Objective
The purpose of this document is to describe the features supported on the Magento platform using Annex Cloud’s Customer Loyalty module.
Supported Versions
| Supported Versions | Certified Versions |
|---|---|
| NA | NA |
Loyalty Fields
Below is the list of loyalty fields supported on Microsoft Dynamics 365 Marketing Application using Annex Cloud.
| 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. |
Loyalty
| Feature Name | Description | Pre-Requisites | Configuration Details | Reference Documents |
|---|---|---|---|---|
| Syncing Individual members (Contacts) from Annex Cloud to D365 Marketing | At a regular interval (pre-configured at Annex back end), members will be pushed from Annex Cloud to D365 Marketing. |
|
|
NA |
| Syncing Individual Members (Contacts) from Microsoft D365 Marketing App to Annex Cloud | At a regular interval (pre-configured at Annex back end), members will be pushed from D365 Marketing application to Annex Cloud. |
|
|
NA |
| Syncing Segments from Annex Cloud to Create Corresponding 365 Marketing Segments | At a regular interval (pre-configured by user at Annex backend), member groups (Segments) will be pushed from Annex Cloud to D365 Marketing. |
|
|
NA |
| Syncing Segments from D365 Marketing App to Create Corresponding Annex Cloud Segments | At a regular interval (pre-configured at Annex back end), members groups (segments) will be pushed from D365 Marketing application to Annex Cloud. |
|
|
NA |
| Pushing members Loyalty Interactions from Annex Cloud to D365 Marketing App. |
Members' loyalty activities will be available in D365 Marketing application.
|
|
|
NA |
Upcoming Features
| Feature Name | Descriptions | Reference Documents |
|---|---|---|
| Refer A Friend (RAF) |
Mapping RAF fields from Annex Cloud to D365 Marketing application. Pushing RAF activities details from Annex Cloud to D365 Marketing application. Syncing of RAF members from D365 Marketing to Annex Cloud. |
NA |
FAQ
NA
Glossary
| Terminology | Description |
|---|---|
| NA | NA |