Enablement and Configuration for Apple Pay in Nimble AMS

This page guides enabling and configuring the Apple Pay button for Member Portal and Community Hub. By integrating Apple Pay, Association members can conveniently and securely make payments that enhance the user experience and simplify payment processes.

Prerequisites:

• Before proceeding you must submit a request to Support@nimbleams.com to activate this functionality.

• You must be using the Nimble AMS Cardpointe payment gateway.

• You must enable My Checkout and My Invoice Experience

Enablement

Turn on Apple Pay Custom Metadata Type:

1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.

2. Click Manage Records next to the Tag of Nimble AMS.

3. Click Edit next to ApplePay.

4. Select Is Active.

5. Click Save.

Configure Apple Pay in Nimble AMS:

Step 1: Link the Payment Method to the Financial Entity.

1. From the above-created Apple Pay Payment Method detail screen, Click New on the Entity Payment Methods.

2. Enter the below information:

   1. Payment Method: Auto-populates.

   2. Entity: Seach and add the appropriate financial Entity

   3. Bank Account: Search and add the appropriate Bank Account

3. Click Save.

Alternatively, you can follow this document to set up the Entity Payment Method.

Step 2: Create a Credit Card Issuer and Link to the Financial Entity.

This step is similar to all the Payment Methods irrespective of Apple Pay. Follow the below documents to create the Credit Card Issuer and Link it to the Financial Entity that is linked to the Apple Payment Method.

1. Create a Credit Card Issuer

2. Create an Entity Credit Card Issuer

Step 3: Configure Additional Settings for Apple Pay.

Configure and Verify Additional Settings for:

• DigitalWalletMerchantName - The value entered on this record is displayed on the Apple Payment Sheet and the members can view it while making payments.

Show Me How Its Done

1. From Setup, enter Custom Metadata Types in the Quick Find box, then select Custom Metadata Types.

2. Click Manage Records next to the Additional Setting of Namz.

3. Click Edit next to DigitalWalletMerchantName.

DigitalWalletMerchantName- The Value field displays the default value "Example Merchant." Users can add a custom name in the Value field that appears on the Apple Pay pop-up window. Typically, you should enter your Association’s name or the Abbreviation of your Association’s name in this field.

For example, If you enter “Community Brands” in the Value field, then Apple Payment Sheet displays “Pay Community Brands” label. You can find the image below.

4. Click Save.

• ApplePayMerchantID - Users do not need to manually configure the Apple Merchant ID. It is already set as the default value.

• ApplePayCertificationName - Users do not need to manually configure the Apple Merchant ID. It is already set as the default value.

Step 4: Display the Apple Pay Icon on Checkout

Apple allows us to brand their payment method using their traditional branding icon that helps your members to recognize widely used Apple Pay as a payment option. This also helps your members to find the Apple payment option with ease on the checkout pages.

Use Apple Pay Icon on Visualforce Community Hub (Recommended):

The steps are for the My Checkout page of the Visualforce CH:

1. In the tab bar, click on the App launcher icon, or in Salesforce Classic, click +, All Tabs, and search for Pages.

2. Click Pages.

3. Under the Page to Configure dropdown, choose My Checkout

4. Add Payment Options With Icons Card in the Cards on the My Checkout Page section.

Follow similar steps for other checkout pages such as Express Pay for Carts, and My Invoice.

The below image displays the Apple Pay payment icon on the checkout page:

Use Pay Now - Apple Pay text on Visualforce Community Hub:

Alternatively, if your association does not want to use the Apple Pay icon, they can still use the plain text to display the Apple Payment Method on the checkout pages.

The steps are for the My Checkout page of the Visualforce CH:

1. In the tab bar, click on the App launcher icon, or in Salesforce Classic, click +, All Tabs, and search for Pages.

2. Click Pages.

3. Under the Page to Configure dropdown, choose My Checkout

4. Add Payment Options Card in the Cards on the My Checkout Page section.

Follow similar steps for other checkout pages such as Express Pay for Carts, and My Invoice.

The below image displays the Pay Now - Apple Pay text on the checkout page:

Use the Apple Pay Icon on the Member Portal Checkout page:

You can skip this step if you aren’t using the new Member Portal Checkout. These steps only apply to the Associations that are using the Nimble AMS Member Portal Checkout page on their community hub.

Limitations:

• Apple Pay is not displayed when the members try to pay for a recurring product. We hide it by default and members can pay using other payment methods such as Credit Card or ACH.

• Apple Pay is not displayed when the members try to schedule an order. We hide it by default and members can pay using other payment methods such as Credit Card or ACH.

• Apply Pay is supported only for the Web. On Touch devices capability is not supported.

• Apple Pay is not displayed on non-safari browsers and non-ios devices.