Searching for Token Activity
Vindicia Subscribe Portal User Guide
- Vindicia Subscribe Portal User Guide Overview
Chargeback Reason Codes
Status Definitions
Payment Capture Flows
Reports
Billing Notifications and Templates
Chargebacks
Transactions
Campaigns
Tokens
Credits
AutoBills
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Billing Plans
Products
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Vindicia Subscribe Dashboard
Using the Vindicia Subscribe Portal
Overview
Vindicia Subscribe for Salesforce
Searching for Token Activity
In addition to managing Tokens themselves, you may also view how your Tokens are being used in your Transactions. Token activity occurs when the quantity of a Token type associated with a customer Account changes. Quantities may be incremented or decremented in response to direct customer action (purchase), a customer service interaction (grant or refund), or an automated AutoBill event (decrement, grant, or purchase).
Note Token grant activities increase (increments) the quantity of a Token type associated with a customer Account, while decrement activities decrease the quantity.
Purchase and Refund activity may either increment or decrement Token Type quantity, depending on the nature of the activity. For example, if a customer purchases a Product that grants Tokens directly, the number of that Token Type is incremented in the customer’s Account. If, instead, the customer has a number of Tokens in an Account, and uses them to purchase a Product (for example, a download) using Tokens, then the purchase results in a decrement of the Token quantity.
To search and view Token Activity in the portal, select Search > Token Activity from the menu bar to open the Search Token Activity page.
Token Activity Search page
Vindicia Subscribe uses the information provided to generate a list of all matching Token Activity associated with your Vindicia Subscribe system. If you do not provide any search criteria, all Token Activity from your account is returned.
- Use the Date Range field to narrow Token Activity searches to those that occurred within a specified period of time.
- Enter other search parameters, as desired, in the fields provided.
Leave all fields blank to search for all Products.
Field |
Description |
Merchant Transaction ID |
Enter the complete Transaction ID, including any leading and trailing zeros. Case sensitive. |
Merchant Customer ID |
Enter the complete Merchant Customer ID, including leading and trailing zeros. Case sensitive. |
Customer Name |
Enter part or all of customer name to match. Case insensitive. |
Customer Email |
Enter the entire email address of the customer. Case insensitive. |
Token ID |
Enter part or all of the Token ID to match. Case insensitive. |
Token Activity Type |
Select the type of Activity to search for. Choices include:
|
In addition to specifying search criteria on the Token Activity Search page, you can click the Choose display columns text link to display a list of check boxes that allow you to specify the information you want to display on the Manage Products page when Vindicia Subscribe processes your search, and to indicate if the results should be displayed in a printer-friendly format.
The following table describes the available print and results display options:
Field |
Description |
Date |
Checked by default. When checked, displays the date of the activity. |
Customer ID |
Checked by default. When checked, displays the ID of the customer affected by the activity. |
Customer Name |
Checked by default. When checked, displays the name of the customer. |
Customer Email |
Checked by default. When checked, displays the email address of the customer. |
Token ID |
Checked by default. When checked, displays the ID of the Token to which the listed Activity Type applies. |
Transaction ID |
Checked by default. When checked, displays the transaction ID related to the Token activity, if applicable. Not all Token activity is related to transaction processing, so this field may be empty even if this box is checked. |
Amount |
Checked by default. When checked, displays the amount related to the Token activity. |
Activity Type |
Checked by default. When checked, displays the activity related to the Token. Activity Types include:
|
Description |
Checked by default. When checked, displays the Token description. |
Note |
Checked by default. When checked, displays a note associated with the specific Token for which activity is reported, if any. |
To search for a specific Token activity or group of related Token activities:
- Specify search criteria on the Token Activity Search page to narrow the number of activities returned by your search.
- Check any desired search display options on the Token Activity Search page.
- Click the Submit button to process your request.
Vindicia Subscribe processes your search request and displays a list of Token Activities that match your search criteria on the Token Activity List page.
Token Activity List Page
A summary of all Token Activity results arranged by Activity Type and Token ID appears at the bottom of the page.
You may download the information shown on the Token Activity List page to a CSV file.
To download the Token Activity list to a CSV file:
- Click the Download as CSV link.
Your browser displays its standard Save As dialog, where you are prompted to provide a name for the downloaded file, and to specify a location to store it.
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