Cloud Readiness / Oracle CrowdTwist
What's New
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  1. May 2021 Update
  1. Revision History
  2. Overview
  3. Feature Summary
    1. Activities
        1. Point Gift Auto-Reward Tagging
    2. Control Center
        1. Control Center Program Configuration Overview
        2. Localized Activity and Reward History Widgets
        3. Real-Time Loyalty Engine
        4. SAML Configuration Tool
    3. Developer Updates
        1. API Updates - Partner Management
        2. Reward API Extra Data Support

May 2021 Update

Revision History

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 MAY 2021     Created initial document.

Overview

This guide outlines the information you need to know about new or improved functionality in this update.

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Feature Summary

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
(Feature Delivered Enabled)

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
(Feature Delivered Disabled)

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.

Feature

Report

UI or
Process-Based:
Small Scale

UI or
Process-Based:
Larger Scale*

Activities

Point Gift Auto-Reward Tagging

Control Center

Control Center Program Configuration Overview

Localized Activity and Reward History Widgets

Real-Time Loyalty Engine

SAML Configuration Tool

Developer Updates

API Updates - Partner Management

Reward API Extra Data Support

Activities

Point Gift Auto-Reward Tagging

Program managers are now able to add activity tags to the activity awarded for point gift campaigns.

This allows program managers to better organize their programs and reports.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Control Center

Control Center Program Configuration Overview

The Control Center home page now includes an overview of the current program's configuration. Control Center users can easily view the instance environment, program URL, program ID, and API endpoints.

Common program configuration details are now easily accessible on the Control Center home page.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Localized Activity and Reward History Widgets

Dates in the CrowdTwist Activity History and Reward History widgets are now be displayed in the member's local time.

Members will now see dates in these widgets formatted to their local time.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Real-Time Loyalty Engine

Using our real-time loyalty engine, you can now customize your loyalty program experience based on a member's profile.

Loyalty programs can provide members with custom Activities and Rewards based on where and when the member registers from in real-time as soon as a member registers for the program.

Steps to Enable

This feature is part of our Controlled Availability program. Please contact your account representative for more information.

Key Resources

Role Information

To create real-time segment, the following permissions are required for Control Center users:

  • Write permissions for Segmentation 
  • Read permissions (or greater) for Limits

SAML Configuration Tool

Control Center users can now view and manage their program's SAML configuration.

This allows users to log in using a third-party identity provider.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

Role Information

The CMS User permission is required for this feature.

Developer Updates

API Updates - Partner Management

The following API endpoints will now be accessible with partner keys:

  • User Activity Credit
  • User Redemption

This allows the partner key to be used to award points to members on a real-time basis for partner associated activities. Previously, only batch activity credit API was available. Reward redemption can also be done by partner key for partner associated rewards.

Steps to Enable

You don't need to do anything to enable this feature.

Reward API Extra Data Support

The reward create and update API endpoints will support the extra_data field, allowing you to save additional details when managing rewards via the API.

Reward extra data provides reporting and integration flexibility.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources