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Plans displayed on Hosted Page

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Ishu Gupta

01 May, 2014 01:08 PM

This comment was split from the discussion: Resubscribing without paying for the gap

On a different note we would like to be able to configure the available plans in the plan combo on the secure hosted page where our customers are filling up there billing info as we do not want all those plans which are available to customers X to be available to customers Y.

Thanks,
Ishu

1. 1 Posted by Jess Pendley on 01 May, 2014 01:15 PM

   

   Hi Ishu --

   Are you thinking about offering only a single plan specifically to customers in group Y or several plans that are specific to customers in group Y?

   Thanks!

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2. 2 Posted by Ishu Gupta on 01 May, 2014 01:47 PM

   

   There may be multiple.

   Thanks.

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3. 3 Posted by Jess Pendley on 01 May, 2014 02:40 PM

   

   Hi Ishu --

   Directing customers from a group to a specific plan is fairly easy, you just pass the plan code into the hosted pages url like:

   https://yoursite.chargevault.com/create?planCode=yourplan

   The payment page returned by that link will pre-select the plan you have passed in the URL. If you don't want customers to be able to switch plans on this page, you can check the "Disallow pricing plan change on create page when plan code parameter is passed in" option in your Hosted Pages / Preferences configuration.

   If you want to make sure that plan is kept "hidden" from other customers, you can edit the plan and uncheck its "Active" checkbox. Inactive plans never show up on the hosted pages and the setting has no other effect.

   Does that sound like it will work in your situation?

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4. 4 Posted by Ishu Gupta on 05 May, 2014 01:01 PM

   

   Hi Jeff,

   Thanks for the response.

   This doesn't entirely solve my problem as I want to be able to provide multiple plans (but not all) for a particular set of customers.

   Thanks,
   Ishu

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5. 5 Posted by Ishu Gupta on 05 May, 2014 01:06 PM

   

   Hi Jess,

   Also I want the customers of the group to be able to select one of the multiple plans provided exclusively to them.

   Thanks,
   Ishu

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6. 6 Posted by Jess Pendley on 05 May, 2014 06:24 PM

   

   Hi Ishu --

   It would take more extensive coding on your end in order to accomplish this. You can use the API and set up and additional payment page that is only accessible to certain customers, but it's not a functionality that's native to CG.

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7. Jess Pendley closed this discussion on 05 May, 2014 06:24 PM.

8. Ishu Gupta re-opened this discussion on 07 May, 2014 12:14 PM

9. 7 Posted by Ishu Gupta on 07 May, 2014 12:14 PM

   

   Hi Jess/Marc,

   Please guide me with the process and api functionality to be used to setup a custom hosted page to display a set of selected plans only to a particular customer group.

   Thanks,
   IShu

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10. 8 Posted by Ishu Gupta on 07 May, 2014 12:20 PM

    

    Hi Marc,

    I'd also like to add a promotional credit to my subscribers account. This would not offset any scheduled billing but will provide credit amount which shall not be billed to the customer but should be available in the invoice.

    Thanks,
    Ishu

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11. 9 Posted by Jess Pendley on 07 May, 2014 06:27 PM

    

    Hi Ishu --

    Here's the link to our full list of API documents.

    As for the promotion, would you mind explaining that a bit more?

    Thanks!

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12. 10 Posted by Ishu Gupta on 08 May, 2014 06:53 AM

    

    Hi Jess,

    We appreciate all your help in pointing us in the right direction to achieve our needs. But we do not expect the full API documents link from you when we ask for your support. That is clearly available on your website.

    Does creating a custom hosted page means that we would be handling the credit card information at our end? We do not have the required compliance for that so that's a no go.
    We want to be able to process cc info on your hosted pages but just be able to provide specific set of plans to some of our customers.

    We would like to have Marc Guyer go over this requirement and confirm its feasibility.

    The kind of promotional coupon we want to provide will give a free $100 credit over and above the minimum amount our customers pay and are billed for.

    Thanks,
    Ishu

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13. Support Staff 11 Posted by Marc Guyer on 09 May, 2014 06:27 PM

    

    Does creating a custom hosted page means that we would be handling the credit card information at our end? We do not have the required compliance for that so that's a no go.

    Yes, but you'd just be sending it to CG, not doing any other processing of the card. PCI compliance is required no matter what. If you are not already compliant, you are currently in violation of the PCI DSS. Receiving and then redirecting the CC information to CheddarGetter does elevate PCI compliance requirement slightly.

    We want to be able to process cc info on your pages but just be able to provide specific set of plans to some of our customers.

    It's not possible to restrict to an arbitrary set of plans in the hosted pages. You could restrict to one plan by passing in the planCode as Jess suggested. You could then present these customers with a page on your own site so they can choose a plan from the set of plans you make available on that page.

    Using this option, you would still be using the CG hosted pages and so your PCI compliance requirement would remain as-is.

    The kind of promotional coupon we want to provide will give a free $100 credit over and above the minimum amount our customers pay and are billed for.

    The promotion system currently only enables you to provide a % discount, not a flat amount. You could achieve this via the API as well with custom credits. If your plans bill some time after signup, you could use the newSubscription hook to trigger adding the credit to a particular subscription.

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14. 12 Posted by Ishu on 14 May, 2014 11:07 AM

    

    Thanks for the reply Marc.

    Please clarify:

    |||Yes, but you'd just be sending it to CG, not doing any other processing of the card. PCI compliance is required no matter what. If you are not already compliant, you are currently in violation of the PCI DSS. Receiving and then redirecting the CC information to CheddarGetter does elevate PCI compliance requirement slightly.|||

    We do not receive the cc info at any point we redirect our customers to your hosted pages whenever they want to provide their billing details. Does that still create any compliance liability for us?

    |||You could then present these customers with a page on your own site so they can choose a plan from the set of plans you make available on that page.|||

    This is a great idea. Is it possible to not show any plans at all on the hosted pages and just use them to have our customers provide their billing details?

    |||You could achieve this via the API as well with custom credits. If your plans bill some time after signup, you could use the newSubscription hook to trigger adding the credit to a particular subscription.|||

    Would this reflect in the invoice?

    Thanks for your support.
    Ishu

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15. 13 Posted by Jess Pendley on 15 May, 2014 01:17 PM

    

    Hi Ishu --

    You will only need the extended PCI compliance if you do create the payment page on your site. If you do decide to do this, then it won't be possible to accept billing information on the hosted page.

    As for the credit, if you add the credit via the API or the GUI it will be reflected on the invoice.

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17. 15 Posted by Ishu on 19 May, 2014 12:08 PM

    

    Hi Marc,

    Can we also manage multiple redirection urls for the hosted pages.

    https://cheddargetter.com/admin/hosted-settings/return-locations

    We need to be able to dynamically pass these (but different from the referrer url though) instead of using a single value based on which locations the hosted page was called from.

    Thanks,
    Ishu

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18. 16 Posted by Ishu on 19 May, 2014 12:11 PM

    

    This comment was split into a new private discussion: We are unable to login to your support system

    Hi MArc/Jess,

    We are unable to login to your support system using our CG accounts that's why we are having to post our queries from separate ids.

    The issue has been prevailing for weeks now, please look into this problem.

    Thanks,
    Ishu

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19. Jess Pendley closed this discussion on 19 May, 2014 01:05 PM.