The first time you launch the Moneris Insights application on a mobile device or web browser, you will be prompted to do a minimal amount of setup. Follow the instructions below to set up Moneris Insights for the first time.

Note: It is recommended that the business owner or designated senior staff perform this initial setup.

Note: If at any time you make a mistake during the setup process, click/tap the Go back button to return to the previous screen as needed.

On your mobile device or web browser, launch the Moneris Insights application.
At the Let's start growing your business screen, click/tap the Get started button. The Terms of use page appears.
Carefully read the terms of use. Once you finish, place a checkmark in the I accept the terms of use checkbox, then click/tap the Continue button.
Review the business address and category information on the Confirm your information screen, then do one of the following:

If everything listed is correct, click/tap the Continue button. Proceed to Step 5.
If your information has changed (e.g., the address or business type), click/tap the My information has changed button. Proceed to the If your information has changed section below for instructions to change your business' information, then return to these steps and begin again at Step 1.

In the Set your preferred name screen, enter your preferred name in the field provided, then click/tap the Continue button.

Note: This name appears on the Goals screens, and on Sales, Customers, and Competitors pages each subsequent time you launch the application. You can choose to skip this step for now if you wish (by clicking/tapping Skip this step).

In the Get insights sent direct to your screen, click/tap the Set-up SMS Insights button. The Set-up Notifications screen appears.
Enter a mobile phone number in the Mobile phone number field.
Select your preferred language for these SMS notifications by clicking/tapping the English or Français options.
Log your consent to receive SMS messages from Moneris on your mobile device by placing a checkmark in the Yes, I want to receive SMS notifications checkbox.
Click/tap the Continue button. Moneris will send a verification code to your mobile phone.

Note: This verification code may take a few minutes to arrive. If you don't receive a code within 3 minutes, click/tap Send it again. Once you do receive the verification code, proceed to step 12.

In the Verify your phone number screen, enter the code sent to your mobile phone in the SMS Code field, then click/tap the Continue button.

Note: If you enter the code incorrectly, or if you time out click/tap Send it again.

Once your number is verified, the Sales page appears. You are all set to begin working.

If your information has changed

In the event that some aspect of your business has changed (e.g., a new business name), there are two methods to update your business info with Moneris: using Merchant Direct, or by speaking to Moneris Customer Care. Both of these processes are outlined below. Follow these steps to update your information with Moneris before completing your Moneris Insights setup.

Method 1: Use Merchant Direct Account Management

Refer to the Manage your account topic in the Merchant Direct Online help tool for full instructions on using the self-serve features in Merchant Direct.

Method 2: Contact Moneris Customer Care

Open a separate browser tab.
Go to moneris.com/support.
On the support page, scroll down to the Need Additional Help? section at the bottom of the page. The Contact page appears.
On the Contact page, you can choose to speak to a live agent or arrange for a call at a time of your choosing. A Moneris Customer Care representative will help you change your business information.

Moneris Insights - Getting Started

Procedure

Getting started with Moneris Insights

Moneris Insights - Getting Started

New to Moneris

Moneris Insights - New to Moneris

New to Moneris Insights

Moneris Insights - New to Moneris Insights

Initial Setup

Moneris Insights - Initial setup

Next Steps

Moneris Insights - Next Steps

Log In

Moneris Insights - Log In

Configure Moneris Insights settings

Moneris Insights - Configure Moneris Insights Settings

Moneris Insights - Access Configuration Settings

Moneris Insights - Change your Display Name

Moneris Insights - Change your Language Preference

Moneris Insights - Change your SMS Notification Settings

View Notifications

Moneris Insights - View Notifications

Moneris Insights - Push Notifications

Insights Inbox

Moneris Insights - The Insights Inbox

Insights Page

Moneris Insights - Contents of the Insights Page

Moneris Insights - Weekly Recap Highlights

Moneris Insights - Weekly Recap Performance

Log Out

Moneris Insights - Log Out

Related articles