LOYALTY RELEASE 26.3.0

Brand Update: Zeta Global Rebrand Continued

Zeta Global, the AI marketing cloud, recently acquired Marigold’s enterprise software business. This acquisition brings the Marigold Enterprise products, including Cheetah Digital, Selligent, Sailthru, Grow, Loyalty, and LiveClicker, into the Zeta family, strengthening Zeta’s ability to help brands deliver more relevant, personalized customer experiences at scale.

As part of this transition, we began a phased rebranding project to align these products and the Help Center with the Zeta brand.

In January, we replaced the Marigold name and logo with the Zeta name and logo, along with visual updates.

In this second phase of visual brand transition, we’re updating the logos, brand colors, fonts, and visual styling to provide a refreshed and consistent Zeta brand experience across products and the Help Center. You will notice brighter pages and updated blue tones throughout, proudly reflecting Zeta Global.

These updates are branding-only and do not affect product functionality, data, integrations, or existing configurations. You can continue working as usual.

Also as part of this transition, the Help Center has moved to a new domain.

• The Loyalty Help Center is now available at: https://products.zetaglobal.com/loyalty/Content/LandingPage.htm

• The Help Center home is now available at: https://products.zetaglobal.com/Content/MarigoldHelpCenter.htm

Update any saved bookmarks to ensure continued access.

If you have questions, please contact your Zeta representative.

 

AI-Driven Personalized Discounts for Offer Response Imports

Not available for Loyalty Essentials

Background

Building on AI-Powered Offers that launched in September 2025, you can now import Offer Responses with machine learning-driven personalized discounts. This enhancement extends ML-optimized discount delivery to bulk import workflows, ensuring each Member receives the discount value calibrated to their behavior and predicted response through all activation methods.

Solution

The September 2025 release introduced AI-Powered Offers with support for POS APIs, Offer Response APIs, and CSR Issue Offer (directly from the platform interface). The March 2026 release adds support for importing Offer Responses, completing the multi-channel activation capability by enabling ML-driven personalization through bulk import processes.

What it looks like in Loyalty

During import, the system validates eligibility and applies the appropriate discount level based on each Member's optimal discount score or control group status. Members without eligibility scores who are not in control groups are automatically excluded, ensuring accurate targeting and clean data.

This feature provides the following key benefits:

• Complete multi-channel personalization: Extend ML-optimized discounts across all activation methods, including bulk imports, ensuring consistent personalized experiences regardless of how Offer Responses are generated.

• Maintain program economics: Deliver the right discount to the right Member based on their predicted response. By calibrating offer values to individual behavior, you avoid over-discounting Members who would engage with smaller incentives, preserving margins while still driving participation across all channels.

• Validate eligibility automatically: The system prevents imports for ineligible Members, ensuring accurate targeting and maintaining data integrity.

• Preserve existing workflows: Traditional fixed-discount offers continue to process without disruption, allowing you to adopt ML-driven offers at your own pace.

This enhancement is supported in the Advanced Import feature for both Offer Response and Offer Response with Certificate Assignment tables; it is not available in the Standard Import feature.

For more information on AI-Powered Offers, see Getting Started with AI-Powered Offers.

For more information on importing Offers, see Configure an Offer Response Import Definition or Configure an Offer Response with Certificate Code Import Definition.

 

Loyalty Offers Now Supported in Order Import

not available for Loyalty Essentials

Background

Previously, Order Import Definitions only supported external coupons. Loyalty Offers managed in the platform interface could not be attributed in the Order imported, creating incomplete transaction records and limiting your ability to leverage advanced analytics and optimization tools.

Solution

Order Import Definitions now accept transactions that include redeemed Loyalty Offers managed through the platform interface. This capability closes a critical gap for enterprise clients who need to import complete transaction histories, ensuring your data reflects the full customer journey.

What it looks like in Loyalty

With this release, you can import transactions containing Loyalty Offers using Kind = "offer". The system generates Purchase Activities that now include offer attribution for the transaction, ensuring complete visibility into Loyalty Offer redemptions.

This feature provides the following key benefits:

• Complete transaction visibility: Import the full scope of customer purchases, including Loyalty-managed offer redemptions.

• ML Margin Optimization compatibility: Imported Orders with Offer attributions work seamlessly with machine learning models, enabling sophisticated margin analysis and optimization unlocking AI-Powered Offers.

• Unified data structure: Purchase Activities now include Offer attribution for the transaction, ensuring consistent downstream processing and analytics.

• Enhanced Order UI: Redeemed Offers appear on the Coupon tab of the Order Details screen, providing clear visibility into promotion performance.

• Preserved analytics capabilities: Offer-to-purchase associations remain intact, supporting detailed performance analysis and reporting.

This enhancement maintains full backward compatibility with existing imports while expanding the scope of what you can accomplish with your loyalty data.

For more information on importing Orders, see Configure an Order Import Definition.

For more information on viewing and managing Orders, see Getting Started with Orders.

 

Updated Phone Validation Support

Available to all CLIENTS

Background

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

• Resolved an issue where Offer Response imports using pipe delimiters failed to process correctly, restoring reliable import functionality across all supported delimiter formats.

• Fixed an issue where Calculated Attributes failed to recalculate when a backdated Activity was processed. Calculated Attributes use only the latest Activity unless an environment variable is configured. If needed, request this configuration from your Zeta account team.

• Resolved an issue where the Image Mode toggle in the Reward Content Editor's Mobile List failed to function, restoring the ability to edit and upload images across all display layouts.

• Fixed an issue where an Every Activity expiration policy with month-end roundup configured incorrectly generated future-dated expiration activities.

• Fixed an issue where an Every Activity expiration policy with month-end roundup configured generated incorrect expiration on the last day of the month.

See Loyalty Upcoming Releases for the platform release schedule.

See System Maintenance for details on the next system maintenance window, per region.

The status page provides you with regular updates regarding the status of the Loyaltyplatform in the event of a major system incident in your region. In this article we’ll explain the information you will see and how to subscribe to the Loyalty notification system to receive regular updates on the platform status, which we highly recommend to all users.

See Platform Status for more details.