2023

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