Chase Paymentech Integration Overview

  • Updated

The Olo Engage integration with Chase Paymentech enables brands to ingest their payments data into Engage and match it to Orders and Guests in GDP. This empowers brands to see a unified view of their guests, inclusive of on- and off-premise interactions.

Chase Paymentech is one of several payment processors integrated with Engage. To see if your payment processor is supported within Engage, please reach out to your Olo sales or customer success representative. 

Chase Paymentech Data in Engage

The below table reflects the capabilities of the Engage <> Chase Paymentech integration. The actual data passed may vary on a brand-by-brand basis.

Product/Feature Support Expected Behavior
Guest Profile ✅

View All Guest Profile Fields: Smart Properties such as Total Card Swipes and Total Card Spend will display in the Custom Fields section.

Timeline: No events specific to Chase Paymentech will appear in the Guest Timeline.

Analytics: Smart Property powered values like Predicted GLV and Churn Risk will populate.
Segments ✅ Processor-enriched data is available under the Smart Properties section in the Select Property dropdown.
Computed Properties 🔴 Processor-enriched data is not available in Computed Properties.
Automations ✅

Processor-enriched data can indirectly be used in Automations by creating a Segment using a Smart Property.

  • E.g. Total Card Swipes Greater 2
Next, select the Enable for Automations button from the Segments screen. From there it can be used in an automation using the Segment Entered or Segment Exited Trigger.
Host ⚠️ Process-enriched data is not directly visible in or used by Host. However, a Segment can be created using a Smart Property and then turned into a Smart Tag, which is visible in Host.
Reporting ✅

Applicable Reports

  • Guest Data Enrichment
  • Revenue by GLV Percentile
  • Guest Retention and Habituation
  • Menu Item Analysis

 

Activating the Integration

An Olo Implementation Specialist will guide you throughout the setup process. At a high-level, the process will contain the below steps:

  1. Contact Chase Paymentech relationship manager to initiate a tri-party agreement. 
    1. There is no cost from Olo Engage to execute the tri-party agreement. If Chase imposes a fee, it would be paid by the brand directly to Chase.
  2. Chase Paymentech begins sending Delimited File Report (DFR). 
  3. Olo configures the integration and performs data validation.
  4. Integration is turned on in Production.

Example Use Cases

There are many ways you can leverage Chase Paymentech data within the Olo Engage ecosystem. Listed below are a few common use cases to consider. 

Use Case: View a Specific Guest’s Predictive GLV and Churn Risk
Part of Engage’s Smart Properties, these two metrics can be found on the Analytics tab of the Guest Profile.

Chase Paymentech - Use Case 1.png

Use Case: Create a Segment using Smart Properties
Smart Properties, which are in part powered by a payment processor integration, can be used to create Segments for analysis and marketing. 

  • Example Segment: RFM Equals 111 (this would target your top guests by Recency, Frequency, and Monetary Spend)
  • Chase Paymentech - Use Case 2.png

Use Case: Set up an Automation based on Smart Properties
Automate the sending of an email, text message, or mobile push notification based on Smart Properties such as Historical Spend Annualized, Total Card Swipes, and Total Card Spend. 

  • Example Automation: Trigger When a guest has Visited | Pre-Entry Filter CRM by Total Card Spend Greater 500
  • Chase Paymentech - Use Case 3.png

 

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