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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
    • Timezones
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On this page
  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • Past Release Logs

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What's New

Keep up to date with all released features and improvements!

Last updated 9 days ago

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Postman Collection

Go and explore OpenLoyalty with the help of the most recent Postman collection


May 2025

Members – Non-Unique Identifiers Now Supported

You can now mark member identifiers (like email or phone) as non-unique, allowing more flexibility in member creation and management.

⚠️ Non-unique identifiers:

  • Can’t be required

  • Can’t be used for event matching or integrations

  • Can’t be reverted once saved

April 2025

Badges

Introducing Badges - a new feature that awards members with a badge upon completing an achievement. These badges can be utilized across various modules, such as campaigns, or to easily retrieve a member's earned badges list.

OIDC Integration

Open Loyalty now supports OpenID Connect (OIDC) integration, enabling seamless single sign-on (SSO) with identity providers like Microsoft Azure Active Directory and OKTA.

Segments - Single Segment View

A new Single Segment View has been introduced. It provides a comprehensive overview of each segment, including rules, conditions, relationships with other modules (like campaigns and rewards), the last recalculation date, and — as before — the list of members assigned to the segment.

Guide Tour

New to Open Loyalty? A complete guided tour is now available to help you understand how the platform works and how to navigate it with ease. Enjoying the experience? Let us know if you'd like to see similar walkthroughs in other modules — we’d love your feedback!

Members – Redesigned Single Member View

The Single Member View has been revamped for improved usability. Key details are now accessible at a glance via the drawer panel. The layout mirrors the menu structure, making navigation more intuitive and streamlined.

More monthly updates

🆕 Added:

  • Automation Campaign Export now available in Global Management

  • Visual Environment Indicators to clearly distinguish between STAGE and PRODUCTION

  • What's New section in the product to keep you updated with all the important changes and new features

⚙️ Enhanced:

  • UI Improvements for a smoother experience

    • Sidebar Icon Alignment for a cleaner navigation panel

    • Sticky Columns Selection – choose which columns remain fixed

    • Sticky Sidebar – Sidebar now remains visible while scrolling through longer view

    • New Date and Time component across the product

  • Campaign Creation & Editing – introduced a stepper to streamline the process, including helpful guidance text

  • Enhanced Coupon Import mechanism for better performance with high-volume imports

  • New filters added to the Unit Transfers view, allowing you to filter by Cancelled and Pending statuses

  • Achievements can be activated and deactivated with a single click from the Achievement List view

🛠️ Fixed:

  • Achievement templates not loading properly

  • Achievement progress exceeding the allowed limit in a single transaction

  • Achievement member progress not resetting

  • Changing admin settings no longer triggers unintended password resets

  • Campaign files in the S3 Bucket are now generated after each change in the configuration and description

  • Missing custom event conditions for the redemption campaigns

March 2025

Campaigns – Enhanced Validation for Non-Default Wallets

You can now set conditions based on balance and unit history in non-default wallets.

Achievements – Track Unique Values for Custom Event

Achievements – Triggers History

View the list of events that contributed to a member's achievement progress directly from their profile.

More monthly updates

🆕 Added:

  • Referral Campaign Export now available in Global Management

⚙️ Enhanced:

  • UI Improvements for a smoother experience

    • Dashboard & Campaigns – Upgraded analytical graphs for better insights

  • Webhooks – CampaignEffectWasApplied now includes business data from transactions and custom events

  • Campaign Effects – Additional validation for custom pending and expiration settings

  • Campaigns – Ability to select and delte multiple campaigns

Fixed:

  • AvailablePointsAmountChanged webhook no longer triggers when canceling a pending transfer

  • Tier set visibility and simulation issues in campaign settings

  • Missing conditions now correctly displayed in the Achievement view

  • Role-based permissions applied correctly in the Single Member View

February 2025

Achievements - Streaks

The "Consecutive" option has been renamed to "Streaks" for improved clarity. New help texts and visual cues have been added to make configuring streak settings more intuitive and easier to understand.

Tiers - new downgrade condition period: Every X months

In the last release, we added a new downgrade option in the Tiers. Now you can set a downgrade option for: Every X number of months after the Tier promotion date.

More monthly updates

⚙️ Enhanced:

  • UI Improvements for a smoother experience

    • Achievements – Goals are now displayed in a read-only format for clarity

    • Achievements View – Rules section now scrollable across all views for better accessibility

    • Referral Campaigns – Moved to a dedicated tab for easier access and organization

    • Automation Campaigns – Moved to a dedicated tab for easier access and organization

    • Custom Attributes – You can now copy custom attributes when setting up campaign conditions

  • Wallet Configuration – Tooltips added throughout for improved guidance

🛠️ Fixed:

  • Dashboard - Incorrect redemption rate

  • Campaign Duplication & Editing – Incorrect expiry and pending data are no longer copied during duplication or edits

  • Expression Saving – Special characters like > are now correctly preserved and no longer converted to HTML entities (e.g., >)

  • Exports based on filters correctly applied

  • PointsWillExpirewebhook includes improved points to expire calculation

January 2025

Campaign limitation - changes in awarding points when limits are reached

In this release, we have enhanced the recalculation logic for points when the limit is reached. If an action would grant more points than the remaining balance within the limit, only the available points up to the limit will be awarded.

Example:

  • A campaign has a limit of 200 points per member.

  • A member has already earned 150 points from this campaign.

  • They perform an action that would grant 70 points.

  • Instead of exceeding the limit, the member receives only 50 points, reaching the maximum allowed.

Mass actions: Comment and info about the admin who triggered

In the last release we introduced a new functionality that show the logs of mass actions in the Unit transfers. The Mass actions are registered under Imports / Exports.

The webhook AchievementsWereProcessed added to the webhooks events

More monthly updates

⚙️ Enhanced:

  • UI Improvements for a smoother experience

    • Achievements Flow – Step-by-step validation added for required fields

    • Channels Redesign – Updated visuals and improved usability

    • Channels Relocation – Moved from Settings to the main left-side menu

    • Bulk Campaign Deletion – Easily remove multiple campaigns at once

    • Achievements Help Panel – Contextual help added on the right-hand side

    • Rewards Categories – Refreshed with a new design

    • Single Campaign View – Added toggle button to activate/deactivate campaigns

    • Custom Attributes – Unified view across all platform sections

    • Custom Events – Improved clarity of system identifiers

🛠️ Fixed:

  • Incorrect next tier recalculation date

  • Next scheduled run not updating correctly for Automation Campaigns


Past Release Logs

For previous release logs, select the appropriate year tab below.

You can learn more in .

Progress can now be tracked for each new unique value in custom event attributes, without needing to define them beforehand.

In the last release, we introduced a new webhook .

this article
containing a summary of all achievements' progress

2024

2023

2022

Learn more