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== Setting Up at CardFlex == | == Setting Up at CardFlex == | ||
Latest revision as of 12:59, 20 February 2020
NATS 4
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Setting Up at CardFlex
Before you can begin configuring CardFlex as a biller in NATS4, you must first register a merchant account with them. This can be done through their website at http://www.cardflexpaymentsolutions.com/.
While registering with CardFlex, make sure to take down the Account ID, Password, Merchant Pin, and subid that they provide for you. This information will be necessary for setting up CardFlex in NATS4.
Note: CardFlex requires the PHP function, ssh2. For more information, please see the official PHP manual. The function names that must be used are 'ssh2_connect', and 'ssh2_sftp'.
This biller only supports credit card transactions.
Setting Up CardFlex in NATS
Billers Admin
To begin setting up CardFlex as a biller in NATS, go to the Billers Admin. Scroll down to the "Biller" drop-down menu, select CardFlex, and click "Add."
Note: If you don't see CardFlex as a biller in NATS4, put in a support ticket, as you may need an updated version of NATS.
When prompted, fill in the Account ID, Password, and Merchant Pin that were provided to you by CardFlex under the "Account Info" section. If you were not provided with this information, please contact your biller's support to receive it.
Sites Admin
Next, go to the Sites Admin, create or edit a tour, and scroll down to the "Biller Details" section. Locate the "CARDFLEX Merchant Sub ID" field here, and enter your CardFlex Merchant Sub ID for every join option you set up with CardFlex.
Additionally, you may wish to edit/add any additional rules to allow this option to show on your join page. You can do so with the purple arrows next to the Option row on the main Billers page (similar to the several other areas across NATS).
Once you have completed these steps, save your join option details. CardFlex will now be configured for basic use as a biller in NATS4.
Note: CardFlex only supports the following recurring days as an option for rebills:
- 7, 31, 30, 120, 180, 365, 14, 730, 28, 1, 60 days, or 0 days (no recurring option).
If the rebill day is set to a different value than above, NATS will skip CardFlex!
Cross Sales
CardFlex also supports Cross Sell transactions through NATS. In order to process cross sale transactions, however, you will first have to set them up with your biller. Please contact CardFlex 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 at the top of the page (depending on whether you are receiving or sending the cross sale).
If you are sending a cross sale to another site, go to the "Outgoing Cross Sales" page. Add CardFlex 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 have been provided to you by CardFlex. Fill in your Account ID, Merchant Pin, Merchant Sub ID, Ref Code, and Domain here. Once you have done that, fill in the initial membership fee and length for your option, as well as the recurring membership fee and length. Click Save Changes.
If you are receiving the cross sale, go to the "Incoming Cross Sales" page. Add CardFlex 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 Merchant Sub ID number that you received from CardFlex 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 first have to configure upsells with CardFlex before you can configure them in NATS.
To set up upsells in NATS, go to the Upsells Admin and click Incoming or Outgoing Upsells, depending on whether you are receiving or sending the upsell, from the navigation tabs at the top of the page.
If you are sending the upsell, go to the Outgoing Upsells section. Add CardFlex 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 have been provided to you by CardFlex. Fill in your Ref Code and Domain, as well as whether you want to use an HTTPS Post, and click Save Changes.
If you are receiving the upsell, go to the "Incoming Upsells" section. Add CardFlex from the provided Biller drop-down menu and click Add New Option. When prompted, choose the site and program you want to associate with this 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 Merchant ID, Product ID, Upgrade Product Page ID, and Upgrade Product ID in the "Biller Info" section and click Save Changes. CardFlex will now be configured to process Upsell and Cross Sell transactions through NATS4.
Note: CardFlex requires the last four (4) credit card digits for the member that you are upgrading.
UpgradePlus
CardFlex allows you to potentially shorten a Member's Trial by offering them incentives to upgrade in your Members Area. This can be done with the Upgrade Plus feature.
Place the following link in your Members Area to allow upgrade subscriptions with the UpgradePlus feature:
- http://<linkdomain>/signup/upgradeplus.php?site=<siteid>&username=<username>
Replace <linkdomain> with your linkdomain; replace <siteid> with your sites ID number; replace <username> with the user's username. You can get the current user's username with the following PHP code:
<?=$_SERVER['REMOTE_USER']?>)
For more information on this feature, please see our NATS4 Upgrade Plus wiki article.
Note: CardFlex requires the last four (4) credit card digits for the member that you are upgrading.
Notes
CardFlex only supports the following recurring days as an option for rebills:
- 7, 31, 30, 120, 180, 365, 14, 730, 28, 1, 60 days, or 0 days (no recurring option).
If the rebill day is set to a different value than above, NATS will skip CardFlex!
CardFlex requires the PHP function, ssh2. For more information, please see the official PHP manual. The function names that must be used are 'ssh2_connect', and 'ssh2_sftp'.
