See below all topics explained on this page:

What is the Payment Providers section about

The Payment Providers section is where users can set up, edit or even deactivate payments providers and MIDs.

Activating and configuring a Payment Provider and its MIDs is a crucial process to enable campaigns and funnels to collect transactions.

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 to find the Payment Providers section

To find the Payment Provider section, follow the below directions.

1. Log into your CTRwow account

2. Go to the left side menu and click on SETTINGS

3. From the SETTINGS page, at the top, click on the Payment Providers

What is on the Payment Providers Page

On the Payment Providers page, the user has the list of all Payment Providers already integrated with CTRwow that can be configured and used in the Checkouts.

On the page, for each column, the user can easily spot some specific detail of the payment providers.

• Name: it shows the name of the payment provider

• Type: in this column appears the type of payment providers, which can be Credit Card (Online) or Offline

• Active Mids: in this column can be verified how many active Mids have been configured for the payment provider

• Active: in this column can be checked whether the payment provider is active or not

• Update Date: in this column is shown the date and time of the last update in the payment provider

• Actions: by clicking on the Configure Mids button, users are redirected to the Merchant ID page where MIDs can be set up, edit or delete.

The Merchant IDs (Mids)

A merchant ID (or MID) is a specific identification number attached to a business that tells the payment processing systems involved in a transaction where to send which funds.

What is on the Merchant ID (MIds) page

• The + New Merchant ID button: by clicking on this button the New Mid tab pops up, and the user can set a new MID

• Mid Code: this column displays each MID name

• Descriptor: it appears the value that was set for the MID descriptor

• Active: it shows if the MID has been activated or not

• PayPal Direct Debit Active: it shows if PayPal Direct Debit has been activated or not

• Is Mid Cap Active: it displays whether the MID has a Cap

• MID Cap: It shows the amount of the MID Cap

• Action: the Edit button is available and by clicking on it, the MID tab is open, and the MID can be edited, activated, or deactivated

How to set up a Payment Providers and MIDs

In order to set up the Payment Providers in CTRwow, please follow the below instructions.

1. From the Payment Providers page, search for the payment provider that should be set up by typing its name on the search bar

2. Click on the Configure MIDs button on the left side, and you’ll be redirected to the Merchant IDs (Mids) page

   

3. From the Merchant IDs (Mids) page go to the right side and click on + New Merchant ID button

   

4. The New MID tab will pop up and needs to be filled in it with the MID details (see below example)

• Mid Code field: type the name of the MID

• Descriptor field: {0}. This field by default has already a preset value {0}.

• Dynamic Descriptor toggle: this should be set to ON only if the MID account has a dynamic descriptor

• Is Active toggle: this toggle is set to ON by default. By switching to ON or OFF this toggle will activate or deactivate the MID

• Is Paypal Direct Debit Active toggle: this should be turned ON only if the payment provider is PayPal

• Is Active (PRN) toggle: this toggle is set to ON by default. Once the MID is saved, these credentials are applied to PRN, unless the option Is PRN Active option is disabled.

• 3DS Enabled (Secure Mid) field: 3D Secure (3DS) adds an extra layer of protection to online shopping. With 3DS enabled, you have 2-step authentication on every online purchase - so no payments will ever go through unless you authorize them yourself.

• Is Mid Cap Active toggle: This toggle should be switched to ON when the user’s MID has a maximum monthly limit that it can reach. Therefore:
  - If this toggle is set to ON the user is able to add the MID Cap amount on the Mid Cap - Monthly Amount (USD) field.
  - If the toggle is switched OFF the Mid Cap - Monthly Amount (USD) is blocked.

• Mid Cap - Monthly Amount (USD) field: If the Is Mid Cap Active toggle is set to ON, in the field Mid Cap - Monthly Amount (USD), it has to be added the maximum monthly limit that the MID can reach. This should be included ONLY if the MID has a monthly limit allowance.
  ***Please note that funnels and campaigns that use MIDs with such option enabled, once the MID has reached the monthly limit, it is automatically blocked. For this reason, we generally suggest setting up multiple MIDs on the same campaign.
  Main Mid Code field: in this field can be selected, if available, the Main MID of the Payment provider

• Entity field: Gold users should select the option Empty. On the other way, Premium clients have the option to customize this field using their dedicated eManage CRM instance.

• Linked Currencies box, the user needs to click on the + Add Currency button and then fill the Currency Code field, by typing the currency that should be added to the MID.

It should be noted that more than a currency can be included in the same MID. Therefore, to add a new currency just click on the + Add Currency button, or to delete it to hit the Action (bin) icon on the right side of it

5. Once all the MID tab has been filled in, just click on the Create button.

MID Information different for each Payment Provider

***It is important to highlight that there is information, requested inside the MID tab, which may vary for each Payment Providers.

For this reason, we recommend users to check inside the Payment Provider MID tab which are the payment provider details requested.

The information mentioned above has different names and meanings for each Payment Providers. Moreover, these details have to be gathered inside the Payment Providers Dashboard.

Please find attached below some examples:

1. Stripe Direct Charge

2. Paypal Direct Debit

3. Braintree

4. Braintree PayPal

5. Bluesnap

6. NMI

How to edit a MID

In order to edit a MID, follow the below instructions.

1. From the Payment Providers page, go to the right side and click on the + New Merchant ID button and the user is redirected to the Merchant ID (Mids) page

   

2. From the Merchant ID (Mids) page, go to the left side and click on the Edit button (see below example)

   

3. The MID tab will pop up, and the MID details can be amended (see below example)

   

4. Once finished, scroll down the tab and click on the Save button

How to activate or deactivate a MID

To activate or deactivate a MID, please follow the below instructions.

1. From the Payment Providers page, go to the right side and click on the + New Merchant ID button and the user is redirected to the Merchant ID (Mids) page

   

2. From the Merchant ID (Mids) page, go to the left side and click on the Edit button (see below example)

   

3. The MID tab will pop up, and the MID details can be amended (see below example)

   

4. Switch to ON to or OFF the toggle Is Active to activate or deactivate the MID

   

5. Once done, scroll down the tab and click on the Save button

How to add the Payment Provider on the Checkout or Upsell pages

In order to add a Payment Provider to a Checkout and/or Upsell page, this should be first linked to a campaign and then the campaign needs to be connected to the page, as explained step by step below.

1. From the Campaign Settings page, scroll down to the Payment Providers box and click on the Add Payment Provider button

   

2. Two more fields will appear

   

   and from the first one, the user can choose the payment provider from the scroll-down menu

   

   
   On the other hand, on the second field, a list of MIDs already configured for the payment providers will be displayed, and the user should select the one that needs it (see below example)

   

   
   **Please note that more than a MID can be added in this second field

3. Once done, click on the Save button (for the new campaigns) or Update button (for the already existing campaigns), located at the bottom of the page.

4. Link the Campaign to the Checkout or Upsell page, from the page Settings by going to the left side menu, clicking on BUILD>Websites

5. Hover the mouse on the website, where the campaigns need to be added, and click on the Preview icon

   

6. Once all pages of the websites have been previewed, hover the mouse on the checkout or upsell page and click on the Actions button in the top right corner of the page and click on Settings

   

7. From the Checkout/Upsell page settings, lock the page

   

8. Then scroll down and on the field Campaign, just select the campaign from the drop-down list

   

9. Hit on the Update & Unlock button at the bottom of the Page Settings tab