This document covers all product updates included with the October 2024 Release issued on October 7th, 2024.
Hierarchy Management
| Update | Summary | Value/Benefits |
| Hierarchy Management Restructure |
Audience: Everyone Description: Hierarchy Management enables loyalty members or corporate accounts to be organized in hierarchy groups. Groups can pool points together to earn points or share status. Prerequisites: Hierarchy Management module should be enabled and configured. Limitations and Restrictions: This release of Hierarchy Management does not support Tiers. Support to set tiers using group status will be included in a future release. Enrollment and group management functionalities are not yet available through the loyalty iFrame. Use Cases:
For more details on this enhancement, please visit the following Annex Cloud documentation pages: |
Group accounts enable loyalty members to collectively join groups and earn rewards that may not be accessible to individuals. The potential outcomes of group accounts can vary significantly, depending on the structure of a loyalty program. This solution allows controls to be set at the group level rather than globally. Loyalty members can create a group and send invites to others to join the group. The members of the group can earn and burn the points collectively based on the permissions set by the group owner. The owner of the group can define the administrative permissions to remove the other members from the group. The members themselves can leave the group. To keep transparency within the group, each member of the group can view the group performance, i.e. who joined the group, who earned points for the group, who redeemed the group points, who left/was removed from the group. |
Single Sign-On (SSO) Configuration
| Update | Summary | Value/Benefits |
| Self-Serve Single Sign-On (SSO) Configuration |
Audience: Administrators Description: This enhancement introduces a self-serve setup for Single Sign-On (SSO) using SAML authentication within Annex Cloud. This feature allows administrators to configure SSO independently, streamlining the integration process between Annex Cloud and various Identity Providers (IdPs). Prerequisites:
Use Case: A company using Microsoft Azure AD as its IdP can quickly configure SSO within Annex Cloud, allowing employees to log in through Azure AD and seamlessly access Annex Cloud's services without needing separate credentials. This improves security and simplifies user access management. For more details on this enhancement, please visit the Annex Cloud Configuring SSO help documentation page. |
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Members Report
| Update | Summary | Value/Benefits |
| New Columns Added to the Members Report |
Audience: Everyone Description: This enhancement added three additional columns to the Members Report dashboard table: the Last Activity Date column, Last Purchase Date column, and Current Balance column. For more details on this enhancement, please visit the Annex Cloud Member Report help documentation page. |
The additional columns provide more information on members' participation within the loyalty program. When running a report on a group of members or a specific member, the report now shows the data points of when a member was last active in the loyalty program, when a member made their last purchase, and how many points are currently in the member’s available point balance. |