Below are frequently asked questions about setting up and managing your account in the e-commerce section of Admoji. Find answers to common questions about products, fulfillment, merchant accounts, campaigns, email autoresponders, and more.
Table of Contents
- Products
- Fulfillment
- Merchant Accounts and Processing
- Campaign, Fulfillment and Transaction Testing
- User Accounts
- Email Autoresponders
- Campaign Management & Other
Products
Q: How do I create products?
A: For a detailed guide, see: How to Create Products.
A: For a detailed guide, see: How to Create Products.
Q: What is the difference between Product Groups and Product Charges?
A: Product groups are categories used to organize your product charges. Product charges are the actual price points within each group. Each charge has a Type (Sale, Upsell, or Shipping) and a Billing Type of One Time or Recurring. A Recurring charge runs an initial payment and then the configured billing cycles; a One Time charge is a single payment only. You can pass a product charge's individual Product ID in the API to activate it. Use separate product groups for each product type rather than putting all products under one group.
A: Product groups are categories used to organize your product charges. Product charges are the actual price points within each group. Each charge has a Type (Sale, Upsell, or Shipping) and a Billing Type of One Time or Recurring. A Recurring charge runs an initial payment and then the configured billing cycles; a One Time charge is a single payment only. You can pass a product charge's individual Product ID in the API to activate it. Use separate product groups for each product type rather than putting all products under one group.
Q: How do I delete a product?
A: In CRM > Products, delete an individual product charge with the trash icon in the Actions column. To delete a product group, open the ⋯ menu on the group row and choose Delete. Deleting is permanent. Deactivating a charge lets you turn it back on later without removing it.
A: In CRM > Products, delete an individual product charge with the trash icon in the Actions column. To delete a product group, open the ⋯ menu on the group row and choose Delete. Deleting is permanent. Deactivating a charge lets you turn it back on later without removing it.
Fulfillment
Q: Can I send a test order to fulfillment?
A: Test orders cannot be sent to fulfillment. Use a live transaction to send orders to your fulfillment provider. We recommend testing merchant accounts with a live transaction before launching.
A: Test orders cannot be sent to fulfillment. Use a live transaction to send orders to your fulfillment provider. We recommend testing merchant accounts with a live transaction before launching.
Q: How do I add a fulfillment center to my account?
A: Go to Administration > Plugins. Open the Fulfillment tab, select a fulfillment provider and enter your credentials. Then apply fulfillment to your products in the product settings.
A: Go to Administration > Plugins. Open the Fulfillment tab, select a fulfillment provider and enter your credentials. Then apply fulfillment to your products in the product settings.
Q: How do I create a fulfillment delay?
A: Set fulfillment delays at the product level. Go to CRM > Products, edit your product, open the Fulfillment tab, and enter the delay in Fulfillment Delay (hours). Leaving this field empty defaults to a 3 hour delay. Enter "0" to remove the default 3 hour delay, or enter any other number (hours) to set a desired delay. This controls when orders are sent to fulfillment after payment.
A: Set fulfillment delays at the product level. Go to CRM > Products, edit your product, open the Fulfillment tab, and enter the delay in Fulfillment Delay (hours). Leaving this field empty defaults to a 3 hour delay. Enter "0" to remove the default 3 hour delay, or enter any other number (hours) to set a desired delay. This controls when orders are sent to fulfillment after payment.
Q: How does the Ship Amount field work under the product settings?
A: The Ship Amount field adds an extra amount to the total billed and only works for the initial transaction. Recurring cycles use a Shippable toggle instead of a separate Ship Amount field. To create a separate shipping charge with its own transaction ID, create a shipping charge type product instead.
A: The Ship Amount field adds an extra amount to the total billed and only works for the initial transaction. Recurring cycles use a Shippable toggle instead of a separate Ship Amount field. To create a separate shipping charge with its own transaction ID, create a shipping charge type product instead.
Merchant Accounts and Processing
Q: Is a merchant account needed to process credit cards?
A: Yes, a merchant account is required to process live credit card transactions. Admoji integrates with many major merchant account providers and gateways.
A: Yes, a merchant account is required to process live credit card transactions. Admoji integrates with many major merchant account providers and gateways.
Q: How do I setup Square processing?
A: Three steps: 1. Go to Merchants > Processors, click New on the Credit Card tab, choose Square in the Gateway dropdown, and enter your Access Token. Turn Test Mode off for live processing (Square credentials do not use the validate-credentials step). 2. Assign the Square processor on your Campaign ID under the Processors tab. 3. Square requires their payment form on your site; see the API documentation.
A: Three steps: 1. Go to Merchants > Processors, click New on the Credit Card tab, choose Square in the Gateway dropdown, and enter your Access Token. Turn Test Mode off for live processing (Square credentials do not use the validate-credentials step). 2. Assign the Square processor on your Campaign ID under the Processors tab. 3. Square requires their payment form on your site; see the API documentation.
Q: How do I setup Authorize.net?
A: Go to Merchants > Processors and click New. On the Credit Card tab, choose Authorize.net in the Gateway dropdown. Enter Api Login ID and Transaction Key from your Authorize.net account. Complete General (processor name, etc.) and Settings — MID Number is required there; optional Merchant ID in credentials is separate. Turn Test Mode off for live accounts. Use Validate on the credentials drawer when prompted.
A: Go to Merchants > Processors and click New. On the Credit Card tab, choose Authorize.net in the Gateway dropdown. Enter Api Login ID and Transaction Key from your Authorize.net account. Complete General (processor name, etc.) and Settings — MID Number is required there; optional Merchant ID in credentials is separate. Turn Test Mode off for live accounts. Use Validate on the credentials drawer when prompted.
Q: What is the difference between PayPal Expanded vs PayPal Payflow Pro?
A: PayPal Expanded requires API integration on your website. Customers redirect to PayPal to complete the transaction, then return to your thank you page. PayPal Payflow Pro functions like a standard credit card processor and doesn't require extra API coding.
A: PayPal Expanded requires API integration on your website. Customers redirect to PayPal to complete the transaction, then return to your thank you page. PayPal Payflow Pro functions like a standard credit card processor and doesn't require extra API coding.
Q: How do I add merchant accounts?
A: Go to Merchants > Processors and click New. Pick the Credit Card or ACH tab, choose a gateway, enter credentials (use Validate when the form offers it), and save. Turn Test Mode off for live processors.
A: Go to Merchants > Processors and click New. Pick the Credit Card or ACH tab, choose a gateway, enter credentials (use Validate when the form offers it), and save. Turn Test Mode off for live processors.
Q: How do I delete a processor or merchant account?
A: Processors cannot be deleted but can be deactivated. On Merchants > Processors, click the edit (pencil) icon for the processor, turn the Active switch off under Options, and click Save.
A: Processors cannot be deleted but can be deactivated. On Merchants > Processors, click the edit (pencil) icon for the processor, turn the Active switch off under Options, and click Save.
Q: Can I setup alerts for merchant account limits?
A: Yes. Alerts can be set up for merchant account limits, refunds, declines, and chargebacks. Go to Administration > Alert System to configure alerts.
A: Yes. Alerts can be set up for merchant account limits, refunds, declines, and chargebacks. Go to Administration > Alert System to configure alerts.
Q: Can I limit the processing volume for my merchant account?
A: Yes. Set Monthly Limit on the processor Settings tab to cap total monthly volume in the processor’s currency. Open Merchants > Processors, edit the processor, and enter the amount in Monthly Limit. Enter 0 for no cap (unlimited).
A: Yes. Set Monthly Limit on the processor Settings tab to cap total monthly volume in the processor’s currency. Open Merchants > Processors, edit the processor, and enter the amount in Monthly Limit. Enter 0 for no cap (unlimited).
Campaign, Fulfillment and Transaction Testing
Q: Do you have a test credit card to test transactions?
A: Go to Settings, click Account settings below your organization name, open the Test Cards tab, then Add New. Enter the Card Number and save. When testing approvals, use any future expiration date and any 3-digit CVV.
A: Go to Settings, click Account settings below your organization name, open the Test Cards tab, then Add New. Enter the Card Number and save. When testing approvals, use any future expiration date and any 3-digit CVV.
Q: Do you have a test credit card to test a forced decline?
A: Use any test card created in the Test Cards section. When testing for a forced decline, use the value 999 in the CVV field with any test card number and any future expiration date.
A: Use any test card created in the Test Cards section. When testing for a forced decline, use the value 999 in the CVV field with any test card number and any future expiration date.
Q: How do I disable test credit cards?
A: Go to Settings > Account settings > Test Cards. Click the edit (pencil) icon on the card and turn the Active switch off.
A: Go to Settings > Account settings > Test Cards. Click the edit (pencil) icon on the card and turn the Active switch off.
Q: How do I send a test order to fulfillment after fulfillment is setup?
A: Process a test transaction with a live payment source. Test orders processed with test credit cards will not be sent to fulfillment. Test your fulfillment and merchant account with a live payment source before launching.
A: Process a test transaction with a live payment source. Test orders processed with test credit cards will not be sent to fulfillment. Test your fulfillment and merchant account with a live payment source before launching.
Q: How do I mark a customer as a test customer?
A: In the customer profile, open the Customer Info tab and turn the Test Customer switch on.
A: In the customer profile, open the Customer Info tab and turn the Test Customer switch on.
Q: What does it mean when a customer is marked as test customer?
A: Test customers are removed from reporting and won't appear in search results unless the option to show them is enabled. Transactions using test credit cards are automatically flagged as test customers.
A: Test customers are removed from reporting and won't appear in search results unless the option to show them is enabled. Transactions using test credit cards are automatically flagged as test customers.
Q: Can I unmark a customer as a test customer?
A: Yes, toggle the Test Customer switch off in the customer profile (Customer Info tab).
A: Yes, toggle the Test Customer switch off in the customer profile (Customer Info tab).
User Accounts
Q: How do I create a user account?
A: Go to Settings and click Invite New User. Enter the Email Address and Choose user's type (role), then finish the invitation flow (including Campaigns and Section Access if shown). When you create a Campaign ID, use Grant Permission To Users so partners get access immediately; otherwise open Settings, edit the user, and grant campaigns on the Campaigns tab. Invited users receive an email to set a password.
A: Go to Settings and click Invite New User. Enter the Email Address and Choose user's type (role), then finish the invitation flow (including Campaigns and Section Access if shown). When you create a Campaign ID, use Grant Permission To Users so partners get access immediately; otherwise open Settings, edit the user, and grant campaigns on the Campaigns tab. Invited users receive an email to set a password.
Q: How do I delete or deactivate a user account?
A: User accounts can only be deleted if they have no associated data (campaigns, clients, affiliates, customer logs, or created users). To remove access, edit the user from Settings, open the Campaigns tab, and remove campaign access as needed. You can also set the user’s status to inactive when that option is available.
A: User accounts can only be deleted if they have no associated data (campaigns, clients, affiliates, customer logs, or created users). To remove access, edit the user from Settings, open the Campaigns tab, and remove campaign access as needed. You can also set the user’s status to inactive when that option is available.
Q: I created a new Campaign ID, but my partners can't access it with their login accounts.
A: When a new Campaign ID is created, access must be granted to every user. During Campaign ID creation, use the Grant Permission To Users dropdown. If you skipped it, go to Settings, edit each user, and assign the campaign on the Campaigns tab.
A: When a new Campaign ID is created, access must be granted to every user. During Campaign ID creation, use the Grant Permission To Users dropdown. If you skipped it, go to Settings, edit each user, and assign the campaign on the Campaigns tab.
Q: How do I add or remove sections from a user?
A: In Settings, edit the user and use the Section Access tab to adjust which areas of the app they can open.
A: In Settings, edit the user and use the Section Access tab to adjust which areas of the app they can open.
Q: How do I give user access to a call center that already has other Accounts in Admoji?
A: Use the in-app support entry (floating support icon / Have an issue?) so the team can link the call-center account safely.
A: Use the in-app support entry (floating support icon / Have an issue?) so the team can link the call-center account safely.
Email Autoresponders
Q: How do I setup an order confirmation email?
A: Four steps: 1. Create an SMTP profile under Administration > Plugins > SMTP Setup. 2. Create the email template under CRM > Autoresponders > Templates. 3. Create an event under Events with that template, SMTP profile, and at least one product, then save. 4. Attach the event on the Campaign ID (CRM > Campaigns > Edit Campaign > Email Autoresponders tab).
A: Four steps: 1. Create an SMTP profile under Administration > Plugins > SMTP Setup. 2. Create the email template under CRM > Autoresponders > Templates. 3. Create an event under Events with that template, SMTP profile, and at least one product, then save. 4. Attach the event on the Campaign ID (CRM > Campaigns > Edit Campaign > Email Autoresponders tab).
Q: How can I display a descriptor in order confirmation emails and the thank you page?
A: Set the descriptor on the processor (Merchants > Processors, Settings tab, Descriptor field). To show it on order confirmation emails, add the "{$descriptor}" token in the template body (CRM > Autoresponders > Templates). For your thank-you page, see the API guide for adding a sale.
A: Set the descriptor on the processor (Merchants > Processors, Settings tab, Descriptor field). To show it on order confirmation emails, add the "{$descriptor}" token in the template body (CRM > Autoresponders > Templates). For your thank-you page, see the API guide for adding a sale.
Q: My Order Confirmation emails are not going out. What is wrong?
A: Confirm the event is attached under CRM > Campaigns > Edit Campaign > Email Autoresponders. Also confirm the event lists at least one product — events without products do not send.
A: Confirm the event is attached under CRM > Campaigns > Edit Campaign > Email Autoresponders. Also confirm the event lists at least one product — events without products do not send.
Q: Order confirmation emails take longer than usual to send. How can I remove this delay?
A: Add the mark as complete API endpoint to the last page or confirmation page of your website.
A: Add the mark as complete API endpoint to the last page or confirmation page of your website.
Q: When do email autoresponders send?
A: Autoresponders send automatically when a qualifying transaction occurs for the products and campaigns you configure — for example, on a purchase, rebill, or cancellation. To set one up: create a template under CRM > Autoresponders > Templates, create an event under Events with that template and the relevant products, and attach the event to your Campaign ID (CRM > Campaigns > Edit Campaign > Email Autoresponders tab).
A: Autoresponders send automatically when a qualifying transaction occurs for the products and campaigns you configure — for example, on a purchase, rebill, or cancellation. To set one up: create a template under CRM > Autoresponders > Templates, create an event under Events with that template and the relevant products, and attach the event to your Campaign ID (CRM > Campaigns > Edit Campaign > Email Autoresponders tab).
Q: How do I resend an email autoresponder to an existing customer?
A: In the customer profile, expand the Emails section. Click Resend on the row you need; confirm in the Resend Email modal and send.
A: In the customer profile, expand the Emails section. Click Resend on the row you need; confirm in the Resend Email modal and send.
Q: How do I send one email order confirmation for multiple products?
A: Use the {$productlist} token in your email template body. When adding upsell transactions through the API, send the same OrderID created when creating the sale transaction. The OrderID is different from the CustomerID. Refer to the API Guide on adding an upsell transaction.
A: Use the {$productlist} token in your email template body. When adding upsell transactions through the API, send the same OrderID created when creating the sale transaction. The OrderID is different from the CustomerID. Refer to the API Guide on adding an upsell transaction.
Campaign Management & Other
Q: How does the Duplicate checking option work?
A: When enabled, duplicate checking blocks the same customer from purchasing the same product again with the same card—most common for trial offers. Turn it on or off under Settings > Account settings > Personal Information > Duplicate Check.
A: When enabled, duplicate checking blocks the same customer from purchasing the same product again with the same card—most common for trial offers. Turn it on or off under Settings > Account settings > Personal Information > Duplicate Check.
Q: How can I block Prepaid cards, debit cards, and/or MasterCard?
A: Edit the campaign (CRM > Campaigns) and open the BIN Management tab. Toggle Block Debit Cards or Block Master Cards, and set Block Prepaids to Yes or use Processing Filter to route prepaid traffic elsewhere. Click Save.
A: Edit the campaign (CRM > Campaigns) and open the BIN Management tab. Toggle Block Debit Cards or Block Master Cards, and set Block Prepaids to Yes or use Processing Filter to route prepaid traffic elsewhere. Click Save.
Q: How do I create coupons?
A: Create coupon codes in your Campaign ID settings under CRM > Campaigns (Edit Campaign > Coupons tab). Create the coupon, turn the Enable Coupons switch on, and save.
Note: Coupons do not apply to Shipping Charges or Ship Amounts within product setup.
A: Create coupon codes in your Campaign ID settings under CRM > Campaigns (Edit Campaign > Coupons tab). Create the coupon, turn the Enable Coupons switch on, and save.
Note: Coupons do not apply to Shipping Charges or Ship Amounts within product setup.
Q: How do I submit a support ticket?
A: Click the floating support icon to open Have an issue? Fill in Your Email, Subject, and Ticket Body, then click Send a message. You can also use any in-app help/support entry point your account shows.
A: Click the floating support icon to open Have an issue? Fill in Your Email, Subject, and Ticket Body, then click Send a message. You can also use any in-app help/support entry point your account shows.
Q: I don't see affiliate variables being passed from my affiliate network. How do I pass affiliate variables?
A: Affiliate variables must be coded into your website source code before passing them through affiliate links. Discuss this with your developer. Details are in our API guide.
A: Affiliate variables must be coded into your website source code before passing them through affiliate links. Discuss this with your developer. Details are in our API guide.
Q: What timezone is Admoji in?
A: Each organization sets its own timezone. Go to Settings > Account settings > General Settings and choose Timezone (and related date/time options if shown).
A: Each organization sets its own timezone. Go to Settings > Account settings > General Settings and choose Timezone (and related date/time options if shown).
Q: How can I create a new Admoji Account?
A: The account creation process begins after creating a new user. If you are new to Admoji and need to create an account, start by creating a user account (e.g. via sign-up or invitation). If you were invited to an existing Admoji account, account creation is not necessary.
A: The account creation process begins after creating a new user. If you are new to Admoji and need to create an account, start by creating a user account (e.g. via sign-up or invitation). If you were invited to an existing Admoji account, account creation is not necessary.