Difference between revisions of "NATS4 TrustCharge"
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two separate Members Areas: One for members that are only in their Trial Phase, giving them only limited amount of content, and a separate one | two separate Members Areas: One for members that are only in their Trial Phase, giving them only limited amount of content, and a separate one | ||
which gives access to the full content for members that paid for the full month. | which gives access to the full content for members that paid for the full month. | ||
| + | |||
| + | For more information on configuring UpgradePlus in [[NATS]], please see our '''[[NATS4 Upgrade Plus]]''' wiki article. | ||
[[Category:NATS4 Biller Instructions]] | [[Category:NATS4 Biller Instructions]] | ||
Revision as of 08:43, 29 October 2012
Setting Up at TrustCharge
Before you can begin configuring TrustCharge as a biller in NATS4, you must first sign up for a merchant account with them. You can do this through their website at http://www.trustcharge.net.
When registering with TrustCharge, make sure to take down the Enterprise Account ID, Enterprise Account Username, and Enterprise Account Password that they provide for you. Without this information, you will not be able to set up TrustCharge in NATS.
Setting Up TrustCharge in NATS
Billers Admin
To begin setting up TrustCharge in NATS4, go to the Billers Admin. Scroll down to the "Setup New Biller" drop-down menu, select TrustCharge, and click "Add."
Note: If you don't see TrustCharge, put in a support ticket, as you may need an updated version of NATS.
Fill in your Enterprise Account ID, Enterprise Account Username, and Enterprise Account Password when prompted, and click Save. If you were not provided with the requested information, please contact TrustCharge.
Sites Admin
Next, go to the Sites Admin, create or edit a tour, and scroll down to the "Biller Details" section. Enter your TrustCharge Account ID here, into the field marked "TCHARGE Account ID."
Once you have done this, scroll down to the section labeled "Join Options for this Tour" and click the "Edit Option Details for this tour" section that corresponds to the join option you wish to use. In the "Biller Codes" section, locate the fields that start with "TCHARGE" -- Currency and Discount Upgrade Price. Fill out the provided field, and select the desired currency you wish to process transactions with.
When you have completed these steps, save your join option details. TrustCharge will now be configured for use as a biller in NATS.
Cross Sales
TrustCharge also supports Cross Sale transactions through NATS. In order to process cross sale transactions, however, you will first have to set them up with TrustCharge. Please contact TrustCharge for assistance with this.
To set up cross sales in NATS, go to the Upsells Admin and click incoming or outgoing cross sales from the navigation tabs (depending on whether you are sending or receiving the cross sale).
If you are sending a cross sale to another site, go to the "Outgoing Cross Sales" section. Add TrustCharge from the Biller drop-down menu, and click Add New Option. On the next page, you will be prompted to fill in the Title, Description, and Disclaimer for your cross sell option.
You will then need to fill out the Biller Info for your cross sale, which should be provided to you by TrustCharge. Fill in your Account ID, Xsale Number, and Ref Code here, and click Save Changes.
If you are receiving the cross sale, go to the "Incoming Cross Sales" section. Add TrustCharge from the Biller drop-down menu and click Add New Option. When prompted, choose the site and program you want to associate with the cross sale.
Under "Details," fill in the title of your cross sale option, the initial membership fee and length, and the recurring membership fee and length. Finally, fill in your Account ID, Xsale Number, and Discount Upgrade Price (if necessary) in the "Biller Info" section and click Save Changes.
Upsells
Upsells can be configured similarly to cross sales in NATS. Like cross sales, you will have to set up upsells first with TrustCharge.
To set up upsells in NATS, go to the Upsells Admin and click incoming or outgoing upsells from the navigation tabs (depending on whether you are sending or receiving the upsell).
If you are sending the upsell, go to the Outgoing Upsells section. Add TrustCharge from the Biller drop-down menu, and click Add New Option. On the next page, you will be prompted to fill in the Title, Description, and Disclaimer for your upsell.
You will then need to fill out the Biller Info for your upsell, which should be provided to you by TrustCharge. Fill in your Account ID, Upsell Number, and Ref Code here, and click Save Changes.
If you are receiving the upsell, go to the "Incoming Upsells" section. Add TrustCharge from the Biller drop-down menu and click Add New Option. When prompted, choose the site and program you want to associate with the upsell.
Under "Details," fill in the title of your upsell option, the initial membership fee and length, and the recurring membership fee and length. Finally, fill in your Account ID, Upsell Number, and Discount Upgrade Price (if necessary) in the "Biller Info" section and click Save Changes.
UpgradePlus
UpgradePlus lets you shorten a Member's Trial by offering them incentives to upgrade to a full member. Most users do this by offering them two separate Members Areas: One for members that are only in their Trial Phase, giving them only limited amount of content, and a separate one which gives access to the full content for members that paid for the full month.
For more information on configuring UpgradePlus in NATS, please see our NATS4 Upgrade Plus wiki article.
