yMarketing Feature Document

Written By Devin O'Neill ()

Updated at April 16th, 2025

Objective

This document describes the features supported by yMarketing ESP using Annex Cloud’s customer loyalty module.

Supported Fields

This section provides a list of supported data fields related to the Annex Cloud loyalty program for yMarketing.

Loyalty Fields

Field Name Description
Loyalty ID A unique platform-specific identifier defined by Annex Cloud.
First Name First name of the registered customer.
Last Name Last name of the registered customer.
Email Address Email address of the registered customer (for example, "somebody@who.com").
Active Status An indicator showing whether the customer has been active on the platform in the past year.
Birthday Customer’s birthday date.
Loyalty Anniversary Date Date the customer enrolled in the loyalty program.
Phone Number Customer's phone number.
Zip Code Customer's zip code.
Opt-in Status Customer's opt-in status for the loyalty program.
Opt-in Date Date when the customer opted into the loyalty program.
Available Points Points available for redemption.
Earned Points Total points earned during the loyalty membership period.
Used Points Total points redeemed during the loyalty membership period.
Hold Points Points currently held and unavailable for redemption.
Next Expiring Points Points that will expire soon if not used.
Points Expiration Date Date when points will expire if not used.
Expired Points Total number of points that expired during the loyalty membership period.
Current Tier Customer’s current loyalty tier (for example, Gold).
Next Tier Next tier a customer can reach based on their current tier.
Points Required for Next Tier Number of points required to reach the next tier.
Tier Achievement Date Date when the customer achieved their current tier.
Available Rewards List of rewards eligible for redemption, based on available points. For example, 15 dollars = 500 points.
Points Required for Next Reward Points needed to redeem the next available reward.
Highest Available Reward Highest reward available to the customer.
First Loyalty Activity Date Date when the customer performed their first activity after enrolling in the loyalty program (for example, making a purchase, referring a friend).
Last Loyalty Activity Date Date of the customer's most recent activity within the loyalty program.
First Purchase Date Date when the customer made their first purchase.
Last Purchase Date Date of the customer's most recent purchase.

Refer a Friend Fields

Field Name Description
Referrer Email Email address of the referrer (for example, somebody@who.com).
Referrer First Name First name of the registered customer referring others.
Referrer Last Name Last name of the registered customer referring others.
Newsletter Status Newsletter subscription status of the referrer (Yes or No).
Share Resource Social media interactions (Facebook, Twitter, Email, Bitly URL).
Email Receiver Email address of the person receiving the referral link.
Bitly URL Shortened Bitly URL used in sharing the referral link.
Friend Email Email address of the friend to whom the referral link is sent.
Friend Name Name of the friend after making a purchase referral.
Coupon Code Coupon code received by the friend for the referral.
Stat ID Option field used during referral registration.
Claim Rewards URL URL where the customer can view all claimable rewards.
Invite Code Unique invitation code for the referrer.
Reward Code Reward code given to the sharer after the referral.
Coupon Used Tracks the coupon code used for the referred sale.
Credits Earned Total credits earned by the sharer through the referral program.