Loyalty Programs
91 articles
Understanding Your Store Billing This article explains how Paytronix bills for store locations and what charges you can expect to see on your monthly invoice.
Paytronix Integration for Twilio Segment SourcePaytronix offers a source integration with Twilio Segment, a Customer Data Platform (CDP). This article provides the information necessary to set it up.
What is Estimated Visit Rate?Estimated visit rate is a key metric to help you understand how your program is performing as well as a great way to determine a control group for your campaign(s).
What are Paytronix's SLAs?This article provides information on Paytronix's SLAs
What are Rules and Wallets?Rules and Wallets are at the center of almost every Paytronix transaction. Learn more about what are they and how they work.
What is a Decrement Campaign?This article will cover what a Decrement Campaign is and how to set one up
Why did Guest Points not convert to a Reward?This article describes two main reasons why guest points did not convert o a reward
What is a Tier Adjustment Campaign?This article will review what a Tier Adjustment campaign is and how to set one up
How Do I Set Up a New Store in Paytronix?I would like to add a new store into the Paytronix list of available stores. What information do I need in order to add a new store? What steps must…
What is Banding?This article documents the Bands that are available in Paytronix. We will also cover how often the Bands are updated, eligibility criteria, and some suggestions on how to use these…
Paytronix for Aloha: Installation GuideA complete guide to installing or upgrading Paytronix products to integrate with Aloha POS systems.
What is SMS Enrollment Verification?Ensure your guests can complete their loyalty registration with SMS Verification, an additional layer of fraud prevention.
Which Campaigns can I run to Drive Registrations?Learn which campaigns are most effective in driving guests to your loyalty program(s)
Guidelines and Best Practices for Submitting a Configuration RequestThis article aims to guide your planning and set general expectations regarding the lead times for configuration requests
What are Paytronix Dashboards?Dashboards allow you to look closer at loyalty data to gain insights about guest engagement. They help you answer some of your most important questions.
What are Card Templates and Tiers?Card templates and tiers allow for both consistency of the implementation of your core programs, and flexibility to adapt to unique aspects of your business model. This article explains how…
Paytronix Security & Network Allowlist GuideThis article contains information about allowing the specific URLs, ports, hosts, services, installers, and applications required for communication between your technology and Paytronix systems.
Your Top Loyalty Questions AnsweredLearn where to quickly find the top reports and dashboards for your most common questions about your loyalty and messaging performance.
How do I Adjust a Wallet and Add a Reward?Need to add a missed reward or visits to a guest account? The CSR Adjust Wallet tool is the tool for you.
User AdministrationWhat is the User Admin Tool? How do I create new users? How do I edit a user's permissions?
What is the Square Loyalty Integration?Details the specifics of the Paytronix Square Loyalty integration.
What is an A/B Campaign?Interested in testing out different types of creative, offers, timing, or other components of a campaign? An A/B test might be what you need
What are the Reward Yourself image dimensions?What are the dimensions for the photos used for the reward yourself items?
Favorite StoresFavorite Store is an account attribute which can be used to identify a loyalty member's favorite location
Perks Frequently Asked QuestionsThis article answers common questions about Perks
Configuring Brink DiscountsThis article describes what is needed to configure discounts in Brink
How Can I Add or Remove Perks?This article explains how to add or remove perks.
Enrollment Best PracticesLearn about why enrollment is Important and how you can drive it!
Automated Billing Options via Recurly (WL)This article discusses how we handle automated billing via Recurly
How do Paytronix rewards expire?The purpose of this article is to explain how Paytronix rewards expire
What is Wallet Manager?This article covers how to access and use Wallet Manager, a self service tool that allows you to configure promotional rewards through the PXS.
What is Action to Load?The article details the set up and use for Action to Load.
How Effective are your Campaigns? (Campaign Reporting)You've run a campaign. Now what? This session will walk you through what report to look at and how to use them to measure the success of your campaigns. This…
Attach and Combine OverviewThis feature allows a guest to have multiple cards pointing to the same account and user.
Maximizing Your Loyalty ProgramThis article covers several KPIs (key performance indicators) that will help you evaluate the impact of your loyalty program on the bottom line, and strategies to maximize that impact.
Paytronix Controller (PXC) Installation & Upgrade GuideLearn how to install or upgrade the Paytronix Controller (PXC) at your location.
Paytronix for POSitouch Installation GuideBelow are instructions on how to install the Paytronix System onto your POSiTouch system. Attached at the bottom is a downloadable PDF version of these instructions.
What is Category Manager?Category Manager is a feature that allows users to create and manage a database of groups of items to be used in promotions.
Account StatusThis article describes the different account statuses a card can have.
A Guide to Maximizing Loyalty ImpactGuide to key components of a successful loyalty program
How Can I Drive Loyalty with Secret Menus?This article includes an introduction to the Secret Menu feature and how you can use it to drive guest loyalty..
Cancelling a subscription for a loyalty memberMembers can cancel their subscriptions themselves via the guest website, they can also call into your support line to cancel their subscription. This article describes the process a customer service…
How do I Create an Email Marketing Campaign through Paytronix Online Ordering?This article is for Paytronix Order & Delivery email marketing campaigns specifically (as in not campaigns through MailChimp or Constant Contact).
What is SMS Messaging?This page contains the details you need to know for adding/setting up any type of SMS messaging with Paytronix.
What is the Paytronix Perks Feature?This article explains how to use Paytronix Perks.
What is the Bulk Wallet Adjustment Tool?What is the bulk wallet adjustment tool? How do I use this tool?
How to Create a Test Account Filter for CampaignsThis article will go over how to create your own test account filter, so that you can send campaigns to this account filter first for testing.
Paytronix for Micros 3700 Installation GuideThis guide will help you to install the Paytronix software on your Micros 3700 POS.
Account Filters Training VideoLearn how to create account filters that capture specific segments of your guest population to deliver powerful campaigns and emails.
What Permissions are in each Paytronix Permission Group?This article includes a chartof every permission group and associated permissions.
Local Store Marketing (LSM) Documentation for Franchisees w/o Reviewer Permission: ExampleThis documentation covers how LSM Franchises can create and schedule an LSM email for corporate to review.
Gift and Loyalty Card Conversion StandardsGift and Loyalty Card Conversion process help and FAQ
How Do I Use the 1-to-1 Nurturing Account Filter?This article will walk you through how to configure the 1-to-1 Nurturing Filter
Leveraging Paytronix to Build Loyalty, Drive Sales, and Engage Customers: Resources for Small to Medium EnterprisesLearn more about various features that can help drive your Loyalty, Messaging and Online Ordering efforts.
Loyalty Data Migration GuideThis how-to article explains how we migrate guest data from your existing loyalty provider to Paytronix
What is the Bulk Activate Tool?Need to activate a large range of cards? This article walks you through the Bulk Activate tool.
7 Tips to Boost Loyalty Registration RateThis article will give you some pointers on how to drive new guests to register for your loyalty program.
What are the Paytronix iPad Merchant Processor Hardware Requirements?Questions about Hardware Requirements for the Paytronix iPad App? This article is for you.
How do Subscriptions work and what is needed to setup?his article provides information about how subscriptions work in Paytronix and what you need to make subscriptions live.
How do I set up SMS Messaging?This article will review how to set up SMS messaging as well as how your guests can opt-in
iPad Application Frequently Asked QuestionsQuestions about the Paytronix iPad App? This FAQs article is for you.
What is Refer-A-Friend?Refer-a-friend is an optional feature that incentivizes existing members with a reward to invite their friends and family to join your loyalty program.
How to Cancel a Scheduled or Recurring CampaignThis how-to article outlines the steps necessary to cancel an upcoming scheduled or recurring campaign.
What is the 1-to-1 Nurturing Account Filter?This article gives an overview of the 1-to-1 Nurturing Account Filter powered by artificial intelligence
Posting Your Privacy PolicyQuestions about Privacy Policies? This article is for you.
Posting Your Privacy PolicyQuestions about Privacy Policies? This article is for you.
Store Hour MaintenanceNeed to make edits to stores operating hours? This article walks you through the process of making changes to operating hours for a location.
1-to-1 Nurturing Filter Q&ASome common questions about the 1-to-1 Nurturing Filter.
Which POS Integrations are Supported by Paytronix?This is a list of POS integrations supported by Paytronix
Campaign Center Introduction Training VideoLearn about the dashboard, metrics, and list of campaigns.
What is a Custom Segment Campaign?This article will review what a Custom Segment Campaign is and how to set one up.
How to remove duplicate emails prior to uploading new email addresses into your eClubThis article walks you through how to remove emails that already exist in your Paytronix database prior to uploading into the eClub
How do I Reset a Guest's Password?The ability to reset a guest's password is a commonly used Customer Service Representative (CSR) function. This article will walk you through the steps.
How Do I Close a Store in Paytronix?Is a store closing? This article documents the steps to close a store in Paytronix.
What is Add A Measure?This article will teach you how to use the new Add Another Measure feature.
Elevate your Loyalty Program to the Next Level with Double PointsLearn the power of Double Point campaigns. This session will review how to configure and send these campaigns and when to use them. This learning originally took place at Master…
How to generate a list of all loyalty membersA step by step on how to generate an all inclusive list of your loyalty members
Campaign Results Training VideoLearn how to view and interpret campaign results including pre/post list analysis and target vs. controls.
Reward OrderingConfiguring custom reward priority via the Client Portal for check service integrations.
Campaign Execution Training Video (updated to use Campaign Builder)This learning module shows you how to create and send campaigns using Campaign Builder. (previously called Campaign Execution Training Video)
What is Email Verification?Email verification feature summary for loyalty program sign-up.
Merchant User SSO Okta SetupThis article details the steps to configure the PXS and your Okta instance to support SSO.
What are Deep Linked Push and Pull Messages?Create actionable mobile messages to help guide guests to specific destinations such as promotional content.
What is Forgot Visit Code?This article explains how guests can earn loyalty points after a visit, by using a code generated at the POS.
Program RelaunchThis article takes you through an overview of the steps to complete a loyalty program relaunch with Paytronix.
Post-Implementation Quick Start GuideThis guide should help new customers get started with different products through a series of Help Center articles.
New User Onboarding ResourcesAre you new to Paytronix? Check out these helpful resources to get up and running.
Paytronix Merchant Processor iPad Application User's GuideA complete guide to using the Paytronix Merchant Processor iPad App.
Convenience Store Reward Program EssentialsLearn the elements of a successful rewards program.
Credential CreationWhat is a credential? How do I create credentials?
Paytronix for Simphony 19.3 Installation GuideA guide to installing or upgrading Paytronix products to integrate with Simphony POS systems.