Objective
The purpose of this document is to describe the supporting Annex Cloud data fields corresponding to HubSpot fields. The fields can be customized based on the requirements.
Supported Versions
| Supported Versions | Certified Versions |
|---|---|
| NA | NA |
Supporting Data Fields for HubSpot
Use Cases
| Feature Name | Description | Pre-Requisites | Configuration Details | Reference Documents |
|---|---|---|---|---|
| Create a new member contact in HubSpot. | When a member enrolls in Annex Cloud Loyalty and the member does not yet exist in HubSpot, then a member contact gets created in Zauis. |
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| Passing of Customer Loyalty data in HubSpot | Member Loyalty data will be pushed to a customer contact in HubSpot. |
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Loyalty
| Loyalty Fields | Description |
|---|---|
| Loyalty Id | A platform-specific unique identifier for the Loyalty member. |
| First Name | First name of the enrolled member. |
| Last Name | Last name of the enrolled member. |
| Email Address | Email address of the enrolled member. e.g "somebody@who.com" |
| Active Status | If the member has been active on the platform as per the specified duration. |
| Birthday | Member’s birthday date. |
| Loyalty anniversary date | Member’s Loyalty anniversary date. |
| Phone No | Member’s phone number. |
| Zip Code | Member's zip code. |
| Opt-in Status | Member’s loyalty opt-it status. |
| Opt-in Date | Date when the member enrolled in the Loyalty Program. |
| Available Points | Points available for redemption for the member. |
| Earned Points | Total points earned during the duration of the loyalty membership. |
| Used Points | Total points used during the duration of the membership. |
| Hold Points | Members' points that are currently on hold. |
| Next Expiring Points | These points will expire next if not used. |
| Points Expiration Date | This is the date when points earned will expire next if not used. |
| Expired Points | These points are expired because they were not used. |
| Current Tier | Current tier of the member e.g "Gold". |
| Next Tier | Next higher tier based on the current tier. |
| Points Req For Next Tier | Number of points required for the member to reach the next higher tier. |
| Tier Achieve Date | The member's current tier achieve date. |
| Available Rewards |
List of eligible rewards for the member to redeem based on the available points. E.g $5 Reward | $10 Reward | $15 Reward |
| Points Req For Next Reward | The points needed for a member to be eligible for the next higher reward. |
| Highest Available Reward | The highest reward that a member is eligible for . |
| First Loyalty Activity Date | After enrollment when the member performs any loyalty activity for the first time. E.g. activities like making purchases, referring a friend, writing reviews, and other relevant actions may apply. |
| Last Loyalty Activity Date | Date when the last loyalty activity was performed by the member. |
| First Purchase Date | Date when the first purchase activity was performed by the member. |
| Last Purchase Date | Date when the last purchase activity was performed by the member. |
FAQ
Q-What is a Site ID?
Ans -Unique ID to every E-commerce site to integrate with Annex Cloud.
Glossary
| Terminology | Description |
| API | Application Programming Interface |
| AC | Annex Cloud |