Welcome To The Training Portal

1. If you have been granted Administrator access you can log in at: https://cocardagent.enrollandpay.com/ 

• • Use your email address and password for login credentials
  • Click the Admin tab on the left sidebar and you will be directed to the configuration options.

2. Click Configure representatives and then new representatives 

• Fill out all fields
• Click Merchant Admin and Sales in the bottom tabs then Save
• You have now successfully set up an agent in your coalition portal

3. You have been successful if you see this sample screen.

• Your agent will receive a confirmation email
• At this point they can access their account using the temporary password and start to board merchants

1. Please log in to your CoCard Sales Partner account at: https://cocardagent.enrollandpay.com/

• • Use your credentials and click Merchants on the left sidebar, then click New Merchant.

2. Fill out all fields in the Add Merchant section.

• • Please Note: As we are providing the platform free to your merchants for a 60 day period all numeric fields will be zero until such time as we start billing.
  • Enroll & Pay will look after the billing and will remit to CoCard on a monthly basis.
  • Once all fields have been populated please click Save.

3. You will receive a confirmation email.

• • Please click Launch Your Loyalty Program Now to configure your merchant’s loyalty program.

4. The window below will now be presented to you so you can configure the merchant’s loyalty offer construct.

• • Please ensure all fields are populated entirely before clicking to next steps.

5. At this point you will be presented with 3 options.

• • The most common approach is cash back so for the purposes of this example that is what we have chosen.

6. At this stage of the setup process you are simply determining the percent cash back for future purchases at the merchant location.

• • Method to communicate to customers (CoCard merchants will always use phone #) and program name.
  • Once these fields have been populated please click Next.

7. This is the instant enrollment offer which the merchant will extend to consumers in return for them enrolling in the merchant’s program.

• • For this example we are using an instant cash discount off the first purchase.

8. For this example we have chosen to extend an immediate 5% discount to the consumer in exchange for their enrollment.

• • You can cap the reward if it is warranted or requested by the merchant.

9. The merchant can choose to ask a review questions.

• • In this example we have chosen “How was the service today?”
  • It can be answered with a thumbs up/down or a 5 star approach.
  • This question will appear on the payment device upon conclusion of the transaction and will also be displayed in the e-receipt that the consumer receives post transaction.

An email will be sent to both the CoCard Sales Partner as well as the merchant confirming success of the configuration process. (Agent email sample below)

Sample merchant email

10. Configure your PAX A series.

• • Download the Enroll & Pay app onto device.
    • Enable Pre-Authorization, Refund, Void Refund, Void Pre-Authorization, and Completion.
    • If the Merchant is a restaurant – enable tips.

11. Download Enroll and Pay App to Terminal:

• • Download Enroll & Pay – CoCard. Version 2.17.
  • Install and Open the application.
  • Obtain a 7-digit code on the blue screen.
  • Visit the URL shown on the terminal screen to add the terminal to the merchant location. (portal.enrollandpay.com/#Authorize)

1. Log in to your merchant account and click offers on the left side, then click new offer.

2. Please choose an internal name and proceed to fill out all fields.

• • POS Ident only for semi integrated.
  • Once all fields have been populated you will see an overview of the offer. (sample below)
  • In this example we have chosen to offer 50% off all purchases between $10 and $100.