ID Feature Area Description

F001 API API Transactions System Import or export Transactions data.

F002 API API Client Profiles System Import or export Client Profiles data.
F003 API API Points Transfer Operations System Import or export Points Transfer Operations data.
F004 API API Earning Rules System Import or export Earning Rules data.
F005 API API Reward Campaigns System Import or export Reward Campaigns and Rewards data.
F006 API API Authorization System Import or export all data needed for authorization od Client Profile.
F007 API API Settings System Import or export Settings data.
F008 API API Levels System Import or export Levels data.
F009 API API Client Profiles Management System Import or export data needed for Client Profiles Management.
F010 API API Earning Rules Calculations System Import or export data needed for Earning Rules Calculations.
API Reward Campaigns
F011 API System Import or export all data needed for redeeming Reward process.
redeeming process
F012 API API Segments System Import or export Segments data.
F013 API API Segments Management System Import or export data needed for Segments Management.
F014 Authorization Different login data Client Cockpit Client can log in to account using email, phone number or loyalty card number.
F015 Authorization Login POS Cockpit Merchant must login to work with POS Cockpit.
F016 Authorization Password Recovery Admin Cockpit Administrator can recover password.
F017 Authorization Password Recovery Client Cockpit Client can recover password.
F018 Authorization Password Recovery POS Cockpit Merchant can recover password.
F019 Authorization Log in Admin Cockpit Administrator can use Admin Cockpit after log in.
F020 Authorization Log in Client Cockpit Client can use Client Cockpit after log in.
F021 Authorization Log in POS Cockpit Merchant can use POS Cockpit after log in.
F022 Authorization Log out Admin Cockpit Administrator can logout from Admin Cockpit.
F023 Authorization Log out Client Cockpit Client can log out from Client Cockpit.
F024 Authorization Log out POS Cockpit Merchant can use POS Cockpit after log in.
Client Profile gives single view of every Clients registered in Loyalty Program. Client Profile
gathers information about Client including e-mail, phone, loyalty card number, personal data,
F025 Client Profiles Client Profile Admin Cockpit address data. Client Profile collects also all the information about operations and events
processed in Loyalty Program like Points balance, current Level, Point Transaction
operations, transactional history of Client, Segments, etc.
Client Profile collects 3 types of agreements for Client: general agreement, marketing
F026 Client Profiles List of Agreements Admin Cockpit agreement, data processing agreement. All collected agreements can be shared and
normalized with external systems like CRM, eCommerce or marketing automation.
Administrator can check lifecycle value of Client, average order value of Client and total
F027 Client Profiles Profitability Metrics Admin Cockpit
amount of orders placed by Client.
List of Reward Campaigns
F028 Client Profiles Admin Cockpit Administrator can see list of Reward Campaigns available for specific Client.
available for Client
List of Rewards redeemed by Administrator can see list of Rewards redeemed by Client.
F029 Client Profiles Admin Cockpit
Client Administrator can change status of specific Redeemed Reward.
Client Profile gives single view of every Clients registered in Loyalty Program. Client Profile
gathers information about Client including e-mail, phone, loyalty card number, personal data,
F030 Client Profiles Client Profile POS Cockpit address data. Client Profile collects also all the information about operations and events
processed in Loyalty Program like Points balance, current Level, Point Transaction
operations, transactional history of Client, Segments, etc.
Merchant can check lifecycle value of Client, average order value of Client and total amount
F031 Client Profiles Profitability metrics POS Cockpit
of orders placed by Client.
List of Reward Campaigns
F032 Client Profiles POS Cockpit Merchant can check which Reward Campaigns are available for Client.
available for Client
List of Rewards redeemed by
F033 Client Profiles POS Cockpit Merchant can see list of Rewards redeemed by Client.
Client
Administrator can add new Client Profile, see details of existing Client Profile, modify existing
F034 Client Profiles Client Profiles Management Admin Cockpit
Client Profile and suspend existing Client Profile.
Merchant can add new Client Profile, see details of existing Client Profile and modify existing
F035 Client Profiles Client Profiles Management POS Cockpit
Client Profile.
F036 Client Profiles List of Clients Profiles Admin Cockpit Administrator can browse, sort and filter list of Client Profiles.
F037 Client Profiles List of Clients Profiles POS Cockpit Merchant can browse, sort and filter list of Client Profiles selected with search query.
F038 Client Profiles POS Preferences Admin Cockpit Administrator can check and edit Prefered POS assigned to specific Client.
F039 Client Profiles Client Search POS Cockpit Merchant can search for specific Client.
Merchant can modify details of Client Profile or revoke Client Profile.
F040 Client Profiles Client Profiles Management POS Cockpit
Merchant can change Level assigned to Client Profile.
F043 Client Profiles Segments assigned to Client Admin Cockpit Administrator can see list of Segments assigned to specific Client.
F044 Client Profiles Level assigned to Client Admin Cockpit Administrator can check and edit Level assigned to specific Client.
F045 Client Profiles List of Transactions Admini Cockpit Administrator can browse list of Transactions performed by specific Client.
F046 Client Profiles List of Points Transfer operations Admini Cockpit Administrator can browse list of Points Transfer operations performed by specific Client.
Administrator can check key metrics of Loyalty Program: number of Clients, total amount of
F047 Dashboard Key Metrics Admin Cockpit spending, total amount of points earned in program, total amount of orders registered in
Loyalty Program.
Administrator can check in chart how many new Clients joined Loyalty Program in last 30
F048 Dashboard Graph of new Clients Admin Cockpit
days.
F049 Dashboard List of Levels Admin Cockpit Administrator can check number of Clients in all available Levels.
Earning Rule tells the system how Client could get Points of Rewards and set time period
F050 Earning Rules Earning Rule Admin Cockpit when specific Earning Rule will be active.
Administrator can set various types and combinations of Earning Rules.
 ID Feature Area Description
Administrator can Add Earning Rule, modify existing Earning Rule and change status of
F051 Earning Rules Earning Rules Management Admin Cockpit
existing Earning Rule.
F052 Earning Rules List of Earning Rules Admin Cockpit Administrator can browse and sort list of Earning Rules.
F053 Earning Rules List of Earning Rules Client Cockpit Client can browse list of available Earning Rules.
F054 Earning Rules List of Earning Rules POS Cockpit Merchant can browse and sort list of all available Earning Rules.
F055 Earning Rules Details of Earning Rule POS Cockpit Merchant can see details of specific Earning Rule.
Administrator can reward Client for referring new Client and new Client register in Loyalty
F056 Earning Rules Refer a Friend for registration Admin Cockpit
Program.
F057 Earning Rules Earning Rule for Custom Events Admin Cockpit Administrator can reward Client for performing specific Custom Event.
Custom Event represents behaviour of Client in any external system, registered by API and
collected in Application.
F058 Earning Rules Custom Event Admin Cockpit Example Custom Events: product review, product create, Facebook like, Facebook share,
survey answer, contest participation, visiting specific landing page. Custom Events need to
be implemented to work.
F059 Earning Rules Limit per Custom Event Admin Cockpit Administrator can define limitation in day, week or month for Earning Rule for Custom Event.
Earning Rule restricted for Levels Administrator can restrict specific Earning Rule to be available for specific Levels or
F060 Earning Rules Admin Cockpit
or Segments Segments.
Administrator can define Earning Rule which multiply earned Points for purchasing products
F061 Earning Rules Multiply Points for specific label Admin Cockpit
with specific label.
Multiply for products with specific Administrator can define Earning Rule which multiply earned Points for purchasing products
F062 Earning Rules Admin Cockpit
SKU with specific SKU.
F063 Earning Rules General Spending Rule Admin Cockpit Administrator can define how many points Client will earn after spending one unit of currency.
Administrator can exclude products with specific SKU, products with specific label and
F064 Earning Rules General Spending Rule exclusions Admin Cockpit
delivery costs form General Spending Rule calculation.
Minimum Order Value in General
F065 Earning Rules Admin Cockpit Administrator can define minimum order value for General Spending Rule to be run.
Spending Rule
Earning Rule for registration in Administrator can define how many points Client will earn after registration in Loyalty
F066 Earning Rules Admin Cockpit
Loyalty Program Program.
Administrator can define how many points Client will earn every time after login to Client
F067 Earning Rules Earning Rule for login Admin Cockpit
Cockpit.
Administrator can define how many points Client will earn after performing first purchase
F068 Earning Rules Earning Rule for first purchase Admin Cockpit
registered in Loyalty Program.
Earning Rule for newsletter Administrator can define how many points Client will earn after subscribing to newsletter as a
F069 Earning Rules Admin Cockpit
subscription member of Loyalty Program.
F070 Homepage Homepage Client Cockpit CMS homepage that aggregate basic informations about Loyalty Program and Client Profile.
F071 Infopage Match with on-line store Client Cockpit CMS page with instructions how to link Client Profile with existing account in on-line store
F072 Infopage About Loyalty Program Client Cockpit CMS page with basic pieces of information about Loyalty Program.
F073 Infopage Terms and conditions Client Cockpit CMS page with terms and conditions of Loyalty Program.
F074 Infopage Guide Admin Cockpit CMS page in Admin Cockpit.
F075 Infopage Terms and conditions Client Cockpit CMS page with terms and conditions of Loyalty Program
F076 Infopage Find store Client Cockpit CMS page with list of off-line stores.
CMS page with instructions how to match account in on-line store with Profile in Loyalty
F077 Infopage Match with on-line store Client Cockpit
Program.
F078 Infopage About Loyalty Program Client Cockpit CMS page with details about Loyalty Program.
Level is special kind of Segment. Client can join or be promoted to specific Level based on
F079 Levels Level Admin Cockpit
total spendings or total number or Points earned in Loyalty Program.
For specific Level Administrator can define additional Special Reward in form of discount.
F080 Levels Special Reward in Level Admin Cockpit
Special Reward is limited by time.
Administrator can add new Level, modify existing Level, delete existing Level and change
F081 Levels Levels Management Admin Cockpit
status of Level.
F082 Levels List of Levels Admin Cockpit Administrator can browse and sort list of Levels.
F083 Levels Export to CSV Admin Cockpit Administrator can export Clients from specific Level to CSV file.
F084 Levels List of Clients in specific Level Admin Cockpit Administrator can browse and sort list of Clients in specific Level.
Client can check his current Level and how much he needs to spend or how many points he
F085 Levels Client Level Client Cockpit
need to earn to get to the next level.
F086 Levels Level Downgrade Admin Cockpit Client can be downgraded in Level when he will return order or manually by Admin.
Merchant Account allow Merchants to log in POS Cockpit and perform various operations like
registering Client Profile or linking Transaction with Client Profile. In Merchant Account
F087 Merchants Merchant Account Admin Cockpit
Administrator can define personal and contact details of Merchant, create password for
Merchant Account and assign Merchant Account to specific POS.
Administrator can add new Merchant Account, modify existing Merchant Account, delete
F088 Merchants Merchant Accounts Management Admin Cockpit
existing Merchant Account and change status of Merchant Account.
F089 Merchants List of Merchant Accounts Admin Cockpit Administrator can browse, sort and filter list of Merchant Accounts.
F090 My Level Spending or Points to next Level Client Cockpit Client can see how much he needs to spend or earn Points to be promoted to next Level.
Earning Rule tells the system how Client could get Points or Rewards and set time period
F091 My points Points Balance Client Cockpit when specific Earning Rule will be active.
Administrator can set various types and combinations of Earning Rules.
F092 My points Points Transfers Client Cockpit Client can check all Points Transfers linked to him in Loyalty Program.
F093 My Profile Profile Details Client Cockpit Client can see and change personal information, address data, company data.
F094 My Profile Change Password Client Cockpit Client can see and change password.
Client can see and change agreements like general Loyalty Program agreement, marketing
F095 My Profile Agreements Client Cockpit
and newsletter agreement, data processing agreement.
Client can see all rewards that are assigned to him: available to redeem, not enough points to
F096 My Rewards List of rewards Client Cockpit
redeem.
 ID Feature Area Description
F097 My Rewards List or Redeemed Rewards Client Cockpit Client can browse all redeemed rewards.
F098 My Rewards Redeem Reward process Client Cockpit Client can collect reward if he has enough Points.
Transfer is a single operation on points gathered by Client. It may be an addition (on the
F099 Points Transfer Points Transfer Admin Cockpit basis of Earning Rule) or subtraction (on the basis of using Reward Campaign). Administrator
can add or subtract amount of points.
F100 Points Transfer List of Points Transfer operations Admin Cockpit Administrator can browse and sort list of Points Transfer operations.
Points Transfer operations Administrator can add and subtract amount of points for specific Client or remove specific
F101 Points Transfer Admin Cockpit
Management Points Transfer operation.
POS represents the on-line or offline store to which Merchant or Transaction can be linked.
F102 POS POS Admin Cockpit
Administrator can define detailed localization and contact data for specific POS.
F103 POS POS Management Admin Cockpit Administrator can add new POS and modify existing POS.
Administrator can browse and sort list of POS. Administrator can check how much Clients
F104 POS List of POS Admin Cockpit
spent in specific POS and how much orders were made in specific POS.
F105 Register Client Register Client Cockpit Client can register in Loyalty Program in Client Cockpit.
F106 Register Client Register confirmation Client Cockpit Client needs to confirm e-mail address.
F107 Register Client Register new Client Profile POS Cockpit Merchant can register new Client Profile.
Reward Campaigns are representing Rewards that Client can redeem. Administrator can
define details of Reward Campaign like name, type, cost in points, instructions how to
F108 Reward Campaigns Reward Campaign Admin Cockpit redeem Reward, terms and conditions for specific Reward, limit of Rewards in Reward
Campaign, visibility of Reward Campaign or assign Reward Campaign to specific Level or
Segment.
Administrator can Add Reward Campaign, modify existing Reward Campaign and change
F109 Reward Campaigns Reward Campaigns Management Admin Cockpit
status of existing Reward Campaign.
F110 Reward Campaigns List of Reward Campaigns Admin Cockpit Administrator can browse and sort list of Reward Campaigns.
F111 Reward Campaigns Image of Reward Campaign Admin Cockpit Administrator can upload image for specific Reward Campaign.
Redeemed Rewards Basic Status
F112 Reward Campaigns Admin Cockpit Administrator can set Redeemed Reward as used or not yet used.
Management
Redeemed Rewards Basic Status
F113 Reward Campaigns Client Cockpit Client can set Redeemed Reward as used or not yet used.
Management
F114 Reward Campaigns List of Reward Campaigns POS Cockpit Merchant can browse, sort list of Reward Campaigns.
F115 Reward Campaigns Details of Reward Campaign POS Cockpit Merchant can see details of specific Reward Campaign.
Administrator can define Reward based on code which can be used in external system or as
F116 Reward Campaigns Code Reward Admin Cockpit identifier. Available types of coupon based Rewards: free delivery code, discount code, value
code, gift code, invitation for the event code.
F117 Reward Campaigns Unlimited Reward Code Admin Cockpit Administrator can define Reward Campaign with one code and unlimited usage of the code.
F118 Reward Campaigns Upload many Reward Codes Admin Cockpit Administrator can upload many codes with CSV file.
Segments are used to assign Client to specified category for further use in Earning Rules or
F119 Segments Segment Admin Cockpit
Reward Campaigns.
Administrator can add new Segment, modify existing Segment, delete existing Segment and
F120 Segments Segments Management Admin Cockpit
change status of Segment.
F121 Segments List of Segments Admin Cockpit Administrator can browse and sort list of Segments.
F122 Segments Export to CSV Admin Cockpit Administrator can export list of Clients from specific Segment to CSV.
F123 Segments List of Clients in specific Segment Admin Cockpit Administrator can browse list of Clients in specific Segment.
Administrator can define Segment for Clients with birthday anniversary in specific number of
F126 Segments Segment for birthday anniversary Admin Cockpit
days.
Segment for registration Administrator can define Segment for Clients with registration anniversary in specific number
F127 Segments Admin Cockpit
anniversary of days.
Segment for Clients from specific
F128 Segments Admin Cockpit Administrator can define Segment for Clients who purchased in specific POS.
POS
Segment for Clients from specific Administrator can define Segment for Clients whose specific percentage of all purchases
F129 Segments Admin Cockpit
POS in % were performed in specific POS.
F130 Segments Segment for total spending Admin Cockpit Administrator can define Segment for Clients with specific range of total spending.
F131 Segments Segment for specific brand Admin Cockpit Administrator can define Segment for Clients who purchased products from specific brand.
F132 Segments Segment for average order value Admin Cockpit Administrator can define Segment for Clients with specific range of average order value.
F133 Segments Segment for period of transactions Admin Cockpit Administrator can define Segment for Clients who bought in specific period of time.
Administrator can define Segments for Clients who bought anything specific amount of days
F134 Segments Segment for purchase n-days ago Admin Cockpit
ago.
List of Clients assigned to
F135 Segments Admin Cockpit Administrator can browse Clients assigned to specific Segment.
Segment
Administrator can define basic properties of Loyalty Program like: name of Loyalty Program,
F136 Settings General Properties Admin Cockpit currency of Loyalty Program, timezone of Loyalty Program, language of Loyalty Program,
URL for Loyalty Program, URL for FAQ, URL for terms and conditions and contact e-mail.
F137 Settings Points Currency Name Admin Cockpit Administrator can define singular and plural names for unit of Points.
F138 Settings Returns Admin Cockpit Administrator can allow returns to be visible and calculated in Loyalty Program.
Administrator can define list of SKUs for various types of delivery costs. Delivery costs can
F139 Settings Excluded Delivery Costs Admin Cockpit
be excluded from Levels or Earning Rules.
Administrator can define how data from external systems will be matched with Clients listed
F140 Settings Matching Settings Admin Cockpit
in Loyalty Program.
F141 Settings Lifecycle of Points Admin Cockpit Administrator can set period after points will be expired. Points can be set as all time active.
Products excluded from Level
F142 Settings Admin Cockpit Administrator can define SKU of products excluded from Level calculation
calculation
Administrator can edit existing Translations or add new Translation for Client Cockpit, Admin
F143 Settings Translation Editor Admin Cockpit
Cockpit or POS Cockpit.
 ID Feature Area Description
System e-mails can be customized. Available types of system e-mails: e-mail with activation
F144 System e-mails System E-mail System link (Client), welcome e-mail (Client), new level e-mail (Client), new points e-mail (client), new
reward e-mail (Client), password recovery e-mail(Client, Administrator, Merchant).
F145 System Logs Basic System Log Admin Cockpit Basic System Log contains basic information about all changes in the Application.
F146 System Logs List of System Logs Admin Cockpit Administrator can browse list of System Logs of Application.
Transactions are related to Client purchases or other operations whose value will be
F147 Transactions Transaction Admin Cockpit
converted to points (using Earning Rules).
System will automatically link transaction with Client Profile. In other way Administrator or
F148 Transactions Transactions Management Admin Cockpit
Merchan can match specific Client with specific Transaction.
Administrator can browse full list of transactions registered in Loyalty Program, sort and filter
F149 Transactions Transactions list Admin Cockpit
list of transactions and move to details of specific transaction.
Client can browse all transactions from on-line or off-line that has been registered and linked
F150 Transactions My Transactions Client Cockpit
to him in Loyalty Program.
Match Client Account with
F151 Transactions POS Cockpit Merchant can match specific Client Profile with specific Transaction.
Transaction
F152 Transactions Returns Admin Cockpit System can process returns as specific type of Transaction.
F153 Users Administrator Account Admin Cockpit Administrator can change password or e-mail address.
F154 Users User Admin Cockpit User can access Admin Cockpit or access API.
Administrator can add new User, see details of existing User, modify existing User and
F155 Users User Management Admin Cockpit
suspend existing User.