I am brand new to setting this up, so bear with me. I need some assistance as to how to accomplish this. It’s all so overwhelming, right now, that I thought I would just lay out what I’m trying to accomplish, and see if someone can lead me the right direction.
We will be selling monthly subscriptions of Web sites to real estate agents, and related service industries. One never knows, but we hope that we will be in the thousands of sites within a few years. As such, I would like to set up proper systems, from the beginning, to best handle the volume. Charges will run from approximately $19.95 per month, up to about $89.95 per month.
We will have marketing sites with html generated custom order forms, installed on the sites, to collect the needed information about each customer. This information will populate, automatically, into our backend eSalesTrack CRM system.
At the bottom of the order form, would be an order button that I would like to go off to an outside processing system such as PayPal.
However, because we actually have to construct the sites for the customers, we don’t know what date to start charging them. So, we will need to be able to initiate payment, manually, on the date their site goes live.
Then, it will need to charge their card, each month, automatically, on the monthly anniversary date of the initiation.
Couple of hopes…
- Is there a way, when they fill out their card information, that it can automatically check the validity of the card, even though we’re not charging it quite yet? We’ve sold some initial test sites, and were charging each card, manually, through Virtual Terminal, and it was a real pain when someone, or us, had typed in wrong information, and we would have to chase down the customer.
Is there a way it can automatically send them notification, at any point in their subscription period, that their card was rejected, and notify us, so we aren’t having to go through all of the customers, each month, to see which ones worked, and which ones didn’t? Again, during our testing, we would, almost every month, find someone whose card no longer worked, and we would have to call them up.
Anyway, any help, you can give me, to get me pointed in the right direction, would be appreciated. I anticipate going live, sometime in June.
