Q4 - 2022 Release Notes

Written By Devin O'Neill ()

Updated at March 19th, 2025

Loyalty

Reward Report - Add column for Spend

We've added a new column to the reward report that shows total revenue for the order for which the reward was used. A new column, "Total Spend," will show the total revenue for each order.

Addition of Campaign Points in Campaign Report

In the Campaign User Detail Report, an additional column titled "Campaign Points" has been added, which will bifurcate and show the additional points a user has earned from a campaign out of the total points earned against an order.
Also, how many total campaign points are earned on a given day can be seen in the campaign dashboard under the Milestone Points Graph.

Reward Code to be release and points deducted

If the user meets certain criteria, this feature will allow them to claim the reward and receive the coupon code automatically. 

Reward Type Validation Updates and Impact

We have updated the reward code validation based on the reward type. Now we can set any string as the reward type and award the coupon code to the user.

Real-Time Segment on Action Rule

Now we can set up the real-time segments based on the different Action Rules.

API Endpoint Creation - Action Summary by Member

API endpoint displays the number of points earned (in summary) for a given member for a given action ID.

PROD- Receipt pending

When an user/customer uploads receipts then the status for that particular product is shown as “Receipt pending” only if anything is pending in their account.

Rewards API - Active/Deactive status of the Rewards

The Rewards API retrieves a list of all available rewards against the member user id.

Make An Excel Request to Generate Multiple Files

  • Amplifying the capability to download data beyond million lines
  • For reports that split the data into multiple tabs within the spreadsheet or
  • Viability to split the data into multiple sheets

Validate Reward Before Claim/Redeem

  1. We need to update our existing points API at the time of redeeming/claiming the rewards.
  2. We need to check advanced eligibility of the user to claim/redeem the reward.
  3. We have to update the validation messages according to the eligibility.
  4. Need to make sure the existing functionality should work as it is.

User Lookup API

The new method /user/search in the user API that will allow clients to search user details based on multiple query parameters.

Some instances where the below query parameter to be supported while searching user.

  1. userId
  2. email
  3. firstName
  4. lastName
  5. OptInDate optInStartDate and optInEnd parameter
  6. phone
  7. birthDate
  8. createDate createStartDate and createEndDate (Since and Until parameter)
  9. extendedAttribute .{attribute_name}

Redemption Retry Process - Points should not deducted second time API retry call

Annex Cloud has added a new "retry" parameter to the post method point API. "retry" is a new Boolean parameter with acceptable values of “YES” or “NO” which will prevent points redemption for the same order retry. Points will not be redeemed twice on the same order.

Campaign Promotion Gaps

In this enhancement, we’re going to cover the following points:

  1. Creating a separate Standard Action to award the Campaign Benefit/Bonus points going forward
  2. Providing the ability to Hold the Campaign Benefit/Bonus points for the Purchase or Non Purchase Campaign milestone
  3. Removing the Campaign Benefit/Bonus points on Returns/Cancellations
  4. Applying the highest Campaign Benefit

Track Disregarded Negative Points by User

Currently, the system doesn’t store the negative point for the user, as per the scope, the system sets the point back to 0. which is a liability to the client because the user's actual point is negative; to find such a user, we can save the details before setting the points to 0 and generate the report from that. Whichever method is used to check the client's liability, the following solution can be provided.

  1. A table would be designed to store such data, which consist of User Id, Name, Action Id (against which its shows -ve points), Date (Action occurred), Order Id, Points, Reason, Opt-In Status, Opt-In Date, Opt-Out date, Zip Code, Store Id, Location.
  2. Design a report for Client, where they can run a report to fetch such User Id for their books as a liability. For report fields need to check as per requirement of client.
  3. We can Provide a link like ‘User ID' on the 'Negative Balance’ column to show the transactions which causes the balance to negative.
  4. We can add this field in Member report by providing a filter of Negative points. So, it will reduce the time for new report design.

Hold Points Report - Releasing points on hold

  • Hold points to release: As a Client/Admin, client should be able to release points on hold, So that the customer would be getting the loyalty points.
  • Hold points to release at order level: As a client/ Admin, client should be able to select the order level, so the points could be released at order level.
  • Option to select multiple order: As a client/Admin, client should be able to select multiple order, so the bulk points at multiple order could be released.
  • Audit Trail: As a admin, admin should be able to track the points, So that validation could be done when ever required.

Refer-a-Friend (RAF)

User Info API

Enhanced the user information API to display the original sharer details. We can get the sharer details by using the referee user ID.

Incentive Engine

We added a new method to the Incentive Engine Management to retrieve the user code details.

Integrations

  1. The integration team completed the following tasks: 
    • Integration with the Qantas platform
    • Integration with the JB Salesforce & Loyalty platform
    • Integration with RaaS and Salesforce
    • Integration with Salesforce & JB website
  2. Tango Gift Card Integration
    • Tango Gift Card Rewards: Status: In Progress Enhancement at AC Loyalty Dashboard
    • To get Gift Card Redemption Link directly on Customer's Email from Tango
    • Ability to resend the Gift Card Redemption Link on email from Tango
    • To hide the Gift Card redemption URL from reward history as well as from AC reports from ADR
  3. MSD 365 Commerce (HQ) and Point of Sale (POS) Integration
    MS Commerce HQ integration is currently underway, with one-way data sync completed to display customer details in Annex Cloud and reverse data sync in progress. We are also working on displaying the loyalty dashboard in MS HQ. MS POS Extension development is in process for Annex Cloud Loyalty Integration, which will include all the standard use cases of the Loyalty Platform.
  4. Ometria
    The integration will allow the Multi-account (multi-template) compatibility where more than one regions are involved in the client implementation. This will help seamless campaign generation with respect to the account for multiple account.
  5. SAP Spartacus
    Incentive Engine Integration 
    We are Integrating the Incentive Engine module (without loyalty) into the SAP Commerce Cloud V2 (Spartacus). This integration will work to award the rewards and redemption without the Loyalty module.     
  6. SFCC
    Incentive Engine Integration
    We are Integrating the Incentive Engine module (without loyalty) into the Salesforce Commerce Cloud. This integration will work to award the rewards and redemption without the Loyalty module.
  7. Qualtrics
    Annex Cloud is working with the compatibility of Loyalty API V3 version as earlier integration was supporting with Loyalty V2 API. The V3 upgradation will also add revised certification with the platform.
  8. Toast POS
    Annex Cloud offers loyalty program for Toast POS. To complete the requested implementation for one of the client Annex Cloud has to complete the certification process. The certification also involves additional enhancement where POS user can search the customer using customer's name as well as email ID. 
  9. Shopify
    Annex Cloud loyalty program offers deletion of loyalty member and their data from the platform. Shopify supports the enhancement, where a user/customer can delete their loyalty account (all the loyalty data will be removed).
  10. BazaarVoice
    Annex Cloud offers integration with BazaarVoice. BazaarVoice has come up with the new API using which we can pull the data from the platform instead of getting the data using SFTP. This enhancement will get the data from BV of confirmed/rejected contents in real time.
  11. MS POS
    MS POS & Annex Cloud Loyalty Experience platform provides an end to end Integration allowing you to capture data points at POS for complete customer profile.
  12. MSD 365 Commerce
    MSD 365 Commerce & Annex Cloud Loyalty Experience platform provides an end to end Integration allowing you to capture data points for complete customer profile.

Visual Commerce (VC)

No product development

Ratings and Reviews (R&R)

No product development