Summary: This training will guide you through the process of setting up additional methods of payout for Bonus Bin beyond “ACH” or “Check” which are default payout options. Such additional payout methods might include or be similar to “Paypal”.
Step 1: WorldVu Dashboard
Log into WorldVu Dashboard
Step 2: Bonus Bin Menu
Click on the System Tab > Bonus Bin > Settings
Step 3: Adding New Payout Methods
On the “Payment Methods” page, click on the “Add New Payout Method”.
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Step 4: Adding Basic Field Information
On the “Payout Methods” page:
- Add the information to the “Basic” fields. Note: You will need to return to this page later to add the “Allowed Export Method” once you have created it later in this training.
- Click “Save”.
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Step 5: Adding Profile Fields
Click on “Profile Fields”
- Add the unique fields required for the payout method you are adding. Note: No spaces can be in the name field.
- Click “Save”.
- Payout method “Configuration” does not need modification.
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Step 6: Adding the New Export Method
Click on System Tab > Bonus Bin > Settings.
- Click on the “Export Method”.
- On the “Export Method” page, click on the “Add New Export Method”.
- On the “Basic” page, add the name and description of the new payout method and select “Flat file” as the Type.
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Step 7: Editing the New “Payout Method”
Return to the “Payout Method” basic page. Click on System Tab > Bonus Bin > Settings.
- Click on “Payout Methods”.
- Click on “Edit” for the new payout method.
- On the “Basic” page, click on the new payment method located in the “Allowed Export Methods” box. It will highlight the color gray and will become active once you save your changes. Note: By completing this action you allow the system to open the “Config” settings on the “Export Method” page necessary to complete the new payment method set up.
- Click “Save”.
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Step 8: Completing the Configuration of the new “Export Method”
- Click on System Tab > Bonus Bin > Settings.
- Click on “Export Method”.
- Click on the “Config” to go to that page.
- Add the appropriate information in the fields.
- Add the appropriate “Delimited File Configuration” fields which will include the unique fields you created earlier in the “Payout Methods” page. Click on “Add Field” to add the fields and use the information in the “Available Fields” section. Expand by clicking on the “+” symbol. Enter the name of the field in the first box and copy exactly what is in the brackets (including the brackets) into the second box. Note: Under the “Payout Profile” > “Fields” you’ll find the unique fields you created earlier.
- Once everything is entered and set up correctly, click “Save”.
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Step 9: Reviewing the New “Payout Method” Set Up
Verify the information is correctly entered for your new payment method. Go back into the “Payout Method” by clicking on “Edit” and review all the information and settings. Repeat this process for the “Export Method”.
We hope this helps. Check out our other training posts for additional assistance.