• If you are a new Customer to Moneris, follow the New to Moneris path.
• If you are already an existing Moneris Customer, follow the New to Moneris Insights path. 
• If you've already registered for Moneris Insights and are ready to begin, follow the Initial setup. 
• Once you're done, refer to the Next steps New to Moneris section.

1. Register for Merchant Direct, which is Moneris' online Customer reporting portal, providing you with financial reporting, transaction management functionality, and more.
   Note: Customers using the previous version of Merchant Direct will not have access to Moneris Insights. You will need to migrate to Merchant Direct and register for Moneris Portal before being able to access Moneris Insights.
2. Add the Moneris Insights service to your card-present or card-not-present payment processing solution. You can do this by contacting your Moneris Sales Rep, or by onboarding yourself via Moneris' self-serve portal available at moneris.com. [provide link to self-serve registration for MI]
3. Wait for the Welcome email to arrive confirming your order.
4. Log into the Moneris Portal (the link is provided to you through the Welcome email).
5. In the Moneris Portal, set up your devices and initialize your other portal access, e.g., Merchant Direct, Moneris Go, etc.
6. In the Moneris Portal, launch the Moneris Insights portal by clicking the Launch button on the Moneris Insights tile.
7. Select the Moneris Merchant ID to which you want to associate the Moneris Insights tool (it will be marked with the "Not subscribed" status).
   Note: This is applicable if you have multiple Merchant IDs associated with your account. If you only have one Merchant ID on your account, you will not be prompted to select a Merchant ID. 
8. Click/tap Sign up now on the Merchant ID you wish to associate with Moneris Insights.
9. Follow the Initial setup flow to get started using Moneris Insights.

Already an existing Moneris Customer, but new to Moneris Insights? Welcome! Follow the instructions below to begin harnessing the power of Moneris Insights to take your business to new heights.

Note: You need to have an active Merchant Direct account and access to the Moneris Portal to use Moneris Insights.
Note: For technical trial, the ordering flow will not be applicable. 

1. Contact your Moneris Sales Rep or follow the in-product subscription flow to order Moneris Insights.
2. Wait for the Welcome email to arrive confirming your order.
3. Login to the Moneris Portal (the link is provided to you through the Welcome email).
4. In the Moneris Portal, launch the Moneris Insights portal by clicking on the Moneris Insights tile. You are prompted to manage consent preferences for cookies.
5. Choose one of the following:
   • Moneris Insights: To accept all cookies, click/tap Select all. Proceed to Step 7.
   • To customize the cookies you wish to accept, click/tap Customize. Proceed to Step 6.
6. Review the cookies, disable the ones you do not wish to track, then click/tap Confirm My Choices.
7. Select the Moneris Merchant ID to which you want to associate the Moneris Insights tool (it will be marked with the "Not subscribed" status).
   Note: This is applicable if you have multiple Merchant IDs associated with your account. If you only have one Merchant ID on your account, you will not be prompted to select a Merchant ID. 
   
8. Click/tap Sign up now on the Merchant ID you wish to to associate with Moneris Insights.
9. Follow the Initial setup flow to get started using Moneris Insights.

• start setting up your sales and customer goals, begin at the Goals overview how you want to proceed from there.
• have a look at the Sales, Customer, or Competitor pages, begin at the Pages overview and select how you want to proceed from there. 

Access the Moneris Insights application through the Moneris Portal. Once you log in to Moneris Portal, you will be able to click/tap the Moneris Insights tile, which will launch the application. There are two different login paths based on the number of Merchant IDs you have associated with your account; both login paths are described below. 

Note: Refer to the Getting started with Moneris Insights topic if this is your first time logging in. 

Note: Prior to logging in to Moneris Insights, you must register for Merchant Direct set up banking info and become an active user. You must set up your user account in Merchant Direct so that the user permissions and roles you define can be applied to Moneris Insights. Visit the Merchant Direct support page for information on completing these tasks. 

Log in with a single Merchant ID:

1. From any screen in Moneris Insights, click/tap your user avatar in the top right corner of the screen.
2. On the menu that appears, click/tap Settings. The Change your preferences screen appears. 
   

1. On the Change your preferences screen, in the Personalization section of the page, click inside the Change the name that we use to address you field.
2. Enter your preferred display name into the field.
3. Click/tap the Save changes button.

This name will now appear the next time you view your goals or insights pages.

1. On the Change your preferences screen, in the Personalization section of the page, click/tap the English or French option under Set your preferred language.
2. Click/tap the Save changes button.

The page language changes, and the page now displays in your selected language.

Follow the steps below to change how you are notified when new insights become available.

Note: This set of steps assumes you entered a mobile phone number for SMS during your initial product setup as described in the Getting started with Moneris Insights topic. 

Moneris Insights provides valuable business insights, and can push notifications directly to your mobile phone number via SMS text. These notifications can also be viewed in the Moneris Insights application on the Insights page. This topic explains the push notifications, the inbox, and the contents of the Insights page. 

The Moneris Insights application maintains an inbox for notifications, similar to an email inbox. This section explains what you will see in the Inbox screen.

Note: The notifications are sent to your mobile device via SMS text. 

• Unread: This section of the inbox displays new, unread insight messages from Moneris sent to you. Click/tap on an insight to read its contents. When you are finished reading the message, close it by clicking/tapping the X in the top right corner. The insight message will be moved down to the Read section.
• Read: This section of the inbox contains up to three previous insight messages that you have read and closed. Older read messages are pushed out when new insight messages are read.

To view the notification right away:

• When the notification appears as an SMS notification, click/tap the link provided in the notification.

Under the Highlights tab in the Weekly recap section, the following data is displayed: 

• Sales: This section displays your gross total sales from the previous calendar week, a pill containing the percentage increase or decrease from the previous calendar week, and the sales forecast from the previous calendar week.
• Customers: This section displays the number of new Customers who paid with credit/debit cards processed on your Moneris device, the number of returning Customers who paid with credit/debit cards processed on your Moneris device, and the average transaction dollar value of new and recurring Customers. You can also see percentage increases or decreases in the pill beside each value.
• Competition: This section displays gross sales by your competitors in the previous week, as well as their average sale amount.

You are also presented with the option to view the previous week's highlights. If you wish to view the previous week's highlights, click/tap View now. 

Under the Performance tab in the Weekly recap section, the following data is displayed: 

• Highest sales day last week: This section displays the name of the day, e.g., Monday, the gross sales for the day, and the number of transactions processed on your Moneris device. To qualify as the highest sales, Moneris Insights is taking the gross sales dollar figure.
• Lowest sales day last week: This section displays the name of the day, e.g., Monday, the gross sales for the day, and the number of transactions processed on your Moneris device. To qualify as the lowest sales, Moneris Insights is taking the gross sales dollar figure.
• Other days: This section displays the name of the day, the gross sales, and transaction count for the other days of the previous week that did not qualify as either the highest or lowest.

This data can be used to identify days of the week where you might need to add extra staff or inventory to meet demand or to reduce staffing based on patterns you are seeing in the performance. You are also presented with the option to view the previous week's performance. If you wish to view the previous week's performance details, click/tap View now.Finally, there is a Your sales goals section at the bottom of the page which displays your current sales goal, as well as the ability to create create a new goal.