers menu in order to access the Webhooks settings.
      • Click the + Add destination button
      4. Configure the webhook settings:
      • Events from: Choose the "Your account" option
      • API Version: Keep the default option (2020-08-27)
      • Events: Click the All events option
        5. Select the necessary events:

        Check the following events (use search to find):

        • checkout.session.completed
        • payment_intent.succeeded
        • customer.subscription.deleted
        • invoice.payment_failed
        • customer.subscription.updated
        • invoice.paid
        • charge.refunded
        • charge.refund.updated
        6. Add the webhook destination type:
        • Select the Webhook endpoint option
        • Click the Continue button

        7. Configure webhook URL:

        • Destination name: Keep it with the default value​
        • Endpoint URL: Paste the URL you copied from PostGate settings as explained in the Step 1 (Copy the Webhook URL)
        • Description: Add an optional description, e.g "PostGate purchases)
        • Click the Create destination button.
        8. Copy the Signing Secret:
        • On the newly created webhook page
        • Find Signing secret
        • Click Reveal and then Copy
        9. Paste in PostGate:
        • Return to PostGate → Settings → Payments
        • Webhook Signing Secret field
        • Paste the secret you copied

          5. Create Your First Product in Stripe

          Products in Stripe represent what you're selling. Let's create a simple product.

          1. Access Products in Stripe:
          • Stripe Dashboard → Product catalog
          • Click + Create product
          2. Fill in the product information:
          • Name: "Premium Article" (or as you prefer)
          • Description: "Full access to premium articles" (or as you prefer)
          • Image: (optional)
          3. Add a price:
          • Price: Enter the amount (e.g., 4.99)
          • Billing period:
            • For one-time purchase: One time
            • For subscription: Recurring → Monthly (or any other interval as you prefer) 
          • Currency: USD (or your currency)
          4. Save the product:
          • Click Add product
          Quick tip: You can create multiple prices for the same product (e.g., monthly AND annual).

          6. Sync Products in PostGate

          Now let's "import" your products from Stripe to PostGate.

          1. Go to settings:
          • PostGate → Settings → Payments
          2. Sync the products:
          • Find the "Products" section
          • Click Fetch & Sync Products
          • Wait a few seconds
          • You should see your product listed
          Done! Your products are now available for use in PostGate.
          Important: The default product is a GLOBAL product that grants access to ANY content where no specific product is assigned. If users purchase this product, they will unlock all content without specific product assignments. Always assign specific products to individual posts, categories, or blocks to control access granularly.

          7. Protect Your First Post

          Let's finally create a paywall!

          Create or Edit a Post

          1. Create a new post:
          • Posts → Add New
          • Or edit an existing post
          2. Write some content:
          • Add a title and content
          • Doesn't need to be complete, it's just for testing

          Configure Lock Settings

          3. Open the PostGate Settings panel:
          • In the right sidebar of the editor
          • Find the PostGate sidebar panel
            4. Activate the lock:
            • From Lock Status settings, select the "Lock" option
            5. Choose the mode:
            • Lock Mode: Select Paywall (requires payment)
            6. Select the product:
            • Product Assignment multi-select box
            • Type the product name you created (e.g., "Premium Article - $4.99")
            • You can type and select multiple products!
            7. Adjust preview (optional):
            • Preview Mode: Paragraphs or Words
            • Preview Limit: 2-3 paragraphs (recommended)
            • This defines how much content appears BEFORE the paywall
            8. Publish the post:
            • Click Publish or Update
            Congratulations: Your first paywall is live!

            8. Test in Sandbox Mode

            NEVER test with real card data when in Sandbox Mode!

            View the Paywall

            1. Log out of WordPress:
            • Top right corner → Logout
            2. Open the post in an incognito/private tab:
            • Browser → Incognito/private mode
            • Access the post you protected
            3. What you should see:
            • Content preview (first paragraphs)
            • Paywall blocking the rest
            • Price and "Get Access" or "Unlock Now" button
            Quick tip: If you see the full content, it's because you're logged in as admin. Admins always have access!

            Make a Test Purchase

            4. Click "Get Access":
            • You'll be redirected to Stripe Checkout

            5. Fill with test data:

            In Sandbox Mode, use Stripe test cards:
              • Card number: 4242 4242 4242 4242
              • Expiration date: Any future date (e.g., 12/30)
              • CVC: Any 3 digits (e.g., 123)
              • Email: Your test email
              • Name: Any name
              6. Complete the purchase:
              • Click Pay to purchase the content
              • Wait for processing (a few seconds)
              7. You'll be redirected:
              • Back to the post
              • Now you should see the full unlocked content!
              Congratulations! You just tested your first paywall!

              Verify in Dashboard

              8. Log back into WordPress
              9. Go to PostGate → Orders:
              • You should see the test order
              • Status: Completed or Paid
              • Amount: $4.99 (or what you configured)
              10. Go to PostGate → Dashboard:
              • See updated statistics
              • Total Revenue, Orders, etc.

              9. Pre-Launch Checklist

              Before switching to Live Mode and starting to sell for real:

              Functional Tests

              • Webhook is configured and functional
              • Test purchase was successful
              • Content was unlocked after purchase
              • Paywall appears correctly for visitors
              • Content preview is adequate (SEO-friendly)
              • Paywall design is satisfactory​

              Settings

              • ​Correct prices in Stripe
              • Clear product descriptions
              • Persuasive paywall messaging
              • Stripe confirmation email is OK
              • Refund policy defined

                Legal

                • Terms of Service published
                • Privacy Policy updated (mention Stripe)​
                • Clear Refund Policy

                Communication

                • Email to list announcing paywall (optional)
                • Social media posts (optional)
                • FAQ prepared​

                      10. Go to Live Mode (Real Sales)

                      When you're ready to sell for real:

                      1. Switch to Live Mode:
                      • PostGate → Settings → Payments
                      • Select Live Mode
                      • Save Settings
                      2. Reconnect with Stripe:
                      • Click Connect with Stripe again
                      • This time, use your Live credentials
                      • Authorize the connection
                      3. Reconfigure Webhook:
                      • Repeat the webhook process for Live mode
                      • The URL will be the same, but the secret will be different!
                      4. Sync Live products:
                      • Fetch & Sync Products again
                      • Now you'll see products from Live mode
                      5. Test one last time:
                      • Make a small real purchase ($1) to verify
                      • Or ask a friend to test
                      You're live! Sales are now real.

                      Common Problems

                      Paywall doesn't appear

                      Solution: Are you logged in as admin? Admins always have access. Log out or open in incognito tab.

                      Webhook not working

                      Solution: Verify:
                      1. Webhook URL is correct in Stripe
                      2. Signing secret is correct in PostGate
                      3. Your site's SSL is valid

                        User paid but doesn't have access

                        Solution:
                        1. Check PostGate → Orders if the order appears
                        2. Check status: should be "completed" or "paid"
                        3. Did user log out/in after purchase?

                        Error connecting Stripe

                        Solution:
                        1. Disconnect and try again
                        2. Use a different browser
                        3. Verify Stripe account is verified
                        4. Clear cookies

                        Need Help?

                        Congratulations on setting up PostGate!

                        You now have the tools to monetize your WordPress content. Good luck with your sales!

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