Enable Hosted Payment Forms

Overview

BluePay (a Community Brands Premier Partner) payment gateways now support the Hosted Payment Forms process within Nimble AMS. You have the choice to use this feature and make your PCI compliance much easier, keeping your business information confidential and reducing the risk of fraud. With this feature, Credit Card or Bank Account details are not captured/stored on the Nimble AMS or Community Hub. Instead, they are directly entered on the Hosted Payment Forms and handled by the BluePay payment gateway for processing order payments.

Prerequisites

  • You must be using BluePay as your payment gateway.

  • The 'Simple Hosted Payment Form' template needs to be enabled through the BluePay Payment Gateway Account by BluePay Support. Allow 24 hours for processing and activation in your organization.

  • You will need to go to Create a Credit Card Issuer for specific instructions on using BluePay Hosted Payment Forms to ensure the card issuer is supported by the Payment Gateway.

Enablement Steps

Follow the below steps to enable hosted payment forms:

  1. Configure and/or create the BluePay Payment Gateway if not available by default in your org in Gateway Settings using AppLauncher.

  2. Security Credentials (Secret Key and ID) will need to be entered in the Gateway Setting record for BluePay.

  3. Add the following fields to the Payment Gateway Object Page Layout using the Payment Gateway in AppLauncher.

      Enable Hosted Payment Form - Ensure this is checked.

      Hosted Page Experience Only (to be checked if you only want users to use Hosted Experience at all times)

      Hosted Payment Form Class: CBBP.HostedCheckoutCallable

      4. If not available, then Create Payment Method

      Record Type: Credit Card (Hosted)

      Checkbox: Is Payment - selected.

      5. Create Entity Payment Gateway

      6. Create Entity Payment Method

      7. Link Payment Method to Entity Payment Method

      8. In the Gateway Settings Object Page Layout add the Hosted Payment Forms Related section

It should contain the following records linked to the BluePay payment Gateway:

  • Credit Card Payment

  • Stored Credit Card

  • Stored Bank Account

      9. Ensure that the Hosted CC Payment Modal card is at the bottom of the follow pages:

  • Express Payment Cart Page

  • Express Payment Page

  • My Checkout Page

If the Hosted CC Payment Modal card is not included, the Hosted Payment Form will not appear and will instead submit the cart as an order without payment.

Enable Hosted Experience Permanently or allow a user to decide.

Administrators can enable Hosted page feature permanently by selecting the Hosted Page Experience Only checkbox or make hosted page experience toggle visible while creation of a new payment gateway, by deselecting it.

The Staff Administrator, while creating a new stored payment method, can 'use' or 'not use' hosted payment form using the toggle, when 'Hosted Page Experience Only' is unchecked.

Using Hosted Checkout in Community Hub: Configuring Access to the Hosted Payment Forms and Gateway Settings Fields on the Community Hub Login Profile.

Before you can use Hosted Payment Forms in Community Hub at the checkout, you will need to configure access for the Hosted Payment Forms Object and Gateway Settings Object.

In Classic or Lightning View:

  1. Go to Setup - Profiles.

  2. Click on Community Hub Login User.

  3. Select Object Settings.

  4. In the search bar type Hosted Payment

  5. Under Field Permissions check that Read access has been granted to the Hosted Checkout and Gateway Settings Field.

Repeat these steps for the Community Hub Guest User Profile.

Please contact Nimble AMS Support if you have a question or need further assistance.



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