eSelect Payment Gateway
eSelect integration allows for real time credit card processing through the eSelect payment gateway. This is a Canada-based service and has many default features for Canadian merchants. Of course, you must have an eSelect account before you can configure this profile type. Learn more at http://www.eselectplus.ca.
eSelect is one of several payment service integrations that we offer in Logiforms. You might also consider PayPal Payments Standard, PayPal Payments Pro and Authorize.net.
Preparing the Form
For the eSelect payment profile, you must have two fields on your form, Total Dollar Amount and Purchase Description. You will need to select these fields in the Field Mappings step in the wizard. These fields are mandatory fields for processing transactions in the payment gateway. Total Dollar Amount must be a numeric-equivalent value, and Purchase Description should be alpha-numeric.
You will also need to place a number of credit card fields onto your form: Card Number Field, Card Type Field, Card Expiry Month, and Card Expiry Year. These fields are also mandatory for processing transactions in the payment gateway. You'll need to select these fields in the Credit Card Fields step in the wizard. All fields must contain alpha-numeric data, and the Card Number must contain only digits.
These fields need to be present on your form before you can set up this integration. Otherwise, you'll have to exit the wizard, add the fields, and return to the wizard. You'll need to select these fields in the Field Mappings panel of the wizard. See the Creating an eSelect Profile section below.
If you want to charge your customer sales tax, you should consider placing fields on your form for GST (Goods and Services Tax), PST (Provincial Sales Tax), or a Total Tax (such as the HST). You can map these fields to eSelect fields in the Field Mapping panel of the wizard.
If you want to capture the 3-digit credit card code, the place a numeric-only text field on the form and map this field in the Credit Card Fields panel of the wizard. See the Creating an eSelect Profile section below.
If you want to pass the billing information onto the eSelect payment gateway to maintain it in their database, then you'll need to place these fields onto your form:
|First Name||Billing Address|
|Last Name||Billing City|
|Fax||Billing Postal Code|
If you want to pass the shipping information onto the eSelect payment gateway to maintain it in their database, then you'll also need to place these fields onto your form:
|First Name||Shipping Address|
|Last Name||Shipping City|
|Fax||Shipping Postal Code|
Creating an eSelect Profile
Though we offer you many options when creating this profile, it's quite easy when you follow the steps in the wizard:
Begin by choosing Post Processing > 3rd Party Integrations from the Form Designer Toolbar; or you can also right-click on the form in the Dashboard, then select Form Design Tools > 3rd Party Integrations.
The 3rd Party Integration management window will appear. To launch the wizard, click the Add Profile button. NOTE: If you encounter a listing containing one or more profiles, click the Add Profile menu item.
When the wizard that appears, click the Next button to begin.
You are given the choice of several types of 3rd party profile types. Choose eSelect, and then click Next.
Follow these steps to configure the profile settings:
In the General Account Settings panel of the wizard, enter a Profile Name and check the box for Default Profile if you want this to be the default profile.
The Manually Triggered Only option can be checked if you want to use a trigger to manually fire this profile. When checked, this profile will not be automatically executed when the from is submitted. Instead, you can set up a Run 3rd Party Trigger Action to call it via Respondent Update Mode, the Record Details window or as part of a workflow.
In the section eSelect Account Settings, enter the Store ID, API Token, and Order ID Prefix for your eSelect account.
Click the Next button to move on to the Field Mappings panel.
Follow these steps to configure the field mappings:
For the first two settings, you must choose the fields on the form that correspond to a Total Dollar Amount and Purchase Description, each of which are required by the payment gateway. For each, you can choose Enter Static Value and then specify the value in the text box that appears.
Optionally, you can map the fields for GST, PST, and Total Tax. (We cover these in the section Preparing the Form above.)
In the Credit Card Fields section, you must also map all of the credit card fields that will feed data into the payment gateway.
When you're happy with the credit card mappings, click Next to move on to the Billing Information panel.
Billing Address and Shipping Settings
Follow these steps to configure the profile settings:
Optionally, you can map the billing address fields on your form so that this data is passed along to the payment gateway for recording into the eSelect database. See the Preparing the Form section in this topic, above.
Click Next to move on to the Shipping Information panel. This is also optional, but you can map the shipping address fields on your form so that this data is passed along to the payment gateway for recording into the eSelect database. See the Preparing the Form section in this topic, above.
Click Finish to complete and save this profile. When you do so, your profile will be saved and a series of hidden fields will embed into your form-each field having the prefix "eSelect". You can find these fields in the Form Outline Panel.
Post-Payment Communication with the User
You can use the response from the eSelect gateway to display a "Thank You" page when the payment is successful. You could also display a "Payment Incomplete" page containing both a link to the form and an encouraging message to return and complete the form. We offer these steps as a guide:
Set up two autoresponder profiles. The first one could have a name like "Payment Success", and in the profile wizard you would configure a Thank You page. Also in this profile, you could create an autoresponder rule having the name "Payment Failure" that examines the [eSelect Response code] wildcard for the value Approved.
You might also create another autoresponder profile having the name "Payment Failure". Configure this profile to redirect the user to a webpage containing recovery / reattempt instructions. The autoresponder rule for this profile that examines the [eSelect Response code] wildcard for the value Declined.
Testing the Integration
After configuring the payment profile, along with the autoresponders and corresponding rules, you should give serious consideration to testing your form. We don't provide a test mode with this profile, but you can send test transactions. Later, you can execute voids or refunds at the payment gateway.