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!
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Postman Collection
Go and explore OpenLoyalty with the help of the most recent Postman collection
Custom 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.
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.
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.
Units Conversion Coupon
It is now possible to create a new coupon type that allows converting the Member’s units to a monetary value. It simplifies the management of coupons and enables burning points to just one high-value coupon rather than several lower-value ones. This approach helps to engage the Members more and drive sales.
Redemption (QR) Codes Campaigns
This new Campaign mechanic allows the creation of a set of codes that will yield an effect(Rewards, Units, etc) to the Member who is scanning it. OL can generate and validate the codes that can be presented in any desirable way (string, QR codes, bar codes, etc) to the Member. One of the cases involves printing the codes on the products to encourage customers to buy them.
Dashboard - General overview of active members
It is now possible to configure the Active Member definition in Settings. The definition takes into account the number of days that passed from the last Transaction of a given Member. Then Open Loyalty will gather and display the analytics data on these Members.
Multi-level referrals
It is now possible to set up the number of levels for which the referral Campaign will be triggered. For example for Referral Level = 2, and situation: Mary invites John and John invites Kate and Kate makes a transaction. In this case, both John (Level 1 referral) and Mary(Level 2 referral) will get the Campaign Effect(Points, Rewards, etc.). It is also possible to vary the Rewards based on the given level of Referral so that Mary can get a different Reward than John.
Dashboard - General Overview
New Dashboard element - General overview with various metrics was added.
New metrics include:
Registered members
Revenue
Avg. spending
Transactions
Avg. transaction value
Avg. number of transactions
Export to S3 - Achievements progress
It is possible to export Achievements progress as a CSV file to the S3 bucket.
Export to S3 Bucket
It is possible to export Transactions, Rewards Redemption, Achievements as CSV files to the S3 bucket.
There are two new Effects added in Campaigns:
Set Member Custom Attribute - it allows setting the Custom Attribute on the Member profile as an effect of a Campaign. Use cases: assigning badges, assigning custom units to be rewarded ratio, custom segmentation, chaining Campaigns
Delete Member Custom Attribute - it allows deleting Custom Attributes from the Member profile.
Additionally, it is possible to use numerical Member Custom Attributes in Campaigns in Effects, e.g. give units with custom individualised ratio for each Member.
Export to S3 Bucket - Campaigns Usage, Members, Campaigns, Tiers
It is possible to export Campaigns Usage, Members, Campaigns, and Tiers as CSV files to the S3 Bucket.
Global limitations
It is now possible to set a global limitation. There are two configurations:
global wallet limitation - limit for all the wallets of the given type
member wallet limitation - separate limit for wallets of the given type per Member
It is possible to set different time constraints: hourly, daily, weekly, monthly, yearly and in total.
New Campaign Trigger: Internal event - Achievement progressed
This event triggers when the progress of Achievement changes. It is possible to use achievement-related properties in the campaigns:
periodGoal - goal to be achieved
currentPeriodValue - current progress value
consecutivePeriods - applicable only for consecutive Achievements: periods to be achieved
completedConsecutivePeriods - current achieved periods
progressChanges - the difference between the current periodGoal and the previous periodGoal
Additionally, an advanced cashback threshold mechanism was added to Campaigns Effect.
Rewards - Export to S3 Bucket
Rewards can now be exported as CSV files directly to the S3 Bucket, offering a streamlined way to manage and analyze reward data outside of the platform
Adding Units Transfers in Admin Panel
Admin panel allows adding units transfers and specify pending and expire values.
Units Transfer - Export to S3 Bucket
Unit Transfers can now be exported as CSV files directly to the S3 Bucket.
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”
Achievements - Referral events
The Achievements module now includes support for Referral events, allowing the configuration of achievements for Referrers based on Transaction and Custom events. This feature rewards Referrers for bringing in valuable Members who meet specific criteria, such as placing orders above a certain value or contributing a minimum number of product reviews.
Campaign popularity
A new endpoint, GET /api/{store}/analytics/campaign, has been introduced, which provides the number of campaign executions created. This feature enhances the ability to track and analyze the popularity and engagement levels of various campaigns, offering valuable insights into their performance.
Deduct units in Campaigns
It is now possible to configure the “Deduct units” option in Campaign Effect for given Conditions. It will create a spend unit transfer for a given Member.
Webhooks Subscription Interface
The admin panel now features a new subscription mechanism, enabling the configuration of webhooks through a user-friendly interface. Each webhook can be directed to a specific URL. For legacy users, there's an option to activate legacy mode for individual webhooks to continue receiving responses in the old format. However, be aware that legacy mode will only be supported until the end of this year.
Achievement - sum of event attribute’s values consecutively
The new feature allows for the configuration of achievements based on the consecutive sum of values from Transaction and Custom Event attributes. Possible cases:
Custom Event:
Track a workout of at least 30 minutes every day for 5 days in a row
Walk at least 40 000 steps a week for 6 weeks in a row
Transaction:
Spend 50$ 5 months in a row
Buy 5 products from consumable category 4 months in a row
This enhancement enables more dynamic and goal-oriented achievements within the platform.
Achievement - Calculate Event Attributes values (Custom Events)
Achievements module now supports cases where we want to aggregate event attributes, rather than event itself, e.g: Spending 5h on a workout
Webhook subscription mechanism
A new webhook subscription mechanism was added. Before, all webhooks were sent to a single address. Currently, it is possible to configure a separate address per webhook.
Mutliwallet units expiration and locking
It is now possible to set the expiration and locking configuration per wallet. Before only the default wallet had such a configuration.
Achievement - Calculate Event Attributes values (Transactions)
The achievements module now supports cases where we want to aggregate event attributes, rather than the event itself, e.g:
Spend a total of 300$ among many Transactions
Buy 10 products from your favorite brands ( Quantity of products with given Custom Attribute)
Spend a total of 100$ on products with the given SKU
Multi wallets
A new module that allows managing multi-wallet scenarios. It is possible to have many wallets and assign units to them separately. Spending on units is also separate.
This feature introduces support for different business scenarios, e.g:
Separate wallets for paying with points and for redeeming
Rewards Credit wallet or debt wallet
Gamification: experience points wallets
Achievements - Custom Events - Overall
It is now possible to create Achievements based on counting the number of Custom Events.
Achievements - Consecutive
It is now possible to create Achievements based on events (Transactions, Custom Events) in a row.
Achievements - Transactions
We added a new functionality of Achievements that allows gamifying the shopping experience in regards to Transactions and allows to create of loyalty Campaigns based on it. For example, it is possible to create this scenario: Shop 5 Transaction 50$ each
Auth0 Support
It is possible to configure Auth0 and log in to the admin panel with this method.
Endpoint for returning available challenges per Member - GET /api/{code}/member/{member}/campaign endpoint added.
This endpoint returns all active Campaigns with information if their limit was reached for a given Member. For Campaigns that have not reached the limit it returns "limitReached": false, and for Campaigns that have reached the limit it returns "limitReached": true.The logged Member can only see its own available Campaigns and precise Campaign logic is hidden
A new feature of Campaign Limitation was implemented. It allows anti-fraud and business control of the Campaigns.
General Points limit - It allows limiting the points earned by all the Members for the given Campaign.
Per Member Points Limit - It allows limiting the points earned per Member for the given Campaign.
Per Member executions Limit - It allows limiting the executions of the given Campaign per Member.
