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Configure Credit Card Verification Feature Settings |
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We have expanded the capabilities of CMS administrators by enabling them to can configure Credit Card Verification Feature Settings. With Credit Card Verification , when turned on, the system will hold credit card orders by new customers or users make purchases that are over the user-defined monetary threshold , then the system will hold the order until the user verifies credit card ownership. You can choose between two verification methods - Split Charge (default) and Short Change. |
Prerequisites
Info |
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This verification process is compatible only with the eWay Payment Provider. |
Step-by-step guide
1. Log into your CMS and navigate to Settings → Feature Management →2. Locate 3. Toggle
- In CMS, navigate to Settings → Feature Management → Payment & Checkout.
- Toggle on Credit Card Verification and click Configure. When this is turned on, credit card orders by new users or customers that exceed the threshold amount will be held and credit card verification is performed.
4. You can accept
- In The Credit Card Verification page, toggle on Enable Credit Card Verification.
alter
- Accept the default values or
- change them to match your business requirements.
5. You
Option Default Value Description Override Enable Credit Card VerificationImmediate Order Integration OFF Toggle to enable/disable credit card verification on new user or customer purchases that exceed the threshold amount. When turned on, the system will immediately integrate the order to the ERP. This allows stock to be reserved for this order and prevent it from being purchased in another order. If this is OFF, the order is on hold on the website only. Role level Attempts Allowed 3 The number of times the user or customer can attempt to verify ownership by entering one of the split amounts charged to their credit card before the order is cancelled. Role level Percentage Split (of the order amount) 85 Applies to Split Charge only. The system will split the total amount payable by the user/customer into two charge amounts (the first split equalling this value +/- the Credit Card Verification Percentage Variant), one of which they must enter to verify credit card ownership. Role level Threshold Order Amount 250.00 The system will hold orders over this amount until the user/customer can verify the credit card ownership. Role level Days to Hold Order 45 This value determines how long the order remains open until the user validates the credit card. Role level Usage Type Customer Set the Credit Card Verification settings against the user's login or a customer. Note - 'User' includes unregistered guest purchasers. Role level Credit Card Verification Verification Method SplitCharge Select SplitCharge or ShortChange.
- With Split Charge, the system will separately charge the credit card twice in accordance with the nominated 'Percentage Split'.
- Short Change - the system will charge the credit card once. However, The amount will be random value between Payment Amount and (Payment Amount - Max Short Charge Amount)
Role level Days Before Initial Reminder Email 2 Send an initial reminder email X days after the customer placed the order if they have not verified the credit card. Credit Card Verification Days Before Subsequent Reminder Email 7 Send a follow-up reminder email X days after the initial reminder email if the customer has still not verified the credit card. Notification Email Blank Enter the email address to which the system will send email notifications of orders pending, awaiting verification. Online Team Email Blank Enter a team email address to which the system will send email notifications of orders pending, awaiting verification. Role level Order Integration Order Status 17 This value represents an order that has been integrated into ERP Short Change Settings
Max Short Change Amount
$1.00
For the 'ShortChange' option only.
The Short Change verification method
Overrides
An override allows you to specify an exception to a specific global setting. You can configure overrides at the role level for the marked options by clicking the Overrides
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option.
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For instance, you may want to restrict Business2Business customers to two
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verification attempts and allow everyone else the default value of three
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.
7. If you want to add different override values for other roles, click the button and assign a role and an override value.
8. Click To add an override,
.
- Click the button.
- In the Role dropdown list, select the role.
- In Override Value, add the override value.
- Click Confirm to save your changes
9. Click Save and Exit to effect your changes.
10. Navigate to Content → Pages & Templates → Checkout
11. Locate the
- . You will see that the number of overrides for the feature has increased by one.
- To save your changes, click Save or Save and Exit.
Edit Order Confirmation Message widget
When Credit Card Verification is turned on, a message informing the new customer of the verification process is displayed after the order is submitted. You can customise this message in the Order Confirmation Message widget.
12. Look for
- Navigate to Content → Pages & Templates → Checkout.
- Locate the Order Confirmation Page and click Edit
13. You should see an new
- .
- Find the Order Confirmation Message widget and click Edit.
If you don't, head back to Settings → Feature Management → Payment & Checkout and ensure
- Find the tab: 'Credit Card Validation'.
- Note - If the tab is not there, check that 'Credit Card Verification' is enabled in 'Settings'.
14. Use this widget to configure
your customer
Configure the heading and message
when they are required to validate their credit card
the buyer will see
upon Checkout.
15. Save
16. You should now see a
- Save your changes.
your
- You will now see a new option in
- the CMS: Orders → Credit Card Verification
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- .
18. Click
- Any orders waiting for verification will appear in here.
split
- Click on More Info to see the details on the order, including the order
19. If the user
- Split Charge or Short Change amounts.
20. If
- If the user fails the first attempt, then eWay
if they did not receive it
- If the customer enquires after their order, you can resend the email to them by clicking Resend Email
21. If
- .
- If the customer was unable to validate the credit card via the link, but was able to confirm card ownership, an authorised CMS user can release the order by clicking 'Release' against the pending order.
22. The system will ask for a release reason. Click Confirm.
23. And the order is released. The customer will receive confirmation email notifications.
What your customers/users will see
1. A first-time
- Enter the reason for the release and click Confirm. The order is released and the customer will receive an order confirmation email.
Credit card verification process from customers/users' perspective
- A first-time user or customer registers on your site and makes a purchase.
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- At the Checkout page, they must check the box to acknowledge that their credit card payment may be selected for additional security verification.
3. As this is the first time they have purchased something from the site using an unverified credit card, the system will advise them that the order is pending at the confirmation screen.
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