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ES Loyalty 4.7.1 Release Notes

info

These release notes cover features introduced or completed since ES Loyalty 4.7.0.

What's in this release​

Infrastructure upgrades​

Console Renewal​

This release includes an internal infrastructure upgrade to ES Loyalty. It delivers foundation API work and a rewrite of the User Management module of the Console. This is an interim release of a more extensive set of API and Console work that will be completed in a future release.

What it does

  • Rebuilds the Console using Next.js, enabling improved performance, faster load times, and better reliability.
  • Implements sign-in and identity management using AWS Amplify and Amazon Cognito, providing secure access control and session management.
  • Introduces a new CI pipeline powered by Jenkins that builds the app, generates deployment artifacts, and stores them in a centralized repository — ensuring consistent releases across environments.
  • Redesigns the homepage and navigation to align with current brand standards, with improved layout consistency and usability using modern component design.
  • Requires authentication for all backend API requests, improving data protection and system security.

How you benefit

  • Marketers experience a faster, more reliable platform with improved performance and smoother navigation.
  • All users get secure sign-in and protected access to features, ensuring safer interactions and stronger data protection.
  • The redesigned interface and more stable releases provide a cleaner, easier-to-use product with fewer disruptions.
note

This is a foundational release. The full benefits of the Console Renewal effort — including improved maintainability, deep linking support, and further functional enhancements — will be described in full in a future release.

Internal quality improvements​

Automated Regression Stability​

Automated test cases let the product development team focus on designing and building new features instead of manually testing existing ones.

What it does

  • Automates previously manual test scenarios, including checks for gameplay rewards, audience-based promotions, redeemable balances, and daily caps.
  • Introduces a new smoke test pipeline that validates core functionality during testing using Amazon Web Services build services.
  • Ensures all test suites run reliably in a newly configured QA automation environment.

How you benefit

  • Marketers experience a more reliable product, as broader automated testing reduces bugs and prevents regressions in key features like rewards, promotions, and balances.
  • Rewards, promotions, and daily usage limits work as expected across scenarios and user segments.

New features and enhancements​

Synchronize Aggregations to Salesforce Marketing Cloud​

Marketers can now perform richer segmentation and create more personalized campaigns using members' aggregated purchase data — without waiting for manual data updates in Salesforce Marketing Cloud.

What it does

Member aggregated data — such as monthly points earned and yearly spend amount — is synchronized from ES Loyalty to Salesforce Marketing Cloud in near real time, using the Exchange Solutions Aggregations framework.

How you benefit

As a marketer, you can create targeted campaigns based on loyalty members' spending patterns across multiple time granularities (for example, monthly and yearly) with up-to-date data always available in Salesforce Marketing Cloud.

Key details

  • Member Aggregations are automatically synchronized to Salesforce Marketing Cloud when the feature is enabled.
  • Supports multiple configured time granularities.
  • To enable this feature, contact your Account Manager.

Synchronize Issuance/Vouchers to Salesforce Marketing Cloud​

Marketers can now notify members about vouchers they've earned or that are nearing expiry — helping drive store visits, manage liabilities, and increase average cart spending.

What it does

Voucher data — including vouchers earned or redeemed by members — is syndicated to Salesforce Marketing Cloud whenever voucher data is updated through the issuance feed.

How you benefit

As a marketer, you can create campaigns to notify members about available vouchers, or design campaigns that use loss aversion messaging to motivate members to redeem before expiry.

Key details

  • Voucher data is automatically synchronized to Salesforce Marketing Cloud when the feature is enabled.
  • Campaigns can be triggered by voucher issuance events to prompt members to visit the store and redeem.
  • To enable this feature, contact your Account Manager.

Gamification Integration (CataBoom)​

Gamification is a proven way to increase member engagement, motivate desired behaviors, and drive repeat visits. By combining gameplay with loyalty rewards, marketers can turn everyday actions — such as purchases or redemptions — into rewarding moments that deepen emotional connection to the brand.

What it does

This integration connects ES Loyalty with CataBoom, allowing marketers to reward members with interactive game plays when members complete qualifying behaviors. When a member plays a game and wins, bonus points are automatically credited to their loyalty account in real time.

Supported game types include:

  • Spin the Wheel
  • Scratch Off
  • Slots
  • Quick Play

How you benefit

  • Create more engaging promotions by rewarding game play.
  • Increase participation and excitement around offers using chance-based mechanics.
  • Drive higher engagement, average order value, and repeat behavior.
  • Track the full journey — from award of game play to point earning — within ES Loyalty.

Key details

  • Game plays can be delivered to members via triggered emails or surfaced within a web or mobile app, enabling a seamless end-to-end experience from offer fulfillment to reward issuance.
  • Configuration is required to establish the handshake between CataBoom and Exchange Solutions.
  • Game mechanics and creative must be configured in CataBoom.
  • A game representation must be created within ES Loyalty.

Household Tier Logic Changes​

This enhancement gives marketers greater control over tier program outcomes through manual overrides, reducing escalations and manual adjustments by Exchange Solutions personnel. It is particularly beneficial in B2B use cases.

What it does

The household tier logic has been updated to better account for manual tier status and contribution overrides when members join or leave a household, and when the household rolls over to a new tier period.

Detailed behavior

When a member joins a household:

  1. Household contribution is recalculated as the sum of the existing household contribution and the joining member's individual contribution.
  2. Tier status is first evaluated based on this contribution calculation.
  3. Any overridden status on either the joining individual or the household is then applied if it exceeds the contribution-derived status.

When a member departs a household:

  • Departing member:
    • Is evaluated using their individual contribution and status, including previous overrides.
    • Does not retain any contribution or status overrides that were applied to the household.
  • Remaining household members:
    • Household contribution is reassessed by deducting the departing member's individual contribution.
    • The household retains any manually overridden household status — including a status directly assigned to the household, or a status the household inherited when an individual member joined and triggered a household-level override.
    • If the manually assigned status exceeds the contribution-derived status, it is applied.

When a household is formed or disbanded:

  • On formation: Individual eligible contributions are summed. If manual overrides to status are present, they are applied if higher than the contribution-derived status.
  • On disbandment (when the primary member departs): All members revert to their individual status and contributions and do not retain any overrides that were applied to the household.

Tier Benefit Period Calculation & Synchronization​

Tier-based targeting and lifecycle communications depend on a complete and current view of tier status per benefit period. Without this continuity, accounts with no activity can be incorrectly targeted for tier emails and benefits, because the tier data synchronized via Snowflake may not reflect the latest benefit period.

What it does

A Snowflake Stored Procedure executes after the initial benefit period run to enforce tier continuity for all applicable active accounts, based on the current benefit period configuration of the tier. For accounts with no qualifying transactions or sessions in the new benefit period, the procedure inserts a new tier record for the period and applies tier rollover rules as defined by the program configuration. The resulting tier-period attributes are then available for downstream consumption through the batch integration layer.

How you benefit

As a marketer, you can reliably target and personalize tier-based communications in Optimove using the latest benefit period tier data — including for members who have not been active during the period.

Updates​

DWH Feed Update​

The following data warehouse feed updates are included in this release:

  1. Transaction Tender Feed — Confirmed as a valid supported feed and deployed to Winterfell UAT. Now added to the Snowflake data share.
  2. Paused DWH feeds — Paused feeds in the bienplus share were identified, confirmed as expected to run, and successfully re-enabled.
  3. PaymentCardPrefix validation — Confirmed that 6 characters is correct (not 9). No documentation changes are required.