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ES Loyalty Boost 2.8.1 release notes

note

These release notes cover features introduced or enhanced since ES Loyalty Boost 2.8.

What's in this release​

New features​

Boost Reports (External)​

Boost Reports provide client-facing metrics from Boost campaigns, giving end users visibility into KPIs related to campaign performance. The reporting is delivered through a Campaign dashboard with three views.

Campaign Summary​

The Campaign Summary is the dashboard landing page. It provides KPI summary metrics including:

  • Incremental spend (global test versus global control)
  • Incremental margin
  • ROI
  • Cost of points
  • Offers distributed, accepted, and completed
  • Members targeted, accepted, and completed
  • Members with no spend

A Category Selection section on the same page provides breakdowns by:

  • Optimization Objective (Affinity, Penetration, or Stretch)
  • Offer Types
  • Slot Offer Templates
  • Vendor Funded offers
  • Slot Numbers
  • Offer Templates
  • Offer Audiences

Campaign Details​

The Campaign Details page is accessible from the Campaign Details button at the top of the page, or by selecting Offer Template in the Category Selection section.

This page provides a granular view of campaign performance, including:

  • A re-iteration of the main KPIs
  • A Top Offer Templates section for detailed analysis of template and campaign structure performance
  • Filtering and metric selection controls for tailored views
  • A Dimension Deep Dive section that allows selection of up to five dimensions to drill down into specific results across a range of metrics

Campaign Comparison​

The Campaign Comparison page allows two campaigns to be compared side by side. Metrics are color-coded to make comparisons easier. Campaigns can be compared at the top-level KPI view, or users can drill down into comparative campaign structures in the Campaign Configuration section.

Enhancements​

Frequency Offer Measurement Data Setup​

A frequency offer requires a member to complete one or more actions or purchases — typically at least two — for the offer to be fulfilled.

Example: A member receives offer FUELS160G10000, which rewards 10,000 points for fuel purchases totaling over $160 across at least four transactions and more than 100 litres of fuel.

ES Loyalty Boost now supports frequency offers. Additional fields have been added to the ES Loyalty Boost measurement table to evaluate this offer type and to support a new dedicated dashboard in the Boost dashboard suite. These fields track progress toward and completion of frequency offers, and include the following aggregates from contributing transactions:

  • Total spend
  • Margin
  • Units

See also:

Global Control Enhancement (Default Offer)​

Previous versions of Loyalty Boost supported only a single treatment type for the global control group and the offer-level control group. Global control group members received randomly assigned offers. At the offer level, a replacement non-competing offer was provided when an offer was selected as a control offer. This logic was hardcoded, with no flexibility to treat control members differently per client.

This enhancement makes the treatment for both the global control group and the offer-level control group configurable per client. Configuration is set at the account level rather than the campaign level, and is managed by Exchange Solutions rather than the client directly.

Global control group — supported modes:

ModeBehavior
NO_OFFERNo offer is generated for global control group members
STATIC_OFFERAll global control group members receive the same offers from a defined static list
RANDOMMembers receive randomly assigned offers (previous default behavior)

Offer-level control group — supported modes:

ModeBehavior
NO_OFFERNo offer is generated. The normal control offer used for measurement is still created but is not visible to the member.
REPLACEMENTA replacement non-competing offer is provided when an offer is selected as a control offer

See also: