January 2024 Release Notes

Written By Devin O'Neill ()

Updated at April 17th, 2025

This document covers all product updates included with the January 2024 Release issued on January 8, 2024.

Actions

Update	Summary	Value
Action Attributes and Point Differentiation	More work has been done on the Action Attributes functionality and the ability to differentiate points with action attributes. These updates include: The Points column in the Action Attribute Validations tab will be hidden if we have the following conditions: Enable Points Differentiation by Extended Attribute Values = OFF Action Attribute Validation = ON The download file from the Action Attribute Validations tab will change dynamically for multi point bucket enabled sites. The UI for multi point bucket sites has been updated to show additional point information (if applicable) within the Action Attribute Validations tab. Additional action attribute columns are available in the Reward Report. Deleted records will appear in the audit log report. There is a hard limit of 200 points for action attribute point differentiation. Point value changes and additional bucket point value changes are available in the audit log report.	These updates will improve the user experience when using Action Attributes to differentiate the points awarded to members. These updates will also improve the experience for programs with multiple point buckets who want to leverage Action Attributes to differentiate the points awarded to m

Update

Summary

Value

Action Attributes and Point Differentiation

More work has been done on the Action Attributes functionality and the ability to differentiate points with action attributes.

These updates include:

The Points column in the Action Attribute Validations tab will be hidden if we have the following conditions:

Enable Points Differentiation by Extended Attribute Values = OFF

Action Attribute Validation = ON

The download file from the Action Attribute Validations tab will change dynamically for multi point bucket enabled sites.
The UI for multi point bucket sites has been updated to show additional point information (if applicable) within the Action Attribute Validations tab.
Additional action attribute columns are available in the Reward Report.
Deleted records will appear in the audit log report.
There is a hard limit of 200 points for action attribute point differentiation.
Point value changes and additional bucket point value changes are available in the audit log report.

These updates will improve the user experience when using Action Attributes to differentiate the points awarded to members. These updates will also improve the experience for programs with multiple point buckets who want to leverage Action Attributes to differentiate the points awarded to m

APIs

API	Update	Summary	Value
Order API	Secondary Key Fixes	Secondary keys can be used as a more specific identifier for products that earn members loyalty points when purchased. Use case for a secondary key: You have multiple products with the same product ID but a different unit price. The secondary key can be used to delineate between the products in the order. Fixes have been made so that the secondary key can be passed when sending and retrieving order data via the Order API when an order is partially shipped, partially canceled, partially returned, discounted, if there is a redemption credit applied, or if it is a backdated order.	The secondary key functionality will work consistently with multiple order scenarios.

API

Update

Summary

Value

Order API

Secondary Key Fixes

Secondary keys can be used as a more specific identifier for products that earn members loyalty points when purchased.

Use case for a secondary key:

You have multiple products with the same product ID but a different unit price. The secondary key can be used to delineate between the products in the order.

Fixes have been made so that the secondary key can be passed when sending and retrieving order data via the Order API when an order is partially shipped, partially canceled, partially returned, discounted, if there is a redemption credit applied, or if it is a backdated order.

The secondary key functionality will work consistently with multiple order scenarios.

Pre-Built Integrations

Area	Update	Summary	Value
Data Sync	Data Feed to Sync Data from Survey Reports	The Data Sync feature has been updated to be able to sync data from the Survey Reports.	You will be able to send data collected from your surveys using the Data Sync feature.
Data Sync	Data Feed to Sync Action Attribute Data	The Data Sync feature has been updated to be able to sync data regarding Action Attributes established in a loyalty program.	You will be able to send Action Attribute data using the Data Sync feature.

Reports

Report	Update	Summary	Value
All Interaction Report	Display Campaign Name in Reason Field for Campaign Benefits	The ‘Reason’ column in the All Interaction Report will display the campaign name when the Action ID is 1008 and the member received a campaign benefit. The User Activity API response will also include the campaign name for the ‘Reason’ parameter if a member has earned a campaign benefit.	Administrators will be able to understand exactly what campaign the member received the benefit for when reviewing the All Interaction Report or reviewing member activity via the User API.
Campaign Report	Campaign Report: Improved User Experience	Changes have been made to the Campaign Report to make it more user-friendly. These changes include: The Campaign User Details dashboard has been renamed to Campaign Member Details on the UI and within the exported report file. The campaign ID and campaign name have been added to the report. The date range for the campaign will auto-populate in the report. Administrators can search for a campaign in the report using the filters without having to include a date range.	Administrators will have a better user experience when using the Campaign Report and be able to collect specific data faster.
Campaign Report	Real-Time Campaign Report	Member’s campaign related data will appear in the Campaign Report in real-time without a delay.	The information in the Campaign Report will always be up-to-date.

Report

Update

Summary

Value

All Interaction Report

Display Campaign Name in Reason Field for Campaign Benefits

The ‘Reason’ column in the All Interaction Report will display the campaign name when the Action ID is 1008 and the member received a campaign benefit.

The User Activity API response will also include the campaign name for the ‘Reason’ parameter if a member has earned a campaign benefit.

Administrators will be able to understand exactly what campaign the member received the benefit for when reviewing the All Interaction Report or reviewing member activity via the User API.

Campaign Report

Campaign Report: Improved User Experience

Changes have been made to the Campaign Report to make it more user-friendly.

These changes include:

The Campaign User Details dashboard has been renamed to Campaign Member Details on the UI and within the exported report file.
The campaign ID and campaign name have been added to the report.
The date range for the campaign will auto-populate in the report.
Administrators can search for a campaign in the report using the filters without having to include a date range.

Administrators will have a better user experience when using the Campaign Report and be able to collect specific data faster.

Campaign Report

Real-Time Campaign Report

Member’s campaign related data will appear in the Campaign Report in real-time without a delay.

The information in the Campaign Report will always be up-to-date.

Segmentation

Update	Summary
Segmentation Fixes and Enhancements

Timezone

Update	Summary	Value
Quickly View Timezone Settings	Changes have been made to the UI to give program administrators more visibility into the time zone configuration for your site. Administrators will be able to quickly view the time zone configured for the loyalty program upon campaign configuration, adding new members via the Member Report, or creating a group within the Incentive Engine.	Administrators will be able to ensure updates to their loyalty program work with their time zone settings.
Timezones for Common Cron Jobs	Geographical regions will be placed into time zone groups. These groups will be used when establishing the time common cron jobs in the program should run so that they better align with the time zone of the loyalty program's region.	Common cron jobs will run at a time that better aligns with the loyalty program's region.

Update

Summary

Value

Quickly View Timezone Settings

Changes have been made to the UI to give program administrators more visibility into the time zone configuration for your site.

Administrators will be able to quickly view the time zone configured for the loyalty program upon campaign configuration, adding new members via the Member Report, or creating a group within the Incentive Engine.

Administrators will be able to ensure updates to their loyalty program work with their time zone settings.

Timezones for Common Cron Jobs

Geographical regions will be placed into time zone groups. These groups will be used when establishing the time common cron jobs in the program should run so that they better align with the time zone of the loyalty program's region.

Common cron jobs will run at a time that better aligns with the loyalty program's region.

Users

Update	Summary	Value
Role Standardization: User Roles	User Roles have been updated to create a new default role structure. There are four predefined system roles that provide specific levels of access: Administrator, Program Manager, Limited Admin, Reporting Manager. These predefined roles cannot be modified, but an administrator can create a copy of these roles and customize them according to their specific requirements. Any custom roles created by an administrator will also be listed in the Permission Settings.	Administrators will have a better user experience when defining user roles in the Annex Cloud platform.

Update

Summary

Value

Role Standardization: User Roles

User Roles have been updated to create a new default role structure.

There are four predefined system roles that provide specific levels of access:

Administrator, Program Manager, Limited Admin, Reporting Manager. These predefined roles cannot be modified, but an administrator can create a copy of these roles and customize them according to their specific requirements. Any custom roles created by an administrator will also be listed in the Permission Settings.

Administrators will have a better user experience when defining user roles in the Annex Cloud platform.

Integrations

Platform	Update	Summary	Integration Type
Shopify Commerce	Implemented Annex Cloud’s hierarchy management module with standard use cases based on the available working APIs.	The integration allows businesses using Shopify to create groups, give them points, and add new members to a group. The platform gives visibility of the hierarchy management functionality on a separate page.	API Based Integration
Shopify Survey	Implemented Annex Cloud’s survey module with standard use cases.	The integration allows businesses using Shopify to leverage surveys for their loyalty members. The surveys are managed dynamically so that members can see the list of available surveys. The survey page is created independently in the commerce site.	API Based Integration
SAP Commerce Cloud	Implemented Annex Cloud’s hierarchy management module with standard use cases based on the available working APIs.	The integration allows businesses using SAP Commerce Cloud to create groups, give them points, and add new members to a group. The platform gives visibility of the hierarchy management functionality on a separate page.	API Based Integration
Salesforce Commerce Cloud	Implemented Annex Cloud’s hierarchy management module with standard use cases based on the available working APIs.	The integration allows businesses using Salesforce Commerce Cloud to create groups, give them points, and add new members to a group. The platform gives visibility of the hierarchy management functionality on a separate page.	API Based Integration
Heartland POS (Springboard) V3	Implemented Annex Cloud’s hierarchy management module with standard use cases based on the available working APIs.	The integration allows businesses using Heartland POS to create a group on behalf of a customer and add members to the group.	API Based Integration

Actions

APIs

Pre-Built Integrations

Reports

Segmentation

Timezone

Users

Integrations

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