CashBox Portal User Guide
CashBox for Salesforce
CashBox Campaigns allow you to offer special discounts on your existing Products or time extensions to entitlement periods. Discounts may be currency or percentage based, and may be single purchase, or period based offers.
Use Campaigns to provide special offers, limited time pricing, entitlement extensions, or other targeted pricing structures to attract new customers, reward existing customers, or retain long term customers.
Because CashBox allows you to track Campaign Codes from generation to redemption, you may evaluate your Code distribution methods, your offers, and your targeted marketing strategies.
CashBox provides for Promotion Campaigns and Coupon Campaigns. Promotion Campaigns generate a single Campaign Code, which may be distributed to multiple customers. A Promotion code is not unique to individual users and is typically publicly available through newspapers, broadcast, or mass email. Coupon Campaigns generate multiple unique Campaign Codes, each of which may be used a defined number of times. Coupon Campaigns are often highly targeted, and Coupon Code distribution and redemption may be tracked.
Campaigns can be distributed as discounts given over a period of time for a service or subscription; they might affect multiple Billing Cycles. For example, a yoga studio may offer unlimited classes for three months at a set price. Campaigns could also be time-based. For example, a news website might offer new subscribers one extra month of access for a 12-month subscription.
- A rolling-period Campaign is offered for a defined number of Billing Cycles, which may be triggered at any point in time. For example, a cable company may offer three free months of a premium channel to new customers, whenever they sign up.
- A fixed-period Campaign has a specific end date, before which the discount is valid. For example, a cleaning service may offer a discounted monthly rate until May 1st, after which, rates will rise for everyone, regardless of how long they had received the promotional rate.
CashBox Campaign Codes can be broadly distributed in promotional materials or sent directly to existing customers. They can be time-limited, if desired, with a start date and an end date. They can also offer reduced, fixed prices, percentage discounts, or extended free periods.
CashBox offers a single page from which you may create Campaigns, from selecting the product(s), pricing change, time extension, and time frame, to defining the Campaign description and Series code.
CashBox also offers the Campaign Redemption and Revenue Report, which may be used to examine the effectiveness of the Campaign.