Credit Card Vaulting

1.  Log on to the PledgeMaker application.

Add a PledgeMaker application menu button to your ClearView navigation menu by adjusting your navigation settings.  If you do not have permission to adjust your navigation menu settings, contact your ClearView administrator or our Client Services department for help.

2.  From the PledgeMaker Home menu, click Prospect

Alternatively, you can click the Prospect button on the PledgeMaker navigation bar.

• The Prospect Search window displays.

3.  Enter search criteria in the appropriate fields and click Search.

If multiple results are found, a list of potential prospects display. If only one result exists, the prospect record opens immediately. If results do not exist for your search, a prompt appears on the bottom left corner of the screen indicating prospect records were not found.

4. Once you have found your prospect, select Gift from the side PledgeMaker menu. 

•  A Gift History screen displays.

5. On the Gift History screen, click New to create a transaction record. 

• A Gift Add screen displays.

6. Enter all the necessary transaction criteria and click OK. 

•  A Payment Method screen displays. 

7. Enter a payment code related to the card type , or to see a full list of existing codes on the Payment Method by Code screen, click the button next to the payment field. 

8. Enter the amount of the transaction in the Total Amount field.

The window changes to display fields related to the credit card transactions as soon as you select another field.

9.  Enter only the last four digits of the credit card number in the Credit Card # field.

10. Enter the credit card's date of expiration in the Expiration field.

11. An Entry button and a Token button appear next to the Credit Card # field.  

The two buttons display next to the Credit Card # field as soon as you click another field.

12. Click the Entry button to access the Valuting Entry screen.

13. Enter the credit card number in the available field  and click the Submit button to accept your entry, Cancel to stop the vaulting process or Reset to clear the field.  

Make sure that the last four digits of the entered account number matches the Partial # displayed

 If successful, a Token is generated and assigned to the Partial #. 

 If unsuccessful, the Token is not generated and you have to re-enter the credit card number correctly. 

14. Click the Finish button to process the card number for tokenization, or Cancel to stop the process. 

• A Thank You screen displays. 

You may close the Vaulting Entry screen once you reach the Thank You screen, but be careful not to close the screen hosting the PledgeMaker application.

15. On the Payment Method screen, click the Token button and the field populates with the appropriate number.

16. Click OK to save the transaction.

The prospect's full credit card number is never stored in PledgeMaker. The only place the credit card number exists after tokenization is within the vault. When a transaction is sent for validation, only the tokenized number is sent.

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1.  Log on to the PledgeMaker application.

Add a PledgeMaker application menu button to your ClearView navigation menu by adjusting your navigation settings.  If you do not have permission to adjust your navigation menu settings, contact your ClearView administrator or our Client Services department for help.

2.  From the PledgeMaker Home menu , click Batch. 

•  The Batch Processing menu displays. 

3. Click New Batch to create a Batch header. 

•  The Batch Add screen displays.  

4. On the Batch Add screen, enter in your totals and click the OK button.

• The Manual Batch Number Entry screen displays.

5. Enter a unique number for your Batch.  

6.  Click OK to save.

7. Return to the Batch header by:

•  Clicking Existing Batch - This option triggers a search screen to display. Use this feature to find any existent Batch set in the PledgeMaker database within set parameters if you desire. 
•  Clicking My Last Batch - This option returns you to the most recent Batch process you modified.

8. Once on your newly created Batch header, click the Details button to enter your transactions.

9. Click the following buttons  to enter your transaction amounts by type:

•  New Event - An Event can be added using this menu.
•  New Order - An Order can be added using this menu.
•  New - Gift or Membership transactions can be added using this menu.

 For Membership transactions, make sure to choose Membership Transaction from the transactions drop list to register it appropriately.

10. When you enter your credit card transactions, the screens change accordingly to allow you to enter a credit card number. Only enter the last four digits of the number in the credit card field and then click OK.

11. Once all the transactions are entered, click close and return to the Batch View screen.

•  The Batch View screen displays updated totals and two new buttons appear, Entry and Token. 

12. Click the Entry button to access the Vaulting Entry screen.

13. Enter the credit card numbers in the appropriate fields on this screen. 

Make sure that the last four digits of the entered account number matches the Partial # displayed.

14. Once entered, click the Submit button to accept the entries, Cancel to stop the vaulting process or Reset to clear all fields. 

15. Once you Submit your entries, a Token is generated and assigned to each Partial #.

16. Click the Finish button to save the process, or Cancel to stop the process.   

•  A Thank You screen displays. 

You may close the Vaulting Entry screen once you reach the Thank You screen, but be careful not to close the screen hosting the PledgeMaker application.

17. On the Batch View screen, click Token.   

PledgeMaker collects all Tokens associated with each transaction entered in the Vaulting Entry screen. 

• A Batch Token Retrieval screen  displays and shows the results of the retrieval process:

  • Number of details submitted: A total count of submitted credit card entries. 
  • Number of tokens retrieved: A total count of retrieved Tokens successfully generated for each transaction.
  • Row with no token found: A total count of transactions without a generated Token.

If a credit card does not have a token generated, you can return to the Vault Entry screen by clicking Entry. The Vaulting Entry screen displays any remaining credit card transactions that have not been tokenized. Fill in the remaining fields, and click Submit. Once you return to the PledgeMaker screen, click the Token button. 

18. Click OK to save the Batch transaction. 

For more in-depth information about the Batch process, please refer to the About Batch Processing guide.

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How does this work in ClearView CRM?

Currently, ClearView CRM only processes credit card transactions in batch. When a card is entered during batch detail entry and processed, the number will go through our vaulting process. This adheres to PCI compliance standards. 

How does Credit Card Vaulting affect the Credit Card Status Report?

Vaulting will not change the Credit Card Status report.  You will be able to access and run the report as you always have.

When does charging occur?  When does settlement occur?

Because the processing of credit cards will be changing, charging and settlements will occur at the same time as they do now.

Have additional questions?

Contact Client Solutions for help.