2025

Keep up to date with all released features and improvements!

December 2025

Expanded Data Export Integrations

Data Export integrations have been expanded — in addition to AWS S3, you can now export data directly to Google Cloud Storage (GCP) and Azure Blob Storage. This gives you more flexibility to integrate with your preferred cloud platform for automated data exports.

👉 Learn more about data export integrations

Wallet Balance Data Export

We’ve added a dedicated Wallet Balance data export to the standard technical reporting suite. While previous exports focused on individual point movements, this new daily snapshot captures the total state of all member wallets at a single point in time.

What’s new: You can now access daily CSV files containing active, pending, expired, and spent balances for every member. This data is automatically pushed to your integrated cloud storage (S3, GCP, or Azure).

Why it matters: This simplifies financial reporting and liability tracking. Instead of manually calculating current balances from historical transaction logs, your BI tools can now ingest a single "frozen" snapshot to provide instant accuracy for accounting and auditing.

👉 Learn more about wallet balance exports

More monthly updates

🆕 Added:

• New PATCH endpoint for member updates – Update member details including custom attributes and custom fields.

• Custom Event Schema duplication – Quickly duplicate existing custom event schema configurations.

⚙️ Enhanced:

• UI improvements to improve usability and performance, including:

  • Display of the tier downgrade method in the Tiers view

  • Pending Points column added to the Members list

  • Available coupons count is now displayed as a dedicated column instead of a tooltip

  • Refined Audit Log view for better readability

  • Comments are now visible in the member timeline for pending points entries

🛠️ Fixed:

• Segments: Corrected the last recalculation date data

• Audit Log: Improved performance of Audit Log exports

November 2025

Local Time Strategy for Timezone Handling

You can now configure a Local time timezone strategy at the tenant level. This option allows campaign availability, member limits, and reward redemptions to be evaluated based on the local time of the event or user, rather than the tenant’s timezone.

This is especially useful for loyalty programs with users across multiple timezones, ensuring fair daily and hourly limits, accurate campaign visibility, and correct expiration handling when users travel or operate globally.

👉 Learn more about local time strategy

Fortune Wheels

Introducing an element of chance to your loyalty program is a powerful way to boost engagement and daily active users. Instead of standard fixed rewards, you can now offer members a "spin-to-win" experience.

The Fortune Wheels module allows you to create randomized reward experiences. You can define various prize segments (points, coupons, or "no prize"), set the specific probability for each, and manage stock levels for physical or limited rewards.

Why it matters: Gamification reduces "reward fatigue." By triggering a Fortune Wheel after a purchase or milestone, you create a high-emotion moment that encourages members to return to your application or store to see what they’ve won.

👉 Learn more about fortune wheels

More monthly updates

⚙️ Enhanced:

• UI improvements to improve usability and performance, including:

  • Custom Events: Added filtering by custom event ID

  • Introduced quick time-range filters (e.g. last day, last 7 days, last 30 days)

• Reduced latency for endpoints serving images

🛠️ Fixed:

• Segments:

  • Fixed an issue where segment member count showed only recently added members instead of the total

  • Corrected segment calculations to properly include the current day

• S3 Data Exports: Exports now include local timezone information

• Units (Points): Fixed expiration handling for blocked points that were never unblocked

October 2025

Enhanced Reward Redemption Limits 🎁

Reward redemption limits are now more flexible and aligned with other modules. In addition to total and unlimited, you can set time-based limits (hourly, daily, weekly, monthly, yearly) for both global reward availability and per-member redemptions. For coupon-based rewards, availability is automatically limited by the number of uploaded codes in Open Loyalty.

👉 Learn more about enhanced reward redemption limits

More monthly updates

🆕 Added:

• New webhook: SegmentMembershipDropped – Monitor sudden decreases in segment membership size.

• Tier configuration duplication – Quickly duplicate existing tier setups to speed up configuration.

⚙️ Enhanced:

• UI improvements for a smoother and more consistent experience, including:

  • Phone number column added to the Members list view

  • Activate / Deactivate toggle added to the Referral Campaigns list view

  • Default pagination now starts from Page 1 for all paginated views

• Members: Custom Fields are now supported in both data exports and imports

• Segments: Segment rules can now be based on loyalty card numbers

• Campaigns: Trigger settings can be edited in duplicated campaigns

• Tenant settings: Tenant currency can now be changed at any time

• SSO login: Password change disabled for admin accounts linked via SSO

🛠️ Fixed:

• Leaderboards: Fixed an issue with leaderboard position recalculation

• Members: Ability to remove address details from member profiles

• Validation: Fixed multiple validation-related errors across the platform

September 2025

Member Custom Fields

You can now define custom fields for members, allowing you to store and manage additional, business-specific member data. Custom fields are fully supported across imports, exports, segments, and campaigns, enabling more flexible personalization and data-driven loyalty logic.

👉 Learn more about member custom fields

Referral Management Improvements

It is now possible to manage referral links even after a member has been created.

You can:

• Add a referral link between members

• Remove an existing referral link

• Change the referral link between members

This gives you more flexibility in maintaining accurate referral structures and correcting mistakes without having to recreate member records.

👉 Learn more about referral management

More monthly updates

🆕 Added:

• Leaderboards: Effects can now be configured for leaderboard completion, enabling rewards for the most active members

• Global Management: Introduced a new metric for Billable Loyalty Events

• Data Exports:

  • New Daily Tier Change Delta export report

  • Tier exports now include Tier Set name and ID for improved traceability and reporting

⚙️ Enhanced:

• UI Improvements for a smoother experience

  • Change password view redesigned

• Campaigns: Autocomplete field in Effects -> Add/deduct units for every trigger

• S3 Data: Deletes are now captured in the daily analytics

• Dashboards:

  • Name change from Registered Members to New Members to better distinguish the statistics

  • Improved the overall performance

• Two new campaign effect templates with the transaction item filters

🛠️ Fixed:

• Campaigns:

  • Fixed error when editing rules in active campaigns

  • Fixed the error for summing up multiple transaction items with decimal gross values

• Tiers: Blocked transfers are now not included in the cumulative earnings

• Reward Config Import: Reward type incorrectly changed to fixed value after config import

• Segments: Fixed the error when the static segment would be emptied out during new members list import

• Date selector displayed incorrectly due to the local admin's timezone

August 2025

Rewards: Return & Refresh Limits

You can now cancel a redeemed reward, returning it to the pool of unused codes and refreshing the reward's limits. Cancelling a redemption will:

• ✅ Restore redemption limits for both the member and the reward.

• 🔁 Return the uploaded coupon code to the pool of available codes.

• 🗑️ Permanently remove the autogenerated coupon code.

This update helps improve inventory control and limit management, especially for use cases where redemptions are mistakenly triggered or need to be retracted before use.

👉 Learn more about reward cancellation

More monthly updates

🆕 Added:

• Leaderboards: Effects can be set for the leaderboard completion, allowing you to reward the most active members.

⚙️ Enhanced:

• UI Improvements for a smoother experience

  • Change password view redesigned

• Campaigns: Autocomplete field in Effects -> Add/deduct units for every trigger

• S3 Data: Deletes are now captured in the daily analytics

• Dashboards:

  • Name change from Registered Members to New Members to better distinguish the statistics

  • Improved the overall performance

• Two new campaign effect templates with the transaction item filters

🛠️ Fixed:

• Campaigns: Error when editing rules in active campaigns

• Campaigns: Fixed the error for summing up multiple transaction items with decimal gross values

• Tiers: Blocked transfers are now not included in the cumulative earnings

• Reward Config Import: Reward type incorrectly changed to fixed value after config import

• Date selector displayed incorrectly due to the local admin's timezone

July 2025

Asynchronous Webhooks with AWS SQS! 🚀

Open Loyalty now allows you to send webhook events directly to an Amazon Web Services Simple Queue Service (AWS SQS) queue. This enhancement enables asynchronous processing of your webhook data, improving reliability and scalability for high-volume integrations.

👉 Learn more about how AWS SQS integration works

Leaderboards – Motivate Your Members With a Bit of Competition

We’re excited to introduce Leaderboards – a brand-new feature designed to engage your members through healthy competition.

With Leaderboards, you can:

• Highlight top members across weekly, monthly, or custom timeframes

• Define ranking rules

• Create multiple boards

• Combine with campaigns to drive behavior and boost loyalty

👉 Learn more about how Leaderboards work

Favourite Filters in All Views

You can now save and reuse filters across all major data views - including Members, Rewards, Transactions, and more.

Quickly switch between your most-used filter combinations without rebuilding them every time. Rename, delete, or apply saved filters in just a few clicks — personalised for every admin.

💡 A simple way to stay organised and save time when navigating large data sets.

👉 Learn more about Favourite Filters

More monthly updates

🆕 Added:

• Global Management: Billable Loyalty Events Metric now available, allowing you to track the number of loyalty events sent to the platform each month.

• Segments: Option to duplicate segment configuration within tenant

• Webhooks: Possibility to have all webhooks sent to a single address, with All webhooks configuration option

⚙️ Enhanced:

• UI Improvements for a smoother experience

  • Single Member View: Button sizes in modals

  • Manage columns footer in different views

  • Aligned import files modals for different modules

  • Dashboard: Enhanced granularity in the charts

• Leaderboards:

  • Easy activation and deactivation of a leaderboard from a list view

  • Option to delete a leaderboard

• SQS for Webhooks: Implemented application layer encryption for webhook payload

• Rewards List: Added 'category' column to the view

• Tier Sets & Tiers: Easier setup with stepper and help texts

• Campaign Simulator: Clarified units receiver for referral campaigns

• Tenants: Easy timezone setup while creating and editing tenants

🛠️ Fixed:

• Fixed a bug where multiple custom attributes with the same key were added.

• Filters are not being properly applied to bulk actions.

• Incorrect float to string conversion in Member Custom Attributes

• Single Achievement/Member View: Triggered events list empty for member

• Incorrect tenant redirection after inactivity or page refresh

• Roles duplication with inactive tenants assigned

• Rewards edit button grayed out in single reward view

• Unit transfers generated by a referral campaign provide now referee's memberId in the action cause.

June 2025

New option to cap individual transaction item values in filters

You can now define a cap for each matching transaction item’s value or quantity. When applied, the system will count up to the specified limit per item when calculating total value or quantity.

For example:

• If one item is worth 300 and the cap is 100 → only 100 will be counted

• If another item is worth 50 → the full 50 is counted

This allows more flexible reward thresholds and prevents high-value items from skewing the results.

More monthly updates

⚙️ Enhanced:

• UI Improvements for a smoother experience

  • Enhanced pagination in all list views

  • Segmentation: Styling & copy fixes

• Global Search: improved response time

• S3 Bucket: Consistent updated_at and created_at fields in all data exports

• ACL: Consistent UI/UX when permissions are missing

• ACL: Disabling any changes to the Master role.

• Unit Transfers: Additional date Performed on (performedAt in the API) added with the business date of a transaction or a custom event.

🛠️ Fixed:

• Segmentation: Error message when conditions are empty

• Error message for the incorrect password input

• Importing Achievement configuration with additional translations

• CSV Exports: Fixed errors when initiations CSV exports from the Admin Panel

• Fixed Achievement Progression for lengthy custom events payloads

• Fixed Segmentation based on Achievement Progression

• Deleted Campaign still visible in Segments and Single Member View

• Tier Recalculation for Cummulative Units when units expire at the same time

May 2025

Members – Non-Unique Identifiers Now Supported

You can now mark member identifiers (like email or phone) as non-unique, allowing more flexibility in member creation and management.

⚠️ Non-unique identifiers:

• Can’t be required

• Can’t be used for event matching or integrations

• Can’t be reverted once saved

You can learn more in this article.

More monthly updates

⚙️ Enhanced:

• UI Improvements for a smoother experience

  • Filters in all the views have been improved

  • Single Member View: Timeline copy improvements

  • Single Member View: Clickable events on timeline

  • Rewards: Rich text boxes refinement

  • Help icon refinement: Question Mark (?) vs. Information (i)

  • Change type selectors from checkboxes to radio buttons

  • Improved navigation between steps in the stepper regardless of validation errors

• Wallet balance attributes are now available for the referrer

• Role column added to the Admin List view

• Members Import: registeredAt field added to the import file

🛠️ Fixed:

• Uniqueness of coupon codes across a single tenant only

• Campaign deactivation after changing the ordering number

• Webhook CampaignUpdated should be sent when activating and deactivating campaigns in the list view

April 2025

Badges

Introducing Badges - a new feature that awards members with a badge upon completing an achievement. These badges can be utilized across various modules, such as campaigns, or to easily retrieve a member's earned badges list.

OIDC Integration

Open Loyalty now supports OpenID Connect (OIDC) integration, enabling seamless single sign-on (SSO) with identity providers like Microsoft Azure Active Directory and OKTA.

Segments - Single Segment View

A new Single Segment View has been introduced. It provides a comprehensive overview of each segment, including rules, conditions, relationships with other modules (like campaigns and rewards), the last recalculation date, and — as before — the list of members assigned to the segment.

Guide Tour

New to Open Loyalty? A complete guided tour is now available to help you understand how the platform works and how to navigate it with ease. Enjoying the experience? Let us know if you'd like to see similar walkthroughs in other modules — we’d love your feedback!

Members – Redesigned Single Member View

The Single Member View has been revamped for improved usability. Key details are now accessible at a glance via the drawer panel. The layout mirrors the menu structure, making navigation more intuitive and streamlined.

More monthly updates

🆕 Added:

• Automation Campaign Export now available in Global Management

• Visual Environment Indicators to clearly distinguish between STAGE and PRODUCTION

• What's New section in the product to keep you updated with all the important changes and new features

⚙️ Enhanced:

• UI Improvements for a smoother experience

  • Sidebar Icon Alignment for a cleaner navigation panel

  • Sticky Columns Selection – choose which columns remain fixed

  • Sticky Sidebar – Sidebar now remains visible while scrolling through longer view

  • New Date and Time component across the product

• Campaign Creation & Editing – introduced a stepper to streamline the process, including helpful guidance text

• Enhanced Coupon Import mechanism for better performance with high-volume imports

• New filters added to the Unit Transfers view, allowing you to filter by Cancelled and Pending statuses

• Achievements can be activated and deactivated with a single click from the Achievement List view

🛠️ Fixed:

• Achievement templates not loading properly

• Achievement progress exceeding the allowed limit in a single transaction

• Achievement member progress not resetting

• Changing admin settings no longer triggers unintended password resets

• Campaign files in the S3 Bucket are now generated after each change in the configuration and description

• Missing custom event conditions for the redemption campaigns

March 2025

Campaigns – Enhanced Validation for Non-Default Wallets

You can now set conditions based on balance and unit history in non-default wallets.

Achievements – Track Unique Values for Custom Event

Progress can now be tracked for each new unique value in custom event attributes, without needing to define them beforehand. Learn more

Achievements – Triggers History

View the list of events that contributed to a member's achievement progress directly from their profile.

More monthly updates

🆕 Added:

• Referral Campaign Export now available in Global Management

⚙️ Enhanced:

• UI Improvements for a smoother experience

  • Dashboard & Campaigns – Upgraded analytical graphs for better insights

• Webhooks – CampaignEffectWasApplied now includes business data from transactions and custom events

• Campaign Effects – Additional validation for custom pending and expiration settings

• Campaigns – Ability to select and delte multiple campaigns

Fixed:

• AvailablePointsAmountChanged webhook no longer triggers when canceling a pending transfer

• Tier set visibility and simulation issues in campaign settings

• Missing conditions now correctly displayed in the Achievement view

• Role-based permissions applied correctly in the Single Member View

February 2025

Achievements - Streaks

The "Consecutive" option has been renamed to "Streaks" for improved clarity. New help texts and visual cues have been added to make configuring streak settings more intuitive and easier to understand.

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.

More monthly updates

⚙️ Enhanced:

• UI Improvements for a smoother experience

  • Achievements – Goals are now displayed in a read-only format for clarity

  • Achievements View – Rules section now scrollable across all views for better accessibility

  • Referral Campaigns – Moved to a dedicated tab for easier access and organization

  • Automation Campaigns – Moved to a dedicated tab for easier access and organization

  • Custom Attributes – You can now copy custom attributes when setting up campaign conditions

• Wallet Configuration – Tooltips added throughout for improved guidance

🛠️ Fixed:

• Dashboard - Incorrect redemption rate

• Campaign Duplication & Editing – Incorrect expiry and pending data are no longer copied during duplication or edits

• Expression Saving – Special characters like > are now correctly preserved and no longer converted to HTML entities (e.g., >)

• Exports based on filters correctly applied

• PointsWillExpirewebhook includes improved points to expire calculation

January 2025

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.

The webhook AchievementsWereProcessed added to the webhooks events

In the last release, we introduced a new webhook containing a summary of all achievements' progress.

More monthly updates

⚙️ Enhanced:

• UI Improvements for a smoother experience

  • Achievements Flow – Step-by-step validation added for required fields

  • Channels Redesign – Updated visuals and improved usability

  • Channels Relocation – Moved from Settings to the main left-side menu

  • Bulk Campaign Deletion – Easily remove multiple campaigns at once

  • Achievements Help Panel – Contextual help added on the right-hand side

  • Rewards Categories – Refreshed with a new design

  • Single Campaign View – Added toggle button to activate/deactivate campaigns

  • Custom Attributes – Unified view across all platform sections

  • Custom Events – Improved clarity of system identifiers

🛠️ Fixed:

• Incorrect next tier recalculation date

• Next scheduled run not updating correctly for Automation Campaigns