Working with Pico

Pico is a software that BlueLena installs and manages for access control on publisher websites, including forms for registration and monetization.
78 articles

What is Pico?

Pico is the system of record for a reader to establish a relationship through registration, and then if they choose to do so, become a paying reader. As such, Pico is also the system that is managing the payment process (via Stripe) and passing this information on to other platforms for subsequent ...

Pico startup guide

Need help getting started with Pico? Follow these simple steps to get up and running in no time! Create a Pico account at https://publisher.pico.tools/signup. Did you know you could launch with a landing page! No need to integrate onto a website! You can start collecting emails, signing people up f...

Installing Pico on your website

Steps and helpful tips on how to install Pico on your website.Does your site have a standard WordPress setup? Get up and running in a minute by installing the Pico WordPress plugin:Install on WordPressIf you're not using WordPress (or if you have a headless WordPress setup), you can install Pico by ...

Personalizing how Pico Appears on your Site

Tips on how to personalize the logo, cover photo, and color scheme. Personalizing the look of Pico: To personalize the widget and modal that appears on your site, so that the Pico experience blends seamlessly for your users, you can customize the logo , banner image, and link colors. These settings can...

How do I access Pico?

Visit https://publisher.pico.tools/You will be prompted to enter an email and password, then login (see below)*If you do not have credentials, please email support@bluelena.io with a request to create a Pico user account

Tours in Pico

Guided tours We've put together some guided walk-through tours of the most common Pico use cases. These tours are designed to quickly show you the lay of the land without requiring much time or commitment — most are less than 2 minutes! You can always come back here to revisit a tour.NOTE: Tours are...

Understanding the Pico dashboard

Once you have logged in, you will see a main dashboard that shows several key performance indicators. The default view is “Last 7 Days” but you can adjust this from the dropdown menu in the upper left: Performance Indicator Descriptions Unique Visitors: the number of unique site visitors over the sele...

Navigating Pico

Along the left-hand navigation, you will see the following options:IAM (stands for Identity and Access Management) this is the primary screen where you can view the Performance dashboard, and where BlueLena manages Audiences, Registration Rules and Monetization Plans on behalf of its clients.CRM (st...

Finding a Customer Record

To locate a customer record in Pico, follow these steps: Go to CRM and in the search bar, type in the customer’s email (easiest) or name Once you’ve located the record, click to open and you will see a screen similar to this, where you can locate the details of the customer’s account, including subs...

How to Stop a Subscription

To place a stop on a subscription, click on the “…” icon next to Membership and click “Stop subscription”You will then be given the choice to end benefits (i.e. site access) upon the completion of their “paid through” term, or to end benefits (i.e. site access) immediately.You can also elect to issu...

How to Issue a Refund (or Issue a Receipt)

Occasionally customers will inadvertently place a payment or donation that is recurring, when they intended for it to be one-time. In other cases, customers will request redelivery of the receipt for a payment they have made. To issue a refund or receipt, click on the “…” next to the payment listed...

How to update a Pico password

LINK https://help.trypico.com/en/articles/3811401-updating-your-pico-password Updating Your Pico Password Changing your password used to log in through Pico.Written by Jason Updated this weekIt's possible to reset your password used for Pico in two ways. Already Logged in While logged in to your Pico a...

Do I need a password to log in?

LINK https://help.trypico.com/en/articles/2906401-do-i-need-a-password-to-log-in Do I need a password to log in? No, but you may for gated content in mobile Facebook and Twitter browsersPico does not require users to set a password in order to register for or gain access to Pico-powered communities. ...

Sending end-users directly to prompt for account menu screens to edit name or password

The general method for linking users to edit/create a password is appending?pn=edit_profileto your URL, Example belowhttps://arktimes.com/?pn=edit_profilewhich will prompt users to the account menu screen for editing the name or password (logged out users will be prompted to log in first).Please not...

Newsletters

Newsletter Settings: How to manage, restrict access, and edit Opt-In rules Creating a Newsletter To create a new Newsletter, navigate to the newsletter management page in the dashboard. Here, you'll have the option to name a newsletter, give it a description, and select if it should be added to any rul...

Registration Rules

How to configure the registration process and registered (and unregistered) readers' access. In this article we'll explain: How to create registration rules and what these rules do for your site. Creating registration rules Sign into http://publisher.pico.tools Click 'IAM' on the left side of the por...

Create an Audience

Understanding how creating an Audience allows for easy categorization of readers In this article we'll explain: What is an Audience? How to create an Audience? What is an Audience? Audiences are categorizations created by the publisher, to show how you acquired readers. The audience captures the rea...

Connecting to Stripe

Helpful steps to connect your Pico account to Stripe Connecting Stripe In order to accept payments through Pico you will need to connect to Stripe through the Pico platform (regardless of any other Stripe accounts you might already have).You can do this from one of two places in the Pico Publisher App...

Creating monetization plans

Helpful steps to how to create different types of monetization plans using Pico Steps to start creating a Monetization Plan You can use Pico to manage multiple forms of on-site payment and access, including donations, memberships, and paywall subscription.Before you can successfully activate a monetiz...

Donation Plans

How to create a donation plan and edit featuresSetting up donation plans allows you to ask your members to support your community mission. You can add a donation plan to your current mix of monetization strategies or choose to only offer donation plans. A donation can be made as a one time instance ...

A Checklist for Developers and Advanced Users

A helpful list of customizations you can do with HTML and CSS for advanced users Customizations for advanced users: For developers looking to get the most out of Pico Tools after installing the widget, consider implementing items from the following next steps. 1. Custom Triggers Using custom trigger obj...

User Privacy Compliance

Compliance with GDPR, CCPA, and other Privacy LegislationFollowing best practices and in accordance with privacy legislation protecting user's rights to their information, Pico believes in transparency around user data.Notification PreferencesPico allows users to control the types of notifications t...

Managing User Payments in Pico

Once payments have been made, Pico allows both users and community admins to manage payments. Updating Payment MethodsUsers can always update the payment methods they have on file with Pico:http://help.trypico.com/en/articles/3480328-updating-payment-information-for-subscriptionIf a payment on a rec...

What Transactional Emails Does Pico Send

Identifying the transactional emails Pico sends to registered users, subscribers, and other contacts. Transactional emails Pico sends to registered users, subscribers, and other contacts: Pico sends transactional emails directly to users that interact with the Pico installation on your site. Here's a ...

Can I have multiple sites under one Pico login?

How to switch access between multiple sites Can I have multiple sites under one Pico login? Yes, if you have multiple sites but would like to manage those under one Pico login, please directly contact us support@trypico.com or through the Intercom chat button in the Pico dashboard. All additional si...

Whitelist a User

Learn how to use the whitelist feature to grant a user free access to a subscription How to provide free access to a user with the whitelist feature. Sometimes you'll need or want to provide a user with free access to your site. You can do this with the whitelist user feature in the CRM. Note: Users wi...

Will auto-renewals receive an automatic email reminder before the renewal?

A quick explanation to clarify which readers will receive an automatic notification email before their renewal date. Will readers subscribed to auto-renewing subscriptions receive an automatic email reminder before their renewal? Readers on auto-renewing subscriptions without a trial period will not ...

Changing Subscriptions After a Pricing Update

Pricing Change, live plan editing Changing Subscriptions During the initial trial period of paid subscription plans, or for marketing purposes, it's common to test out different price points. Eventually, the appropriate pricing strategy will emerge, and publishers will be faced with a multitude of sub...

Paywalled Content and SEO considerations for Publishers

SEO impact, Paywall search index Paywalled Content, SEO impact, and Paywall search index Publishers signing up to Pico and moving their content behind paywalls and plans should not be concerned that their content will automatically take an SEO hit because of the presence of a paywall – but there are a...

Pico CRM merge fields

Pico's CRM merge fields—what they're called, and how they're formatted. An up-to-date list to Pico's CRM merge fields, what they're called, and expected values. *Warning*: Do not edit merge tags in Mailchimp. Pico will not properly sync with your integrations otherwise.Pico makes the CRM data availabl...

User wants to cancel subscription auto-renewal

How to help your users cancel their subscription auto-renewal and how to recapture cancellations with Mailchimp campaigns Steps on how to help your user cancel their subscription auto-renewal If a user would like to cancel their subscription auto-renewal, they can select the cancel option under manage...

CRM Information Collected by Pico

What Audience Data does Pico store? What CRM information is collected by Pico? Basic information on the audience members (device, location, etc) can be found in the CRM tool of the publisher dashboard, which can be exported as a comma-separated value (CSV) file. You can find the export link by naviga...

Can a reader use multiple discount codes?

A reader can use multiple discount codes, but can only have one subscription at a time. Can a reader use multiple discount codes? A reader can use as many discount codes as they'd like. Keep in mind a reader can only have one recurring payment (subscription) at a time.

Menu Shortcuts

How to use Menu Shortcuts to provide intuitive ways for your readers to manage their account. Menu Shortcuts allow you to quickly direct your readers to specific account management options. Pico provides an on-site account menu (the “Launcher”) right out of the box. It sits in the lower-right corner o...

Using Pico Signals

How to use Pico Signals to further enhance your site What are Pico Signals and how to use them: Pico Signals are a quick way to communicate the status of a reader to any element on your site. This can be useful if you want to change the appearance or toggle the visibility of an object based on a reade...

Group Subscriptions

How to build a Group Subscription plan Benefits of using Group Subscriptions Group subscriptions are perfect for schools, companies, governments, or just families who want to buy multiple subscriptions under one name. Group subscriptions also allow for the designation of just one contact to serve as t...

Customizing the Read More Button

By default, any content hidden using either registration walls or paywalls will display a "Read More" button that indicates hidden text. Clicking on this button will load a pop-up prompting users to register or pay to access the premium content.If "Read More" isn't appropriate for your community's c...

Signup Links

Convert your existing email subscribers into Pico users using Signup Links How to convert your existing email subscribers into Pico users using Signup Links Do you have an existing list of email subscribers in Mailchimp? You can encourage everyone on your list (that hasn't yet signed up in Pico) to re...

Setting and customizing content access (registration wall and paywall rules)

Learn how to customize content access Steps on how to customize your content access with registration walls and paywall rules. With Pico, you can apply content restriction rules to any article or page tied to registration rules or monetization plans. Examples of how this feature might be used: allow s...

Pico Window Object

Pico Window Object properties and listener code Pico Window Objects require prior knowledge ⚠️ NOTE: This is an advanced Pico feature that requires familiarity with JavaScript to fully utilize. We recommend working with a developer if you are unsure how to proceed.When the plugin is first loaded, it w...

Custom Triggers

Tips and steps on how to create custom triggers How to create custom triggers In just 3 steps, you can create custom buttons on your site that trigger a popup for the default Registration Rule or Monetization Plan. (The defaults are determined by the Audience to which a user belongs.) Step 1: Add an ...

Tracking Paid Acquisition Campaigns with Pico

Measuring Registrations or New Subscriptions From Paid Social Campaigns How to track Paid Acquisition Campaigns with Pico When running paid acquisition to direct new sign-up or subscribers to your site through Facebook or Google, it's possible to track the effectiveness of the campaign.Measure an accu...

Adding additional domains to Pico

How to add additional domains to your Pico account Learn how to add additional domains to your Pico account You can add additional domains to your Pico account by going to 'Settings-Account' section in your Pico dashboard. You can update the input fields by entering the exact URL addresses. Here, you ...

Changing statement descriptor

What the customer sees on their statementTo modify the statement description for future billing go to your Stripe dashboard. Under the 'Public business information' section you can change the Statement descriptor.

How are the audience sources defined?

Here's how the audiences are defined:Direct When a reader navigates to a site by typing in the url into the address bar. Social When a reader navigates from one of these sites:- Facebook- Twitter- Google+- Pinterest- LinkedIn- Me2day Search When a reader navigates from one of these sites:- Google- Bing- ...

Can I adjust where the "Read More" button breaks the text?

Pico automatically cuts off text based on word count and it inserts the Read More button. Right now that’s hard coded (although may be adjustable in the future). You can override our placement of the Read More tag in the WordPress admin by placing the “Read More tag” wherever you’d like.

Customizing prompt text

You can customize the text of modal (headline and text) and menu (headline, text, and button) prompts as well as the confirmation message that displays after for all registration rules and monetization plans. Editing the text for a registration modal prompt Modal prompt on mobileModal prompt on desk...

Landing pages (embeddable sign-up/login and payment flows)

Learn about Landing pages and how they affect your readers' sign-up and payment flow.A landing page hosts the flow for a registration rule or monetization plan in either a sharable, pre-formatted webpage or an embeddable iframe that you can insert into a custom-designed webpage. Primary landing page...

Signup Forms

If you have an existing signup form on your site (like the one below), you can use a Custom Trigger to integrate it with Pico registration. After submitting the form, users will confirm their registration information on Pico. To connect your existing form, follow the three steps below: Step 1: Make ...

Updating Contact Information

Change a contact's email or name from within the Pico Dashboard.It is possible to update the information for your contacts from within the Pico Dashboard. To make changes, locate the record you wish to update and click on the edit icon next to the name. You will have the ability to change the name o...

Magic link issues

Magic LinkSometimes, a user may reach out in regards to getting a magic link sent to them. If they are having an issue requesting a link or don't' know how to do so, you can generate a link for them. User-generated magic links allow the user to log in with a link that expires in 30 minutes.You can g...

User receives 'Oops that email is invalid' error message

This usually means the user is attempting to register and sign in with a disposable email address. To avoid fraud and ensure that the emails in your CRM belong to real people that can be communicated with, Pico accounts and paid membership can only be associated with permanent email addresses. Users...

Pico plugin is not loading on my site

If the pico plugin is not loading correctly on your site make sure the following steps have been taken: The Pico plugin is correctly installed (installing plug-in) The Primary URL for your site is correctly entered in the dashboard under 'Account->Settings' (account settings). The URL must match yo...

Which browsers work best with Pico?

Pico works best with Chrome, Firefox, and Safari. There can be issues with Edge (contact us if there are issues specifically related to this browser). All other browsers are unsupported at this time.

Which browsers work best with Pico?

Pico works best with Chrome, Firefox, and Safari. There can be issues with Edge (contact us if there are issues specifically related to this browser). All other browsers are unsupported at this time.

Publisher Dashboard Frequently Asked Questions

FAQHow should I handle Subscribers that pay be Cash or Check? Pico is designed primarily around online payments. For payments made outside of Pico, users can register and then request to be whitelisted to gain access to online benefits.It's not currently possible to bulk whitelist an email list. For ...

How do I reset my password?

If you use the same email address for accessing your site that you use to access your Pico Dashboard, you can reset your password from the Pico widget on your site / landing pages (or any site you've logged into with Pico). To do so, either start the login process and use the request password link o...

Gift Subscriptions

Your users can send someone a subscription as a gift by using Pico's built-in Gift Subscriptions feature. A user does not need to be an active paying subscriber to use the feature. To gift a subscription, users can click on the "Gift a Subscription" link in the Pico "My Account" menu on your website...

Changing member's recurring payment plan

Members now have the ability to edit their recurring subscription or donation plan from their account management menu.Users will only be able to switch (upgrade or downgrade) to different tiers or options within the same plan unless a discount code is provided. A discount code will allow the user t...

User wants to delete their account

A user's Pico account can be deleted one of two ways:You can select the user's record in the CRM, click the menu button (3 dots) and select 'Delete user'. OR The user can delete their account by logging into your site, clicking 'edit profile' then clicking 'Delete Account'. The user can also naviga...

Reader wants to change their email address

How to help your reader change their email addressIf a reader would like to change their account email address they can do so from your site by using the menu launcher. The reader can change their email address by: Logging into your site Click the Pico menu launcher icon in the bottom right (⚠️Note: ...

Reader receives a 422 error code

This error usually indicates the reader's card was declined. Have the reader try another card or they can contact the card issuer to allow the payment to your publication.

Updating Payment Information for Subscription

Changing payment, new credit cardIt's possible for subscribers to update payment methods on their Pico account so that the next charge uses a different credit card. Guide the subscriber to https://[site url]/?pn=manage_payment where [site url] is the domain of your site using Pico. In the example be...

A reader doesn't want to pay with a credit card. What are the other options?

Currently, Pico only supports credit card payments for individual reader subscriptions and donations. We are working towards incorporating other payment options in the future so please stay tuned for those changes!

Reader is not receiving a confirmation email

Have the reader check their junk folder for an email from an address ending in @trypico.com. Confirmation emails are sent immediately, so there should be no delay. (Note that some readers have reported delays with Yahoo-hosted emails of up to 30 minutes.)Alternatively, if the reader's email is filte...

Help! I meant to enter a discount code

No worries. Contact Pico support through Intercom in the Publisher app.

Payment isn't going through

Reader's cards may be declined due to issues with the bank or card issuer. Please have the reader contact their bank or card issuer to request authorization for the purchase. Once authorization has been granted, the reader may need to try completing the payment once more.

Why do I see a recurring charge after a single payment?

Recurring charges on banking statements are simply to insure that Stripe can store the card for future purchases.As part of our service, we make the payment process easier by storing the card used for payment so that if you'd like to donate or pay again you can simply select the previously used cred...

How does a reader manage newsletter preferences?

Easily on site! Or on any Pico-hosted landing page for your community.Readers can change their email preferences via their Pico-managed account by completing the following steps: Click on the community logo in the bottom-right corner of the screen. If you are not logged in, follow the prompt to log ...

Migration FAQ

What to do After a Migration, Common Migration Questions Why are past subscribers Whitelisted / on a Trial plan? In order to avoid double charging paying subscribers during a migration, Pico will create a trial plan for the migrated subscriber that lasts until their next renewal period. After this, th...

Migrating to Pico

NOTE: In order to maintain active subscriptions, we currently only support migrations from subscription vendors that use Stripe or Braintree as the payment processor. How do I migrate to Pico from another subscription vendor? Step 1: Create a Pico account here.Step 2: Integrate your Stripe account wi...

Migration Email Template #1: "We're updating our subscription system"

We recommend sending this email as soon as Pico and your current vendor both confirm that the migration process is underway.To provide transparency and foster trust with your readers, we recommend notifying them as early as possible about upcoming changes to your subscription system. If you have sub...

Migration Email Template #2: "Your subscription is ending"

Only applicable to subscribers currently paying with PayPal.Due to restrictions between PayPal and Stripe, Pico is unable to import any payment information from PayPal. Subscribers who are currently paying with PayPal will be given new Pico accounts, but their subscriptions will no longer auto-renew...

Migration Email Template #3: "Your account has been updated"

We recommend sending this email as soon as the Pico team confirms that your migration is complete.NOTE: Before continuing, make sure Pico is up and running on your site.Once the Pico team notifies you that your migration was successful, we recommend reaching out to all of your original subscribers w...

Migration Email Template #4: "[ACTION REQUIRED] New payment method required"

Only applicable to subscribers currently paying with PayPal.Due to restrictions between PayPal and Stripe, Pico is unable to import any payment information from PayPal. Subscribers who are currently paying with PayPal will be given new Pico accounts, but their subscriptions will no longer auto-renew...

Migration Expectations and Time Estimates

Helpful guidelines, general time estimations, and steps required during a Migration Before the Migration—Keep your team and the Pico support team informed. What you'll need to provide the Pico Support team, your teammates, and developers you are working with in order to have a seamless migration: Pla...

Adding a new user to your Pico Account

How to add a new user to your account How can I add a new user to my Pico account? If you'd like to add a new user please contact the Pico support team through Intercom or email us at support@trypico.com

Using Pico Signals to show or hide website features based on login and membership status

Pico’s Signal ability allows elements on your website, including advertisements, navigation links or special content within an article, to show based on whether a user is logged or paying. This can allow for more control over the user experience, or create more incentive to register and stay logged ...