Banking Descriptors
- Susanna Romanelli (Unlicensed)
- William Camargo (Unlicensed)
What is the Banking Descriptors section about?
In this section it is possible to add a bank descriptor to be displayed on the Thank You page, as well as on the order page inside CRM, at the Raw Response Details and Raw Request Details in the Payment Details section, to rotate, to alternate the descriptors of the bank statements.
With that being said, it is important to mention that the feature is available and works on product level, not on campaign level, which mean that it has to be configured in the Products section of CRM.
The Name and Entity Fields
On the name field, a name related to the product should be inserted by users and linked or not with an available Entity.
As you can see in the image above, a list with names created for a specific SKU can or cannot be linked with an entity, even though a dropdown list is made available for us to choose from.
What can also be done is to create a name, choose an entity and then select a few of the Payment Processors below it, so the descriptor works only in conjunction with the selected processors, as you can see below:
The Add 3-Random Digits toggle
Below the list of created descriptors is possible to see a toggle named “Add 3-random digits”. When this is switched to “Yes”, a random alphanumeric series of digits are included in the descriptor when orders are purchased by customers and the entire descriptor name will have the random sequence added at the end of it. It is possible to verify those digits on the Thank You page after a purchase is completed, and at the CRM, as you can see below:
In the example above, the name of the descriptor is Travel AC, but because the Add 3-random digits toggle was on, the extra 3 24V digits were added to the descriptor.
The Banking Descriptor on a Package Page
In the same way that it works on the Products page, at the Package page the Banking Descriptors is present.
However, we believe you could spot that the Payment Processors list of selectable items is not present.
Since the feature has to be configured on a product level and the processors might have been selected and configured there already, when it comes to creating banking descriptors for packages those processors do not become necessary items to be chosen from.
Therefore, all that needs to be done is to create the names for the descriptors, hit add then select whether you would like or not to have the Add 3-random digits toggle on or off.
Example of a Thank you page
The name of the descriptor is the one that appears under the Payment Method column on the Thank You page.
Video Tutorial
