There are some situations when you might want to link a single donation page to more than one merchant account or gateway.
For example, you may have separate merchant accounts set up for different currencies, but want to collect donations in different currencies through the same page. Or, you might want to collect both credit card and PayPal payments through a single page, but want to have credit card payments go to your normal credit card gateway rather than your PayPal account.
The software is able to cover two basic scenarios:
You can set up a donation page to submit donations to two or more gateways of the same type, based on specified form field selections (e.g. divert donations to different WorldPay Merchant IDs depending on the currency selected by the donor).
You can set up a donation page that submits to a standard credit card gateway by default, but will instead submit to a PayPal merchant account if the donor selects PayPal as their payment method.
For general set up of donation pages, please see the help document detailing the process for your specific gateway type.
Linking a donation page to multiple gateways of the same type
You can select an alternate gateway based on what the donor enters for either Payment type, Currency, or a value submitted in Other1 field. Follow the steps below:
Make sure that all the gateways you want to link to are set up under ‘Account Settings > Gateways’, as explained in the help document for your gateway type.
Create your donation page as normal, linking it to the gateway you want to have as the default. Make sure that you include on the page the form field(s) on which you want to differentiate donations (Payment type, Currency, or Other1).
- From ‘Pages > Manage Pages’ click the ‘Settings’ cog icon next to the name of your page to open up the settings page. Click ‘Donation Settings” on the left to view the gateway dropdown:
- Under the payment gateway list, you should see a link to add additional gateways. After clicking this link, a new dropdown list will appear from which you can select an alternate gateway of the same type (or a PayPal gateway – see the next section for details). If there are no other selectable gateways in the account, the dropdown will not be available.
- Once you have selected a secondary gateway, further fields will appear allowing you to specify the criteria for directing donations to the alternate gateway. You can add multiple field values delimited by tilde: ~ . In the example below, I have specified that I want the gateway ‘Vantiv Live’ to be used instead of the default if the donor selects GBP or EUR for their payment currency:
- Make sure you click submit at the bottom of the page to save your changes. If you later find you have made a mistake, you can delete a row by clicking the ‘minus’ icon on the right hand side.
- The page is now set up to accept payments to different gateways of the same type, depending on what the donor entered in the form. The software will check each condition in page order. If none of the special conditions are found to apply, the donation will be submitted to the default gateway.
Adding a PayPal option to a donation page linked to a credit card gateway
You can set your donation page to redirect the payment to PayPal if the donor selects PayPal as their payment method. Follow the steps below:
- Make sure that the credit card gateway you want to link to is set up under Hello YOURNAME > Account Settings > Gateways, as explained in the help document for your gateway type. If you have not already done so, you will also need to set up the PayPal gateway.
- Create your donation page as normal, linking it to the gateway you want to have as the default.
- Add Paypal as a secondary gateway:
- Use form dependencies to dynamically show/hide any fields that are mandatory for certain payment types but that are not required for PayPal. For example, hide card number, expiry date, card holder name and CVV fields available for card payments, but it doesn’t make sense to show these fields for someone who is paying through PayPal.
- Any supporter selecting ‘PayPal’ as the payment option for this donation page will now be redirected to a PayPal payment page when they submit the page, where they can log into their own PayPal account and make their donation. Once the transaction is complete, the supporter will be redirected back to the Engaging Networks thank you page.
Note that you can combine these two methods – so, for example, you could set up a single donation page that directs payments to different WorldPay merchant accounts depending on the currency selected, but that redirects to PayPal if the supporter selects PayPal as the payment method.