Customer Scoring

Through Customer Scoring the merchant can use a Customer’s transaction history to determine their value to the organization. The merchant can track customer spend, how many and how often they purchase goods and services along with the number of returns and chargebacks.
 
Current Processing Stats
Step 1: Click on Customer Scoring in the Customers menu.
 
Step 2: To check the score of a customer, fill one of more fields in Current Processing Stats. You may select one using the Select button and choosing from the Customer database.  
 
Current Processing Stats allow merchant to view the several aspects of the customer’s spending history. This information includes: 
        » 0-30 days – the number of sales transactions processed in the past 30 days.
        » 31-60 days – the number of sales transactions in the past 31-60 days.
        » 61-90 days – the number of sales transactions processed in the past 61-90 days.
        » Refunds – the total number of refunded transactions.
        » Disputes – the total number of disputed transactions.
        » Total Dollars Rank – the mean average ranking of a customer’s total sales volume, within the scope of all customers who transacted with the merchant (in this system) over the Period (in months) set below.  
        » Total Transactions Rank – the mean average ranking  of a customer’s total transaction count, within the scope of all customers who transacted with the merchant (in this system) over the Period (in months) set below.  
        » Transactions Count – the total amount of transactions.
        » Chargebacks – the total number of chargebacks by a customer over the Period (in months) as set below.   
 
 
Step 3: Click on Select button to select a customers. 
 
Setup Scoring 
Step 4: Fill one or more fields in Setup Scoring. 
 
Setup Scoring allows merchant to set up a scoring system that automatically ranks all customers. Scoring is based on shopping patterns over a merchant specified Period.  The merchant can determine how important each characteristic of a shopper habits is.  In this fashion, total spend can be made more important than shopping frequency, or vice versa.  To create a scoring model, the following fields need to be complete:  
        » Period – the amount of time used to create a score.  Transactions in the Period are evaluated to create the Customer Score.
        » 0-30 days – total number of customer transactions over the given timeframe.  
        » 31-60 days – total number of customer transactions over the given timeframe.  
        » 61-90 days – total number of customer transactions over the given timeframe.  
        » Total Dollars Mean Average Rank – mean average rank of total dollars spent over the Period.  
        » Total Transactions Mean Average Rank – mean average rank of the total number of transactions completed over the Period.  
        » Transactions Count – total number of sales transactions completed in the Period.  
        » Refunds – the total number of refunds in the Period.  
        » Chargebacks – the total number of chargebacks in the Period.  
        » Disputes – the total number of disputes in the Period.  
 
Step 5: Click Save, the ranking will be saved. 
 
 
Tip: Click Clear to clear ranking setup. 
 
What If Scoring 
What if Scoring enables the merchant to fine tune the scoring model to match their needs.  By entering different values into each field the user can see the overall impact on the Customer Score.  Once the desired weighting has been achieved, the merchant can save the values into the model and all Customer Scores will be adjusted. 
 
Step 6: Click Copy to copy all of the information from the set up scoring field.
 
You can also enter the information manually, the information field includes:
        » Period – the amount of time used to create a score.  Transactions in the Period are evaluated to create the Customer Score.
        » 0-30 days – total number of customer transactions over the given timeframe.  
        » 31-60 days – total number of customer transactions over the given timeframe.  
        » 61-90 days – total number of customer transactions over the given timeframe.  
        » Total Dollars Mean Average Rank – mean average rank of total dollars spent over the Period.  
        » Total Transactions Mean Average Rank – mean average rank of the total number of transactions completed over the Period.  
        » Transactions Count – total number of sales transactions completed in the Period.  
        »  Refunds – the total number of refunds in the Period.  
        » Chargebacks – the total number of chargebacks in the Period.  
        » Disputes – the total number of disputes in the Period.  
 
Step 7: Click Recalculate to update the Customer Score in the What if Scoring analyzer.
 
Tip: Click Clear button to clear What If ranking setup. 
 
Tip: There are two different customers in the gateway. Casual customers are described in this section and are called Customers within the scope of this system. Clients (who are also customers of the merchant) are part of the Data Vault, the gateway’s recurring billing management system. The two customer repositories are treated separately in functionality and otherwise. Customers can exist in both places, but not all Customers are Clients (housed in Data Vault).
 
 
 
 
 
 
 
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