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 |
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04 APR 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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Activity and Reward List Widget UX Improvement
For the Activity and Reward List widgets with many activities and rewards, in addition to dragging and dropping the activity and/or reward content, you can now easily move an activity or reward to the top or bottom of the widget list by clicking on the provided arrows included on the Widget page in the Control Center.
Arrows available to move activities/rewards within a widget
For those managing Activity List and Reward List widgets with many corresponding activities and rewards, this enhancement makes it easier for you to move content within the widget.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
You must have ‘Write’ access to Widgets in the Control Center.
Code File Upload Error Notification
In addition to receiving alerts for low reward code inventory for any code reward configured on the Reward and Automatic Rewards page in the Control Center, you will be also able to configure and receive alert notifications via email if your code file upload fails. To view the specific error details, you will have to log into the Control Center and view the code files for the corresponding reward indicated in the email.
Setting alerts on the status of your loyalty program
Sample email alert
If there are any issues processing code files, you will now be able to receive an automated alert that will prompt you to log into the Control Center to investigate the error(s) further.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
You must have ‘Write’ access to Alerts in the Control Center.
Multi-Instance Control Center User Access
You can log in and manage all CrowdTwist instances you require access to under a single email address within the Control Center. When creating a user within the Control Center, you will type in the email address that requires access to the instance. A notification will appear if the email address is already associated with another Control Center instance. You can set unique permissions for each CrowdTwist instance the user has access. The user will receive an email confirming access to the new CrowdTwist instance and, the next time the user logs in, the user will be able to toggle between the different instances.
Adding an email address for a Control Center user
Toggling between Control Center instances
You can now log in once and access all CrowdTwist instances under a single login.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Today if you have access to multiple CrowdTwist instances under different email addresses and you would like to have them linked under a single account, create a new user using the preferred email address and deactivate the previous accounts.
Key Resources
Role Information
You must have ‘Write’ access to Users in the Control Center.
You can now archive disabled and inactive segments on the Segmentation page in the Control Center. If a segment is enabled and/or linked to an active campaign, the archive option will not be available. You can unarchive an archived segment. There is also an ‘archived only’ option now available in the status dropdown to view all archived segments.
Archiving a disabled segment
You can now organize the Segmentation page by archiving segments no longer needed.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Role Information
You must have ‘Write’ access to Segmentation in the Control Center.