When you first open Planner, you land in your workspace, where you can begin designing or refining loyalty programs in a structured, visual environment. Your workspace is prepared for you, there’s no technical setup required. You can immediately create …

The Uniform customer profile module enables the registration of profile information during member registration by consolidating customer fields and opt_in event attributes. Customer attributes can be incorporated in two ways: Added as a new event attribute of the profile …

The Changelog page in the Promotion Engine provides a transparent overview of all changes made to promotions . It allows users to track modifications, activations, and status updates, helping marketing and technical teams understand when and by whom promotions were changed …

The Changes tab provides information about system usage. This section can highlight unexpected changes or trends in the Management UI. Any modifications made by authorized admin users are automatically tracked and added as an entry to the list. The entry …

A plan represents a single loyalty concept you want to define. It acts as the workspace where you define the rules, structure, and components of your loyalty program. Plans help you move from scattered ideas or external documentation into one …

Manage and define new customer fields within the Customers tab of the Settings menu . The data stored in these listed fields can be used in your loyalty program mechanisms as filters and can also be synchronized with external systems. Fields …

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: Last name of the customer, overwritten from Facebook. facebook_profile_link : URL of the Facebook page of the customer. Club point statistics Only available if the Clubs module is enabled, and the customer is a member of a club …

The Segment editor enhances personalization and enables more accurate targeting of loyalty program offers. Segments of loyalty members are created based on available customer data in the loyalty program, such as age, gender, average basket value, or rewards redeemed. Segments …

Salesforce Service Cloud enables customer service agents to work faster and more productively across customer service channels such as phone, email, web chat, and social media. This helps make customer service frictionless, helps businesses improve customer satisfaction scores, and reduces …

There are many events in Antavo: some are customer-driven, while others are system processes. This article aims to define which events triggered active members of the loyalty scheme and will be used in statistical analyses. 📓 It’s important …

Under the API Key Manager tab, you can find a dedicated page within the Promotion module designed to help you easily manage API keys for accessing the Promotion Engine API endpoints. This page lets you: Generate new API keys for …

name values. If needed, click the Accounts label at the top left corner to remove the search filter and display all accounts again. Edit an existing account Navigate to the Multi-accounts page Click the Edit button of the …

Some of Antavo’s features rely on cron jobs to execute automated tasks in the background at set intervals. These tasks can include updating charts on the Dashboard or initiating date-triggered workflows. When you access the Jobs page in …

Customer lists share similarities with customer segments, but with one distinct difference: you can have the flexibility to manually add customers of your choice to the list, without setting predefined rules that automatically add customers. You can add or remove …

The Customer mapping module allows batch-update of various customer attributes based on predefined grouping sets. Once mapping rules are configured, batches of customers are automatically assigned to the selected attribute. This streamlines the organization of customers into distinct compartments …

What is the Promotion Calculator? The Promotion Calculator is a dedicated page within the Promotion Engine that allows you to safely and quickly test which configured promotions apply to a specific cart setup . It enables you to verify your promotion …

Bookenda Task Action Parameters Description Auto- generated Key Value bookenda process d (date) Date in 'Y-m-d' format. If no date is specified, the job returns the bookings for the current day. Retrieves bookings for a specific date and …

The Multi-language module enables you to translate all the copies related to loyalty program functionalities, allowing you to display them on the membership site according to customers' language preferences. Please contact the Antavo Service Desk if you need to …