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Please check below the topic explained on this page:

Table of Contents

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How to set up Braintree

Inside CRM, under the left side menu, it is possible to find the configuration for Payment Providers of the system.

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Being available only at the payment provider Braintree, it allows the user to select a currency and set a name, an ID, to this new chosen currency to allow the MID to process transactions at selected places where CRM’s currency setting tool does not comprise already, like another option for transactions to be accepted and registered in the system.

Limitations

Due to recent a request, the use of this payment provider has been limited.

Please find attached below the two scenarios for these limitations. Additionally, in both scenarios, the Braintree can be active in the Payment>Providers

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Limitations for New Campaigns

For New Campaigns, the Braintree is not available anymore to be added in the Payment Provider section inside the Campaign Settings page (see below example):

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Limitations for Existing Campaigns

For existing campaigns, the limitation has been implemented as per the below explanation.

1. Existing Campaigns that DO NOT have set Braintree as payment provider

For these cases, it’s working in the same it is for new campaigns. Therefore, the Braintree is not available to be added in the Payment Provider section inside the Campaign Settings page (see below example):

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2. Existing Campaigns that already have Braintree set as payment provider

In cases such as this one, where the Braintree is in use in the campaign, it is still working as before.

  • Please that if the user removed the Braintree from the Payment Providers in the Campaign Settings page but didn't save the changes, he/she is still able to include it again within the payment providers.

  • On the other hand, if Braintree is removed from the Payment providers section, of the Campaign Settings page, and the user saves the changes, then he/she is unable to add it again in the payment providers.

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