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In other words, once configured, the user can include them inside his/her campaign, so customers can effectively place orders by paying for the products on checkout pages.
Where is it located?
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Log into CRM
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and go to the left-side menu
Scroll down and click on Payments
Then click on Providers
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How to configure a new payment provider
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To activate the new Payment Provider, please follow the below instructions.
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Edit button
A small tab will pop up and from there, the user has top set to ON the toggle Is Active
Still from the tab, by clicking on the Types field, the user can choose whether the payment provider will be:
- Credit Card (Online): this is for Online payment providers, where the customer will type the billing and credit card details to pay for the order without leaving the checkout page.
- Offline: the Offline payment providers are the ones where the customer needs to log in to the payment provider that will automatically provide the billing details, shipping address, and so on (i.g.: PayPal, iDeal, Mercado Pago, etc.). Therefore, the payment is made on the provider page rather than our Checkout Pages like in the Online payment providers. Examples of Offline payment.
Click on the Save button at the bottom of the tab
4. Add the MID(s)
To add a new MID for your payment provider, please follow the below steps.
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Provider Mids button that redirects the user to theMerchant ID (Mids) page
From the Merchant ID (Mids) page click on the + Create New button and theNew MIDs tab will pop up
Fill the New MIDs tab with the MIDs details (please
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note that for each payment provider the details requested to set up a new MID may vary - check the below example of New MID tab)
Once finished, click on the Save button, at the bottom of the tab
The Payment Provider and its MIDs, have now been activated, and they are ready to be tested by the user
| Info |
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For more information about the Merchant ID (Mids) page, please read the helpdesk article: Merchant ID (Mids) |
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To edit, deactivate and/or change the type of Payment Provider, please follow the below instructions.
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Edit button
A small tab will pop up and from there, the user has top set to OFF the toggle Is Active
Still from the tab, by clicking on the Types field, the user can choose whether the payment provider will be:
- Credit Card (Online): this is for Online payment providers, where the customer will type the billing and credit card details to pay for the order without leaving the checkout page.
- Offline: the Offline payment providers are the ones where the customer needs to log in to the payment provider that will automatically provide the billing details, shipping address, and so on (i.g.: PayPal, iDeal, Mercado Pago, etc.). Therefore, the payment is made on the provider page rather than our Checkout Pages like in the Online payment providers. Examples of Offline payment.Click on the Save button at the bottom of the tab
2. Edit the MID(s)
To edit a new MID for your payment provider, please follow the below steps.
From the Providers page, type in the search bar the payment provider that needs a new MID
On the payment provider row, go to the right side and click on the Provider Mids button that redirects the user to theMerchant ID (Mids) page
From the Merchant ID (Mids) page, go to the right side of the page and click on the Edit button of the MID that needs to be updated
The MIDs tab will pop up
Change the details of the MID in the MIDs tab
Once finished, click on the Save button, at the bottom of the tab
The Payment Provider and its MIDs, have now been updated
| Info |
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For more information about the Merchant ID (Mids) page, please read the helpdesk article: Merchant ID (Mids) |
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The Search bar is a useful tool to narrow down the search of a specific payment provider, by typing in the name on the bar (see the below example):
The Refresh button is handy, to clear previous the search
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the user will open a small tab from which it’s possible to:
Activate or deactivate the payment provider, by switching to ON or OFF the toggle Is Active
Set the Type of the payment provider, for Offline or Credit Card.
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Credit Card (Online): this is for Online payment providers, where the customer will type the billing and credit card details to pay for the order without leaving the checkout page.
Offline: the Offline payment providers are the ones where the customer needs to log in to the payment provider that will automatically provide the billing details, shipping address, and so on (i.g.: PayPal, iDeal, Mercado Pago, etc.). Therefore, the payment is made on the provider page rather than our Checkout Pages like in the Online payment providers. Examples of Offline payment.
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