Configure E-Commerce for Your Webex Site in Cisco Webex Site Administration

Webex site administrators can enable e-commerce for events or training sessions. With E-Commerce, hosts can require credit card payments for events and training sessions.

About E-Commerce

E-commerce is an optional feature that must be provisioned for a site. Site administrators can enable the e-commerce option for Webex Events and Webex Training. With the e-commerce feature, hosts can require credit card payments for access to their scheduled events, sessions, and published recordings. After site administrator enters online payment provider information, they can process credit card transactions from Webex Events and Webex Training sites.

Webex Events and Webex Training support the PayPal Payflow Pro, PayPal Website Payments Pro (UK), and PayPal Express Checkout (US and Canada) payment processing services.

Enable E-Commerce

    1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
    • Configuration > Webex Events > E-Commerce

    • Configuration > Webex Training > E-Commerce

    2Check the corresponding check boxes for the services that you want to enable.
      

    If you select both Webex Events and Webex Training, the configuration changes that you make for one automatically apply to the other.

    3Configure your e-commerce settings and text options.

    You can validate your changes in the "test" mode and return to the "production" mode when the changes are complete.

    4Click Update.

    Switch Between Test and Production Modes

    When you configure e-commerce, you can enable the "test" mode so that you can test your changes without making actual transactions. When the e-commerce configuration is complete, you can change the mode to "production".

      1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
      • Configuration > Webex Events > E-Commerce
      • Configuration > Webex Training > E-Commerce
      2For Mode of operation, select Test.
      3Make your configuration changes.
      4To make your changes available on the system, for Mode of operation, select Production.
      5Click Update.

      Enter Your PayPal Payflow Pro Information

        1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
        • Configuration > Webex Events > E-Commerce

        • Configuration > Webex Training > E-Commerce

        2To configure PayPal payment processing, click Configure.
        3Select PayPal Payflow Pro from the Provider list, and then enter the required information.
        4Click Update.

        Configuration Items: PayPal Payflow Pro

        Field

        Description

        Configuration Items:

        Partner ID

        Enter the identification number or name for the online payment service. For production mode, use the ID the online payment service provides.

        Merchant login ID/Vendor

        Enter the merchant login identification number or name that the site uses to sign in to the payment processing server.

        User ID

        Enter the user identification number or name that the site uses to sign in to the payment processing server.

        Password

        Enter the password that the site uses to sign in to the payment processing server.

        Select a PayPal Account Type:

        Website Payments Pro

        Select to control payments using the PayPal Payflow Pro page. The credit or debit card selection field will not display.

        PayPal Payments Pro or Website Payments Pro Payflow Edition

        Select to enable the credit or debit card selection field, with Visa, MasterCard, AMEX, and Discover options available for users.

        Payflow Pro

        Select to enable the credit or debit card selection field, with Visa, MasterCard, AMEX, Discover, Diners Club, and JCB options available for users.

        Express Checkout check box—Check to enable the Express Checkout option, which allows buyers to start and end the checkout process on the merchant's site. This links to the PayPal account login page.

        Credit cards and debit cards that are supported for the site:

        Card check boxes

        Check the supported credit and debit cards for the site. Depending upon the Select a PayPal Account Type selection, this field either may not appear, or may show various card options as described above.

        Currency symbol that is displayed on the site:

        Currency symbol

        The currency symbol that is displayed on the site. PayPal Payflow Pro only supports USD $ (U.S. Dollar).

        Enter Your PayPal Express Checkout (Canada) Information

          1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
          • Configuration > Webex Events > E-Commerce

          • Configuration > Webex Training > E-Commerce

          2To configure PayPal payment processing, click Configure.
          3Select PayPal Express Checkout (Canada) from the Provider list, and then enter the required information.
          4Click Update.

          Configuration Items: PayPal Express Checkout (Canada)

          Field

          Description

          PayPal login email address

          Enter the email address to sign in to the PayPal account.

          Grant API permission to Webex

          Select the link and follow the instructions that appear. This permission is required to allow Webex to run the transaction on your behalf.

          Currency symbol...

          Select Change to change the currency symbol that is displayed on the site. PayPal Express Checkout (Canada) supports CAD C$ (Canadian Dollar) as the default currency.

          Enter Your PayPal Express Checkout (US) Payment Information

            1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
            • Configuration > Webex Events > E-Commerce

            • Configuration > Webex Training > E-Commerce

            2To configure PayPal payment processing, click Configure.
            3Select PayPal Express Checkout (US) from the Provider list, and then enter the required information.
            4Click Update.

            Configuration Items: PayPal Express Checkout (US)

            Field

            Description

            PayPal login email address

            Enter the email address to log in to the PayPal account.

            Grant API permission to Webex

            Select the link and follow the instructions that appear. This permission is required to allow Webex to run the transaction on your behalf.

            Currency symbol...

            Select Change to enter the currency symbol that is displayed on the site. PayPal Express Checkout (US) supports USD $ (U.S. Dollar) as the default currency.

            Enter Your PayPal Website Payments Pro (UK) Payment Information

              1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
              • Configuration > Webex Events > E-Commerce

              • Configuration > Webex Training > E-Commerce

              2To configure PayPal payment processing, click Configure.
              3Select PayPal Website Payments Pro (UK) from the Provider list, and then enter the required information.
              4Click Update.

              PayPal Website Payments Pro (UK) Settings

              Field

              Description

              Configuration Items:

              Partner ID

              Enter the identification number or name for the online payment service. For production mode, use the ID the online payment service provides.

              Merchant login ID/Vendor

              Enter the merchant login identification number or name that the site uses to sign in to the payment processing server.

              User ID

              Enter the user identification number or name that the site uses to sign in to the payment processing server.

              Password

              Enter the password that the site uses to sign in to the payment processing server.

              Select a PayPal Account Type:

              Website Payments Pro

              Select to control payments using the PayPal Payflow Pro page. The credit or debit card selection field will not display.

              Website Payments Pro Payflow Edition

              Select to enable the credit or debit card selection field, with Visa/Debit/Electron and MasterCard options available for users.

              Credit cards or debit cards that are supported for the site:

              Card check boxes

              Check the supported credit and debit cards for the site. Depending upon the Select a PayPal Account Type selection, this field either may not appear, or may show various card options as described above.

              Currency symbol that is displayed on the site:

              Currency symbol

              Select Change to enter the currency symbol that is displayed on the site.

              Add Promotion Codes

                1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
                • Configuration > Webex Events > E-Commerce

                • Configuration > Webex Training > E-Commerce

                2Click Promotion Codes.
                3Enter the following information on the Create Promotion Codes page.
                • Promotion Code for Service: Select the service for which you want to create a new promotion code.

                • Recipient Name: Enter the name of the recipient (company or person) for the new promotion code.

                • Email: Enter the email address for the recipient. Alternately, you can upload a text file with the .txt extension, or a comma-separated values (CSV) file that you formatted in Microsoft Excel.

                  You can use the file to add up to 1000 recipient email addresses. The file can contain up to two data fields for one email address on each line: attendee email address and attendee name. If you provide only the email address for recipients, the system uses the portion of the email name before the @ symbol to populate the

                  • %AttendeeName% variable for the email

                  • “Recipient Name” field in the database table (for reporting purposes)

                • Promotion Code Length: Enter the length (number of characters) of the promotion code.

                • Promotion Code Usage: Select whether the promotion code can be used once, multiple times, or an unlimited number of times, before the promotion code expiry date.

                • Discount Type: Select whether the discount is a fixed amount or a percent, and enter the amount (in USD, CAD, or £) or the percent.

                • Expiration Date: Enter the date on which the promotion codes expire.

                • Promotion Code Type: Specify whether the system generates the promotion codes.

                  To have the system generate one or more promotion codes, select System Generated (Quantity) and enter the number of new promotion codes.

                  To create one custom promotion code, select Single Custom Promotion Code and enter a code of your choosing.

                • Applies To: Select whether the promotion code is good for all programs, events, and sessions; or good for a specific type (for example, Live Event).

                4Click Create.

                Extend the Expiration Date for a Promotion Code

                  1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
                  • Configuration > Webex Events > E-Commerce

                  • Configuration > Webex Training > E-Commerce

                  2In the E-Commerce Reports section, click Promotion Code Report.
                  3Enter the parameters for the report.
                    

                  Enter any information such as the date range, promotion code, or recipient, that you know applies to the codes that you want to extend.

                  4Click Display Report.
                  5Check the corresponding check boxes for the codes that you want to extend.
                  6Click Extend Expiration Date.
                  7In the Extend To (mm/dd/yyyy) field, enter the new expiration date.
                  8Click Update.

                  The Expiration Date column updates to show the new expiration dates for the promotion codes that you updated.

                  9Close the Promotion Code Report window.

                  Delete Promotion Codes

                    

                  After you delete a Promotion Code, it is no longer available for use.

                    1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
                    • Configuration > Webex Events > E-Commerce

                    • Configuration > Webex Training > E-Commerce

                    2In the E-Commerce Reports section, click Promotion Code Report.
                    3Enter the parameters for the report.
                      

                    Enter any information such as the date range, promotion code, or recipient, that you know applies to the codes that you want to delete.

                    4Click Display Report.
                    5Check the corresponding check boxes for the codes that you want to delete.
                    6Click Delete Promotion Codes.

                    The Status column updates to show the Deleted status for each of the codes that you deleted.

                    7Close the Promotion Code Report window.

                    Enter Your Company Information

                      1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
                      • Configuration > Webex Events > E-Commerce

                      • Configuration > Webex Training > E-Commerce

                      2In the Merchant Name field, enter the name you want to appear for your company or organization.
                      3In the Support Info field, enter an email address or a phone number that participants can use to get support with online payment transactions.
                      4Click Update.

                      Customize the Payment Page

                      You can customize the text that appears in the header and the footer of the payment page.

                        1Sign in to Webex Site Administration and, depending on which service you want to configure, go to one of the following pages:
                        • Configuration > Webex Events > E-Commerce

                        • Configuration > Webex Training > E-Commerce

                        2In the Credit or Debit card section header field, enter the text that you want to appear in the header for the payment page.
                        3In the Credit or Debit card section footer field, enter the text that you want to appear in the footer for the payment page.
                        4Click Update.

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