Website Payments Pro Setup Guide - Powered By Kayako SupportSuite

21 Nov 2009

Support Center » Knowledgebase » Website Payments Pro Setup Guide

	Website Payments Pro Setup Guide

Solution

Overview
Website Payments Pro is actually a combination of two checkout methods, and you must provide both options on your form. These two options are Express Checkout and Direct Pay. With Express Checkout, the user is redirected to PayPal to log in to their account. They are then taken back to your form/order summary page where they can complete the checkout. PayPal returns the customers shipping information so you do not need to ask for it on the form, which results in a faster checkout experience. With DirectPay, the user can enter their credit card details directly on the form, and complete the checkout process in one step, without ever logging in to their PayPal account.

Setting up you account at PayPal.com
Setting up Website Payments Pro is a multi-step process. First, you need to setup your PayPal account to work with Website Payments Pro. Go to the PayPal and click the Sign Up link to get started. It will take approx. 2 business days to get approved. While you are waiting for approval, you may want to setup a PayPal SandBox Account that you can use for testing. Setting up and configuring the SandBox account is not covered in this article, however the steps are essentially the same.

Form Integration / Setup at logiforms.com
Unlike Website Payments Standard, in order to use Website Payments Pro, your form must contain some specific fields. Because Website Payments Pro is a combination of DirectPay and Express Checkout, some of the fields are only applicable if the user selects DirectPay and some are only applicable if the user selects Express Checkout. Because of this, we recommend using dependencies to hide and show the relevant fields (explained in detail below).

First you must include the option for a user to select how they want to pay. This field determines if the user wants to use DirectPay (pay by credit card) or Express Checkout (user pays through PayPal). To add the payment method field follow these steps:

Open your form in the Form Editor.
Click the edit button where you want to insert the field, and choose Insert Before or Insert After.
From the common fields library scroll down and select the PayPal Payments Pro Payment Method field and click Continue.
Click Save & Close to add the field to your form.

This process will add a field like the one shown in figure 1.1. This field must be included on your form and is used to allow the user to decide which payment method they want to use.

Figure 1.1: PayPal Payments Pro Payment Method Field

Next, your form needs to contain credit card entry fields in order to support DirectPay. In addition, DirectPay also requires the users Billing Address information in order to verify the credit card via AVS (Address Verification System) to reduce fraud. Within the form Editor, follow these steps to add the credit card fields:

Click the edit button where you want to insert the credit card fields, and choose Insert Before or Insert After.
From the Special fields library select the Credit Card Block field and click Continue.
Click the Credit Card Settings Tab.
Set the Include CVV2 Field option to TRUE and the CVV2 Required option to TRUE.
Click Save & Close to add the credit card fields to your form.

This will add all the required credit card fields to your form (card number, expiry etc) as shown in figure 1.2

Figure 1.2: Credit Card Field Block

Finally, you'll need to add the following fields to collect the users billing address:

Billing Address
Billing City
Billing State/Province
Billing Country
Billing Zip/Postal Code

Using Dependencies to Hide/Show Fields
The credit card fields and the billing address fields only need to be used when the user selects to pay via Credit Card (DirectPay). These fields should be hidden if the user selects to pay via PayPal (Express Checkout).

You'll need to click edit on each field to open the Field Properties window, then select the dependencies tab and create a dependency that shows the field and makes it required if the paypaldirect paymentmethod field equals "creditcard". The dependency should look like Figure 1.3 below:

Figure 1.3: Dependencies to hide/show fields

The result is a form that shows/hides the fields when the payment method is toggled. You can see an example here: https://www.logiforms.com/formdata/user_forms/243_1802639/72342/

Express Checkout Fields
If the user selects to pay via PayPal (Express Checkout), you should hide all of the credit card and billing address fields as explained above. Express Checkout has no required fields that you need to add to your form, and the reason its called 'Express Checkout' is because you do not need to ask the user for their information and shipping address (unless you want to). This information is returned from PayPal when the user checks out via Express Checkout. The following information is returned from PayPal:

First Name
Last Name
Email Address
Ship to Name
Shipping Address
Shipping City
Shipping State/Province
Shipping Country
Shipping Zip/Postal Code

If you want to record this information you need to add each of these fields to your form. You can set them as hidden fields or use dependencies to hide them only when the payment method is "PayPal". By doing this, you can keep your form short and simple. All of this information will be returned from PayPal and will populate your database. If you decide to use the express checkout data returned from PayPal, you must specifiy this in the Post Processing Profile (explained in more detail next).

How you decide to configure this depends on if you need to capture these fields and if you want to take advantage of the way Express Checkout can simplify your form. For this to be effective you need to add dependencies to these fields to hide them when the payment method is "PayPal" and show them when it is "Credit Card".

Setting up the Post Processing Profile
The final step is to configure the Post Processing Profile which tells the form to interact with PayPal.

Click the Your Component Menu button to go the main menu
Click on your form and from within the Component Details Window select Post Processing Actions
Select PayPal Website Payments Pro
Follow along with the on-screen instructions to setup the payment integration.

When setting up the Post Processing Profile, you will need to enter your PayPal API Username,password and signature. This information can be retrieved from your PayPal account once your account has been approved for Website Payments Pro.

Remember also that when Express Checkout (PayPal) is used as the payment method, PayPal will return the shipping information and account holder name and email. You can set which fields should receive this data under Express Checkout Fields

Note: When setting up the profile, you have the option to 'Record Partial Submissions'. This option is only applicable when the user selects to pay via PayPal. When the user pays via PayPal the process works as follows:

The user fills out your form and clicks submit. If you have Record Partial Submissions set to true, then the record is inserted into your database. If it is set to false, no record is inserted at this step. The user is taken to the PayPal website to login. After logging in the user is returned to logiforms to view the order summary page.

After confirming the order, your database is updated. If Record Partial Submissions is true, then the record inserted in the first step is updated, otherwise the new record is inserted into your database at this step.

Setting up AutoResponders and Notifications
AutoResponders and Notifications are trigged only once during, after the transaction is completed. This differs from the way AutoResponders & Notifications work when using Website Payments Standard (with Website Payments Standard, the autoresponders and notifications get triggered twice).

Typically you will want to create two autoresponder profiles and two corresponding autoresponder rules; one for successful transactions and one for failed transactions.

The following screen shots, show how these rules should be set up:

Figure 2.3: Your main autoresponder (and notification) profiles/rules screen should resemble this screen

Figure 2.1: The Failure Rule. This rule will trigger the success profile

Figure 2.3: The Failure Rule. This rule will trigger the failure profile

Summary
Your all setup and ready to go! You can run some tests and then log in to your PayPal account and issue yourself a refund. Or you can use the PayPal Sandbox to test the system.

Article Details

Article ID:

122

Created On:

09 Sep 2009 06:14 PM