Moneris ecommerce Guide

Transcription

1 Moneris ecommerce Guide (04/16)

2 For more information and assistance: Web: getpayd.com/paydproplus/support Toll-free: PAYD (7293) Record your Moneris merchant ID here:

3 Contents Welcome to PAYD Pro Plus ecommerce... 2 Build your website... 3 Website domain 3 Theme selection 3 Inventory management 3 Configuring your product profiles 4 Configuring additional settings 4 Launch your website... 6 Market your website... 7 Search Engine Optimization (SEO) 7 Web analytics 7 campaigns 7 Need help?... 8 Contact us 8 Other resources 8 Notes

4 Welcome to PAYD Pro Plus ecommerce Congratulations! You ve taken an important step toward becoming a successful online merchant. This PAYD Pro Plus ecommerce Guide provides important information you ll want to consider before you get started. Please review this guide for a summary of information on how to help build, launch and market your online store. Note: PAYD Pro Plus ecommerce is optimized for both PAYD Pro Plus Mobile and In-Store Solutions, and should be accessed using the Moneris PAYD Administration on your laptop or computer. 2 PAYD PRO PLUS - MONERIS ECOMMERCE GUIDE

5 Build your website PAYD Pro Plus ecommerce can help make it easier for you to create your online ecommerce presence. Before you begin, there are several things you must do to get your website up and running: Website domain To get started, you require a website domain for your PAYD Pro Plus ecommerce website. If you do not already have one, register a domain name with a domain registry company for your ecommerce website. Important: When purchasing your domain, create a DNS CNAME record. Please ensure that the CNAME record points to my.getpayd.com. This record links your existing domain name to the Moneris PAYD servers and the PAYD Pro Plus ecommerce store. Do not use a DNS record that points to a specific IP address, as this may impact your business processing capability if the IP address requires changes in the future. Pointing to my.getpayd.com helps to ensure continuity of service. Theme selection PAYD Pro Plus ecommerce offers a number of pre-defined themes to choose from. To access the ecommerce theme selection: 1. From the Moneris PAYD Administration main screen, click the ecommerce menu. 2. On the ecommerce menu, under the Site section, click Themes. 3. In the Themes screen, you can create a new theme or edit an existing theme that has been previously created. Note: PAYD Pro Plus offers CSS (Cascading Style Sheets) and Javascript import tools that can be used to import CSS or Javascript, which enable you to carry over the look and feel of your brand into the ecommerce website. Complete instructions for creating and editing themes, and importing CSS and Javascript can be found in the PAYD Pro Plus Online Help. To access the Online Help, open the POS view, click on the Tools tab and then click the Help button. Inventory management An important step in setting up your PAYD Pro Plus ecommerce website is planning what inventory will be available online and how your website will behave when customers make online purchases. For instance, do you wish to receive notifications when orders are placed? Will customers be able to use promotion codes during the checkout process? You can enable these features and configure product profiles within Moneris PAYD Administration. 3

6 Configuring your product profiles To set up your PAYD Pro Plus ecommerce website, you ll need to make important configuration changes in Moneris PAYD Administration, specifically within the product profiles. Tip: Make changes to your product profiles in Moneris PAYD Administration while the products are not visible online. This will enable you to review your changes and ensure the accuracy of the information added. To configure your products for online sales, ensure the following fields have been populated and options have been configured: Product Names (in both languages if applicable) are spelled correctly. Status is set to Active. Retail Price is entered. Any applicable Tax Exemptions are assigned. Product Description and Specifications are completed and spelled correctly (in both languages if applicable). The product is assigned to the correct Brand Name. The Brand Name must be set to Available Online. If you are shipping the product, the Brand Name must be set to Can be shipped. The profile contains one or more Product Images. Note: It is recommended that you use high-resolution pictures to present a clean, professional image to your online customers. If you don t have a product image, select a default image to display (see example on right). The product is assigned to the correct Categories. Categories and Sub-categories must be set to Available Online. If you are shipping the product, the Categories and Sub-categories must be set to Can be shipped. If applicable, create Multiple Product IDs for different variations of the product such as colour and size. If applicable, fill out the Related Products field to upsell or cross-sell related products. Any applicable Fees are assigned. In the product s ecommerce tab, select the following options and complete the following fields: Available Online set to Yes. Can Be Added To Shopping Cart set to Yes. Can Be Shipped set to Yes (where applicable). Under Unit Quantity Per Box, enter the number of items per box. Fill out the fields in the Dimensions section, including package dimensions and weight as this is required for calculating shipping costs. Note: The Dimension fields are necessary only if you are using integrated Expeditors and/or Table Rates shipping options (rather than Flat Rate shipping). Refer to the PAYD Pro Plus Online Help for detailed setup instructions. Configuring additional settings PAYD Pro Plus contains additional settings to define website behaviour and content including (website) Policies, addresses, Customers and Payment methods. These settings are contained in the ecommerce Options screen. To access the ecommerce Options screen: 4 PAYD PRO PLUS - MONERIS ECOMMERCE GUIDE

7 1. From the Moneris PAYD Administration main screen, click the ecommerce menu. 2. On the ecommerce menu, under the EComm Options section, click Options. Use the ecommerce Options screen to set up the following: Policies: Ensure that your PAYD Pro Plus ecommerce website is compliant with all applicable card brand rules, laws, regulations and data security standards. To help meet these requirements, enter your business policies and information with respect to the following: Contact Us Terms & Conditions Privacy Returns Shipping Note: To view some sample policies for your website, download the E-commerce Website Policy Samples document located here. Links to these policies will be visible at the bottom of your ecommerce website. For more information on the importance of these policies, see the Tips and tools for ecommerce business available for free download here. Addresses: used to notify you when an order has been placed, and provides your online customer with a point of contact for your business. To set-up your address: 1. Click s. 2. Under the Notification section, enter address(es) for Merchant and Customer notifications. Customers: define whether customers can register themselves online (on your PAYD Pro Plus ecommerce website), or register in person in your store before they can make purchases on your PAYD Pro Plus ecommerce website. Also, determine whether you want prices to be visible to all online shoppers, or only to registered customers who have logged in first. Payment Methods: this will indicate the payment methods available for your PAYD Pro Plus ecommerce website. To set-up your forms of payment: 1. Click Checkout. 2. Under the Payment Types section, place checkmarks beside the payment methods that online customers may use for purchases. Note: It is the merchant s responsibility to ensure that proper card processing procedures are followed at all times. Please refer to the Terms & Conditions of your Merchant Agreement available at getpayd.com/terms for details. Note: Once you receive notice from Moneris that online payment processing has been approved, you will be able to process payments through your ecommerce website and can now prepare for your website launch. PAYD Pro Plus ecommerce offers additional features and settings to complete your online store. Instructions on these setting options can be found in the PAYD Pro Plus Online Help. To access the Online Help, open the POS view, click on the Tools tab and then click the Help button. 5

8 Launch your website Before launching your website, ensure that its navigation and functionality is working as intended, and that you have met all compliance requirements. Here are a few things to consider before launching your website. 1. Preview your website: When designing your website, you can use the Preview function within the ecommerce - Themes section. Preview allows you to simulate the online shopping process by browsing inventory, adding items to your shopping cart etc., but will not actually process payments. 2. Compliance: You are responsible for ensuring your website meets all compliance requirements. Consult the Configuring additional settings section on page 4 of this guide. 3. Public Rollout: Once you have ensured your website meets all Compliance requirements, you can publish your website. Refer to the "Publishing ecommerce Themes" section in the PAYD Pro Plus Online Help for more information. Remember, while we re always here to answer any questions you may have about PAYD Pro Plus ecommerce, the responsibility of maintaining your website and keeping product information upto-date and accurate rests solely with you. 6 PAYD PRO PLUS - MONERIS ECOMMERCE GUIDE

9 Market your website Just like opening a store, once you ve launched your online store you may want to find ways to help drive traffic. Here are some marketing features built into PAYD Pro Plus ecommerce to consider. Search Engine Optimization (SEO) Search Engine Optimization is a process to help rank your website higher in search results. The higher your website is ranked on the search results page, the more likely potential customers will discover your website. Optimizing a website for search engines may involve editing its content and the underlying HTML code to increase its relevance to specific searched keywords. PAYD Pro Plus ecommerce supports best practices like customizable headers, titles, meta-tags and SEO-friendly URLs. PAYD Pro Plus ecommerce also automatically generates sitemaps.xml files so new products and website changes are indexed and can show up on search engines quickly. For more information on using this feature, please consult the Search Engine Optimization topic in the PAYD Pro Plus Online Help. Web analytics PAYD Pro Plus has built in support for Google Analytics, which allows you to track traffic to your website. From the ecommerce Google Tools screen, you can add your Google Analytics account information for easy access to this information. Note: Google Analytics web analytics service is offered by Google Inc. Moneris does not endorse this product or service, and PAYD Pro Plus is not endorsed by Google Inc. campaigns The Mass Mailing feature allows you to send promotions to targeted lists of customers who have consented to receiving communications from your business in accordance with applicable anti-spam laws. Please consult the Mass ing Customers topic within the PAYD Pro Plus Online Help for more information. Note: When a customer registers an account on your ecommerce website, their address and other contact information is stored under their customer profile in PAYD Pro Plus. Before ing your customers, ensure that you have obtained their consent to send communications in accordance with applicable anti-spam laws. 7

10 Need help? Getting help while using PAYD Pro Plus ecommerce is simple. When logged in to the PAYD Pro Plus In-Store Solution, you can access context-sensitive help from any screen by clicking the Help button ( ). A new window will open displaying the Help topic for the current application screen or window. There are other documents you can use for assistance with the PAYD Pro Plus Solution. Visit getpayd.com/paydproplus/support to: Download additional copies of the PAYD Pro Plus Mobile Solution Hardware Install Guide, the PAYD Pro Plus Mobile Solution Configuration Guide and the PAYD Pro Plus Mobile Solution Using Your App guide. Download additional copies of the PAYD Pro Plus In-store Solution Getting Started Guide. Visit the Knowledgebase for a list of FAQs pertaining to setting up and operating both the In- Store Solution and the PAYD Pro Plus App. Contact us info@getpayd.com Web: getpayd.com/paydproplus/support Phone: PAYD (7293) Other resources Visit shop.moneris.com to purchase point-of-sale supplies and receipt paper Visit moneris.com/insights for business advice, payment news & trends, customer success stories, and quarterly reports & insights 8 PAYD PRO PLUS - MONERIS ECOMMERCE GUIDE

11 Notes 9

12 MONERIS is a registered trade-mark of Moneris Solutions Corporation. APPLE and IPAD are trade-marks of Apple Inc., registered in the U.S. and other countries INTERAC is a registered trade-mark of Interac Inc. MONERIS PAYD, MONERIS PAYD BE PAYMENT READY & Design, and PAYD PRO PLUS are trade-marks of Moneris Solutions Corporation. All other marks or registered trade-marks are the property of their respective owners Moneris Solutions Corporation, 3300 Bloor Street West, Toronto, Ontario, M8X 2X2. All Rights Reserved. This manual shall not wholly or in part, in any form or by any means, electronic, mechanical, including photocopying, be reproduced or transmitted without the authorized consent of Moneris Solutions Corporation ( Moneris ). This guide is for informational purposes only. Neither Moneris nor any of its affiliates shall be liable for any direct, indirect, incidental, consequential or punitive damages arising out of use of any of the information contained in this guide. Neither Moneris or any of its affiliates nor any of our or their respective licensors, licensees, service providers or suppliers warrant or make any representation regarding the use or the results of the use of the information, content and materials contained in this guide in terms of their correctness, accuracy, reliability or otherwise. This guide has not been authorized, sponsored, or otherwise approved by Apple Inc. Your credit and/or debit card processing is governed by the terms and conditions of your VISA Merchant Agreement, your MasterCard Merchant Agreement, your Discover Merchant Agreement, your UnionPay International Merchant Agreement and/ or your INTERAC Merchant and Terminal Agreement (collectively, the Merchant Agreements ), as applicable with Moneris. It is your responsibility to ensure that proper card processing procedures are followed at all times. Please refer to your Merchant manuals and the Merchant Agreement(s) for details. The Moneris Merchant Operating Manual is available for free download at getpayd.com/manuals. PPP-eCOMM-EN (04/16)