Overview

The 2Checkout email monitor gives you greater visibility on the emails that your customers receive from 2Checkout. You can choose to receive emails from the following categories by simply entering the email address that you want the email forwarded to:

• Order confirmations
• Software delivery
• Renewal notifications
• Follow-up emails
• Purchase order emails

Availability

Available to all 2Checkout accounts.

Workflow

To enable the email monitor:

1. Log into your 2Checkout account in the Merchant Control Panel.
2. Navigate to Dashboard → Integrations → Webhooks and API.
3. In the Webhooks and API section, scroll down to the Notifications section and check the Email monitor box to enable this feature.
4. Select the categories of emails that you want to receive, then enter the email addresses in the To field. You can choose to send the emails as Carbon copies or Blind carbon copies. 
5. Click Update to save the settings.

Overview

Use cross-selling to recommend additional products to customers and increase average order value. You can use two types of cross-selling:

• Classical - recommend additional products to your shoppers from your own product catalog.
• Network cross-selling - recommend additional products to your shoppers from third party software and SaaS providers working with 2Checkout.

Benefits

• Increase average order value and revenue by selling more products
• Improve customer satisfaction by offering products complementary to your own and/or special deals from other merchants
• Associate your own products with strong brands from other merchants
• Increase revenue through additional sales channels

Add a cross-selling campaign

1. Go to Marketing tools → Cross-selling.
2. Type in a name for your campaign and click Add new.
3. Choose the start and end dates of the campaign. Leaving the start date blank causes the campaign to start immediately after activation. Leaving the end date blank causes the campaign to run until you manually stop it.
4. Add main products to the campaign.
5. Add cross-selling products to the campaign. You can choose to add either products from your own portfolio or from other merchants (network cross-selling).
6. Select where you want the cross-selling offerings to be displayed:
   
   • Shopping cart
   • Review page
   • Thank you page
7. Choose whether or not to display the cross-selling campaign in the payment receipt email.
8. Click Save campaign.

Network cross-selling

Follow the steps below to recommend products from other merchants.

1. Go to Marketing tools → Cross-selling.
2. Type in a name for your campaign and click Add new.
3. Choose the start and end dates of the campaign. Leaving the start date blank causes the campaign to start immediately after activation. Leaving the end date blank causes the campaign to run until you manually stop it.
4. Add main products to the campaign.
5. Click Add products from other merchants.
6. Click Activate now.
7. Add recommended products to the campaign.
8. Select where you want the cross-selling offerings to be displayed:
   
   • Shopping cart
   • Review page
   • Thank you page
9. Choose whether or not to display the cross-selling campaign in the payment receipt email.
10. Click Save campaign.

To cross-sell products from other merchants, you need a partnership with them. 2Checkout automatically generates partnership requests every time you select a third-party product for your campaigns. Merchants can approve requests manually or automatically. In case of manual approval, you receive an email notification with the approval status.

FAQ

1. Does cross-selling work for free trials and products with zero value?
   
   • Customers can add recommended products to carts that already include a free trial or a product with zero value. If shoppers add cross-selling products to the cart during checkout they only need to enter payment details once. If they add them during order review, they need to re-enter payment details.
2. Can shoppers save cross-selling links from the Thank you page and re-use them?
   
   • No
3. How many recommended products can shoppers buy through Thank you page cross-selling campaigns?
   
   • Shoppers can only purchase a single recommended product.
4. Can shoppers see recommended products from multiple cross-selling campaigns?
   
   • 2Checkout displays a single cross-sell campaign at a time. 
5. Where are network cross-sell products displayed in the shopping cart?
   
   • Third-party merchant products appear in the cross-selling area of the shopping cart.
6. How do discount coupons work?
   
   • Shoppers can use discount coupons as long as they are issued by the merchant running the cross-selling campaign. These coupons apply only to products from this merchant, and not to the network products suggested through the cross-selling campaign. Merchants offering products for network cross-selling can offer an additional shopper discount, which is already deducted in the shopping cart and not obtained via a coupon.
7. How long does the cookie stay in the browser?
   
   • Cookies stay in the browser for 120 days. The merchant cross-selling the product receives a commission if the purchase happens within this time interval.
8. How do you inform shoppers about order confirmation/product delivery?
   
   • Shoppers receive a single order notification email and an individual delivery email for each purchased product.
9. When do I get paid cross-selling commissions?
   
   • 2Checkout pays cross-selling commissions along with the rest of the income generated through your online sales.

Overview

Enable the 2Checkout test ordering system to place test orders via the 2Checkout Control Panel or through the 2Checkout API.

We strongly advise you to prepare your system to integrate with the new testing platform. This is especially important for

• IPN (Instant Payment Notifications)
• LCN (License Change Notifications)
• ISE (Instant Search Orders Export)
• Electronic delivery

Availability

The test order system is available to all 2Checkout accounts.

Requirements

The new 2Checkout order testing system is enabled by default. However, if switched off for your account, follow these instructions to enable it:

1. Go to Setup -> Ordering options.
2. Scroll down to the bottom of the page and check the checkbox for the Enable the test order system option.
3. Save the settings.

What happens if I disable the test system?

• You will no longer be able to place new test orders via the Control Panel or through the 2Checkout API.
• The 2Checkout system will continue auto-renew any recurring test subscriptions per their billing cycle setting and also convert test trials placed while the order testing system was active.
• You will be able to continue managing test orders and subscriptions generated while the testing system was active, including operations such as manual renewals and upgrades.

How do I place a test order using the Control Panel?

You can place 5 types of test orders:

1. New acquisition
2. Trial
3. Automatic renewal/trial conversion
4. Manual renewal
5. Upgrade

To kick start the testing process, you first need to generate a test Buy-Link. Using test Buy Links you can replicate the new acquisitions and trial purchase scenarios. Automatic renewals, trial conversions, manual renewals, and upgrades require that you placed an initial test order and that the 2Checkout system generated a subscription for the test purchase.

How do I generate a test Buy-Link?

1. Log in to your Merchant Control Panel and navigate to Setup -> Generate links -> Checkout Links.
2. Choose a purchase flow from the available list.
3. Select one or more products.
4. Optional: you can control a collection of advanced options, but none are required to place test orders.
5. Click on Generate link.
6. Click on Place a test order. Alternatively, you can also copy the link generated and paste it in your browser's address bar.

Add the DOTEST parameter manually to Buy-Links

You can add the DOTEST parameter manually to Buy Links and use the result to place test orders. For example,

Buy link: https://secure.2checkout.com/order/checkout.php?PRODS=4551041&QTY=1

Test buy link: https://secure.2checkout.com/order/checkout.php?PRODS=4551041&QTY=1&DOTEST=1

DOTEST in Buy Links works only if the you enabled the testing system for your account. Otherwise, it has no impact whatsoever.

Cross-selling and Network cross-selling

1. You can test cross-selling campaigns as long as you enabled the test system.
2. For network cross-selling test orders to function:
   
   • You are required to enable the test system.
   • Vendors whose products are part of the network cross-selling campaign also need to have the new testing system enabled.

Lead management

Lead management campaigns are not supported for test orders at this point in time.

Imported subscriptions

The 2Checkout testing system does not support imported subscriptions at this point in time.

myOrder JS object

Test orders are marked accordingly in the myOrder JavaScript object included in the last stage of the purchase process.

omniture_vars

Test orders are marked accordingly in the omniture_vars object available for the desktop and mobile versions of the shopping cart.

Upselling

You can test upselling campaigns as long as you enabled the test system.

Promotions

You can use all the promotional capabilities of the 2Checkout platform with test orders.

Retry logic

This functionality is not supported.

Account updater

This functionality is not supported.

Refund a test order

Test orders support total and partial refunds.

Order search

To include or exclude test order data from the order search reports:

1. Go to Orders & customers -> Order search.
2. Use the Test orders filter.
   
   • Include test orders
   • Do not include test orders
   • Show only test orders

Note: Test orders are included in this report by default, but you have the option of excluding these items from the order search results and the export reports or to search test orders exclusively.

Subscriptions

Subscriptions generated for test orders are accompanied by the Test label. To include or exclude test subscription data from subscription search:

1. Go to Orders & customers -> Subscription management.
2. Optional: Click on More search filters.
3. Use the Test subscription filter.
   
   • Include test orders
   • Do not include test orders
   • Show only test orders

Customers

Customer accounts generated for test orders behave just like those created for real orders. The 2Checkout system can associate both real and test orders/subscriptions with customer accounts.

Invoices

The 2Checkout system does not generate invoices for test orders.

Channel Manager (Partner) test orders

This functionality is not supported at this point in time.

Affiliate test orders

2Checkout affiliates that have joined your program can place test orders using your products only if you enable the test system.

• Test cards. Affiliates can use the same dummy credit/debit cards on the established list.
• Affiliate reports. Affiliates can see test orders only in their Orders report. 2Checkout does not include test orders in all other affiliate reports.
• Affiliate JS myOrder object. The Affiliate JavaScript myOrder object includes test orders.

FAQ

1. What happens if I disable the test system?
   
   • You will no longer be able to place new test orders via the 2Checkout Control Panel or through the 2Checkout API.
   • The 2Checkout system will continue auto-renew any recurring test subscriptions per their billing cycle setting and also convert test trials placed while the order testing system was active.
   • You will be able to continue managing test orders and subscriptions generated while the testing system was active, including operations such as manual renewals and upgrades.
2. Can I renew/convert a trial manually?
   
   • 2Checkout converts trials automatically, unless automatic billing (auto-renewal) is disabled either in the order details page or in myAccount. To convert a trial on-demand to a paid subscription, use the 2Checkout API. Note: You cannot convert trials by placing manual renewal orders using the shopping cart.
3. Can I request a refund for a test order?
   
   • Yes. You can use either the order details page in the 2Checkout Control Panel, IRN (Instant Refund Notification), or myAccount to request refunds for one or multiple orders.
4. What payment methods are supported by the test ordering system?
   
   • We're working to add support for additional payment methods, but currently, the test order system supports only credit cards.
5. Are test orders synchronized in Salesforce?
   
   • This functionality is not supported at this point in time.
6. Subscription billing charges alignment via myAccount
   
   • 2Checkout myAccount offers billing charges alignment (or co-termination) capabilities to customers owning two or more active subscriptions for different products acquired from you, with unsynchronized expiration/renewal dates. The co-termination process enables the proration of subscriptions, setting a single renewal date for multiple items. The 2Checkout system will renew subscriptions with aligned billing cycles (sharing the same co-termination date) as part of a single order. As a direct result, following the renewal process, 2Checkout issues a single invoice to customers. You cannot align a test subscription with a real subscription using 2Checkout myAccount billing charges alignment capabilities. However, you can align the billing charges of 2 test subscriptions that meet the necessary requirements. 
7. What happens if I use a real card for a test order?
   
   • The 2Checkout system will only accept dummy cards for test orders. The dummy payment gateway which processes authorizations for test orders will reject any cards that are not on the established list.
8. What happens when I try to update the card associated with a test subscription in the 2Checkout Control Panel or in myAccount using a real card?
   
   • The 2Checkout system will only accept dummy cards for test orders. The dummy payment gateway which processes authorizations for test orders will reject any cards that are not on the established list.
9. Can I place a test manual renewal or a test upgrade order for a 'real' subscription?
   
   • No. Test manual renewals and test upgrades can be performed exclusively on test subscriptions.
10. Are test customer accounts created for test orders/subscriptions?
    
    • No. All customer accounts generated by the 2Checkout system are 'real' accounts.
11. Do tokenized payment links work for test orders?
    
    • Yes. This functionality is supported. 

Overview

The 2Checkout Partner Control Panel offers you multiple tools to manage the relationship with your resellers. Processes that you can easily manage from the Partner Control Panel include:

• Distribution channel management;
• Real-time access to order and sales information;
• Boosting partner relationships through automated order processing, real-time product delivery, and consistent commercial policy enforcement;
• 24/7 order requests & product delivery;
• Gaining visibility and control over your sales channels;

• Manage sold subscriptions, end-users, and resellers.

     All partner orders will generate at least one subscription.

We provide two business models that you can adopt:

• Merchant of record model - your partners pay through 2Checkout as a reseller;
• Service Provider model - your partners pay directly to your bank accounts.