Last month saw the release of key features and functionalities. Check below for the highlights of last month Update Feed.
🗓 November 2020
Drag and Drop Effects
In case the order of effects is important in your rule, you can now easily drag and drop effects within a rule. This changes the order in which they are evaluated. For example, if you have a campaign triggering both a discount and loyalty points, perhaps you only want the loyalty points to be calculated based on the discounted session total. Now, you can simply drag and drop the effects into the correct order.
Loyalty Budget Limit
You can now set Campaign Budgets for loyalty point effects. This limit can be applied to the number of points you give individual users, the frequency with which a user can redeem points in a campaign and the number of points which can be redeemed in a campaign overall. For more information visit our Campaign Budget page.
Selligent Marketing Cloud Integration
We have integrated Talon.One with Selligent Marketing Cloud. You can now create coupon codes through Selligent's platform and these coupons will show up in your Talon.One campaign. For more information visit our Selligent Marketing Cloud integration page.
Simplified Referral Campaigns
We have simplified the way that referral campaigns are set up. You no longer need the effect "Redeem Referral" condition to be present in your campaign for it to work. For more information visit our Setting Up a Referral Campaign page.
🗓 October 2020
"Change a Cart Item Attribute's Value" Effect
A new effect can be used on Talon.One's Rule Builder: Change a Cart Item Attribute’s Value. This is useful for promotions in which, for example, you may want to offer an item upgrade to a buyer when using a coupon or accessing your website from a specific location.
Loyalty Program CSV Export
You can now export the Loyalty Balance for each customer within a Loyalty Program into a CSV file via the “Export Loyalty Balance” button on the program’s settings page, as shown below. This report includes a breakdown of the current, pending, expired and spent loyalty points by each customer profile.
Cascading Discounts allow campaign discount calculations to factor in discounts given on the same session by other campaigns. This means if you have two campaigns running and the first campaign applies a $10 discount on a $100 session total, the second campaign can calculate the discount based on the newly discounted session total of $90 in the same session update.
With this option enabled, cart contents will be itemised, so that multiples of any item in the cart will be evaluated individually. Per-item discounts will then apply to each instance of the item. We strongly recommend you turn this feature on if you are interested in creating product bundles or rules which pick multiple items from the cart, for example discounting the two most expensive items.
A campaign group is a mechanism that allows you to organize your campaigns into collections independent of the application they are part of. You can use groups to organize campaigns into multiple logical sets based on their type, use case, or the team that will be managing them. If your integration requires a specific application set-up that is not a 1 to 1 mapping with who is actually managing which campaigns and why, then campaign groups allow you to structure your campaigns in a more logical way.
Loyalty Points Start Date
In your Talon.One campaign manager, you now have the option to set a start date for loyalty points. You can set the default date in the loyalty program settings. Also while adding the loyalty points effect in the Rule Builder, you can simply override the default value of the program.
When awarding loyalty points manually in the customer details page, you now have the option to mention the start date and validity as well. And lastly, we have updated our API response, we now return the points grouped by pending, valid, and expired.
When creating coupons, you can now specify a discount budget for each coupon. Use this instead of a redemption limit to set up "gift card" use cases where the coupon is a voucher with credit. See this article for more information.
API Dry Runs
Our new dry run feature allows you to preview what response you would get if this action occurred. This could be used for showing what your discounts would be if you added an item to the shopping cart, or even if you add a coupon. Dry runs are not stored in the database, this means they will not increase usage limits and they will not affect your campaign analytics.
Who can coordinate looking into this on your end?
Documentation here: https://developers.talon.one/Integration-API/dry-requests
In the Rule Builder, you now have the option to round the formula or any part of it when entering in any number field.
Sessions tab in UI
You can now search for"customer sessions" by customer profile id, coupon code, and much more on the application level in your Campaign Manager. Additionally, when looking at a coupon in the coupon finder, there will be a link at the bottom that takes you straight to all sessions where this coupon was used.
In the Campaign Manager, you can now enable notifications on a per-application basis. You can activate this feature to receive an e-mail notification whenever campaigns get disabled, expire, get created. This new feature offers a granular setting so each user can decide which types of notifications they want to receive.
Check Coupon Validity Without Redeeming
We added a new condition that allows you to check if a coupon code is valid without redeeming the coupon upon closing the session. You can use this condition to trigger a notification in a secondary rule whenever a condition of your "happy path" rule is not met.
When creating a new attribute in your Talon.One account, you can now specify which applications this attribute should be available. This allows you to e.g. hide coupon attributes that should only be used in 1 application in your other applications. Learn more about this new feature here.
In the Application Settings, you can now define mandatory attributes, which are then required when creating coupons or campaigns. If an attribute is set as mandatory, a campaign will remain in the draft state and can not be activated until the attribute has received value. This does not impact already running campaigns.
Limit Discount Effects Per Campaign
You can now control the total amount of times a setDiscount or setDiscountPerItem is triggered. This enables you to limit campaigns on how often a discount triggers, rather than on the total monetary amount of the discounts.
Copy Rules Within a Campaign
Sometimes, you may be working with similar and complex rules within a campaign (for example, if two similar products have different discounts). To make this even easier, we've now added a Copy button within the Rule Builder to quickly duplicate a Rule for editing and use.
🗓 September 2019
Set Campaign Budgets by Custom Identifier
You can now set a Campaign Budget using a Custom Identifier (like a device ID) that you send within a customer session. You will first need to configure this identifier in each customer session. Read more about configuring identifiers in our Developer documentation.
To support this new Custom Identifier budget, we also changed the UI of Campaign Budgets. Now, you can more easily select the Limit of your Budget (Campaigns, Profiles, or Custom Identifier) and the Scope (Coupon Redemptions, Discounts Given, or Coupon Creations).
🗓 August 2019
This new Loyalty feature (available when you create a Loyalty program) enables you to associate loyalty points with a specific restaurant, store, or other concepts in your backend. For example, for food delivery services with many restaurants, you can track loyalty points earned at each restaurant and trigger effects based on the earned points at that specific restaurant. Please contact Talon.One support and we will be glad to help you configure this!
New endpoints allow you to reserve coupons for specific customers, and show those reserved coupons in your customer-facing app. This enables customers to 'save' codes they encounter in your marketing campaigns, and store them for future use. Read more in our dev docs here.
🗓 July 2019
Send Coupons Through Braze
We released a new endpoint to send coupon codes and other information through Braze campaigns. Within a Braze Canvas, you can add coupon codes in automation through email, in-app push, SMS, and more. Please review our documentation here and email support at Talon.One for configuration help.
We launched an experimental new feature that allows you to bundle items with a common identifier and an attribute with distinct values. This makes it easier to set up campaigns (for example: two different item types from the same product line).
🗓 June 2019
Use Geolocation and Geofences in Campaign Rules
You can now create geofences to use in your Campaigns in Talon.One! Create tailored promotional campaigns for a specific region or push a notification when a customer is near your store. Once you are sending location info using the Integration API, a member of your development must configure the built-in "Current Location" attribute (developer documentation here).
To learn more about setting up geofencing in a Rule, read more in our Help Center.
🗓 May 2019
Import Coupon Codes
Now you can import a .csv of external coupon codes into a Talon.One campaign directly in the UI. Simply navigate to the Coupon tab on any Campaign and select the new dropdown arrow next to the blue Coupon button. From there, you can choose to import or export coupons.
When you choose import, you can download a template .csv file to fill with your coupon data, then upload it as in the screenshot below. You can also import codes using the management API, read more here.
Exact Search in Coupon Finder
When you have many codes in your application, now you can perform an exact search for a specific code in the Coupon Finder. Learn more about the Coupon Finder.
Anonymous User Tracking
We have implemented anonymous user tracking in your Talon.One account. We are now using Hotjar to better understand our users (you!) behaviour in the Campaign Manager to help us further improve Talon.One.
You will see a small notification at the bottom of your account, you can choose to accept the tracking by clicking "got it" or click on the privacy settings to opt-out. Privacy settings can also be managed on your user profile page.
New Global Cart Item Filters (Campaigns)
Now you can create “global” Cart Item Filters in your rules. This will make creating cart filters for rules and building campaigns much easier. This means when you create a cart filter, now you can use it across multiple rules (instead of new cart filters for every rule).
Note that your old filters will still work the same and be visible in the rule, but any new Cart Filter will be visible on top of the rule. If you have existing cart filters in your rule, next to the old filters you will see "legacy" (you can still edit the old filters as needed).
New Customers Page (Applications)
🗓 April 2019
New and Improved Settings Page
We have made some lovely visual improvements to the design of the campaign Settings page. The functionality is exactly the same, but now you can navigate the different options and define campaign settings in a much nicer way.
You can learn more about campaign Settings here.
New Time and Date Capabilities
Now you have even more flexibility when using dates and times when building rules for your promotions. For example, now you can easily exclude a list of holidays by creating a time attribute with different dates added as suggestions. This means you can add fewer conditions in rules and work with dates more dynamically.
Read how you can set this up here.
Copy Button Within Campaigns (Campaigns)
Now you can copy campaigns from within a campaign on the Campaign Dashboard. The functionality of the copy feature is still the same, but now you can copy a campaign from two places: the Campaigns page of your application and the Dashboard of your campaign. This will make it easier and fast when your teams are working with campaigns and want to make a copy.
Read more about the copy feature here.
Archive/Delete Campaign Button (Campaigns)
Now you can choose to archive or delete campaigns from the Campaign Dashboard. Before you could only choose to archive or delete a campaign on the Settings page of a campaign.
You can learn more about managing campaign here.
Referral Code Expiry Dates (Referrals)
Set the expiry date for a referral codes that are generated as an effect in campaigns. When using the Create Referral Code effect in your campaign rules, select "Additional Properties" and you can define a start and end date for the validity of your referral code. Read more about creating a Referral Program here.
For more ideas on different types of Referral use cases that you can achieve using Talon.One, check out this article.
To prevent malicious activity, we made some security improvements to how we handle cookies in the campaign manager. Because of this, we had to log everyone out of the campaign manager after our last 2 releases. We are sorry if this caused any inconvenience.
🗓 March 2019
Set Budgets For Coupon Creation Effect (Coupons)
Now you can limit the creation of coupons per user profile in campaigns that use the Create Coupon Effect.
If you want to automatically trigger the creation of a coupon after a customer interaction such as an account registration, newsletter signup or a specific product purchase (to name a few examples), you can use the "create coupon code" effect in your campaign rules.
To set the budget, go to an existing campaign, open the Settings page and click on Budget. From the drop-down select "Coupon Creation Effect" then add the limit amount and set the scope to profile. Read more about Budgets here.
Improved Password Security
To increase the security of your Talon.One account, we are now enforcing additional password complexity. We recommend changing your password regularly as a security precaution. No action is required, but if you wish to update your current password, simply click "forgot password" and we will send you an email to reset your password.
Passwords must be at least 8 characters long and contain a number, an uppercase and a lowercase character. We also strongly recommend using uncommon words or phrases in your password.
More Granular User Permissions (Roles)
Now you can customize permissions per application for your users. When creating roles, select "custom" from the access level drop-down menu. From there you can grant access to specific areas of an application like the rule builder or coupons/referrals depending on your requirements.
This is helpful if you want to setup more restricted approval workflows for your team. Read how to create roles in your Talon.One account here.
Improved Campaign Copy Feature (FKA Duplicate)
We have improved the usability and design of our beloved Duplicate Campaign feature, now it is more accurately named "Copy". The copy feature still appears on the campaign dashboard, but now you can click on the icon instead of the (almost invisible) three dots.
When you copy your campaign, now you can also edit the name directly in the pop-up, instead of having to open the campaign again. Use the copy feature to save time when building campaigns with complex rules or to move approved campaigns into other applications.
Read how to copy a campaign here.
New "Is NOT one of" Operator (Conditions)
Now you can easily exclude several items in a single condition by using the operator "is not one of". Similar to the "is one of" operator (but opposite), you can type in several inputs on the right side of the expression to build this type of condition. If you are using attribute suggestions you can also select multiple items from your drop-down or simply type free text.
Read more about the flexibility available in Rule Builder conditions here.
Assign/Edit Customer Integration ID to Coupons
It is now possible to assign coupons to specific customers when you edit a coupon code. When you select a code to edit, you have the option to add or remove a Customer Integration ID. Note that not all codes will have a Customer Integration ID assigned to it, this depends on your campaign configuration.
Once a code is assigned to an ID, this code can only be redeemed by a customer with that Integration ID (also known as profile ID).
🗓 February 2019
New and Improved User Permissions
Roles in Talon.One help you define different user permissions and specify what actions or features your users can access. Creating roles is optional, but it provides a safe way to manage your users and their access to your promotions.
For example, you can create a role called "Customer Support" that grants users permission to only view campaigns in a single application (or applications).
The user permissions you have set for existing users still apply, but you should create follow the steps to create roles and add users to your new roles. From now on, all new users must be assigned either to a role or granted admin rights.
Application-wide Coupon Finder
Finally! Now you can easily search for any coupon code across all campaigns in your application using the new Coupon Finder. The Coupon Finder is located next to the Campaigns tab in your application.
You can type the code (or a few characters) into the search field and click search. The results will return a list of matching codes or show the exact code and clicking on the code will provide an overview of the code's important information.
On the results page, you can directly edit codes, check the redemptions, expiry date and view the campaign rules. This search function does not work for referral codes (this feature is coming soon!).
If you have a very large number of codes in your database, you will be asked to enter more characters in the search field (as it will return too many possibilities).
New Operator "is one of"
We have introduced a new operator for conditions using attributes of type string or number. Now you can select "is one of" from the operator menu and select multiple inputs or attributes on the right side of the condition.
To build this type of condition, you can type free text (then press enter and start typing a new input), or you can add an attribute from the palette or select from your predefined list of attribute suggestions.
🗓 January 2019
Customer Session Export
Now you can Export Customer Session data from your Application. Click the cloud icon on the right side of your Campaigns page in your application to export either the Triggered Effects and Customer Sessions that occurred in the scope of your application.
You can filter customer session data by state (e.g., Closed, Open, Cancelled) and by specified date ranges. Click Export Data to download the CSV file with your data and use it for reporting and analysis.
🗓 December 2018
New Time Condition Operators
We introduced two new operators for Conditions with attributes of type time in the Rule Builder. Now you can use "Is Not" and "Is Not Between" certain dates or time periods. This can be used for any time attribute that you have setup with your integration.
For example, if you want to build a condition with the attribute "Current time" you can select the operator "Is Not" then define the day, time or even use another attribute you wish to exclude. This greatly improves usability if you want to exclude holidays specific days of the week from your promotions.
You can read more about Conditions here.
New data points have been added to your Campaign Insights. To give you better visibility of your campaign results, now you can track Accepted/Created Referrals and the Free Item effect in the "Campaign Performance" table.
These data points will be visualized in the table where you normally see Coupons, Discount Costs and Campaign Basket Value. Note that the data points will only appear if these effects are configured in your campaign rules. Learn more about Campaign Insights here.
New Cart Item Filter
There is a new filter step labelled "Select Nth Item" now available in the Cart Filter feature in the Rule Builder. Choose this option if you want to pick a single item from a list in a certain position from a customer's cart.
This is useful if you want to add a free item of the same product type to a cart. This filter step also allows you to use the item's attributes in both Conditions and Effects. Note that we have also changed the order of the filter steps and put the most commonly used options at the top of the list.
If you are not familiar with using Cart Filters in the Rule Builder yet, you will want to read:
Coupon Batch Editing
If you want to make changes to multiple coupon codes, you use the Edit Coupon Batch feature. Select a single code from the batch you wish to edit, and click the Edit Coupon Batch button that appears.
The changes you make will be applied to ALL codes with this Batch ID. If you wish to make changes to a single code after you edit a batch, simply select the single code and click Edit Coupon.
Read more about Coupon Batch Editing.
🗓 November 2018
New Coupon Editing
Now you can edit coupons directly in the Campaign Manager. If you made a mistake or need to modify a code, you can extend the expiration date, update redemption limits or edit attribute values. You no longer have to delete codes.
Note that you cannot edit the code itself for security reasons. Read more about creating and editing coupons.
Deleting Customer Profiles
Did you know Customer Profiles can be deleted from your Talon.One account using the Integration API? If you store this type of data in your account, note that your customers have the right to request the deletion of this personal data under the GDPR.
To delete a Customer Profile from Talon.One you must use the API endpoint provided as we do not allow this functionality in the Campaign Manager UI.
You can read more about deleting customer profiles or if you are responsible for implementing this endpoint, please read the Developer Documentation. If you have any questions about sending or deleting data in Talon.One please contact us.
Deprecating Account-Wide Search Endpoint
Please note that we will be deprecating and transitioning away from the following endpoint:
Our Management API exposes an account-wide search for customer profiles endpoint under the given URI.
We are introducing a new endpoint which will behave as expected and will serve the same purpose under a new URI and with a correct implementation of pagination parameters. This endpoint was incorrectly implemented and placed when it was first introduced.
Starting December 1, 2018, the old endpoint and our API will no longer support requests to this URI. If you don't use this endpoint of the API, please disregard this update.
If you use this endpoint to query Customer Profiles stored in Talon.One, we are asking to update the destination URL of the requests to the following endpoint:
Take a look at the Developer Documentation for the new customer_search endpoint.
🗓 October 2018
Introducing a New Navigation
We are happy to introduce a new and improved design of the Talon.One Campaign Manager. We wanted to create a simple and easy navigation to help you manage promotions more effectively so you can focus on the important parts of your business.
The functionality is the same, just with better design. Check it out and please let us know what you think!
New Feature Notifications
Want to stay up to date with the latest features in your Talon.One account? Every time we release a new feature, you will see a "new" badge in the top navigation next to your name. Simply click on the "What's New" tab and you will be linked to this page so you can learn more about the great new update!
🗓 September 2018
Updated Delete Coupon Endpoint
We updated the Delete Coupon endpoint so you can query and delete codes using new parameters. This will make it easier for you to refine your query when you want to delete coupons in your account using the Management API.
New parameters include:
Learn more about the other available parameters in the Developers API Reference.
Dynamic Notifications with Variables
Send more personalized and dynamic messages to customers by adding variables to the text field in the Set Notification Effect.
Now you can include variables like a customer's name, their current cart value or a coupon's expiry date. These are just a few examples, but you can be creative with your messaging depending on the data you send your Talon.One integration.
Formulas in Update a Custom Attribute Effect
Now you will see "Update a custom attribute" in the effects drop-down (instead of "Update a value"). This is the same effect but with even more functionality within the rule builder.
Now you can enter formulas in the input field, in addition to values and variables. This is great if you want to update loyalty points, credits or subscriptions for example.
Learn more about the Update a Custom Attribute Effect.
New Attribute Suggestions
Now you can build rules faster by adding Attribute Suggestions for commonly used inputs. Instead of manually typing inputs, your marketing team can save time and avoid errors by selecting from predefined inputs when building Cart Filters and Conditions in the Rule Builder.
Read how to add Attribute Suggestions.
More Flexibility in Effect "Create Coupon"
The functionality of the Create Coupon effect has been extended to include some great new features. Now you can define several parameters within the Rule Builder for the coupons that are automatically generated as an effect in your campaign.
Learn more about the new features available in the Create Coupon Effect.
Create Coupons for Specific Customers
Use the coupon generator to create codes for a specific customer. In addition to Fixed Codes and Random Codes, you can also generate codes for a specific Integration ID.
*Note: Only users with Admin rights have access to this feature.
Learn more about creating coupons for specific customers here.
New & Improved Campaign Insights
Monitor your campaign performance on the new and improved Insights page that also features an new Export button (formerly Analytics). The page has been updated to more accurately reflect campaign results, discount results and features improved date filtering functionality.
Now you can export all the triggered effects of a campaign using the Export Campaign Results button. From here you can download a CSV of all campaign results or filter data within a specific date range.
Improved Coupon Export & Batch ID
When you generate coupon codes for a campaign, now you can easily export the code(s) right away. Learn more about exporting codes.
Coupon codes are always generated with a unique Batch ID that can be used to export this specific set of codes. Later, this Batch ID will appear in the coupon view alongside the other code information like start date and redemptions. A group of codes will have a single Batch ID, unlike the code ID that is unique per code.
Use this ID to search, organize or export your code(s). Save time managing codes if you need to create many codes at different times in a single campaign, now you can easily identify these codes and share with partners or internally.
Improved Per Item Discount Effect
Add Variables Button
🗓 July 2018
You have the option to choose between case sensitive or case insensitive coupon codes in your Talon.One account. Give your customers a better user experience when they enter in codes.
If you select case insensitive for your account, you can choose to store and generate codes as uppercase or lowercase, depending on your requirements. The default setting is case sensitive with uppercase codes.
If you already set up your account, get in touch and we will convert your account.
If you have any questions about these updates or would like to submit a feature request, please get in touch.