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Merchant account setup.
When automating your website, the Automation Station acts as a gateway that seamlessly integrates your payment processor to the rest of the system. So let’s begin by setting up your merchant information on the Automation Station.
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Once you log in to the Automation Station, you will see a menu at the top (if you can't see the menu, please update your web browser).
On the top menu, place your mouse over "Setup" and then click on the "Merchant" sub-menu. You'll be taken to the "Merchant Setup" screen. |
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The merchant setup screen.
You will see a screen with two boxes that ask you to fill in information. Let's go over each of the fields right now (and fill them in on the way). Each field has a red number that matches an explanation below: |
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1) Shipping and Taxes: Check these boxes only if you are planning on selling physical products (setting up the details about the actual shipping charges and the taxes you need to charge come later down the road).
2) Comments box: Enter any special comments you wish to have appear in the "comments box" of the e-mail customers get after a sale.
3) Continue shopping: If you use the shopping cart feature, your customers will see a button that offers them the option to "Continue Shopping" after adding an item to their shopping cart. Enter the URL where you want them to go when they click this button (normally your main website address).
4) Merchant name: Enter the name that will appear in your customer's bank statement (find out what it is from your billing processor).
5) Merchant e-mail: Enter the e-mail address that will appear in any e-mails sent to your customers when they buy your products.
6) Gateway: From this drop-down menu, select the payment gateway that you'll be using on your website. If you're using PayPal, set this field to None.
7) Merchant ID: On this field, enter the username you use to log-in to your payment processor. Your merchant ID is:
* Your login ID for Authorize.net or EcomExchange
* Your store ID for Bank of America
* Your vendor serial # for SkipJack or EMS Commerce
* Your email address for PayPal
* Your company ID for PaySystems
* Your Seller ID for 2CheckOut.
7.5) A field called "Transaction key" was added due to a requirement from some billing processors that work with Authorize.net. If you are using any other billing processor, simply leave this field blank.
8) PayPal: Millions of users have PayPal accounts and many of them feel a lot safer using the online company to pay for products or services online than they do using credit cards. Adding PayPal as a payment option is a great idea (you may use it as your sole option or as a secondary option on your website).
9) PayPal Email: If you elected to use PayPal, enter the e-mail address that you use as your PayPal account name here.
10) Recurring billing: If you plan to sell a product that requires recurring billing, use this drop-down box to select the payment gateway.
11) Attempted order: Choose if you want to be notified when someone tries to order but does not complete the ordering process.
12) Default followup: Leave this field as it is for now. You'll come back to update it after you've set up your mailing lists and autoresponders. It allows you to set a default followup pattern by taking prospects out of a list and adding them to another one to get a different autoresponder sequence.
13) Accepted cards: Type in all the different credit cards that you can accept from your customers. These vary according to the payment processor you're using.
Next, you'll see a few extra fields that you can fill out. Here's what they look like: |
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14) Message sent to customer after sale: After a sale is made, an e-mail will be sent to your customer as a reminder. Type in any special message you want to give your customer. The order details are included in this e-mail automatically.
15) Shopping cart HTML header: If you will be using the shopping cart feature, this field allows you to customize the header (top portion) of any pages that are dynamically generated by our system (like catalog pages).
16) Shopping cart HTML footer: If you will be using the shopping cart feature, this field allows you to customize the footer (bottom portion) of any pages that are dynamically generated by our system (like catalog pages).
17) Table color: This color will be used in the actual page table (middle portion) of any dynamically generated shopping cart pages (like catalog pages).
18) Border color: The middle portion of the dynamically generated shopping cart pages can have a surrounding border... enter its color in this field.
19) Secure image: A top banner can appear at the top of your secure order form. Click the "Browse..." button to select an image from your hard drive. This image should be of 500 pixels wide for the best visual results.
Once you finish filling in the information in the previous two boxes, click the "Update Setup" button to save your settings. You can always come back and make changes; just be sure to remember to click this button at the end of the process to save your updated information
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