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

1. What’s New in
CashBox
Rony Mukhopadhyay
Sr. Director, Product Management
December 17, 2013
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2. Agenda
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What’s new in CashBox 4.2, 4.3
How to upgrade
Outlook 2014
Questions
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3. CashBox 4.2 – New Functionality
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Seasonal Billing
My Reports
Advanced Campaign Features
Search Tracking
Additional Enhancements
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4. Seasonal Billing
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5. What Does Seasonal Billing Enable You to Do?
• 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
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6. Seasonal Billing – Simple to Set Up
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7. Seasonal Billing – Simple to Set Up
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8. Seasonal Billing – Simple to Set Up
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9. Seasonal Billing Has Endless Possibilities
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10. My Reports
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11. My Reports
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12. Notification of Finished Reports
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13. Download Reports
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14. Advanced Campaign Features
– AutoBillItem level campaigns
– Coupons over multiple billing cycles
– Streamlined promotion and coupon
object structure
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15. 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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16. Search Tracking – Setting the Stage
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17. CashBox 4.3
AutoBill
Account
AutoBillItem (Product)
AutoBillItem (Product)
AutoBillItem (Product)
Billing Plan
Payment Method
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18. How to Upgrade
Send email to
support@vindicia.com
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19. 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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20. Questions
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21. Thank You
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22. Like us on Facebook
facebook.com/vindicia
Follow us on Twitter
@Vindicia
Connect with us on Linkedin
linkedin.com/company/vindicia
rony@vindicia.com
650-264-4728
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