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  • All gateways are enabled that should be

  • Gateway account has credentials, Limits and Descriptor field

  • Accepted Payment Type is correct

Follow this document to properly test your gateways: Testing Your Gateway Through Order Entry

  •  Campaigns have been configured in CRM
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Note

If any updates are made to the campaign (or products are resynced) you need to edit a page within the funnel, save, and then publish.

For more on configuring a campaign, please view this article: Creating a Campaign

  •  Campaign Products have been configured in CRM
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  • Check that all offers are present within the campaign and at the correct price point

Note

If any of your products have variants then the price will not show inside the campaign. Instead, check the variant prices inside your base products.

If any updates are made to the campaign (or products are resynced) you need to edit a page within the funnel, save, and then publish.

Resyncing products will overwrite any prices inside the campaign.

For more information on adding products to a campaign, please view this article: Adding a Product to a Campaign

  •  Merchants have been added to your Campaign Products
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To quickly apply your gateway to your offers -

Inside your campaign under the “Campaign Products” section, click the “Options” button and then “Batch Update”.

In the window pop-up, you will check the Update Merchant Account box, and select the merchant account added.

If you have merchant accounts for different products, you can add each of them individually with this function, and you can also bill products as individual transactions rather than combined transactions

Note

If any updates are made to the campaign (or products are resynced) you need to edit a page within the funnel, save, and then publish.

  •  Shipping Profiles have been configured in CRM

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