Update Payment Method Prompt in Community Hub

If your association uses stored payment methods, you can prompt constituents to update an inactive stored payment method after they log into Community Hub. This is especially useful if you've transitioned to the BluePay payment gateway and were unable to migrate existing stored payment methods from the legacy payment gateway. This recipe provides an example of creating a text card on the Personal Snapshot page in Community Hub that prompts constituents to browse to the My Payment Methods page and update their information.

Recipe Prep

Before completing this recipe, you first need to Enable Stored Payment Methods in Staff View and Community Hub.

The card you'll create contains a message with a link to the My Payment Methods Page. It only appears when all of a constituent's stored payment methods are linked to the legacy inactive payment gateway. If they have no stored payment methods or if they have at least one stored payment method linked to the BluePay payment gateway, the card does not appear.

To make this recipe, you should understand:

• How to Create a Query
• How to Create an Access Control
• How to Create a Card

Ingredients

You will mix these ingredients together to make this recipe:

Directions

1. Create a query with the following values:

   Field	Value
   Query Name	Account - Has Only Inactive External Payment Profiles
   Sharing Mode	User
   SELECT	Id
   SObject	Account
   WHERE	CODE Id IN (SELECT NU__Account__c FROM NU__ExternalPaymentProfile__c WHERE NU__Account__c = {!CurrentAccountID} AND NU__PaymentGateway__r.NU__Status__c = 'Inactive') AND Id NOT IN (SELECT NU__Account__c FROM NU__ExternalPaymentProfile__c WHERE NU__Account__c = {!CurrentAccountID} AND NU__PaymentGateway__r.NU__Status__c = 'Active')
   LIMIT	1

2. Create an access control with the following values:

   Field	Value
   Name	Account - Only Inactive Ext Pay Profile
   Class	QueryConditional (NC)
   Query Record Name	Account - Has Only Inactive External Payment Profiles
   Is Active	TRUE

3. Create a card at the top of the Personal Snapshot page with the following values:

   Field	Value
   Type	Plain Text 2
   Name	Update Payment Method Prompt
   Access Control	Account - Only Inactive Ext Pay Profile
   CSS Class	m-card-as-alert alert-info
   Description Label	To improve your online shopping experience, we have updated our payment services. Please go to <a href="/communityhub/mypaymentmethods">My Payment Methods</a> to add your payment method again.
   Card Layout	Display HTML

   

   The description label is just an example. You can change the text to match your association's style and voice.

   You may also need to update the URL in the <a> tag to ensure it goes to your association's My Payment Methods page.

4. Since the query is using the User Sharing Mode, ensure that constituents have permission to view all payment gateway records, which are accessed in the query. This can be granted by updating the Community Hub Login User profile, editing the permissions for the Payment Gateway object, and selecting View All for the Object Permissions. 

5. Log in to Community Hub as a constituent to ensure the card displays as expected:

   1. The constituent should be able to see the card when they only have a stored payment method(s) related to the inactive legacy payment gateway.

   2. Conversely, the card should be hidden when they either have no stored payment methods or they have at least one stored payment method that is related to the BluePay payment gateway.