Payflow Pro

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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 PayPal - PayFlow Pro.

 

Completing LMS Purchases via PayFlow Pro

In allowing your customers to make purchases via your LMS, their sales transaction is relayed from Absorb's shopping cart - over to PayPal'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.

     


     

     

  3. Once the above 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 PayPal example used here)
    • Wire Transfer - Requires LMS admin approval and does not go through PayPal
    • Check - Requires LMS admin approval and does not go through PayPal
    • Purchase Order - Requires LMS admin approval and does not go through PayPal
  4. At this point the Absorb LMS brings together the customer, their order and their address information and redirects this purchase data to PayPal where it is handed it off to the PayFlow Pro payment form so that the sales transaction can be completed.

     


    Once the necessary billing information has been entered into the PayFlow payment form by the customer, they then need to select the Pay Now button to confirm their acceptance of having the credit card charge processed.

  5. If the transaction 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 PayFlow Pro Account

Now before you can actually start using your gateway as a PayFlow Pro merchant it is crucial that you configure your PayPal 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 is easily performed once you log into your merchant account:

  1. Open your internet browser and navigate to the PayPal Manager.

  2. Enter your account credentials (the ones that you created when you opened your PayPal merchant account) in the 'Partner', 'Merchant Login', 'User' (optional) & 'Password' fields provided and select the Log In button.

  3. This will bring you to the PayPal Manager's landing page where you can make various changes to your account.

     

     

     

     

  4. From this landing page, select the Service Settings tab. This in turn will allow you to specifically change your 'Hosted Checkout Page' (i.e. your payment form).

  5. Next, select Set Up from the link or tab on this page (or from the 'Set Up' link in the page shown in the previous Step #4 directly above).


    As soon as you do this you will see that the 'Set Up' screen has a number of options that you can configure with your PayFlow Pro merchant account. But for now, in order to get your payment gateway in operation, you only need to be concerned with configuring items listed in the next four steps.

  6. The very first section in your Set Up options page is 'Choose Your Settings'. There is actually only one item you can change here, the 'Transaction Process Mode'. From the drop down menu you want to select the 'Live' option so that your gateway can start processing actual e-commerce transactions.



  7. Next scroll down until you see the option to set your 'Billing Information' which is the information you want your customers to enter as part of completing their order. Looking closer you will notice that the same information options are displayed twice.

    The first set of options ('Make these fields required') indicates the information you have decided that your customer must provide before their order will be processed. The second set of options ('Make these fields editable') indicates the information you want your customer to be able to edit.As far as choosing which fields you want to have your customers provide information for, it's up to you as the merchant to decide what data you want to capture with an LMS purchase.

     

    Note: Readers will be familiar with all of these field choices, maybe with the exception of the Card Security Code, the 'CSC'. It is known by various names, but they all refer to the three number digit on the back of the card which ensures that the customer making a purchase actual is the owner and holder of the physical credit card and not just someone using their number to make a purchase on their behalf.

  8. Continuing scrolling on until you get to the section called 'Payment Confirmation'. By setting these options to match the configuration below, you are instructing PayPal to return your customers to your LMS as soon as their purchase transaction is successful and completed so that they can continuing on with their work:
    • Show Confirmation Page - Select the radio button 'On my website'
    • Enter Return URL - Make sure to leave this field blank
    • Return URL Method - From the drop down menu make sure this option is set to 'POST'

  9. Once you reach the 'Set Up' page scroll down the last setup heading called 'Security Options'. From there mouse over to the drop down menu next to the words 'Enable Secure Token'. Open the menu and from there set the option to 'Yes'. The reason you are setting this option to 'Yes' is because it activates an additional security precaution by exchanging unique information between your LMS and PayPal that validates that a purchase being made on your payment form is in fact coming from a legitimate customer of your LMS.

  10. As soon as you've done that you can then select the Save Changes button to finalize all the previous changes you have made. After that all that remains is to select the Log Out link in the top right corner of the page to end your session.

 

Customizing the PayFlow Pro Payment Page

Now if you have taken the opportunity to look at your custom branded payment page, by completing a test transaction as a learner of your LMS, you will have seen what your LMS customers will see when they pay for a purchase (i.e. your organization's version of the payment form that was shown in Step #4 in the first section of this guide - 'Completing LMS Purchases via PayFlow Pro'). This standard PayPal payment form is branded with your organization's logo and is known as 'Layout A'.

 

However, should you choose, you have the further option of selecting a different payment form layout from PayFlow, called 'Layout B' - one that permits you to style the visual appearance a great deal beyond the logo updates of 'Layout A'. The steps outlined below explain how to accomplish that.

  1. First, repeat Steps #1 through #4 from the second section of this guide directly above ('Configuring Your PayFlow Pro Account').

  2. But this time when you reach the 'Hosted Checkout Pages' page you will want to select Customize from the link or tab on this page (or from the 'Customize' link which will be accessible in the previous page you accessed when you repeated Step #4 mentioned above).

  3. The window that opens next will show you a choice of available layouts for your payment form indicating the option your account is set to - the highlighted choice 'Layout A' - as well as a preview underneath of what your form looks like to your customers. From this point, you will see that there are three payment form layout options available:
    • Layout A - Default layout with rounded corners and logo changes available only
    • Layout B - Similar to 'Layout A', but with squared corners and several different customizing options available
    • Layout C - PayPal payment information only, no customer branding / styling available whatsoever


    Since you are choosing to customize your payment form, you will be selecting 'Layout B'.

  4. As soon as you make the new selection you will see that styling is now available in four different areas of the payment form. Any region that is bordered by a dotted line and has a yellow pencil icon in its upper right corner indicates an area where custom styling can be applied.


    When you float over any one of these regions it will 'grey out’ and the words "Edit this area" will appear next to the pencil icon. Clicking anywhere inside the space will open the editing feature to show you what custom changes are available. (Look at the information in the next section on how to do that.)

  5. Once you are done making changes (as outlined in the next section) you can choose to:

    • Undo Changes to revert to the previously saved version of your form and continuing editing
    • Preview any changes made to the appearance
    • Save and Publish your changes and return to the previous screen
    • Cancel everything and return to the previous screen

Making Changes to Your Payment Page

Now before you log in to PayPal Manager and start to change your payment form over to 'Layout B' it is very important that you first let us know by contacting the Absorb Help Desk. This is because your LMS portal has been configured to work with the default 'Layout A' and so we will need to make some changes in the LMS to allow 'Layout B' to work properly for you.

As soon as we let you know that your LMS is ready you can start making the layout changes to your new form:

  1. Referring back to Step #4 in the previous section, you are able to make changes to any of the following regions in your payment page:

    • A. Header
    • B. Background
    • C. Font Color & Button Color
    • D. Order Summary Column
    Note: All of the items below use pixels for height, point size for fonts and Hex numbers for colors.

  2. Header:
    This is the top banner where your customers will recognize this as being your payment page.


    Items you can change here are:
    • Height
    • Background Color
    • Business Name
      (plus show/hide)
    • Business Name Font Color
    • Business Name Font
    • Business Name Font Size
    • Business Logo
      (plus show/hide)
    • Business Logo Position
      (left/center/right)
  3. Background:
    As the form's border, the Background has the biggest dimensions on your payment page, but actually occupies the least amount of space.


    Items you can change here are:
    • Footer Text Color
      (text language is set by PayPal)
    • Background Color
    • Background Image
      (plus repeat options)
  4. Font Color & Button Color:
    These options belong to the area where credit card data is entered by your customers so they can pay for their purchases.

    It is important to note that while the styling changes you apply here also updates the formatting of the area entitled 'Pay with PayPal' (again as per Step #4 of the previous section) this choice will not be displayed as a payment method available to Absorb clients using PayFlow Pro. As you saw in the transaction sample above, your customers will be given a single PayPal payment choice to 'Pay with credit or debit card' only.

    Items you can change here are:
    • Text on Page Header
      ('Choose a way to pay' - on the Payment Page)
    • Section Border
      (boxes around payment choices)
    • Subheader Text
      ('Pay with PayPal')
    • Text on Page
      ('Pay Now / Pay Later')
    • Button
      ('Pay Now' button)
    • Text on button
      ('Pay Now' button text)
  5. Edit Order Summary Column:
    This area shows the overall subtotal of the entire order, plus the inclusion of sales tax to arrive at the final payment amount your customer will be paying.


    Items you can change here are:
    • Background Color
    • Image in the Order Column
      (displayed beneath the order summary)
    As shown in the images above, each customizing option includes an OK button to preview your edits and a Cancel button to clear your drafted changes and return to the previous look of your payment page.

  6. It is important to note however, that no matter what edits you make in any of the above parts of your payment form, none of your changes will be finalized and seen by your customers until you select the Save and Publish button.

    After that you can logout from PayPal and the customizing process is complete.

 

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.
    -  Credit Card Number: last four digits of the credit card
    -  Credit Card Type: brand of the credit card

  • 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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