Setting up your Twikey environment is an essential step in streamlining your payment processes and ensuring a seamless experience for both you and your customers. Twikey offers a range of powerful tools and features that can be tailored to your specific needs, but proper configuration is key to maximizing its potential.
In this guide, we'll walk you through a checklist to help you configure your Twikey environment efficiently and effectively. From initial account setup to customizing payment flows, we'll cover the essential steps to ensure your Twikey integration aligns perfectly with your business goals.
Let's delve into the details to make sure your Twikey environment is perfectly configured to meet your needs.
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If for some reason something is not configured as it should be, please read our support articles or contact our support
GENERAL
[ ] Activate your preferred languages
[ ] Verify your type of agreements
[ ] Verify your creditor ID
[ ] Verify the prefix of your agreements
[ ] Verify the agent of the profile(s)
[ ] Verify the state of the profile(s)
[ ] Verify if the necessary profiles are linked to each other (in case a profile type 'contract' is activated)
PAYMENTS (if applicable)
[ ] Verify your account number(IBAN) and activated bank connection
[ ] Verify your payment branding
[ ] Verify your standard payment plan (if applicable)
[ ] Verify your failed payment strategy settings
INVOICES (if applicable)
[ ] Verify your invoices options
[ ] Verify your invoices payment page options
INTERACTION
[ ] Verify your 'Thank You' page settings
[ ] Verify your 'From' email
[ ] Verify your 'Support' email
EMAILS
[ ] (De-)activate your preferred mail templates
[ ] Verify the mail text and laguage per mail template
[ ] Verify the recipients of each mail template
SMS (only applicable when activated by Twikey support)
[ ] Verify your SMS text per type
OPTIONS
[ ] Verify your agreement settings
[ ] Verify your customer's settings
SIGNING
[ ] Verify your signing options (changes only by Twikey support)
ATTRIBUTES (if applicable)
[ ] Verify your attributes and the settings per attribute
MAIL SETTINGS
[ ] In case of Twikey SMTP - Ccheck SPF & DKIM configuration and perform a test to save the settings
[ ] In case of own SMTP - Check your credentials and perform a test to save the settings
BANK
[ ] Verify if you have an activated bank gateway within Twikey (if applicable)
PAYMENT SOLUTIONS
[ ] Verify if your Payment Service Provider has been activated (multiple by Twikey support only)
[ ] Verify your payment methods within your PSP
[ ] Verify your Direct Debit settings within your PSP (if applicable)
DUTCH INTEGRATIONS (only applicable for Dutch customers)
[ ] Verify if Digitaal Incassomachtigen (DIM) is activated on the applicable profile(s)
[ ] Verify if Ideal by bank is activated (if applicable)
OTHER INTEGRATIONS
[ ] Verify if your preferred integration(s) is/are activated (email/accounting package/add-on)
[ ] Verify if the configuration of the 3rd party integration(s) is correctly configured
[ ] Perform a test on each activated integration
[ ] Activate the free bank-switching service (only applicable for BE customers)
TEST & VALIDATE
[ ] Execute a validation test to ensure all requirements are met