This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 31 JAN 2022 | Created initial document. |
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
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CrowdTwist Loyalty and Engagement
You can now view and manage your program's API keys from the Control Center.
This self-service tool allows you to create and manage Client, Partner, and hash-based message authentication code (HMAC) API keys.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
Access to the API Key page is controlled by the "API Key" permission.
- "N/A" prevents users from accessing the page.
- "Read" allows users to view the existing configuration.
- "Write" allows users to create new API keys.
Member Care UI for Multiple Point Expiration
You can now access Inactivity Point Expiration details in Member Care. The first in / first out expiration view will also be updated to support programs with multiple point expiration rules.
You can now view all of a member's point expiration information, including support for programs with multiple point expiration rules.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
- In CrowdTwist, go to Program > Member Care and click View for a member in the list to see all of that member's point expiration details.
Key Resources
Coupon File Upload for Auto Reward
You can now upload a comma-separated value (CSV) file for single-use coupons using the Control center.
You can add one or more files for processing, download the files you have uploaded, and also delete files if required.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Take these steps when entering or updating Coupon Code Settings:
- Create the CSV file with valid coupon codes.
- Codes can be URLs hosted on your website or a string of characters.
- Click the new Add File button.
You will see a Success or Failed message.
Add File Button and Success Message
NOTE: Files can take one to two hours to become active.
Key Resources