The report can output a maximum of 95 days’ worth of data.
Marketers can now copy their emails and master templates in a matter of seconds! There is a new icon on the Email Tool landing page that will allow you to easily copy an existing email from your list. As you can see below, after selecting the copy icon, all header information will be copied over, including the subject line, "Reply To" email address, and "Reply To" name. The email name will also be copied, with “Copy - N” appended to the name, where “N” is the number of times the emails has been copied.
The copy icon will also be available for master templates as well, allowing you to make copies of your existing master templates. The master template name will again have the “Copy – N” appended to it. Below you can see where the icon sits with the other three icons, to the left of each email and master template. Selecting the copy icon will bring you to the Email Editor section, with the header information copied over, as explained above.
Creating New Emails
When you create new emails and base it on an existing email, all header information will now be copied over, similar to the way the copy icon functions, as explained above. If you choose the “Create New Email” button, you will first be prompted to decide how to create the email. If you select “Existing Email,” then all header information will populate below that selector, including the subject line, "Reply To" Email Address, "Reply To" Name, and the email name. The email name will have “Copy – N” appended to it, where “N” represents the number of times the email has been copied.
Email Seed List
As of V15.7, you can add a seed list to the list of members receiving your email campaign. This allows email marketers to send the message to members of your corporate team, local store managers, and stakeholders. The editable seed list can be created on the fly by entering the addresses you wish to include, or by copying your list from a local file and pasting it into your seed list.
The seed list is created on the “Select Your List Filter” page that appears after choosing the “Select Lists” button on the “Email Editor” page. You will see the button labeled “Edit Seed List,” which will prompt a pop-up box with instructions on how to add to the list.
Email addresses added to this seed list will be excluded from campaign statistics. If your email contains substitution parameters, they will populate using the Paytronix defaults and will not represent actual member data, if it exists.
Once you have selected the filter, date, and time for your email, you will be brought to this final “preview” screen, where each section has a check box presented for approval. The check box pertaining to the filter or total list of recipients will now display both the number of recipients in your filter as well as the number of addresses in your seed list. As you can see above, there are four members on our seed list and, in the image below, the number “4” appears next to the “Number of seed list recipients” label.
In the latest release, Paytronix has implemented the following enhancements.
Mobile App Image Manager – Blocking Unreadable Area
When you’re uploading a background image or home screen image for your mobile application, you can now see where the top and bottom navigation bars will obscure your image before you submit them.
Geofencing Location Tracking
We increased the number of tracked locations per device from ten to twenty. This increases the level of data collection possible through our location-based geofencing messages.
Campaign Message Templates Improvement
If you include special characters (including ampersands and less-than symbols) in your push, pull, or SMS messages, our system will now automatically convert the character from plain text to its HTML encoded value. This will help ensure that your campaign is compatible with mobile devices and delivered without issue.
The special character will be edited upon submission of the template. For example, if you write the following push message: “It’s that time again – come on down for fajitas & margaritas!” Upon submission, the ampersand will be automatically reformatted in the template. Instead, you will see: “It’s that time again – come on down for fajitas & margaritas!” Don’t be alarmed by the technical change.
We are continuously adding to our suite of responsive, mobile-friendly customer-facing webpages. These webpages ensure that your customers will have a pleasant experience logging in, checking their balance, joining your eClub, and more on their smartphones and tablets.
The following pages are now available:
Paytronix customer support representatives now have a simple tool for moving your responsive customer website from our test server to our live server.
Looking to switch your customer portal to our responsive, mobile-friendly pages? Reach out to your technology consultant to learn more.
Updates to Phone Number Filter
You can now filter your customer database by the presence (or absence) of mobile phone number, home phone number, or fax number. This will help you target all members of your programs that either have or have not submitted this information to you.
We discovered that some our clients were not able to access our business intelligence (BI) tools, due to incompatible firewall and router settings. These settings blocked the connection to the port through which the dashboards are accessed. As of this release, we have changed the URL and the port, which will allow our clients to access our dashboard suite. You should not have to change any security settings in order to gain access.
If you find that you still cannot access the BI dashboards and analyzers, please open your firewall settings and make an exception for both IP addresses listed below:
Dashboards are available on the merchant home page under Report Center on the left navigation pane.
CSR Wallet Adjustment Detail Report
Paytronix has added a new CSR Wallet Adjustment report. This report provides details on merchant users who are adjusting wallets on accounts. It also includes the username of the CSR that made a particular adjustment, accounts affected by the adjustment, comments recorded during the process, the store associated with the adjustment, and more. This report will provide a great indication on how and why wallets are being adjusted by your staff.
You can find this report under the Key Reports section of the Report Center. If you are unable to see it, ask your technology consultant to provide you with the necessary permissions. Users can apply date range, store, card template, and wallet filters.
The report can output a maximum of 95 days’ worth of data.
Loyalty Reward Redemption Summary Report
In our latest release, we have updated the Loyalty Reward Redemption Report. Previously, the report’s summary table displayed rewards redeemed and expired in a single cell. Now, the report will display rewards redeemed and expired in separate columns. This change will provide details on which rewards are actually being redeemed by guests versus expired by the system or a campaign. It provides a helpful barometer through which redemption rates can be measured.
We have added a fantastic comment view feature on the Customer Transaction History page. This feature allows merchants to view historical wallet adjustments and associated comments, giving CSRs a useful snapshot of a member’s activity over time. To see the comment view, simply select Comments View at the top of the page, to the right of the Detailed View.
1. Third-Party Library Software