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MyInfo Self Customer Service

How it Works

myInfo is a web page that allows a customer to check their balance and order status at any time.

When enabled, a sales ticket created in the Profit System is automatically assigned a web key, which is a 10 digit code.

The customer then goes to a myInfo web page, which would be a link on your shop's website, and enters the ticket's web code. The web page will then display their name, ticket balance, event date, and status of special ordered items.

When the ticket's customer is a bride in an event, the page will also show all the attendants in their event. For each attendant it will show their total spending which indicates to the bride whether or not the member has purchased their dress.

The web page also has a button to email the receipt to the customer. They can enter their email address and a PDF copy of their receipt will be emailed to them. Some stores customize the web page to allow customers to make payments that can be applied to their open ticket balances.

The shop can use a merge code myinfolink in an SMS or email message. The merge code is replaced with a URL that will open the customers myinfo page.

Setup instructions

  1. Turn on MyInfo

Switchboard: Housekeeping-> System Setup-> Stores-> Integration tab-> Enable on-line MyInfo?

Consolidated menu: Setup-> General Setup-> Stores-> Integration tab-> Enable on-line MyInfo?

The option is only available if you have BBL’s Marketing Email/Online modules enabled.

  1. Make sure your email SMTP login information is entered in the Profit System. Housekeeping-> General Setup-> Stores-> Options Tab

  2. You will need to prompt for the web key on your web site and submit the key to a specific URL. You can create a template/sample HTML file that will prompt for the web key and submit it by going to Marketing->Create Cloud Forms->Myinfo Key Page. This will create a sample HTML file that you can use as a model to update your web site.

Certain fields must be present with specific names, and the form must post to: http://services.bblsystems.com/MyInfo.aspx See Web form below for field details.

The Communications Manager program should be running all the time on one computer in the shop. If you are using hosted ProfitSystem, Communications Manager is handled automaticall. For local installs, Communications Manager is automatically installed as Program Files\ProfitSystem\CM.EXE when ProfiSystem is installed. Open the Startup group in the Windows Start Menu and add a shortcut to CM.EXE. This will insure that CM.EXE runs when the computer is started. Start CM.EXE. It can be minimized and will continue running.

Now, as tickets are updated, it's data is summarized and is sent to the BBL Systems data warehouse for retrieval by your customer. To test it, view a ticket in the Profit System and make a note of the web key. The web key is shown below the Event name at the top of the Ticket form.

Click Save/Done with Ticket to close the Ticket. The ticket will be added to the Communications Manager queue. The Communications Manager will process the ticket and upload the customer details to the BBL Customer Web Server. It can take up to 30 seconds for the details to be sent. On the web form, enter the web key and submit it. The customer details will be shown.

Web form

To generate a default form, start the Profit System and go to Main->Reports->Marketing->Set Up Myinfo/Forms.

The encrypted shop id and store number are shown at the top of the form.

Click Build Myinfo Key Page. The Profit System will prompt for a folder, and it will create myinfo.html and myinfo.css files. These two files can be used as starting point for the web form. The page will already have the correct encrypted shop id embedded, along with basic formatting.

Also, a default myinfo.htm web form can be downloaded from http://services.bblsystems.com/myinfo.zip This web form must have the correct encrypted shop id embedded before it is used.

The following fields must be present in the web form, and should be submitted via POST to http://services.bblsystems.com/MyInfo.aspx

WebKeyTextBox... Contains the web key as entered by the customer. For example: input name='WebKeyTextBox' type='text' size='15' maxlength='10' id='WebKeyTextBox' value='' />

Shopid... A required hid den text field. Encrypted shop number. This must be present for the BBL Systems data warehouse to get the data for your shop. Example MjA5MjY= Note that you should not use this value, it’s an example to show you what your shopid will look like. To get your encrypted shop id, start the Profit System and go to Main->Reports->Marketing->Setup MyInfo/Forms. The encrypted shop id is shown at the top of the form. For example:

Paymentpage... An optional hidden text field. This should contain the URL to a separate web page that allows the customer to make a payment. If this field is present, a hyper-link will automatically be added to the MyInfo page that links to the URL. If this field is not present, no link is displayed.

For example:

The following url variables are automatically added to the payment URL and url encoded:

ticket= Contains the ticket number
amount= Balance on ticket
eventdate= The event date
customer= The customers name
first= Customers first name
last= Customers last name
email= Customer email address

Additional hidden form fields for more Links to be offered to Visitor that may be included in Myinfo form

Paymentpagedesc... An optional hidden text field. If present, its value will be thetext for URL to the payment page. If not present, the text will be 'Make a payment'

Paymentpage2... A second, optional link to different payment page. Paymentpagedesc2... The text for the second link.

Paymentpage3... A third, optional link to different payment page. Paymentpagedesc3... The text for the third link.

The Myinfo form should POST to https://services.bblsystems.com/MyInfo.aspx

When is MyInfo Updated?

Actions in Profit System that will cause a customers details to queue for online MYINFO update are:

When a ticket is created, edited or viewed in the Profit System, the customer and order details are queued to be sent. If the ticket is for a bride or groom, the members of the event are sent as well. If this is a member of an event, then the bride and groom are also queued.

When an item on a ticket has a ORDER status and it's Shipping Confirmation date is modified.

The date entered plus the number of pad days entered in the ProfiSystemhousekeeping System Setup form will be displayed on the myinfo web-page .

When an item on a ticket has a IN status and: Its Customer Notification Date is modified. Customer Notification dates may be modified directly on the PickUp Inv. item form or the Pick Up Notification form, the events Order/PU Inv tab - Mark all items notified

The item is deleted from the Pick UP Inventory form

The item is marked TAKEN from the sales ticket

The item marked TAKEN from the Housekeeping form

The item is marked RETURNED on the sales ticket (customer took and then returned it)

MyInfo Special Order statuses

On the MyInfo page, the pickup status of a item may be any of the following:

Not ready/no order or No order/unknown...These can mean either of the following: 1. The purchase order for the item has not been issued 2. The purchase order for the item has been issued, but no Confirmed Shipping date, Pickup notification date, or Schedule notification date has been entered.

Taken... The item status on the Ticket is Taken, meaning it was sold from stock and immediately taken or if was in lay-away, but is now taken from store by customer.

Call... Pickup Notification date OR the confirmed shipping date plus padded days is after the event date

Est on/after [date]... Special order with no Pickup Notification or Scheduled Notification dates, but it does have a Confirmed Shipping Date on the PO. In this case, [date] is Confirmed Shipping Date plus the padded days (entered in Housekeeping-> System Setup-> Other Settings).

On/After [date]...Stock sale that is currently in pickup inventory, and [date] is the date it went into pickup inventory, OR for a Special order with a actual customer Pickup Notification date, [date] is the Pickup Notification date, OR for a Special order without a Pickup Notification date, but with a Scheduled Notification date indicating when to notify the customer, [date] is the Scheduled notification date.

For a bride or groom, the myinfo page will show their details as well as the details for all the members of the event. For any other member, the myinfo page will only show their personal details.

Technical

BBL hosts the data and serves the data to the shop's customers when requested form the shops website using a unique shop ID code.

myInfo relies on a program called the Communications Manager This is a separate program provided by BBL and installed with ProfitSystem (called CM.EXE, and located in the main Profit System program folder) that should be running all the time on one computer in your shop's LAN. The computer must have internet access available at all times. CM.EXE should be added to the Startup program group on this computer, and the computer should remain turned on and logged in at all times.

The Communications Manager transmits customer details to the BBL Systems Customer Server located at BBL, so those details can be viewed by bridal customers. The Communications Manager also receives requests from your web site when a customer wants a copy of their receipt. The Communications Manager receives this request, creates the receipt, and sends it to the customer. Changes to a Ticket, PO, or Pickup Inv. are tracked and queued up by the Communications Manager to be sent to the BBL Systems Customer Server.

Queued 'data change updates' are processed via the running Communications Manager software (CM.EXE is installed when ProfiSystem is installed) approximately every 30 seconds. A disruption to communications will cause an alert message will appear if the BBL Communications Manager is not running or there is a network problem and the requests are not being transferred. The alert message triggers if more than 50 records are in the queue, the message displayed is:

'The MyInfo queue has more than 50 actions queued up. Make sure the Communications Manager PROGRAM(CM.EXE) is running on one computer'

Every 30 seconds the Communications Manager program checks the Queue table for web keys. When it finds one it retrieves the customer details (balance, order statues, etc.) and sends it to the BBL Customer Server.

The Communication Manager, when it connects to the BBL Customer Server checks for your customer's receipt requests coming in from your shop's website. Customer may request their receipt be emailed to themselves from your website. Tthe email address and web key are placed in a queue at the BBL Customer Server. The communications manager downloads these requests when it connects, generates, and emails the receipts. It uses the store's SMTP email settings from the Profit System to email the receipts.

Modifications to the Housekeeping-> System Setup -> Days to Add to Confirmed Ship date on PO for est. ready for pickup date on MyInfo page.will require the Communications Manager to be stopped then restarted for the changes to take effect Existing customer information must be re-queued for the new settings to be seen. This is done by displaying the customer ticket, and clicking Save/Done with Ticket, or making a change o the PO confirmed shipping date or Notification date.