We're implementing "Hosted Payments" across the raisin platform, in order to continue providing top-level security to you and your generous supporters.
With this change, payment fields (Card Number, Card Name, Expiry and CVV) will continue to be rendered, or "embedded," within your raisin events, but will now be physically hosted by your payment gateway provider, Global Payments. Ultimately, the Payment Account your organization uses, where funds are deposited from does not change, but how it’s implemented does.
Your organization will be required to complete this transition by October 31st, 2023. After this date, we will be sunsetting the current payment form.
To transition, there are three simple steps your organization will want to take, and that your Client Experience Manager is happy to support with:
- Copy your existing Global Payments account credentials in raisin
- Re-add your Global Payments account in raisin with the “Global Payments Ecommerce - Hosted” account type
- Switch the Payment Gateway of live Events in raisin
For campaigns with recurring donations, additional support will be required from our technical team to switch Payment Accounts. You can contact your Client Experience Manager, after successfully switching your first event to the new Payment Gateway Account, who will initiate this process for you.
Copy your existing Global Payments account credentials in raisin
To copy your existing Global Payments account credentials, your raisin System Administrator can login to your raisin account, and click on "General Setup". From here, select "Manage Payment Accounts" on the left-hand side menu.
Select you existing Global Payments Ecommerce account. From here, you'll want to copy your Merchant Id, Global Account Id, and Global Shared Secret, and Transaction Code Prefix.
Re-add your Global Payments account in raisin with the “Global Payments Ecommerce - Hosted” account type
Using the credentials you just copied, you can re-add your Global Payments account. This new Payment Account will replace your current Payment Account on raisin. The steps are as follows:
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Navigate to Manage Payment Accounts under General Setup.
- Click Create New Payment Account.
- Establish an Account Name for the new Global Payments Ecommerce Hosted account, that differentiates it from your existing account.
- Choose "Global Payments Ecommerce - Hosted" from the drop-down list of Payment Gateways.
- Choose the currency of the gateway.
- Enter your copied Merchant ID, Global Account ID, and Global Shared Secret.
- Re-add your Transaction Code Prefix. The Transaction Code prefix is public facing, and will be part of the Transaction Code and Order ID reported in raisin and your Global journal respectively.
- Click Add
The styling of Hosted Payment fields comes directly from Global Payments, since it is hosted on their platform. Global Payments has default styling for these fields. Therefore, once you switch your Payment Account, within your live Events, it will automatically inherit the following styling:
raisin has developed a different template, that can be uploaded to your Global Payments account, which modifies the styling of the Payment Fields, to align with the other Fields, within your raisin events.
raisin Template:
If your organization would prefer to use raisin's styling template, please contact your dedicated Client Experience Manager. They will provide this template, which you will need to send to your representative at Global Payments, or email them directly at ca.ecomsupport@globalpay.com, and request they upload it to your Account ID, in Global Payments.
Once the template is uploaded, it may take up to 4 hours for the new form styling to render on your raisin events, that is using your Global Payments Ecommerce - Hosted Payment Account.
raisin is not able to make specific styling changes to its template. However, if you would prefer to use Global Payments Form template, you can contact your representative, and request to make changes to the styling, if needed.
Please note only one template can be used per account, as all Events will share the same CSS application for the Payment Fields. This means, if your organization decides to use Global Payment's default template, or raisin's, either will cascade across all of your live Events.
As well, due to the hosted payments form, raisin is no longer able to support the amount within the "Donate" button on the Donations Form, on the Donations module. This button will now display as "Donate Now", and the amount will be included in a message directly under the button. Please see raisin's template above for reference.
Switch the Payment Gateway of live Events in raisin
With the new Global Payments Ecommerce Hosted account you've created, you'll then want to switch any live Events in raisin using your old Global Payments account to new gateway you've just established.
Please note that there is a 3 second delay with Global Payments Hosted Form, loading on the Payments Page, in your raisin event. This delay comes directly from Global Payments, due to the form being embedded via iframe. Raisin does not have any control with this load time.
In order to test your new Payment Gateway Account, we recommend switching one of your live events to it first. Ideally, the event you choose is low-traffic and allows one-time payments only. Make a small transaction, and if this transaction successfully processes, you can be safe in switching your remaining live events to this new Payment Account.
To ensure the credentials you've entered are correct, we recommend a quick test first:
- Go to Events, and select one of your low-traffic events, with one-time payments.
- If the event is on Multi-Pledge, Donations or Ticketing, go to Event Details, and scroll to Payment Account. If the event is on Pledge, go to Location Details, and scroll to the Payment Account.
- Select to name of the Hosted Payments account you re-added, to make the event live.
- Save.
- Launch the front-end site and make a small donation.
- Regardless of the result, go to Reports > Transactions Report and check the payment status. If it was Failed, then the payment status will indicate the reasons Global declined the payment and may indicate an issue with your account, or that credentials were entered incorrectly. Contact Global and your raisin Client Experience Manager if this occurs.
- Log in to your Global Payments account (not in raisin), and check the status of the payment you just submitted.
If the test is successful, follow these steps to switch all of your Live events to the new Global Payments Hosted account:
- Go to the Events tab.
- From the Events list, select the Location Details of the Event.
- Scroll to Payment Account under Payment & Fundraising Information.
- Select to name of the Hosted Payments account you've created and tested. This will switch the destination of all new payments going forward.
- Save.
- Repeat for all other Events where your previous Global account was active.
Transferring recurring donations
Recurring donations are submitted via secure tokens that are unique to your payment gateway account. For this reason, you will be unable to switch the Payment Account for Events in raisin where there are ongoing recurring gifts.
Instead, for a seamless transition the your re-added Global Payments Hosted account, raisin's technical teams can manually switch the Payment Gateway Account within these Events.
To initiate this process, please notify your Client Experience Manager as soon as you have successfully established your newly re-added Global Payments Hosted account in raisin.
When does this transition need to be completed by?
Your organization will be required to complete this transition by October 31st, 2023. After this date, we will be sunsetting the current payment form.
If you have any questions or need any assistance with this transition, please don't hesitate to reach out to your dedicated Client Experience Manager!