Differences

This shows you the differences between two versions of the page.

--- merchant_guide:quickstart [2012/05/13 17:31] – created matt
+++ merchant_guide:quickstart [2012/05/15 21:55] (current) – [Before you Begin] matt
@@ Line 1: / Line 1: @@
 ====== Quick Start Guide ======
-===== Familiarizing with SubscriptionBridge =====
-Before you get started with your SubscriptionBridge account, it makes sense to spend a few minutes reviewing some of the terms that you will find both in this User Guide and in the SubscriptionBridge **Merchant Center** interface. Terms such as //store//, //package//, //feature//, //subscription//, etc. have specific meaning in the SubscriptionBridge system.
+===== Before you Begin  =====
-  * If you haven't already, take advantage of our [[https://www.subscriptionbridge.com/subscriptionbridge-free-trial.asp|90 Day Free Trial]].
+  * 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]].
-  * When you're ready, get started with the [[:merchant_guide/getting-started|Quick Start Guide]].
+  * Send us an email to [[mailto:support@earlyimpact.com|schedule a Free Consultation]]. We can help you...
-  * Send us an email to [[mailto:support@earlyimpact.com|schedule a Free Consultation]].
+    * 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 =====
@@ Line 27: / Line 26: @@
 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.