Vindicia Webinar | What's new in CashBox

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CashBox makes it easier than ever to increase customer acquisition, boost customer retention, and extend your average customer lifetime value with features highlighted in this webinar: * Seasonal billing enhancements * “My Reports” functionality * Billing, refund & credit options * Expanded coupons & promotions * Flexible discounts & offers * Streamlined entitlement functionality * Futures

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Confidential | Copyright © 2013 Vindicia, Inc. 1

Nov 2013

What’s New in CashBox

Rony Mukhopadhyay

Sr. Director, Product Management

December 17, 2013

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Agenda

• What’s new in CashBox 4.2, 4.3

• How to upgrade

• Outlook 2014

• Questions

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• Seasonal Billing

• My Reports

• Advanced Campaign Features

• Search Tracking

• Additional Enhancements

CashBox 4.2 – New Functionality

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Seasonal Billing

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• Begin & end billing on specified dates

– Support installment plans

– Manage entitlements

– Only bill seasonal months

• Create various packages

through an intuitive interface

– Early bird purchase

– Mid-season enrollment

– Playoff packages

What Does Seasonal Billing Enable You to Do?

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Seasonal Billing – Simple to Set Up

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December 2013

Seasonal Billing – Simple to Set Up

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Seasonal Billing – Simple to Set Up

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Seasonal Billing Has Endless Possibilities

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Nov 2013

My Reports

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December 2013

My Reports

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Nov 2013

Notification of Finished Reports

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Download Reports

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Advanced Campaign Features

– AutoBillItem level campaigns

– Coupons over multiple billing cycles

– Streamlined promotion and coupon

object structure

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CashBox 4.2.0 – Additional Enhancements

• Enriched Entitlements

– Optimistic entitlement model

– Additional information on the entitlement

• Immediate Billing

– Add products

– Remove products

• Campaign Code Alias

– Added flexibility

– Improved appearance on transaction

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December 2013

Search Tracking – Setting the Stage

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CashBox 4.3

AutoBill

Account

AutoBillItem (Product)

AutoBillItem (Product)

AutoBillItem (Product)

Billing Plan

Payment Method

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How to Upgrade

Send email to

support@vindicia.com

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Outlook

Coming Soon AutoBill upgrade

Time-based campaigns

Client migration

Unique credit card identifier

Down the Road Processor reconciliation

AutoBill status redesign

Email template management

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Questions

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Thank You

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rony@vindicia.com 650-264-4728

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