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merchant_guide:quickstart [2012/05/15 21:55] (current) – [Before you Begin] matt
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 +====== Quick Start Guide ======
  
 +
 +===== Before you Begin  =====
 +
 +  * If you haven't already, signup for our [[https://www.subscriptionbridge.com/subscriptionbridge-free-trial.asp|90 Day Free Trial]].
 +  * Take a few minutes to review the [[:glossary|SubscriptionBridge Terminology]].
 +  * Send us an email to [[mailto:support@earlyimpact.com|schedule a Free Consultation]]. We can help you...
 +    * Choose a Payment Gateway
 +    * Choose an Integration Method
 +    * Learn more about our services
 +  * When you're ready, please continue to the next step below.
 +  
 +===== Logging Into the Merchant Center =====
 +
 +When you sign-up you get access to the SubscriptionBridge Merchant Center. From there you can create and manage unlimited stores.
 +
 +**Merchant Center Login**: https://www.subscriptionbridge.com/MerchantCenter/
 +
 +
 +===== Manage your 90 Day Free Trial =====
 +
 +We are so confident with SubscriptionBridge we use it ourselves.  When you sign-up for a Free 90 Trial you become a trial subscription our SubscriptionBridge-powered store. You can manage your account using our store's hosted Customer Center.
 +
 +**Customer Center Login**: https://www.subscriptionbridge.com/CustomerCenter/
 +
 +When you create your first store you will also have a hosted Customer Center.  That means you don't have to worry about taking credit card information.
 +
 +===== Create a Store  =====
 +
 +A store corresponds to an independent subscription-based business. With SubscriptionBridge you can run unlimited subscription-based businesses through the same SubscriptionBridge account. Just click "Add New Store" from the Merchant Account main menu and follow the on-screen instructions, or [[merchant_guide:basics|click here]] for step-by-step instructions.
 +===== Create a Subscription Package (Product + Plan = Package)  =====
 +
 +The combination of a product (or service) with a billing plan is called a subscription package.  Customers can purchase packages and the result is a subscription.  However, customers can also purchase products or service directly, and the result is a one-time purchase.  To create your first subscription package find the "Quick Start" icon on the main menu.
 +===== Customize your Display Settings ===== 
 +
 +Click the "Display Settings" icon on the main menu to select colors and fonts that will be used on your hosted payment pages and in the customer center.  
 +===== Review your Notification Settings ===== 
 +
 +You will want to click "Notification Settings" on the main menu to review your notifications settings.  Each setting is covered in detail in our [[merchant_guide:notifications|Notification Settings]] section.  The most important setting is probably your email... to make sure you received your notifications.  
 +===== Place a Test Order ===== 
 +
 +After you a create a package you will be able to copy the hosted payment page URL.  Another way to find the URL is to click "View All" next to Packages on the main menu.  Just copy and paste the URL into your browser to open up the payment page.
 +===== Going Live ===== 
 +
 +To go live you need to create a live store.  If you have not done so already, click "Add New Store" and select one of the live gateways.  There is currently no way to convert your test store into a live store.  We also recommend that you have both anyway.  You will need to add payment information to your account to create a live store.  However, you will not be charged until your free trial ends.
 +===== Import Existing Subscribers ===== 
 +
 +If you are moving from another payment system you can import your existing subscribers.  We have full [[merchant_guide:import-subscriptions|Import Guide]], but don't hesitate to contact us and let us help.
merchant_guide/quickstart.txt · Last modified: 2012/05/15 21:55 by matt