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Self-serve console

Purpose of this document​

This document provides details at the business, technical, and implementation levels for specific features within the ES Loyalty feature set. It addresses a subset of functionality centered on the self-service console (SaaS).

Authentication​

SSO integrations​

SSO integrations with supported independent software vendors (ISVs) such as AD, Okta, and others.

Single sign-on (SSO) is a session and user authentication service that lets a user use one set of login credentials to access multiple applications.

SSO is implemented through integration of a third-party software platform such as Active Directory or Okta. ES Loyalty always adheres to the group assignment passed in by the SSO system at login.

User administration​

Create and manage users, roles, and groups​

Controls access to the console and to features and functionality within it.

Ability for an administrator to manage the details of individual users, the groups to which they are assigned, the permissions attached to each group through role assignments, and the permissions enabled for each role.

Multi-factor authentication (MFA)​

Standard MFA tooling delivered through ESI tooling, or through client services if SSO is enabled to use the client identity provider.

Analytics​

View, filter, and export reports​

Manage reports through different data views, by filtering the data displayed, and by exporting reports for use in other documents.

Users of reports must have the ability to filter data, save views, switch between views, and export the current view in a variety of formats.

Ghost card points transfer​

Rewards accumulated on an unregistered or ghost card must be transferable to another card.

  • Ghost card definition: Ghost or blank card - Account Management Knowledge Library - Confluence
  • Ghost account description: Ghost account

Audiences​

Create and manage audiences in a selected business unit, including searching for, filtering on, editing, enabling and disabling, and creating audiences.

Audience Builder​

Audience Builder lets the user build an audience by making selections for audience identification, then setting up the logic on which the audience is based.

This feature provides a standalone area in the console where users can build and manage member audiences using query logic.

Audience Recommender​

The Audience Recommender uses a generative AI engine to generate an audience based on a prompt entered by the user.

The Audience Recommender in ES Loyalty is a feature that allows for the creation of member audiences using natural language prompts.

Member Scoring and Intelligence​

Member Scoring and Intelligence (MSI)​

Member Scoring and Intelligence (MSI) provides an intuitive interface that empowers loyalty program managers to generate, tailor, and easily implement comprehensive member insights.

MSI transforms raw transaction data into actionable intelligence that can be used for targeted marketing strategies.

Offer management​

Create a new offer from scratch​

Lets users set up and edit offers for loyalty program members, including content, scheduling, rewards, behavior, targeting, activation and usage, and related metadata.

Ability to select a business unit, specify a name and unique identifier, set scheduling, add copy and images, specify required behavior, set reward details, set targeting, set activation and usage controls, and set related metadata.

In the console, navigate to Promotions > Offers and click +Offer.

Create a new offer by duplicating an existing one​

Lets the user reduce the time required to create an offer by duplicating an existing offer.

Ability to duplicate an offer and create a new offer with a different name but many of the same settings.

Search, sort, and filter existing offers​

Ability to search for an offer by name or offer ID, sort offers, and filter by market status, dates, and reporting identifier.

Ability to find an existing offer by searching on the name or ID, sort existing offers into pages, and filter on market status, related date and time, or reporting identifier.

In the console, navigate to Promotions > Offers.

View, edit, and preview offer details​

Ability to view existing offers, edit settings that can be edited, and preview offer details before publishing.

Ability to access existing offers on the landing page, edit the offer settings, and view a preview before publishing.

In the console, navigate to Promotions > Offers.

Enable and disable existing offers​

Ability to enable an offer for live use or disable it so that it is not currently available.

Ability to enable an offer by publishing it or to disable an offer through the expiry date.

In the console, navigate to Promotions > Offers.

Count estimator for query builder for audience targeting​

Lets the user build a query and then determine how many loyalty program members are returned by that query.

Ability to determine the count of loyalty program members to be returned by a query set up in an offer being created.

Export offer details (CSV file)​

Ability to download a CSV file containing details of offers.

Ability to download details of offers on the current page to a CSV file.

Draft and publish workflow​

Users can save an offer as Draft if the offer has not been completed or if further revisions are required before the offer is ready for use.

Offers can sometimes not be completed in a single working session, so the user must have the ability to save an offer in draft mode.

In the console, navigate to the offer landing page and click +Offer.

Create and manage banners​

Allow configuration of display banners used to communicate offers to loyalty program members.

Ability to create new banners, search for and edit existing banners, duplicate, delete, enable and disable, and export banners.

Badge management​

Create and manage badges​

Lets loyalty program members be rewarded for specified behaviors and achievements with non-currency rewards.

Ability to award a badge when a member meets some predefined required behavior, define the timeframe when a badge can be earned, display earned badges, target offers to members based on badges earned, and include badge data in reporting.

Membership tier management​

Create and manage tier programs​

Lets loyalty program members attain different benefit levels and experiences based on their level of engagement.

Ability to facilitate the creation and management of membership tiers addressing qualifying behavior types, tier thresholds, tier period, tier assessment, and tier benefits.

Program administration​

Manage expiry logic​

Allow configuration of points expiry for member accounts to occur under client-specified conditions and according to a specified period of inactivity on the account.

Ability for a client administrator to configure loyalty program member account and points balance expiry based on eligible member behavior and inactivity period.

Manage membership tiers​

The membership tiers can be defined in the console from Program Management > Member Tiers Program.

This function lets you manage internal identifiers, scheduling, qualifying behavior types, tier scheduling period, tier status period, tier configuration details, and ongoing reward identifiers.

Manage householding​

Configure member householding logic, including maximum number of members, and primary and secondary member privileges.

This function lets you manage maximum number of members, primary member privileges, secondary member privileges, and redemption logic.

Data management​

Declare activity types in console​

Data declaration for activities, including enabling and disabling, and specifying the activity name and identifier.

In the console, the user can create and enable activity types used with activity-triggered offers.

In Console online help: Data Management > Activity Types

Ad hoc redemption file upload​

Upload a file directly to the console to perform redemptions. View current and past file processing status.

The ad hoc redemption features let partners or business units issue redemptions in bulk by uploading a file. The file must be a maximum size of 10 MB.

In Console online help: Data Management > Ad Hoc Redemptions

Ad hoc reward file upload​

Upload a file directly to the console to issue bonus points. View current and past file processing status.

Ability to upload a CSV file including multiple records with sufficient details to generate ad hoc rewards for specified members. The file must be a maximum size of 10 MB.

In Console online help: Data Management > Ad Hoc Rewards

Configure ad hoc reward identifier​

Ability to set up valid identifiers for use in the ad hoc reward API and feeds.

A reward identifier is used to differentiate earns that originate from the same issuer. The reward identifier must be from an eligible, pre-existing list of Bonus IDs.

In Console online help: Data Management > Reward Identifiers

Configure ad hoc redemption identifier​

Ability to set up valid identifiers for use in the ad hoc redemption API and feeds.

A redemption identifier is used to differentiate redemptions from each other.

Extended member data​

Add, edit, select, and deselect the member attributes to be used for promotion targeting and ESP syndication.

Ability to upload a CSV file including multiple records with sufficient details to specify extended member data attributes and values. The file must be a maximum size of 10 MB.

In Console online help: Data Management > Extended Member Data File Management

Configure catalogue redemption item​

Ability to set up and manage valid catalogue redemption items, including their identifier, point value, whether they are tender or discount, what business unit or linked partner they are associated with, and localized messaging.

Similar to the redemption identifiers, there is also a need to maintain a list of catalogue items.

General​

Configure member profile​

Ability to hide profile fields in the console member profile and mark profile fields as read-only.

The configuration file includes four states that help manage specific member profile fields: mandatoryFields, nonBlankOptionalFields, hiddenFields.console, and readonlyFields.console.

GenAI console help​

Online help that provides console user assistance and is available from the Help button in the console. The help chatbot lets users enter queries and get responses from the Gen AI engine based on the documentation that has been uploaded and vectorized.

Documentation​

User documentation informs users about relevant concepts and guides them through various tasks in the console.

The documentation UX includes a table of contents along with index, glossary, and search features to make relevant information accessible.

View the documentation in the console by clicking Documentation on the top menu bar.

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