This document covers all product updates included with the August, 2023 Release issued on August 7, 2023.
Pre-Built Integrations
| Area | Update | Summary | Value |
|---|---|---|---|
| Data Sync | Data Feed Outbound for Multi-Template | The Data Feed will now be able to send data from multiple templates for multi-template users without needing to go into each template individually to send. | This will save administrators time because you will not have to configure the Data Feed for each template individually but can do so for all templates at once at the site level. |
Reports
| Report | Update | Summary | Value |
|---|---|---|---|
| Member Report | Merge Loyalty Member Accounts | Program Administrators can now merge duplicate member accounts (within the dashboard or via API) into one account. | This creates a single source of truth for each member's loyalty data which will prevent fraud and reduce point liability for businesses. |
Rewards
| Update | Summary | Value |
|---|---|---|
| Rewards Configuration: Sort Order Changes | A new column has been added to the Rewards configuration page to show the reward sort order id. Additionally, a new action button was added to send a reward to the top or bottom of the sort order. |
Administrators will be able to view the current order of the rewards on the Rewards configuration page to quickly understand the UI ordering of a reward on the e-commerce page. Additionally, you will be able to click a button from the Action column of the Rewards configuration page to change the sort order of the rewards, no longer needing to drag and drop rewards when ordering. |
Surveys
| Update | Summary | Value |
|---|---|---|
| Multi-Template Survey Functionality |
Administrators can create a survey at a Parent-Template level and synchronize it down to applicable Child-Template levels. Administrators can designate a survey as complete if the same survey has been taken in another template. Administrators can use the results of a survey in Segmentation, IF the survey has been marked as Cross-Template, AND the survey has been completed by the member in any or specific templates. |
Administrators will save time by only needing to create one survey that they can use across multiple templates. |
Integrations
| Platform | Update | Summary | Integration Type |
|---|---|---|---|
| Zendesk | Loyalty Fields Management | This feature will come under pre-built integration. Within the dashboard you can create/update/delete in real time from AC to Zendesk. Using this setting, loyalty fields can be configured from the Annex Cloud dashboard and can be synchronized with Zendesk in real time. | App Based |
| ESP-DSS | Loyalty Status Management | Members can opt-in or opt-out from the prebuilt integration section and it will be reflected in respective ESP platforms. With this update, the member's loyalty status is easily manageable from the Annex Cloud dashboard without having to go to the ESP platform. | DSS |
| RICS POS | Get Product Details through Transaction API | Annex Cloud can obtain product details from the order placed or order returned at POS. Additionally, it is possible to reverse the redeemed points and deduct the earned points made from the last purchase if it has been returned. | API |
| Salesforce Commerce Cloud | RAF Implementation | Administrators can configure Annex Cloud’s RAF module through Salesforce’s backend dashboard settings. You can see Refer a Friend details from the account page of storefront. | App Based |
| BigCommerce | Loyalty V3 Migration | Migration from V2 loyalty program to V3 completed with all the existing standard loyalty use cases. Annex Cloud will support V3 migration from V2 for Big-commerce platform. | App Based |