Flexible setting of rules for the questions of the LP Member application form related to the date

The ability to configure composite rules was added for application form questions related to the date in the filter Question of application form. For example: the customer date of birth, the date of birth of a child or pet, the date of the wedding, etc. Now the rules can be triggered annually during the desired month, or only if the specified date falls within a certain range, or a certain amount of time has passed since the specified date, etc. 

A complete list of mechanics and instructions for the offer setting is available here. 

Important: Since version 2022.1 filter Question of application form is used instead of the filter Birthday.

Birthday filter was removed

Starting with the System version 2022.1, the filter Birthday will be automatically replaced with an advanced filter Question of application form. 

When setting up new offers, you must use the filter Question of application form.

Updated: Filter Payment Type was renamed to Payment Method

Payment methods existing in the System by default, as well as new ones that are being created, are displayed, as earlier, in the filter, only now it has the appropriate name — Payment method. Default payment methods are:

• Bank card
• Bonus points
• Cash
• Loymax bonus points
• Coupon

If necessary, you can create other payment methods, such as online payment or payment to the courier upon delivery.

A new filter Question blocks for compound questions was added

Filter Question Blocks allows you to analyze customer responses to composite questions (groups of questions). The topic of the question groups can be any and can consist of an unlimited number of questions and be mandatory or not. For example, you can create and work with question groups that collect information about children, pets, customer cars, etc.

Thus, with the help of a new filter, you can configure mechanics that will check a set of conditions: at least one of the answers from the question group fits the rules.

The filter Blocks of questions is connected using a special plugin.

Function copying rules inside the offer

For a quick offer filling the ability to copy rules was added. Copying rules allows you to speed up the creation of offers, for example, when there are several identical rules, but with different parameters. The new function is convenient to use if the conditions of the rules are similar and differ slightly: the selected product group or the specified quantitative restriction, the size of preferences, the selected target audience, etc. 

The copied rules appear in the list with the same name as the original one, but with the postfix "_Copy".

Improved navigation between sections in offers

Now, if a selected action or filter has a drop-down list, you do not need to go to a separate section to expand it. You can also add a new entry by clicking on the .

For example, when using the Bonus points deduction action in offers you can immediately create a new virtual currency.

Creating promotions for multiple Partners with the same assortment of products

You can use the filter to select Partners for whom the offer will be valid. This is convenient when you need to create an offer that operates in POSs of several Partners at once, in which the same products are sold.

For setting up an offer with a general product catalog, see special article.

Adjustments of bonus accounts for any identifier of the LP Member

The ability to perform accruals and deductions of bonus points by any customer identifier was added and not just by card number. You can use the following identifiers:

• phone number,
• email,
• card magnetic stripe,
• card barcode,
•  LP Member UID (external customer identifier),

The functionality is also available for batch operations and when uploading a file with adjustments, and not only in the MMP interface. 

Comprehensible  communication on the status system

Status System Settings window was expanded by parameter Update frequency. This is an information field that displays the date of the next change in the customer status. The parameter can be used to display the update date of the next status of the customer in the Mobile application.

Examples of displaying status systems can be found in typical mobile app layouts.

Comprehensible communication on the coupons of the LP Member

The Description tab is now available when editing Coupon generation. There you can add a custom description of the coupon and its image. The coupon description can be used to display in client services (in the Personal account and Mobile application). So the LP Member can easily understand what preferences the coupon can be exchanged for.

Sections with coupons are presented in standard layouts of Personal account and Mobile app.

The archive currency is now displayed in addition to the non-archive currency in the Customer profile when viewing detailed balance. You can select the currencies to view using a filter by currency name and a filter by currency status:

• archive,
• non-archived.

System security is enhanced with new configuration settings. The ability to configure the lifetime of the user password was added. This minimizes the risk of unauthorized access to the System:

• PasswordExpiresInDays — the configuration sets the lifetime of the user password. The user will see a pop-up message about the need to update the password during the first authorization in the System, as well as when the password lifetime has expired.
• PasswordUniquenessPeriodInMonths — the configuration sets the period within which the uniqueness of the password is checked, thus preventing its repetition.

A configuration GeneratedQrCodeLifeTime was added, which allows you to configure the lifetime of QR codes generated in the System regardless of the confirmation code. In this way, you can set a shorter validity time of the QR code, which reduces the risk of fraudulent actions with bonus cards.

The ability to set the number of characters in the temporary code contained in the QR code was added. This is necessary to exclude cases when the cash register software cannot process the value of the QR code due to restrictions on the number of characters. The number of characters in the time code is set in the System configurations by the parameter GeneratedQrCodeLength. The minimum number of characters in the time code is 4, the maximum is 20. Default value: 10.

QR codes generated before making changes to the value of the GeneratedQrCodeLength parameter are valid until their lifetime expires.

Section Audit was expended

Audit moved from the section Admin panel to the Service section. The Audit section is now divided into two blocks:

• Block History of actions;
• Block Download history.

The History of actions block consists of two subsections:

• history of customer actions — information about actions performed by Members of the Loyalty Program in the System;
• history of user actions — information about actions performed in the System by MMP users.

The display of audits can be filtered by date and type of audit. Using the button View  detailed information about the recorded event is available for viewing.

The Download History block consists of two sections:

• history of customer downloads — information about batch customer uploads;
• history of loading customer attributes — information about batch loading of customer attributes.

The display of audits can be filtered. By clicking View  detailed information about the batch operation is available.

The changes were made to accelerate access to the system audit and to reduce the time to make a decision in case of a security breach. 

Support for verified and unverified phone numbers and email

Now it is possible to display in CRM and Call center the status of customer notifiers, as well as to change the status if necessary. One of two states is displayed near the phone number and email:

• verified — the customer phone number/email is confirmed;
• not verified — the customer phone number/email has not been confirmed.

If notifier is set as mandatory, then a confirmation code will be sent to the customer when registering in the Loyalty program or changing the notifier. Sending a confirmation code allows you to:

• Protect customer accounts from hacking attempts and other fraudulent activities;
• Record information in the database only about current and active notifiers;
• Immediately upon registration, check the possibility of sending messages to the customer.

If necessary, you can send mailing lists and messages about offers for both verified and unverified notifiers. 

Support for phone number formats from different countries of the world

The section Phone number formats appeared in the Admin Panel, where a list of number formats for different countries is available. The section also allows you to create and edit your own phone number formats. Up to version 2022.1  the number formats were configured via regular expressions.

This allows you to validate phone numbers at the registration stage in the LP, when changing the phone number, etc., and allow only active phone number formats to be entered.

Creation of a general product catalog

In the Partners section, there is an opportunity to create a general product catalog. Products from the general catalog can participate in offers, which will be available for use by several Partners at once as part of the coalition Loyalty Program.

New in the section Application form constructor

New limits

General changes

Import of customers

Import of customers allows you to upload an additional customer base to the System. Import of customers allows you to upload data about customer cards, phone numbers, and email to the System. Import of customers is available in the following ways:

• by external identifier;
• by card number;
• by notifier.

After importing the data, the corresponding profiles of LP Members are created, which can be supplemented by importing attributes or batch customer registration completion.

Import of customer attributes

Import of customer attributes has moved from the section Loading client attributes to the section Customers.

Import of customer attributes allows you to upload attributes to the System related to the date of registration of the customer in the LP, acceptance of the formal offer, consent to data processing, answers to application form questions (or answers to blocks of questions) or any other attributes.

After the process of customer attributes import is completed, the attributes become available for setting up offers, forming segments (including in the Analytics module) and are displayed in the Customer profile.

Import of counter values

Importing counter values allows you to transfer information about customer counters to the customer base (purchase amounts, number of purchases per period, etc.), for example, when switching from another Loyalty Program to the Loymax system.

After the import of counter values is completed, the data about the values will be displayed in the Customer profile, and can also be used in offers.

Updated: Import of counter values is possible by any convenient customer identifier, not only by the internal customer identifier.

Updated: The ability to rate Mobile App was added

In the Mobile application, the LP Member has the opportunity to evaluate the application. In this section the LP Member can send feedback about the Mobile app. If the rating is positive, the LP Member will be redirected to the app store. If the rating is negative, the LP Member will be redirected to the Mobile app section, where he can describe the problems encountered when working with the application and leave his suggestions for its improvement.

On the application rating page, you can change the main color, logo and animation that falls out when you rate the app.

Examples of displaying the section with the evaluation of the application can be found in typical layouts of the Mobile app.