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CM/MZ GrowthZone Pay Setup Procedure

Updated

  1. A ticket is created for support when the deal is won.

 

  1. Support will reach out to the customer by phone within 24 hours to schedule a setup time.  If they are unable to reach by phone, an email will be sent asking to schedule a time. The email will contain the information needed during the call. Date and time of call is to be documented in the ticket.  Support will follow up every 3 days until meeting has been scheduled.
     

  2. If Customer is porting payment profiles follow the procedure here.

 

  1. Support will send a Teams invite for the date and time of the setup call. See GrowthZone Pay Initial Setup Process for more information. If members currently have credit cards and bank accounts stored with your 3rd party processor for recurring billing, due to PCI compliance rules, these profiles will not be transferred from one processor to another – they must be re-saved.   Support will remove any stored profiles at the time of setup using the GZPay query tools 1, 2 & 3

    • Support staff conduct GrowthZone Pay setup calls to configure the setup of the account and instruct customers on the basics. 

 

  1. After the call, the support team member will register the customer for the next Weekly GrowthZone Pay Walkthrough session. Training conducts these sessions every Thursday from 3:00-3:45 PM CST.

    • Customers who are registered will receive an email with a link to the recording of the session regardless of whether or not they attend the session live.

 

  1. Support sends a follow-up email with links to videos and articles that cover what was discussed during the setup call. See Step 3: New GZPay Customer - Send After Set Up 
     

  2. If customer was on Authorize.net create a ticket for accounting to remove the AGF

    • In HappyFox create new ticket

    • Enter contact information for the customer

    • Select the Removal of Services template to create a private ticket