Select an existing payment form from the Form Library list to access the following editing options:
Basic Form
This area permits basic information to be displayed on the signup form.
Setting Up a Basic Form
Enter a Product Description. This is a brief description of the product or membership sold on the subaccount Web site.
Select Premium Access from the drop down menu:
Yes. To have the form prefilled (e.g., When the consumer enters a credit card number and email address, other user information is prefilled.).
No. Not to prefill the form (e.g., When an existing customer returns to your signup form and enters known information such as a credit card number and email address, the remaining fields will be automatically prefilled with the subscriber's member information if Premium Access is selected. This option is very convenient for the consumer and speeds up the Sign Up process.)
Select Merchant Side Error Checking from the drop down menu:
Alert. To enable merchant error side checking and display the page errors in a popup window.
None. To disable merchant error checking; errors will be displayed directly on the affected page. If consumers enter their purchase information incorrectly into the Sign Up form, the system automatically gives them an error message asking them to re-enter the information correctly (e.g., An error will occur when a consumer does not enter the last name on the Sign Up Form; the system will pop up a window requesting the completion of all required fields.).
Select a Pricing from the drop down menu. Pricing permits the setup and formatting of subscription options:
Full. The subscription options are formatted and displayed in full (e.g., $0.00 for 5 days (trial ) then $30.00 recurring every 30 days.).
Initial. The subscription options are formatted and displayed in short form (e.g., $0.00 for 5 days. The Full pricing option is displayed towards the bottom of the Sign Up Form).
Dynamic. Pricing information will be dynamically passed into the form using Dynamic Pricing. Pricing will be displayed on the form in the same manner as Initial.
Custom. The subscriptions options will be set to user-defined, permitting a Custom Price Description to be entered. Custom Pricing must be setup by CCBill ; contact Merchant Support for setup information.
Check Loyalty Discount Disclosure. This specifies where to display the loyalty discount you are offering for the current price:
Initial. To display the discount on the Sign Up Form.
Approval. To display it on the Approval page.
If neither Initial nor Approval is checked, then the loyalty discount will not be displayed.
Traffic
The Traffic area allows you to choose a form where to send consumers after the first denial, an Exit URL to send consumers when they exit the Sign Up Form, and the amount of time to wait before sending consumers to the exit URL. When consumers exit the Sign Up Form, you can set up forms to popup immediately and after a period of time has passed.
Traffic Flow
Traffic Flow allows you to send consumers to the selected form after the first transaction has been denied. You can send consumers to one of the other payment options Sign Up Forms if a sale is declined. For example, if the use of a credit card was denied, you can offer the online check version of this Sign-Up Form instead. Please note that consumers are sent to the Denial URL if declined twice. Refer to the Background Post documentation for further information.
Choose a Sign-Up Form from the Traffic Flow drop-down menu. Choose from the current Sign Up Forms library.
Exit Popup
When consumers leave the Sign-Up form, the exit popup feature will redirect them immediately to a new popup window and get them interested in another Web site or offer.
Enter the following in the Exit Popup area:
•Exit Popup URL. This sends the consumer to the specified location immediately after leaving the Sign Up Form.
•Exit Popup Attributes. This is the height and width (in pixels) of the exit popup window.
Timed Popup
When consumers exit the Sign-Up form, the timed popup feature will redirect them to a new popup window and get them interested in another website or offer after a specific amount of time. This is an optional feature.
Enter the following in the Timed Popup area:
Timed Popup URL. This sends consumers to the specified location after they view the Sign Up Form within the duration set by the Timed Popup Timeframe.
Timed Popup Attributes. The height and width (in pixels) of the timed popup window.
Timed Popup Timeframe. The duration (in seconds) to wait before sending consumers to the Timed Popup URL.
Layout
The Layout area permits the setup of Terms and Conditions, Confirmation page, and Sign Up Form Options. The Form Options for each payment type are slightly different.
Keep in mind that certain layout options for a new subaccount are initially disabled by CCBill. Other layout options may be disabled, if you have requested them to be shut off, or if CCBill has shut them off for another reason. If you cannot access or change any of the layout options, contact Merchant Support to have them enabled.
The following layout options are available:
Terms and Conditions:
Confirm Terms and Conditions
Consumer Support
Confirmation Options:
Confirm page
Opt Out
Confirm Fields
Form Options:
Credit Card
CVV2 Number
Phone Number
Name on Card
Card Type
Custom Text
Checking:
Phone Number
Name on Account
Custom Text
It is required to present consumers with both the terms and conditions of the purchase and the consumer service information on the Sign Up Form.
Enter the following in the Terms and Conditions Options area:
Confirm Terms and Conditions. Sets up how to confirm the Terms and Conditions on the Sign Up Form. The consumer can confirm the Terms and Conditions via a Select Box, Check Box, or Radio Button.
Consumer Support. Sets up how to access customer support on the Sign Up Form. The consumer can access the support via a Link or Button.
Confirmation Options
This area sets up the options for the Confirmation page. For new subaccounts, the Confirmation options are disabled by default. If you need to use the Confirmation options, contact Merchant Support to have them activated. Once CCBill activates an option, you can enable or disable any individual option for the subaccount's Confirmation page. Enter the following in the Confirmation Options area:
Confirm Page. Determines whether to show the Confirmation page before the transaction is processed. Select Yes to display the Confirmation page; select No if you do not want to display a Confirmation page.
Opt Out. Sets up whether or not to have the Cancel Transaction button on the Confirmation page. When customers click the Cancel Transaction button, they will be redirected to the Opt Out URL. Select Yes to display the Cancel Transaction button. Select No to not show the Cancel Transaction button on the Confirmation page.
Confirm Fields. Specifies the information fields to be displayed on the Confirmation page. Any or all of the following fields may be displayed on the Confirmation page: Name, Address, and/or User (data such as credit card, expiration date, card type, name on card, etc).
Form Options
You will be asked to enter different Form Options for the selected of Sign Up Form type (i.e., Credit Card, Checking, or Telephone Billing). Credit Card Sign Up Forms end with "cc", Checking Sign Up Forms end with "ck", and Telephone Billing Forms end with "t9".
Credit Card. Select which fields to show on the credit card form. Enter the following in the Credit Card Form Options area:
Multi Currency. This setting allows you to choose the way that currency options are displayed on your form. Choose Inline to display a line of icons denoting currencies, Window Select to allow consumers to click a button to change the currency, or Show All Currencies to display a list of all pricing options for all currencies in a drop-down menu.
CVV2 Number. The setting CCBill has determined is in compliance with the merchant 's account, which displays the CVV2 number on the Sign Up Form. When it is set to Required, the customer is required to enter the number. When it is set to Display, the CVV2 number field will be shown, but the customer will not be required to enter the number. When it is set to None, the CVV2 number field will be hidden from the customer.
Phone Number. Sets up the Phone Number field on the Sign Up Form. When it is set to Require, the customer must enter the number. When it is set to Display, the Phone Number field will be shown and the customer will not be required to enter the number. When it is set to None, the phone number field will not be shown.
Name On Card. Sets up the Name On Card field on the Sign Up Form. When is set to Require, the customer must enter their name on the card. When it is set to None, the Name On Card field will not be shown. If the field is not shown, the customer's first and last name will automatically be used as the name on the card for validation.
Card Type. Sets up the Card Type field on the Sign Up Form. When it is set to Display, the Card Type Field will be shown. When it is set to None, the Card Type field will not be shown.
MasterCard Submit button Types. This allows you to choose the type of Submit buttons you would like to dynamically offer to customers on the website, who initiate a sale on your CCBill Sign Up Form, and choose MasterCard as their payment option.
Dual Submit. Display Shopping Cart Text on Submit buttons.
Single Submit w/Radio Buttons. Display Shopping Cart Text to right of Radio buttons.
Dual Submit w/Text on Right. Display Shopping Cart Text to right of Submit buttons.
Dual Submit w/Text on Left. Display Shopping Cart Text to left of Submit buttons.
Custom Text. Custom Text can be added to your forms but must first be approved by our staff. Please contact merchantsupport@ccbill.com for assistance.
Checking. Select which fields to display on the Checking Sign Up Form? Enter the following in the Checking Form Options area:
Phone Number. Sets up the Phone Number field on the Sign Up Form. When it is set to Require, the customer must enter the number. When it is set to Display, the Phone Number field will be shown and the customer will not be required to enter the number. When it is set to None, the phone number field will not be shown.
Name On Account. Sets up the Name On Account field on the Sign Up Form. When is set to Require, the customer must enter their name on the checking account. When it is set to None, the Name On Account field will not be shown. If the field is not shown, the customer's first and last name will automatically be used as the name on the checking account for validation.
Custom Text. This permits the addition of custom text or instructions on the Sign Up Form. Additionally, a text message may be inserted on the Sign Up Form, below the Submit button. This permits the addition of custom text or instructions on the Sign Up Form.
Telephone Billing
Custom Text. This permits the addition of custom text or instructions on the Sign Up Form. Additionally, a text message may be inserted on the Sign Up Form, below the Submit button. This permits the addition of custom text or instructions on the Sign Up Form. Additionally, a text message may be inserted on the Sign Up Form, below the Submit button.
Promotional Sales
Upsales and Cross Sales
This area allows you to add or remove Promotional Sales, which are secondary offers that may be presented to consumers as a reduced sale. For example, when you set up a subscription, you can present discounted sales to another website or to another Affiliate website by using an upsale or cross sale .
The Promotional Sales Section contains the following topics:
Display - View the Promotional sales you have set up for the subaccount.
Add/ Update - Add or remove a promotional sale.
Create Upsale - Setup a subaccount/website and the subscription pricing options for an upsale link.
There are two types of Promotional sales:
Upsales - A secondary subscription offered to one of your subaccount websites. Upsales can be created and presented to new customers on the Signup Form and/or the Approval page. Upsales send Promotional sales to other CCBill main accounts or subaccounts, which are under a CCBill main account. For example, if the main account number is 900100-0000, then you could send an upsale to subaccount 900100-0001. You can set up upsale promotions for linked main accounts, if you have the Linked Account option available for use.
Cross Sales - A secondary subscription offered to an Affiliate website that can be created and presented to new customers on the Signup Form and/or Approval page. Cross Sale require a pre-approved Cross Sale Relationship between you and the Affiliate. Cross Sales send promotional sales to other CCBill main accounts. For example, if the CCBill main account number is 900100, then you could set up a cross sale relationship with account number 900050, provided the owners of both accounts agree to a cross sale relationship.
Both you and your cross-sale partner must be pre-approved by CCBill in order to have a cross-sale relationship. Email the sales department, sales@ccbill.com, for information about setting up partnerships with other CCBill cross-sale Affiliate accounts. If you turn off the cross sale, then both partners must be approved again in order to reactivate the cross sale.
You can display two Promotional sales to customers on the Signup Form, i.e., two upsales, two cross-sales, or one cross-sale and one upsale. Refer to topic Form Admin > Update Form > Form Skin for more information about setting up Promotional Sales on the Signup Form. You can display one promotional sale on the Approval page, i.e., one cross-sale or one upsale.
Add or Update Promotional Sales
The Create Promotional Sale page permits the addition or removal of a promotional sale.
Select a Promotion Type from the drop down menu.
Select the Promotion sale and pricing options from the drop down menu.
Select the promotional sale account and pricing options to display on the current selected form shown in the upper area of the Selection Pane.The information displayed in the Promotion Select box contains the following:
The CCBill promotional sale account, which is comprised of the main account followed by the subaccount. For example, 900100-0000.
The pricing information options such as the subscription cost, trial period, billing type (single or recurring) and period.
Click New Upsale to set up the information for an Upsale link. This opens the Create New Upsale page. New Upsale is only available only when "Upsale" is selected in the Promotional Type field.
Type an SKU ID – The Sku Id only applies when DRM Networks is used to package files. The Sku Id is a License Rule created and available in the License Acquisitions Rules pane in the DRMNetworks Media Manager.
Use the Referrer option to setup sales tracking for the CCBill Merchant Affiliate System or other proprietary merchant systems. Select from the following drop down menu selections:
Custom Referrer – Select this option to explicitly provide the referrer for the promotional sale.
Referrer from Original Site – Select this option if the referrer from the original sale should be credited for the promotional sale.
Type the Referrer ID into the Text Box below the drop down menu; usually the Affiliate ID that was assigned to you by CCBill. If the referrer is not a CCBill Merchant Affiliate and you are using your own referrer system you can utilize the field for other tracking purposes.
Check the This is a CCBill Affiliate Merchant checkbox if Referrer from Original Site is selected and you are using the CCBill Affiliate Merchant System.
Upsales can be created for CCBill Affiliates only, and only if CCBill Account Grouping has been enabled when the Affiliate program was established. If the referrer is not a CCBill Affiliate Merchant and the checkbox is not selected, Upsales and Cross sales can be created.
Select Promo Text from the drop down menu. – The information to display on the Sign Up Form or Approval page for the promotional sale's subaccount.
Select a promotional sale Prompt Location from the drop down menu selections: The location where to display the promotional sale.
Form – The promotion will be presented on the Sign Up Form or the first part of the sign up process.
Approval – The promotion will be presented on the Approval page or the last part of the sign up process.
Both – The promotion will be presented on the Sign Up Form and/ or Approval page. If the consumer selects the promotional sale on the Sign Up Form then it will not be presented again on the Approval page. Otherwise, the promotional sale will be presented on both the Sign Up Form and Approval page.
Check Share Extras to permit passed in variables to be sent to the Approval Post URL for the promotional account. Check this box to permit passed in variables to be sent to the Approval Post URL for the promotional account.
Click Create Promotional Sale to save the promotional sale information to CCBill's system.
Promotional Sales Report
The Promotional Sales lists the Promotional sales you have set up for the subaccount. The list is empty if no Promotional Sales have been added.
Field List (Promotional Sales Report)
Promotional Box Title - Select a label to use for the Promo Box on the Signup Form . Click Update to save the information to CCBill's system.
Promotional Sale Template - Use this drop-down menu to change the way your Promotional Sale is displayed on the Signup Form. The templates available to you (with examples) are:
Default with Title (will always match the template used for the form.)
Transparent with Title
Default without Title
Transparent without Title
After choosing your template, click Update, then reset your form to apply the changes.
To Merchant Accnum - The CCBill main account and subaccount number for the promotional sale. The first six digits of the account represent the main account and the last four digit of the account represent the subaccount, e.g., 900100-0000. This is the account and subaccount number to receive the traffic. Click the linked account number under the To Merchant Accnum column to modify the promotional sale.
Subscription Type - The pricing options offered to consumers for the promotional sale such as the subscription cost, trial period, billing type (single or recurring) and period.
Affiliate Type - The type of Affiliate ID (CCBill or other, i.e., non-CCBill affiliate).
Affiliate - The Affiliate ID of the referrer.
Prompt Location - The location where to display the promotional sale.
Initial - The promotional sale is located on the Signup Form or the first part of the Signup Process.
Approval - The promotional sale is located on the Approval page or the last part of the signup process.
Both - The promotional sale is located on the Signup Form and the Approval page. If consumers select the promotional sales on the Signup Form then it will not be presented again on the Approval page. Otherwise, the promotional sale will be presented on both the Signup Form and the Approval page.
Click the Delete checkbox next to the promotional sale's information to turn off the promotional sale. You may turn off an individual promotional sale or multiple promotional sales. After you have selected the promotional sales to be turned off, click the Remove button to update CCBill's system.
Click Add to enter the information for a new promotional sale. Click Add to enter the information for a new promotional sale.
Create Upsale
The Create New Upsale area allows you to set up a subaccount/website and the subscription pricing options for an upsale link.
Set up the following on the page:
Subaccount - The CCBill subaccount number , which will be the source of the upsale.
Upsale To - The CCBill main account and/ or subaccount number for the upsale's destination. This is the website where the upsale will be sent.
Pricing - The pricing options to offer the customer for the upsale such as the subscription cost, trial period, billing type (single or recurring) and period.
Click the Create Upsale button to save the new upsale to CCBill's system. The link information for the subaccount/ website and pricing will be added to the upsale list. You can select the upsale link from the Promotion drop-down menu on the Add or Update Promotional Sales page.
Generate HTML
This section generates HTML code to enable the form on your site. Click the Generate HTML link to begin the wizard. Each section below describes a step of the wizard.
Subscription Types
Initially, you will select the subscription types for the form. This area is where the subscription types will be selected and ordered. Use the arrows on the right to scroll through the list. To set up the subscription options for the subaccount's Sign Up Form, follow the steps list below:
Under the Available Subscription Types list box, select the subscription types to use for the Sign Up Form, i.e., subscription cost, trial period, billing type (single or recurring) and period. Hold down the Ctrl key to select multiple subscription types for the form. You must choose at least one or more subscription type to offer customers. Click the Add button.
Optionally, if there are any Subscription Types you added to the Selected Subscription Type list box that you do not want to display on the Sign Up Form, you may exclude them. Select the Subscription Type to remove from the Selected Subscription Type list box. Click the Remove button to take the Subscription Type off of the Sign Up Form.
To change the order in which you want the subscriptions to appear on the Sign Up Form, click the Subscription Type you want to move in the Selected Subscription Types list box. Use the arrow buttons to the right of the Selected Subscription Types list box to move the Subscription Type up or down in the list.
Click Submit to update the system.
If you have added more than one subscription in the Selected Subscription Type list box, the system will display a screen to allow you to choose the Default Subscription Type.
Default Subscription Types
If you chose more than one Subscription Type on the Subscription Types page, the system will ask you to choose a preferred subscription. The Default Subscription Type page will not be displayed if you only chose one Subscription Type.
Use the Default Subscription drop-down menu to choose the preferred subscription. Click Submit to update the system.
Default Language
The system will ask you to choose a prominent language. Pick the default language to display when the Sign Up Form loads. In the Default Language Select Box, choose the prominent language. Click Submit to update the system.
Generate HTML
The HTML code created on this page will load the subaccount Sign Up Form. The HTML code may be used to load credit card or online check Sign Up Forms.
If the HTML link or button code for your site is updated, then the HTML code on the page or pages that load the Sign Up form will need to be replaced including CCBill's Index page, your own custom Index page, or any other page where there is a link or button to load the subaccount's Sign Up Form.
Add Languages
The Add Language feature permits the selection of several languages that can be displayed on translated subaccount Sign Up Forms. Consumers can choose the Sign Up Form in their preferred language by either clicking on the appropriate flag icon or by selecting a language from a drop-down menu.
The translator will display the Sign Up Form's text in two or more languages.
Languages currently supported:
English
German
French
Italian
Japanese
Korean
Spanish
Traditional Chinese
Hong Kong/Chinese
To Add Languages:
From the Display Language drop-down menu, select YES to offer translated Sign Up Forms. Select NO to offer only the default language, which is English.
From the Display Language As drop-down menu, select Flag List to display the different country flag icons on the form. Select Drop Down to display a language drop-down menu on the Sign Up Form. The flag icons allow consumers to choose a language when they click the appropriate country flag. The language drop down menu permits consumers to choose a language by selecting it from a list.
Click the appropriate Language check boxes to select the languages to be available to consumers. Two or more languages must be chosen. Click Submit to save the information to CCBill 's system.
Reset Form
This area allows you to refresh the signup form cache. Signup forms are cached on the server to improve performance. Caching stores Internet files for later re-use at a point more quickly accessed by the user.
If any changes are made to the forms or pricing options it is absolutely necessary to Reset the Forms.
Use the Form Admin to create and edit the subaccount Sign Up Forms. It is necessary to re-cache forms in CCBill's server memory when changes have been made to it. This enables the form's new values to be used.
Click the Reset button to reset the selected form.
View Form
Click the View Form link in the Selection Pane area to display the selected form. The form will be opened in a new window allowing you to review the form as it will actually be seen by consumers. Standard forms are shown in grey, whereas customizable forms are colorized.
Close the window when you are finished reviewing the form.
DRM Forms
If you are viewing a form for DRM Networks, the system will ask you to select a Pricing Option and enter a valid SKU number before the form will be displayed. To view a form for DRM Networks, you will need to first set up the following:
Pricing - Set to DRM Full for the subaccount. Go to the Update Form >Basic area of the Form Admin.
Billing Type - Set up a single or recurring billing type for the subaccount. Go to the Pricing Admin.
DRM SKU - Obtain the DRM Networks SKU number from CCBill .
Click the View Form link in the Selection Pane area to display the selected form. The Subscription Type page will open.
Once the form is open:
Choose a pricing option from the list.
Enter a valid SKU number.
Click Submit to review the form as it will actually be seen by consumers.
The form will be opened in a new window, allowing you to see how it will appear to consumers. Standard forms are shown in grey, whereas customizable forms are colorized.
The DRM token choices will be displayed in the Payment Options list on the form.
Close the window when you are finished reviewing the form.
Upload Banner (JPOST)
Use the Upload Banner function to transfer graphic files for the selected Sign Up Form. After uploading a banner it will take up to 24 business hours (excluding weekends and holidays) for it to become active while we review the banner.
After you have finished uploading the graphic files for the subaccount banners, CCBill will review the content of the files. CCBill does not allow its merchants to use non-compliant banners on Sign Up Forms.
Please enter the location of the banner that you wish to upload. The banner must be a GIF or JPG formatted file. The number of banners, banner size and orientation, and banner location may change depending on which form you use.
To upload the banners for the subaccount form:
Select the Update Images on Multiple Subaccounts box if you wish these banners to be available across all subaccounts.
Type the path of the graphic file in the Banner text box, or click the Browse button to search for the graphic file on your local computer. The maximum size of the graphic file in pixels is displayed next to the Banner text box.
If there is more than one banner allowed for the form, then repeat step 1, until you have finished choosing the graphic files for your form.
Click the Upload Banners button to transfer the graphic files to CCBill 's system.
Form Skin
Customizable forms can use the Form Skin Editor to set up the options and elements for the form's skin. The Form Skin Editor contains the following tools: Form Elements, Color Picker, Logo Picker, Promo Box, and Form Preview.
Set Up Signup Form Skin
Use the optional Clone Form feature to copy the element values of a customized form to the current form. The element values of the current form will be replaced with the values of the form being cloned. Note: When cloning a form, the values for the current selected form will be overwritten. If unsure about how to clone a form or how it works, read all related information about cloning first, as the look and feel of your form may change and the previous values will be lost permanently. Refer to Clone Form below for more information.
Modify each of the required form element values using the appropriate Form Element Text Boxes/ Select Boxes. The form elements set up the fonts, font colors and background colors for your form. Refer to the list at the end of this topic for the Form Element descriptions.
Use the Color Picker to select colors for color elements using decimal, hexadecimal or palette options. Click Choose next to any of the element text boxes to open the color picker in a separate window.
Select a company logo for the form using the CCBill Logo drop-down menu. You may also click Choose next to the CCBill Logo drop-down menu to pick a logo. This opens a new window permitting a logo to be chosen.
Use the Promo Box Look drop-down menu to choose a Promo Box for the form, or click Choose next to the Promo Box Look select box to pick the Promo Box look. This opens a new window permitting the selection from a gallery of Promo Boxes. The text at the top of the Promo Box represents the title or label for the Promotional sales presented to consumers. The options correspond to the Signup Form Promotional sales you have set up for the subaccount. You can also set up the text to display next to the Promo Check Boxes. For information on setting up promotional sales, please contact merchant support.
Use the Language drop-down menu to preview a language for the form. This will only change the language for the duration of the preview.
To preview the form after making changes, click Preview located at the bottom of the Form Skin Editor. This displays the graphic of the modified form in a new window. There is no Reset provision to change the form to its default values. If necessary, record the form default values.
Click Update to save the form skin information.
When finished skinning the form, go to the Generate HTML area and choose the subscription options for the form. Additionally, a default language may also be selected for the form in this area. After subscription options and language for the form have been chosen, the HTML code to load it will be automatically generated. Add the HTML code to the required subaccount website.
Clone Form
The Clone Form feature permits duplication of the look and feel of a customizable form. To Clone a Form:
Check the name of the current form that is going to be overwritten. Make sure the form name that is being replaced is the correct one. The form name will be displayed in the Selection pane below your account number. For example, if you opened form 3cc in View Form List, then form name 3cc will be displayed.
Choose the form you want to copy. For example, if 3cc is displayed, and you want 3cc to match 3ck, then choose 3ck using the Clone drop-down menu. Only previously customized forms will be displayed in the drop-down menu.
Click Clone. This will not permanently overwrite the values.
Click the Preview button to see the actual results of the changes.
When finished, click Update to overwrite the form skin values. All the element values of the form you are copying are transferred to the current form.
Editing Form Elements
Editing form elements is for advanced users only. Only make changes to one element at a time, otherwise, it will be difficult to determine which elements have changed on the form.
View Form Info
Form Info
Form Info shows an overview of the basic information about the selected form such as the form name, description, pricing, and active status of the form. The following fields are shown:
Form Name. The form designator. Displays all available Signup Forms.
Form Languages. The languages available for the Signup Form.
Product Description. The description of the product or membership being sold on your subaccount Web site.
Merchant Side Error Checking. If customers enter their required purchase information incorrectly into the Signup Form, the system will automatically give them an error message asking to re-enter the information correctly.
Pricing. Pricing sets up the format of the subscription options. Full: When pricing is set to "Full", the subscription options are formatted as in the following example: $0.00 for 5 days (trial ) then $30.00 recurring every 30 days. When pricing is set to "Initial", the subscription options are formatted as in the following example: $0.00 for 5 days. When Initial is selected, the full pricing option is displayed towards the bottom of the Signup Form. When Custom is selected, the subscriptions options will be set to user-defined. You can enter your own custom text in the Pricing Admin. This is optional.
Active. Toggles the operable state of a form. To make the form active, select Yes under the Active drop-down menu. Selecting No disables the form.
Traffic Management
Traffic Management shows the basic information about how the customer traffic is handled for denials and viewing/ exiting the Signup Form.
The following fields are available:
Traffic Flow. The form number you selected where to send customers after the first denial.
Exit Pop-up URL. This sends customers to the location specified here immediately after leaving the Signup Form.
Timed Pop-up URL. This sends the customer to the specified location after they view the Signup Form within the duration set by the Timed Pop-up Timeframe.
Promotional Sales
Promotional Sales shows the upsales and cross sales that are currently set up. These are secondary offers that may be presented to customers as reduced sales. For example, when you set up a subscription, you can present discounted sales to another site or affiliate site by using a promotional sale.
The following fields are available:
To Merchant Accnum. The main account number for the promotional sale destination. The first six digits of the account. Example: 900000.
Merchant Subacc. The subaccount number for the promotional sale destination. The last four digits of account. Example: 0000.
Promo Type. The promotional sale type for the Signup Form or Approval page.
Location. The location where to display the promotional sale.
Initial. The promotional sale is located on the Signup Form or the first part of the sign up process.
Approval. The promotional sale is located on the Approval page or the last part of the sign up process.
Both. The promotional sale is located on the Signup Form and/ or Approval page. If the consumer selects the promotional sale on the Signup Form then it will not be presented again on the Approval page. Otherwise, the promotional sale will be presented on both the Signup Form and Approval page.
Subscription Type. The promotional sale subscription type to use for the Signup Form. Please note that the information available here comes from the promotional sale types defined in Subscription Types in the Pricing Admin.
Revisions
Revisions provide links to more detailed form revision information along with approval and status data.
The following fields are available:
Revision. Click link to open a new window that permits form viewing, banner uploading, and displays revision information.
Upload Time. Date and time a banner approval email (required for custom forms) is received and filed by CCBill . The Status will be Inactive.
Merchant Approved. Displays Yes when Initiate Approval Process is clicked on the View Revision Info page. The Status will change to Review Pending.
CCBill Approved. Displays Yes after CCBill approval. Status will change back to Inactive. The revision may now be merchant activated and will then change to Active.
Status. Inactive, Review Pending, or Active may be displayed.
Sample Form
The form image is a thumbnail of your form or sample of what the form looks like. You can take a look at the overall layout of the form to see how it will appear to customers.
Standard forms are shown in grey, whereas customizable forms are colorized. To preview the full version of the form, simply click on the sample form.
View Form List
View Form List is a report of all the selected subaccount forms. Please note that some fields in this area are optional and may not be available.
Field List (View Forms)
Select Form. A list of all the available forms is displayed under the Select Form column. To modify the form information, click The selection of a banner or link advertisement by a consumer. The impact of Web advertisements are evaluated by how often consumers who see the ad click on it. a linked Form ID, i.e., 16cc. The View Form Info area opens.
Layout. Displays how the arrangement of the form components are set up.
Theme. Displays how the look and feel of the form is set up. If the theme is set to Custom, then you can customize the look and feel of the Signup Form in the Form Skin area.
Active. Displays whether or not a form is active (Yes) or inactive (No).
Product Description. The description of the product or membership being sold on your subaccount Web site.
Form Promo #1. The subaccount number associated with the first of two Form Promotions offered on the Signup Form. To display the promotion on the Signup Form, select Form in the Prompt Location field. *
Form Promo #2. The subaccount number associated with the second of two Form Promotions offered on the Signup Form. To display the promotion on the Signup Form, select Form in the Prompt Location field. *
Approval Promo. The subaccount number associated with the Approval Promotion offered on the Approval page. To display the promotion on the Approval page, select Approval in the Prompt Location field. *
Form Traffic. This sends customers to the form you select after the first denial. For example, use this to allow another payment method such as checking. Please note that customers are sent to the Denial URL for a second denial.
Exit Popup URL. This sends customers to the specified location immediately after they leave the Signup Form.
Timed Popup URL. This sends customers to the specified location after they view the form within the time set by the timed popup time frame.
To enable/ disable a form, select Yes or No in the Active drop-down menu on the Form Info Frame in the View Form Info area. To edit the options and values for the form, use the links in the Update Form Selection Pane to modify the form.
*Promotional sales must be set up through Merchant Support. Contact Merchant Support if you wish to set up a promotional sale.
View Revision Info
After selecting a Revision by clicking its link on the Revisions section of the Update Form page, View Revision Info will be displayed. This area permits the status of the revision, its description, banner count, and other approval information to be viewed.
The Selection Pane contains links that permit a choice of various functions for the selected form.
Revision Information
Revision Status. Inactive, Review Pending, or Active may be displayed.
Description. System description of custom form revision.
Banner Count. Number of images on custom form.
Upload Timestamp. Date and time a banner approval email (required for custom forms) is received and filed by CCBill . The Status will be Inactive.
Merchant Approval. Displays Yes when Initiate Approval Process is clicked. Status will indicate Review Pending.
Merchant Approval Timestamp. Date and time merchant approval received by CCBill.
CCBill Approval. Displays Yes after CCBill approval. Status will change back to Inactive. The revision may now be merchant activated and will then change to Active.
CCBill Approval Timestamp. Date and time of CCBill approval.
Images on this revision. A listing of all images (banners) on the form and their status: (Not Uploaded, Approved, or Not Approved).
If all form images are not uploaded, the Initiate Approval Process button will not be displayed. Instead the following will be displayed: "WARNING: Before you can initiate the approval process, you must upload all images."