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Paytronix Academy e-learning Courses

Find interactive resources and learn to navigate and use Paytronix.

Written by Sharon Quill

To help you get the most from Paytronix, check out our interactive e-learning materials in Access Evo. We've designed these courses to help you hit the ground running and quickly become an expert at using the system.

Where to Find the e-learning Library

If you need guidance on how to access the Paytronix Academy, please see Paytronix Academy is now in Evo Learning!

What Courses are Available

Here is the comprehensive list of Paytronix Product courses. There are other types of courses available for purchase. For more information or to purchase learning content, contact your Account Manager or Customer Success Manager.

Loyalty

Get Started with Loyalty

Learn how reward expirations and loyalty layers work together to encourage repeat visits.

Order Physical Cards

Order physical gift, loyalty, and comp cards, and learn how your order data is checked before it goes live.

Evaluate Your Campaign Performance with Loyalty Reporting

Measure your loyalty campaigns using lift charts, email metrics, and campaign statistics.

Messaging

Get Started with Journey Builder

Learn what a journey is and when to use one, including how to build, activate, and track it.

Online Ordering

Get Started with Online Ordering

See how enterprise settings are controlled, edited, and published for Online Ordering.

Receive and Manage Online Orders

Manage past online orders — find and review them, then take action like sending coupons or issuing refunds.

Working with Online Ordering Coupons

Learn the four coupon use cases and how to set up coupons in the online ordering portal.

Measure Your Online Ordering Success

Use online ordering dashboards to track performance, guest behavior, and marketplace activity.

Refund a Paytronix Online Order

Learn how to issue a partial or full refund to a guest.

Gift & Comp

Get Started with Gift

See how gift card money moves across franchise locations, using centralized or decentralized reimbursement.

Get Started with Comp

Learn to tell valid comp types apart so you can correctly categorize discounts, donations, and complimentary items.

Order Physical Cards

Order physical gift, loyalty, and comp cards, and learn how your order data is checked before it goes live.

Manage Your eGift Program

Set up your eGift program — limits, card art, and emails — and follow the guest's buy-to-redeem journey.

Analyze Gift Card Performance

Use the Report Center to run key gift card reports and monitor stored value activity.

General / Other

Get Started with Paytronix

Build a foundation across the core Paytronix products, and learn to navigate the portal.

Get Started with the Portal and Knowledge Resources

Review and Analyze Your Data

Use Paytronix data tools to understand your guests, measure performance, and make informed decisions.

Target the Right Guests with Account Filters

Use Account Filters in the Merchant Portal to segment guests for campaigns and analysis.

Manage Product Categories with Category Manager

Learn how categories control product eligibility for rewards, and how to manage them in Category Manager.

🤓 Tip: If you don't have time now to complete the course, click the Save for later icon. You can then quickly launch the course from your For Later tab.

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