August 2024 Release Notes

Written By Devin O'Neill ()

Updated at April 24th, 2025

This document covers all product updates included with the August 2024 Release issued on August 5th, 2024.

Rewards

Update Summary Value/Benefits
Updated Rewards section user interface

Description: The Rewards section received new tooltips, additional information descriptions, and warning popups for its user interface.

Prerequisites: Loyalty Setup

Use Cases:

  • Configuring Rewards
    • Scenario: An admin wants to create different rewards based on how much customers spend. 
    • Use Case: With the improved Rewards Section, the admin can easily set up these rewards. Helpful tooltips explain how each reward option impacts what customers receive and how it affects the overall loyalty program's success.
  • Managing Point Redemption Rules
    • Scenario: The admin needs to change the rules about how customers can use their loyalty points. 
    • Use Case: In the updated Rewards Section, clear tooltips explain how to set these rules. Consistent terminology for everything makes the function of the rules easier to understand. 
 The Rewards Section enhancement aims to improve the user experience by providing comprehensive tool tips, additional information, and warnings for key configurations. This will empower admin users with clearer insights into the consequences of their actions, while also standardizing terminology for better clarity and consistency across the interface.

Points API

Update Summary Value/Benefits
Point Type Acceptance via Points API using the POST method

Description: This feature enables the acceptance of point types via the Points API. The specified point type will be stored and returned in the Point API and Member Activity API. Also, the Activity API response will update the existing point type value for campaign benefit action ID 1008 from Standard to Promotional. 

Prerequisites:

  • Clients must ensure their systems are integrated with the updated Points API [POST] method, where they need to pass the ‘pointType’ parameter with its associated value. 
  • Generally, the value may be Standard, Promotional, Reversal Standard, or Reversal Promotion. 

Use Case: A client wants to explicitly specify the point type value for members' transactions, and the same details should be accessible via respective APIs. 

The above use case gets executed in the following steps:

  • Include pointType parameter in the Point API payload and set values for it against member transactions using the POST method. 
  • The point type value is now available in the Activity API response.
 This enhancement aims to improve the accuracy and visibility of point types in activities. 

Receipt Scanning

Update Summary Value/Benefits
Multi-Template Support for Next Gen Receipt Scanning (NGRS)

Description: Previously, the NGRS wasn’t compatible for sites that are multi-template based. With the addition of this enhancement, every site with a multi-template setup will be able to use the NGRS functionality. Enabling the NGRS feature from the super admin is still required.

Prerequisites: No additional configuration for the multi-template support is required.

Use Case: A customer uses a multi-template enabled site to manage their loyalty program. Now, they've decided to use the NGRS feature. They can request for Annex Cloud to enable the NGRS feature for their multi-template enabled sites. 

 This enhancement enables clients to use the NGRS feature on multi-template supported sites.

Refer a Friend (RAF)

Update Summary Value/Benefits
Refer a Friend Reports - Date Range and Search Filters

Description: The current UI for Refer a Friend reports (Interaction, Coupon Codes, Influencer, Revenue, Credits, and Users) lack consistency in date range and filter selection compared to other Loyalty reports. To enhance usability and consistency, we aligned the date range filter and additional options UI with those used in the other Loyalty reports.

Prerequisites: Refer a Friend Setup.

Use Case:

  1. The user navigates to the Refer a Friend Reports section. 
  2. They select a specific date range using the updated date-range filter. 
  3. The user generates reports to compare referral activities between different time periods, using filters. 
  4. Based on the analysis, they adjust their referral incentives or marketing strategies to optimize their program's effectiveness.
  • Consistency: Users will experience a consistent interface across different report sections, reducing confusion and improving usability.
  • Familiarity: Clients familiar with the Loyalty reports UI will find it easier to navigate and use the Refer a Friend reports. 
  • Efficiency: Streamlined date range and filter selection will save users time, allowing them to focus more on analyzing data rather than navigating the interface. 
  • Training: Reduced training time for new users as they can leverage existing knowledge from using the Loyalty reports UI. 

Action Series Report

Update Summary Value/Benefits
Addition of reward-related fields in the Action Series report and its respective export file

Description: We have recently started rewarding members using the Action Series feature. However, the details of these rewards were not available in the report. To address this, we have added new fields related to rewards to the Action Series report, Action Series Member report, and its related export files. These new fields will provide more detailed insights into reward metrics, enabling clients to analyze and manage their reward programs more effectively.

Prerequisites: N/A 

Use Case: A client sets up a reward benefit in the Action Series settings and wants to utilize such details for their analysis. 

The above use case gets executed in the following steps:

  • Go to the Reports section in the Annex Cloud. 
  • Open the Action Series Report. 
  • The Reward Name appears for the configured Action Series. 
  • Click on the Member Details icon to open Action Series Member Report.
  • The Reward Code details are found in the report. 
  • The report can be exported to the Excel file for further analysis.
  • Improved Data Visibility: Clients can view and export reward-related data within the Action Series Report and Action Series Member Report, which enables better tracking and management of reward programs. 
  • Improved Management: Access to detailed reward metrics enables clients to manage their reward programs more effectively, making data-driven decisions to optimize member engagement and satisfaction. 

Integrations

Platform Update Summary Integration Type
One View Commerce POS One View Commerce POS Integration with Annex Cloud Loyalty The integration with OVC POS system provides a loyalty program solution with the selected use cases supported by One View Commerce (OVC). Annex Cloud is offering native integration with OVC, which is beneficial for the mutual prospects in the pipeline for the OVC and Annex Cloud.  API-Based

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