Difference between revisions of "CasperVend 2/Gift Cards/V3/Track Manage"

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(Created page with "<< Back = '''<span style="color:#00528c">Manage and track your issued cards</span>''' = The Version 3 gift card system introduces a revolution...")
 
 
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|'''Pending Credit'''
 
|'''Pending Credit'''
 
|A "pending credit" is an amount of money which is credited to a customer's account, but hasn't yet been applied to a gift card (this usually happens in Manual mode). It will be applied to a gift card the next time the customer wears one.
 
|A "pending credit" is an amount of money which is credited to a customer's account, but hasn't yet been applied to a gift card (this usually happens in Manual mode). It will be applied to a gift card the next time the customer wears one.
 +
|-
 +
|'''History'''
 +
|Every time a card is issued, activated, worn, topped-up, credited, or used for a purchase, we store a log of that event. This is the gift card history, and as a merchant, you can see all this information, by searching for an avatar or clicking a link on one of their transactions.
 +
|}
 +
 +
= '''<span style="color:#00528c">The CasperVend Website</span>''' =
 +
 +
The primary way to track your gift cards is via the CasperVend control panel. You should be familiar with this already from setting up your CasperVend system, so we won't cover how to access or log into that from here.
 +
 +
Click the "Gift cards" tab on the left hand side of the page.
 +
 +
By default, the first thing you'll see is the ISSUE VIEW.
 +
 +
== Version blocking ==
 +
 +
Near the top of the page, you will see "Block gift cards older than.." - this feature allows you to disable cards older than a set version. We highly recommend that, after a grace period, you set this to "v3.0" to disable version 2 and older cards, since these are less secure.
 +
 +
== Issue view ==
 +
 +
=== Search for an avatar ===
 +
 +
This is a powerful search tool which allows you to not only find cards that a customer bought, but also any cards which they have worn at some point in the past. To search, enter a complete avatar name and hit "Go".
 +
 +
Partial avatar name searches will not work. Display names will not work.
 +
 +
'''OK:'''
 +
CasperVend
 +
CasperVend Resident
 +
Casper Warden
 +
casper.warden
 +
 +
After you have searched for an avatar, you will be taken to the results view.
 +
 +
=== Show Blocked ===
 +
 +
By default, issues that you have blocked will not show up in the list (unless you've only just blocked them).
 +
 +
By ticking this box, you can show blocked issues and unblock them if you wish
 +
 +
=== Issue List ===
 +
 +
The first thing you will see is a list of your gift card "Issues".  If you've only just issued your first card, you'll probably see only a single entry here.
 +
 +
The page shows some useful information about each issue:
 +
 +
{| class="wikitable"
 +
|-
 +
|'''Issue ID'''
 +
|The unique identifier for this issue. Think of it like a name or label.
 +
|-
 +
|'''Issue Time'''
 +
|The date and time that you created the issue.
 +
|-
 +
|'''Card Name'''
 +
|The name of the gift card at the time you issued the card (this is why we asked you to rename the card before you issued it)
 +
|-
 +
|'''Mode'''
 +
|Either "Balance" for balance mode, or "Product" for product mode. If you use the Modern distribution method, this will always be Balance.
 +
|-
 +
|'''Balance'''
 +
|The L$ balance on the card. If you use the Modern distribution method, this will be L$0 since the credit is applied after the card is activated.
 +
|-
 +
|'''Activations'''
 +
|The number of cards that have been activated from this issue.
 +
|-
 +
|'''Blocked'''
 +
|This allows you to block an ENTIRE ISSUE of gift cards, which is useful if you made a mistake or if you no longer wish them to be used. You can unblock them at any time.
 +
|-
 +
|'''View Activations'''
 +
|This will take you to Cards view below, and display all the Cards which have been activated from this issue.
 +
|}
 +
 +
== Cards view ==
 +
 +
=== Search for an avatar ===
 +
 +
Works the same as Search in Issue View.
 +
 +
=== Show Blocked ===
 +
 +
By default, cards that you have blocked will not show up in the list (unless you've only just blocked them).
 +
 +
By ticking this box, you can show blocked cards and unblock them if you wish
 +
 +
=== Cards List ===
 +
 +
After you click "View Activations" next to an issue, you'll be taken to the Cards view. This is a list of gift cards which have been activated from the issue you selected.
 +
 +
{| class="wikitable"
 +
|-
 +
|'''Card ID'''
 +
|The unique identifier for this gift card. Think of it like a name or label.
 +
|-
 +
|'''Activated By'''
 +
|The avatar that wore the card to activate it (usually the customer that bought the card).
 +
|-
 +
|'''Activated Time'''
 +
|The date/time that the card was activated.
 +
|-
 +
|'''Current Owner'''
 +
|The last known owner of the card. It may be different from the 'Activated By' name if the card has been transferred to another avatar. '''Please note that this will not update until the new owner wears the card. There's no way for us to know if it's been transferred but not worn.'''
 +
|-
 +
|'''Balance'''
 +
|The current L$ balance on the card.
 +
|-
 +
|'''Blocked'''
 +
|This allows you to block this particular gift card.
 +
|-
 +
|'''View History'''
 +
|This will take you to History View, which will show you where the card has been and who has used it.
 +
|}
 +
 +
=== Results view ===
 +
 +
The results view is identical to the Cards View, except it only shows cards which have been owned by the avatar you searched for.
 +
 +
However, this view additionally has a Pending Credits tool which lists any pending credits scheduled to be credited to the avatar. You can delete these if you wish, or you can even add an extra credit if you're feeling nice :)
 +
 +
=== History view ===
 +
 +
When you click "View History", you'll be taken to history view, which shows the following information:
 +
 +
{| class="wikitable"
 +
|-
 +
|'''Time'''
 +
|The date/time that the event occurred
 +
|-
 +
|'''Card Owner'''
 +
|The avatar that owned the card '''at the time of the event'''
 +
|-
 +
|'''Event'''
 +
|The event that occurred. 
 +
* Activated - the customer has worn the card for the first time, activating it.
 +
* Change Ownership - the card has been transferred to a new avatar.
 +
* Credit Applied - a pending credit has been applied to the card. Unless it's a manual credit, you can click this text to view the transaction that applied the credit.
 +
* Purchase - the card was used to purchase an item. You can click this text to view the transaction for the purchase.
 +
* Texture Purchase - the card was used to purchase a texture from a TextureVend vendor.
 +
* Balance Transfer - the customer has transferred balance to or from this card.
 +
* Topup Applied - the card has been topped up via a topup terminal
 +
|-
 +
|'''Difference'''
 +
|The change in balance on the card. This can be positive or negative depending on the event.
 +
|-
 +
|'''Old Balance'''
 +
|The balance on the card before the event occurred
 +
|-
 +
|'''New Balance'''
 +
|The balance on the card after the event occurred
 
|}
 
|}

Latest revision as of 16:17, 30 September 2019

<< Back

Manage and track your issued cards

The Version 3 gift card system introduces a revolutionary level of tracking to help you keep an eye on your gift card network.

First of all, we'll explain some core terminology so that you can work with these tools effectively:

Gift card terminology
Issue Every time you "issue" a gift card with the "set issue" command, it creates a new issue. When customers wear the card, it takes the values from the Issue to create a Card.
Activation An activation happens the first time a customer wears a gift card.
Card A card is an activated gift card which was based on an issue that you made.
Transaction A transaction is a sale through your vendors. When you (or your customers) pay a vendor, a Transaction URL is generated, and this URL provides information about any gift cards used, if applicable.
Pending Credit A "pending credit" is an amount of money which is credited to a customer's account, but hasn't yet been applied to a gift card (this usually happens in Manual mode). It will be applied to a gift card the next time the customer wears one.
History Every time a card is issued, activated, worn, topped-up, credited, or used for a purchase, we store a log of that event. This is the gift card history, and as a merchant, you can see all this information, by searching for an avatar or clicking a link on one of their transactions.

The CasperVend Website

The primary way to track your gift cards is via the CasperVend control panel. You should be familiar with this already from setting up your CasperVend system, so we won't cover how to access or log into that from here.

Click the "Gift cards" tab on the left hand side of the page.

By default, the first thing you'll see is the ISSUE VIEW.

Version blocking

Near the top of the page, you will see "Block gift cards older than.." - this feature allows you to disable cards older than a set version. We highly recommend that, after a grace period, you set this to "v3.0" to disable version 2 and older cards, since these are less secure.

Issue view

Search for an avatar

This is a powerful search tool which allows you to not only find cards that a customer bought, but also any cards which they have worn at some point in the past. To search, enter a complete avatar name and hit "Go".

Partial avatar name searches will not work. Display names will not work.

OK: CasperVend CasperVend Resident Casper Warden casper.warden

After you have searched for an avatar, you will be taken to the results view.

Show Blocked

By default, issues that you have blocked will not show up in the list (unless you've only just blocked them).

By ticking this box, you can show blocked issues and unblock them if you wish

Issue List

The first thing you will see is a list of your gift card "Issues". If you've only just issued your first card, you'll probably see only a single entry here.

The page shows some useful information about each issue:

Issue ID The unique identifier for this issue. Think of it like a name or label.
Issue Time The date and time that you created the issue.
Card Name The name of the gift card at the time you issued the card (this is why we asked you to rename the card before you issued it)
Mode Either "Balance" for balance mode, or "Product" for product mode. If you use the Modern distribution method, this will always be Balance.
Balance The L$ balance on the card. If you use the Modern distribution method, this will be L$0 since the credit is applied after the card is activated.
Activations The number of cards that have been activated from this issue.
Blocked This allows you to block an ENTIRE ISSUE of gift cards, which is useful if you made a mistake or if you no longer wish them to be used. You can unblock them at any time.
View Activations This will take you to Cards view below, and display all the Cards which have been activated from this issue.

Cards view

Search for an avatar

Works the same as Search in Issue View.

Show Blocked

By default, cards that you have blocked will not show up in the list (unless you've only just blocked them).

By ticking this box, you can show blocked cards and unblock them if you wish

Cards List

After you click "View Activations" next to an issue, you'll be taken to the Cards view. This is a list of gift cards which have been activated from the issue you selected.

Card ID The unique identifier for this gift card. Think of it like a name or label.
Activated By The avatar that wore the card to activate it (usually the customer that bought the card).
Activated Time The date/time that the card was activated.
Current Owner The last known owner of the card. It may be different from the 'Activated By' name if the card has been transferred to another avatar. Please note that this will not update until the new owner wears the card. There's no way for us to know if it's been transferred but not worn.
Balance The current L$ balance on the card.
Blocked This allows you to block this particular gift card.
View History This will take you to History View, which will show you where the card has been and who has used it.

Results view

The results view is identical to the Cards View, except it only shows cards which have been owned by the avatar you searched for.

However, this view additionally has a Pending Credits tool which lists any pending credits scheduled to be credited to the avatar. You can delete these if you wish, or you can even add an extra credit if you're feeling nice :)

History view

When you click "View History", you'll be taken to history view, which shows the following information:

Time The date/time that the event occurred
Card Owner The avatar that owned the card at the time of the event
Event The event that occurred.
  • Activated - the customer has worn the card for the first time, activating it.
  • Change Ownership - the card has been transferred to a new avatar.
  • Credit Applied - a pending credit has been applied to the card. Unless it's a manual credit, you can click this text to view the transaction that applied the credit.
  • Purchase - the card was used to purchase an item. You can click this text to view the transaction for the purchase.
  • Texture Purchase - the card was used to purchase a texture from a TextureVend vendor.
  • Balance Transfer - the customer has transferred balance to or from this card.
  • Topup Applied - the card has been topped up via a topup terminal
Difference The change in balance on the card. This can be positive or negative depending on the event.
Old Balance The balance on the card before the event occurred
New Balance The balance on the card after the event occurred