Shopp Test Mode Payment Setting
Next we’re working on Payments. You have some payment options that are automatically included with Shopp and that is Test Mode, PayPal standard, PayPal Express, Google Checkout, 2Checkout.com and Offline Payment.
Offline Payment means that that they can pay by check or money order or whatever. You could include the ability to do an offline payment here. If you select that you have the opportunity to name it something else like “Pay by Check”. Then what you would do is include some instructions for sending the check with a reference number or with a copy of their receipt. This is just a set of directions that you would add to this ability to pay by check.
Are you going to offer them that ability?
Rick: Okay so since you’re not offering them that ability, just click this red thing and it goes away.
Test Mode is a method that doesn’t go anywhere to check the financial processing outside of your site. So it’s not like the sandbox in PayPal or the test mode in authorize.net. This however, will show you what all of the transaction processing looks like except for the parts of the processing that happen off of your site.
It’s essentially a way for you to see what your customer is going to see through the purchase process. You just set this up in Test Mode. All the credit card information is fake. It doesn’t matter what you put in there. And so for the time being, this is definitely something you want to include.
Now when you say “always show an error”, what that means is that’s going to show you what happens when the credit card processing simulates the credit card not working. You’ll use them in both formats to test some things. Most notably, you’ll be testing the functioning of Shopp itself and then when you’re done testing, you’re just going to kill it. But for the time being, we’re going to leave “Always show an error” checked for the moment. I’ll show you how it work when we get to testing.
And then you have things like PayPal Standard. We’re using authorize.net for this site but to the extent that you wanted to use PayPal as well, you could. They would have the choice of selecting either their credit card or their PayPal account if you offer them PayPal Standard. The way to offer them PayPal standard is to include your PayPal email here and then you want to click “Enable order verification” and you want to put your PDT Identity Token for validating orders in here.
I’m not going to go through the process of setting that up. However, I did record the process of doing that earlier today with another client. And so, I’m going to include the video tomorrow or whenever these videos get posted. And that goes through the process of how to set up PayPal’s IPN System and the PDT Identity Token and then how to set up a Thank You page and a couple of other things that are associated specifically with PayPal’s system. And so that’s for people who want to use PayPal can use PayPal.
If you’re a member of my site, you can also see it over here under the section, “Create a Membership Website” because I went through this process extensively during the membership website series. So that’s Week 3 and it has these slides that anybody can download. You don’t have to be a member to download the slides.
The slides do show some of this setting up of the PayPal Identity Token stuff as well. So if you just want to walk through these slides, you can find those under the Create a Membership Website Week 3 and then look at the Week 3 slides.
Here at PayPal go to Profile. And scroll down to Website Payment Preferences, we would turn “auto return” on and then we need to…
Helen: What does that do?
Rick: Well, this is the part of it that will return the purchaser to the right place on the website.
Rick: So in fact, what we’re going to do is open up sacreddialogs.com. Let’s go over to Pages and we go to our “Thank you for your purchase” page. And that’s the URL that we’re using, “Thank you for your purchase” there. And then we come back over here to these preferences and we put that in as a return URL.
And then we want the payment data transfer to be turned on so we turn that on.
Helen: What does that do?
Rick: That’s the other part of keeping track… the payment data transfer gives WP eMember the information that it needs to determine whether or not somebody has been paying every month.
Helen: Oh fabulous. Okay, thank you.
Rick: And let’s see, express checkout, no. We’re going to save that.
So we’ve set up the initial part of this and now, once we’ve done that, we come back over here to our payment preferences and now we have our payment data transfer token.
So we copy that. We come back to the payment section here and paste it. And now what we have is our PDT Identity Token inside of this PayPal Payments System. And if we hit Save Changes, now we have PayPal Standard setup.
Then finally, what we need to do is set up our instant payment notification preferences. So we come back over here to Profile and then scroll down to instant payment notification preferences. And we’re going to choose our IPN Settings. The URL is back to this URL.
Helen: Now is this for the initial payment or for the monthly payment?
Rick: This is for all payments.
We have that set up and now. The one thing that we haven’t done yet is setting up the Thank You page the way it should be set up. We’re going to come back over to back to Profile because there’s a something in here that tells you what you need to have on your Thank You page. And that is Website Payment Preferences and here it is, “Thank you for your payment. Your transaction has been completed.” I’m just going to copy that right there and paste it on the page. And yeah, HTML view. I do that.
Now we’ve gotten to what we’re really going to work on tonight and that is the option of authorize.net. Authorize.net is actually fairly straightforward.
You’ve already seen what the problem is with doing authorize.net, right? In order to authorize.net, you do need a dedicated SSL certificate. You do need a dedicated IP address and then you have to figure out what your host requires of you in order to have those 2 things. We’ve just seen what we have to do with Bluehost in order to make it work. But once you’ve got that part of it taken care of, all you need is your authorize.net log in ID and a transaction key. And authorize.net just seamlessly handles the rest of that.
The log in ID is there and the transaction key is here. And all we have to do now is select which cards we’re going to take. Obviously, you’re going to take Visa and Mastercard. Are you taking American Express, Helen?
Helen: I don’t think so. Discover, we will.
Rick: You’ll take Discover but not Diner’s Club. I don’t have any idea what JCB is.
Helen: I don’t know either.
Rick: Okay so Visa, Mastercard and Discover cards are the cards you’re going to take.
Helen: For sure.
Rick: We’re not going to enable Test Mode at the moment because that requires a little bit of setup on the authorize.net section. But we will, in the later seminar, we will do a testing procedure, both within Test Mode and then back inside of authorize.net, just to make sure everything works. And when we do the authorize.net testing, we will select enable Test Mode.
We hit save changes. Okay and that is now set up. So really, setting up authorize.net is probably easier than setting up PayPal except for the SSL certificate.