Article Topics 📚:Â
What is it?
Communication Tools and Mentions
Different Types of Mentions in the System
Examples of Internal Use Cases
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What is it?
Mentions are a useful feature in the system that allow you to personalize communication with members by dynamically inserting their details into campaign messages. They are available across multiple communication tools, including Email and SMS, and provide flexibility to also enrich Push and In-App messages. By using mentions, each message can include real-time member information such as purchase data, loyalty progress, or profile details. This ensures consistent, relevant, and customized experiences across all channels.
Communication Tools and Mentions
| Tool | Examples | Mentions / Other Features |
| SMS | Promote a new item, offer a special deal, or invite members to stop by the store | Member Details |
| Push | Notify members of new gifts or punches, or thank them after their purchase | Member Details |
| In-App Message | Provide extra info or flow navigation for users | Member Details |
| Send a welcome to the program, new items/promotions, monthly newsletter or payment confirmation |
Member Details Purchase Points Transaction Share Budget Join Club |
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Different Types of Mentions in the System:
Member Details
- Anniversary
- Birthday
Como Member ID
Credit Balance
Email
Eexpiration Date
First Name
GenericDate1
 GenericInteger1
GenericString4
Lasr Name
License Number
Mamber ID
Member Update Link Url
Point Balance
X points until next giftÂ
Preferred language
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Purchase
Date and Time
Employee
Location ID
Timestamp
Total Spend
Points Transaction
Accumulated Credits
Accumulated Points
Share Budget
Amount
Link
Recipient
Sender
Wallets
Join Club
Date and Time
Timestamp
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Examples of Internal Use Cases
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1. Mentions in CommunicationsÂ
  Direct Email Setup & Template Creation:
You can now configure the feature directly and create an email template using the new Mention functionality. This allows for faster setup and streamlined communication without needing additional steps.
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👉 For more details, check out the Knowledge Article.
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2. Campaign Center
You can now use the Campaign Center to quickly launch campaigns and interact with your customers. Combine campaigns with One-Time Actions, Rules, and Deals to create personalized experiences and drive stronger engagement.
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3. Merge Flow in Customer Portal
When the system detects that a member already exists with the same identifier during an updateMember request, it now captures this as an event. A new trigger is available: Member Already Exists, with the condition: Conflicting Identifier.
(Conflicting Identifier = when two profiles use the same email or phone number.)
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Create a new HUB rule
- Select the trigger Member Already Exists.
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- Select the trigger Member Already Exists.
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Define Rule Cases
- Handle different identifiers separately (for example, phone number vs. email).
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Add the Conflicting Identifier condition.
For email conflicts, set up an SMS action.
For phone number conflicts, set up an email action.
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Exclude Customer Portal Source
Add an additional condition: Source Name is not CustomerPortal.
This ensures conflicts triggered directly from the Customer Portal are ignored, since those cases are already handled natively within the Merge Flow.
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Prompt Members to Merge Profiles
- Automatically notify members when a conflict is detected.
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Include the mention MemberUpdateLinkUrl in each communication (SMS and Email).
This will send members a secure update form where they can review and update their details.
👉 For more details, check out the Knowledge Article.
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4. Sending Promo Codes in One-Time Campaigns
You can now send promo codes directly to members (or newsletter subscribers) as part of a One-Time Campaign in the Hub (SMS or Email).
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👉 For more details, check out the Knowledge Article.
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