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CashBox makes it easier than ever to increase customer acquisition, boost customer retention, and extend your average customer lifetime value with features highlighted in this webinar: * Seasonal billing enhancements * “My Reports” functionality * Billing, refund & credit options * Expanded coupons & promotions * Flexible discounts & offers * Streamlined entitlement functionality * Futures
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Confidential | Copyright © 2013 Vindicia, Inc. 1
Nov 2013
What’s New in CashBox
Rony Mukhopadhyay
Sr. Director, Product Management
December 17, 2013
Confidential | Copyright © 2013 Vindicia, Inc. 2
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Agenda
• What’s new in CashBox 4.2, 4.3
• How to upgrade
• Outlook 2014
• Questions
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• Seasonal Billing
• My Reports
• Advanced Campaign Features
• Search Tracking
• Additional Enhancements
CashBox 4.2 – New Functionality
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Seasonal Billing
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• Begin & end billing on specified dates
– Support installment plans
– Manage entitlements
– Only bill seasonal months
• Create various packages
through an intuitive interface
– Early bird purchase
– Mid-season enrollment
– Playoff packages
What Does Seasonal Billing Enable You to Do?
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Seasonal Billing – Simple to Set Up
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Seasonal Billing – Simple to Set Up
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Seasonal Billing – Simple to Set Up
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Seasonal Billing Has Endless Possibilities
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My Reports
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My Reports
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Notification of Finished Reports
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Download Reports
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Advanced Campaign Features
– AutoBillItem level campaigns
– Coupons over multiple billing cycles
– Streamlined promotion and coupon
object structure
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CashBox 4.2.0 – Additional Enhancements
• Enriched Entitlements
– Optimistic entitlement model
– Additional information on the entitlement
• Immediate Billing
– Add products
– Remove products
• Campaign Code Alias
– Added flexibility
– Improved appearance on transaction
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December 2013
Search Tracking – Setting the Stage
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CashBox 4.3
AutoBill
Account
AutoBillItem (Product)
AutoBillItem (Product)
AutoBillItem (Product)
Billing Plan
Payment Method
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How to Upgrade
Send email to
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Outlook
Coming Soon AutoBill upgrade
Time-based campaigns
Client migration
Unique credit card identifier
Down the Road Processor reconciliation
AutoBill status redesign
Email template management
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Questions
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Thank You
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