This feature is currently not supported in Internet Explorer version 9 and earlier.
Insert Substitution Parameters into Emails Using the WYSIWYG Tool
This feature makes sending emails using Paytronix software even easier. Users can insert dynamic content into the body of editable text regions using a simple drop down and select system, rather than adding code in the Advanced HTML tab.
This feature is currently not supported in Internet Explorer version 9 and earlier.
Approval Window for Local Store Marketing
An approval window can be set for Local Store Marketing so that when a user requests message approval, there’s a minimum amount of time between when the request for approval is made and the scheduled send time. This will allow those slated to approve messages a minimum amount of time to do so.
The user will see an error message if they attempt to schedule a send time that’s within the minimum approval time. For example, if they are attempting to schedule a send for 2PM at noon, the system will display an error and automatically bump the send time out to a time beyond the approval window.
If you would like to add an approval window for your local store marketing setup, please contact your technical consultant.
Billing for SMS Messages
All outgoing SMS messages will be billed through the usual means. This includes Check-In Replies, Help Message Replies, Stop Message Replies, Text-to-Join Replies, Opt-In Confirmation Replies, and Guest and Admin Real Time Rule Messages.
New Enrollment Source Filter
A new account filter is available to all clients: Enrollment Source Filter. This new account filter will segment and report data based on method of loyalty activation. Clients can use this and the Registration Source filter to grasp a complete profile of all enrollment methods in the loyalty program to gain insight into which methods are preferred by guests.
Status and Notification Alerts
Have you ever wondered what your campaign is doing after you hit the submit button? If you have, then you will love the new campaign tool features that provide users with notifications and the progress with adjustments and messages. Here are some of the features:
The enhancements are based on all campaigns that are run including “Now,” “Deferred,” and “Recurring.” Once a user clicks submit, he will be taken to a new Campaign Status page. This page refreshes every five seconds. If the campaign has not yet started, the user will see the status is “Not Started” (Figure 3). This means that the campaign is in the queue waiting for other campaigns or scheduled bulk activities to finish.
Once the campaign starts, the status will change to “Active” (Figure 4). You will see all optional aspects of a campaign as separate rows. In this example, the campaign makes both wallet adjustments and sends email messages. The first step in campaign execution is to run the campaign filters to find all matching accounts.
After the filter runs, the status page will indicate progress with adjustments (Figure 5). You will see this page updating in quantum of 500 because the system adjusts 500 accounts at a time.
When the adjustments are completed, the system, if applicable, will move on to sending email messages, SMS messages, and/or push/pull notifications (Figure 6). You will see the progress for each message type in rows added to the table depending upon the messages included in the campaign. In Figure 5, email is the only message type in the campaign. If SMS were a message type in the campaign, a new row would display the status of the SMS messages.
When all the elements of the campaign are completed, the status will be marked ‘Completed’ and all rows will become green (Figure 7).
You can move on to other tasks once you see the Campaign Status page. At this point, the campaign will be scheduled in the system and it will execute. The system will create notifications when the campaign has started and when it is finished adjustments. These notifications show up below the top navigation bar with “Home,” “Help,” and “Logout” along with “Report Notifications.” Similar to Report Notifications, there will be a hyperlink that will take you back to the status page so you can follow the progress of adjustments and messaging (Figure 8).
1. Notifications are based on your user’s cache, which updates every 60 seconds. This means that it may take up to 60 seconds for you to see a campaign notification of any kind. We will improve this timing to be more responsive in a future release.
2. Notifications are erased once you click on the status page and see the status of “Completed.” In addition, campaign notifications are deleted at the end of each business day so that they do not irritate users.
Campaign Statistics Page Updates
We have separated the number and percent fields to make copying and pasting tables easy for the user (Figure 9).
If you’re launching a mobile application with Paytronix or intend to update your current application, you can now use our self-service image upload tool to submit your required images – from home screen images, to background images, to “I Have a Card” / “I Need a Card” buttons and more.
The tool will validate your images as you upload them, and allow you to download your full package once your submission is complete.
When you submit your image package, the Paytronix integrations team and customer service team will be notified. You will also receive an email receipt of your submission in real-time (Figure 10).
Responsive Guest Website
We are continuing to expand our suite of responsive guest websites. As of V14.17, the following pages are now available:
To take advantage of these new features, please reach out to your technology consultant.
Attach & Combine Cards Update
Often times two guests-a husband and wife, for example-want to combine their cards to create one central account. In the past, guests would have to first attach their cards and then combine them in a separate transaction. The last step could sometimes be missed by the guests. In order to combat this issue, a Technology Consultant can set a new parameter that will automatically combine cards if they are attached by a guest or merchant CSR on the web portal. The new mechanism removes the current two-step process. This new flow will conduct attach and combine all in one flow altogether. This form of combine on attach will occur if the following criteria are met:
CSR Transaction History
Paytronix has added two options to the Transaction History page. Merchants can expand transaction history for additional transaction details. This page now contains two viewing options: guest view and detailed view. The detailed view includes additional data, including cashier number, terminal number and all wallets affected by the transaction.
There are no changes to the guest view; this is what CSRs and guest have seen historically through the merchant and guest portal (Figure 11).
Detailed View (New!)
The detailed option is only available for merchant CSRs and not for guests of the loyalty program. The detail view (Figure 12) displays cashier number, terminal number and all wallets affected by a specific transaction. The detailed view will allow CSRs to view the transactions in detail. In the past CSRs would need to run a Card Activity Detail Report to ascertain this information. With the detail view, CRSs can now diagnose and review transactions in detail without running a report.
As of V14.17, you can run concurrent eGift promotions. This will allow you to give your guests different eComp amounts when they surpass various thresholds. For example, you could give your guests $10 for every $100 loaded on the card and when they surpass $250, you could give them $25!
Image Code Now Available in the Web Card Sales Reports
A new eGift Image Code column is available in Paytronix’s Web Order Fulfillment Detail report. This will enable you to track the most popular card faces that are selected by your eGift purchasers.
PowerMTA Bulk Email Sending
We’ve updated the way our system interacts with PowerMTA. If a connection cannot be made, the system will sleep for a period of time and then retry to connect automatically, rather than aborting the process completely. The default settings for this are:
Adding X-virtual MTA email header in bulk email messages
This feature will enable our email infrastructure to automatically or manually switch over our MTA to a backup system in the case of hardware downtime.
Real-Time Rule Message Reporting
As of V14.17, we have developed infrastructure to enable reporting for real-time rule messages. We can now track opt-out and opens related to specific real-time triggered messages. These metrics will be reported via a real-time message dashboard that is included in an upcoming release.
Update Email Headers
Merchant ID and Campaign Occurrence ID have been added to email headers. These changes will help us track specific emails by merchant.
Configure User Fields by Card Template
If you have considered or are currently running multiple card templates for eClub and loyalty, for example, this is a great feature to utilize. Clients with multiple programs can now brand and ask or set questions (known as user fields) by unique card templates. In the past, all user fields were inherited from one master specification page, but as of v14.17, clients can set user fields by each card template, meaning clients can set fields, alter question content, and change the field order. This will enable clients to differentiate their distinct program registration and edit account pages.
1. Third-Party Library Software