Loyalty Version 25.9 Release Notes

All features and fixes are automatically available to all customers upon upgrade to version 25.9.0 unless otherwise stated.

Features and Capabilities

 

Offers

AI-Powered Offers

Machine learning delivers targeted personalization that optimizes margins while driving incremental sales

We're introducing AI-Powered Offers that transform discount strategy through intelligent personalization. This feature leverages machine learning to predict the optimal discount level for each member, enabling you to drive purchases without excessive discounting while improving campaign performance and protecting margins.

What's New

Predictive Offer Optimization

Machine learning analyzes purchase behavior and signals to predict personalized discount levels for each member. The system automatically determines whether a member responds best to low, medium, high, or maximum discounts, eliminating guesswork from your discount strategy.

Operational Efficiency

Configure a single offer that automatically delivers personalized discount levels to all eligible members. The system handles segmentation and targeting automatically, reducing campaign setup time while increasing precision.

Targeted Personalization and Control Groups

Members receive their optimal discount level based on AI-predicted scores, while control groups enable performance measurement. The system automatically matches discount levels to member propensity, ensuring the right offer reaches the right member.

Seamless Integration

AI-powered offers work across all touchpoints — POS systems, mobile apps, web, email, and SMS. Dynamic content variables automatically display personalized discount values, ensuring consistent member experiences across all channels.

Key Capabilities

  • ML Score Configuration: Define discount levels across Low, Medium, High, Max, and Control Group categories

  • Automatic Member Matching: System assigns optimal discounts based on member ML scores without manual segmentation

  • Dynamic Content Variables: Personalized discount values display automatically across all communication channels

  • Activity Tracking: ML score levels and discount values are captured in offer and purchase activities for associated tracking

  • Multi-Channel Support: Consistent personalized experience across POS, API, CSR, and member screens

Business Value

This feature addresses the challenge of balancing customer engagement with margin protection. Marketing teams can optimize both redemption rates and profitability by delivering the right discount to each member. The automated approach removes manual segmentation work while improving campaign effectiveness.

Control group testing validates performance improvements while protecting against over-discounting high-value segments.

Note: This feature is not available in Loyalty Essentials.

Batch Offer Assignment

Streamline offer distribution with file-based targeting capabilities

We're introducing a new Issue Offers feature that simplifies the experience of distributing offers in bulk to loyalty members. This eliminates manual export and import processes while providing a simplified bulk assignment workflow in the Offer Management interface.

What's New

File-Based Batch Distribution

Issue offers directly to members via uploaded member lists through a new tab within your existing Offer Management interface. The system automatically generates offer responses for targeted members.

Real-Time Processing Controls

Monitor distribution progress with live status updates and maintain control with stop-processing capabilities. The system provides immediate rollback functionality and continues processing when individual responses encounter errors.

Key Capabilities

  • File Upload Validation: Upload CSV files with member identifier validation

  • Status Selection: Choose between Pending (immediate redemption) or Clipped (auto-activation) response statuses

  • Processing History: Access complete audit trails with user identification and timestamps

  • Certificate Integration: Automatically assign certificates when enabled

Business Value

Marketing teams can focus on strategy and targeting rather than manual processing, while comprehensive audit capabilities ensure full visibility.

Offer Qualifying Rules: Minimum 'Purchase' Options

Maintain consistent promotional ROI across all store locations with refined minimum purchase calculations

We're introducing an enhanced Offer Qualifying Rules configuration that addresses promotional consistency challenges across stores with varying regional pricing. This feature provides control over how minimum subtotal requirements are calculated, ensuring consistent offer performance regardless of location-specific pricing differences.

What's New

Minimum Purchase Calculation Control

Configure whether discounted items are included in minimum subtotal calculations through a new option "Excluding coupon discount?" This setting appears when you define minimum subtotal requirements.

Consistent Promotional Returns

Eliminate the advantage that higher-priced stores previously received from discounted items counting toward minimum purchase requirements. Ensures "Free item with minimum purchase" offers maintain intended promotional returns across all locations.

Universal POS Integration

Works seamlessly across all POS integrations including POS, Sparkfly, and OLO platforms. Supports Item and Subtotal Discount coupons that use the Free discount type.

How It Works

When enabled, the system excludes discounts applied to qualifying items from minimum subtotal calculations. For a "Free Nachos w/ $3 Purchase" offer:

  • Traditional: Nachos ($2.99) + Taco ($2.00) = $4.99 minimum met

  • Enhanced: Only Taco ($2.00) counts, requiring additional items to reach $3.00

Key Capabilities

  • Flexible Configuration: Toggle between traditional and enhanced calculations per offer

  • Backward Compatibility: Existing offers continue unchanged with option defaulting to current behavior

  • Multi-Platform Support: Consistent functionality across all integrated POS systems

Business Value

This enhancement ensures promotional fairness across locations with different pricing structures while protecting offer ROI. Marketing teams can maintain consistent offer economics and enable more accurate campaign forecasting across diverse store portfolios.

New Analytics Export Message and Schedule Configuration Options

Personalize Report Email Subject Line and Body and Manage Recipients

We're introducing Export Message Customization for reports, enabling you to add personalized subject lines and message content when exporting data. This enhancement provides the same messaging flexibility directly within your Loyalty platform workflow. In this release you’ll also be able to modify export schedule recipients to allow changes after the schedule is initially configured.

What's New

Custom Message Fields

Add personalized subject lines and message body content when exporting reports. The enhanced export interface now includes dedicated fields for message subject and message body, providing comprehensive messaging capabilities.

Improved Schedule Management

Change report recipients as needed to avoid the need to delete and recreate a scheduled report when recipients change..

Key Capabilities

  • Message Subject Customization: Define specific subject lines for each export

  • Message Body Content: Add detailed context, instructions, or explanations

  • Report Recipient Management: Change report recipients as needed without needing to recreate the schedule.

Business Value

This enhancement extends the ability to personalize and add context to the report email via customized subject lines and message body, and allows streamlined management of report schedules to modify recipients as needed.

Program Settings

LOC SMS Receipt Member Balance Control

Customize member balance visibility with flexible receipt configuration

We're introducing LOC SMS Receipt Balance Control, enabling you to configure member balance visibility on LOC SMS receipts. This enhancement provides operational flexibility for programs that require customized receipt formatting.

What's New

Program-Level Balance Control

The program setting allows you to enable or disable member balance display through "LOC SMS Hide member balance from receipt." Toggle members balance visibility to address specific operational requirements while maintaining clean, focused receipt formatting.

Flexible Receipt Options

Generate streamlined LOC SMS receipts without balance information when needed, while preserving full functionality for programs that display balance details.

Key Capabilities

  • Simple Configuration: Toggle balance visibility through program-level controls

  • Default Behavior: Maintains current functionality with balance display as default

  • Operational Control: Address specific requirements for customized receipt formatting

Business Value

This enhancement ensures LOC SMS receipts align with your program's communication policies while maintaining member engagement through relevant transaction information. The configuration flexibility addresses operational requirements for customized receipt formatting.

Note: This feature is not available in Loyalty Essentials.

Platform Updates

Updated Phone Validation Support

We’ve updated the phone validation module in this release to align with recent changes in acceptable international phone formats with the intent to deliver more accurate and comprehensive global phone validation behavior.

Resolved Issues

Bug Fixes

  • Fixed an issue where Offer Response w/ Certificate Assignment Import was not assigning Certificates as expected.

  • Fixed an issue where expiration generated duplicate expires for programs with multiple expiring metrics.

  • Fixed an issue where expiration generated duplicate expires due to incorrect processing of earn activities with negative values under certain scenarios.

  • Fixed Cross-Site Scripting vulnerabilities in Offer, Gift Card, and Tier Scheme interfaces.

  • Fixed an issue where Total Population count on the Segment detail page did not match the actual segment member count.

  • Fixed an issue where the Badge tab on the Member CSR screen couldn’t be selected if the Recipient tab was selected first.