Admin Manual

Quick Guide to Integrating Your iGrOOp With Authorize.Net:

If you have an Authorize.Net account, here's how to quickly get it integrated with your iGrOOp. You will need to make updates to both your iGrOOp and your Authorize.net account.

Updating Your iGrOOp:

1) Obtain both your API Login ID and Transaction Key from Authorize.Net. (In Authorize.Net, go to Account > Settings > Security Settings > API Login ID and Transaction Key). Then go to your iGrOOp > Admin Settings > Membership Information > Payment Gateways, and and add both the API Login ID and Transaction Key to the appropriate fields.

Note: if you wish to use Authorize.Net with the Online Store, you will also need to add the API Login ID and Transaction key to that application. Go to the Online Store within your iGrOOp, click on the Admin Options tab > Payment Gateways/Methods > and add both the API Login ID and Transaction Key to the appropriate fields.

Updating Your Authorize.Net Account:

1) Login to Authorize.Net, and go to Settings > Transaction Format Settings > Silent Post URL > enter and submit the following URL: https://www.igroops.com/cgi-bin/SilentPostURL.pl

2) Still in Authorize.Net, go to Settings > Transaction Format Settings >  Relay Response > enter and submit this URL: https://www.safeonlinepayments.com  Then click the link to add additional values, and add this URL:  https://www.igroops.com

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Authorize.Net > Suspension > Monthly Membership > Payment Gateway Initiated

If you are using Authorize.Net for monthly memberships, by default, if there is a problem with a monthly subscription charge of one of your members you will get an e-mail from Authorize.Net (providing you have this setting activated in Authorize.Net).  You can then take action based on the e-mail and your policy.  But, if you want automation, keep on reading.

When Authorize.Net attempts to charge a members card, a failed transaction can be for one of several reasons:

• declined (usually not enough funds in account)
• has expired (expiration date passed)
• invalid card (reported lost or stolen - canceled)
• system error occurred (misc reasons -- usually problem with card, not Authorize.Net)

This means the monthly membership fee is skipped and not transferred to your bank account.  If it is the first payment, Authorize.Net will cancel the subscription automatically and not try the card next month.  If it is a payment in a series, it will just try again next month.  Bottom line, you need to get paid for service.

This process has changed since November 11, 2010 to be much more simple and reliable.  If you followed our previous instructions for integrating your Authorize.Net account with iGrOOps, it is suggested you remove the authorizenet_notify@igroops.com e-mail address in your Authorize.Net profile.

Automation.  iGrOOps has automated this process for you.  You just need to make one change to your Authorize.Net profile to activate this automation. In your Authorize.Net Settings, click the "Silent Post URL" link and enter the following URL: https://www.igroops.com/cgi-bin/SilentPostURL.pl    

That's it!

A Declined Payment: an Example

You sign up a new member who pays by Authorize.Net (credit card) via a monthly subscription.  Several months into his membership, his card is declined.

1. Authorize.Net sends notification.  Authorize.Net will send an email notification to you, the admin on the Authorize.Net account and they will now send information about the declined payment to the iGrOOps system via Silent Post.
2. iGrOOps matches subscription ID with account.  iGrOOps will search all paid members and look for the subscription ID that matches the ID specified in the e-mail and the Silent Post notification.  Once it finds a match, it will proceed.
3. iGrOOps changes member status to "payment failed".  This is a new status of membership which denies the member access to members-only content on your group.  It is just like suspending the member, but without the harsh "suspended" status.
4. iGrOOps sends a notification email to the member.  This email tells the member he/she needs to login to your group and click the message in the header to make the payment and update the card.  The main administrator of the group will be CC'd on the notification.
   
   Here is what the e-mail would look like (with the correct group info inserted of course)
   
   

   Hello Bo Bennett,

   For your membership to "Membership Site Building", the following payment did not go through:

   Attempted Charge Date: Mon Feb 25 13:15:29 EST 2008
   Description: monthly membership
   Response: This transaction has been declined.
   Amount: $29.00 (USD)

   To correct this, please log in to http://www.membershipsitebuilding.com/members/msb

   as the user ("MrMember"). You will see a notice displayed in the header -- just follow the instructions on the notice.

   Thank you in advance for your prompt attention!

   -------------------------------
   Membership Site Building Administration
   http://www.membershipsitebuilding.com/members/msb

5. The member will then login to group.  Once logged in, they will see in the header a notice that requires action:
   
   

6. The member will go through the form and update their card info.  Upon a successful  update, their status will immediately be changed to "active".  The old subscription will be canceled and a new one will be created.

Some Important Notes:

• The member is actually going though a "reactivation" process.  This is similar to a new registration with the following differences:
  1. no setup fees are charges
  2. no free trial periods are given
  3. their existing account and data remains intact
• Authorize.Net actually captures the card and checks the validity right away, but does not attempt to charge the card until the end of the batch day (usually 4 am Eastern)
• The "From" email address used in the notification defaults to "team at igroops dot com", but you can  specify a custom "From" email address for this notification by going to Homepage Editor > Miscellaneous Settings > Email Notification Address > Custom "From" Address.

Quality Control / Monthly Reconciliation: In the event that the iGrOOps server is down (highly unlikely), or if Authorize.Net cannot communicate with our server for any reason, failed payment invoices will not auto generate. While not necessary, we recommend a monthly reconciliation of your members and active subscriptions in Authorize.Net. If you go to Admin Settings > Member Information > Payment Gateway, you will see a link to "Download Active Authorize.Net Subscriptions". This file is updated daily. It will show you the Authorize.Net Subscription ID number, member's nickname, and member's first and last name according to your member database. You can review this list to confirm any cancellation request from the past month are no longer active in Authorize.Net. If you see an active subscription that should have been canceled, you can login to Authorize.Net, search for the Subscription ID (member's name may not match cardholder in Authorize.Net), and cancel the recurring payment. You will then need to delete the member from your member database.

Authorize.Net > Cancellation > Yearly Membership > Member Initiated

Yearly members pay in advance for the whole year.  If the member chooses to cancel their membership, they can do so.  It is your call as the administrator if you will provide a refund or partial refund.  Most admins will not -- not for yearly memberships that extend past the trial period.  If you choose to, this would be a manual process within Authorize.Net.

If the member cancels themselves by clicking the cancel link within their edit profile, they are automatically removed from your group and you are notified.  Since it is a yearly payment, there is nothing you need to do.

Authorize.Net > Cancellation > Yearly Membership > Admin Initiated

If you choose to cancel a yearly member, you simply call up their profile in the search member tool, and delete the profile.  Since they are already paid for the year, it is your choice to issue a full or partial refund.  This part must be done exclusively in Authorize.Net.

Authorize.Net > Cancellation > Monthly Membership > Member Initiated

Unlike PayPal, a member cannot go into an online merchant account and cancel a subscription.  So they must use the cancellation tools we provide them to do this. A member can cancel by viewing "your igroops", if you have that link enabled, or if they choose the update their profile, they will see the option under "group specific".

New as of Nov 11, 2010, the member's subscription will now automatically be removed from Authorize.Net.  There is no need for you to do anything!

AuthorizeNet > Cancellation > Monthly Membership > Admin Initiated

When you cancel a member, you must enter their profile as Admin, and check the option to remove the member from the group.  The member will automatically be removed from your iGrOOp, but you must manually remove the subscription from Authorize.Net.

Authorize.Net > Cancellation > Monthly Membership > Payment Gateway Initiated

The payment gateway technically does not cancel members, but it can terminate billing subscriptions. If the initial payment does not go through, Authorize.Net will suspend the subscription. Authorize.Net will send an email to the Authorize.Net account admin notifying of the subscription suspension. If the administrator does not login to Authorize.Net and update/reactivate the subscription before the 2nd scheduled payment, Authorize.Net will automatically terminate the subscription before running the 2nd scheduled payment. As long as the member pays the invoice online before the 2nd scheduled payment, you do not need to do anything.

Authorize.Net > Suspension > Yearly Membership > Member Initiated

Members cannot suspend themselves.

Authorize.Net > Suspension > Yearly Membership > Admin Initiated

In the member's profile, you change the member status to "suspend".  The member is already paid for the year so there is nothing to do within Authorize.Net  and it has no affect on the transaction already made.

Authorize.Net > Suspension > Monthly Membership > Member Initiated

Members cannot suspend themselves.

Authorize.Net > Suspension > Monthly Membership > Admin Initiated

In the member's profile, you change the member status to "suspend", which will not allow the member to login to the site and access members-only content. However, Authorize.Net does not offer the ability to suspend a subscription; subscription suspensions are always automated (see above, Authorize.Net > Cancellation > Monthly Membership > Payment Gateway Initiated).

AuthorizeNet > CC Update > Monthly Membership > Member Initiated

The member would have to contact you with new credit card information, and you would need to make that change within Authorize.Net .  Remember, the CC is not stored anywhere on our servers, so there is no place to change within iGrOOps.