[intro] Before you begin this guide, you should ensure that you have opened a Paypal account. If you have not, click here for the guide. When you have completed this guide, you will have successfully installed Paypal Express on your EKM online shop which will allow your customers to pay for goods using their Paypal account or their credit/debit card. [/intro]
- Installing the Payment Gateway
- Enforce Telephone Numbers
- Amend your Settings to take Credit/Debit Card Payments
- Customising your Paypal Page
- The Customer Journey
- Adding Card Logos to the Payment Gateway
- Removing the Payment Gateway
The Paypal Express Payment Gateway is an Express Payment Gateway, which means that the customer will bypass part of your Checkout Flow as their details - such as their name and address, for example - are populated not by the customer entering them manually, but directly from the details they have saved on their own Paypal account.
Whilst this is effective for customers who regularly use Paypal and require a quicker checkout process, it’s worth bearing in mind that some customers are unaware that they are responsible for ensuring that the details on their Paypal accounts are current; the billing details, contact details, email address and telephone number all need to be current.
This is because as the order is processed, your EKM online shop will automatically email the customer to confirm their order - if the email address stored on their Paypal Express is one they no longer use, they will not receive that notification and any subsequent ones as their order is processed and dispatched. The worst case scenario in this situation is that the customer has not updated their delivery address so the order is paid for, but it is not received.
With this in mind, consider both the Products that you sell and your ideal customer - if the Products are aimed at a demographic that is used to shopping online, you should not have an issue. However, if your customer demographic is particularly large, it might be worth installing Braintree Powered By Paypal or the Paypal Standard Payment Gateway instead.
Installing the Payment Gateway
1. From the Dashboard, click the Settings tab:
2. Click Payments on the left-hand side:
3. Click Add Payment Method:
4. Click Digital Wallets:
5. Click Add Method for Paypal Express:
6. On this page, you need to add your Paypal email address into the field provided and then click the Update Settings button:
7. This will return you to the Payments page. Click Configure to continue editing Paypal Express:
8. To configure the Payment Gateway on Paypal’s side, we need to grant API Permission, which is detailed on the Paypal Express Configuration page:
9. Open a separate browser tab and log into your Paypal account. Once you have logged in, scroll down and click Seller Preferences on the bottom left-hand side:
10. On this page, click Update for API Access:
11. Now you need to click 'Grant API Permission':
12. On this page, you need to copy EKM’s API username from the Paypal Express Configuration page into the field provided, before clicking the Lookup button:
13. You now need to tick the boxes shown and then click the yellow Add button:
14. You will now see this notification:
15. You have successfully installed Paypal Express on your EKM online shop.
Enforce Telephone Numbers
Taking into account the issues discussed at the start of this guide that are caused by people not updating the details within their own Paypal accounts, you may find it worthwhile to enforce phone numbers; as a customer logs into their Paypal account to make the payment, they will be prompted to enter their telephone number, which will allow you to contact them if there are any issues with their order.
1. To enforce telephone numbers, return to the Summary page of your Paypal account and again, click Seller Preferences:
2. Click Update for Website Preferences:
3. Scroll down to the bottom of the page, and under the Contact Telephone Number header, click the box before clicking the yellow Save button:
Amend your Settings to take Credit/Debit Card Payments
1. So far, you have set up the default version of Paypal Express allowing customers to pay for goods on your EKM online shop using their Paypal accounts. To amend this to allow them to pay using credit/debit cards too, you need to return to the Paypal Express Configuration page, and tick the box to Enable Advanced Options:
2. Using the drop-down menu for Solution Type Solo, change ‘Disable (default)’ to ‘Enable’:
3. Scroll to the bottom of the page and click the green Update Settings button:
Customising your Paypal Page
1. To do this, return to the Payments page of your EKM online shop and click Configure for Paypal Express:
2. Tick the box provided to reveal the Advanced Options:
3. Scroll down and amend the drop-down to ‘Enable (Recommended)’ for ‘Show additional product information on Paypal’. This ensures that any orders processed via PayPal Express will have the Product Codes of the purchased items listed against them:
4. Scroll further down and you can then add your Logo to the PayPal Express page that customers see when they log into their existing Paypal accounts. You can either select the Logo on your shop, upload a different version of your logo or select a logo from the of your EKM online shop:
5. You can also use the Colour Picker to add an accent colour to the PayPal page which matches your logo. When you have selected your colour, simply click the Update Settings button:
The Customer Journey
1. As Paypal Express is an Express Payment Gateway, you’ll see it appear in two places. The first is on the Cart page:
2. The second is at the end of the Checkout Flow, on the Order Summary page:
Adding Card Logos to the Payment Gateway
As the default version of Paypal Express only displays the Paypal logo on the Order Summary page of the Checkout Flow, it’s a good idea to add Card Logos to this Payment Gateway so customers know that they can check out using debit and credit cards too.
1. To do this, from the Settings page, click Checkout on the left-hand side:
2. Scroll down to the Checkout Steps and hover over Order Summary, where you’ll see an Edit Settings button appear. Click it:
3. Click Edit for Payment Buttons:
4. Click Edit for Paypal:
5. Click each Card Logo you would like to display on the Payment Gateway and then click the green Save button:
6. Now when your customers see Paypal on the Order Summary page, it looks like this:
Removing the Payment Gateway
1. If you want to remove the Paypal Express Payment Gateway from your EKM online shop, click Settings to return to the Payments page, and click Configure for Paypal Express:
2. Click the button to the bottom left-hand side of the screen:
3. This has removed the Payment Gateway from your EKM online shop.
[remember] Paypal is a third party Payment Gateway, which means you are using a company external to EKM in order to process payments on your EKM online shop. With this in mind, EKM cannot control how the third party processes payments or influence their policies and procedures.
Whilst there are rarely issues with third-party payment gateways, on occasion it is necessary to contact them directly to resolve any issues as our Customer Support Team is only able to investigate up to the point where the customer is transferred away from your EKM online shop to process their payment before they are redirected back again to complete the order. [/remember]
[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. [/contact]