Single Transaction Orders

Offers and Upsells are normally separate transactions. There is however an option to combine them into a single transaction.

Navigate to CRM > Campaigns > [choose a campaign to edit] > General Details

Enable the Single Transaction option

Save

Open

Workflow

• The initial order is authorized for the total amount of the products

• The initial order is placed in a Pending status

• As each upsell arrives, the upsell item is added to the existing order. The upsell is not sent to the gateway at this time.

• When the campaign upsell window has elapsed since the order was created, the transaction is finalized.

  • If no upsells were added then the original authorization is captured

  • If upsells were added then the original authorization is voided AND a new sale is sent to the gateway for the entire amount. If the new sale declines then the entire order declines.

  • You can rerun the declines using the Order Details Report if needed. A standard rerun includes all products. There is an option to exclude the upsells for the rerun.

  • Do NOT manually capture the transaction at the gateway. Let the process complete as documented here.

  • Affiliate pixels are fired when the transaction is finalized

Limitations

• This feature is supported on a limited number of gateways. Other gateways will be evaluated upon request.

  • Apcopay

  • Braintree

  • Cardstream

  • Celerispay

  • CheckoutV2

  • Corvia

  • FluidPay

  • Gala Technologies

  • Gate2Payments

  • Maverick

  • MiCamp

  • NomuPay

  • NMI

  • Pay.On

  • Pay.com

  • Payfirma

  • PayPal Commerce (if Reference Transactions and Vault are enabled)

  • PaysafeV2

  • Paystrax

  • Poynt

  • StripeV2

  • VantivV2

  • Whitelabel Payments

• This workflow is not supported on Apple Pay, Google Pay, Amazon Pay, affirm, or any other prepaid gateway.

• The Single Transaction is exactly that. It does not support multiple transactions on the initial checkout. If you allow checkout with multiple products then care must be taken to ensure all those products are assigned the same gateway. Do not enable Standalone Transactions on any products.

• It is required that all products submitted are purchased on that single transaction. The offer gateway will override any gateways set on the upsell products. Overriding this rule is not possible.

• The single transaction can be in conflict with trial options. If there is one product on the order and that product is a trial, then the single transaction is ignored and the trial is run. If there are multiple products on the order, then the single transaction is preserved and the trial options are ignored (any trial products are not run with auth/hold, auth/void, or validate card options).