What's New

Added:

• New segment condition - Last transaction/Custom event within the last X and Y number of days

Enhanced:

• Enhanced descriptions in several places for clarity

• Updated API docs to reflect deprecated endpoints

Fixed:

• Rewards export to CSV with filters on resulted in an error

Added:

• Member's registration date is now exported to the CSV files

Enhanced:

• UI

  • Scroll in tier sets

  • Single member view - Displaying consecutive occurrences in achievements status

  • Redesign of custom attributes in the campaigns

  • Templates in campaigns for Dynamic Coupon rewards

• Custom units expiration - fix copy

Fixed:

• Multiple images added to the reward are now displayed properly

Enhancements:

• UI

  • New filtering UX - sidebar

  • Added logic operators for campaign/tiers set/achievement conditions

  • Fix for autocomplete in Campaign Effects

  • New filtering UX - fix for showing up names instead of IDs for rewards, segments, tiers

  • UI refinement - adding conditions & effects in campaigns and achievements

  • Achievements on single member view - fix for progress greater than goal

  • Custom events schemas

  • New filtration UX

  • Add / Edit Webhook Redesign UI

  • actionCause filtering added to List of Unit Transfers

  • Dashboard - Units overview - adding export and removing the old Dashboard.

  • Single Member View - Visible Campaigns

Added:

• New fields to GET/api/{storeCode}/member/{member}/history and GET/api/{storeCode}/redemption/{issuedReward}

• Active units metric is added to the Units overview report

• Segmentation - linking conditions with OR operator

Enhancements:

• Single Custom Event view - Redesign UI

Enhanced

• UI - Campaign View - Several improvements have been made to the campaign edit and campaign overview views, including the display of campaign visibility settings.

Fixed

• Limitation calculation for referral campaigns - Fixed a bug where limitations were not calculated accurately.

Added:

• Reports data exports - Data exports (.jpg, .png, .csv) are available for the General overview report and Campaign overview report.

Enhanced:

• Unit conversion coupon - logic change - Unit conversion coupon in Rewards module shows ratio from units to currency now.

• Settings - Redesign UX/UI

  • List of Members: Member registration method, Identification factors settings, Member Activation, Member profile settings and Active Member settings were moved to List of Members view.

  • Timezone settings were moved to List of tenants view

  • System logs view was moved to List of Admins view

  • Help menu has a link to API documentation now

• Achievement Completion status - Single Member View - There is additional column with a number of Achievement Completions by a Member.

Added:

• Rewards fulfillment table export -A new table has an export feature added to the admin panel. Filtering and exporting the data in the table happens asynchronously.

Enhanced:

UI Improvements:

• Single member view - Events, Available rewards, redeemed rewards

• Exit modal for all forms

• Breadcrumbs optimization

• Referral token field added in Add Member form

• Single Member View - date of birth optimization

• Paging settings in admin panel saved on the device

• Add/Edit Single Member view redesign

• Maximum length of coupon code increased to 300 characters

• List of rewards - tooltips added to availability column

• Custom attributes - Shortening of chips component

• Segment - Custom members list refinement

Added:

• Filtering transactions in the admin panel with purchase place and product custom attributes.

• Campaign limitation status per Member - Checking the status of Campaign limitation is possible in Single Member View and API.

• Tables - Column configurator - It is possible to configure the column visibility in tables. The setting will be stored on the device.

• Scroll in the Tenant List - Scroll for tenant list is added. It is possible to view the higher number of Tenants.

• Support of empty fields in Member XML import - Empty fields in Member XML import are now omitted and export is successful.

Enhanced:

UI Improvements:

• Single member view - Custom attributes

• Settings

• Dropdowns

• Cells in tables

• Margins and buttons optimisation

• List of Rewards revamp

• UI revamp - Secondary button style revamp and Modal/popup revamp

Fixed:

• Achievement status progress bar fix

Added:

• Single member view - Achievements status

• Added filtering based on multiple status values in GET /api/{storeCode}/redemption endpoint - It is possible to filter rewards using multiple status values simultaneously.

• Single Transaction View - Showing many Custom Attributes - Admin panel allows viewing more Custom Attributes in a standard view and showing all Custom Attributes in a new popup.

Enhanced:

• Single Member View - Timeline filtering - It is possible to filter the Member’s Timeline in the admin panel for different events.

• Issued Rewards - Additional coupon information added

• Configuration tabs adjusted

Fixed:

• Coupon code entropy fix

Added:

• Campaign exit modal - Exit modal was added to Add Campaign form when trying to leave the Campaign without saving.

• Export Tiers in the admin panel - Exporting the list of Members in the given Tier is now possible from the admin panel.

• Member export - It is now possible to schedule an export of the filtered Members list. It is possible from the level of the API and Admin panel (List of Members).

• Segment export - It is now possible to schedule an export of the Segment list. It is possible from the level of the API and Admin panel (Segments).

Enhanced:

• Webhooks: Add multiple headers to the webhook subscription - Configuration of webhooks includes the possibility to add multiple headers to the sent webhook.

• Add/Edit Rewards: HTML editors added to Reward description fields - An HTML editor added to Reward subscription fields allows formatting the text, which is later converted to HTML when saved on the backend side. It can be later retrieved to send formatted text in emails or other communication.

• Single Campaign view - Campaign rules - Campaign rules are now displayed in the Single Campaign View after clicking on the Campaign in the list.

UI Improvements:

• Campaigns - Rules

• Single Member View - Timeline

Fixed:

• Achievement is one of condition fix

• Export doesn’t work for higher volumes of data

• Data exported to AWS S3

• Fixed 'name' filtering for GET /api/{storeCode}/member/{member}/wallet endpoint

• It was not possible to change the order of the Campaigns.

Enhanced:

• Add/Edit Campaign form revamp

• Single Campaign View - details

• Adding additional labels for daily aggregation on the General Overview and Campaign reports

Fixed:

• Accent sign-in email fix

• customerId value fix for GET /api/{storeCode}/points/{transfer} and GET /api/{storeCode}/points/

• Cancelling particular units transfer caused 500 error

• Canceling units transfers causing 500 error

• Expression length is too short causing 500 error

Added:

• Creating Member without adding the Tier - It is now possible to use Open Loyalty without creating Tiers. Before, there had to be a basic Tier; now, Members can be created without any Tier assigned.

• Logout after a period of inactivity - An automatic logout is performed when there is no activity for some time. The default value is 15 minutes.

• Redemption codes export to CSV file - It is now possible to manage the exports of redemption codes.

  • POST /api/:storeCode/campaign/{id}/codes/export is used to schedule an export. It is also possible to use filtering in order to export the desired list of codes.

  • GET /api/:storeCode/export/{exportId} is used to get the details of the scheduled export.

  • GET /api/:storeCode/export/{exportId}/download is used to download the exported file.

  • GET /api/:storeCode/export is used to get the list of all scheduled exports.

• API - Items on page limited to 50

Enhanced:

• Filtering improvement - when clicking on the “chips” the edit option is displayed - It is possible to edit the filter by clicking on the “chips” component.

UI Improvements:

• UI forms performance enhancements

• Copy for Campaign table

Fixed:

• Create a Campaign with specific data - 500 status error

• Changing Member password causing 500 HTTPS error

• System logs username filtering 500 error

• List of Members - filtering with “Amount excluded for Tier” 500 error

• Missing items in CSV exports

Enchanced:

• Add/Edit Rewards - There is a new layout for the Add/Edit Rewards form.

Fixed:

• Filtering Members using memberId

• Sorting Rewards by type caused 500 error

• Filtering Rewards using Tiers caused 500 error

• Update Add/Edit role view- dropdown of Tenant and select component of "Access" and "Resource"

• Right to left mode admin panel improvements

• Creating Segment with “Members with custom attribute value”, “Members with custom attribute” conditions admin panel error

• Hiding unused fields when adding deduct units transfer

• PUT /api/{storeCode}/member/{member} email update error

• Timeline Unit Transfer dates fix

• Achievement concurrency issue

Added:

• Asynchronous Member import with XML file - It is now possible to import multiple xml files with Members and track the progress of the import.

Enhanced:

• Admin panel translations - Translations were enhanced in multiple places making the experience of using the panel better

• Set/Delete Member Custom Attribute effect enhanced in CampaignEffectWasApplied webhook - Information about the key and value of the assigned Custom Attribute has been added to the webhook CampaignEffectWasApplied

• Using loyaltyCardNumber, email and phone as memberId with endpoints - It is possible to use loyaltyCardNumber, email and phone, instead of memberId (uuid) using all endpoints that used memberId as a path parameter

• transferId added to AvailablePointsAmountChanged webhook

Fixed:

• Set Member Custom Attribute Effect and PUT /api/DEFAULT/member/{member}/custom-attribute request did not trigger the Campaign

• Error enhancement when deleting segment that contains Members

• Single Member View - different value for empty field: “-” instead of “NaN”

• Changing a member's email resets its data

• Fixed wrong Transaction and Unit Transfer date on Member timeline

• Layout improvements

• Error status code for deleting segments fixed

Added:

• RTL - Right-to-left support in admin panel - The admin panel is in right-to-left mode for Arabic and Hebrew language browser settings.

• Set a new password by administrator in admin panel - It is now possible to set a Member password in Admin panel.

• There is a wallet type code displayed in Admin panel for the default wallet. - Before this code was not shown but currently it is displayed as with their wallet types.

Enhanced:

• Achievements - Read-only mode - The edit achievement form is displayed in a read-only mode. When updating non-condition fields i.e. name, description, the progress achievements stay the same. When updating conditions the prompt is shown informing that the progress of achievements will change.

• transferId added to AvailablePointsAmountChanged webhook

• Matching transaction: Matching from Single Transaction View and showing explicit matching information - It is now possible to match a Transaction to a Member on Single Transaction view. Additionally, it is shown explicitly if Transaction is matched or not.

• Add/Edit new wallet type UI revamp- Layout for Add/Edit wallet type changed in Admin Panel

• Campaigns in Admin panel - Conditions revamp: event.achievementId and purchaseAmount It is possible to set two new conditions in Campaigns:

  • For Transaction Campaigns: Purchase amount - the value of all Transactions placed by a Member

  • For Internal Event - Achievement progressed: Name of the progressed Achievement (before it was necessary to use the expression)

Fixed:

• Display Edit Campaign page in admin panel

• 400 error when editing image in Rewards

• Fixes in migration scripts

• Filtering units transfers as logged Member returned only default wallet transfers

• Edit Tier image 401 error

• Achievement - Transaction items custom attributes condition did not progress the achievement

• Wrong hover in Rewards details in Admin panel

• Admin panel - error with opening Achievements with brackets in Conditions

Enhanced:

• Admin Panel UI improvements - Navigation bar has been moved to the side and is now collapsible.

• Single Member View - expiration date for units transfers added

• Additional actionCause object added to AvailablePointsAmountChanged webhook New object added to the webhook: "actionCause": { "campaignId": "string" (uuid) | null, "customerId": "string" (uuid) | null, "transactionId": "string" (uuid) | null, "customEventId": "string" (uuid) | null, "internalEventName": "string" | null } It gives information about a cause that triggered the event.

Fixed:

• Audit logs - opening some logs resulted in a blank screen

• Coupons - daysInactive and daysValid validation fixed

• Tier downgrade config fixed

• Units to the next tier calculated for the wrong wallet

• Export to s3 - CSV had breaks in the wrong places

• Member edit returned 500

• Reward edit error - image deleted

• Units transfer cancellation fix

• Too many decimals for Units on Single Member View in the admin panel

• Filtering using customerId fix

• Cannot search the condition after choosing an item from the list

• A long email address is displayed outside the box

• GET /member/{memberID}/status returned value calculated with the wrong wallet

• Concurrent add units operation resulted in duplicating the wallet type for the single Member

• Campaign Limitation - The campaign showed the wrong limitation after the edit

Added:

• ACL - Language - There is now 403 error handling in admin panel for Language resources.

• Member Custom Attribute in Campaign Condition Expression - It is now possible to use Member Custom Attributes in Campaign expressions. Member Custom Attributes can be used as strings, datetimes and numbers.

• Single Member View - assigning a Tier - It is now possible to assign the tier using ACTIONS menu in Single Member View

Enhanced:

• Autocomplete:

  • Style updates

  • Bug with highlighting a template

• Trigger related fields added to CampaignEffectWasApplied webhook

• New fields added to this webhook:

  • triggerType - transaction/custom_event/internal_event/time/achievement",

  • trigger.triggerId - returned only for transaction/custom_event/achievement

• Application logs returned as json

Fixed:

• Targets were not taken into account when displaying rewards for test data - GET member/{member}/reward

• Saving empty tierAssignType returns 500 error

• Too many decimal places returned for units - Units balance was returned containing too many decimal places

• No critical logs in stderr

• 500 error when image not found with GET /api/DEFAULT/reward/{rewardId}/photo/{photoId} - Error handling was added.

• Member import from XML when S3 is enabled - It is now possible to import members using XML file when S3 is enabled

• Not possible to filter with Units Transfers types in the admin panel

• Endpoint POST /api/audit/log/archive returned 500 error - Error handling was added.

• Importing coupons with wrong file returned 500 error - Error handling and validation was added.

• Referral Achievement - Transactions in a row Achievement was not working

• Deleting Tier with assigned Members returned the wrong error - The error was not precise and had spelling errors.

• Special signs fixed in search boxes of email or phone were not working - Special signs like “+” were not working in search inputs in the Admin Panel.

Added:

• Achievements - unique Transactions (one per Member) - Achievements now support the case for checking if the given number of Referees made an order, e.g: “10 of your invited friends made an order”

Enhanced:

• Currency format in tables and charts improved - Places with currency display data with more consistency now.

• unitsDeducted field returned for Transaction endpoints - Field unitsDeducted returned in endpoints:

  • /api/{storeCode}/transaction/{transaction}

  • /api/{storeCode}/transaction

• Admin panel UI revamp - Visual layout of admin panel was changed. No new functional changes, mainly UX improvements.

• ACL - ACL/Roles and Sales channel - There is now 403 error handling in admin panel for ACL/Roles and Sales channel resources.

• Description in the List of Campaigns - It is now possible to see the Campaign Description on the List of Campaigns when hoovering on the Campaign Name.

Fixed:

• Single reward view - copy table header replacement

• There was no scroll to the error message in the edit Single Member View

• “See all” button in the List of Campaigns not displayed correctly

• Add Unit Transfer button was not present in the List of Unit Transfers

• Filters related to units were not working in the List of Members

• Some responses contained info about filtering even though they were not filtered.

• limitReached field in GET/{storeCode}/member/{member}/campaign was set to false when trigger limit was reached and units limit was not reached.

Added:

• Rewards - choosing Wallet spending configuration - It is now possible to precisely choose the wallet that will be used to purchase Rewards. Initially by default Rewards are purchased using Default wallet.

• ACL - Custom Events - There is now 403 error handling in admin panel for Custom Events resource.

• Filtering transaction in Admin panel using matched and transactionId - It is now possible to filter the transactions using the matched and transactionId filters in the admin panel.

Enhanced:

• Autocomplete - Searched words are bolded - Now the searched words will be bolded in the Campaign Effects formula Autocomplete.

• Segments contain the date of computation - Segments will now contain the information about the time of computation. The field will be returned when computation took place and will not be returned when there was no computation.

• CustomerBoughtReward reward name attribute added - New field reward that contains rewardName was added to the CustomerBoughtReward webhook.

Fixed:

• Copy error in the List of Unit Transfers filters - Copy had “Transactions” instead of “Unit Transfers”

• “You don't have permission" appearing when it shouldn’t - There was an error that “You don't have permission" message appeared when it shouldn’t because permissions were in order.

• Security vulnerability in twig was fixed

Added:

• Showing more than 3 wallets on Single Member View - It is now possible to browse more than 3 wallets on Single Member View.

Enhanced:

• ACL - 403 error handling in Admin panel for resources: Tiers Campaign Previously roles management worked on the BE side, now we are implementing usability optimisation for each resource.

• Webhook account.available_points_amount_changed wallet related fields added - Additional wallet information was added

• Campaign display order - inline table edition - It is now possible to edit the Campaign display order on the Campaign table view. It provided a better user experience as one can see campaigns in a broader context.

• Multiwallets/Units Transfers table - new columns and filters:

Fixed:

• Field flatVariables is returned as array &object - The same field was sometimes returned as a different data structure.

Added:

• Achievement progress notification - A webhook that is sent when achievement progress is changed, was added. For the consecutive achievements, it is also sent when the consecutive time streak is reset.

• Campaign effect assigned notification - Webhook is sent when the Effect was assigned for the Campaign. It can be used to notify a Member that its actions have positive outcomes.

• Campaign:

  • Custom Attributes

  • Custom display order

• Achievements progress endpoints - It is now possible to retrieve the progress of achievements using endpoints:

  • GET member/{member}/campaign - this endpoint returns achievement progress along the campaign data

  • GET member/{member}/achievement - this endpoint is focused just on the achievement context

• Multiwallet Tier configuration - It is now possible to choose which wallet will be used to calculate the Tiers. It’s configured in Tiers configuration. Before Tiers were based on default wallet.

Enhanced:

• Autocomplete - support for editing - Before autocomplete worked only for creating a Campaign and now it works also for editing.

• UX Single Member View - copy button - There are buttons to copy some Member details on Single Member View.

• Table Filters UX - “None” option was removed and when there is only one filtering condition it is already chosen.

• Achievements - Single Member View Timeline update - Information about the completed achievement is presented on the Member’s Timeline.

Added:

• Webhook subscription mechanism - new endpoints introduced

Enhanced:

• Single Member View - Sorting added to columns in tables

• Custom Event assignment appears on the Members timeline - GET /member/{member}/history returns an entry when Member was assigned to a Custom Event. It is also shown in the Single Member View in admin panel.

• Member identification optimized - It is now possible to add loyaltyCardNumber as a main identification factor along email and phoneNumber. This value will be required when choosing this field.

• Field loyaltyCardNumber was added to tier and points webhooks

Enhanced:

• Time comparison added to Expression functionality - It is possible to compare time, e.g. dates using timestamp function. Here is an example of checking if it was more that 30 days after Member registration: timestamp(customer.registeredDate) + 86400 * 30

Fixed:

• POST api/token/refresh is now working for Member account

Enhanced:

• UX popup threshold changed to 1000px - There is a popup informing about optimal screen resolution. Its threshold was lowered to 1000 pixels.

• Campaign Autocomplete - Transaction autocomplete are no longer displayed in Custom and internal Campaigns. These tips were not relevant there.

• Reward logic refactor - Reward bought projector has been removed in order to move retrieving data about bought rewards from another source. It allows the next version to generate more detailed reports.

• Autocomplete:

  • navigating with arrows - It is possible to navigate the popup with templates and variables

  • UX copy optimisation - There was a change in the copy so it’s more informative.