Setting up CashStar eGift Card Enclosures

CashStar provides secure digital gifting and incentive solutions through digital eGift Card programs for national and local restaurants and retail stores. The CashStar eGift Card service in Emplifi Agent provides the ability to send and track eGift Cards on cases.

To set up CashStar eGift enclosures in Emplifi Agent you need to complete the following:

1. Set up the Web Service Configuration. Select Administration > Configuration Settings. Open the appropriate configuration, then in the Configuration bar, select Web Services. For details, see Configuration: Web Services.
   CashStar specific information:

   1. Enter the Service ID.

   2. Enter the Service URI (provided from CashStar).
      If your company utilizes separate Training and Production environments for Emplifi Agent you will most likely have two different CashStar services defined and will not be able to copy the service from Training to Production because the Service URI would be unique for each environment.

   3. Select "None" as the Authentication Type, since you will use Emplifi credentials to connect to the Web service.

   4. Select "CashStarProvider" as the Interface. A default Configuration Doc displays. You must enter your company's merchant_code provided by CashStar. The following is the default Configuration Doc text:
      <?xml version="1.0"?><cashstarconfiglist><cashstarconfig merchant_code="" challenge_description="your email address"/></cashstarconfiglist>
      An email challenge is always displayed when retrieving CashStar eGift Cards and by default “your email address” displays as the challenge description on the retrieval window.

2. Set up Web Service Providers for CashStar. Typically you will have a default provider and possibly a provider for individual brands (if the brands are processed differently). In Administration, select System Setup > WebService Providers. For more information, see WebService Providers.
   CashStar specific information:

   1. Enter the Provider ID and Description.

   2. Select the WebService ID that you defined in Configuration: Web Services. The arguments document displays:
      <?xml version="1.0"?><cashstarargumentslist><cashstararguments from="Customer Care" faceplate_code="" challenge_description="" merchant_code=""/></cashstarargumentslist>

   3. You only insert values if you want to override the default values set in the Configuration and by CashStar. For example, entering a specific faceplate_code. If you want to use a different faceplate from the default, for example, if you have multiple brands you may want to create a Webservice provider for each brand with its own unique arguments document. In addition, by default “Customer Care” is displayed by CashStar as the “from” portion of the eGift Card email, but can be updated in the arguments document.

3. Define CashStar eGift Card enclosures. For instructions about creating enclosures, see Defining Enclosures.
   CashStar specific information:

   The following fields need to be set on a CashStar eGift Card enclosure definition:

   1. When you enter the Enclosure Code ID, it is suggested that you use "CashStar" or "eGift" as part of the ID to make the codes easier to find.

   2. Select "Variable Limited Offer" as the Enclosure Type.

   3. Select "No Split Allowed" as the Detail Split Type.

   4. Select the WebService Provider for Pick to the CashStar Web service provider for the brand.

   5. Select "No" for the Link To Letter(On Add) field.

   6. Select "No" for the Link To Letter(On Prep) field.

   7. Clear the Require Link to Letter check box.

4. Issue a CashStar eGift Card from a case.
   CashStar specific information:

   The following fields impact how the CashStar eGift Cards are processed:

   1. Select the appropriate CashStar Enclosure Code.

   2. Enter the Value for the eGift Card.

   3. Select the caller in the Send To for the eGift Card. Verify that a name and email address has been entered for the caller, because the Send To determines where the eGift Card is sent.

   4. Enter an optional eGift Card Note which will appear on the eGift Card. If left blank, the eGift Card defaults to "Please accept this eGift Card. We appreciate your comments and your business."

   5. Select "Picked" as the Status.

   6. Save the case. This will issue the eGift Card immediately and update the eGift Card Number, eGift Card Order Number, eGift CardCurrent Balance, eGift Card Balance Last Updated, eGift Card Status, and eGift Card faceplate.
      If the Web service provider call fails, Emplifi Agent displays the error returned by the provider and the enclosure Status is reverted to "Ready to Pick."

Re-issuing an eGift Card

To reissue an eGift Card, you access the eGift Card Rebalance utility. For instructions, see eGift Card Rebalance.

Voiding an eGift Card

To cancel a previously issued eGift Card, from the Enclosure view for an eGift Card enclosure on a case, set the enclosure Status to "Void" and Save the case. The eGift Card Status changes to "Closed" when the card is canceled.