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Subscription email flows

Payment successful flow

Happy flow

  1. Shopper purchases a subscription in the shopping cart.

  2. Once the payment is successful, a Payment receipt email is sent to the shopper with confirmation and details of their payment.

  3. An electronic delivery email is provided to the shopper including the subscription plan information, activation codes/keys with short descriptions, downloadable product files, technical and payment support contact details.

       2Checkout can send the electronic delivery email either standalone or combined with the payment receipt notification (in one single email).
  4. An Auto Renewal subscription compliance email is sent automatically to shoppers with confirmation and details of their subscription (information regarding billing cycle duration, next billing amount, next billing date etc).

  5. A reminder email notification is sent to shoppers before their subscription expiration date.

    For ≥ 6 months billing cycle

    • A 30 days before expiration reminder email is sent, along with a 7 days before expiration reminder email.

    For a < 6 months billing cycle

    • Only a 7 days before expiration reminder email is sent.
       You can add other reminders should it make sense for your business, as the above illustrated examples are the mandatory ones, sent by default.
  6. On the day of subscription expiration the auto-renewal subscription is activated which is confirmed when the shopper receives the Payment receipt for renewal email, along with the Delivery confirmation email.

       This notification can be sent in:

    One email: (1) Payment receipt and Delivery / Fulfillment

    Two emails: (1) Payment receipt + (2) Delivery / Fulfillment

    Three emails: (1) Payment confirmation + (2) Payment Receipt + (3) Delivery / Fulfillment

Trial Flow

Trial

  1. Shopper purchases a subscription in the shopping cart and enrolls for a free or discounted trial.
  2. Once the payment is successful a Payment receipt email is sent to the shopper with confirmation and details of their payment.

  3. An electronic delivery email is provided to the shopper including the subscription plan information, activation codes/keys with short descriptions, downloadable product files, technical and payment support contact details.

       2Checkout can send the electronic delivery email either standalone or combined with the payment receipt notification (in one single email).
  4. An compliance trial email is sent automatically to shoppers with confirmation and details of their trial (trial period duration, trial expiration, following billing date, following billing amount, a link to MyAccount for the shopper to be able to cancel the following automatic charge).

  5. Trial expiration notification email is sent to shoppers 5 days before their trial expiration date.

If the shopper continues with the subscription, the above flow should be followed.

Payment failed / Refund flows

unhappy flow

   Additional emails can be configured for unfinished payment and cart abandonment. For more information check the Lead Management documentation.

Payment failed flow

  1. Shopper purchases a subscription in the shopping cart.

  2. The payment is being processed.

    Payment failed

    • If the payment fails, a Payment failed email is sent to the shopper, confirming the failed transaction and providing the possibility to return to the shopping cart and finalizing the purchase without having to go back through the ordering process.

    Payment successful

    • If the payment is successful, the above flow should be followed.
  3. On the next billing date the automatic renewal is attempted and the new payment will be processed.

    Payment failed

    • If the payment fails, a Recurring payment failed email is being sent to the shopper, confirming the failed transaction and providing the possibility to continue with the renewal by changing the payment method or manually renewing the subscription.

    Payment successful

Refund flow

Refund can be requested after the initial purchase, once the payment is confirmed.

If the refund is requested and approved, the shopper will receive a Refund Confirmation email.

This can happen either after acquiring the subscription for the first time or at the last renewal.

Implement Google Analytics 4 in ConvertPlus and InLine Checkout (with GTM)

Overview

You can implement Google Analytics 4 and Google Tag Manager tracking tools to help you track and monitor your ConvertPlus and InLine checkout orders in order to improve the shopping experience and increase the conversion rate.

Availability

Google Analytics 4 and Google Tag Manager can be set for all 2Checkout accounts.

Google Analytics 4 Settings

Implement Google Analytics 4

To implement Google Analytics 4 through Google Tag Manager (GTM) for your ConvertPlus and InLine Checkout, follow these steps:

  1. In your browser window, navigate to Tag manager → All accounts.
  2. Click on the Create Account button.
    Google analytics via GTM_1.png
  3. Fill in all the required fields:
    • Account Name
    • Country
    • Container name
    • Target platform → Web
  4. Click on the Create button.
  5. Copy the Google Tag Manager Container ID. It will be used in the 2Checkout Control Panel for the Google Tag Manager set-up.
    Google analytics via GTM_2.png

Creating the Google Tag in Google Tag Manager

If you already have a Google Tag in your container that fires on all pages where the Google Tag Manager code is added, then you do not need to create a new Google Tag specifically for 2Checkout and can proceed directly to the next section. However, you need to make sure you add the cookie_flags configuration, described in step 3 below. This configuration is necessary, as the tracking script is placed in an iFrame for ConvertPlus and Inline carts.

  1. Click to create a new tag in Google Tag Manager and select Google Tag from the list pre-defined tags.
    Google tag
  2. In the Tag ID section in Google Tag Manager, enter the Measurement ID. You can find the ID in your Google Analytics 4 with the following steps:

    • Navigate to Admin -> Data Streams.
    • Click on your website property.
    • Copy the measurement ID.

    Measurement ID

  3. In the Fields to set section select the following to add the cookie_flags configuration:
    • For Field Name add cookie_flags
    • For Value add SameSite=None;Secure
  4. In the Triggering section, select All Pages.
    All pages

Sending ecommerce information to Google Analytics 4 from the 2checkout shopping cart

Configure a trigger in Google Tag Manager

In Google Tag Manager, click on the Triggers section and then click to add a new trigger.

Google analytics via GTM_5.png

Create a Custom Event trigger

  1. Name your trigger GA4 Event Ecommerce Trigger.
  2. From the list provided, choose Custom event as Trigger Type.
  3. In the field Event name, type .* and check the box Use RegEx matching.
  4. For the This trigger fires on section, select Some custom events.
  5. As rule, fill in the boxes with Event matches RegEx (Ignore case) begin_checkout|add_to_cart|remove_from_cart|purchase|view_item_list. Those are events in the dataLayer on the format of the GA4 documentation for developers provided by Google.
  6. Click Save.
    GA4 Event Trigger

Configure the tag for GA4 for sending ecommerce data

  1. Click on New to create a new tag that you can call GA4 Event Ecommerce Tag.
  2. From the list provided by Google, select the option Google Analytics: GA4 event as Tag Type.
  3. For Measurement ID, add the measurement ID from the Google Analytics 4 property to which you want to send data. This is normally the same measurement ID that you have in your Google Tag. Once you add the measurement ID from your Google Tag, you will see the message Google Tag found in this container.
  4. For Event Name, select {{Event}}.
  5. Under More Settings -> Ecommerce, click on the Send Ecommerce data checkbox and select Data Layer from the Data Source drop-down list.
    Send Ecommerce Data checkbox
  6. Add as trigger for this tag the previously created trigger for GA4 Event Ecommerce Trigger.
    trigger

Setup Cross-domain measurement in your Google Analytics 4 Admin page

Google Tag Manager code is placed in an iFrame with the domain tracking.avangate.net. In order for Google to recognize that a visitor is the same when entering your website and then entering the shopping cart, you need to setup cross-domain measurement in Google Analytics 4 Admin, according to information provided by Google.

  1. In Admin, click on Data Streams, click on Web and then select your web data stream. In the web stream details, click Configure tag settings (at the bottom). In the Settings  section, click Configure your domains.
    Configure your Domains
  2. Under Include domains that match ANY of the following conditions, choose match type Contains and under Domains, enter the identifier of your domain (ex. yourwebsite.com) and then click Add Condition to add the next domains – tracking.avangate.net and secure.2checkout.com.
    Configuration

Test your Google Analytics 4 Settings with GTM Debugger

To test if your Google Analytics settings are correct, follow the steps below:

  1. Download and install the Tag Assistant Companion browser extension found here.
  2. Click on Preview.
    preview GTM.png
  3. Delete all existing domains.
    delete all domains.png
  4. Click on Add domain.
    add domain.png
  5. Add https://tracking.avangate.net/ and click Start.
    click start.png
  6. Go back to the Google Tag Manager tab but DON’T close the tab with tracking.avangate.local.
    tracking URL.png
  7. Click on X in the top-left corner.
    connecting to avangate.png
  8. In the Tag Assistant tab, click on Add domain.
    add domain tag assisstant tab.png
  9. Enter the buy-link you want to debug and click Start.
    debug buy-link.png
  10. Go back to the Google Tag Manager debugger tab.
    debugger.png
  11. Click on the Enable button behind the Connecting this window to avangate.net pop-up.
    enable popup.png
  12. Click on Continue.
    click continue.png
  13. You are now debugging tracking.avangate.net, but this domain receives tags from the shopping cart.
    debug success.png
  14. Submit and publish your settings.
    Google analytics via GTM_20.png

Checking a purchase in Google Analytics 4

Place an order on the 2checkout shopping cart, using the template which has your Google Tag Manager code.

Log into your Google Analytics 4, go to Monetization -> Ecommerce purchases.

Monetization

You will see the number of purchases for your products and the revenue from your purchases.

Test Product

Control Panel Settings

The Analytics section in your Control Panel allows you to integrate Google Analytics 4 or/and Google Tag Manager(with GA 4) in the ConvertPlus or InLine ordering engines and thus track the behavior of your shoppers on the 2Checkout pages.

Follow these steps to complete your analytics integration:

  1. Log into your Control Panel.
  2. Navigate to SetupOrdering options.
  3. Click on the Analytics tab.
  4. Click on the ConvertPlus and InLine Checkout tab.
    Shopping Cart Web Analytics
  5. In the Google Tag Manager(with GA 4) box, click on Set up and fill in the Google Tag Manager (with GA4) Container ID.
  6. Click Save.
    Google Tag Manager Container ID
  7. Complete the integration by using the slider to activate Google Tag Manager. It is not recommended to activate both Google Analytics 4 and Google Tag Manager to send data to the same Google Analytics 4 property, otherwise, duplicate data will occur.
    Activate GTM using slider

Implement Google Analytics 4 in ConvertPlus and InLine Checkout (without GTM)

Overview 

You can implement Google Analytics 4 without the Google Tag Manager (GTM) to help you track and monitor your ConvertPlus and InLine checkout orders in order to improve the shopping experience and increase conversion rate. 

Availability 

Google Analytics 4 can be set for all 2Checkout accounts. 

Implement Google Analytics 4 in ConvertPlus and InLine Checkout

Follow these steps to implement Google Analytics 4 in ConvertPlus and InLine Checkout: 

1. Navigate to your Google Analytics 4 account

2. Copy your Google Analytics 4 Measurement ID and use it in your 2Checkout Merchant Control Panel to set up Google Analytics 4 for your ConvertPlus and InLine carts. 

3. To get your Google Analytics 4 Measurement ID, go to Google Analytics 4 → Admin → Data Streams → Web → Select your web property. Under Measurement ID you will find the code you need to copy and paste into your Merchant Control Panel

Web Stream Details

 

Cross-domain tracking settings

Google Tag Manager code is placed in an iframe with the domain tracking.avangate.net. In order for Google to recognize that a visitor is the same when entering your website and then entering the shopping cart, you need to setup cross-domain measurement in Google Analytics 4 Admin, according to information provided by Google.  

In Admin, click Data Streams, click Web and then select your web data stream. In the web stream details, click Configure tag settings (at the bottom). In the Settings section, click Configure your domains

Configure your domains

Under Include domains that match ANY of the following conditions, chose match type Contains and under Domain, enter the identifier of your domain (ex. yourwebsite.com) and then click Add Condition to add the next domains – tracking.avangate.net and secure.2checkout.com.

Configurations

Merchant Control Panel Settings

The Analytics section in your Merchant Control Panel allows you to integrate Google Analytics 4 in the ConvertPlus or InLine ordering engines and thus track the behavior of your shoppers on the 2Checkout pages.

Follow these steps to complete your analytics integration:

  1. Log into your  Merchant Control Panel.
  2. Navigate to Setup → Ordering options.
  3. Click on the Analytics tab.
  4. Click on the ConvertPlus and InLine Checkout tab.

 web analytics in Merchant Control Panel_5.png

5.In the Google Analytics box, click on Edit. 

Edit GA4 Box

6. Fill in the Google Analytics 4 Measurement ID and click Save.

 Google Analytics 4 Measurement ID

7. Complete the integration by using the slider to activate Google Analytics 4.

GA4 slider

Checking a purchase in Google Analytics 4 

Place an order on the 2checkout shopping cart, using a ConvertPlus or Inline cart. 

Log into your Google Analytics 4, go to Monetization -> Ecommerce purchases. 

E-Commerce Purchases

You will see the number of purchases for your products and the revenue from your purchases. 

Test Product

 

1. The 2Checkout data layer for Google Analytics 4 tracking is placed in an iFrame. This data layer contains eCommerce information built on the structure required by Google Analytics 4 reporting for the following events: checkout, view item list (for cross-sell products), add to cart (for cross-sell products), purchase and remove from cart.

2. For fully enhanced eCommerce reporting in Google Analytics 4, it is recommended that you send information to Google Analytics 4 from your website that includes for example product views, select product, add to cart. More information on enhanced eCommerce reporting can be found here:  https://developers.google.com/analytics/devguides/collection/ga4/reference/events?client_type=gtag.

MobilePay

Overview

MobilePay is a digital wallet for iOS and Android that can be used for person-to-person transfers, in-store purchases, subscriptions, invoices, eCommerce transactions, etc. MobilePay is the most popular alternative payment method in Denmark with over 6 million users and 60+ partner banks. The account is connected to the telephone number of the MobilePay user. Shoppers can use MobilePay in more than 220,000 Nordic shops and web stores.

The application is protected by a user-selected four-digit PIN code or a fingerprint. The login ID is either the CPR-number (national ID number) or the more secure NemID.

Availability

  • Supported country: Denmark
  • Supported currency: DKK

Requirements

To use MobilePay, merchants must have a national phone number/national-issued credit card/national bank account and a civil registration number.

Benefits

  • Merchants can offer to their consumers express checkout, safe payments, and favorite payment methods that will drive higher cart values
  • The conversion rate will increase as the number of transactions increases, as this is the preferred Danish payment method
  • Merchants can offer a variety of payment methods making them more attractive for their clients
  • Simplify payment acceptance across different sales channels for Verifone Merchants
  • Around 50% of all payments in Danish eComm are MobilePay transactions

Activate MobilePay

Steps to activate MobilePay in Control Panel:

  1. Navigate to Dashboard.
  2. Go to Setup.
  3. Click on Ordering options.
  4. Click on Payment methods.
  5. Activate MobilePay from the list.

Shopper flow

  1. Initiate an online purchase. Once the products for purchase are selected, the 2Checkout checkout page will be displayed.

  2. Select MobilePay as a payment method.

    MobilePay Billing information page

  3. Press on the Place order button.

    MobilePay Confirmation and payment page

  4. The MobilePay landing page will be displayed to enter the phone number.

    MobilePay landing page

  5. Log into the MobilePay app to accept/decline the payment.

    MobilePay accept payment

  6. Once all steps are completed, the Finish page will be displayed, as the order is confirmed.

    MobilePay Finish page

Vipps

Overview

Vipps is a mobile payment app that consumers can use to pay bills, products, and services, or to send money to each other. For businesses, it's an alternative method of accepting payments that is simpler and safer than working with cash.

On Verifone's checkout page, the customer can select to pay with Vipps – in which case they will be redirected to the Vipps payment flow (see Shopper flow section).

Availability

  • Supported country: Norway
  • Supported currency: NOK

Supported transactions: new acquisitions and manual renewals.

Requirements

To use Vipps, shoppers must have a Norwegian phone number.

Benefits

Increase your conversion rates:

  • Vipps wallet stores the shopper card information and offers shoppers an easy and fast checkout experience on the website, in-app, or in-store
  • Attract more Vipps users to your business and increase sales
  • Diversify your checkout payment methods and let the shoppers use their preferred ones
  • Offer your shoppers localized payment methods making your business more attractive for them
  • Offer your shoppers the possibility to store multiple cards in one place, allowing them easy accessibility to the accounts they want to pay with
  • Ride the trend and let your shoppers pay with their phones through contactless payment
  • Simplify payment acceptance across different sales channels
  • Shoppers in Norway can use their preferred payment method during the checkout flow and thus increase their buying rate.

Gain competition advantage:

  • Win more customers over your competition by adding the shopper's preferred payment methods

Increase security:

  • Wallet tokenization will help shoppers trust your brand by offering them one of the most secure payment methods available through 2-factor authentication, SMS, FaceID, and others

Activate Vipps

Steps to activate Vipps in Control Panel:

  1. Navigate to Dashboard.
  2. Go to Setup.
  3. Click on Ordering options.
  4. Click on Payment methods.
  5. Activate Vipps from the list.

Shopper flow

The shopper should follow the below steps, to complete an order:

Shopper flow

  1. Initiate an online purchase, from the e-shop using a browser. Once the products for purchase are selected, the 2Checkout checkout page will be displayed.

  2. Select Vipps as a payment method.

    Vipps Billing information page

    Vipps Confirmation and payment page

  3. The Vipps landing page will be displayed to enter the phone number. The number will be sent to Vipps that will send a push notification to the mobile to open Vipps app.

    Vipps Mobile app screen

  4. Log in Vipps app to accept/decline the payment.

    Vipps Completed payment screen

    Vipps pay

       At the same time on the browser the below page will be displayed:

    Vipps browser

  5. There is a time limit of 5 minutes to enter the phone number in the landing page, and then 5 minutes to complete the payment in Vipps app. Once the payment is confirmed in the application, the Finish page will be displayed.

    Vipps finish page

Need help?

Do you have a question? If you didn’t find the answer you are looking for in our documentation, you can contact our Support teams for more information. If you have a technical issue or question, please contact us. We are happy to help.

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We’ll help you choose the right payment solution for your business, wherever you want to sell, in-person or online. Our team of experts will happily discuss your needs.

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