Test PB Collection: FTE

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These steps need to be followed in the order provided to setup a Credit Card Survey. Make sure your survey contains an e-mail question. The Question Type must be "E-mail" to be a valid e-mail question. Move the survey to a unit which accepts Credit Card Payments.

Payment questions / Credit Card questions are a special type of question that is used in the ANR Survey Builder in order to accept payments and calculate total amounts. They are required for accepting payments.

Occasionally there will be instances where a customer asks for a refund. Getting a refund processed is simple, and not very time consuming. Refunds for units in the Plant Sciences Department are processed by Heather Kawakami, while refunds for everyone else are processed by Janene Iorga.

Even more important than adding a credit card question, is understanding the best way to organize your surveys for credit cards. Here are some quick suggestions. Do NOT add a question on your survey asking for credit card numbers, expiration, etc.

Credit card survey results are very similar to regular survey results, with two differences. First, there is a column added called, 'Payment.' This column will display the status of a credit card charge, as well as the total payment for a successful charge.

Once you have started a credit card survey, and added credit card questions, the next step is to move your survey out of test mode by getting it authorized. Authorization of your credit card survey is handled by an individual identified as being responsible for credit cards in your functional area.

The first step in accepting credit card payments via the ANR SurveyBuilder is to ensure that your unit is authorized to make these transactions. It is important to note that individuals cannot accept credit cards, but units/groups can. Units are tied to websites in the SiteBuilder.

Creating a survey couldn't be easier with our recently redesigned survey system. Once the survey list is accessed either through your portal or site builder site, you can easily create a survey by clicking the "Add Survey" link.

UC ANR allows many of its offices to accept credit card payments on-line in a secure, approved and controlled process. These credit card payments are accepted through the UC ANR SurveyBuilder system. Access to the survey system is either through the ANR Portal, or the SiteBuilder.