On Account Cash Back

Hey everyone,

I saw somewhere in the forums about an organization that adds an additional amount to gift certificates when folks buy them. I was wondering about taking that a step further to try and retain as much on account money as possible through the end of the year with a scheme that tells patrons anything you leave on account through December 31st will earn 10% back (just spitballing amounts here). So if you had $1,000 bucks on account your opera accounts will now have $1,100. Then they can use that however they like (hopefully to renew their 21-22 subscription. 

Considerations:

1.) It will have to be in a different On Account Payment method so we don't accidentally allow refunds from this on account method.

2.) Anything not used by June 2022 will be turned into a donation (though I don't think we can credit the patron that donation).

3.) Will the coming TNEW ability to use on account methods sum up the balances of different on account payment methods so they can use those funds online?

Has anybody ever tried something like this? Anything I should consider or I'm missing? We may be able to get a donor to donate the money to run this program.

Thanks, Greg

Parents
  • Hi Greg,

    This sounds like a great way to incentivize future sales and reward your constituents for their support. With the upcoming TNEW release that includes On Account Payment Methods, you will be able to choose specific on account payment methods to apply to products or product types in the TNEW Product Editor or decide that a product or product type can use "all available" on account payment methods that the TNEW User has access to use for payment. So to your question (3), yes, TNEW could sum up all the balances of different on account payment methods to apply to an order.

    Let me know if you have any more questions!

    Thanks,

    Paul

  • Reading this with interest, we are not TNEW, but just curious, if on-account payment methods don't have good 'public facing' names, will there be a way to define what you want to display to the patron? Also, if multiple on-account methods are being summed together, I'd think you wouldn't want to define one name for those funds. Just curious if/where/how that would happen. Thanks!

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  • Reading this with interest, we are not TNEW, but just curious, if on-account payment methods don't have good 'public facing' names, will there be a way to define what you want to display to the patron? Also, if multiple on-account methods are being summed together, I'd think you wouldn't want to define one name for those funds. Just curious if/where/how that would happen. Thanks!

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