Difference between revisions of "NATS4 Cascade"

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A [[Cascade|cascade]] sends customers through multiple billers based on their payment option in order to encourage more customers to sign-up. If a customer is rejected from one billing processor, the cascade will put them through all available billing options until they are either accepted by a processor, or rejected by all available processors.
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== What Are Cascades? ==
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A [[Cascade|cascade]] sends [[ct#Surfer|surfers]] through multiple [[Biller|billers]] based on their payment option in order to encourage more customers to sign-up. If a customer is rejected from one billing processor, the cascade will put them through all available billing options until they are either accepted by a processor, or rejected by all available processors.
  
== Adding a cascade ==
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[[File:Cascades_capture.PNG|450px|Available Biller Cascades]]
# Two cascades are automatically created if you select a biller that has both credit card and check processing. You may use or ignore these default cascades.
 
# Click on the Add a Cascade tab at the top.
 
# On the next page, enter a short name for the cascade, a description, the weight, and the first biller. The short name must not contain spaces.
 
# Add more billers as needed and repeat the previous steps.
 
# When all cascade options have been exhausted by a customer, NATS sends them to the Denial URL.
 
  
== Editing the Steps in a Cascade ==
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== Cascades At A Glance ==
# Click on the View icon (magnifying glass) on the cascade to view the biller order already set up in this cascade.
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If a particular biller denies a surfer transaction, the surfer is sent to the next
# Other billers can be selected from the drop-down box below the cascade. After clicking Add, the biller will appear in Edit mode.  
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biller in the cascade. The diagram, Figure 1.1, provides a simple, graphical representation of this process:
# Select a method of processing from the first drop-down menu.
 
# By selecting a country in Target (or Exclude), the cascade only performs (or ignores) that step for people of that country. Selecting no billers selects all billers, while multiple countries can be selected by holding down the CTRL key while selecting. CTRL and re-clicking will unselect an item.
 
# After saving, four options appear in the biller actions line: arrows that will move the option up or down in the list, edit, and delete.
 
# There are 4 other options in the Biller drop-down box that can be used to set up a cascade:
 
  
* Stop Cascade -- stop executing the cascade
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[[File:Cascade_model_single.jpg|450 px|Figure 1.1 - Example Cascade Model]]
* Switch Cascade -- switches from one cascade to another
 
* Show Template -- shows a predetermined template on the site
 
* Redirect -- sends them to a designated web page
 
  
== Editing the Cascade's Details ==
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Surfers are sent from one biller to the next until they complete a
# Edit changes the cascades details
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transaction or the surfer reaches the end of the Cascade. A cascade ends
# Two features use the Weight setting
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with either of the two special cascade steps: Stop Cascade or Switch
## NATS will switch between two cascades with the same description, using the weight to decide which to display. The option with a higher weight will appear more.
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Cascade step. For example: a credit card processing cascade might ''switch cascade'' to a check processing cascade.
## Automatic Cascade skips the join form cascade selection and sends the surfer directly to the first biller in the cascade. This option is usually used with geo-targeting.
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# Hide Cascade lets you associate the cascade with a site but not have it appear on the join form. You can use this to offer the cascade later, like on the Denial template when other options have been exhausted.
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Each Cascade has a description attribute, which is displayed to the
# Target/Exclude can be used on the entire cascade. This will actually add or remove it from the join form for those countries
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surfer on the [[ct#Join Form|Join Form]]. Usually this description is "Join by ''payment type''." By selecting a payment type, the surfer transparently selects
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the Cascade to handle their transaction.
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Cascades can also [[NATS4_Geo-Targeting_Cascades|geo-target]] whole Cascades or individual Cascade steps
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using the GeoIP program. Geo-targeting sends surfers from a designated location
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to a different cascade than surfers from another location.
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NATS can also randomly choose the cascade a surfer sees. For example:
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you can divide your surfers between two billers to test the biller's effectiveness.
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== Adding/Editing a cascade ==
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You can add a new biller cascade to your [[NATS4]] install through the [[NATS4 Billers Admin|Billers Admin]]. The Billers Admin also allows you to edit any currently existing biller cascades by using the available action icons.
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For more information on these features, please see our [[NATS4 Add Cascade]] wiki article.
  
 
== Extra Cascade Rules ==
 
== Extra Cascade Rules ==
You can add extra cascade rules by clicking the Edit Cascade Rules icon.
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You can add extra cascade [[NATS4 Rules|Rules]] by clicking the Edit Cascade Rules icon. These extra rules allow you to limit this cascade to certain affiliates, programs, sites, times, and tours with the ENABLE rule. You can also choose to exclude certain affiliates, programs, sites, times, and tours from your cascade with the DISABLE rule. For more information on setting up Rules, please see our [[NATS4 Rules]] wiki article.
The extra rules let you only only display this cascade on a specific
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tour or program or for a specific affiliate or during a specific time.
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[[File:Cascade rule.PNG|450px|Adding a New Cascade Rule]]
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'''NOTE: You MUST have at least ENABLE one rule configured for your cascade, otherwise it will not work.'''
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[[Category:NATS4 Billers Admin]]

Latest revision as of 12:43, 2 April 2018

NATS 4
Members Admin
The Members Admin
View Member Details
Add Member
MySQL Auth
Mod Authn DB
Multisite Access
Member Logging
Member Password Retrieval
OpenID Connect
Mod Auth OpenIDC
ID Numbers
Billers Admin
The Billers Admin
Biller
Biller Fees
Taxes
NATS Cascades
Add Cascade
Cascade Weight
Autocascade
Hidden Cascades
Geo-Targeting Cascades
Post-Biller Templates
HTTPS Gateways
Timed Cascade Rules
Upgrade Plus
Token Plus
Gateway One Step Join
Extra Biller Fields
Send Information To Special Biller
Setting Rules
Cross Sell Supported Billers
Upsell Supported Billers
Packageplus Supported Billers
Tokenplus Supported Billers

What Are Cascades?

A cascade sends surfers through multiple billers based on their payment option in order to encourage more customers to sign-up. If a customer is rejected from one billing processor, the cascade will put them through all available billing options until they are either accepted by a processor, or rejected by all available processors.

Available Biller Cascades

Cascades At A Glance

If a particular biller denies a surfer transaction, the surfer is sent to the next biller in the cascade. The diagram, Figure 1.1, provides a simple, graphical representation of this process:

Figure 1.1 - Example Cascade Model

Surfers are sent from one biller to the next until they complete a transaction or the surfer reaches the end of the Cascade. A cascade ends with either of the two special cascade steps: Stop Cascade or Switch Cascade step. For example: a credit card processing cascade might switch cascade to a check processing cascade.

Each Cascade has a description attribute, which is displayed to the surfer on the Join Form. Usually this description is "Join by payment type." By selecting a payment type, the surfer transparently selects the Cascade to handle their transaction.

Cascades can also geo-target whole Cascades or individual Cascade steps using the GeoIP program. Geo-targeting sends surfers from a designated location to a different cascade than surfers from another location.

NATS can also randomly choose the cascade a surfer sees. For example: you can divide your surfers between two billers to test the biller's effectiveness.

Adding/Editing a cascade

You can add a new biller cascade to your NATS4 install through the Billers Admin. The Billers Admin also allows you to edit any currently existing biller cascades by using the available action icons.

For more information on these features, please see our NATS4 Add Cascade wiki article.

Extra Cascade Rules

You can add extra cascade Rules by clicking the Edit Cascade Rules icon. These extra rules allow you to limit this cascade to certain affiliates, programs, sites, times, and tours with the ENABLE rule. You can also choose to exclude certain affiliates, programs, sites, times, and tours from your cascade with the DISABLE rule. For more information on setting up Rules, please see our NATS4 Rules wiki article.

Adding a New Cascade Rule

NOTE: You MUST have at least ENABLE one rule configured for your cascade, otherwise it will not work.