The first step to getting started with Memberflow is to create and setup your Memberflow account.
1. Create Account
The majority of account setup, i.e. account creation, logo, and user setup, is handled by the Memberflow team. After that there are several steps that are required to get up and running.
To facilitate the account creation process please provide the following to your Memberflow account rep.
- High resolution logo in a .png format or photoshop file
- Your admin contact information you'd like your customers including the information below. This information will be displayed to your customer in the Member Area, System Generated Emails, Can-Spam Unsubscribe inforamtion, and anywhere else we merge in your support/contact information.
- Contact Name
- Contact Email
- Contact Phone
- Contact Address
- Company Website
- Name and email address of any Admins that need access to Memberflow. (Please Note: They will have access to the entire system including but not limited to the CRM, Billing Management information, Event Registration and Check-in information.)
2. Setup Authorize.net
Authorize.net is the Payment Processing company that Memberflow integrates with to process online transactions. Currently Memberflow does not integrate with any other payment processors.
More information on Authorize.net:
http://www.authorize.net/solutions/merchantsolutions/pricing/
Memberflow acts as the shopping cart provider that enables you to collect payment information that then goes to Authorize.net, the payment processor, to verify the funds in the customer's bank account and then approve the transaction to go into your Merchant Bank Account.
More information on how online transactions work:
http://www.authorize.net/resources/howitworksdiagram/
To setup your Authorize.net account do the following:
- Create an account with Authorize.net
- Sign in to Authorize.net
- Following the instructions on this page to get your API Login and Transaction Key
- Send the API Login and Transaction Key to your Memberflow account rep
- Setup Customer Information Manager (CIM) inside your account. Follow the instructions on this page to turn on CIM.
- Setup your Advanced Fraud Detection Settings
- Setup Enhanced AVS Handling Filter(s)
- Below are suggested settings to optimize your AVS settings and avoid any technical issues.
- Please note: Setting AVS responses to 'Authorize and Hold for Review' will cause issues with the cart. Please avoid this setting.
| General AVS Responses | |
| B Transaction was submitted without a billing address: | Decline |
| E: AVS data provided is invalid or AVS is not allowed for the card type that was used: | Decline |
| R: The AVS system was unavailable at the time of processing: | Decline |
|
G: The card ussing bank is of non-U.S. origin and does not support AVS |
Decline |
| U: The address information for the cardholder is unavailable: | Allow, Report Triggered Filter(s) |
| S: The U.S. card issuing bank does not support AVS | Allow, Report Triggered Filter(s) |
| Address and ZIP Code Responses | |||||
| Type | Street Address | ZIP Code | Extended ZIP | Response | |
| N | No Match | No Match | No Match | Decline | |
| A | Matched | No Match | No Match | Allow (or) Allow, Report Triggered Filter(s) (Or) | |
| Z | No Match | Matched | No Match | Decline | |
| W | No Match | Matched | Matched |
|
|
| Y | Matched | Matched | No Match |
|
|
- Setup Enhanced CCV Handling Filter
- Disable Shipping Address Verification Filtering
- Disable Shipping-Billing Mismatch Filtering
- For more information on Advanced Fraud Detection Suite (AFDS) settings visit the following link to search the Authorize.net knowledgebase:
3. Domain Name Verification for Email Sending
Memberflow uses DomainKeys Identified Mail (DKIM) verification which increases the deliverability of emails sent from the Memberflow system on behalf of your domain. It's done by adding a simple code to your domain name DNS records that shows email inboxes, like Gmail or Yahoo, that the email was sent with your permission through our email engine.
To Verify your domain please contact your website administrator to do the following:
For DKIM authentication, add one of the following CNAME records to the DNS
server depending on whether the DNS provider supports method 1 or not. Fill in "mydomainname" with your domain name.
Method 1:
dkim._domainkey.mydomainname.com
CNAME: dkim._domainkey.md02.com
Method 2:
dkim._domainkey.mydomainname.com
CNAME: dkim.md02.com
If you have any questions about setting up your account please contact us at support@memberflow.com.
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