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!
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?
CardPointe Tutorials: www.bancardsales.com/cardpointe/tutorials