Dial Customer Solutions Internal CS Wiki

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======= Testing the MID in KNK to make sure it is processing and works =======

1. Login to KNK: Using Admin Account

2. Go to “CRM” and then “Campaigns” in the left nav menu

3. Find the “Mid and Fulfillment Test” campaign at the bottom and click the blue “edit” button.

4. Go down to “Campaign Products” section and in the “Order” section in there, pick an existing entry and duplicate it with the dark blue Duplicate button.

5. This will take you to the “Create New Offer” screen. Here, change the “Gateway Account” to the new MID you added. Change the “Display Name” to match the name of the gateway/MID.

6. Click the green **“Create Product”** at the bottom

7. Go to “Customers” and then “Customer Service” to find our internal customer for the testing.

8. Use phone number **“4912301239”** to search for customer. Note this may change in the future. Ask if you need to know if it has changed.

9. Click on the customer name to open the customer and then click **“Create New Order”**

10.  Select “MID and Fulfillment Test” as the campaign for the new order.

11. Click “Start Call” and this will take you to the Order Entry page

12.  Make sure that this card is selected for now as it is the current test card.

13. In the “Select Products” section, find the new MID you added and increase the quantity for this to “1”.

14. In the “Other Information” section, in the “agent notes” put text that says it is a test transaction and then click the “Process” button to run the $1 test transaction on the MID to make sure it is working.

15.  If all is good, you should get to the “Order Summary” screen with status “Complete”. If you get an error, record the error message.

16.  Now we “Void” the transaction to save the $1. You can also “refund” if you do it 24hrs or more later. Click on the Order Number to take you the Order Summary/View Order page and use the “Actions” button to void or refund:

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