Set Up Marketing 360® Payments Using the Mobile App

Setting up Marketing 360® Payments is a simple process that you can complete in as little as 15 minutes, right from your phone! The complete Payments setup process consists of four parts: 

1. Activating Marketing 360® Payments: Activate the Payments app within your Marketing 360® Account
2. Filling out an application: Complete the Payments application and submit key business details to be approved for our Payment processing tools.
3. Syncing your bank account: Sync the bank account where you would like to receive payouts to the Payments app.
4. Running a test transaction: Make sure you are receiving transactions in your bank account. 
   
   

Note: You can only sync one bank account to your Payments App, and it must be a checking account that accepts both debits and credits.

Need help setting up Payments?Contact our Payments support team at 855-462-3343!

 

Step 1: Activate Marketing 360® Payments

Marketing 360® Payments is available to anyone with an active Marketing 360® account. To activate Payments, complete the following steps.

 

1.) Open the Marketing 360® Mobile App and select Sign In.
*Don't have the mobile app? Learn how to download it here.

 

2.) Enter your email and password, then tap Sign In to continue. 
*If it's your first time signing in, accept the terms and conditions by clicking the blue Accept button.



3.) Verify you have the correct account and select Continue to App.

4.) In the App, select Settings in the lower right corner, then scroll down to select Open in browser.
*If the browser view does not automatically open, enter your username and password again to log in.
 

5.) Select Payments to begin the payments account setup process.

 

6.) Tap the check box to accept payments terms and conditions, then select Unlock Payments. 

 

Step 2: Filling Out an Application

Next, you will need to complete an application to use Marketing 360® Payments to confirm your business details. Follow the instructions to complete the required fields and enter your business details. 

Need help? Contact our payments support team at 855-462-3343!

7.) Select your business type then tap on Continue. 

8.) Enter your personal details, then click Continue. 

 

9.) Enter your professional details then click Continue.

 

 

10.) Verify your personal details and select Submit.

 

 11.) If the account is approved, you will be taken to the Payments app. 

 

Step 3: Syncing your bank account

Next, you will begin the steps to link your bank account to Payments so you can receive payouts. 

Note: You can only sync one bank account to your Payments App.

Need help? Contact our payments support team at 855-462-3343!

12.) To get started, click the hamburger icon (three lines) to the left of Payments, then select Settings.

 

13.) Click on Bank Accounts & Scheduling. 

 

14.) In the bank accounts section, tap on Add.

15.) Click on Securely Link Bank Account then click on Get Started. If you would like to manually add your bank account, click on the link next to Prefer to manually link your account. If you want to manually connect your bank account, skip to step 18.

16.) Select from the pre-populated banks. If you do not see yours, use the search bar to search for it. Then, tap on the bank name to select it. 

 

 

17.) Enter the Username/ID and Password you use for your online banking to securely link your account.

 

18. Enter an account manually. 

Here is where you select either an individual or business account type, then enter the routing and account numbers to link an account. Then, click Add Bank Account. 

 

19.) Once either method is completed, the connected account will appear here. 

 

 

 

Step 4: Run a test transaction using the Marketing 360® Mobile App 

Need help? Contact our payments support team at 855-462-3343!

1. Open the Marketing 360® Mobile App on your Mobile Device. Don't have the mobile app? Learn how to download it here.
   
   
2. Navigate to the Payments page, then click One-Time Payment. 
   
   
   
   
3. Enter the one-time payment amount via the one-time payment calculator. Click on the amount you want to charge ($1 works), and then click the + button. 
   
   
4. Click the blue Charge button at the bottom.
   
   
5. Click Add Card and manually key-in your payment information. Enter your email to receive a receipt.
   
   
   
   
6. After you have entered your card and customer details, click the blue Charge button to complete the payment.
   
   
   
   
7. Lastly, navigate to the One-Time Payments overview page in the Mobile App by clicking on Payments > One-Times in the navigation. You should see your transaction here.
   
   

 

Need help? Contact our payments support team at 855-462-3343!