2024
See the complete list of features introduced back in 2024.
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User Guide
See the complete list of features introduced back in 2024.
Last updated
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Webhook MemberAchievementProgressWasChanged - adding dates and triggers ID
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
Duplicate Wallet configuration between different tenants
Import/Export Wallets JSON
Global Management - Overview
3 decimals in product Quantity for 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
Segmentation - Condition: Member 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
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
Time-Based Campaigns - Membership anniversary
Export to S3 - Tenants
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
Segmentation - Achievement progression consecutive rules
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
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
IssuedRewardID in CustomerBoughtReward webhook
A new field IssuedRewardID was added to the CustomerBoughtReward webhook.
Segmentation - Achievement completion
Achievements - Rule name & description
This time we added new fields for the achievements rules:
Transaction Campaign/Achievement Condition - Product meeting selected criteria
New conditions:
Quantity of products that match selected criteria
Value of products that match selected criteria
Achievements Export/Import
Tier Progress in a Single Member View
Duplicating Achievement Rules
Campaigns Export/Import
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.
In the last release, we introduced new fields for the dates and triggers in the webhook .
In the Tier set configuration, we have added an option for tier downgrading. Right now your members can .
After the last release, the admin can
A new feature has been added, allowing you to. You can import this configuration into any tenant as well (Duplicate Wallet configuration between different tenants).
In the last release, we to view and compare some of the metrics across all tenants.
In the last release, we changed the amount of decimals for the 'quantity' field in the .
In the last release, we added another custom setting to the campaign configuration. Now, the admin can per campaign.
Our last release included a new condition in the Member Segments. It's possible to
In the wallets, we added a new option in the . Right now, we support expiring units annually on a chosen date
In this release, our mechanism now allows editing trigger conditions in the Achievement without losing the member's progress. Additionally, can now be edited without losing member progress, in addition to the Achievement/Rule basic settings.
In our latest release, we have added a new time trigger for . Admin can now select the Member's anniversary for triggering the campaign on the registration date of the member.
With this upgrade, we have added a new report to . 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 . 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.
(Added to 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.
(Added to 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.
(Added to 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.
(Added to 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.
(Added to Within a new upgrade, we released a new condition in Segments, where you can group the members who completed the specific Achievement.
This time, a new condition has been added allowing you to to get the effect of the campaign:
A new feature has been added, allowing you to sets to a JSON file. You can import this configuration into any tenant as well.
A new feature allows you to within various tiers based on predefined conditions. This feature is designed to enhance user engagement by providing clear milestones for levels.
You can .
A new feature has been added, allowing you to set to a JSON file. You can import this configuration into any tenant as well.
