Action > Set Payment Processing Account

Action > Set Payment Processing Account

Info
Module: SIM
Path: Campaign > Advertising > Maintain Scripts > Forms tab
Topic: Interactive Action Settings
Version(s):  5.1 & up
Editions: Commerce and Call Center

Action > Set Payment Processing Account

On the Form view, clicking on a user defined button created in the element will display the interactive settings:


Click on Add New Action to configure the action button.
  1. Set the Action Name - it is recommended to state the action being taken
  2. IF this step is conditional, set the condition(s) accordingly.
  3. Set the Action
    1. Stop on this action
      Alert
      by default this will be checked when Action = Set Payment Processing Account
      1. Checked - no further actions will be taken
      2. Unchecked - if there are multiple actions created, the system will continue moving forward with the remaining actions
    2. Delete Action button - this will remove the action
      1. a confirmation popup will display
      2. yes - the action will be deleted
      3. no - the popup will close and take you back to the interactive settings configurator
    3. Action Drop Down, select Set Payment Processing Account
    4. Account
      1. dropdown will display all payment accounts created in system - without filter
  4. Click Close to save changes and exit popup

Use Cases and Example

You may want to consider using Set Payment Processing Account as an action if have an offer that specifically needs to be paid through a separate payment account. You can also use this along with conditions to set apart test cards to always process via test payment accounts.




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Revised 5.19.2025