Q1 Product update: Over 20 new features to streamline your loyalty workflows

With Q1 just gone, we’ve been hard at work delivering over 20 new features and feature enhancements - all set to streamline your promotions and loyalty workflows and boost your experience working with Talon.One. 

Below is just a small highlight of those new features, including improved UI on loyalty program workflows, additional admin settings and request features, and platform security enhancements. To learn more about these new capabilities, and see what other features are available to you, catch up on our product update webinars from January, February and March.  

Talon.One is now an official Salesforce B2C Commerce Cloud Partner, meaning you can add loyalty and promotion campaigns to your Salesforce Commerce Cloud shop.

The integration allows customers to have full visibility and control over all loyalty and promotions, from cart-level data to loyalty programs, referral programs to geofencing. The app also enables customers to implement a one-time setup process for their promotional campaigns, eliminating multiple pieces of middleware from their tech stack. Learn more about the new integration in our demo video below. 

Next up, we’ve improved the UI on our loyalty program creation and management workflow to better categorize and streamline it into different configuration steps. This offers a more seamless experience, improving the usability of our product and helping users concentrate on each step of loyalty program creation without seeing excessive information on a single page.  

Cart item filters allow you to use the items in your customers' carts to create more selective rules - for example, by counting the cart items, selecting specific ones or sorting them by size, quantity, price or any other characteristics relevant to your business. Cart item filters shortcuts can be used to quickly create attributes for Total Count and Total Price.

We’ve made updates in the Rule Builder to support the automatic creation of such attributes. Prior to this release, a user would need to manually create multiple cart item filters for campaigns that discount specific items. Automatically adding the cart item filter attributes not only simplifies the campaign creation process and introduces a more intuitive workflow, but also improves the Rule Engine’s performance over a large number of campaigns.

Users can now create custom item level effects for when the default ones available don’t match their use case. For example, if you run a bike rental company where customers rent by the minute, an example for a custom effect would be a reward that is measured in minutes, instead of any of our default effects.

Prior to this release, users could only create cart level custom effects. The custom effect will now be triggered per item in the cart, instead of all items in the session. By introducing even more dynamic rewards based on individual products, clients can maximize every engagement opportunity and offer a more personalized shopping experience for customers. Head to our docs to learn more.

For strikethrough pricing campaigns, we’ve added the functionality to convert existing campaigns into templates, so you can use them as a starting point to effortlessly create new campaigns in any application. This streamlines the campaign creation process, and by including predefined rules and limiting the editable values, helps reduce the chance of mistakes.

This feature allows you to show the future value of the pending balance to your customers. For example, for a loyalty membership program, you can now display messages such as ‘Complete this purchase now to earn X points and become a Gold member’.

By adding tentative pending balance, you can drive better order conversion through customized messaging of pending points and encourage your customers to complete their purchase.

We’ve also made several changes to our access levels, including adding a new application admin role. This new level can access and edit any area of an application and the related developer tools - such as audit logs, attributes, collections, etc.

Prior to this release, only admin users could access developer tools. For a developer owning a particular application to be able to access developer tools, they would have to be granted admin access to all applications. This new per-application access level lets developers use developer tools only tied to their application - providing better security control and more flexibility for business management.

Also related to access-levels, we’ve introduced a “Request Campaign Activation” feature for users who don’t have access to activate campaigns themselves. These users can now select an admin from their list to trigger a notification to activate a campaign via email. If your campaign is not activated on time, you also have the option to resend an activation request or select another admin to notify. 

Lastly, we’ve made a number of platform security enhancements, including enforcing stronger password requirements and more restrictive security policies when dealing with authentication, password resetting, and user invites. We’re continuing to work on security enhancements, so look out for more announcements in the coming updates.