Feature: To set recurring Action Series bonuses where members can earn bonuses multiple times.

Description: Currently, there is no way to set recurring bonus points for the Action Series. Members can only receive bonus points once in an Action Series. The enhancement will Action Series to recur indefinitely or based on set limits on number of times or bonus points earned. Here, we have enhanced our Action Series APIs and reporting.

Prerequisites:

• Required Setup: Action Series ID configuration must be active. 
• Restrictions: By default, all existing clients will have a maximum achievement limit of 1, but they can choose to increase the limit. 

Use Case:

We want to encourage members to buy frequently. So, we want to set up a recurring Action Series, which rewards the member for buying multiple times in a fixed period. And we want this behavior to continue.

Campaign: Make 4 purchases within 30 days and receive a 50-point bonus; up to three times. 

In order to set this up, we'll need to select the duration as rolling 30 days, purchase action under series milestones, where the count should be at least 4. Then, under the Series Benefit tab, we can set the bonus points as 50 points. Finally, we can set the Maximum Achievement Limit as 3 (or leave it blank if there is no Maximum Achievement Limit) and save the configuration.

For Businesses: Increased Customer Engagement, Higher Customer Retention, Boost in Sales, Detailed reporting view. 

For Customers: Consistent Rewards, Increased Value, Enhanced Customer Experience. 

Feature: To make extended reward attributes available in the reward configuration level and store values against them. So that the same can be made available as and when required at various places, like in APIs and reports.

Description: We currently do not have the option to define and store additional reward attributes. However, with this enhancement, clients will be able to define extended reward attributes. These attributes must be visible during reward configuration to allow for saving values based on specific business requirements.

Prerequisites:

• Required Setup: To save and display values for the extended reward parameters, they must first be defined in the extended attributes tab. 
• Restrictions: N/A 

Use Case:

We want our client to be able to add or modify reward level attributes with every reward so that these attributes can be attached with every Reward and these attributes can be made available in data reporting for the analysis purposes as and when required along with other reward information on Member level. 

Consider that a client wants to add some additional reward attributes like ‘Sell_Price’, ‘VAT’, and an ‘Additional_Amount_to_Pay’ 

To set this up, we'll need to follow the steps below.

1. 1. Define Extended Attributes

• The client accesses the Extended Attributes section. 
• The client defines the new extended attributes for rewards (e.g., attribute names and data types). 

2. Save Configuration: 

• The system saves the defined extended attributes. 
• The defined attributes become available in the reward configuration section. 

3. Set Attribute Values: 

• The client navigates to specific rewards and sets values for the extended attributes. 
• The system saves these attribute values associated with the respective rewards. 

4. Access via APIs and Reports: 

• The system makes the extended attribute values accessible through relevant APIs and reports. 
• The client retrieves additional details for specific rewards using the APIs and reports.

Feature: To add a new Azure STFP configuration option for the data feed.

Description: Azure SFTP utilizes different libraries to establish the connection. It's important to note that Annex Cloud's existing SFTP configuration does not currently support the establishment of an Azure SFTP connection. However, we have now introduced a new option specifically for Azure SFTP, complete with the required libraries.

Prerequisites: 

• Required Setup: The Azure SFTP option must be selected when configuring a new data feed connection.
• Restrictions: N/A

Use Case: For those using Azure, it enables a connection with Azure SFTP to push the data from Annex Cloud to the customer’s location.

Feature: To provide a more intuitive and user-friendly experience for customers configuring and editing the PCM tool.

Description: Previously, while adding or modifying the products in the PCM, the available flags, fields, and import product names were not self-explanatory, which led to user error and uncertainty on how to properly configure the PCM.

Prerequisites: 

• Required Setup: To upload the products in the PCM, download the new CSV template given in the Import Product pop up. 
• Restrictions: N/A

Use Case: As a user, I want to upload products in the PCM and would like to be notified about the import status to know if the products I’ve added were successfully imported or not.

Step 1: Add the required product details to the new CSV template.

Step 2: The email notification is sent once the process is completed. The user can see the status of the uploaded products, such as how many products are successfully added, how many are modified, how many products failed, etc.