Awards Nominations- Customer Journey

There are several steps a customer can move through in order to complete an entry. Which steps depends on if the entry is free or paid. Additionally there are steps which can be removed from the checkout process if desired.

Login

Customers must have a verified Evessio account in order to submit an entry. When the customer clicks the Enter Now button on their chosen category if they are not already logged in, they will be prompted to login or create an account.

Step 1- In Basket/ Saved area  

Once logged in the customer will see their entry in their basket. Here they can fill out their entry form and changes will be saved automatically.

Additionally they will see a Save for later button. This button will move the nomination out of the basket and into the saved area.

The customer can continue to work on the nomination and save their changes as they progress, revisiting as often as needed.

When they are ready to submit the nomination they must move the entry back into the basket using the Move to basket button and can then continue on to the next step.

Step 2- Personal Details Form (Optional)

The personal details form is optional for both free and paid nominations. This is intended to capture more information about the person making the transaction, the data can be downloaded on system/custom excel reports.

To turn this step ON or OFF go to Revenue> Payment Settings > Checkout Settings > Click the Edit button and untick the checkbox in the orange circle in the Personal Information column.

Choose whether you would like it ON/OFF for Paid and/or Free transactions, click save.

Step 3- Invoice Details (Paid only)

The invoice information step will always be presented if the nomination is paid for and never be presented for a free transaction.

You will notice in the Checkout settings you do not have control to edit this particular step.

Step 4- Summary Page

The summary page is required for paid transactions and optional for free transactions.

This screen shows a summary of the transaction.

For a paid transaction this is the step where the customer can select the payment method they wish to use and apply any voucher codes they may have. They will also see all date based discounts and volume discounts applied to the total at this stage.

This too can be turned on or off for free transactions under in the checkout settings, click save if edited.

Final Step - Thank you page

Invoiced

For an invoiced transaction upon clicking the Complete button the customer will be directed to the payment thank you page. They will receive a confirmation email with their invoice attached. The transaction will sit in a status of Invoiced until it is marked as Paid by a back office admin user.

Credit Card

For a credit card transaction the customer will select the provider and click Continue. They will then be directed to the payment gateway. At this point the user is no longer on Evessio. They will input their card details and complete the transaction. As this is taking place the transaction will show as Processing in the Evessio back office.

Upon submitting their card details the payment provider will send a message back to Evessio confirming the payment was successful. In the back office the transaction status will automatically update to the status Completed. If the payment is unsuccessful the status on Evessio will be Payment Failed. For a successful transaction the customer will then be directed to the payment thank you page and receive a confirmation email with their receipt attached.

Free Transaction

For a free entry upon clicking Complete the customer with be directed to the payment thank you page. They will also receive a confirmation email. The transaction status will be Complete in the back office.