It’s never fun to talk about customer cancellations, but the truth is, the more you know about why members cancel, the better you can address customer needs and ultimately make your service better so you’re retaining more members over the long haul.
Great news: the ability to use cross-selling to entice consumers with related items at the point of sale is now available in the Merchant Portal, with even more options than you had in our old Suite.
New in the Merchant Portal this week: view recent cancellations and expirations; and learn more about unsuccessful rebills, including the date of the next billing attempt.
Today we released two updates to the Merchant Portal: an enhancement to the Approval Rates report, and a new option for Price Points.
It’s now been 6 months since we launched our new Merchant Portal. The redesigned portal brought you a host of new functionality at once, with the ability to manage your consumers, websites, and all of your pricing, not to mention reporting to help you track performance, with enough data to help you make good decisions.
A list of your websites, price points, and all the data associated with them is always available for you in the SegPay Merchant Portal. But what if you want to grab that data and save or share it in different formats? We’re glad you asked! As of today, you can download all of your website and price point info in an Excel file, or a CSV or PDF. Go to My Websites in the Merchant Portal, and when viewing your list of sites or price points, look for the Download link above the table.
The Transaction Detail report now lets you see the type of payment used, and for credit card payments the type of card (Visa, Mastercard, Amex, etc.). When running the report, select Advanced Options and choose Card Type and Payment Type.
It’s been about two months since merchants first got a look at SegPay’s new Merchant Portal, your central place to manage everything billing-related from virtually any device, anytime. Occasionally we will use this space to discuss specific features of the portal and address questions we’ve received from merchants. Today’s topic: reviewing, cancelling, refunding transactions and adding notes via the Manage Consumers tool.
We made a few changes to the Merchant Portal this week:
Adjustments was added as a new invoice type, so you can filter the report to only show your invoices that include Adjustments, such as when the credit card association fees were applied to your account:
We made a couple of updates to Transaction reports this morning:
Transaction Detail report: If you add Transaction Source to your report under Advanced Options (see image on right), your transactions are now defined more specifically, as one of the following: Signup, Conversion, Instant Conversion, Delayed Capture, Refund, Void, Chargeback, One-Click or Rebill.
Transaction Summary report: Certain One-Click transactions were not being counted in this report. As of today, this is fixed and all One-Click data is now accurately reflected.