Welcome to MINIBC! This guide walks you through the process of a standard MINIBC Recurring Billing and Vaulting application integration. If you have not purchased our application yet, you can do so here through the BigCommerce marketplace.
Once you've completed the purchase from the BigCommerce marketplace, you can follow the steps below to get started:
Book and prepare for your training call:
- Once you’ve installed and paid for the MINIBC application, you will receive an email confirming your purchase and directing you here for the next steps. To start, please book your initial training session here.
- A minimum of 48-hours before your training session, you'll need to add the following user – bcdev@beapartof.com – to your BigCommerce store with the Store Administrator user role and High-Risk permissions added as well. This will allow the MINIBC support team to activate your application and install the necessary support applications prior to your training call. These permissions can be reduced post installation if needed.
- In preparation for your training session, you'll want to choose/create a test product in BigCommerce that can be used for validation during the setup process. You'll also want to firm up your subscription frequencies with your team (if needed) so that during your training session these can be setup and not delay the processes that come next.
- If you have other data requirements such as product or subscriber imports, these will be discussed during this meeting and will be planned accordingly.
Post training task and processes guide:
After your training session, please follow the steps below to launch your store with MINIBC enabled:
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Please ensure the following items are configured in the MINIBC App Dashboard:
- Merchant Profile - Under Settings -> Merchant Profile, you'll need to fill in the provided fields to make sure MINIBC can send out emails on your behalf to communicate with subscribers.
- Gateway Setup - Under Settings -> Payments, you'll need to complete the entry of your primary payment gateway. You can find a guide to setting up our supported gateways here.
- Emails - Under Settings -> Notifications, you'll need to complete the setup of your communication to customers. For all our emails you can find general context here and you can also see our sample templates to get you started.
- Test Products -> Test products should be setup using your intended subscription frequencies (1-week, 1-month, etc) and rescheduling the subscriptions post creation to facilitate any payment or email validation. Creating smaller frequencies for testing is not advised.
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Checkout Options - Withing BigCommerce, under Settings -> Checkout, MINIBC requires a change to the Guest checkout options to make sure every customer that checks out gets assigned a customer id.
- Once you've completed the above, you'll want to reach-out to your trainer and let them know these tasks are completed. That will trigger the checkout validation phase.
- Checkout validation is where we'll enable MINIBC to start taking transactions on your store for the first time. Once enabled, we'll have you place two test orders; one for a one-time item and then another for the subscription test product configured during training. If both of these are successful our Interface team will use the test subscription account to validate your subscriber interface and make sure it works within your theme as expected.
- After the interface team has completed that work and you've reviewed it, it is time to go live. You'll be able to start taking transactions and new subscriptions with MINIBC right away.
Post launch:
After you're launched, the team will reach out to coordinate domain validation to ensure the deliverability of your emails to Google (Gmail) and Yahoo recipients. Should you need further assistance once that process is complete, you can open a support ticket here from our website.
Providing access to MINIBC:
BigCommerce supports allowing specific staff members permission to view and access different "Apps" on your store. Checking off the Recurring Billing & Vaulting By MINIBC application will allow other staff members to access the MINIBC application.
You'll find these options under Account Settings -> Users and within each user listed on your store.
Other Notes & Processes:
The below items are notes and/or a reminder for new customers. These may or may not apply to you as a new merchant. Should you have any other questions please reach out to us.
Subscriber imports and Product setup:
Subscriber Imports - If you'll be migrating with an existing subscriber base please disclose this during your initial discovery meeting. The sales team can then provide you pricing and instructions on how to prepare your subscriber data and any limitations that may exist for migrating subscribers from your prior platform.
Product Setup - For the majority of merchant, products setup consists of creating a shared option/modifier and having this shared element assigned to all products that need a subscription option. A rule on a per product basis will also be applied to configure the discount amount(s) for subscription. If you require assistance with this process please notify your trainer and we can discuss pricing for the process.
PayPal Support:
MINIBC supports the use of PayPal for subscription via Braintree only. If you're running PayPal as a stand-alone gateway it will need to be hidden on the "Add To Cart" modal and on your cart page. Please advise your training agent if you require our assistance to hide PayPal to make sure customers create subscriptions using only the supported payment methods.
Braintree Gateway Notice:
For merchants signing up for MINIBC that already have an existing Braintree account, note that your account needs to include API access to be compatible with MINIBC and our processes. Please make sure you have API access included with your account prior to your initial training session. Ask your trainer if you have further concerns or questions.