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2024

See the complete list of features introduced back in 2024.

December 2024

Webhook MemberAchievementProgressWasChanged - adding dates and triggers ID

In the last release, we introduced new fields for the dates and triggers in the webhook MemberAchievementProgressWasChanged.

Monthly updates

Enhanced:

  • UI

    • Global management: Config duplication to another tenant

    • Achievements refinement: Summary step

    • Campaign limits & budget

November 2024

  • 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).

More monthly updates

Added:

  • Webhook MemberAchievementProgressWasChanged - adding dates and triggers ID

  • Permanent tokens for the API

Enhanced:

  • Editing campaign copy message

  • Streamlining copy in unit transfers for the filter 'Created on

  • Reward form optimization

  • UI

    • Roles: ACL Redesign

    • Segmentation conditions: Copy changes to highlight "Purchase" in transactions

    • Display +X more value list in Campaigns/segments and achievements

    • Single Member View: Year on the timeline

    • Single Member View, Timeline - Achievement adjustment with the value of manual change

    • Achievements refinement: Steps in form

    • Disabled actions/exports when there are 0 records

    • Segmentation: Copy fix - Add (AND/OR) condition button

    • (S3 bucket) tenantId added to CustomEvent export.

    • Disabled actions/exports when there are 0 records selected

Fixed:

  • Achievement progress reset for hourly achievements

October 2024

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.

More monthly updates

Added:

  • actionCause added to the webhook CustomerBoughtReward

  • memberId added to the webhook PointsWillExpire

Enhanced:

  • Roles duplication

  • Display of the tier set names across the platform

  • Custom event schemas - empty filter value

  • Information on the default wallet pending and expiration settings when applying campaign effects

Fixed:

  • Simulation for the campaigns using transaction item filters

  • Description of the limitations across the platform

September 2024

  • 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

More monthly updates

Added:

  • New transaction import

Enhanced:

UI:

  • Import/Export Rewards

  • Rewards: Expiration date and message presentation on Single Reward View

  • Duplicate Achievement configuration between different tenants

  • Add details about failed members from import

  • Import members: Error messages

  • Unit transfer: New filter - campaign name

  • Campaign simulator: Referee note added to Member details page

  • Tier Benefits optional fields

August 2024

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.

More monthly updated

Added:

  • Active Campaigns - limits

  • Active Segments - limits

  • Webhooks Subscriptions - limits

  • messageId field added to each sent webhook

  • requestId field added to each sent webhook

  • ability to create a tenant code with a dash

  • Redemption codes in Campaigns - limits

Enhanced:

UI:

  • Add / Edit Role Redesign

  • Single Member View: Units transfers - additional actions

  • HotJar: Surveys with targeted questions

  • Duplicate Campaign configuration between different tenants

  • User profile - UsuniÄ™cie jÄ™zyka z profilu

July 2024

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.

Time-based campaign - Weekly and Monthly triggers

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.

More monthly updates

Added:

  • Unique identifier for custom events

  • Soft delete Campaigns

Enhanced:

  • UI:

    • Single Member View: Achievement status - Drawer

    • Imports/Exports: Filters + Search box

    • Units transfers - Add "Registered on" column

    • Single Wallet View

    • Import units transfers: Error messages

    • Segmentation: Commandbar in segment conditions

    • Unpaid invoice & ACL - component refactor

Fixed:

  • API docs improvements

June 2024

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.

More monthly updates

Added:

  • Import/Export Custom Event Schemas feature

  • ACL (resource) for imports and exports

Enhanced:

  • UI

    • Buttons refactor

    • Campaign Simulator redesign

    • Enhanced icon and tooltip for the manually assigned tier

Fixed:

  • Visibility of all items in the dropdown - infinite scroll

  • Field Role was empty for admins when list of roles is longer than 10 items

May 2024

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.

More monthly updates

Added:

  • Additional search in the Admin Panel across table columns

  • Active points balance is available in the member history timeline

Enhanced:

  • Added predefined expressions to the campaigns

  • Expiration settings visible when editing a campaign

  • Group of Values renamed to Collections

  • Tooltips improvements

  • Chips with expressions are now editable

Fixed:

  • Spaces incorrectly converted in the expressions

  • Extra scroll in wallet dropdown

  • Changed logic for pending points and expiration date

April 2024

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

More monthly updates

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

March 2024

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.

More monthly updates

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

February 2024

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.

More monthly updates

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

January 2024

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.

More monthly updates

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

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