Paytronix Integration Overview

  • Updated

The Olo Engage integration with Paytronix enables brands to automatically pass data from Paytronix to Engage and vice versa. This can include valuable information such as guest loyalty status, loyalty tier, and loyalty enrollment date.

There are two primary ways the platforms integrate:

  • The Engage Guest Data Platform (GDP) sends reservations data to the Paytronix destination (aka the "Reservation" integration)
  • The Paytronix Platform is a source that sends loyalty member data to Engage GDP (aka the "Guest Data" integration)

Table of Contents

Paytronix Data in Engage

The below table reflects the Paytronix data ingested in Engage. The actual data passed may vary on a brand-by-brand basis.

Product/Feature Support Behavior
Host/Order Management ⚠️ Paytronix data does not sync directly to Host or Order Management. However, if Paytronix guest data is used in a Segment and then is applied to a Smart Tag, that would be surfaced in the Host app.
GDP ✅

Identify Event Fields

  • Email Marketing Opt In
  • SMS Marketing Opt In
  • First Name
  • Last Name
  • Title (e.g. Mr., Mrs., etc.
  • Paytronix Address (multiple distinct fields below)
    • address, address_2, city, state, zipcode
  • Day of Birth
  • Month of Birth
  • Year of Birth (not available as a Segment)
  • Loyalty / Loyalty Status / Is Loyalty Member
  • Loyalty Program
  • Loyalty Tag
  • User Selected Merchant ID
  • Paytronix Push Opt In
  • Paytronix Email Marketing Opt In
  • Paytronix Email Failed
  • Paytronix Is Registered
  • Paytronix Tier
  • Paytronix Card Template
  • Paytronix Card Number
  • Paytronix Account Status
  • Paytronix Enroll Date
  • Paytronix Enroll Store Code
  • Paytronix Enroll Store Name
  • Paytronix Favorite Store Code
  • Paytronix Favorite Store Name
  • Paytronix Register Date
  • Paytronix Last Guest Activity Date
  • Paytronix Stored Value
  • Paytronix Points
  • Paytronix Lifetime Points
  • Paytronix Dollars Spent
  • Paytronix Annual Points
  • Paytronix Visits
  • Paytronix Loyalty Dollars

Track Events and Associated Properties

  • Loyalty Program Joined
    • Paytronix Enroll Date
    • Paytronix Tier
    • Paytronix Last Reload Date
    • Email Address
    • Phone Number
  • Last In-Store Loyalty Visit
    • Last Guest Activity Date
    • Store ID
    • Paytronix Card Number
    • Email Address
    • Phone Number

Note: Not all data will be available for every program or on every guest record. However, if the data is passed from Paytronix, it will be captured.
Guest Profile ✅

View All Guest Profile Fields: Paytronix data from Identify Events will appear in the Custom Fields section.

Timeline: Track Events such as Loyalty Program Joined will show up in the Guest Timeline.

Guest Notes: N/A

Analytics: Paytronix data will not populate here.
Segments ✅

Paytronix data from Identity Events is available in the Custom Properties section of the Select Property dropdown in the Segment builder.
Computed Properties ✅ Paytronix data from Track Events and their applicable properties is available in Computed Properties.
Automations ✅

Paytronix data from the Loyalty Program Joined Track Event and its applicable properties can be used as an automation Trigger and Pre-Entry Filter.

Paytronix Identify Events can also indirectly be used in Automations by creating a Segment, enabling it for automation, and then using a Segment Entered or Segment Exited Trigger.
Tableau ✅

Paytronix will show up as a Guest Channel in the Guest Book Growth Report.

 

Activating the Integration

The steps required to activate a Paytronix integration vary based on which of the two integration types is being implemented. In either case an Olo Implementation Specialist will guide you throughout the setup process. At a high level, the process will contain the steps below.

Reservation Integration

  1. Work with Paytronix to gather the required information: template ID, Perks JSON array, and Paytronix Merchant ID values
  2. Olo Implementation Specialist to support mapping Paytronix Merchant IDs to Engage Merchant IDs
  3. Olo configures the integration and performs data validation
  4. The Integration is turned on in Production

Ingestion Integration

  1. Email Paytronix customer support with the Olo Implementation Specialist copied and request a recurring file drop of the "Guest Analysis Report"
    1. There are two configurations of this report within Engage. Please work with your Olo Engage Implementation Specialist to discuss your specific needs.
  2. Olo Implementation Specialist to coordinate SFTP configuration
  3. Olo configures the integration and performs data validation
  4. The Integration is turned on in Production

Example Use Cases

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

Note: The exact names of fields/properties listed in the below examples may differ from what is available in your account. 

Use Case: Market to Loyalty and Non-Loyalty Guests

Engage GDP can capture guest data from multiple sources such as POS, online ordering, and loyalty. If you want to market to loyalty and non-loyalty guests from a single communication, you can easily create a Segment to do so.

  • Example Segment: Email Marketing Opt In Equals True (this would be inclusive of Paytronix and non-Paytronix guests)
  • Paytronix - Email Marketing Opt In Segment.png

Use Case: Refine Loyalty Guest Segmentation

Brands can layer Engage attributes like Predicted Guest Lifetime Value and RFM Quantile on top of Paytronix guest data to create highly personalized Segments.

  • Example Segment: Paytronix is Registered Equals True AND RFM Quantile Equals 111
  • Paytronix - Loyalty plus RFM.png

Use Case: Branching Marketing Automation Flows

Create single or multi-step personalized campaigns with different content/creative depending on whether or not the guest is enrolled in your loyalty program.  

Paytronix Automation.png

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