In Brief
ACM’s are advised to follow the steps outlined below when onboarding new Certified Merchant’s:
IMPORTANT: To ensure you are familiar with your responsibilities as an ACM when onboarding a new CM, please carefully review the onboarding flowchart contained in Document A1 & A2 – ACM [Procedure for onboarding Certified Merchants].
The steps below outline the processes involved when an ACM is onboarding a new certified merchant:
1 Introduction 2 Merchant Certification 3 Allocation of Fee Structure in System 4 Ecommerce Integration
1 Introduction
1.1 ACM first contact with Merchant • Accredited Corporate Manager’s (ACM) have access to the administration area of the Ezymerchants site- www.ezymerchants.com. • The ACM Documents tab contains documents to be used for marketing and education purposes and distribution. (under development)
ACM Guide to Introducing New Merchants A compendium of documents provided to the potential CM may include: • Merchant Comparison • Ezybonds Overview • Remittance Presentation • Payroll Presentation
1.2 ACM commences the sales process with Merchant. Merchant accepts (or declines) proposal.
1.3 Protected Clients List (Under Development) During the negotiation phase the ACM may register potential Certified Merchants on the Protected Client List (PCL); Protection is granted for up to 60 days to allow time for the completion of negotiations between the parties. Instructions • Login to: www.ezymerchants.com; • Refer Protected Clients area; • Complete Protected Clients Registration
2 Merchant Certification
2.1 Potential Merchant applies online via the links located on your ACM website (assuming the potential Merchant is already an Ezyaccount holder).
2.2 Merchant completes Certified Merchant application, attaching relevant documentation
2.3 The CM application is reviewed and processed by EzyCompliance.
2.4 Application approved Pending Tariffs and Allocations by Ezybonds Administration.
3 Enter Tariff Allocations and Fee structure in system
3.1 ACM enters negotiated Tariffs and Allocations onto the system via www.ezymerchants.com. • Refer to Document A2.1- ACM Guide to Adding Tariffs and Allocations.
3.2 ACM logs into Ezyaccount – click on Ezyaffiliates tab and completes Fee Splits. • Refer to Document A2.3- ACM guide to allocation of Fees.
3.3 Ezybonds Administration reviews the Tariff and Fee structure prior to approval;
3.4 Ezybonds Admin accepts and registers CM.
3.5 ACM receives an email advising Certified Merchant account has been approved and registered. The Certified Merchant notification of Approval and receives login credentials for the Ezymerchant administration area.
4 Ecommerce Integration
The New Certified Merchant now has access to the Administration area on the Ezymerchant site. Document A2.3 – ACM [Certified Merchant Website On-Boarding] provides descriptions of the website payment button options available to the CM. Discuss these options with your Certified Merchant to enable them to select the option that best suits their business needs.
4.1 Prior to commencing processing with Ezybonds the new Certified Merchant must install the Ezybonds Buttons and Badges onto their website.
Direct your Certified Merchant to login to their EzyMerchant Admin account through www.ezymerchants.com . Instruct them to click on the ‘Ecommerce’ tab and to follow the directions provided to integrate their chosen website payment button option.
4.2 Direct your CM to the Technical User Guide located on the ezymerchant.com site for instructions on how to install the Ezybonds ecommerce options: Buttons & Badges Payment Landing Page (PLP) Payment Button EzyCart Once an Ezybonds Payment button has been successfully integrated your new Certified Merchant is fully active and may commence processing.