An Overview of Campaigns
CashBox Campaigns allow you to offer special discounts on your existing Products or time extensions to entitlement periods. Discounts can be either currency-based or percentagebased, and either 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 to retain long term customers.
Because CashBox allows you to track Campaign Codes from generation to redemption, you can evaluate your Code distribution methods, your offers, and your targeted marketing strategies.
CashBox provides two kinds of campaigns. Promotion Campaigns generate a single Campaign Code that can 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 can be used a defined number of times. Coupon Campaigns are often highly targeted, and Coupon Code distribution and redemption is trackable.
Campaigns can be distributed as discounts for a period of time for a service or subscription and can span multiple Billing Cycles. For example, a yoga studio might offer unlimited classes for three months at a set price. Campaigns can also be time-based. For example a news website might offer new subscribers 13 months for a 12-month subscription.
A rolling-period Campaign extends for a defined number of Billing Cycles and can be triggered at any point in time. For example, a cable company might offer three free months of a premium channel to new customers, whenever they sign up.
A fixed-period Campaign has a specific end date up to which the discount is valid. For example, a cleaning service might 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 active customer accounts. They can be time-limited, with a start and end date. They can also offer reduced, fixed prices, percentage discounts, or extended free periods.
CashBox offers a single page from which you can 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 you can use to examine the effectiveness of the Campaign
Campaign Code Generation and Distribution
Campaign Codes are the alphanumeric string a customer uses to redeem the special offer of the Campaign. CashBox will create Campaign Codes to your specification, and generate a list of codes that you may distribute. (CashBox does not manage the distribution of these codes to your customers.)
Coupon Campaign Codes can include a prefix, which you define before creating a Coupon Campaign. This Coupon Prefix must be unique within your defined campaigns—you can not use a Prefix more than once, or for different Campaigns. A Coupon Campaign appends a randomly generated, non-sequential, alpha numeric string to the Prefix to uniquely identify each Coupon. Note that while these strings, which are generated by CashBox, are not case sensitive, Coupon Prefixes are case sensitive.
Promotions offer a Promotion Code that can be used by many customers. Promotion discounts can be reflected in multiple Billing Cycles but are restricted by-AutoBill. This means CashBox does not permit a Promotion code to be applied more than once to the same AutoBill. Time-based Campaigns, however, can be granted for only one Billing Cycle.
Coupons offer multiple Coupon Codes, which can be redeemed as many times as you specify when you creat the Coupon Campaign. Coupon Codes are distributed individually, one per customer, and can be applied to multiple Billing Cycles for discount Campaigns or for one Billing Cycle for time-based Campaigns.
Applying Campaigns to Billing Transactions
CashBox automates the application of Campaigns to AutoBills.
To enable Campaigns, configure your storefront to accept a Campaign Code when your customer makes a purchase. Then, pass that Code to CashBox with other AutoBill information.
CashBox will validate the Code to make certain that the Campaign Code is accurate, that it is applicable to one or more Products on the AutoBill, and that it is still within its offer period. CashBox also checks to make certain that a Coupon Code has not yet been submitted more times than was allowed in its creation, and that a Promotion Code has not yet been used for the AutoBill to which it is applied.
CashBox will then automatically calculate any changes to the Billing Transaction, resulting from the redemption of a Coupon or Promotion Code, based on the Campaign details.
• Calculates the amount for the Billing Period(s), up to and including the total charge for the Period. (Campaigns will never result in a credit to the Account.)
• Calculates the sales tax based on the discounted, rather than the original amount, for the Campaign.
• Re-validates an applied Coupon or Promotion when upgrading, downgrading, or side-grading an AutoBill.
• Calculates the applicable Promotion or Coupon discount when prorating an Account during upgrade.
Campaign Codes on AutoBills with multiple Products will be applied to all eligible Products that do not yet have a Campaign discount associated with them.
Campaign discounts are "pre-tax." For example, on a bill that is $100, with a 25% off promotion, and 10% sales tax, the total billed would be $82.50.
Campaign discount -$25.00
sales tax $7.50
Note that Credits work differently than discounts; discounts are pre-tax, and Credits are post-tax. In the example above, given a $100 Product, and a $25 Credit, CashBox would first calculate the taxed, billable amount ($100 + 10% = $110), and then deduct the Credit ($110 - $25 = $85), for a total of $85.
Credits are always flat amounts, and are never a percentage of the total bill. For more information about granting and removing credits with CashBox, see Chapter 8: Credits.
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