Moneris eSelect Plus

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Applies to: Starter, Pro, Plus, & Enterprise Plans

The option of selling e-Learning items from your organization's LMS inventory (be it to internal customers, external ones, or for the purposes of enabling bulk purchases of multiple enrollments) becomes a simple process by using Absorb's E-Commerce tool. 

It does however, require the use of an e-commerce payment gateway, integrated into your portal, in order to allow you to process customer credit cards. 

Of the four payment gateway choices currently available to Absorb clients, the subject of this article is Moneris eSelect Plus

Completing LMS Purchases via Moneris

In allowing your customers to make purchases via your LMS, their sales transaction is relayed from Absorb's shopping cart - over to Moneris's payment form - and then back once again to Absorb (so the customer can continue using your LMS) as soon as the successful purchase is complete. 

The list below outlines the steps your customers will follow in paying for their purchase (once their chosen items are selected and in their shopping cart) in order to complete the checkout process.

  1. Once the customer is done "shopping" and have verified that their purchases are correct in the 'Review Cart' tab, they then select the PROCEED TO CHECKOUT button.

     

  2. Next, as part of the 'Information' tab, the customer needs to enter their shipping / residential address into the system (if they have not already entered and saved it during a previous transaction). Even though no physical goods are being shipped in this transaction the LMS needs to know the location where the items are being ordered from in order to apply the correct taxes to the final price. Once this is entered the customer will next select the PROCEED TO CHECKOUT button. 

     

  3. As soon as their address information is added or confirmed by the customer they will next be prompted to choose their method of payment in the 'Checkout' tab, followed by selecting the PROCEED button.  

    Payment choices available here are:

    • Credit Card - Default method (and the Moneris example used here)
    • Wire Transfer - Requires LMS admin approval and does not go through Moneris
    • Check - Requires LMS admin approval and does not go through Moneris
    • Purchase Order - Requires LMS admin approval and does not go through Moneris
  4. At this point the Absorb LMS brings together the customer, their order and their address information and redirects this purchase data to Moneris where it is handed it off to the eSelect Plus payment form so that the sales transaction can be completed. From here, the LMS customer will enter their billing address and payment information and then select the PROCESS TRANSACTION button to complete the purchase.  

     

  5. If the purchase is successful, Absorb will generate a receipt showing the transaction information for the sale. 


  6. After the customer has had a chance to create a physical copy of their invoice by selecting the PRINT RECEIPT button, they then can either select the START BROWSING button to review their LMS purchase or select the TOGGLE MAIN MENU button in the top right corner of the invoice to make a different navigation selection from the drop down menu underneath (Note: 'Dashboard' selection shown below).

      

Configuring Your Moneris eSelect Plus Account

Now before you can actually start using your gateway as a Moneris eSelect Plus merchant it is crucial that you configure your Moneris account in order to be able to receive payments, as we do not have access to your merchant account and can't do it for you. It is very important that you do this before you start selling any of your LMS inventory, otherwise the payment process won't work. 

Fortunately, this configuration work only needs to be done once from your Moneris merchant account:

    1. Open your internet browser and navigate to the Moneris Merchant Resource Center.
    2. Enter your account credentials (the ones that you created when you opened your Moneris merchant account) in the 'Username', 'Store ID' & 'Password' fields provided and select the SUBMIT button. 


    3. This in turn will bring you to the Moneris Merchant Resource Center's landing page where you can make various changes to your account. At this stage, however you will want to start things off by setting up your hosted payment page:  
      • Select the ADMIN tab in the top menu

      • Next choose the HOSTED CONFIG sub-menu tab that immediately loads directly underneath

      • This will give you access to Moneris's 'Hosted Paypage Configuration' screen where you can create, configure and stylize your Absorb e-Commerce payment form

      • To begin doing that, start by selecting the GENERATE A NEW CONFIGURATION button


    4. The window that opens next will be a temporary payment page that will require some basic configuration settings that you will have to enter and save with fifteen (15) minutes in order for the payment form to become permanent. To do that you will need to enter your own specific merchant information in the following fields for your new payment page:   

      • Basic Configuration / Description - Choose the name for your Hosted Paypage. (Note: Moneris eSelect Plus allows you to have five (5) different payment pages tied to the same merchant account so give your page a name that will be meaningful / easy to remember in case you decide to add more than one.)
      • Payment Methods - Set the payment method to the 'Credit Cards' tick box option so that you can process credit cards for your LMS purchases
      • Response Method - Set the response method to the 'Sent to your server as a POST' radio button option
      • Approved URL - Enter the registered domain URL for your business (Note: the domain must be 'https' format) followed by the suffix '/Learn/ShoppingCart/ConfirmMoneris' for transactions that are approved
      • Declined URL - Enter the registered domain URL for your business (Note: the domain must be 'https' format) followed by the suffix '/Learn/ShoppingCart/DeclineMoneris' for transaction that are declined 

    5. Once you are satisfied with your choices above (be advised you will still have the option to change them later and/or delete the new hosted payment page and start again) select the SAVE CHANGES button to perform a first save that will create the page. Now as soon as you've initially created your payment page you will still need to make some more configuration selections so that your payment form can be finalized and made ready for processing actual LMS transactions. (Because of this multi-step setup that Moneris uses, as soon as you performed this first initial save of your payment form, the configuration page will automatically reload with the remaining options you need to complete in order to complete the process.)

      The first item to be filled out is found on the page you are already on, under the 'Response Method' section: 

      • Use "Enhanced Cancel" - Select the 'Enhanced Cancel' tick box option and once again select the SAVE CHANGES button. This setting ensures that if a customer of your LMS decides to cancel the purchase Moneris can redirect them back to the Absorb e-Commerce module without clearing any of items in their LMS shopping cart.

      The rest of the configuration options that you need to fill out are all separately accessed and saved through their own sub-pages by choosing the corresponding buttons that follow:
      • Configure Appearance - This button allows you to customize the visual look of your payment page. (See the ''Customizing the Moneris Payment Page' section directly following this one for instructions on the appearance options available for your payment page)
      • Response/Receipt Data - This button configures what specific information is returned from the payment page to Absorb in order to prepare a receipt for the LMS customer. (See Step #6 below for the settings required)
      • Security Features - This button configures additional e-Commerce security options. No action is required here as the default configuration setting provides sufficient security for all of your organization's LMS transactions.
      • Email Receipts - This button configures the format of the sales receipt that will get emailed to the LMS customer by Moneris at the successful conclusion of the transaction. No action is required here as Absorb handles all receipt generation internally for your customers' LMS transactions based on the settings chosen in Step #6 below 

    6. Next select the CONFIGURE RESPONSE FIELDS button to set the response options that will be included on a customer's payment receipt once their LMS transaction is successfully completed. It's important to note that because you set the Response Method in Step #4 to 'Sent to your server as a POST' the information your customer enters into Absorb as part of completing their purchase will be sent back to the LMS to populate the receipt once the transaction is successfully processed by Moneris:  

      • Return line item details - Selecting this tick box will allow the receipt to include the list of individual LMS items the customer purchased
      • Return shipping details - Selecting this tick box will ensure that the receipt includes the shipping information the customer entered
      • Return billing details - Selecting this tick box will ensure that the receipt includes the billing information the customer entered

Once you are finished select the SAVE RESPONSE SETTINGS button and then the RETURN TO MAIN CONFIGURATION button to return to the previous menu. 


Once you have completed this step and customized the appearance of the hosted payment form to your liking (as outlined in the next section directly below), you can select the LOGOUT button and your LMS will be ready for your customers to start making purchases.

Customizing the Moneris Payment Page

While your Moneris eSelect Plus payment form is ready for business at this point you still also have the option to continue on from Step #5 in the previous section and customize the appearance of your payment page to have it better match the colors and style choice of your organization's website, as well as turning on a few added display and input options. The steps outlined below explain how to accomplish that.

  1. First, from the main 'Hosted Paypage Configuration' screen select the CONFIGURE APPEARANCE button.

  2. Now before you start making any visual changes to your payment page, it is a good idea to first separately select both the LAYOUT SAMPLE and the VIEW PREVIEW buttons underneath the 'Appearance Configuration' heading. The first screen will allow you to see which specific labels correspond to the various sections of the payment form that you are able to customize. The second will show you what your payment form will look like once changes are made, which is something you can use as many times as you like until you get your page's appearance finalized. 

    Layout Sample



    View Preview


    It's also worth noting that the Moneris appearance is based on Hex color numbers. If you need help determining the color you wish to include you can also select the HEX COLOR CHART button to view the various options.

  3. Once you are familiar with these setup tools then you can next use the 'Colors and Styles' to start designating the font styles and colors your payment form will feature:

    • Background Color / Font Style / Primary Text Color - Changes here will affect the overall look of the entire hosted payment page
    • Merchant Name Color / Header & Footer Highlight Color - Changes here will affect only the top portion of the form
    • Section Divider Color / Section Divider Text Color - Changes here will affect the horizontal divider bars that separate each section of the page
    • Sub section Highlight Color / Sub section Highlight Text Color - Changes here will affect the subordinate horizontal divider bars that break up each major section of the page
    • Cancel Button Color / Cancel Button Text Color - Changes here will affect the button used to cancel with processing the payment transaction


      

  4. After choosing the visual look of your payment page the next available option is to display and/or gather additional information for the LMS customer to complete in paying for their LMS purchase which will also appear on your form:

     

    • Display item details - Selecting this tick box is recommended so the customer can confirm the items chosen in their purchase
    • Display customer details - Selecting this tick box is not necessary as this information is handled by the Absorb LMS
    • Display shipping address details - Selecting this tick box is not necessary as no LMS items will be physically shipped to the customer and the information was already gathered in a previous step by Absorb
    • Display billing address details - Selecting this tick box is recommended so that the customer can verify that the billing address on the LMS purchase matches that of their credit card
    • Enable input of Billing, Shipping, and extra data fields on the hosted paypage - Selecting this tick box is not recommended as the information is already gathered in a previous step by Absorb
    • Display merchant name - Selecting this tick box is totally optional on the part of the Moneris merchant as to whether or not they want their customers to see their name appear on the payment form 
  5. The next available option is to allow the merchant to assign a customized name to the button used in the event that their customer decides to cancel their LMS transaction: 


     

  6. Afterwards the Moneris merchant can next decide if they want to enable further security in processing the transaction: 

    • Display CVD input - Selecting this tick box is optional on the part of the Moneris merchant but it will ensure that the LMS customer is valid
    • Display AVS input - Selecting this tick box is optional on the part of the Moneris merchant if they want to get the LMS customer to re-enter their billing address as it appears on their credit card for further verification of their identity

  7.  Finally, there is the option for the Moneris merchant to select which credit / payment cards they want to accept in selling their LMS items: 

    • Visa - This card is accepted by default
    • Visa Debit - This card is accepted at the option of the merchant
    • Mastercard - This card is accepted by default
    • American Express - This card is accepted at the option of the merchant
    • Diners Club - Accepting this card is not recommended as it is not a member of the Payment Card Industry group which provides additional security to Absorb customers
    • Discover - This card is accepted at the option of the merchant 
    • Sears - Accepting this card is not recommended as it is not a member of the Payment Card Industry group which provides additional security to Absorb customers
    • JCB - This card is accepted at the option of the merchant

  8. As soon as you are done making the above changes you can select the SAVE APPEARANCE SETTINGS button and then RETURN TO MAIN CONFIGURATION button to return to the Merchant Resource Center main page. Or if you are done at this point, then once you have saved your settings, you can select the LOGOUT link in the top right corner and conclude your session. 

Changing the Payment Form Language

The Moneris eSelect Plus payment gateway can be offered in either language of your choice - English or French. As part of the process of initially configuring and implementing your Absorb LMS portal we will set the Moneris payment page in either language you want to be able to sell to your LMS customers in. However should you wish to change the language at some point in the future you simply need to open a Help Desk ticket with your change request. 

Transaction Reporting

Operating as an e-commerce merchant, it is very important to be able to monitor the transactions that your customers are making, so that you can be properly manage your LMS. 

To do so, the Absorb admin portal has been configured to provide you with customizable reporting capabilities which employs an extensive list of selectable information choices:

  1. First select the E-COMMERCE button on the left hand side of the LMS.
  2. Next choose the TRANSACTIONS option to run your report.
  3. Once the report is generated you can further customize it with additional columns of transaction information by selecting the DISPLAY COLUMNS button.
  4. In the drop down menu that appears underneath you may select any or all of the following options (grouped here to show the information types):

    • Customer Information
      -  Customer's First Name: first name of the customer
      -  Customer's Last Name: last name of the customer
      -  New User: whether the customer is new to the LMS
      -  Reference Number: customer chosen reference number

    • Billing Information
      -  Billing Address: physical address of the customer
      -  Billing Email Address: email address of the customer

    • Payment Information
      -  Payment Method: credit card, check, purchase order, etc.

    • Tax Information
      -  Country Tax (%): percentage of national sales tax
      -  Tax for Country (place): country to receive the tax
      -  Province Tax (%): percentage of provincial/state sales tax
      -  Tax for Province (place): province/state to receive the tax

    • Order Information
      -  Coupon Code: discount code entered by the customer
      -  Discount: price reduction applied by the LMS administrator
      -  Sub Total: preliminary amount owing without sales tax
      -  Total Amount: final amount owing with tax

    • Status Information
      -  Status: state of completion for the transaction
      -  Gateway Message: detailed transaction result information
      -  Gateway Result: payment gateway reference number
      -  Refunded: transaction refund status
      -  Refund Date: calendar day the transaction refund was processed
      -  ID: Activity event identifier generated by the LMS
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