regonline uc berkeley pat buckley – credit card coordinator billing and payment services 1

RegOnlineUC Berkeley

Pat Buckley – Credit Card CoordinatorBilling and Payment Services

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Agenda•Overview• Samples• Pricing•Other Information• Setup Process• Email Confirmation• Resources

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Overview• UC campus-wide online event management solution for credit card

acceptance.

• Contract is managed by UC Office of the President – Banking and Treasury Services.

• May require limited technical support (linking to HomePage and Payment Gateway).

• Will require review of quick start guide and other self-paced tutorials (4-8 hours to develop understanding of application.)

• UC Berkeley departments utilize the application for:• Conferences• Classes• Forums

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RegOnline Sample - CED

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College of Environmental Design Home Page RegOnline Landing Page

RegOnline Payments Page

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RegOnline Sample - OLLI

Pricing – March 2014 thru March 2016

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Two Processing Options:• UC Berkeley Account

• On-going events, large dollar volumes• Process through CyberSource gateway and Bank of America Merchant Services• Requires PCI Data Security Standard Compliance

• Department Account• Infrequent and one-time only events, smaller dollar volumes• Direct settlement with RegOnline (Payment Gateway).

UC Berkeley Campus Department

RegOnline• Per Registrant• Card Processing

• $2.30• 0%

• $2.30• 3.50%

Prices subject to change.

CyberSource• Setup (one-time)• Auth• Settlement• Refund

• $100 • $.065• $.046• $.065

NA for all.

Bank of America Merchant Services• Credit Card Interchange• Other

• 2.0% - 2.4%• TBD

NA Range - weighted average

Coalfire – PCI Compliance Portal • $60 annually

Other InformationUC Berkeley Campus Department

Setup Timeframe 1 month 3-5 Days

Reconciliation Daily between RegOnline and CyberSource sales total.

Monthly between RegOnline and check payment totals.

Campus Deposit System (CDS)

Prepare daily CDS. Prepare monthly CDS.

Vendor Costs Monthly invoice paid through BearBuy.

Net from settlement check.

Revenue Settlement Paid through BAMS into UCB BofA account.

Monthly check sent to department

Chargeback/Retrievals Yes Yes

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Setup Process Summary – UC Berkeley Account

1. Consult with Credit Card Coordinator (CCC) Pat Buckley on appropriate processing configuration (UCB or Department account)

2. Complete and submit Merchant Setup Request form to merchantsupport@berkeley.edu

3. CCC will setup accounts and Id’s based on processing configuration.

4. RegOnline will send a Welcome email confirming creation of account.

5. Participate in RegOnline New User build training and review Quick start guide.

6. Build form or landing page. 8

Welcome Email

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Resources

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• New – Customer Portal – Help Center (check out: Getting started with the Active Customer Portal to get acquainted with navigating the portal to make it easier to find the resources you’re looking for)

• Live webinar Trainings: offers two live webinar trainings via Help Center:

Sign up for live New User Event Build Training – (Wed. @ 10am MST) Sign up for live Attendee Management Training – (every other Thurs. @10am MST)

• Tech Support is available Monday-Friday from 6am – 6pm MST. You can reach them via phone at 303.465.7597 option 2 or submit a Service Request via the Help Center www.regonline.com/SupportRequest

• RegOnline Blog: for news, discussion tips and advice• User Guide:

https://customerportal.activenetwork.com/Browse.jsp?id=2657f24c6760e67f3521a8e25cd9ca89