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 list. Schedule a job to retry failed callout requests The FailedCalloutsRetryScheduler job must run more frequently than once per day. Since the Salesforce Schedule Apex UI only supports Monthly, Weekly, or Daily intervals, this job must be scheduled using …

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 …

offer will be added to the API response even if the customer is not eligible based on segment restriction. Set the inventory size The number of offers available to be assigned per customer or globally. For example, if you want …

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 …

A trigger is the basic condition for the workflow to begin. Each workflow can have only one trigger. ⚠️ Please note that some triggers and their configuration options become available after the necessary module is turned on in your loyalty …

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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 …

use for segmentation in Ometria. The integration now also supports additional Antavo customer data , including tier information, expiring points, and multi-account balances (such as earned, spent, pending, reserved, and expired points per account). These fields can be selected …

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 …

Customer Import is one of the import models available in the Imports module and is designed for creating and updating customer records in Antavo in a controlled, self-service manner. It is primarily intended for large-scale customer data migrations …

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 …