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      2024
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        Contents

        2024

        • 16 Minutes to read
          Article summary

          📃 The detailed description of functionalities introduced by the Release notes are documented in the User Manual and Developer Documentation until the production release date. Make sure to revisit later on, or reach out to your Customer Success Manager if you have questions.

          2024-11-08

          Staging environment release: 2024-11-07

          Production environment release date: 2024-11-26

          Historical transaction import

          Antavo is introducing the Historical Transaction data import feature in the Imports module, allowing for the import of purchase transactions from before customers joined the loyalty program. This feature enriches customer profiles with historical data, providing a fuller view of customer interactions.

          Key capabilities:

          • Comprehensive historical data registration: The import supports complete transaction records in JSON format, including related events like checkout details, item purchases, partial refunds, and more. Transactions are displayed in the Management UI with a “Historical Import” tag for easy identification and can be retrieved via the Transaction and Events APIs, ensuring transparent data tracking.

          • Pre-processing validation for accuracy: The pre-processing validation ensures that only valid, error-free historical data is imported. Any invalid records are flagged and displayed in the Management UI, allowing for easy review and correction. This process prevents discrepancies and ensures consistency across historical and current data.

          • Customer attribute recalculation: Imported historical transactions trigger recalculations of transaction-related customer attributes, such as total purchase amounts and other profile data, to ensure comprehensive, accurate customer profiles.

          The historical transaction imports do not trigger workflows, ensuring accurate data handling and reporting. Refunds for historical transactions can be tracked for administrative purposes. As points are not removed when processing refunds, any necessary adjustments must be made manually.

          New icons

          In this release, the Management UI sidebar has been enhanced with new, more intuitive icons to improve navigation and make it easier to identify key features.

          2024-10-11

          Staging environment release: 2024-10-10

          Production environment release date: 2024-10-29

          Shopify integration updates

          Shopify widgets

          We’ve enhanced the Shopify integration to make it easier for businesses to showcase their loyalty programs directly within their online stores. With a set of newly available extensions, loyalty program features can be seamlessly integrated into storefronts, allowing customers to engage with rewards, challenges, and point-earning opportunities as they shop.

          A key part of this update is the introduction of 7 new loyalty widgets. These widgets allow merchants to display configured and active rewards, challenges, and other loyalty elements without any coding effort. The widgets can be easily added to the store's interface, helping businesses engage customers by providing real-time insights into their loyalty progress. Merchants can also adjust basic design settings to fit their store's branding.

          Available widgets:

          • Customer Challenges – Displays challenges that customers can complete.

          • Customer Contests – Shows contests that customers can participate in.

          • Customer Coupons – Lists customer-specific coupons.

          • Customer Details – Includes customer information such as available points, points earned, points spent, current tier status, and points needed to reach the next tier.

          • Customer Rewards – Highlights rewards available to the customer.

          • Customer Campaigns – Displays all available point-earning activities for the customer.

          • Product Points – Shows the points a customer can earn by purchasing a specific product.

          These widgets simplify the integration of dynamic loyalty content into Shopify themes, helping businesses boost customer retention and engagement.

          Enable Shopify API call setting

          A new Enable Shopify API call setting has been introduced, allowing control over whether requests are sent to the Shopify API during webhook processing. When enabled, additional product information—such as product type, tags, and collections—will be fetched from Shopify. If this information is not required, the setting can be disabled to reduce API calls.


          2024-09-13

          Staging environment release: 2024-09-12

          Production environment release date: 2024-10-01


          In this update, there are no major functionality changes. Instead, we have focused on implementing various bug fixes and background improvements to enhance overall stability and performance. Looking ahead, we are actively working on the necessary tasks and preparations for features planned for upcoming releases over the next few months.

          Stay tuned for upcoming updates and features that we look forward to sharing soon.


          2024-08-16

          Staging environment release: 2024-08-15

          Production environment release date: 2024-09-03

          mParticle integration update

          Antavo integrates with the mParticle Customer Data Platform (CDP), allowing the transfer of loyalty-driven data from Antavo to mParticle.

          This native integration is being expanded with the next release, enabling data to flow both ways. With this update, Antavo can also receive data from mParticle, creating a bi-directional data synchronization between the two systems.

          The bi-directional data synchronization allows businesses to keep their customer data up-to-date across both platforms seamlessly. This ensures that both systems have the most accurate and comprehensive customer profiles.

          This update will be available in the staging environment by 29th August.

          JSON support for imports

          Antavo’s Imports module has allowed users to import data into the Loyalty Engine, but until now, this functionality was limited to CSV file uploads. While effective, this format constrained the types of data structures that could be imported, limiting flexibility and detail in data representation.

          With this release, Antavo is introducing JSON file support within the Imports module.

          JSON file support enables the import of more complex and hierarchical data structures, specifically nested events. For example, checkout_item events can now be imported as child events within a checkout event, providing a more nuanced and accurate capture of customer interactions.

          To streamline the process, an import template is now available for download in JSON format as well.

          2024-07-19

          Staging environment release: 2024-07-18

          Production environment release date: 2024-09-03

          Bidding rewards

          Bidding rewards are exclusively claimable through the dedicated endpoint to ensure system integrity.

          To maintain consistency and accuracy in the registration of bids and the administration of the highest bidder, bidding rewards cannot be claimed via the Reward Claim API endpoint or manually through the Management UI. The dedicated endpoint streamlines the process, providing a seamless and reliable experience.

          Customer filter page

          A new customer filter page has been added to the Management UI. This tool allows you to effortlessly filter customers based on key attributes such as email, membership ID, first name, last name, country, and status.

          It is available through the Customer insights menu under the Filtering Customers tab.

          Tier structures

          Tier structure type is fixed post-activation to ensure transparency and accuracy.

          To preserve the clarity and consistency of customer progress tracking, the type of tier structure can only be modified while it is in draft mode. Once activated, the tier structure type becomes fixed. Allowing changes after activation could result in inaccurate progress tracking and inconsistencies due to the recalculations of previous tiers. By maintaining a fixed structure post-activation, we ensure reliable and transparent progress assessments.


          2024-06-21

          Staging environment release: 2024-06-20

          Production environment release date: 2024-07-09

          Shopify integration

          Antavo’s newly enhanced Shopify app is now available in the Shopify App Store.

          The app enables seamless self-service installation and synchronization of new customer registrations in the loyalty program, customer data updates, and transactions from Shopify to Antavo. Antavo processes webhooks sent from Shopify and records them as events in the customer's event history, ensuring accurate and up-to-date data synchronization. Read the updated documentation here.

          Tiers module update

          We have introduced a new option in the Tiers module for determining tier expiration dates based on the exact time of tier advancement. Previously, tier expiration was calculated solely from the date a customer entered the current tier (e.g., tier expiration occurs 1 year after entering the tier).

          This new expiration logic considers the exact time of the Tier up event within the day. This ensures that events registered after the tier up on the same day do not prematurely expire, while events registered before the tier up are excluded from the new tier calculations. This enhancement allows for more precise expiration calculations, improving the accuracy of tier management.

          API update

          The exact match filtering at the /customers Customer API endpoint now enables querying specific customer’s data. This feature can be used with the following attributes: _id, email, and membership_id.

          Example usage:

          https://api.{environment}.antavo.com/customers?&match=exact&membership_id=33492206-ba75-4487-8047-a9d78a135ce9

          This enhancement allows for more accurate and efficient retrieval of customer information.

          2024-05-24

          Staging environment release: 2024-05-23

          Production environment release date: 2024-06-11

          API update

          API endpoints providing reward-related information now return the ID of coupon pools assigned to rewards.
          The coupon_pool attribute has been added to the responses from the following endpoints:

          Entities API:

          • GET entities/rewards/reward

          • GET entities/rewards/reward/{reward_id}

          Display API:

          • GET customers/{customer_id}/activities/

          • GET customers/{customer_id}/activities/spend

          • GET customers/{customer_id}/activities/rewards

          • GET customers/{customer_id}/activities/rewards/{reward_id}

          This feature is useful for tracking which coupon pools are associated with specific rewards.

          2024-04-26

          Staging environment release: 2024-04-25

          Production environment release date: 2024-05-14

          Garmin integration

          With the previous release, Antavo has introduced its Garmin integration. With the new update, customers can disconnect their Garmin account from the loyalty program whenever they want. Whether for privacy concerns or a preference change, this new functionality empowers users with greater control over their data.

          Dashboard update

          Users can use the chart functionality of the Dashboard to display dynamic data insights on the homepage of the Management UI. With this release, not only built-in events but also custom events can now be seamlessly added to charts.
          This expanded functionality enables users to tailor their Dashboard to their exact needs.

          API update

          In the February release, the daily_login event was introduced as an API event facilitating the tracking of customer logins daily .
          Now, in the latest release, the registration of this event automatically updates the customers.last_login_at customer attribute, providing access to customers' latest login date information as a data attribute.

          2024-03-28

          Staging environment release: 2024-03-28

          Production environment release date: 2024-04-16

          Segment status management

          In the last release, the display of segment and list status was introduced. Now, status management capabilities have been added, providing users with options to activate, deactivate, and archive segments and lists.

          The status can be modified both manually within the software and, for lists, can also be adjusted through POST requests sent to the Entities API.

          Furthermore, across the configuration interfaces, only active segments can be selected in segment selectors. This enhancement prevents potential issues where the configured mechanisms might not work as expected due to selecting an inactive or archived segment.

          Garmin integration

          Antavo is introducing the Garmin, allowing fitness enthusiastic members to link their activities seamlessly and transform their workouts into rewards.

          Once the Garmin app is connected to Antavo using Garmin app credentials, customers have the option to link their loyalty account to their Garmin account. This allows their sport activities tracked or logged in their Garmin account to be accessed by Antavo.

          Through the integration, tracked activities can be used to set up workflows and challenges in Antavo, enabling points and rewards to be automatically awarded to customers.

          Coupon code generation enhancements

          • The Exclude Characters and Exclude Phrases settings are available in the Coupon pool configuration interface to prevent confusion and appearance of inappropriate words in generated coupon codes.
            Now these fields are available in both export and import functionalities. This enhancement streamlines the import process, making it more efficient by eliminating the need for additional configuration to exclude phrases or characters from generated coupon codes. Additionally, the new feature promotes transparency during the export process by detailing which phrases and characters were excluded from coupon code generation.

          • Antavo has improved the coupon pool configuration interface to instantly calculate the number of available coupons when filling out the Excluded Characters field. The displayed count now updates in real-time as users add excluded characters, ensuring accuracy throughout the process.

          Offers feature improvement

          Antavo has improved the capability of the Offers module, allowing for the creation of recurring offers that extend past midnight for nightly specials. With this enhancement, offers can stretch across days, ensuring uninterrupted benefits for customers.

          By marking the new Nightly Recurring checkbox, it is now possible to automate the extension of offers into the following day.

          2024-03-01

          Staging environment release: 2024-02-29

          Production environment release date: 2024-03-19

          • The bulk coupon code generation mechanism in the Coupons module has been extended with two new options to provide more flexibility and control to Management UI users.

            • Character limitation: The introduction of character limitation enables the exclusion of specific letters from coupon code generation. With this feature, potential confusion, such as distinguishing between 'O' and '0' characters, can be prevented.

            • Phrase limitation: The mechanism can be configured to automatically skip certain texts during coupon code generation with phrase limitation. This helps prevent inclusion of inappropriate, offensive or unintentional words or phrases.

          • The status column in the segments grid has been replaced with a label indicating whether a segment is currently active, inactive or archived. This label has also been integrated into the customer list grid.

          The introduction of status management capabilities, allowing modification of statuses, is set for the April production release.

          • Enhancements have been made to the workflow archiving process. Now, when a workflow is archived, its name is automatically updated to indicate that it has been archived.
            This allows for the reuse of the original name of the archived workflow.

          2024-02-02

          Staging environment release: 2024-02-01

          Production environment release date: 2024-02-20

          Customer list feature enhancements

          • The customer_list_customer_add and customer_list_customer_remove events have been logged when the customers are added to or removed from lists. Now the events can be sent through the Events API as well enabling the addition or removal of customers from lists through APIs.
            Events API endpoint to send the POST request to: /events
            customer_list_customer_add event:

            {
  "customer": "{{customer_id}}",
  "action": "customer_list_customer_add",
  "data": {
    "customer_list_id": "{{customer_list_id}}"
  }
}

            customer_list_customer_remove event:

            {
  "customer": "{{customer_id}}",
  "action": "customer_list_customer_remove",
  "data": {
    "customer_list_id": "{{customer_list_id}}"
  }
}

          📓

          With this improvement, the customer_list_customer_add and customer_list_customer_remove can now be registered in four different ways:

          1. Manually through list management in the Management UI

          2. Via Events API calls

          3. Through “Add to list” and “Remove from list” workflow nodes

          4. Through Bulk Customer List API calls

          • Event tracking in Antavo has improved, offering direct access to relevant customer lists from list-related event items. When accessing the Events tab under the customer profile, the ‘Customer List ID’ attribute is now replaced by the ‘Customer List’ attribute displaying the list name with a direct link to the list page. This enhancement supports accessibility by simplifying event tracking.

          • In our previous release we introduced the Bulk Customer List API, which facilitates efficient bulk operations for list management.
            Now, the Management UI's UI has been enhanced: it now offers the capability to monitor bulk operation request queues and access error details. Two new submenus have been added:

            • Bulk Operation Request Queue: This submenu is directly accessible under Customer Insights > Customer Lists. It streamlines the management of bulk customer list operations by providing details and easy access to error details.

            • Errors: If any error occurs during the request processing, the error details are listed under Errors. With this enhancement, troubleshooting is easier with the ability to filter errors using Customer ID.

          • Customer lists now can be managed through the Entities API allowing seamless management and updating processes.

            A dedicated endpoints has been created, enabling CRUD operations via the Entities API.

            Endpoints included:

            • Create: PUT - /entities/core/customer-list

            • Get: GET - /entities/core/customer-list/{entityId}

            • Update: POST - /entities/core/customer-list/{entityId}

          API functionality improvements

          • Version 2 of the activities/challenges endpoint of the Display API is being introduced with the next release.
            To optimize performace and resource utilization, the new endpoint has a paginator and supports filtering and ordering through query parameters.

            The previous version of the endpoint is still operational.

            The new Display API endpoint to send the GET request to: v2/customers/{customer_id}/activities/challenges
            Response provided:

            {
	"status": "success",
	"metadata": {
		"pagination": {
			"total": 25,
			"next": "/v2/customers/challenge_customer/activities/challenges?offset=20&limit=20",
			"previous": String
		}
	},
	"payload": [
		{
			"id": "1124",
			"status": "active",
			"title": "Complete 5 purchases!",
			"description": "Complete 5 purchase to collect 100 bonus points!",
			"image": {
				"small": "{image_url}",
				"medium": "{image_url}",
				"large": "{image_url}"
			},
			"points": 100,
			"cta_label": "Browse products",
			"url": "{cta_url}",
			"starts_at": "2024-02-01T11:04:00-05:00",
			"ends_at": "2024-02-29T11:04:00-05:00",
			"message": "Make 5 purchases!",
			"category": "{challenge_category}",
			"max_completions": 1,
			"tags": [],
			"completions": 0,
			"progress": {
				"overall": 0,
				"criteria": [
					{
						"action": checkout_accept,
						"message": "Make 5 purchases!",
						"threshold": 5,
						"current": 3,
						"is_completed": false
					}
				],
				"last_completed_at": ""
			}
		},
	]
}

          • For the users of the now deprecated JavaScript SDK, the Daily login event has been used to register customers' first authentication on the membership site per day. To make this event accessible for all Antavo clients, the daily_login event can now be registered by submitting a request through the Events API starting from the next release. This event can be employed to track customers' activity in the loyalty program membership site on a daily basis.

            Events API endpoint to send the POST request to: /events
            daily_login event:

            {
   "customer": "demo_customer_id",
   "account": "11254"
   "action": "daily_login",
}

          Import preload

          Antavo is introducing the import preload feature. By enabling the preload option imported records can now be pre-processed before they are inserted into the database. This makes it possible to speed up the import procedure of large size import files.

          The preload functionality can highlight the errors in submitted data records, so all potential issues can be overviewed without halting the data import process due to unforeseen errors.

          Feature enhancements

          • The auto_accept attribute of checkout events is used by the Checkout accept module to store the date when the transaction gets confirmed. This is when the pending period ends and points are rewarded as spendable points to customers.
            Through the submission of the Checkout update event, the auto accept date can be removed if the checkout seems suspicious, or if for any reason the transaction should not be automatically confirmed and manual intervention is preferred.
            With the new development, Workflows module can also be employed to remove the auto accept date from the transaction through the Modify event node.

          • The EXHAUSTED tag has been available under the Events and Points history pages of the Management UI for the users of the Expiring points module, which helps to track if the points earned through specific events have been spent already.
            The tag has been renamed to POINTS EXHAUSTED, and the use of the tag has been extended to transaction-related events as well.

          The Event history of a customer who earned 200 points through a transaction and used the points to claim a reward later.
          The POINTS EXHAUSTED tag indicates that no points collected for the transaction are left to be spent.

          2024-01-05

          Staging environment release: 2024-01-04

          Production environment release date: 2024-01-23

          Tiered campaign module updates

          The Tiered campaigns module was previously introduced to provide the mechanism for rewarding campaign participation based on multiple events registered during the campaign period, as a means to motivate customers to repeat certain actions.

          • The module is now being extended with the product combination option, which enables the execution of transactional campaigns, wherein customers are encouraged to purchase a diverse range of products, each meeting specified quantity criteria within the configured campaign period. Running this type of campaign contributes to an increase in the average basket value and upsell/cross-sell opportunities.

          • The new Tiered campaigns tab appears in the customer profile under Customer insights. The page assists in monitoring customers' participation in campaigns and tracking the collected points for each campaign occurrence.

          Feature enhancement

          The Quizzes module now includes the answer value in Quiz events, allowing access to complete event data. The answer value is available for export and is displayed with a 150-character limit, and can be viewed in full length via mouse hover. As a result, the actual response can now be forwarded to marketing automation or CDP for customizing communication.

          Bulk customer list update solution

          Antavo has introduced the Bulk Customer List API, enabling to perform efficient bulk operations for list management. This new API facilitates the creation, curation, and synchronization of customer lists with seamless integration into existing Customer Data Platform (CDP) or Marketing automation solutions. It streamlines the process of adding or removing customers in bulk, simplifying list management tasks. The new API endpoints are as follows:

          • Bulk Customer List API endpoint: /v1/bulk-operation/customer-list/add/{customerListId}
            Allows customers to add multiple customers to a specific list in bulk.

          • Bulk Customer List Removal API endpoint: /v1/bulk-operation/customer-list/remove/{customerListId}
            Enables customers to remove multiple customers from a specific list in bulk.

          • Bulk Operation Status API endpoint: /v1/bulk-operation/customer-list/{externalBatchId}/status
            Provides real-time status updates on bulk list management operations.

          • Bulk Operation Error Status API endpoint: /v1/bulk-operation/customer-list/{externalBatchId}/status/error
            Offers error details for bulk list management operations, aiding troubleshooting and error resolution.

          Detailed instructions on the use of the newly introduced customer list endpoints are available under the Bulk Operations API article under the Antavo Developer Documentation.

          Klippa integration updates

          Antavo’s Klippa integration is now compatible with the event confirmation process handled by the Pending events module.

          • Registering draft transactions in Antavo before Klippa converting submitted receipt to digital data does not require the Checkout accept module to be enabled. Draft transaction can now also be created if the Checkout and the Checkout item events are added to the list of events that are affected by the configured pending event mechanism.

          • To make the Klippa settings configuration page consistent, the Create receipt under review transaction setting is removed if the Pending events module is enabled, as this setting registers Checkout accept events which event is not applicable if the pending period is handled by the Pending events module.

          What's Next