plexus how to use plexus incentives
Plexus Pay Portal Incentives Page 1 Incentives is a feature that allows Ambassadors to send incentive payments to customers and potential Ambassadors. The recipient of an incentive can use these funds to purchase merchandise from your website. To get started, select Send Incentive under the Incentive heading.
Next, you will be required to fill in appropriate information, including the amount, recipient's name, email address, and expiration date for the Incentive. The default expiration date is 30 days, but you can customize this for up to 6 months. You also have the option to enter a personal note. The first time you send an incentive, you'll need to enter the URL for your website. For future transactions, we'll store your website URL.
Plexus Pay Portal Incentives Page 2
Click Continue, then Confirm the transaction when you're ready.
Plexus Pay Portal Incentives Page 3
Recipient Instructions Recipients will receive a systemgenerated email notification that they've received an incentive.
The email contains an incentive, or coupon number, for the recipient to use on your website. After the recipient has added products to their shopping cart, they will enter the coupon number before placing the order.
Please note that Incentive funds must be spent in one transaction by the recipient. If the total amount of the incentive is not used, the remainder will be credited back to the sender's Pay Portal account, and will no longer be available to the recipient. As the sender, you will see the refunded amount appear as a credit line item on the transaction history page of your Pay Portal account.
Plexus Pay Portal Incentives Page 4
Viewing Transaction History As a sender, you have the ability to view your Incentive transactions from your Pay Portal account. Go to History, and you can filter to search for Incentive transactions.
Plexus Pay Portal Incentives Page 5 When you hover over a transaction, you will be able to see a 'quick view' of the full transaction details. Clicking the transaction will allow you to view the full transaction details, which you can view and print.
Plexus Pay Portal Incentives Page 6 Please note that in the Description line, the status of the payment will also be visible when any of the below statuses apply: Expired: The reference number or coupon code has expired. The expiration date by default is 30 days, however this can be modified for any period of time less than 6 months. The incentive will be returned to you as the sender if it's not used before the expiration. Cancelled: The transaction has been cancelled. Refunded: The full amount of the purchase has been refunded and credited to your Pay Portal account.
Next, you will be required to fill in appropriate information, including the amount, recipient's name, email address, and expiration date for the Incentive. The default expiration date is 30 days, but you can customize this for up to 6 months. You also have the option to enter a personal note. The first time you send an incentive, you'll need to enter the URL for your website. For future transactions, we'll store your website URL.
Plexus Pay Portal Incentives Page 2
Click Continue, then Confirm the transaction when you're ready.
Plexus Pay Portal Incentives Page 3
Recipient Instructions Recipients will receive a systemgenerated email notification that they've received an incentive.
The email contains an incentive, or coupon number, for the recipient to use on your website. After the recipient has added products to their shopping cart, they will enter the coupon number before placing the order.
Please note that Incentive funds must be spent in one transaction by the recipient. If the total amount of the incentive is not used, the remainder will be credited back to the sender's Pay Portal account, and will no longer be available to the recipient. As the sender, you will see the refunded amount appear as a credit line item on the transaction history page of your Pay Portal account.
Plexus Pay Portal Incentives Page 4
Viewing Transaction History As a sender, you have the ability to view your Incentive transactions from your Pay Portal account. Go to History, and you can filter to search for Incentive transactions.
Plexus Pay Portal Incentives Page 5 When you hover over a transaction, you will be able to see a 'quick view' of the full transaction details. Clicking the transaction will allow you to view the full transaction details, which you can view and print.
Plexus Pay Portal Incentives Page 6 Please note that in the Description line, the status of the payment will also be visible when any of the below statuses apply: Expired: The reference number or coupon code has expired. The expiration date by default is 30 days, however this can be modified for any period of time less than 6 months. The incentive will be returned to you as the sender if it's not used before the expiration. Cancelled: The transaction has been cancelled. Refunded: The full amount of the purchase has been refunded and credited to your Pay Portal account.
