release notes paytronix...

1 | P a g e v 1 4 . 1 2 R e l e a s e N o t e s - C o n f i d e n t i a l

RELEASE NOTES PAYTRONIX v14.12

Release Date: Date Aug 2014

Release Highlights

Page

Geofencing

New Geofencing Feature Send mobile messages to your guests based on their location and account profile.

2

Local Store Charity Programs Charity Programs Wish your loyalty program could programmatically help you give back to

charitable organizations? The wait is over. Check out this new feature. 4

Messaging eClub to Loyalty Conversion Introducing an easier way to migrate eClub members to your loyalty

programwhile keeping data for the two distinct pools intact.

6

Click Through Tracking Keep an eye on your click through traffic with our new Campaign Statistics.

7

Account Filters Data Insights Support Segment your pool of guests with Data Insights-specific filters. 8

Relative Date Condition Filtering guests based on relative date criteria just got simpler. For example, finding all guest activity dates within the last 2 to 7 days.

8

Responsive Guest Website

Page Additions Manage Cards, Email Verification and more are now available on our new responsive pages.

8

Report Center and Dashboards

Account Code The account code (also known as the account ID) is now available in many of our reports.

9

Dashboard Page Redesign Check out the new user interface of our Dashboards page! 9

eGift

Substitution Parameter Improvement

The order date and item value substitution parameters are now available in the eGift Fulfillment Email.

10

CSR Improvements Recharge History CSRs can review the recharge history of a particular account through

Account Lookup. 10

REST API Updates New Endpoints, Encoding Updates and More

Check out updates to our REST API, including the ability to change a card’s status, trigger a geofencing message, and send special characters and accented letters.

11

Infrastructure

File Upload Improvements Changes to support more efficient file uploads. 12

Content Delivery Network for Static Images

Faster load times for static images and links in emails are coming your way!

14

Other Acknowledgments 14


GEOFENCING

New Geofencing Center

Merchants can now send location-based messages to guests through the merchant portal. Geofencing

messages surface on the lock screen of iOS and Android devices when an eligible guest walks inside the

virtual circumference drawn around your location.

To utilize geofencing with the Paytronix mobile application, clients must upgrade their application.

Geofencing will be available on the iOS platform by August, 2014. Android will follow in the fall of 2014.

Individual mobile applications will track up to 10 store locations – the first being the user’s specified

favorite store (or, if this does not exist, his or her enrollment store) and the nine closest locations to that

initial store.

Geofencing functionality is also available via the REST API (see page 10 for more details).

To begin, simply click “Geofencing Center” on the left navigation (Figure1). If you do not see the Geofencing

Center, contact your technology consultant. This center includes all of the actions that you’ll need to set up

the feature and deploy campaigns, including:

Settings, Reports, and Campaigns. Each section is

explored in more depth below.

Settings

The geofencing settings page (Figure 2) allows

you to configure your geofencing program at the

merchant-level, setting valuable restrictions on

the geofencing messages deployed to your

consumers. They are:

Minimum Hours between Messages: Set

the minimum hours that must pass between the

first message you send a member and the second.

For example, the input of “5” would mean that

five hours must pass between the first message

deployed to a member and the second.

Maximum Messages per Day: This is the

maximum number of messages you can send any eligible guest in a 24-hour period. Geofencing

messages should be used sparingly and effectively.

Geofence Radius: Here, you can set the radius length from the longitude and latitude point (in

meters). This radius you specify will determine the virtual circumference of your fence around the

store location. We recommend keeping the radius tight (approximately 1 mile) to increase message

relevance.

Figure 1. Geofencing Center Link


Campaigns

The Campaign section of the Geofencing Center will give merchant users an overview of their active

campaigns (Figure 3). Merchant users can drag and drop campaigns to change the priority of the campaign

– which determines which message should go first if an app user fits more than one filter profile.

Setting up a new geofencing campaign is quick and painless. Merchant users should simply click the “New

Campaign” button. On the campaign setup page, merchants can define the message they would like to send

in the geofencing campaign as well as the time of day, days of week, specific stores to which they’d like to

apply the campaign (Figure 4). The message can even include cardholder- or transaction-specific

substitution parameters.

Remember: Geofencing messages can be extremely potent if sent to the right segment of guests at the

right time. Pay special attention to make sure that the when matches up with the message being sent out.

Think of it this way: Would you want to receive a happy hour message when you drive by a restaurant at 6

AM?

Figure 2. The Settings page

Figure 3. The Campaigns page


Also, you can further segment your geofencing message to go to specific tiers within your card template

and to guests who have a particular wallet balance, answer to a custom question, or perk.

Reports – Coming Soon!

In a future release, you will be able to track geofencing campaign statistics, total messages sent by store,

and visits by age group with the help of a handy business intelligence dashboard. The dashboard will be

housed within the Geofencing Center.

LOCAL STORE CHARITY PROGRAMS

Charitable programs are a great method for companies to give back to the community and raise awareness

of its brand at the same time. The local store charity feature allows merchants to partner with local and

national charities of their choice and raise money for them through guest purchase behavior. For example,

a brand can donate $1 dollar to a nonprofit for every burger entrée purchased by its loyalty members.

Figure 4. Making a new campaign


Guests participate using their loyalty card to earn on behalf of their favorite charitable program(s).

Merchants create charitable programs on the Paytronix merchant website (Figure 5). Merchants can easily

add the various charitable organizations (such as schools, non-profit organizations, or foundations) to the

Paytronix system.

Merchants should contact their Technology Consultant for additional details.

Guests opt in to participate in specific charitable program(s) through the Paytronix guest website on the

account balance page (Figure 6). Guests can accrue dollars or specific products for the selected charity.

Figure 5. Setting up a new charitable program


Once the program has ended, restaurants can make a donation to the charity based on aggregate accrual

reports. Clients get detailed reports on each guest that participates in the program, including which

organization they’re donating to, products purchases, dollars spent, card number and more.

MESSAGING

eClub to Loyalty Conversion

Most marketers want to know how many of their eClub members they are converting to their loyalty

program. They also want to separate these two distinct groups of people – those who belong to the eClub

and those who belong to the loyalty program. Typically, marketers wanted to send emails to eClub

members with special offers to join the loyalty club without sending emails to those who have already

converted to loyalty.

This feature solves these challenges and makes it easy for marketers to determine their conversion rate

between programs.

Since this feature impacts card templates, your technology consultant will need to set it up for you. Here’s

how it works:

In a simple case, a merchant would have one card template for its eClub members and another card

template for its loyalty members.

Paytronix can set up the card templates in such a way that the system automatically tracks conversions

from eClub to loyalty and marks the remaining eClub account as “converted.” Conversion takes place when

an existing eClub member attempts to enroll in the loyalty program with the same email address. When

accounts in the eClub are marked “converted” the marketer can no longer email those accounts within the

eClub card template. But, they can send emails to them under the loyalty card template. This solves the

issue of having duplicate emails across eClub and loyalty.

The user experience,

1. Joining an eClub. If the user has joined the loyalty program and attempts to then join the eClub

with the same email address, a message would appear asking the user to login using their loyalty

program information.

Figure 6. List of charitable programs on the guest website


2. Joining a loyalty program. If the user is already an eClub member and completes the loyalty

enrollment process with the same email address, the system will mark the eClub member account

as “converted” and add the member to the loyalty card template.

3. Joining a loyalty program using the reverse enrollment link. If the reverse enrollment link is used

to prompt eClub member conversion to loyalty, the form will contain the email address on file. If

the user changes the email address in the form, the initial email address stored in the eClub card

template, will be marked “converted.”

To view the accounts that have converted from one card template to another, the merchant can run a

Guest Analysis report with filters set to target the “Source” card template and Account Status equal to

“CONVERTED.” In the eClub to loyalty example, the Source would be the eClub card template.

Click Through

Email marketers depend on click through in the absence of a point of sales integration to measure

consumer engagement with messages. We’ve added click through reporting to our campaign statistics to

accommodate the growing number of merchants that are leveraging the Paytronix system to host their

eClubs. We will add a click through dashboard to the available Dashboards within the next two months so

that merchants can view the unique and total clicks by link.

Setting it up

If you are a messaging client and would like to begin tracking email click behavior, please let your

technology consultant know. That person will enable the feature. Once the feature is enabled, the system

will automatically track all of the links that existing in your email templates.

What you’ll see

With this latest release, email marketers can see the number of unique clicks (Figure 7) each campaign

occurrence compelled along with a click through rate. See image below.

Number of Clicks. The number of unique accounts that clicked a link within the email.

Percent of Clicks. Of the total number of emails sent, the proportion of unique accounts that

clicked a link within the email.


ACCOUNT FILTERS

New Data Insights Tie

Data Insights clients can now send campaigns to banded and tagged accounts. As of V14.12, Data Insights

clients can create a campaign that targets specific bands or tagged accounts (Figure 8).

Banding categorizes guests by spend and visit behavior, giving clients an indication of guest

engagement with the brand. With the new DI Band account filter, clients can send campaigns to a

specific segment, increasing relevancy while measuring the effectiveness of the campaign.

Tagged Accounts – At times clients and strategists run ad-hoc queries using our Business

Intelligence tool. These reports generate guest segments for clients. The Tagged Accounts filter

imports the ad-hoc analysis for use in the campaign tool to send targeted messages to the guests

the client wants to target.

Relative Between Date Condition

It is now possible to set up a time filter condition that is within X and Y time increments in the future or in

the past (Figure 9). This new condition is available in the date of birth, anniversary date, enrollment date,

Figure 7. The number of clicks and click rate in campaign statistics

Figure 8. New Data Insights account filters.


registration date, date of guest information changes, date used, last stored value reload date, last guest

activity date, and gift card expiration date. Additional information on this filter includes:

Time increments available are day(s), week(s) and month(s).

The filter can only look at 13 months of past or future activity at a time.

X must be greater than zero and less than or equal to Y.

For example, clients can now create a filter that looks for birthdays within the last 1 and 2 weeks ago.

RESPONSIVE GUEST WEBSITE

The following pages have been added to Paytronix’s responsive guest website suite:

Manage cards

Email Verification

Challenges

Pull Message Center

We are continuing to expand the list above to include all of the features available in the non-responsive

legacy webpages. Please keep in mind that, in order to take advantage of the new responsive pages, all of

your features must be supported. Please contact us if you would like to learn more about how you can

implement this responsive design.

REPORT CENTER AND DASHBOARDS

Account Code Column Now Available

As of V14.12, the customer account code (also known as the account ID) is available in the Combined Cards,

Exchanged Cards, and Guest Analysis Reports. The Account ID is a great unique identifier, which supersedes

card number. This change will help clients with their own database keep track of unique accounts, rather

than relying on card numbers, which could be exchanged at any time.

Redesigned Dashboard Page

The redesigned dashboards page allows merchants to easily and quickly find the metrics they’re looking for.

Dashboards are now categorized by type, and can be collapsed or expanded as needed. A search function

has been built in to further facilitate quick finds. When a merchant hovers over a dashboard, a blurb

appears describing the dashboards function. Merchants can also return to saved reports, which are located

Figure 9. Relative date condition filter


under the “My Dashboards” header.

Save Public and Private Analyzers

In V14.12, merchant users can save their custom analyzers either privately or publically (Figure 10). Private

analyzers will only display on the dashboard page of the logged-in user and will not be visible to other

merchant users. If the user saves the analyzer publically, all merchant users will be able to view it.

To access your analyzers, log in to the merchant website and click on the Dashboards link under the Report

Center. If you would like additional training, please contact your technology consultant.

EGIFT IMPROVEMENTS

Substitution Parameter Improvement

The order date and item value email substitution parameters are now available in the eGift Order Item

Fulfillment Email.

Use the following format to include the substitution parameters:

Parameter Example Output Example

Order Placed: @order_date@

Order Placed: July 31, 2014

Congratulations! You’ve received a $@item_value@ eGift from JK Café!

Congratulations! You’ve received a $10.00 eGift from JK Café!

CSR IMPROVEMENTS

Customer Recharge History Page

It is now possible for CSRs to view the recharge history on an account through account lookup. Simply

select the customer record you would like to view, and click “Recharge History” on the left navigation. To

access this link, the “CSR Recharge History” permission must be enabled for a particular user.

The page will display a table with relevant recharge information (Figure 11), including: transaction date,

credit card information, transaction amount, and relevant notes. If a failure occurs, the error will be

recorded under the “Notes” column and will be marked as “Failed” in the “State” column.

CSRs can click the “Examine” link in the Action column to learn more about a particular row. This drill down

will display the Reference Number, Authorization Code and Response Code.

Figure 10. Save Private and Save Public analyzer buttons.


Action Transaction Date State Credit Card Type Credit Card # Exp. Date Amount Notes

Examine 2013-10-11 09:35 Failed MasterCard ...1111 08/2016 10.00 AVS zip match failed

Examine 2013-10-11 09:35 Succeeded MasterCard ...1111 06/2014 10.00 Approved

Examine 2013-10-11 11:43 Succeeded MasterCard ...1111 03/2017 10.00 Approved

Examine 2014-05-14 10:24 Succeeded Visa ...9999 01/2018 10.00 Approved

Examine 2014-05-14 10:25 Succeeded Visa ...9999 01/2018 10.00 Approved

REST API UPDATES

Guest Services

The following calls are now available in the guest service:

isCardCombinable: This call checks whether or not a card can be combined to the main account.

changeCardStatus: This new call allows you to enable or disable a card.

accountInformation Updates: The Account ID field will now be returned in the

accountInformation response. This will help integrators keep track of guests even if they’ve

performed a media exchange – trading one card number in for another.

Region Event Services for Geofencing

The following Region Event endpoints are now available to support geofencing.

Get Region Definitions: Obtains a list of regions which the user’s device should monitor. Also, this

method provides a special OAuth token that should be used to authenticate Post Region Event

calls.

Geofencing Post Region Event: This endpoint is called when a user crosses a monitored region

boundary.

Encoding Update

By default, Paytronix interprets all REST calls as ISO-8859-1 (also known as latin1). As of this release, if

integrators set the Accept-Charset setting to UTF-8, we will respect that encoding instead of ISO-8859-1.

UTF-8 encoding allows integrators to include various characters and accented letters that are unsupported

by ISO-8859-1.

Store Service: Search Stores nearby a Specified Zip Code

The new nearbyStoresForPostalCode endpoint obtains information about stores within a certain

distance of a point within the given postal code. This REST endpoint enables integrations to show stores

within a particular postal code (ZIP code).

Transaction Service: Adding End Date

The dateEnd parameter is now available in the transaction history request. This will allow you to look at a

Figure 11. CSR recharge summary table.


set of transactions over a finite period of time – in the call you can specify dateStart as well as dateEnd.

The date end string is optional. If used, it should be formatted as yyyy-mm-dd (e.g., 2014-07-01).

INFRASTRUCTURE

Performance Improvements to Account Query, Transaction History and Campaign Statistics

Real-time reporting is now available for account queries, transaction history and campaign statistics for

both the POS and Merchant Website.

Account lookup – Servers and merchants can now query real-time registered cards via phone

number.

Transaction History Loads in Real Time: Servers, merchants, and guests can view the entire

account transaction history in real time at the POS, merchant website, or customer website. On

both the merchant and customer website, the transaction history page will display the last 30 days

of transactions. To show more, merchants and customers can click to display additional

transactions.

Campaign Statistics – As of this release, the Select a Campaign and Campaign Statistics pages are

populated in real-time after the execution of a campaign.

File Upload Improvements

We are continuing to improve our activation, wallet adjustment, and account information file upload

process to facilitate better service to our clients. In this release, we’ve enhanced our error processing,

adjustment logic and email notifications. There are two options to complete file uploads: Abort Processing

or Continue Processing. Let’s take a look at each in greater detail.

Abort Processing Option

If a validation and/or adjustment issue is found, the upload will stop and a message will appear on the

merchant website informing users of the error(s). Users will be presented a link which leads to a TSV file

containing all errors in the upload file (Figure 12). Users can download the file to view detailed error

information.

For scheduled uploads, an email message will be sent to the failure notification email address on file. The

email will display a summary of the error(s) and contain a link that leads to the aforementioned TSV file.

TSV files will remain accessible for the following seven days after the upload.


Continue Processing Option

For this style of file upload, the upload will process regardless of any validation and/or adjustment issues.

When the upload completes, a message will display informing users of successes and failures (Figure 13).

The key difference is that this option will continue to process as many rows as possible and then display the

results. If there are any errors, a link containing a TSV file is available for download and review.

For scheduled uploads, an email message will be sent to the failure notification email address. The email

will display summary statistic on authorization and errors. The email will also contain a link to a TSV file,

which will be available for download and review. As mentioned above, the TSV file will expire and become

unavailable after the seventh day.

Wallet Adjustment Improvements

Paytronix technology consultants now have a simplified way of adjusting a wallet. Wallets can now be

adjusted to specific amount for a select group of card numbers. For example, Paytronix technology

consultants can now upload a list that sets all point balances to five.

Figure 12. The “Abort Processing” file upload flow

Figure 13. The “Continue Processing” file upload flow


New Content Delivery Network (CDN)

Expect improved load time for static images and links in emails. Paytronix works with a partner to serve

images from servers closer to the user, which will speed up image load times and reduce the risk of

bandwidth congestion to more critical servers.

OTHER ACKNOWLEDGEMENTS Third-Party Library Software

o Apache Software Foundation: This product (Paytronix) includes software developed by the Apache Software Foundation (http://www.apache.org/), including: Apache Commons, Apache httpClient, Xerces, log4j, Jakarta Commons, Apache Jakarta-Oro, APR snprintf library, Apache FOP, and Apache Batik.

o Exolab Project: This product (Paytronix) includes software developed by the Exolab Project (http://www.exolab.org), including: Castor.

o Sun Microsystems, Inc.: This product (Paytronix) includes software developed by Sun Microsystems, Inc. (http://www.sun.com), including: Java Cryptography Extension (JCE), Java Communications API, and Secure Sockets Extension (JSSE) – which also includes code licensed from RSA Data Security.

o SourceForge.net: This product (Paytronix) includes software developed by SourceForge.net and distributed under the Common Public License, including WTL and distributed through a ZLib License for tinyxml.

o Thai Open Source Software Center Ltd, Clark Cooper, and Expat maintainers: This product (Paytronix) includes software developed by Thai Open Source Software Center Ltd, Clark Cooper, and Expat maintainers including Expat XML Parser Library.

o Jean-loup Gailly and Mark Adler: This product (Paytronix) includes software developed by Jean-loup Gailly and Mark Adler including ZLib Compression Library.

o JCIFS smb client in Java. This product (Paytronix) uses software developed by Michael B Allen, distributed by GNU Lesser General Public License as published by the Free Software Foundation, including jCIFS SMB client in Java. Paytronix has made modifications to this software. Pursuant to the GNU LGPL, we are posting the changes to the code made on our website. Please see www.paytronix.com/download/jcifs/jcifs.tar.gz

o Mort Bay Consulting: This product (Paytronix) includes Jetty Web Server developed by Jan Bartel and Greg Wilkins and other contributors.

o Hypersonic SQL. This product (Paytronix) includes products developed by Hypersonic SQL. This software is provided by the copyright holders and contributors “as is” and any express or implied warranties, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose are disclaimed. In no event shall the Hypersonic SQL Group, or contributors be liable for an direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage. This software consists of voluntary contributions made by individuals on behalf of the Hypersonic SQL Group. Copyright © 1995 – 2000, The Hypersonic SQL Group. All rights reserved.

http://www.apache.org/

http://www.exolab.org/

http://www.sun.com/

http://www.paytronix.com/download/jcifs/jcifs.tar.gz


o The HSQL Development Group. This product (Paytronix) includes products developed by The HSQL Development Group. This software is provided by the copyright holders and contributors “as is” and any express or implied warranties, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose are disclaimed. In no event shall the HSQL Development Group, HSQLDB.org, or contributors be liable for an direct, indirect, incidental, special, exemplary, or consequential damages (including, but not limited to, procurement of substitute goods or services; loss of use, data, or profits; or business interruption) however caused and on any theory of liability, whether in contract, strict liability, or tort (including negligence or otherwise) arising in any way out of the use of this software, even if advised of the possibility of such damage.

o Eclipse SWT. This product (Paytronix) contains products developed by Eclipse SWT.

KNOWN ISSUE(S) None

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