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Merchant Setup

Overview

Version 1.1

Date: December 21, 2018

Confidential & Proprietary © 2018 Segpay, May not be reproduced or released without the written consent of Segpay


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Version Tracking ................................................................................................................................................................................ 3

Merchant Setup ................................................................................................................................................................................. 4

1.1 MERCHANT INFORMATION ................................................................................................................................................................ 4

1.1.1 Select Your Merchant ......................................................................................................................................................... 4

1.1.2 Change your merchant Information ................................................................................................................................... 5

1.2 WEBSITES ...................................................................................................................................................................................... 5

1.2.1 View Your Websites ............................................................................................................................................................ 5

1.2.2 Add Websites ..................................................................................................................................................................... 5

1.3 PRICE POINTS ................................................................................................................................................................................. 6

1.3.1 View Your Price Points ........................................................................................................................................................ 6

1.3.2 Add Price Points ................................................................................................................................................................. 6

1.3.3 Price Point Types ................................................................................................................................................................ 8

1.4 POST BACKS ................................................................................................................................................................................... 9

1.4.1 Types of Post Backs ............................................................................................................................................................ 9

1.4.2 View Your Post Backs ....................................................................................................................................................... 10

1.4.3 Add Postbacks .................................................................................................................................................................. 10

1.5 PACKAGES ................................................................................................................................................................................... 11

1.5.1 View Your Packages ......................................................................................................................................................... 11

1.5.2 Add Packages ................................................................................................................................................................... 12

1.5.3 Add Price Points to your Package ..................................................................................................................................... 13



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Version Tracking

Version

Number

Modification

Date

Modified By Changes Completed

1.00 07-08-2017 Product

Development

Initial Documentation Completed.

1.01 10-12-2018 Product

Development

Updated screen shots and copy to reflect

minor feature changes.

1.10 12-21-2018 Product

Development

Updated references to transactional

postbacks.



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Merchant Setup

The Merchant Portal - https://mp.segpay.com – is where you can setup and manage your Segpay account, including adding/editing

websites, price points, post back notifications, package configurations and more. Following is an overview of where to get started

after becoming a Segpay merchant.

1.1 MERCHANT INFORMATION

After completing the sign up process and submitting all of the necessary documentation and contract information, you are assigned

a unique Merchant ID and provided access to the Segpay Merchant Portal, where you can manage your business.

To view your company information, including fees and any notes associated with the account, visit the Merchant Portal, point your

mouse at the My Account icon and select Merchant Information.

1.1.1 SELECT YOUR MERCHANT If your merchant portal account is associated with multiple Segpay Merchant IDs (MIDs), select the merchant whose information you

want to view. Notice the search box, which comes in handy if you have a long list of merchants to scroll through. Type the merchant

ID or description to search.

https://mp.segpay.com/



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1.1.2 CHANGE YOUR MERCHANT INFORMATION Banking regulations dictate that most changes to your data must go through Segpay. Email us at [email protected] to report

any updates.

The one tab you can edit directly is Contact Information (see image below). You can make changes to any of the fields listed under

that tab, including your email, phone, etc. Click Save to submit your changes.

For more details on the Merchant Information page, click here.

1.2 WEBSITES

To add new websites to your account in the Merchant Portal, click My Websites and select Websites:

1.2.1 VIEW YOUR WEBSITES I. If you have added websites already, they are listed here. You can edit them, or click Clone to create a copy of an

existing website.

1.2.2 ADD WEBSITES II. To create a completely new site, click Add Website.

Select the merchant ID you want to associate with this new site. Then fill out the form, beginning with the website’s URL:

mailto:[email protected]

https://www.sphelpdesk.com/kb/article/63-viewing-and-editing-your-merchant-information/



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Fill out all the fields, including your Account Information and Contact Information. Click Save when you are finished.

For more details on setting up and managing your websites, click here.

1.3 PRICE POINTS

To add new price points in the Merchant Portal, or make changes to existing price points, click My Websites and select Manage Price Points.

1.3.1 VIEW YOUR PRICE POINTS If you’ve added price points already, they are listed here. You can edit them, or click Clone to create a copy of an existing price point.

1.3.2 ADD PRICE POINTS I. Click Add Price Point.

II. Select the Merchant you want associated with this price point. III. Fill Out the form (see image below).

https://www.sphelpdesk.com/kb/article/57-manage-websites



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IV. Click one of the Save options. To add many price points at once, use Save and Add Another or Save and Clone (creating a copy of the price point you just created, which you can save as is, or make changes).



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1.3.3 PRICE POINT TYPES You’ll select from a list of price point types (see the second field in image above), which includes the following:

1) Instant Conversion (Available on request)* - where you offer a limited-access trial period, and allow consumers to

convert to a full membership early, without having to wait for the trial to end. Instant-conversion offers are valid up to

12 hours before the end of the trial.

➢ Example: 4.00 for 15 days, then 29.99 for 30 days.

2) Recurring - Subscription-based pricing, featuring an initial period followed by automatic rebills every X days (the

number of days you specify).

➢ Example: 29.99 every 30 days

3) One Time - Consumer is billed once for access over a specified time period. Enter a price and the number of days it

covers.

➢ Example: 95 for 365 days of access

4) Digital Purchase - For non-subscription purchase of a specific item, such as a photo or movie download. Simply enter

the price of the item.

5) Delayed Capture (Available on request)* - Where you are offering a free trial and want to confirm that the consumer’s

card has sufficient funds to cover the rebill amount at the time of signup. Enter the number of days for the free trial,

then the recurring amount and number of days for automatic rebills.

6) Dynamic Pricing (Available on request)* - Vary your pricing for a given product or service, charging any price at signup,

within a predetermined range (see image below). Dynamic Pricing is required if you use a shopping cart plugin that

integrates with Segpay.

7) Recurring, Additional Dynamic (Available on request)* - Vary your pricing on a daily basis for trial and subscription

products. You can offer one subscription package to some consumers and a different package to others. For example,

bill consumer A $3.50 for 4 days, recurring at $28.95 every 30 days; bill consumer B $5 for 7 days, recurring at $34.95

every 30 days.

* If you are interested in using one of these price point types, please contact your Segpay Account Rep or Segpay

Technical Support ([email protected]).

For more details on setting up and managing price points, click here.


https://www.sphelpdesk.com/kb/article/58-manage-price-points



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1.4 POST BACKS

Postback notifications ensure that important data is sent to you after events such as signups, purchases, etc. You can store and use

this data for member management, or to pass variables to Segpay that can be displayed to a consumer later. To add post backs that

specify which data you should receive after various events, point your mouse at the My Websites menu and select Manage

Postbacks.

1.4.1 TYPES OF POST BACKS There are two categories of postbacks: Member Management, which notify you about changes in a user’s account status; and

Transactional, which notify you of the details associated with a transaction. There are specific types of postbacks under each

category, as outlined below:

Member Management Postbacks

Inquiry Postback: Sent when a username and password is entered on the Segpay payment page, or is passed to

Segpay from your system during checkout. The Inquiry postback checks if the username already exists in your

system. If so, the username defaults to the member’s email (please verify that your system supports email

addresses as usernames).

Enable Postback: Sent after an approved purchase, where a username and password is entered on the Segpay

payment page, or passed to Segpay from your system. After the Inquiry postback verifies the username is available

(or assigns the consumer’s email address as the username) the Enable postback alerts your system to grant access

to the member for the service(s) purchased.

Disable Postback: Sent when a subscription reaches its expiration date (or when expiration is requested via

chargeback or a refund/cancel request). The Disable postback is a notification to remove access for that member.

Cancellation Postback: Sent when an account cancellation or refund is requested – either by you, Segpay or the

consumer.

Reactivation Postback: Sent when an inactive account (previously cancelled or expired) is reactivated.



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Transactional Postbacks

Trans post Postbacks: Sent after any transaction (payment, refund, void, chargeback, etc.) to update your

database with the transaction details. As you can see, you can set up four of these postbacks, to send data to

multiple locations after transactions if you choose.

For each type of postback, you can specify a URL on your system that is requested when that specific type of event occurs,

along with parameters that specify which data is passed back to you.

To see example URLs for each of the postback types listed above, see the Postback section of Segpay’s Processing API for

Merchants Guide.

1.4.2 VIEW YOUR POST BACKS

If you’ve added postback configurations already, they are listed under My Websites, Manage Postbacks. You can edit them, or click

Clone to create a copy of an existing postback.

1.4.3 ADD POSTBACKS V. Click Add Postback.

VI. Select the Merchant associated with this postback. VII. Fill Out the form for each postback type (see image below).

VIII. Click one of the Save options. To add many postbacks at once, use Save and Add Another or Save and Clone (creating a copy of the postback you just created, which you can save as is or make changes).

https://www.sphelpdesk.com/kb/article/32-segpays-processing-api-for-merchants

https://www.sphelpdesk.com/kb/article/32-segpays-processing-api-for-merchants



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The input fields are the same for each type of postback (see image below).

For more details on setting up and managing postbacks, click here.

1.5 PACKAGES

A Package allows you to combine websites, price points, postbacks and pay page templates, packaging up all the important information needed to correctly display your payment page. Go to the merchant portal, point your mouse at the My Websites menu and select Manage Packages.

1.5.1 VIEW YOUR PACKAGES If you’ve created packages already, they are listed here. You can edit them, or click Clone to create a copy of an existing

package.

When viewing your list of packages, the following columns are displayed:

• Package ID: The package’s unique identifier.

• Payment Type: Credit card or Direct Debit (Europe-based merchants only).

https://www.sphelpdesk.com/kb/article/56-manage-postbacks



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• Description: A sentence or two about the type of offers included in this package (e.g., monthly subscriptions).

• URL: The website associated with the package.

• Postback: The postback configuration associated with the package.

• Package Status:

• Processing Status: Reflects whether you are processing in test mode or taking live transactions. Segpay changes this status when you are ready to go live.

• Last Modified:

1.5.2 ADD PACKAGES I. Click Add Package.

II. Select the merchant you want associated with this package (if you have more than one merchant ID). III. Fill Out the form (see image below). IV. Click one of the Save options. To add many packages at once, use Save and Add Another or Save and Clone (creating a

copy of the package you just created, which you can save as is or make changes).



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Note that there are five tabs on the Add Package screen. By default you are on the Package tab, and the rest are read-only until you complete and save that first tab. Once you do, the second tab, Pricing, is available.

1.5.3 ADD PRICE POINTS TO YOUR PACKAGE

I. Click the Pricing tab to add price points to your package. Then select a base currency – US Dollars, Euros or British Pounds.

II. When you select a currency, the price point(s) you set up for that currency appear in the table below. Select the checkbox next to each price point you want to add to the package (or click the checkbox in the header row to select all).

III. Click Update Pricing. The price point(s) you selected are highlighted in green at the top of the table, and a “Get My Button Code” link appears in the far right column. That link shows you the URL to generate the payment page for that specific price.



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For details on the rest of the tabs available when setting up and managing packages, click here.

Please feel free to let us know any thoughts or suggestions you have about this document or anything else, by emailing

[email protected].

https://www.sphelpdesk.com/kb/article/55-manage-packages


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