Realex Outcomes - Revision history

Philip Lacey at 17:28, 2 February 2016

2016-02-02T17:28:16Z

Philip Lacey at 23:23, 9 November 2014

2014-11-09T23:23:12Z

Philip Lacey at 02:21, 22 March 2014

2014-03-22T02:21:33Z

Philip Lacey at 11:49, 22 March 2012

2012-03-22T11:49:05Z

Philip Lacey at 11:48, 22 March 2012

2012-03-22T11:48:50Z

Philip Lacey: Created page with "BE outcomes have the ability to transfer details to Realex in realtime. Any outcome can have this ability enabled. == Step 1 - Enter the Realex account details == Main Men..."

2012-03-22T11:48:17Z

Created page with "BE outcomes have the ability to transfer details to Realex in realtime. Any outcome can have this ability enabled. == Step 1 - Enter the Realex account details == Main Men..."

New page

BE outcomes have the ability to transfer details to Realex in realtime.

Any outcome can have this ability enabled.

== Step 1 - Enter the Realex account details ==

Main Menu > Database Management > Database – Primary Management > Campaign – Edit > Choose the campaign > Open the section called “Realex Credit Card and Direct Debit Details”

* Merchant Id: Supplied by Realex
* Secret: Supplied by Realex and yes it is very case sensitive
* Account Id: Usually this is the subaccount name you create with Realex to identify the campaign the payments come from.
* Currency: The default currency to use if none is specifically specified during the transaction

Don't forget to go to the bottom of the page and click "Update Campaign"

== Step 2 - Add the fields to the the script ==

In order to process a transaction, there need to be a few fields dedicated to the task in the script.

To save you time and effort there is a complex block type called "Complex - Credit Card Block". This provides the fields
* Card Type
* Card Number
* Expiry Month / Expiry Year
* Name as it appears on the card
* Security Number (CCV CVC)

Again for convenience there is also a "Complex - Currency & Amount" type. This provides
* Currency
* Amount

You don't have to use the complex types but they do save a lot of hassle in setting up the details.

You will also need a an "Order Id" field. Which is your reference code into Realex for the transaction
And an "Auth Code" field. This field provides the authorisation code that comes back from Realex when the transaction goes through.

Quite a lot of details but with the addition of 4 questions you have all the fields you need.

== Step 3 - Configure the outcome ==

An outcome will need to be enabled to do the processing. You can add an outcome, or add the functionality to existing outcome using edit.

Main Menu > Database Management > Database – Outcome Manager > Edit an Outcome > Choose the campaign > Choose the outcome that should do the processing > Open the section called Instant Transfer – Realex Payments

In here you need to set up the fields:
* '''Process to Realex''' : Yes
* '''Authorisation Code''' : The field you added for authorisation
* '''Credit Card Block''' : The first field of the Credit Card complex block for the credit card usually "strCDA_X_field_0_Y - Card Type"
* '''Direct Debit Block''' : The first field of a Direct Debit complex block if used. Most times this field will be left blank.
* '''Currency Field''' : Whatever field contains the Currency. Must be a 3 letter code.
* '''Amount''' : The field that contains the amount to be charged.
* '''Order Field''' : The field that contains your unique order number for Realex to store.
* '''Order Format''' : BE can generate Order Ids IF you don't have a system. This box contains the format. There are a number of potential formats and implemenations possible. These will be documented here soon. Most times this field will be left blank.
* '''Wipe Fields''' : Once the order has been processed successfully, the credit card details will be wiped automatically. However if there are any other additional fields you need blanked, they can be specified here. Most times this field will be left blank.
* '''Modify fields''' : If you need to modify fields after the transaction completes successfully, you can specifiy the field and the type of modification here. These will be documented here soon. Most times this field will be left blank.

Once done, down to the bottom and click "Edit Outcome".

This means that when this outcome is used, the details will be sent to Realex for processing.

@@ Line 66: / Line 66: @@
 This means that when this outcome is used, the details will be sent to Realex for processing.
-[[Category:Learning:Contact Centre]]
+[[Category:Topic:Contact Centre]]
-[[Category:Learning:Customer Relationship Management]]
+[[Category:Topic:Customer Relationship Management]]
 [[Category:Module Specific:Form Management]]

← Older revision		Revision as of 02:21, 22 March 2014
Line 66:		Line 66:
	This means that when this outcome is used, the details will be sent to Realex for processing.		This means that when this outcome is used, the details will be sent to Realex for processing.

−	[[Category:~~Campaign~~]]	+	[[Category:Learning:Contact Centre]]
		+	[[Category:Learning:Customer Relationship Management]]
		+	[[Category:Module Specific:Form Management]]

← Older revision		Revision as of 11:49, 22 March 2012
Line 66:		Line 66:
	This means that when this outcome is used, the details will be sent to Realex for processing.		This means that when this outcome is used, the details will be sent to Realex for processing.

−	[[~~Catoegry~~:Campaign]]	+	[[Category:Campaign]]

← Older revision		Revision as of 11:48, 22 March 2012
Line 65:		Line 65:

	This means that when this outcome is used, the details will be sent to Realex for processing.		This means that when this outcome is used, the details will be sent to Realex for processing.
		+
		+	[[Catoegry:Campaign]]

@@ Line 1: / Line 1: @@
-BE outcomes have the ability to transfer details to Realex in realtime.
+= Overview =
 Any outcome can have this ability enabled.
 == Step 1 - Enter the Realex account details ==
-Main Menu > Database Management > Database – Primary Management > Campaign – Edit > Choose the campaign > Open the section called “Realex Credit Card and Direct Debit Details”
+''Main Menu > Database Management > Database – Primary Management > Campaign – Edit > Choose the campaign > Open the section called “Realex Credit Card and Direct Debit Details”
 * Merchant Id:  Supplied by Realex
@@ Line 12: / Line 23: @@
 * Account Id:  Usually this is the subaccount name you create with Realex to identify the campaign the payments come from.
 * Currency:  The default currency to use if none is specifically specified during the transaction
 Don't forget to go to the bottom of the page and click "Update Campaign"
@@ Line 21: / Line 33: @@
 In order to process a transaction, there need to be a few fields dedicated to the task in the script.
 To save you time and effort there is a complex block type called "Complex - Credit Card Block". This provides the fields
@@ Line 28: / Line 41: @@
 * Name as it appears on the card
 * Security Number (CCV CVC)
 Again for convenience there is also a "Complex - Currency & Amount" type.  This provides
 * Currency
 * Amount
 You don't have to use the complex types but they do save a lot of hassle in setting up the details.
 You will also need a an "Order Id" field.  Which is your reference code into Realex for the transaction
 And an "Auth Code" field.  This field provides the authorisation code that comes back from Realex when the transaction goes through.
 Quite a lot of details but with the addition of 4 questions you have all the fields you need.
@@ Line 47: / Line 64: @@
 An outcome will need to be enabled to do the processing.  You can add an outcome, or add the functionality to existing outcome using edit.
-Main Menu > Database Management > Database – Outcome Manager > Edit an Outcome > Choose the campaign > Choose the outcome that should do the processing > Open the section called Instant Transfer – Realex Payments
+''Main Menu > Database Management > Database – Outcome Manager > Edit an Outcome > Choose the campaign > Choose the outcome that should do the processing > Open the section called Instant Transfer – Realex Payments''
 In here you need to set up the fields:
@@ Line 63: / Line 80: @@
 Once done, down to the bottom and click "Edit Outcome".
 This means that when this outcome is used, the details will be sent to Realex for processing.
 [[Category:Topic:Contact Centre]]
 [[Category:Topic:Customer Relationship Management]]
 [[Category:Module Specific:Form Management]]