release notes paytronix v14content.paytronix.com/.../images/releasenotesv14.1.pdf · introducing...

1 | P a g e v 1 4 . 1 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 v14.1

Release Date: Date Feb 2014

Release Highlights

Page

Social Media

Bulk Refer-A-Friend Allow your guests to email, Facebook post, or Tweet a referral link to entice their friends. Referral rewards can be given once the newly referred member visits and/or spends money at your concept.

2

Updated Foursquare Version We are supporting a new version of Foursquare. 3

Messaging Balance Substitution Parameters

Show your members their wallet balances in campaign emails! 3

Campaign Tool Target and Control Measure the efficacy of your campaigns with new target and control

functionality. 4

Account Filter

Registration Source, External Account, and Custom Questions

Target your guests based on their registration source, external accounts, such as Google Wallet or mobile apps, and custom questions.

6

Multi-Threading of Scheduled Activities

Multi-threading To improve performance, the event scheduler, email/SMS delivery manager, report delivery manager, and file upload manager have been multi-threaded.

7

Rules

New Rules and Improvements

Introducing rules to set custom questions, perks, favorite store, suspend an account, and more!

8

Top Off Rule This rule tops off a wallet balance to a maximum fixed amount after a redemption takes place.

10

Mobile Phone Improvements iOS Introducing brand new features, including Add to Passbook, a

consolidated “Places” Tab, and a flexible new page. 11

Android The newest Android features include swipeable home screen images, custom questions, and stored value recharge.

13

Responsive Guest Website

Optimize your customer-facing loyalty website for mobile devices! 14

Dashboards Tired of repeatedly manipulating your analyzers? You can now save custom analyzers!

15

PXC

PXC Check Post Exclude check tenders from check subtotal calculation and new parent and child item tracking.

15

REST Updates Configure expiration dates on adjust wallets. 16

Paytronix Admin Tools Improvements to our Card Template management page – new rule functionality!

16

Other Acknowledgments 16


SOCIAL MEDIA

Bulk Refer-a-Friend

Our Refer-A-Friend feature set now includes exciting social integrations that your members can use to

invite a large pool of friends to your program. Members can visit the “Tell a Friend” page (Figure 1) and

send personalized emails, tweets, or Facebook timeline posts.

A guest can click on the unique link and reverse-enroll into the program. Email uniqueness is enforced,

meaning guests who have already joined the program with a particular email address will not be eligible to

join again.

Once the newly referred guest performs a particular visit or spend threshold – customized by your brand –

the referrer will receive a reward.

Refer-a-Friend’s Facebook functionality ties directly to Facebook – simply click the icon, login to Facebook,

fill out your personal message, and hit submit. The post will automatically appear on the user’s timeline and

be visible to friends, friends of friends, or the public in general, based on the user’s Facebook permissions.

Figure 1. The New Tell a Friend UI


Here is an example of a referral Facebook post:

Similarly, the user can click the twitter icon, sign into his Twitter account, enter a personalized message into

the dialogue box, and submit the Tweet. Figure 3 displays an example bulk-referral Tweet:

FOURSQUARE INTEGRATION

We have updated our integration to Foursquare to version 20131219. This is in compliance with

Foursquare’s changes to its overall integration support. As of January 28, 2014, Foursquare has dropped

support for API requests before 20120609.

MESSAGING

Balance Substitution Parameters in Campaign Messages Balance substitution parameters are now available for campaign messages. Below is a list of the substitution parameters and a short description of each:

Figure 2. Example Facebook Post

Figure 3. Example Tweet


Parameter Name Description Example

Transaction: Reward Balances HTML

List of available rewards in the account formatted as HTML table rows

<template:insert

field="reward_balances_html" />

Transaction: Reward Balances Text

List of available rewards in the account formatted as comma separated text block

<template:insert

field="reward_balances_text" />

Transaction: Wallet Balance Balance of wallet specified by wallet code

<template:insert

field="wallet_balance(walletcode)" />

Transaction: Wallet Label The regular label of the wallet specified by wallet code

<template:insert

field="wallet_label(walletcode)" />

Transaction: Wallet Label (long label)

The long label of the wallet specified by wallet code

<template:insert

field="wallet_label_long(walletcode)" />

Transaction: Wallet Label (short label)

The short label of the wallet specified by wallet code

<template:insert

field="wallet_label_short(walletcode)"

/>

Transaction: Wallet Label (tiny label)

The tiny label of the wallet specified by wallet code

<template:insert

field="wallet_label_tiny(walletcode)" />

CAMPAIGN TOOL

Target and Control Campaigns

As of this release, you can now set up target and control-based campaigns. Merchants can send campaigns

to randomized target and control groups to measure guest engagement for any promotion. We define the

terms as follows:

Target Group – Accounts that get the desired messages and/or rewards.

Control Group – Accounts in the same population as the target that do not receive any messages or

rewards.

The control group is selected at random from the eligible accounts in order to ensure true data accuracy.

You will be able to monitor visit and spend statistics separately for the target and control users in order to

more accurately measure the effectiveness of a promotion or message. The flow for creating a target and

control type campaign differs slightly from our standard campaign flow, as shown below.

To set up:

1. Create a new Campaign.


2. Select “Target and Control” as your campaign type (Figure 4).

3. Set adjustments, message, and account filter.

4. Define your target group by percentage (up to two decimal points) (Figure 5).

5. Review campaign and submit (Figure 6)!

Figure 4. Select Target and Control as the Campaign Type

Figure 5. Set the Percent of Accounts in the Target Group

Figure 6. Review Target and Control Campaign


Target and Control Reports:

Campaign Statistics – Eat-Thru℠ Statistics on target and control accounts are reported on two lines

(Figure 7).

Campaign Report – This report follows the campaign statistics model of displaying target and

control accounts on separate lines

Guest Analysis – New sub-condition available in the campaign filter to select target or control

groups. To select control guests the campaign type must be a target and control campaign.

Point Accrual Summary and Detail Reports – There is a new dropdown in the Campaign Occurrence

box (Figure 8). The two new selections are “Target” or “Control.” The target selection selects all the

targeted accounts, regardless of campaign type. The control selection should only be used for

target and control-based campaigns. The filter will not work for standard or expiration-based

campaigns.

ACCOUNT FILTERS

We have added three account filters: Registration Source, Custom Questions, and External Account.

Registration Source

You can now filter accounts based on the specific registration method (Figure 10), which might include

mobile phone applications or text-to-join.

Figure 7. View Eat-Thru Statistics

Figure 8. New Campaign Occurrence Flow

Figure 10. Registration Source Condition


Custom Questions

Customize your segmentation even more! You can now target your population by their asnswers to specific

custom questions (Figure 11).

External Account

The external account filter finds all accounts that link to an external

source, such as Android and iOS mobile applications, Facebook,

Foursquare, Apple Passbook and Google Wallet (Figure 12).

MULTI-THREADING OF SCHEDULED ACTIVITES

Several improvements have been made in the handling of scheduled activities. These scheduled activities

include:

Scheduled campaigns

Bulk email delivery

Scheduled reports

Scheduled file pickups

These activities were run by an event scheduler that was single-threaded. Meaning, if one of our customers

ran a long, bulk-activity event, all other scheduled events would have to wait until it reached completion.

This sometimes resulted in a delay of other scheduled reports or campaign emails in the queue. In this

release, Paytronix has multi-threaded the following portions of software:

Event scheduler

Email/SMS delivery manager

Report delivery manager

File upload manager (activate, adjust and edit files)

As of this release, we will configure the system with one of each thread and gradually increase the number

of concurrent threads to optimize the stability of the system.

Figure 12. External Account Condition

Figure 11. Custom Questions Condition


NEW RULES AND IMPROVEMENTS

In this release, we added several rules that enable you to set more fields automatically. It is now possible

to set the following fields: Account Status, Custom Fields, Favorite Store, and Perks. There are many

possible uses for this new functionality.

Set Custom Fields Rule

You can now set custom questions through the rules engine. Please exercise caution when setting guest-

viewable custom questions. If the system changes the status to a question “Do you have children?” to

“Yes” based on the purchase of a kids meal, it could surprise and annoy one of your guests.

Changes to the user’s custom fields are not saved until the end of the transaction.

Suspend Account Rule

Root out suspicious activity by setting up the Suspend Account Rule to look for brand-specific qualifying

conditions. With this, you can identify users who are visiting or accruing points more frequently than they

should be. Suspend Account Rule suspends the account against which the transaction is running. This

account status change is not applied until the end of the transaction.

You can insert a customized cashier message (Figure 14) to notify your staff that a suspended card has been

used.

Figure 13. Set Custom Fields Rule-Specific Data.

Figure 14. Suspend Account Rule Cashier Message.


Keep in mind that there is no way to un-suspend the account using the rules engine once this rule runs.

Set Perks Rule

You can now add and remove perks with ease through the new Set Perks Rule (Figure 15). If you choose to

remove some or all of the perks from a user’s

account, this removal action will happen first.

The rule will then attempt to add all selected

perks to the account.

The “Remove All Perks” setting overrides any

perks that have been specified for removal.

No change is made (i.e. perks are neither

removed nor added) if less than all of the

specified perks can be added.

Set Favorite Store Rule

Set Favorite Store Rule sets the account's favorite store to the transaction store, if that store is a valid

favorite store for the account. This account status change is not applied until the end of the transaction.

There are not presently any rule-specific parameters for this rule, as it only has one function.

Run Rules Engine on Media Exchange

It is now possible to configure a rule to run on a Media Exchange. This could be useful if you want to track

whether or not a guest has converted a virtual card into a physical card, or from an old loyalty program to a

new one. You could do this by triggering a Set Tier or Set Custom Question rule to run on a media

exchange.

A media exchange can perform two functions: exchanging a new card number for an old card number and

running the rules engine. Technically, the media exchange occurs before the rules engine is run. However,

if either portion fails, all portions of the media exchange will be reversed and the account will stay in the

initial state. In this case, neither tier nor wallet changes will apply. Also, the old card number will be

attached to the account.

To setup a rule to run on a Media Exchange, go to the “Event to trigger rule on” section of the rules editing

page. Select either of the two events that include “Media Exchange” (Figure 16). These are the only two

event selections that will trigger a rule to run on a Media Exchange. As an example, if you select “POS

Activity,” the rule will not run on a media exchange.

Figure 15. Set Perks Rule example.


Top Off Rule

The Top Off Rule will set a wallet up to a threshold value with every transaction. A customer could use this

to give its VIP members two free appetizers with every meal. To implement this, the Top Off Rule would be

configured (for the VIP tier only) to set the Free Appetizer wallet to two with every transaction. This rule

can also set the expiration dates for any of the wallet balances that it creates. Expiration date options:

Expiration on an Absolute Date: As an example, the restaurant offers 2 free entrees every Wednesday, from January 1, 2014 through March 31, 2014 (Figure 17). The rule would be configured to have an absolute expiration date of 3/31/2014. The expiration dates for every wallet addition would be set to the absolute date of March 31, 2014.

Expiration Date Relative Date: For example, the restaurant offers its members one free dessert for the first 15 days after registering. The Top Off Rule would be set to expire with a registration offset of 15 days. With every top off or wallet addition, the expiration date will be calculated as 15 days from their registration data.

o Offset from date of Registration o Offset from Anniversary date (registration form field e.g. wedding anniversary) o Offset from their date of activation

Edge Case: If another rule or campaign has adjusted a wallet beyond the amount set in the top off rule, the

top off rule will take no action.

Figure 16. Configure a Rule on Media Exchange

Figure 17. Top Off Rule Example


Improvement: Series of Rewards with Odds Rule

Our Series of Rewards with Odds (SORWO) rule is now capable of lowering the odds of giving out a

particular award. Before this release, the lowest odds of winning a reward were one-in-ten-thousand. The

new SORWO’s minimum winning odds is one-in-one-million.

MOBILE APPLICATION UPDATES: iOS

All of Paytronix’s iPhone applications are iOS7 compatible.

To take advantage of the upgraded application, merchants must submit at least two home screen images

and deliver all specification requirements to their technical consultant prior to releasing this new build.

GEAR ICON IN “MY ACCOUNT” TAB

By clicking the gear icon in the My Account tab, the user can recharge the stored value on his account, add

the card to passbook, edit his account, or view the brand’s privacy policy. Edit Account and Add to Passbook

are discussed in more depth below.

EDIT ACCOUNT

Within the “My Account” section of the application, users can now update their demographic information

and opt in or out of messaging communication. Simply click the gear (Figure 18), select “Edit Account”

(Figure 19) and update information as needed (Figure 20). Note: As is the case on the online customer

portal, the guest will not be able to change his birthday information after the initial registration is complete.

All fields can be set to be un-editable.

Figure 18. My Account Screen Figure 19. Select “Edit Account” Figure 20. Edit Account Screen


APPLE PASSBOOK

App users can now store their card in Apple’s easy-to-access virtual wallet container, Apple Passbook. It’s as

simple as visiting the “My Account” section, clicking the gear in the top right-hand part of the screen, and

selecting “Add to Passbook” (Figures 21 through 23).

CUSTOM QUESTIONS

The in-app registration form can now include up to six custom questions.

CONSOLIDATED PLACES TAB

In the previous version of the app, the “Places Map” and “Locations List” occupied separate tabs within the

user interface. Now, the list and map functionality are consolidated under one “Places” Tab (Figure 24).

Users can tap a location to view more details, including a map, hours of operation, and the location’s

address. They can also access directions and check-in to the store (Figure 25).

Figure 21. Select “Add to

Passbook”

Figure 22. Downloading Pass Figure 23. Card added to

Passbook


NEW FLEXIBLE PAGE

Thanks to the consolidation of the “Places” tab, Paytronix iOS applications now

offer the flexibility to include an in-app web browser in the fourth and final

tab. Merchants can use this page to display a menu (Figure 26), or promotional

messages. At this time, this page can only support simple, navigation-less

pages.

REGISTER PHYSICAL ACCOUNTS

You can now register a physical card through the app, using the “I Have a Card”

button. Also, guests will no longer be able to use the app in an unregistered

state. All guests will be required to complete the full registration form if

demographic data has not been provided for the card number.

MOBILE APPLICATION UPDATES: ANDROID

Paytronix’s Android application now has the following features:

Swipeable Home Screen Images – Include home screen images that express key program benefits and

details to your members.

Favorite Store – Users can select their favorite location during the registration process.

Figure 24. Places tab Figure 25. Location details

Figure 26. Example flexible page


Recharge – App users can load stored value to their account through

the mobile application.

Push Notifications – Send a message to your member’s lock screen.

Pull Notifications – When a user opens the application, he or she will

see promotional pull messages in their “My Account” page.

Custom Questions – Include up to six custom questions in the

registration flow (Figure 27).

RESPONSIVE CUSTOMER WEBSITE We are transitioning the guest website to use responsive technology. The responsive pages were

constructed using an open source, front-end framework called Bootstrap.

Our responsive guest webpages will no longer default into quirks mode, which essentially interprets the

design of a webpage with the oldest possible web standards.

During the design phase, you can select one of two pre-loaded web themes. The first theme positions the

navigation pane on the left of the screen, the second positions it on the top (Figures 28 and 29).

The following customer pages are available now:

Register

Login

Forgot Password

Account Balance (Logged In Page)

Transaction History (Logged In Page)

Edit Account (Logged In Page)

Figure 28. Left Navigation Theme Figure 29. Top Navigation Theme

Figure 27. Registration Fields, Including

Favorite Store and Custom Questions

http://getbootstrap.com/


Figure 31. Post Check Parent and Child Items

Qty Item Price

1 SOUP & SALAD COMBO 7.50$

Full price: 9.38

Seat #: 1

1 CLAM CHOWDER

Full price: 4.39 -$

Seat #: 1

1 SODA DIET 1.92$

Full price: 2.39

Seat #: 1

Loyalty Card $0.00

Loyalty Card #: ****211111

Sub Total 9.42$

Tax 0.94$

Total 10.36$

CASH (10.36)$

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

guest 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.

DASHBOARDS

Save Custom Analyzers in the Business Intelligence (BI) Tool

Analyzers allow users to run customizable reports using drag and drop measures in a table or graph format.

They even export into excel or pdf files for additional analysis.

As of V14.1, users can now save custom analyzer reports. The

save tool allows users to monitor a personalized dashboard.

The save button is in the top left section of the analyzer (Figure

30). Once the user clicks the save button, they can assign a

name the custom analyzer.

The analyzers are saved in the custom section of the Dashboard

page. Saved analyzers can be viewed by merchant users that have permission to view the BI analyzers.

PXC

PXC Check Post Tracks Parent and Child Items

PXC Check Post can now track child items in combo meals. In Figure

31, the soup and salad combo (parent item) as well as the clam

chowder and soda (child items) are all sent to the PXC via Check

Post transaction. The point accrual logic will now track and give

points for child items within combo meals.

Exclude tenders from Check Subtotal Calculation in PXC Check

Post

Check subtotal is the dollar amount prior to taxes after discounts

are applied to a check. In this release, we included a new

parameter that can allow merchants to exclude specific tender

types from the check subtotal calculation and potentially from

point accruals as well. This feature will be helpful to use if a

merchant wants to exclude gift card payment from the check

subtotal and point accrual calculation.

To exclude tenders, use the following parameter in the pxcontroller.cfg file:

CHECK_POINT_ACCRUAL_EXCLUDE_TENDERS= list of comma separated tenders.

MICROS Simphony™ Revenue Center Calculation Excludes Service Charges

The revenue center calculation equals the sum of check subtotal and tax. As of this release, all service

Figure 30. Analyzer “Save” Button


charges will be excluded from the RVC by default. Service charges, like gift cards, will not account for RVC

total, which is often used for point accrual calculation. If, however, merchants need to include service

charges in the RVC calculation they can do so by including the following parameter in the pxcontroller.cfg

file: CHECK_POINT_ACCRUAL_INCLUDE_SERVICE_CHARGES= list of comma separated service charges.

REST UPDATES

Configure Expiration Date on Adjust Wallet(s)

Partners can now set relative or explicit expiration dates to any internal or redeem wallet adjustments via

REST. Days are supported for relative date condition. The wallet adjustment(s) will not run the rules engine,

it is simply a B2B admin adjust transaction. If the card or the account is not active the transaction will be

denied. If the wallet min/max is in violation the transaction will be denied.

PAYTRONIX ADMIN TOOLS

Card Template Rules Page

The Card Template page now includes a rules tab. This page shows a comprehensive list of all rules, cleanly

displaying those that are attached and those that are not, as well as rule start and end dates.

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

http://www.apache.org/

http://www.exolab.org/

http://www.sun.com/


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.

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)

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

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