Release History
Version 4.4
Product & Unit-Based Tiers
Why this is valuable:
Whether you’re driving unit sales or promoting specific products, ES Loyalty now lets you build your loyalty tiers around additional meaningful behaviours—helping you reward the right actions and create more relevant customer journeys.
What this feature does:
Now you can set tier requirements based on units purchased (like fuel litres or product count), and track program progress.
How you benefit:
With product & unit-based tier enhancements, your team can easily configure and visualize tier qualification rules based on customer behaviours. That means smarter targeting, more personalized rewards, and stronger alignment with your business goals.
Insights Pulse
Why this is valuable:
Loyalty program performance can change quickly—Insights Pulse ensures you’re the first to know. It saves you time, surfaces what matters, and keeps your team focused on what drives results.
What this feature does:
Insights Pulse uses AI to monitor your loyalty data, detect trends and anomalies, and deliver real-time summaries and visual snapshots directly to your inbox or device. It makes sense of your data—before you even ask.
How you benefit:
Stay ahead of loyalty performance changes without manual analysis. Get smart alerts, instant summaries, and clear visuals so you can act faster, spot opportunities, and resolve issues before they escalate.
Search & Filtering API Enhancements
Why this is valuable:
Quickly find the member or transaction data you need, right when you need it. These enhancements streamline support, improve visibility, and give your teams better control over loyalty data.
What this feature does:
This feature enables advanced search and filtering for member and transaction data—by business name, loyalty ID, transaction type, date ranges, and more—both in the Console and via API.
How you benefit:
Gain faster insights, resolve issues more efficiently, and make smarter decisions with easier access to the specific loyalty and transaction data that matters to your business.
Redemption Fulfillment – Statement Credit & Direct Deposit
Why this is valuable:
With Redemption Fulfillment via Statement Credit and Direct Deposit, your loyalty program becomes more impactful by letting members redeem points as real dollars—whether as a statement credit or a direct deposit to their account. This drives greater engagement and repeat business, especially in B2B environments.
What this feature does:
This feature enables your loyalty program to offer point redemptions as statement credits or direct deposits. Exchange Solutions generates secure, configurable files that integrate with your existing payment processors to fulfill redemptions as cash or cash equivalents.
How you benefit:
Your members enjoy flexible redemption options—like statement credits or direct deposits—without added operational burden. With seamless file generation and compatibility with leading payout partners like Blackhawk Network, you deliver a modern, valuable experience that keeps members loyal.
Version 4.3
SMS Marketing
Why this is valuable:
SMS marketing offers high engagement rates, enabling real-time, personalized communication with loyalty members while ensuring compliance with regulations.
What this feature does:
Allows businesses to capture, update, and manage phone numbers for both registered and unregistered members, supports SMS opt-in/opt-out across multiple channels, enables offer targeting based on subscription status, and provides audit trails and reporting for compliance, through integration with Salesforce Marketing Cloud.
How you benefit:
Boost customer engagement and enable new engagement strategies through targeted SMS campaigns. Enhance loyalty interactions and drive higher conversions while maintaining full compliance with legal and operational requirements.
Loyalty Metrics via API
Why this is valuable:
Providing members with real-time insights into their loyalty activity via digital endpoints enables additional strategies to strengthen engagement, encourage repeat participation, and increase program retention — as well as improving member experience.
What this feature does:
This feature enables the display of key loyalty metrics automatically aggregated by ES Loyalty through the Customer Experience API, providing real-time insights at the individual member level.
How you benefit:
Enhance member experience and engagement by showcasing progress, rewarding activity, and leveraging program-specific loyalty metrics to drive deeper interaction and long-term loyalty.
Optimove CDP Integration
Why this is valuable:
Enables seamless synchronization of loyalty data with Optimove’s Customer Data Platform (CDP) and Email Service Provider (ESP) capabilities, enhancing customer segmentation, personalized marketing, and automated loyalty communications.
What this feature does:
Facilitates real-time and batch data sharing between ES Loyalty and Optimove, allowing loyalty account updates, offer tracking, targeted promotions, and transactional email triggers through Snowflake data sharing and APIs.
How you benefit:
Improve member experience and engagement by showcasing progress and rewarding activity, and leveraging loyalty metrics custom to your program to increase member interaction and long-term loyalty.
Referrals Programs
Why this is valuable:
Encourages organic member acquisition and engagement by rewarding both referrers and referees, while also providing deeper insights into referral performance through enhanced reporting and data tracking.
What this feature does:
Enables a configurable referral system that validates codes, tracks referral-based registrations, and allows purchases to qualify for rewards based on spend, units, or category—with flexible data integration and reporting capabilities.
How you benefit:
Reduce customer acquisition costs, incent high-value members to drive program growth, and gain clear insights into referral performance for optimized marketing strategies.
Version 4.2
Prompts and Receipt Messages Enhancements
Why this is valuable:
Delivering seamless, personalized customer experiences across multiple languages and checkout locations enhances engagement, increases conversion rates, and can improve membership penetration rates
What this feature does:
Enables businesses to customize and localize POS prompts and receipt messages in multiple languages, ensuring the right message reaches the right audience
How you benefit:
Improve customer satisfaction and engagement by ensuring transaction messages are clear, relevant, and personalized to language preferences, reducing friction, enhancing the loyalty experience, and improving business metrics
GenAI: Enhanced Product Hierarchy Targeting
Why this is valuable:
Enhanced product-level targeting refines audience recommendations, improving personalization and precision to drive higher engagement and conversion rates
What this feature does:
This feature expands the Audience Recommender’s capabilities by adding three new product hierarchy levels—Department, Family/Group, and Vendor—alongside existing Category, Subcategory, and Brand
How you benefit:
With increased flexibility in audience segmentation, marketers can deliver more relevant product recommendations, ensuring better targeting accuracy and stronger campaign performance
GenAI: Offer Engagement Insights for Targeting
Why this is valuable:
Leveraging real-time customer engagement data enhances offer personalization, refining audience targeting and maximizing offer effectiveness
What this feature does:
Allows marketers to segment members based on past offer acceptance, completion, time-based activity, and multiple engagement conditions to create highly relevant and strategic promotions
How you benefit:
By tailoring offers based on actual engagement behavior, marketers can boost member participation, encourage repeat purchases, and create a continuous cycle of loyalty and revenue growth
Version 4.1
Modularized Marketing Integrations Platform & standardized Marketo Connector
Why this is valuable:
Out-of-the-box integration with Marketo eliminates the need for custom development, enhancing both the quality and scope of integrations
What this feature does:
It standardizes marketing technology integration by providing native Marketo connectivity
How you benefit:
Modular design accelerates implementation, enhances business agility, and ensures reliable comprehensive use of marketing technology features within ES Loyalty integrations
Gen AI: Console Help
Why this is valuable:
The AI-powered assistance tool streamlines user efficiency by delivering instant, accurate responses, allowing for quick comprehension and navigation of the ES Loyalty platform without relying on extensive documentation
What this feature does:
Powered by a Generative AI engine, the tool not only provides real-time answers to user queries based on existing documentation but also generates ideas and compares features to enhance understanding and optimize usage directly within the Console
How you benefit:
The tool boosts productivity by delivering faster and more intuitive information retrieval while also generating ideas on usage and feature comparisons to help users fully leverage the ES Loyalty platform
Audience Export
Why this is valuable:
Efficient access to audience data is crucial for the effective management and optimization of marketing initiatives
What this feature does:
The Audience Export feature enables the seamless export and download of a comprehensive list of members from any active audience, providing all essential details in just a few simple steps
How you benefit:
This functionality facilitates the swift collection and integration of audience data between existing systems, streamlining marketing processes, saving time, and enhancing overall business agility
Version 3.6
Modularized Marketing Integrations Platform & standardized Marketo Connector
Why this is valuable:
Out-of-the-box integration with Marketo eliminates the need for custom development, enhancing both the quality and scope of integrations
What this feature does:
It standardizes marketing technology integration by providing native Marketo connectivity
How you benefit:
Modular design accelerates implementation, enhances business agility, and ensures reliable comprehensive use of marketing technology features within ES Loyalty integrations
Account Closure
Why this is valuable:
Automating account closures eliminates manual processes, significantly saving time and effort while ensuring compliance and data security
What this feature does:
This feature automates account closures using balance zeroing, data cleansing and anonymization, all managed directly within the console
How you benefit:
This enhances operational efficiency and customer satisfaction by protecting member privacy and simplifying account management
Configure Member Profile in Console
Why this is valuable:
Marketers require precise control over member profile data fields within the console to optimize service operations
What this feature does:
This feature allows marketers to customize member profiles by hiding, mandating, or making fields read-only, thereby ensuring data accuracy and compliance
How you benefit:
Customizing the user interface according to program (B2B/B2C) and industry specifications enhances customer experience and usability, ultimately improving service within the program
Audience Builder
Why this is valuable:
Loyalty marketers struggle with manual and inflexible audience segmentation processes that hinder timely and effective customer engagement
What this feature does:
It allows marketers to define, manage and reuse member audiences using detailed query logic, facilitating streamlined offer setup and improved audience targeting
How you benefit:
This enhances program outcomes by streamlining audience creation and targeting, accelerating experimentation, improving personalization, and better covering the membership base
Version 3.5
Non-points Rewards
Why this is valuable:
Marketers require diverse promotional strategies to influence consumer behavior across all loyalty program phases
What this feature does:
This feature offers instant rewards such as $ off items, $ off cart, % off items, and % off cart at the POS level
How you benefit:
These rewards expand promotional possibilities for various products and goals while effectively attracting new loyalty members
Enhancements: Get Member Profile API and External Transaction ID
Why this is valuable:
Detailed member information and transaction data are crucial for members and consumer support teams to enhance the loyalty program’s effectiveness
What this feature does:
These features provide deeper insights into consumer profiles, including member-specific details and marketer transaction identifiers
How you benefit:
This results in enhanced program personalization and more efficient consumer support, ultimately leading to increased member loyalty and consumer experience
Anonymous Shopper Prompt
Why this is valuable:
Encouraging consistent loyalty card usage with each purchase is crucial for maintaining active participation in loyalty programs
What this feature does:
At the point of sale, consumers encounter a prompt displaying potential rewards that enhances the checkout experience and encourages loyalty card scanning
How you benefit:
This boosts loyalty sales by engaging members and ensuring consistent recognition and rewards for their purchases
End of Period Tier Reward and Scheduled Redemptions
Why this is valuable:
Loyalty marketers require unique reward systems to differentiate themselves from competitors and enhance program value
What this feature does:
These features enable flexible loyalty programs, allowing members to receive rewards at specific intervals and redeem them periodically such as converting points into gift cards
How you benefit:
Marketers gain greater versatility in setting up and managing loyalty program rewards, enabling them to create a distinct value proposition
Version 3.4
Precision Analytics
Upgraded Loyalty Performance Dashboard:
The latest enhancement to our Loyalty Performance dashboard allows retail brands to more closely monitor the performance of their loyalty program. New views focus on day-to-day loyalty program management with actionable insights that help boost member satisfaction and program success.
Standardized Vendor Billing Dashboard:
This new, streamlined dashboard simplifies vendor-funded offer performance, budgeting, and invoice management. It gives retail brands a way to visualize key vendor offer contributions and performance over time, enabling more efficient offer planning and vendor relationship management.
Audience Targeting – Birth Month, Partner Last Link/Unlink Date:
Retail brands can now tap into personal milestones like birthdays and significant partnership interactions, offering more personalized promotions, enhancing member engagement, and fortifying members’ connection with the brand.
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Elevated Member Experiences
Advanced Offer Gallery Configuration:
With our enhanced offer gallery, retail brands can experience the pinnacle of user-friendly customization. Tailor labels and date formats specifically to your needs. Whether it’s the Offer tab, Rewards Dashboard, or Vouchers Tool, easily modify in real-time to ensure members enjoy a seamless and optimized experience when viewing offers.
Multi-Behavior Offers:
Retail brands can broaden their promotional strategy by crafting versatile rewards based on various purchase actions, whether it’s members purchasing different products together or meeting spending thresholds you set for them.
Post-Purchase Earn in Member Application:
Prevent your members from missing valuable rewards! Empower members to claim their earnings post-purchase when needed, accessible through program websites or mobile apps.
Last Activity Date Expiry Exemption:
Enhance your loyalty program with a partner-linked benefit by preventing point expiration from inactivity, thereby solidifying member loyalty.
Enhanced Loyalty Program Value
Partner Linking Enhancements:
Expand earning opportunities through account linking with partner programs / cards, streamlining single-swipe bonuses, and offering members a complete view of their loyalty journey. At the program level, this broadens the member pool effectively.
Ad Hoc Rewards/Redemptions:
Enable variable-amount rewards for any reason, facilitating both real-time bonuses and bulk rewards. This versatility serves as a tool for testing and refining promotional strategies, ensuring that your members have every opportunity to maximize their rewards.
Fractional Base Multiplier Offers:
Customize your loyalty points right down to the decimal. Whether it’s offering a 20% extra bonus or another fractional amount, the choice is yours. This precision enhances consumer retention and distinguishes your program from competitors.
Multiple Base Earn:
Diversify your member earning experience. With this feature, members can simultaneously benefit from product purchases or unit-based transactions, ensuring every engagement contributes to their loyalty journey.
Fraud Plus:
Secure your loyalty program against fraudulent activities with Fraud Plus. Identify potential fraud in real-time to ensure member account safety caps, blocks, and logging, guaranteeing a trustworthy and secure program.
Seamless Product Integrations
Data Migration and Synchronization:
Efficiently and swiftly migrate member data and synchronize transaction details when you transition to our loyalty platform, ensuring accurate account management and consumer experience continuity.
Snowflake Data Sharing Integration:
Our integration with Snowflake enables rapid data sharing with our loyalty platform without hefty ETL or technical builds. Data sharing eliminates data duplication, boosts productivity, and enhances security by giving retail brands complete control over their data within Snowflake.
File Management in Console:
Retail brands can easily upload Extended Member Data (EMD) in CSV format, paving the way for immediate audience targeting. With controlled permissions, data integration is not only swift but also secure.
Multi-source EMD Enhancements:
Harness the full potential of Extended Member Data by accepting inputs from multiple sources, enabling enhanced targeting, support, and reporting capabilities.