New features/enhancements

I. Supplementary Program Details on Member Care

II. Time Zone in Interactions Tab

III. Support for Customer Status in Connect+

IV. Support for Subscription Status in Connect+

V. Support for More Transaction Date Formats

VI. Redeem Coupon Template in Connect+


I. Supplementary Program Details on Member Care

In Member Care, Customer Single View (CSV) page, You can view the list of supplementary or external programs associated with a customer. You can see basic details such as program name, associated identifier, membership ID, current tier, status, and so on. There is also View more option that helps in viewing more details like program type, membership duration, and last updated date of membership/activity.


Note: It does not show the details of programs with which the customer is no longer associated.

 

  

With this release, you can see the activity logs of the customer with respect to the program by expanding the Activity History - when the customer joined the program, when the membership is upgraded, when the membership is renewed, and so on. 

 

II. Time Zone in Interactions Tab

Problem Statement

Until now, on the Customer Single View (CSV) page of Member Care, timestamp of interactions (in the Interactions tab) was in the cluster time zone. For example, if you are looking at the SMS Interactions of a customer of an organization in India cluster, the timestamp was in Indian time zone. If the organization is in the Singapore cluster, the timestamp was in the Singapore time zone and so on. 

 

 

This was leading to problems in cases where the Member Care users were in one time zone but the organization was set up in another. 

For example, let us take a case where an organization is based out of Singapore and the customer support team, which uses Member Care, is also in the same location. However, the organization was set up on the India cluster for some reason. In such a case, the Interactions will be in India time zone. 

This was leading to problems for the support team as they had to convert the timestamp to their time zone (from India time zone) every time they had to diagnose a problem associated with an interaction.

Solution

To fix this problem, we have now changed the time zone of interactions to the time zone configured for the organization. Any interaction that is sent via our gateway/systems will be shown in the organization time zone. 

 

III. Support for Customer Status in Connect+

You can now assign Customer Status to any customer via Connect+ using v2 customer add or Fleet Customers (parent child hierarchy) templates. The prerequisite is to have Customer Status enabled and labels created as per the directions mentioned here (internal).

 

 

Once Customer Status has been enabled and status labels are setup, you can assign Customer Status by mapping the right headers in the CSV file to statusLabel and statusLabelReason fields as shown in the screenshot above (under customer tab in Transform-data section). 

For example, let us assume that you want to register a customer with an external ID (as primary identifier) 2NRJ272. The details of the customer are shown below (part of CSV file that needs to be ingested using Connect+):

Now, if you want to set this customer’s status label as active-customer (set against Active status while setting up the labels) while registering itself, you can map the highlighted headers below to Customer Status fields in the v2 Customer add or Fleet Customers (parent child hierarchy) templates.


 

The mapping on Connect+ would look like this:

Please note that it is not mandatory to set Customer Status while registering a customer. In case you want to update status, you can do so by mapping the right header in the CSV file against  the statusLabel field. statusLabelReason field is optional.


IV. Support for Subscription Status in Connect+

You can now assign channel-wise subscription status to a customer via Connect+ using Customer v2 add or Fleet Customers (parent child hierarchy) templates. 

 

In the Transform-data > commChannels section of the dataflow (based on the aforementioned templates), the subscription fields can be found by channel as highlighted in the screenshot above. Details on what each of these fields mean can be found in API documentation here

 Now, let us assume that you want to register a customer with mobile (as primary identifier) +16500202202 along with mobilePush and email subscription preferences, which were given by the customer while registering. In such a case, part of CSV file for Connect+ ingestion would look as follows:

 

 

Here, the fields highlighted in yellow and green map to mobilePush and email subscription fields in Transform-data -> commChannels tab. The corresponding header mapping for mobilePush is given below:

 

 

You need to set up similar mapping for email channel as well.


V. Support for More Transaction Date Formats

In Transaction v2 add, Transaction Lineitem Merge and Transaction v2 add with filter templates, we have added support for new date formats. The complete list of date formats supported is provided below:

SNO

Date Format

Sample

1

yyyy-MM-dd HH:mm:ss

2022-02-03 19:00:00

2

dd-MM-yyyy HH:mm:ss

03-02-2022 19:00:00

3

dd/MM/yyyy HH:mm:ss

03/02/2022 19:00:00

4

yyyy-MM-dd HH:mm:ss Z

2017-05-11 15:46:48 Z

5

yyyy-MM-dd HH:mm:ssXXX

2022-02-03 12:08:56.235-07:00

6

dd-MMM-yy HH:mm:ss

03-Feb-22 19:00:00

7

M/D/YY HH:mm:ss

2/3/22 19:00:00

8

D/M/YY HH:mm:ss

3/2/22 19:00:00

9

MM/DD/YY HH:mm:ss

02/03/22 19:00:00

 

Depending on the format of the transaction date field in the CSV file, you can select the corresponding mapping in the Transform-data section of a dataflow as shown below:

 

VI. Redeem Coupon Template in Connect+

We have added a new template named Coupon Redeem based on the v2 Redeem Coupons API on Connect+. This is very useful in cases where brands need to redeem active coupons of loyalty customers in bulk. To understand the API fields that appear in the template for mapping, please refer to the API documentation here. More details of each tab under the Transform-data section is provided in the following

1. Transaction

Here, the transaction against which the coupon needs to be redeemed is mapped. Both transactionNumber and billAmount fields are mandatory as indicated by * under Field Type header in the screengrab above.

 


2. Coupon

Here, the code of the coupon that is to be redeemed is mandatory. redemptionTime, which refers to the date and time when the coupon has to be redeemed in YYYY-MM-DD HH:MM:SS format. This is optional though.


3. Filter and Attribution

These tabs are the same ones you find in any other template. If you want to filter specific rows of the CSV file that is to be ingested, you can use the Filter tab. The attribution tab is to map the store against which the coupons are to be redeemed.


4. Customer

Here, the identifier of the customer is mapped. You need to pass at least one identifier.