NOTE: These instructions are written for NATS 4. For instructions on setting up EGatePay in NATS3, please see our NATS3 EGatePay wiki article.
Setting up at EGatePay
Before you can begin configuring EGatePay in NATS4, you must first sign up for an account with them. You can do this by contacting them through their website at http://www.egatepay.com/.
When registering with EGatePay, make sure you receive a Merchant ID, Password, Reporting Username, and Reporting Password that they provide you with. These are essential for configuring EGatePay in NATS4.
Setting up in Nats
Billers Admin
To begin setting up EGatePay in NATS, go to the Billers Admin, select EGatePay from the "Setup New Biller" drop-down menu, and click Add.
Enter your Merchant ID, Password, Reporting Username, and Reporting Password that were provided by EGatePay.
Note: EGatePay will need to be added to a cascade before it can be used to process transactions.
Sites Admin
Next, go to the Sites Admin, edit or create a tour. There are no site/tour specific settings for EGatePay.
Next, Edit (or create) the join option(s) you want to use with EGatePay. You will see the following list of available option fields (all preceded by EGatePay id:#):
Currency Type - the currency that this join option should be billed in.
Discount Upgrade Price (optional) - Special price for recurring transactions if the member instant upgrades
Auth Amount (optional) - For $0 free trials, the amount to authorize on the credit card
Disable Fraud Checks - Disable EGatePay's fraud checking
This option setup may also require rules to be setup. You can do so with the purple arrows next to the option row (similar to the several other areas across NATS).
Note: EGatePay requires members to provide their address when processing transactions through NATS. If your join form does not require an address, you can add a field by editing your join form template in the Sites Admin. Without doing so, your EGatepay transactions will not process properly.
Simply click the "Edit Site Templates" for the site you want to add EGatePay functionality to, and find the join page. Insert the following line of code into the join page template to add an address field:
Save your template, and your member join form will now prompt surfers for their address when signing up.
Cross Sales
If you wish to configure cross sales with EGatePay, go to the Upsells Admin and click Incoming or Outgoing Cross Sales from the tabs at the top of the page (depending on whether you are sending or receiving the cross sale).
For Incoming Cross Sales, go to the Incoming Cross sales section. Add EGatePay from the "Biller" drop-down menu. Fill in the Merchant ID field, which may be the same as Merchant ID from the Billers Admin, for this cross sale. You will also want to select the site and program that you want to associate with this cross sale.
Lastly you will fill in the details for this cross sale: Title, Initial price/days, and Recurring price/days.
For Outgoing Cross Sales, go to the Outgoing Cross Sales section. Add EGatePay from the "Biller" drop-down menu. In this section you will also have to fill in the following: Title, Description, and Disclaimer. In the "Biller Info" section, you will fill out the data for the receiving end (the person you are doing cross sales with will provide this information for you). Fill in Merchant ID, Merchant Password, Ref Code, Domain, and Currency Type.
Note: If you are sending a cross sale to another NATS customer, you can obtain the biller information for the outgoing cross sale from their NATS install. Simply login to their NATS install with the account that you want to be credited with the cross sale. Next, go to http://<other nats domain>/internal.php?page=xsells . You will see the information you need to fill in your admin from this page.
For outgoing cross sells, you will also have to contact your partners and have them change the ip for you in their XSELL_EGP_SECURE_IPS configuration variable. This can be found in either their config.php or their config_override.php
For affiliates to send you cross sells (or you to send cross sells to yourself), you'll need to add the IPs to the XSELL_EGP_SECURE_IPS configuration variable.
Additional Support
If you have any further questions regarding the setup of in NATS4, please put in a support ticket.
