What's New
Keep up to date with all released features and improvements!
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User Guide
Keep up to date with all released features and improvements!
Last updated
Postman Collection
Go and explore OpenLoyalty with the help of the most recent Postman collection
In the last release, we introduced a new webhook containing a summary of all achievements' progress.
Webhook MemberAchievementProgressWasChanged - adding dates and triggers ID
In the last release, we introduced new fields for the dates and triggers in the webhook MemberAchievementProgressWasChanged.
The mechanism for setting/changing the expiration date during the transfer.
In the last release, we introduced the possibility to override the expiration date during unit transfer creation in the UI.
Reconciliation of budget after canceling the units
In the last release, we introduced the possibility of reverting points back to the pool of Campaign and Wallet points limits (Global and per member). Once the unit transfer is canceled, the points get back to the pool of the campaign (if it is a reward from the campaign) and wallet.
Mass actions with unit transfers (activate, cancel, expire)
Now it's possible to activate, cancel, or expire filtered unit transfers in bulk.
Tiering - annual recalculation on the chosen dates
In the Tier set configuration, we have added an option for tier downgrading. Right now your members can downgrade annually on a chosen date.
Duplicate Wallet configuration between different tenants
After the last release, the admin can duplicate the Wallet configurations between different tenants.
Import/Export Wallets JSON
A new feature has been added, allowing you to export multiple wallets set to a JSON file. You can import this configuration into any tenant as well (Duplicate Wallet configuration between different tenants).
Global Management - Overview
In the last release, we added a new menu item to view and compare some of the metrics across all tenants.
3 decimals in product Quantity for Transaction
In the last release, we changed the amount of decimals for the 'quantity' field in the Transaction.
Transaction filters on campaigns
We introduced an additional section to narrow down campaign conditions in the Rules.
Segmentation: Member Registration date
In the last release, we added a new condition of member registration date.
Duplicate Custom event schema configuration between different tenants
Duplicate Rewards configuration between different tenants
After the last release, the admin can duplicate the Custom Event schema and Reward configurations between different tenants.
Custom units pending during the Campaign
In the last release, we added another custom setting to the campaign configuration. Now, the admin can override the wallet pending settings per campaign.
Segmentation - Condition: Member tiers
Our last release included a new condition in the Member Segments. It's possible to group the members based on specific tiers.
Custom tiers - More than 1 Set + Campaigns
In the last release, we added the possibility of multiple-tier sets. It's possible to add tiers from different tier sets in the visibility and conditions of the campaign.
Expire units annually on the chosen date
In the wallets, we added a new option in the expiration method. Right now, we support expiring units annually on a chosen date
Segmentation - Condition: Specific custom events in last x days / last specific custom event
In the recent release, it's possible to group the members based on the specific event that happened in the last x days in the Segment Conditions.
Achievements: Editing "Trigger conditions" doesn't reset achievement progress
In this release, our mechanism now allows editing trigger conditions in the Achievement without losing the member's progress. Additionally, Trigger Conditions can now be edited without losing member progress, in addition to the Achievement/Rule basic settings.
Time-Based Campaigns - Membership anniversary
In our latest release, we have added a new time trigger for Time-based Campaigns. Admin can now select the Member's anniversary for triggering the campaign on the registration date of the member.
Export to S3 - Tenants
With this upgrade, we have added a new report to S3 bucket exports. Now, you can export the list of tenants with tenantID, code name, and status.
In our latest release, we have added new time triggers for Time-based Campaigns. Admin can now select the specific day of the week for triggering the Weekly campaign, and choose the days of the month or the last day of the month to trigger the Monthly campaigns.
Custom event/Transaction triggered campaigns effect MVP 1st iteration
In the new release, we display the campaign effects (points/rewards) in the single Transaction/Custom event view.
Import-unit transfers
We have released a new format where you can import points (add/deduct) within the XML or JSON file.
Segmentation - Number of transactions in a given period
(Added to Segment Conditions) Within a new upgrade, we released a new condition in Segments, where you can group the members with the specific number of transactions in the selected period.
Segmentation - Achievement progression consecutive rules
(Added to Segment Conditions) Within a new upgrade, we released a new condition in Segments, where you can group the members who progressed the specific Achievement in the consecutive rule.
Enhanced UI for the Nav Bar and Header
OpenLoyalty got a new, fresh, and user-friendly look, making navigating through the Admin Centre easier.
Language Change for Admin
Language can be chosen just for a logged-in admin, not for the entire environment.
New webhook added Achievement created/updated webhook.
With this upgrade, we introduced a new webhook that is triggered when you create or update the achievement.
Segmentation - Achievement progression last x days rules
(Added to Segment Conditions) Within a new upgrade, we released a new condition in Segments, where you can group the members who progressed the specific Achievement in the last x days rule.
Achievement edit without resetting the progress for general settings
You can edit the achievement general settings without worrying about losing the member achievement progress.
Segmentation - Achievement progression overall rules
(Added to Segment Conditions) Within a new upgrade, we released a new condition in Segments, where you can group the members who progressed the specific Achievement in the overall rule.
IssuedRewardID in CustomerBoughtReward webhook
A new field IssuedRewardID was added to the CustomerBoughtReward webhook.
Segmentation - Achievement completion
(Added to Segment Conditions) Within a new upgrade, we released a new condition in Segments, where you can group the members who completed the specific Achievement.
Achievements - Rule name & description
This time we added new fields for the achievements rules:
Transaction Campaign/Achievement Condition - Product meeting selected criteria
This time, a new condition has been added allowing you to set multiple requirements that the product needs to meet to get the effect of the campaign:
New conditions:
Quantity of products that match selected criteria
Value of products that match selected criteria
Achievements Export/Import
A new feature has been added, allowing you to export multiple achievement sets to a JSON file. You can import this configuration into any tenant as well.
Tier Progress in a Single Member View
A new feature allows you to track member's tier progress within various tiers based on predefined conditions. This feature is designed to enhance user engagement by providing clear milestones for levels.
Duplicating Achievement Rules
You can duplicate rules within a single achievement.
Campaigns Export/Import
A new feature has been added, allowing you to export multiple campaigns set to a JSON file. You can import this configuration into any tenant as well.
Rewards Duplication
You can easily duplicate rewards in the Admin Panel.
Enhanced Webhook for Redemption Campaigns
We have enhanced the webhook CampaignEffectWasApplied with trigger information for redemption Campaigns
Time-based campaigns
You can set a campaign that is triggered Daily or on Members' birthday
Achievement Duplication
You can duplicate achievements directly from the achievements list.
New downgrade option and additional condition in tiers
We have added a new option in the tier downgrade, based on every anniversary. Additionally, traditional tiers are merged with the custom ones, extending the functionality to all OL users.
The filter "completion" in the Single member view in the Achievement status
We have added a new filter to the member achievement status.
Custom Units Expiration
We introduced a new configuration for campaign effects. From now on, it is possible to set a custom expiration date for units for a given effect.
Custom Tiers
The Custom Tiers module has been introduced to support the creation of tiers based on multiple criteria, including a new condition: Months since joining the program.
Import Custom Segments
Custom static segments can be created in the Segments module, allowing for the importation of members through CSV files.
Analytics - Previous Period Comparison
In the reports for General Overview, Units Overview, and Campaign Overview, a dashed line represents data from the previous period, providing a visual comparison to current metrics. This feature aids in assessing performance trends over time.
UnitsTransferWasAdded webhook
A new webhook has been introduced that activates whenever a new Unit Transfer, in any status, is added to the system.
Registration Date - a new business-related field in Member profile
New field registeredAt added to Member profile. By default, it will have the value of createdAt field in the Member profile for existing Members and new ones for cases when registeredAt is not specified in the request body. This field will be displayed in the admin panel as Registration Date and will be used for Segment calculations, Campaign Conditions, and others. It is possible to edit this field using Member endpoints. Additionally, this field is returned with Member export to .csv file.
Dashboard Units Overview
A set of additional metrics per wallet has been added, including the metrics for issued points, pending, spent, pending, and expired, as well as redemption rate and breakage rate. It is now possible to see the amount of active points as well.
Return Transactions
A new campaign trigger has been added, allowing the specification of transaction types to streamline the return process. However, at the current moment, the functionality does not verify whether the returned items match those from the original transaction or if the quantities of products align.
Campaigns - Conditions Command bar
A new interface for selecting campaign conditions, featuring a tab named Popular Conditions has been created. This tab will utilize the browser's local storage to display recently selected conditions. Conditions will be included in this tab if they've been added at least three times.
Dashboard - Units Overview
The Units Overview on the Dashboard in the admin panel allows for the analysis of the history of issued units by wallet type. This feature provides administrators with valuable insights into unit distribution and trends over time, directly from the dashboard interface.
Variables Catalog
Thanks to the Catalog of Variables feature adding and managing campaigns is way more convenient. We added a new module, where you can import grouped values from CSV files. Instead of typing thousands of values while creating a new condition, now it's possible to choose the whole group.
Custom Events Export to S3 Bucket
The data available for export to AWS S3 is now extended by the Custom Events file, which shows a complete list of the Custom Events that exist in the system.
Follow-up Campaigns
Campaign Completion segment condition was added to the Segment module, and it is possible to create a segment of Members who completed a Campaign x time in a period of last x days (max of 62), last x weeks (max of 8) and last x months (max of 2). Along with the Campaign Visibility feature, it is possible to create follow-up Campaigns that are visible and available to the Members one after another, giving the option to implement additional gamification flows.
Campaign Visibility
The campaign visibility feature enables you to decide if a campaign should be shown to everyone, a specific segment, or a particular tier. This flexibility allows for targeted marketing strategies and personalized user experiences within the platform.
Table Search by name
Several tables now include a search bar feature, enabling users to efficiently search for resources by name. This functionality enhances navigation and allows for quicker access to specific data within the tables.
Multiwallets Member limitation status
The status of units limitation per Member’s wallet is now visible in the Single Member View.
New occurrence in Achievements - In the last x days
A new Achievement occurrence allows counting the number of events (Transactions, Custom Events) in a chosen number of last days. This setting is less strict than the “In a row” occurrence, which resets the Member's progress when there is a gap in the streak. It is also possible to set up limits for triggering the rules, e.g., count only one transaction a day.
Sample business cases:
Log in 5 times in 7 days, once a day, and get 100 points
Make 5 Transactions in 30 days and get a voucher for 25$
Matching Transaction with customerId as an identification factor
Transactions can be matched with Members using customerId on top of email, phone and loyaltyCardNumber fields.
Active Members: Custom Events configuration
Configuring the definition of Active Member, including Custom Events assigned to their profile is now possible. OR/AND conditions are available to be set with transactions and Custom Events.
Rewards - Percentage coupon
The Rewards module now includes a dedicated Coupon Type specifically for percentage discounts, allowing for the direct specification of the discount percentage value. This enhancement simplifies the process by eliminating the need for Custom Attributes to define percentage discounts, offering a more streamlined approach to creating and managing percentage-based coupons.
Duplicate Campaign
You can now duplicate an existing Campaign for reuse. The new Campaign is created with “Copy” in its name and is set to inactive by default, allowing for easy modification and activation as needed.
Export Redemption Codes
Administrators now have the capability to export redemption codes directly from the admin panel.
Reward - Coupon-specific expiration date
Rewards now feature the option to set a specific expiration date for all coupons associated with a given Reward. Additionally, the expiration date can be specified at the time of coupon redemption, providing greater flexibility in managing the validity period of coupons.
Single Campaign analytics
Single Campaign View was added, and it contains two metrics that can be used to track Campaign performance:
Total engagement: Total number of times the campaigns engaged members within the set date range.
Engaged members: Total number of members engaged with the campaigns at least once within the set date range.
Multi-dimensional achievements
Open Loyalty supports the creation of hybrid achievements by combining various triggers.
These are sample cases:
Share a post on social media and make a purchase for at least 50$
Walk 10,000 steps five days in a row and buy three products from the supplements category
Segmentation based on location and age
This feature allows for refined targeting by incorporating demographic and geographical criteria such as country, city, province, and postal code.
Specify Wallet for the Reward
Now, for each Reward, you can designate a specific Wallet from which units will be redeemed. This feature is accessible through both the Add/Edit Reward form in the admin panel and via API, offering greater flexibility in managing rewards and redemptions.
Admin Panel Import UI
The admin panel now includes a user interface for the import functionality, enabling a new method for importing Members directly through the admin Panel. This update simplifies the process of adding members to the system, enhancing the user experience and administrative efficiency.