Release Notes Template

Written By Devin O'Neill ()

Updated at April 24th, 2025

This document includes all product updates in the Loyalty Q4-2022 Release issued on <Release Date>.

APIs

Product Update Value
Rewards

Redemption Retry Parameter:

Added a Redemption Retry Parameter to the Post Method as a Boolean parameter with Yes/No values.

Note: Points cannot be redeemed twice for the same order.

Prevents points redemption on the same order retry.
API Endpoint Creation: Action Summary by Member Displays the number of points earned (in summary) for a given member for a given Action ID.
Rewards API: Active/Deactive Status of the Rewards Retrieves a list of all available rewards against a member User ID.

User Lookup API

A new method/user/search was introduced in the API.

Some instances where query parameters are supported while searching users:

  • userId
  • email
  • firstName
  • lastName
  • OptInDate optInStartDate and optInEnd parameter
  • phone
  • birthDate
  • createDate createStartDate and createEndDate (Since and Until parameter)
  • extendedAttribute .{attribute_name}
 Allows clients to search user details based on multiple query parameters.
Refer-a-Friend (R-a-F) Added a User Info API
  • Displays original sharer details by using the Referee User ID.


BUG FIXES

Issue Fix Value

The system does not store negative points for a 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 points are not reflected.

Alternate Approach:

  1. To find such a user, save user details before setting the points to 0.
  2. Generate report.

Track Disregarded Negative Points by User:

Designed a table to store disregarded negative points data that consists of:

  • User ID
  • Name
  • Action ID
  • Date (Action occurred) Order ID
  • Points
  • Reason
  • Opt-In Status
  • Opt-In Date
  • Opt-Out Date
  • Zip Code
  • Store ID
  • Location
  • Designed a report for clients. For report fields, need to check as per requirement of client.
  • Provided a link, such as, User ID on the 'Negative Balance’ column to show the transactions that caused a negative balance.
  • Add a field in the Member Report.
  • Displays negative points
  • Runs a report to fetch such user IDs for their books as a liability.
  • Reduces the time for a new report design.
  • Filters negative points.

CAMPAIGNS

Update Value

Campaign Report: Added Campaign Points

Added a new column titled Campaign Points to the Campaign User Detail Report.

  • Bifurcates and shows additional points a user earned from a campaign out of the total points earned against an order.
  • Shows total campaign points earned on a given day on the campaign dashboard under the Milestone Points Graph.

Campaign Promotion Gaps

Enhanced Campaign Promotions.

  • Creates a separate Standard Action to award campaign benefit/bonus points.
  • Holds the campaign benefit/bonus points for the purchase or non-purchase of campaign milestone.
  • Removes the campaign benefit/bonus points on returns/cancellations.
  • Applies the highest campaign benefit.


INCENTIVE ENGINE

Update Value
Added a new method to the Incentive Engine Management. Retrieves user code details.


INTEGRATION

Type Update Value
Tango Gift Card Integration Tango Gift Card Rewards
  • Displays in-progress enhancement on the AC Loyalty Dashboard.
  • Gets Gift Card Redemption link directly on client’s email from Tango.
  • Resends Gift Card Redemption link on email from Tango.
  • Hides the Gift Card Redemption link from reward history as well as from AC reports from ADR.
MSD 365 Commerce (HQ) and Point of Sale (POS) Integration One-way data sync is completed Displays client or customer? details in Annex Cloud and reverse data sync in progress.
Ometria This integration allows multi-account (multi-template) compatibility where more than one region is involved in the client implementation. Assists seamless campaign generation with respect to the account for multiple account.
SAP Spartacus Incentive Engine Integration: The Incentive Engine[LN2] module (without loyalty) is integrated into SAP Commerce Cloud V2 (Spartacus). Allows rewards and redemption without the Loyalty module.  
SFCC Incentive Engine Integration: The Incentive Engine module (without loyalty) is being integrated into the Salesforce Commerce Cloud. Allows rewards and redemption without the Loyalty module
Qualtrics Annex Cloud is working with the compatibility of Loyalty API V3 version as an earlier integration was supporting the Loyalty V2 API. The V3 upgrade also adds revised certification with the platform.
Toast POS Annex Cloud offers loyalty program for Toast POS. To complete the requested implementation for one of the clients, Annex Cloud must complete the certification process. The certification also involves additional enhancements where POS users can search for a customer using Customer Name as well as email ID.[LN3]
 
 
Shopify The Loyalty program offers deletion of loyalty member and their data from the platform. Supports the enhancement, where a user/customer can delete their loyalty account (all the loyalty data will be removed)
Bazaar Voice (BV) BV offers a new API that can pull data from the platform instead of retrieving data using SFTP. Offers realtime data from BV for confirmed/rejected contents.
MS POS MS POS & Annex Cloud Loyalty Experience Platform Offers an end-to-end Integration to allow users to capture data points at POS for a complete customer profile.
MSD 365 Commerce MSD 365 Commerce & Annex Cloud Loyalty Experience platform Offers an end-to-end Integration to allow users to capture data points for a complete customer profile.


REWARDS

Update Value

Reward Report: Column Spend

Added a new column titled Total Spend to the Reward Report.

Depicts the total revenue for the rewards used for each order.

Reward Code and Points Deduction

Added a Reward Code and Points Deduction option.

Allows users to claim the reward and receive the coupon code automatically.

Reward Type Validation: Updates and Impact

Updated Reward Code validation based on the reward type.

Provides the option to use any string as the reward type and award the coupon code to the user.


SEGMENTS

Update Value
Realtime Segment: By Action Rules Set up realtime segments based on various Action Rules.


RECEIPTS

Update Value
Receipt Pending Shows Receipt Pending as product status when a user uploads receipts for that product.


REPORTS

Update Value
Hold Points Report: Releasing Points on Hold
  • Hold points to release: A client/admin can release points on hold so customers can receive loyalty points.
  • Hold points to release at order level: A client/admin can select the order level so the points could be released at order level.
  • Option to select multiple orders: A client/admin can select multiple orders, so the bulk points at multiple orders can be released.
  • Audit Trail: An admin can track the points so that validation can be done whenever required.