Upgrade your Magento integration

Overview

Affirm now offers the following features using the new data-page-type attribute in the Affirm promotional messaging:

• New promotional messaging components that respond dynamically to your unique financing programs such as longer terms (18, 24 and 36-month repayment terms) and 0% APR promotions, with customizable messaging to personalize the consumer journey
• Our Prequalification flow within promotional messaging components to unlock purchasing power upfunnel while minimizing additional development work for your teams
• Our updated Affirm.js library, which includes Enhanced Analytics that provide consumer insights and enable A/B testing to keep your site optimized

This guide is for merchants using Magento who want to take advantage of the above features without upgrading their Magento extension (version 3.5.6 and up).

1. Connect to our sandbox

Perform this upgrade in your development environment connected to our sandbox. To connect your development environment to our sandbox, do the following:

1. Get your sandbox public and private API keys at https://sandbox.affirm.com/dashboard/#/apikeys
2. Sign in to your Magento admin portal
3. Go to System > Configuration > Sales > Payment Methods > Affirm
4. Keep Mode set to Sandbox
5. Enter the Public API Key and Secret Key (private key) you retrieved from the Affirm sandbox merchant dashboard.

2. Add Affirm.js

Add the Affirm.js embed code to the head of your global page template by doing the following:

1. Open MAGENTO_ROOT/app/design/frontend/base/default/layout/affirm/affirm.xml
2. Add Affirm.js and the Affirm configuration initialization in the global header

<layout>
    <default>
        <reference name="head">
            <action method="addItem">
                <type>skin_js</type>
                <name>js/affirm/promos.js</name>
            </action>
            <block type="core/text" name="affirm.cdn.javascript">
                <action method="setText">
                    <text helper="affirm/getAffirmJs" />
                </action>
            </block>
        </reference>
    </default>

3. Open MAGENTO_ROOT/app/code/community/Affirm/Affirm/Helper/Data.php
4. Add the following function

/**
 * Get affirm js url
 *
 * @return string
 */
public function getAffirmJsUrl()
{
    $apiUrl = $this->getApiUrl();
    $parsedUrl = Mage::getModel('core/url')->parseUrl($apiUrl);
    $domain = $parsedUrl->getHost();
    $domain = str_ireplace('www.', '', $domain);
    $domain = str_ireplace('api.', '', $domain);
    $prefix = 'cdn1.';
    if (strpos($domain, 'sandbox') === 0) {
        $prefix = 'cdn1-';
    }
    return 'https://' . $prefix . '' . $domain . '/js/v2/affirm.js';
}
/**
 * Get affirm js text
 *
 * @return string
 */
public function getAffirmJs()
{
    $affirmJs = '<script type="text/javascript">
    if (!AFFIRM_AFFIRM.promos.getIsInitialized()) {
        AFFIRM_AFFIRM.promos.initialize("'.  $this->getApiKey() .'","'. $this->getAffirmJsUrl() .'");
    }
    if (!AFFIRM_AFFIRM.promos.getIsScriptLoaded()) {
        AFFIRM_AFFIRM.promos.loadScript();
    }
    </script>';
    return $affirmJs;
}

See the following GitHub links:

• affirm.xml
• Data.php

3. Update Affirm promotional messaging

The Affirm promotional messaging HTML data-page-type attribute allows you to customize messaging in the future without development work. By default, promotional messaging on product pages have prequalification enabled, but you can work with your Client Success Manager to change this and configure additional customizations.

Adding the data-page-type attribute depends on which version of extension you're using and if you've added any custom work to it. The best way to add the attribute is to search for and locate the Magento template files that use affirm-as-low-as, affirm-product-modal, and affirm-site-modal to display promotional messaging. Add the data-page-type attribute corresponding to the template file where that promotional messaging component is placed:

Monthly payment messaging (affirm-as-low-as) usually display price-specific information (requires data-amount) and are typically used with the following data-page-types:

• category
• product
• cart
• payment

Since site modals (affirm-site-modal) do not display price-specific information, they are typically used with the following data-page-types:

• homepage
• banner
• landing
• search

If you don't pass data-page-type, the component will use a default setting.

4. Add the Confirmation Page function

When a customer completes their purchase, you can send their order and product information to Affirm for A/B testing, which will help you optimize your site. Send this information by adding the Confirmation Page function to your payment confirmation page. We only require orderId, total, productId, and quantity for A/B testing.

1. Open MAGENTO_ROOT/app/design/frontend/base/default/layout/affirm/affirm.xml
2. Add the following snippet at the bottom

<checkout_onepage_success> <!-- To add pixel for enhanced analytics -->
    <reference name="head" before="-">
        <block type="affirm/promo_pixel_confirm" name="affirm_pixel_javascript" template="affirm/promo/pixel/confirm.phtml"/>
    </reference>
</checkout_onepage_success>
<checkout_multishipping_success translate="label"> <!-- To add pixel for enhanced analytics -->
    <reference name="head" before="-">
        <block type="affirm/promo_pixel_confirm" name="affirm_pixel_javascript" template="affirm/promo/pixel/confirm.phtml"/>
    </reference>
</checkout_multishipping_success>

3. Add https://github.com/Affirm/Magento_Af.../confirm.phtml to your code

See the following GitHub links:

• affirm.xml
• Commit notes

5. Test and set live

Test your upgrade development in our sandbox and make sure all of your Affirm promotional messaging components display as expected. Also be sure to keep a copy of your Magento store and database so you can revert to the previous version in case there are any issues. After testing, connect to our live site:

1. Sign in to your live merchant dashboard at https://affirm.com/dashboard
2. Retrieve your public and private keys
3. In the Magento admin panel, go to System > Configuration > Sales > Payment Methods > Affirm
4. Set Mode to Production
5. Enter the Public API Key and Secret Key (private key) you just retrieved from the Affirm merchant dashboard

After you've connected to our live environment, you're ready to deploy to your production environment.