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NA

Create a New Customer Contact in Marigold Engage

When a customer enrolls in Annex Cloud Loyalty and does not yet exist in Marigold Engage, a new customer contact is created in Marigold Engage.

The customer must be enrolled in Annex Cloud Loyalty.

The customer contact must be present in Marigold Engage.

Passing of Customer Loyalty Data to Marigold Engage

Customer loyalty data from Annex Cloud is passed to Marigold Engage, updating the customer contact with loyalty details.

The customer loyalty data must be generated in Annex Cloud.

The customer contact must be present in Marigold Engage.

Loyalty ID

A unique platform-specific identifier defined by Annex Cloud.

First Name

First name of the registered customer.

Last Name

Last name of the registered customer.

Email Address

Email address of the registered customer (for example, "somebody@who.com")

Active Status

An indicator showing whether the customer has been active on the platform in the past year

Birthday

Customer’s birthday date

Loyalty Anniversary Date

Date the customer enrolled in the loyalty program

Phone Number

Customer's phone number

Zip Code

Customer's zip code

Opt-in Status

Customer's opt-in status for the loyalty program

Opt-in Date

Date when the customer opted into the loyalty program

Available Points

Points available for redemption

Earned Points

Total points earned during the loyalty membership period

Used Points

Total points redeemed during the loyalty membership period

Hold Points

Points currently held and unavailable for redemption

Next Expiring Points

Points that will expire soon if not used

Points Expiration Date

Date when points will expire if not used

Expired Points

Total number of points that expired during the loyalty membership period

Current Tier

Customer’s current loyalty tier (for example, Gold)

Next Tier

Next tier a customer can reach based on their current tier

Points Required for Next Tier

Number of points required to reach the next tier

Tier Achievement Date

Date when the customer achieved their current tier

Available Rewards

List of rewards eligible for redemption, based on available points (for example, 15 dollars = 500 points)

Points Required for Next Reward

Points needed to redeem the next available reward

Highest Available Reward

Highest reward available to the customer

First Loyalty Activity Date

Date when the customer performed their first activity after enrolling in the loyalty program (for example, making a purchase, referring a friend)

Last Loyalty Activity Date

Date of the customer's most recent activity within the loyalty program

First Purchase Date

Date when the customer made their first purchase

Last Purchase Date

Date of the customer's most recent purchase

AC

Annex Cloud