SurePay

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This article will walk you through adding your SurePay gateway.

Step 1 - Activate SurePay

• Go to Merchants > Gateway Integrations and scroll down to SurePay.

• Click on the SurePay tile.

• Click on +Activate.

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Step 2 - Add SurePay credentials

Now the Create New MID page will appear. Double-check that SurePay is selected in the gateway field and fill in the rest of the info on the gateway profile.

• UserName and Password - These will be the credentials of a user within SurePay. These must be refreshed every 90 days. It is recommended to use APIKey instead.

• APIKey - Obtained from your SurePay account

• DeviceGuid. This is the DeviceGuid provided by SurePay

• alwaysCloseBatch. SurePay processes batch transactions at the end of the day. Use this option to close the batch after every transaction. This will result in an email to the SurePay admin user after every transaction.

Step 3 - Fill the rest of the gateway profile

Customer Service

• Phone #: The customer service phone number that customers should call related to this gateway.

• Chargeback #: The customer service phone number for chargebacks on the gateway.

• Email #: The customer service email that customers should use.

• URL: A support web page related to the gateway.

Limits

• Monthly Cap: This is the total volume per month that is allowed to process on the gateway. The CRM can calculate your cap usage in two different ways:

  • The first calculation includes only gross billings against the gateway and ignores refunds (this is the default).

  • The second calculation shows net billings and includes refunds to give the net billings for the month. You can enable the second option by enabling the Include Refunds checkbox.

• Discount Rate: The discount rate associated with the processor. This is a percentage of volume taken by the bank on every sale.

• Transaction Fee: This is a flat rate that is charged by the gateway for each transaction.

• Reserve Rate: This is a percentage of billings that the bank keeps in a rolling reserve.

• Chargeback Ratio: This is the threshold for Chargeback rates.
  
  

Trial Limits

• Validate Card Amount: This is used for the Validate Card authorization type. This value determines the authorization amount ran to the gateway if the offer is using Validate Card. This can be used to authorize a card for up to $15.
  
  

Additional Options

• Enabled: Whether or not to allow any sales on the gateway. When this box is deselected, no sales are allowed to process against the gateway.

• Block Pre-Paid: Whether or not to allow prepaid cards to process against the gateway. If checked, prepaid cards will be blocked.

• Block Debit Cards: Whether or not to allow debit cards to process against the gateway. If checked, debit cards will be blocked.
  
  

Accepted Payments

• Echeck: Check this if your gateway allows eCheck transactions.

• Mastercard: Check this if your gateway allows Master Cards.

• Visa: Check this if your gateway allows Visa Cards.

• AmEx: Check this if your gateway allowed American Express Cards.

• Discover: Check this if your gateway allowed Discover.

Merchant Details

• Descriptor: (Required) The descriptor that the customers will see on their bank statements. Can be used as a token on some autoresponders.

• Mid#: (Required) This is the mid# for the mid. This can be found on the VAR sheet or by contacting your merchant provider.

• Processor: This is the processor that the particular mid on the gateway is using.

Now Click on "Create MID" to save your settings.

Step 4 - Test the newly added gateway

Please follow this article for instructions on testing a new gateway.

Step 5 - Apply to live campaign offers

If your tests are successful, you can now apply the gateway to the offers within your campaigns.