Gateway setup

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You need at least one payment gateway in your Ontraport account so you can process transactions. Watch this video to learn how to set up your payment gateway.

In this lesson you'll learn:

How to configure your payment gateway settings
How to seamlessly connect your gateway to Ontraport
How setting up default gateways can save you time when logging transactions
The quick way to set up your currency
How to test your order forms and automations with a dummy gateway

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Transcript

A payment gateway safely handles your customers' payments and sends them to your merchant account for processing. You need one connected before you can take payments on order forms or use Ontraport's automation tools for payment plans, subscriptions, upsells and free trials. Here's how to prepare your gateway, add it, pick a default, set your currency, and test it all. Ontraport has built-in integrations with more than 15 gateways. Ontraport supports these built-in integrations only, so if you connect a gateway some other way, ask that provider's support team for help. One caution: PayPal Standard can't run trials, payment plans, subscriptions or upsells through Ontraport. And PayPal Legacy isn't recommended. Use PayPal Standard instead. Start in your gateway account. Turn off CVV checking, or set it to "not required." The three-digit security code can't legally be stored, so if your gateway requires it, any charge made later, like a subscription payment, will fail. Turning off address and ZIP code verification is optional, but we recommend it, because those checks often fail good transactions. Also make sure your gateway processes payments in the same currency as your Ontraport account. Every gateway's settings are a little different, so follow the steps for yours in the "Integrating payment gateways" support article. In Ontraport, go to Sales, then Settings, then Gateways, and click New Gateway. Name it in the top-left corner. That name is only for you. Contacts never see it. Choose your gateway from the dropdown, enter the credentials from your gateway account, like API keys or account IDs, and save. Keep those keys private. Don't put them in chats, emails or screenshots. Ontraport Support will never ask you for them. Stripe is even simpler. First, in your Stripe dashboard, go to More, then Radar, then Rules. Disable "Block if CVC verification fails" and "Block if postal code verification fails." Then add a new gateway in Ontraport and choose Stripe or Stripe Token. Stripe stores cards in Ontraport and sends them to Stripe for each charge. Stripe Token creates the customer and card in your Stripe dashboard and gives Ontraport a token for future purchases. Click Stripe Connect, follow the prompts, and check that the status says Connected. You can also turn on test mode or 3D Secure Authentication. Test mode needs its own connection, so turn it on and run Stripe Connect again. Otherwise it shows as Disconnected. Then click Save. If your Stripe account is eligible, you can also use Stripe Instant Payouts. Instead of waiting for Stripe's normal payout schedule, you can request a payout on any day, including weekends and holidays. Instant Payouts carry Stripe fees, and Stripe decides who's eligible. If you are, a payout widget appears at the bottom of your Stripe gateway's settings, showing your available balance. Click Payout instantly, then follow Stripe's steps to choose the amount and the bank account. If you're not eligible, the widget doesn't appear. Your default gateway is the one Ontraport selects automatically when you charge a transaction by hand or set up a sales form. So make it the one you use most. Go to Sales, then Settings, then Gateways, select it, and click Make default. Next, set your currency. Click your profile icon, then Administration, then Data, then Localization. Choose your currency, how the currency symbol displays, and your number format, then save. This is your account's default currency for order forms, sales reports and offers. Then run one live transaction on a valid card, and check that the charge looks right in both your gateway and your bank. If you use Stripe, you can also turn on Multi-currency Support. Click your profile icon, then Administration, then Advanced Features. Then order forms built with Pages can show prices in your customer's own currency, and you can log manual transactions in other currencies. For reporting, Ontraport converts them to your default currency. Multi-currency doesn't work on Ontraforms or legacy SmartForms. It's available at some account levels, so check your plan. Before you charge real cards, set up a dummy gateway. Add a new gateway, name it something like "Dummy Gateway," and choose Dummy Gateway from the dropdown. Use it to test your order forms and your purchase automations. For a successful payment, use 4111 1111 1111 1111 with any CVV and a future expiration date. To test a failed payment, use 4111 1111 1111 1103. So: prepare your gateway, add it to Ontraport, choose a default, set your currency, and test with a dummy gateway. Next up: transactions, purchases and open orders.