Configure E-Commerce

Document created by Cisco Documentation Team on Mar 23, 2016Last modified by Cisco Documentation Team on Sep 5, 2017
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About E-Commerce


E-commerce is an optional feature that must be provisioned for your site. You can enable the e-commerce option for Event Center and Training Center. With the e-commerce feature, hosts can require credit card payments for access to their scheduled events, sessions, and published recordings. After you enter your online payment provider information, you can process credit card transactions from your Event Center and Training Center sites.

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

Enable E-Commerce


      
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   Check the corresponding check boxes for the services that you want to enable.
Note      

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

Step 3   Configure 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.

Step 4   Select 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".


       
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   For Mode of operation, select Test.
Step 3   Make your configuration changes.
Step 4   To make your changes available on the system, for Mode of operation, select Production.
Step 5   Select Update.

Enter Your PayPal Payflow Pro Information


      
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   To configure PayPal payment processing, select Configure.
Step 3   Select PayPal Payflow Pro from the Provider list, and then enter the required information.
Step 4   Select Update.

Configuration Items: PayPal Payflow Pro

                                      

Field

Description

Configuration Items:

Partner ID

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

Merchant login ID/Vendor

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

User ID

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

Password

Enter the password that your site uses to log 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 credit or debit card selection field, with Visa, MasterCard, AMEX, and Discover options available for users.

Payflow Pro

Select to enable 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/debit cards supported for your site:

Card check boxes

Check the supported credit and debit cards for your 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 displayed on your site:

Currency symbol

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

Enter Your PayPal Express Checkout (Canada) Information


      
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   To configure PayPal payment processing, select Configure.
Step 3   Select PayPal Express Checkout (Canada) from the Provider list, and then enter the required information.
Step 4   Select Update.

Configuration Items: PayPal Express Checkout (Canada)

            

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 is required to allow WebEx to run the transaction on your behalf.

Currency symbol...

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

Enter Your PayPal Express Checkout (US) Payment Information


      
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   To configure PayPal payment processing, select Configure.
Step 3   Select PayPal Express Checkout (US) from the Provider list, and then enter the required information.
Step 4   Select 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 is required to allow WebEx to run the transaction on your behalf.

Currency symbol...

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

Enter Your PayPal Website Payments Pro (UK) Payment Information


      
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   To configure PayPal payment processing, select Configure.
Step 3   Select PayPal Website Payments Pro (UK) from the Provider list, and then enter the required information.
Step 4   Select Update.

PayPal Website Payments Pro (UK) Settings

                                   

Field

Description

Configuration Items:

Partner ID

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

Merchant login ID/Vendor

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

User ID

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

Password

Enter the password that your site uses to log 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 credit or debit card selection field, with Visa/Debit/Electron and MasterCard options available for users.

Credit cards/debit cards supported for your site:

Card check boxes

Check the supported credit and debit cards for your 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 displayed on your site:

Currency symbol

Select Change to enter the currency symbol displayed on your site.

Add Promotion Codes


      
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   Select Promotion Codes.
Step 3   Enter 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).

Step 4   Select Create.

Extend the Expiration Date for a Promotion Code


           
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   In the E-Commerce Reports section, select Promotion Code Report.
Step 3   Enter the parameters for the report.
Tip      

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

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

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

Step 9   Close the Promotion Code Report window.

Delete Promotion Codes

Important:

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


         
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   In the E-Commerce Reports section, select Promotion Code Report.
Step 3   Enter the parameters for the report.
Tip      

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

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

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

Step 7   Close the Promotion Code Report window.

Enter Your Company Information


      
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   In the Merchant Name field, enter the name you want to appear for your company or organization.
Step 3   In the Support Info field, enter an email address or a phone number that participants can use to get support with online payment transactions.
Step 4   Select Update.

Customize the Payment Page

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


      
Step 1   Select one of the following navigation paths, depending on which service you want to configure.
  • Configuration > Event Center > E-Commerce
  • Configuration > Training Center > E-Commerce
Step 2   In the Credit or Debit card section header field, enter the text that you want to appear in the header for the payment page.
Step 3   In the Credit or Debit card section footer field, enter the text that you want to appear in the footer for the payment page.
Step 4   Select Update.

 


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