Partner Improvements

Prepopulate sign up forms

Payrix now offers the ability to Pre-Populate the Merchant Sign-Up Forms using merchant data stored in partner platforms/software/databases. This will create a better merchant experience by reducing the amount of information your merchants will need to input on the signup form to create a merchant account.

Currently, merchants onboarding to our partner platforms will input personal and business information to create their account. After the client made the partner/platform account, they click a button to direct them to the merchant signup form(Payrix App) and have to re-input all the same information creating a choppy and repetitive process.

With this new feature, Platforms can now pass the merchant data into the signup form using the parameters in the URL and prepopulate the nonsensitive merchant information. The information is available for the merchant to review, edit if needed, input their sensitive information such as SS#, DOB, Banking information and create the merchant account in a fraction of the time.

How it works:

Partners can follow this guide to learn how to prepopulate the signup form.

If the partner wants to prepopulate the entity name, they will send in the URL query parameters:
- ?name=entityname, and the field for the entity name will be populated.

Now, let's say they want to populate the merchant environment as well, so they would send this:
- ?name=entityname&merchant[environtment]=moto.
Same with members, if a member needed to be populated then something like this could be sent:
- ?name=entityname&merchant[environtment]=moto&merchant[member][0][first]=membername

Notice how some fields have specific values that can be sent, like environment and einType. Other fields accept only 0 or 1, which are specified in the guide.

Query parameters used to prepopulate merchant sign up form

Before creating the parameters, please refer to the Boarding Guide and API Doc for details on the specific fields. Below is a list of all items that you can pass in with the query string and the corresponding value type.

E.g ?type=1&merchant[environment]=cardPresent&merchant[members][0][country]=USA

Merchant Buisiness information

type=string

name=string

phone=string

customerPhone=string

email=string

haveEmployees=0 | 1

irsFilingName=string

industry=string

payoutSecondaryDescriptor=string

einType=ssn | tin | other

address1=string

address2=string

city=string

state=State | Province

country=Country

zip=string

merchant[annualCCSales]=string (amount in cents)

merchant[avgTicket]=string (amount in cents)

merchant[mcc]=string (must be a valid mcc number)

merchant[established]=MM/DD/YYYY

merchant[dba]=string

merchant[advancedBilling]=0 | 1

merchant[new]=0 | 1

merchant[locationType]=77 | 78 | 79 | 80 | 81

merchant[ndxDays]=string

merchant[percentBusiness]=string

merchant[percentEcomm]=string

merchant[percentKeyed]=string

merchant[seasonal]=0 | 1

merchant[saqDate]=MM/DD/YYYY

merchant[qsa]=string

merchant[pciCompliant]=0 | 1

Merchant Member

merchant[members][0][first]=string

merchant[members][0][last]=string

merchant[members][0][middle]=string

merchant[members][0][citizenship]=Country

merchant[members][0][title]=string

merchant[members][0][ownership]=string

merchant[members][0][significantResponsibility]=0 | 1

merchant[members][0][politicallyExposed]=0 | 1

merchant[members][0][address1]=string

merchant[members][0][address2]=string

merchant[members][0][city]=string

merchant[members][0][state]=State | Canada Province

merchant[members][0][country]=Country

merchant[members][0][zip]=string

merchant[members][0][email]=string

merchant[members][0][phone]=string

State possible values = AL | AK | AZ | AR | CA | CO | CT | DE | DC | FL | GA | HI | ID | IL | IN | IA | KS | KY | LA | ME | MD | MA | MI | MN | MS | MO | MT | NE | NV | NH | NJ | NM | NY | NC | ND | OH | OK | OR | PA | RI | SC | SD | TN | TX | UT | VT | VA | WA | WV | WI | WY | AA | AE | AP | AS | FM | GU | MH | MP | PR | PW | UM | VI

Canada Provinces possible values = ON | QC | NS | NB | MB | BC | PE | SK | AB | NL

Country possible values = CAN | USA

Portal color selector

Payrix offers an expansive API and a best-in-class merchant portal, creating an end-to-end service for partners and merchants. The Payrix product is fully available for white-labeling to allow partners to carry the look and feel of their brand throughout their merchant/ customer journey. To offer partners an upgraded Whitelabel experience, Payrix now offers customizable color selectors for the merchant portal. This will allow partners to maintain their branding and color scheme throughout their software and into the Payrix white-labeled solution.

How to:

Color Selector.mp4

Color Scheme - Payrix now offers a configurable color scheme in the merchant portal. This is available in both the sandbox and production environments. In a few easy steps, partners can now set the primary color of the merchant portal to create a seamless experience from the partner's platform to the merchant portal

How to set your portal color:

Step 1: Log into your merchant portal

Step 2: Navigate to the settings section on your dashboard

Step 3: Locate the color selector option under Whitelabel

Step 4: Use the color selector theme object to select the correct color or input the correct color number

Step 5: Save the color

Step 6: Make sure the color you want to display is marked as default, and this will populate in the merchant portal to provide a more seamless experience between your platform and the portal.

Login Screen Template Customization

Payrix now offers partners the ability to create a customized login screen. Partners will be able to select from 4 different pre-built templates and upload a picture of their choosing as a background. Additionally, clients can change their logo and input the desired text to customize the login screen.

Login Template Video.mp4

How to set up your custom login screen:

Step 1: Log into your merchant portal

Step 2: Navigate to the settings section on your dashboard

Step 3: Locate the login screen templates under Whitelabel

Step 4: Click add login screen template and select the template of your choice

Step 5: Customize your login in template by adding the text of your choice and uploading a photo using the background image selector; this photo will populate on the login screen.

Step 6: Select your primary and secondary colors and click add

Step 7: Set your new login template to “Active” and save your work

You will now see the new template on your login screen to display a picture of your choice, color, and feel of your brand throughout the user experience.