Auto-populate address fields when charging a CC
We've recently upgraded to PayPal Pro so we can charge CCs through Wild Apricot. The problem right now is that it needs the address entered when entering the card info.
At an event, I'd like to be able to get the card info (via old-fashioned knucklebuster imprint) and then manually run the card later. But as it is, I also have to get the full address when I get the card info, and it's going to slow walk-in registration considerably.
If the system could auto-populate the registrant's address in the fields when I go to charge the card, it would save a ton of time and allow for smoother registrations. I can always go back and call someone on the off chance that the address didn't match the card and I couldn't process it.
Please let me know if this is possible.
Also, when you arrive at the page for keying in credit card payment you can no longer see the person's address & phone information. This information should either auto-populate or be seen on the credit card payment page to eliminate having to ask the person for all of the information.
Walt Bilofsky commented
+1. It's important to make member transactions as smooth as possible.
[quote user="epgremill3"]We'd even be happy to name our address fields something standardized (e.g. same as Wild Apricot payment page) to get this to work.
Seems like this is a simple solution to avoid another form.
You could have and state clear rules. For example, the first field that contains "zip" would be the zip code. The first member field that contains "address" but not "email" or "e-mail" would be the street address. This would accommodate many - not all - choices of field names. If our field names didn't work with your rules we'd have the choice of changing them or not enabling the feature.
Then give members a checkbox "Use member's mailing address" on the credit card form. Give admins the ability to enable/disable this.
We are also interested in this functionality. It would be helpful for manual entry as well as for members, etc. when signing up for events or making donations.
We'd even be happy to name our address fields something standardized (e.g. same as Wild Apricot payment page) to get this to work.
Andria Krakow commented
Hello! We would also like to see the outcome of this. We take phone calls for registrations and renewals and are charged per minute. Having to re-enter in the address takes me time per call and thus costs us more money. I'll keep checking back to see how this develops. I am glad to see others are interested in it too!
Sure - not knowing your whole architecture makes it hard for me to offer advice; I just wanted to put that out there. :)
That was the first thought in my mind too but I'm kind of reluctant to add one more setting screen (especially with fields mapping) - it's too technical and complicated to understand in general.
Though thanks for the comments.
If it's a matter of mapping and every user name have different field names for their addresses, etc, it seems pretty easy - just give them a setting/interface to map their address fields to the CC charge address fields. Then just turn that admin interface on/off based on whether they can charge CC or not.
It's a good point, thank you. Actually, we just introduced the ability to charge CC through WA and we agree that it's not ideal yet. We implemented fast and easy solution - give administrator same interface as for member.
Your suggestion is very logical but the problem is in fields mapping - to make pre-population possible, we have to find a way to map your contact database fields to credit card screen fields. Unfortunately, it's almost not possible to make it automatically - Wild Apricot (as a system) does not know which of your fields are address fields (they can be named differently). There are different ways of resolving this problem, we will consider them as soon as we can (not soon, sorry).
Or may be I'm missing something obvious here and somebody can suggest quick and easy idea for automatic mapping?