Please check below the topics discussed on this page:

How to set up Stripe (Stripe Direct Charge) in CTRwow

Please follow the below topics to show you the steps to take in order to connect Stripe (Stripe Direct Charge) in CTRwow.

1. Confirm having the PCI or enable the Process Payment Unsafely option

Check if the client has the PCI on his/her Stripe account:

• If the Stripe account has PCI: please go to the user’s Stripe Dashboard>Settings (at the top right side of the dashboard page, click on the Settings icon)> scroll down to Business Settings> click on PCI Compliance, and in this section, it can be submitted the PCI Certificate.

• If the Stripe account doesn’t have the PCI: the client needs to manually enable the option Process Payment Unsafely to enable the unsafe payment option and then create a Stripe Connected account. Go to the next topic for the step-by-step on to create one

  • To enable this feature, go to the user’s Stripe Dashboard>Show Advanced Options>Integrations, and then enable the Process Payment Unsafely option.

**Please note that, as these are requirements and configurations that need to be verified and done inside the Stripe dashboard, we also recommend users to contact directly Stripe, so they can give further details and guide you through it: https://stripe.com/en-mx/contact  

2. Create a Stripe Connected Custom account

Create a Stripe Connected Custom account or Stripe subaccount from the client’s main one. To do so, follow the below instructions:

1. Please log in to the Stripe account

2. At the top of the page, click on Connect, and you’ll be redirected to the Connected accounts page

3. Then select + Create button on the top right of the page, and go ahead creating the new subaccount

   

4. The new connected account will appear on the page

3. Which information is requested to set up Stripe in CTRwow

The user needs to note down the below two pieces of information, as are the two pieces of information needed to configure the Stripe Connected Account in CTRwow:

1. The Account ID

2. The Secret key.

Where to find the Account ID

1. Click on the connected account

   

2. On the connected account page, scroll down to the Developers section

   

3. And then Identity>Details, where the information needed is the Account ID

Where to find the Secrect Key

1. Then go to the Developers section, click on the Developers button at the top of the page

   

2. After, go to the left side of the Developers page and click on API Keys

   

3. Copy the Secrect key, which is the second information that has to be added into CTRwow to connect the account and enable payments

   

4. How to set up Stripe Direct Charge in CTRwow

1. Log in to the 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

   

4. From the Payment Providers page, search for the payment provider by typing on the search bar: Stripe Direct Charge

5. Click on the Configure MIDs button on the left side, and you’ll be redirected to the Merchant IDs (Mids) page.
   **Please note that Stripe Direct Charge only supports Stripe Connected Custom accounts and not Stripe Main Accounts

   

6. Click on the + New Merchant ID button

   

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

• Mid Code field: You can type the MID name. For instance, StripeDirectCharge@clientname-Main

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

  • If the toggle Dynamic Descriptor is set to ON then the Descriptor value cannot be modified.

  • On the other hand, if the Dynamic Descriptor toggle is OFF, the value can be edited with the descriptor of the MID.

• Dynamic Descriptor toggle: this should be set to ON only if the MID account has a dynamic descriptor, otherwise leave it to OFF.

• 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. The Monthly Amount (USD) has to be added to 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 for 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. For more information about this, please check the below topic: How to set up the Entity in eManage CRM.

• Master API Key: paste the Secret Key, which is available in the client’s Stripe Dashboard
  **Please note that the Publishable Key should be used ONLY for GAP (Google Apple Pay MIDs)

• Connected Account Id: paste the Connected Account Id, which is available in the client’s Stripe Dashboard

  

• 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.

8. Click on the Save button at the bottom of the tab and the MID will appear listed on the page.

5. Activate the Payment Provider in eManage CRM

**Please note that this step is ONLY for:

• any Premium clients

• the Gold users that have a dedicated CRM instance.

• Any other user can ignore this last point, as the payment provider has been already fully set up.

In order to finalize the set-up of your Stripe Direct Charge, please follow the below steps.

1. Log in to your CRM instance

2. From the left side menu click on Payments>Providers

3. Look for Stripe Direct Charge

4. From the provider row, go to the right side of the page and click on the Edit button and a small tab will pop up

   

5. Switch to ON the toggle Is Active and click on Save

   

6. Now the payment provider is ready to be added to a campaign and then used on the CTRwow pages.

How to set up the Entity in eManage CRM

**Please note that this step is ONLY for:

• any Premium clients

• the Gold users that have a dedicated CRM instance.

• Any other user can ignore this last point, as the payment provider has been already fully set up.

In order to create an Entity for your payment provider in eManage CRM, the user should follow the below steps.

• Log in to the CRM instance

• From the left side menu, scroll down until the Payment section, and then click on Entities

  

• From the Entities page, on the top right, click on the + Create new button

• A small tab will pop up, where the user can add the Description, and the Company Code in the fields. The Paypal Email Descriptor field should be filled only for Paypal.

  

• Once done, please hit the Save button and the new entity will be saved into the system.

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 the below example)

   

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

   

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