Difference between revisions of "Ben NATS WalkThrough Billers"

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(Created page with '== Billers Admin == * Displayed by clicking the Image:ai_billers.png button from the Admin menu at the footer of Affiliates Area * Displayed by clicking the [[Image:creditcar…')
 
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:* Clicking the [[Image:trash_16.gif]] button allows you to remove the Biller
 
:* Clicking the [[Image:trash_16.gif]] button allows you to remove the Biller
  
'''Cascades'''
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'''Biller Cascades'''
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In order for a surfer to pay for your product or service, you must set-up at least one (1) Biller Cascade that utilizes your previously established Biller(s). A Biller Cascade is NATS internal functionality that "steps" the surfer through multiple Billers. The surfer will continue through the Biller Cascade until one (1) of five (5) special steps occur:
 +
* Stop Cascade - Ends the Biller Cascade and redirects the surfer to the denial page
 +
* Switch Cascade - Exits the current Biller Cascade and continues to the specified Biller Cascade
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* Show Template - Displays specified template
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* Redirect - redirect the surfer to the specified URL
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* End of the Biller Cascade
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 +
If a surfer reaches the end of a Biller Cascade, via either "Stop Cascade" or the exhausting all Biller Cascade steps, he is redirected to the Denial URL, which can be specified in the Tour of the Site to which he is attempting to join. (From "Sites Admin", locate the specific site and click the "Edit Tour" button. Locate the "Denial URL" field. Populate with complete URL of your denial page). If no denial page URL is specified on the Tour, NATS will display a generic denial page.
 +
 
 +
Consider the following scenario. A surfer attempts to pay via credit card. After exhausting all the Billers in the "Join By Credit Card" Biller Cascade that you have configured, you can "switch" to the "Join By Check" Biller Cascade to increase the chance that he will convert. Alternatively, you could choose to "redirect" the surfer that another URL.
 +
 
 +
'''Biller Cascade Steps'''
 +
 
 +
Now that the basics of the Biller Cascade have been established, you can configure a Biller Cascade for your NATS install. By default, NATS will create your first Biller Cascade with no steps defined. You are able to add "steps" to the Biller Cascade by choosing a Biller or special action from the "Add Cascade Step" drop-down list and clicking the "Add" button.<br>
 +
'''Note:''' If you need additional Biller Cascades, click the "Add a Cascade" tab in the Biller Admin. You will be prompted, via a dialog box, to name your Biller Cascade. Provide a name and click the "OK" button.
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*'''Choosing a Biller'''
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:After you click the "Add" button, you will have the opportunity to select the "Processing Type".
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:'''Note:''' Some Billers allow you to process payments by multiple means, however only one processing type can be selected per Billing Cascade step
 +
 
 +
:You will also have the opportunity to "target" or "exclude" demographic surfers from your Biller Cascade. Multiple countries can be selected "ctrl clicking", holding the "ctrl" key and clicking the desired country.<br>
 +
:'''Note:''' "Excluded" countries will supersede "Targeted" countries. It is suggested that you select from list with the least about of countries. This will ensure that NATS will be able to process a surfer more efficiently.
 +
 
 +
:You can add as many "steps" as you need for the Biller Cascade.<br>
 +
:'''Note:''' You can also choose from any of the special steps.
 +
 
 +
*'''Choosing a Special Step'''
 +
:Each of the special steps are configured essentially the same. You will be given the opportunity to choose a Biller Cascade, in the event of a "Switch Cascade" action. Or you can choose the template to display, in the event of a "Show Template" action. Or you can specify an URL, in the event of a "Redirect" action. However, for each special action, you will also have the ability to configure the "Target" and "Exclude" lists.
 +
 
 +
Assuming you have more than two (2) steps configured in your Biller Cascade, you will have four (4) actions in the "Actions" header for each step, excluding the first and last. These actions are described as follows:
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*[[Image:arrow_up.gif]]
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*[[Image:arrow_down.gif]]
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*[[Image:Pen_16.gif]] - Edit the specified step
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*[[Image:Trash_16.gif]] - Deletes the specified step
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 +
Now, that you a Biller Cascade set-up with Biller Cascade Steps establish, you may want to further configure your Biller Cascade. There are four (4) actions that can be taken on a Biller Cascade.

Revision as of 13:39, 27 April 2010

Billers Admin

  • Displayed by clicking the Ai billers.png button from the Admin menu at the footer of Affiliates Area
  • Displayed by clicking the Creditcard 16x16.gif Billers Admin link from the header menu of any Admin area


Now that you are able to get affiliates and customize the look and feel of your NATS install, you will want to set-up Billers that will handle the monetary transactions your affiliates and professional looking website will generate. This is handled in the "Billers Admin". The "Billers Admin" consists of two (2) important concepts; setting-up billers and creating cascades.


Set up Billers

Billers provide NATS with integration into their system. Therefore, you can only use the Billers that NATS provides. So, you will need to initiate a relationship with one or more of the Billers listed in the "Setup New Biller" drop-down list. Once those relationships have been established, you can associate your relationship with them into NATS. Assuming you have said relationship, you can set-up that Biller by choosing the biller from the "Setup New Biller" drop-down list and click the "Add" button under the Actions heading. This will refresh the "Billers Admin" page and allow you to enter the "Account Info" for that biller. Enter the account information provided by the Biller and click the "Save" button. Repeat this process for all Billers for which you want to do business. Once the Billers are properly set-up, you will see a list of all the Billers that your NATS install will be able to use in the NATS cascade.
Note: Adding multiple Billers to be used in your cascades will increases the chances of converting surfers.

Each Biller in NATS has the following attributes:

  • ID - an internal numeric value that identifies that Biller for your NATS install
  • Biller Name - a friendly name for you to identify the Biller
  • Shortname - an internal alpha value that identifies that Biller for your NATS install
  • Account Info - contains the information that identifies your account with the Biller
  • Processing Type - contains list of available billing options for that Biller
  • Last Poll - displays when NATS last requested transaction data from the Biller
  • Polling Date - displays when NATS will next attempt to retrieve transaction data from the Biller
  • Actions - collection of buttons that you allow to manipulate how NATS uses the Biller
  • Clicking the Pen 16.gif button allows you to change the "Account Info" attribute
  • Clicking the Debit 16x16.gif button allows you to set up Biller specific fees
There are two (2) types of fees that you can configure for each Biller
  • Transaction
There are several types of "Transaction" fees that can be configured:
  • All Charges
  • Conversion
  • Initial
  • Rebill
  • Trial
  • Chargeback Reversal
  • Credit Reserval
  • Credit Reversal
  • Insufficient Funds Reversal
  • Void Reversal
  • ALL

Each "Transaction" fee can be applied in any of the following times:
  • Never
  • After Affiliate Payout
  • From Affiliate Payout
  • Before Affiliate Payout

To add a "Transaction" fee:
  • Select one the of "Transaction Types" and one of the "Deduct" Types
  • Populate the "Flat Fee" and /or "(%) Charge" fields
  • Click the "Add" button

  • Deduction
There are several types of "Deduction" fees that can be configured:
  • All Fees
  • Chargeback
  • Credit
  • Insufficient Funds
  • Void
  • ALL

Each "Deduction" fee can be applied in any of the following times:
  • From Program
  • Before Affiliate

To add a "Deduction" fee:
  • Select on the of "Deduction Types" and one of the "Deduct" Types
  • Populate the "Flat Fee" and /or "(%) Charge" fields
  • Click the "Add" button

Note: Some types may not be applicable to the specific Biller being configured.
Note: You can specify both "Flat Fee" and "(%) Charge" amounts. NATS will calculate the fee using both independantly.
Example: $1.50 Flat Fee and 10% Charge on a $25.00 Transaction calculates as $1.50 + (0.10 * $25.00) = $4.00
  • Clicking the Linegraph 16x16.gif button allows you to view the "Poll" details
You can view the Poll history for the specified Biller. This page will report Transaction Type, Last Transaction Date, Transaction, and Biller Time. A more detailed listing of transactions can be viewed in the Reporting Admin. Simply choose the "Transactions" item from the "View Report" drop-down and click on the "Change Report" button.
  • Clicking the Trash 16.gif button allows you to remove the Biller

Biller Cascades

In order for a surfer to pay for your product or service, you must set-up at least one (1) Biller Cascade that utilizes your previously established Biller(s). A Biller Cascade is NATS internal functionality that "steps" the surfer through multiple Billers. The surfer will continue through the Biller Cascade until one (1) of five (5) special steps occur:

  • Stop Cascade - Ends the Biller Cascade and redirects the surfer to the denial page
  • Switch Cascade - Exits the current Biller Cascade and continues to the specified Biller Cascade
  • Show Template - Displays specified template
  • Redirect - redirect the surfer to the specified URL
  • End of the Biller Cascade

If a surfer reaches the end of a Biller Cascade, via either "Stop Cascade" or the exhausting all Biller Cascade steps, he is redirected to the Denial URL, which can be specified in the Tour of the Site to which he is attempting to join. (From "Sites Admin", locate the specific site and click the "Edit Tour" button. Locate the "Denial URL" field. Populate with complete URL of your denial page). If no denial page URL is specified on the Tour, NATS will display a generic denial page.

Consider the following scenario. A surfer attempts to pay via credit card. After exhausting all the Billers in the "Join By Credit Card" Biller Cascade that you have configured, you can "switch" to the "Join By Check" Biller Cascade to increase the chance that he will convert. Alternatively, you could choose to "redirect" the surfer that another URL.

Biller Cascade Steps

Now that the basics of the Biller Cascade have been established, you can configure a Biller Cascade for your NATS install. By default, NATS will create your first Biller Cascade with no steps defined. You are able to add "steps" to the Biller Cascade by choosing a Biller or special action from the "Add Cascade Step" drop-down list and clicking the "Add" button.
Note: If you need additional Biller Cascades, click the "Add a Cascade" tab in the Biller Admin. You will be prompted, via a dialog box, to name your Biller Cascade. Provide a name and click the "OK" button.

  • Choosing a Biller
After you click the "Add" button, you will have the opportunity to select the "Processing Type".
Note: Some Billers allow you to process payments by multiple means, however only one processing type can be selected per Billing Cascade step
You will also have the opportunity to "target" or "exclude" demographic surfers from your Biller Cascade. Multiple countries can be selected "ctrl clicking", holding the "ctrl" key and clicking the desired country.
Note: "Excluded" countries will supersede "Targeted" countries. It is suggested that you select from list with the least about of countries. This will ensure that NATS will be able to process a surfer more efficiently.
You can add as many "steps" as you need for the Biller Cascade.
Note: You can also choose from any of the special steps.
  • Choosing a Special Step
Each of the special steps are configured essentially the same. You will be given the opportunity to choose a Biller Cascade, in the event of a "Switch Cascade" action. Or you can choose the template to display, in the event of a "Show Template" action. Or you can specify an URL, in the event of a "Redirect" action. However, for each special action, you will also have the ability to configure the "Target" and "Exclude" lists.

Assuming you have more than two (2) steps configured in your Biller Cascade, you will have four (4) actions in the "Actions" header for each step, excluding the first and last. These actions are described as follows:

  • Arrow up.gif
  • Arrow down.gif
  • Pen 16.gif - Edit the specified step
  • Trash 16.gif - Deletes the specified step

Now, that you a Biller Cascade set-up with Biller Cascade Steps establish, you may want to further configure your Biller Cascade. There are four (4) actions that can be taken on a Biller Cascade.