March 2021 – Email Newsletter – “ENEWS”

by Mar 18, 2021eNews

In This Newsletter:

  • *NEW* Monthly Video Message from Brian
  • CardPointe Tips/Tricks/Reminders: Fingerprint scanner and securely storing customer profiles – automatically!
  • Announcements and Account News: Updates/changes and things you should be aware of regarding payments and your merchant account
  • In The News: What’s trending for businesses and merchant accounts and how might it affect your business

March 2021 Video Update

This monthly newsletter contains a message with important news, information and tips about your merchant account, CardPointe software and general payment acceptance topics.

Remember, this is a client/partner-focused newsletter so everything I talk about in these update videos could very well apply to you and your business!

*Note: This video message will only be contained within the email newsletter. It will not be posted here on the blog, so if you’re not a client, or partner of mine be sure to contact Brian Manning to learn about setting up a CardPointe Merchant Account.

Donate Page with Jotform + CardPointe

This video is found on Youtube and explains the 3 common ways to use a payment gateway. Remember that CardPointe IS a payment gateway so you can use it in the following ways.

If you are in need of a donation page, this payment system shows you how to use the Jotform software with your CardPointe account to take donation payments online. Find out how you can easily set up and implement a donation page.

➜ Use the donation page with a hosted-for-you link or with embed option
➜ Highly customizable donation page builder
➜ Jotform automatically integrates with your CardPointe account

If you have any questions about how to set up this payment system, just hit reply and send me an email!

Watch the add Jotform + CardConnect Donation page video now

Bancardsales-ENEWS-CardPointe-tips-tricks-tutorials

Tip #1 – Tip: Use the Fingerprint Scanner with CardPointe mobile

Increased security is right at your fingertip!

Available on both iPhone and Android, you can enable the fingerprint reader, and when you open the app, your phone will automatically prompt you to sign in using your fingerprint.

Tip #2 – Tip: Automatically store customers into the secure vault

Store your customer profiles within the Virtual Terminal by default. Nothing is kept on your local computer drive; everything is hosted and stored securely in the CardConnect customer vault.

Log in to your account. Under the Administration link, click the Virtual Terminal tab and click Store Profiles by Default. That’s it!
Watch the “Store Customer Profiles” tutorial video here

Click here to view the CardPointe tutorials playlist on YouTube.

Do you have questions?

My team and I are here for you, as always. If you need help with anything that is related to your account, please give us a call or use this page to schedule with Brian.

Brian Manning
CardPointe Tutorials:
 www.bancardsales.com/cardpointe/tutorials

Brian Manning

Bancardsales founder and 15 year payment processing veteran, Brian Manning has helped thousands of businesses streamline their electronic payment systems. With a healthy disdain for things like terminal leases and "lowest rate" guarantees he regularly advises on best practices to anyone setting up merchant account related solutions. Brian's mission and passion is to help business owners use their merchant account simply as one tool in the big picture of growing their own business and creating an experience that is positive and meaningful for their customers.

Brian Manning

Bancardsales founder and 15 year payment processing veteran, Brian Manning has helped thousands of businesses streamline their electronic payment systems. With a healthy disdain for things like terminal leases and "lowest rate" guarantees he regularly advises on best practices to anyone setting up merchant account related solutions. Brian's mission and passion is to help business owners use their merchant account simply as one tool in the big picture of growing their own business and creating an experience that is positive and meaningful for their customers.

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