How to set up a Converge buy button or payment link

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Before you start

To set up a buy button, your account needs ecommerce. If you don’t already have an ecommerce terminal ID assigned, contact Cartis support and we’ll help you add it.

How do I set up a Converge buy button or payment link?

Step 1 – Ensure you are working on the right terminal ID

If you have more than one terminal ID, use the terminal drop-down at the top right to select your Internet (ecommerce) terminal. In the screenshot below it is named CARTIS CAD WEB.

Step 2 – Set Fraud Filters

You will be required to set fraud filters (Daily, Hourly, Hourly velocity by IP address) prior to being able to create a buy button.

Step 3 – Customizing Hosted Payment Page

When cardholders click your button or link, Converge sends them to its hosted payment page to enter their details. You can customize what that page shows, depending on the information you want to capture. The payment page must be setup PRIOR to creating the button /link. See How To: Customize Converge Hosted Payment Page (HPP) to configure your payment page.

Step 4 – Creating the Button / Link

1. Select settings from the left hand menu, then select Buy Button
   

   

2. Press CREATE
   

   

If you have not already set your fraud rules, you will be prompted to enable them now.

Step 5 – Configuring the Buy Button / Link

• Set Pricing Option – This can either be a set amount (Set fixed price) or an open amount that the cardholder enters (Allow buyer to input price).

  (If creating a set amount, you will need to create a separate button for each amount.)

  

• Set Channel – Web or Email – depending if posting this on a website or sending it as payment link in email.
• Set Transaction Type – (e.g. Auth Only, Sale, Tokenize Card) depending on how you will be using the link/button.

  Under the chosen transaction type, depending on which options and features are enabled on your account, you will have other options to select: tokenize card, make recurring or add to card manager.

• Set Expiration – can be set to never expire, be a one-time payment link or expire at a set date.
• Directs To – Select Hosted Payment Page – to direct to Elavon’s Converge payment page.

Step 6 – Design the Buy Button / Link

Select Type – Choose whether it will be a button (i.e. placed onto website) or a hyperlink (i.e. sent by email)

If selecting button – Set the text to display and if desired, configure the font and colours of the button (tip: you can Google hex colour or colour codes)

Step 7 – Generate the button / Link

Click GENERATE BUTTON – the HTML code will populate in the box.

• If you chose hyperlink: copy the text that is in between the quotations only and send it out it in your emails.
  
• If you chose button: paste the HTML wherever you need it to be on your website by accessing your website’s source code.

If you make any changes to settings after you generate the code, you will need to generate the button again to get the most recent link.

The button you created will now display in the buy button screen, where you can view details and the html. From there you can delete buttons or links you no longer need, or create more.

Step 8 – Website Review

When cardholders type their own card details into a payment page, the payment is an eCommerce transaction. A website review compliance team has to check the payment page meets card brand regulations. The main requirement is that your business name and contact information are shown on the payment page.

The final step is to send your link to Cartis to be reviewed.

Common questions

Can I send a Converge payment link by email?

Yes. Set the Channel to Email, choose hyperlink as the type, and after you click GENERATE BUTTON copy only the text between the quotation marks into your email.

Do I need a separate button for each price?

Only for fixed amounts. If you use Set fixed price, create one button per amount. Choose Allow buyer to input price if you want the cardholder to enter the amount.

I changed my button settings. Why does the old link still show?

The code doesn’t update by itself. Generate the button again after any settings change to get the latest link.

Why do I have to send my link for review?

Because cardholders enter their own card details on the payment page, it has to pass a website compliance review for card brand rules. Make sure your business name and contact information are on the page, then send the link to Cartis to be reviewed.