Loyalty & Promotions
Customer Facing Tools
Multi-Channel Communication
Connectivity
App
Data & BI

Loyalty & Promotions

Send promo codes action in External Events

The Send Promo Code action is now available in External Events, allowing promo codes to be automatically sent when an external event is submitted. This enhancement enables seamless integration with external systems, making it possible to reward members based on actions that occur outside the platform, such as third-party custom events.

Access group support on the Main Dashboard

Access group support has been added to the Main Dashboard. Users assigned to an access group will now see data displayed per individual location, rather than as an aggregated view across all assigned locations, ensuring clear separation and accurate visibility per location. HQ users will continue to see the full aggregated view across all locations, while access group users see only the data for each permitted location, shown separately.

Support From and Until dates in scheduled-action cron mode

Scheduled actions running in cron mode now support From and Until dates. This allows you to define a clear start and end window for execution, giving you more control over when scheduled actions are active and preventing them from running outside the intended timeframe.

Added a new scheduled-action identifier, RunId, generated for each run and attached to every resulting user action.

A new scheduled action identifier, RunId, has been added and is generated for each execution. The RunId is attached to every resulting user action, enabling clearer traceability, improved debugging, and more accurate analysis of actions produced by a specific scheduled run.

Error handling - Expired Promo Codes Campaigns

Promo Code Campaign error handling has been improved to provide clearer feedback when a promo code is no longer valid. When a selected promo code has expired, the system now displays a clear inline message indicating that the promo code validity dates must be updated in order for members to receive it. 

Server -Add support for Smart Action within URL shortener engagement (link in sms)

The server now supports Smart Actions within URL Shortener engagements, enabling smart action tracking and behavior handling for shortened links used in SMS messages. 

Bugs

• hub2 promocode - text is not aligned

• A user in an access group not linked to any location group can still see some locations and groups

• Wallet Ratio Settings per API key in the HUB

• Generic dates year show last list year as default

• hub1-import members - Generic wallets missing in template

• Bug can save a join item that sends an empty sms message

Customer-Facing Tools

Generic wallets balance in the Customer portal

Generic wallets balance has been added to the Customer Portal. The balance review now displays the correct balance for members using generic wallets. In addition, a new configuration option allows merchants to enable generic wallets in the Customer Portal and rename them as needed, improving flexibility and clarity for end users.

Discount Strategy Texts

The Discount Strategy texts have been updated to improve clarity. The option previously labeled as Least expensive at the start has been corrected and is now clearly presented as Least Expensive – Best for Business, alongside Most Expensive – Best for Customer, resolving the typo and making the intent of each strategy easier to understand.

 

Customer Portal - Add Greek Support

The Customer Portal now supports Greek, enabling a fully localized experience for Greek-speaking users and expanding language coverage across the customer-facing interface.

Agent - Customer Face Display

We are introducing a new addition to the Agent toolbox, the Customer Face Display (CFD). This new capability allows the POS to host the Agent on CFD devices, enabling customers to identify themselves or register directly to the loyalty program from the customer-facing screen. This enhances in-store identification flows and simplifies loyalty enrollment at the point of sale.

 

Customer Portal -Registration Context Enhancement

The Customer Portal registration flow has been enhanced to support external registration sources by capturing contextual data about where a registration originated. Registration landing pages can now accept source parameters

Bugs

• Agent- Punch Card UI

• Agent- Como One - Camera Permission Not Triggering

• Multi-Lang Registration Form Translations Not Reflecting in Customer Portal

• Disable registration form fields, such as DOB/Anniversary fields not working in the customer portal.

Multi-channel Communication

Smart SMS Reply - Add the Incoming SMS Phone Number Mention

The Business: Incoming SMS Phone Number mention has been added to Smart SMS Reply. This allows merchants using an alpha sender name to correctly reference the incoming SMS phone number, enabling Smart SMS actions and engagement flows. The feature is controlled via a dedicated feature flag under Features & Add-ons for merchant-level enablement.

👉 For more details, check out the Knowledge Article.

Connectivity

Agent Zelty: Adjust Cache-Control Headers for Zelty iPad White Screen Issue

The Zelty Agent integration now adjusts Cache-Control headers to address an issue that could cause a white screen in the Zelty iPad app after deploying a new version.

Agent Promo Code - Loyalty API to Agent

The Agent Promo Code flow now includes a new optional field, assetIdentifier, in the agent processLoyaltySession API call. This field helps partners migrating from the legacy API to the Agent API identify whether the applied asset represents a gift key or a promo code, improving compatibility and clarity during the transition.

Agent - Add 'customer' after 'processLoyaltySession' is sent 

The Agent flow has been improved to correctly attach the customer when it is sent after the initial processLoyaltySession request. Previously, if the session was first sent with a checkout status and a subsequent request included the customer property without any UI interaction, the customer was not associated with the rest of the flow. This fix ensures the customer is now properly attached and maintained throughout the entire loyalty session lifecycle.

Advanced Budget API 

The Advanced Budget API now supports all wallet types, extending coverage beyond points and credit. This enhancement allows budgets to be applied and managed consistently across all wallet configurations, providing greater flexibility and broader use case support.
 

App

Android Version: 3.0.37 - (minimum Android version supported - 7)

iOS Version: 3.0.37 - (minimum iOS version supported - 14)

Phoenix Version: 3.1.15

Bug Fixes

• Member not logged in to the web view

• Survey Form issue - Unable to scroll the page

• Updated the tabBarLabel color logic to match the icon color behavior, ensuring consistent coloring for both text and icons based on tab navigation style and focus state.

• Fix the webview user login for Restolabs ordering page

Features

• Support back button \ Gesture in the native app navigation

• Update the Merge flow to support the new form opened via the app

• Upgraded the React native version to 0.77.3

• Upgraded Core libraries like react native screens, Firebase, recaptcha and other required libraries

• Support 16kb pages for Android

• Fix the issue where the background image on the home screen was missing

Data & BI

Promo code analysis | Promo Codes campaigns

Promo Codes have been enhanced to improve clarity, consistency, and actionability. For generated promo codes, a new Sent column has been added, and the column order is now Issued, Sent, Used. Imported promo codes now have full parity with generated promo codes, ensuring a consistent structure and comparable insights across both types. In addition, a new Related Activities section has been added, allowing users to easily view and navigate to associated campaigns or rules directly from the promo code analysis screen.