Summary

• Multi-templates in Annex Cloud allow you to leverage loyalty within a single instance, regardless of the complexity of your business model. With multiple variables, we can serve multiple member sets, program rules, and actions quickly and easily.
• The Annex Cloud can be customized and extended to support enterprises of all sizes, giving your customers and loyalty members the experience they deserve.

• Within a siteID, there can be multiple sub-Templates. For example, there are 4 sub-Templates for ProductDemo siteId, which are Italy, Germany, Netherlands, and United Kingdom.
  

SiteId with four different Sub-Templates

• A Multi-Template program can be run differently region-wise for each sub-Template.

Multi-Template can be used:

1. For different region
2. For different brands
3. For different languages
4. For different currencies

Multi-Template Settings

Navigation: Product > Template

• Select Template to displays the following Multi-Template page:

Under the Multi-Template, following parameters is displayed:

Changing Templates

Once one of the Templates is selected, then you have the facility to change the Template. Click Change Template as shown in the following page:

• One of the templates must be selected from the Template list.

Enable Action Limit Override

• The objective of this feature is to link action rules together within a single multi-template deployment so that a designated action completed within one template marks the action as complete within another template and not duplicate the awarding of points.
• A new functionality called Enable Action Limit Override is added through which you can set a limit for a particular action associated with all over the template.

Note: To complete this action in all the associated templates ( to run the Cron in the background) , it takes 2 minutes of time.

Configurations

Navigation: Products > Multi-Template > Multi-Template Settings > Enable Action Limit Override

After enabling the Enable Action Limit Override button, you need to provide the following details:

1. Action: You need to provide the action details for which you are going to add the Action Id i.e., 123 or 100 etc.
2. Points Limit: Provide the maximum points against the action.
3. Duration: You need to provide the time duration for which this action works.

• For example: In the below image, you can see that for Action 123, the Points Limit is set to 100 which resets in every 10 days.
• Once providing all the required information, you need to click on the Add Action button to save all the details.

Note: This feature impacts Points API.

 Scenario

Let us consider that a particular Action Id (106) is associated with 4 templates and Points limit is set to 200. If we reward 100, 50, and 50 points in the first three templates, then for the last template “Zero“ points are rewarded automatically.

Enable Template Extended Attributes

The feature allows us to add User Attributes, which are then displayed across all Templates once the flag is enabled.

Navigation: Products > Multi-Template > Multi-Template Settings > Enable Template Extended Attributes

• Once you enable this feature, the option to Add User Attribute is displayed.

• After clicking Add User Attribute, the following page appears where you can input a name for the attribute, a data type, and whether you want the attribute to be mandatory or optional.

• After you click Save, the attribute name is displayed, and you have the option to Edit and view the Log of the added attribute.

• When you click Edit, a pop-up page appears where you can edit the parameters according to your needs.

• Once you click Log, a list of attributes Log details is displayed. These details include the date of creation, admin email, and old or new attributes.

Under the User Attribute, the attribute created above is also displayed.

Navigation: Product > Template > Additional Loyalty Settings > Extended Attributes > User Attributes

Synchronization Process

• This allows us to synchronize specific configurations from a parent template to applicable child templates.
• In order to do this, you need to select a Template that contains a child Template.
• Here is an example of a parent template that consists of a child template.

• When you select Template ID 114, the following page appears, letting you choose Actions, Rewards, Tiers etc.

• Once you select any one of the Products, click Synchronization to sync Parent and Child Template.

• As soon as the Synchronization process is complete, the following message appears.

Note: Only newly created items are copied during the synchronization process and any edited or deleted items are not copied.