Loyalty Campaigns

Hi Experts,
I've created Loyalty Campaign/Porgram and R R and released all. Using Loaylty IC Agent role I'm not able to see the Loyalty Campaigns.
Can any one pls let me know how to display all the loyalty campaigns which are released as part of Loyalty Program in Loyalty IC Agent Business Role.
Regards
Vinod

As far as I think, Loyalty Agent can see the released Loyalty Programs/Campaigns for a particular member only if the "Enrollment Required" checkbox is checked while creating the Loyalty Program.
When you check the "Enrollment Required" checkbox, you get 2 options either to select
All Loyalty Members
Selected Loyalty Members
for example, if you have selected the first option. then login to IC using Loyalty Agent role... Search for an account
- If he is a member of a loyalty program, created above, then you will have all the listed memberships or else create a new one and select type as the loyalty program create above.
- After confirming the membership, go to "Loyalty Programs and Campaigns" in the left hand side navigation bar
- in the Loyalty Campaigns tab, you will see all the released campaigns created under the loyalty program.
regards,
Harsh

Similar Messages

How are email series/ loyalty campaigns being handled in BC now? I don't see it as a campaign option?

There are videos and how-tos on Loyalty Campaigns and Email Series but I do not have that as an option within my Email Campaign types, only One-off, Customer Event and Recurring.
Can anyone point me in the right direction as what to do, where to look, or is it depreciated?
Thank you!

Hi neuvocreate1234,
I can confirm that this functionality has not been deprecated. The interface may have changed slightly based on the videos you are watching. If you create an email campaign and select 'Customer Event' from the 'Campaign Type' drop-down, you will then have the option to select 'Customer Subscribe Date' and specify the campaign to send after a certain period of time after a customer subscribed to a mailing list.
The option for loyalty campaigns after selecting 'Customer Event' can also be seen from the drop-down as well - i.e. birthdays and anniversary's.
Additional information can also be found in the following document: Loyalty email campaigns - What are they?
Thanks,
Matt.

Loyalty Program in Web Channel

Dear Experts,
Currently as what i'm aware of, we basically need to add the Loyalty Program in the Web Channel B2C shop as the administrator to allow this particular Loyalty Program to be available for enrollment by the customer in the webshop. With this, the customer is also able to go to the the link "My Campaigns" to view the list of Loyalty Campaign that she/he has enrolled in. In "My Trasanctions", the customer can view the points that have been acrrued/redeem and points balance.
However, we now have a requirement where we have MORE than one Loyalty Program eg: "Loyalty Program for Retail" and "Loyalty Program for Govement Rebate". Both of these Loyalty Program are different and have different point type and requires different membership enrollment.
Is it possible to include MORE than one Loyalty Program in the Web Channel so that when the customer logins to the Webshop, the customer is able to see both the Loyalty Program eg: "Loyalty Program for Retail" and "Loyalty Program for Govement Rebate" with different points account seperately???
Appreciate your prompt reply.

CRM Loyalty requires software component CRMLOY in the CRM server (ABAP stack)
B2C application has to be deployed with rest of the CRM Java applications in NW J2EE server (Java stack)
Ask your Basis team, for all of the above.
You have to turn the feature on in B2C web application, XCM administration.
In the Web shop, (B2C)
1. Consumers can opt to sign-up in the Loyalty program during consumer registration
2. With in the web shop, the registered consumers can see the available campaigns and also transactions (orders0 they have made with those campaign ids. Loyalty program --> My Transactions and * Loyalty Program --> My campaigns*
3. The consumers can Redeem Points
4. They can also Buy points
Easwar Ram
http://www.parxlns.com

R182 System Update - scheduled to go live December 4th, 2012

We are announcing a new Business Catalyst release, scheduled to go live on Tuesday, December 4th, between 1AM - 6AM PST.
Please see the blog post for an overview of all major changes.
Minor enhancements
Programmatically creating thumbnails from full size images now accepts a single dimension (width or height) and it always does proportional resize based on the dimension provided. (docs to be updated soon)
Bounce management updates - with this release, we are going to automatically unsubscribe and opt-out customers whose email addresses have hard bounced. Additionally, we have renamed the Invalid Email Addresses report into Hard Bounces and merged it with the Bounce report.
Import progress indicator - the import has been updated so that it now shows the import progress
Partner Portal updates: invoice list and comissions are now ordered descendent by date; additionally, the Billing tab now shows the Site ID next to each customer name
All charts are now rendered using a different library, leading to slightly different looks. There are no changes in chart data or functionality.
Issues fixed
Bug #
Description
2873659
Change customer's Secure Zone Subscriptions    date interval from 1920-2020 to 2000-2100
3078126
{module_title} displays the title ID instead of the customer's title e.g.    Mr, Mrs, etc
Note: this bug fix was reverted, and addressed in a future release
3156116
when using the import loyalty campaign template the customer anniversary    dates are pre-filled with 1-1-9999 date instead of empty
3176084
Total order amount wrong calculation for Netherlands, Espanol and Deutsch
3282902
Wholesaler price with volume discount: The quantity threshold value will    be updated with '.00' decimals after the first save and after a second save,    an error will be triggered
3323767
Company name is not displayed when a customer has more than one    relationship to a company, and one of the relationships has been deleted
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The home address fields associated    to a customer are lost when clicking Enter in the CRM contact detail panel
3341625
If you are using custom templates to render a product the default    "list" template will appear after pressing the Add to cart button
3348888
CRM entries are created when comments are set to "Must be logged    in" in order to post, and one comments as Anonymous
3348939
When creating a campaign where the list of customers is over 2000, at the    last step "Preview and Send", the number of recipients remains on    "Calculating..."
3349824
BR tags are commented from menu items tooltip on Save
3350859
Sites with old no longer offered site plans cannot access FTP
3352094
Wholesale price always saved as zero
3355847
Viewing/editing a campaign, contentHolder or template file through the    File Manager logs the siteID as if it's the userID in the audit log
3353726
Large literature items over 10 Mb cannot be uploaded. It should work for    files up to 100mb
3354064
Cannot forward a non-WWW domain to a domain using the DNS tool once the    domain is already added in the admin panel
3354541
Backup layout is not displayed when the web app items are inserted    through the new toolbox
3359256
Disabled sites are not enabled if upgraded via Consolidated Billing    invoice on account
3359585
Cannot re-add a non-WWW domain if the DNS zone is created and you have    removed it from your site
3362275
Product template restored to default when using product grouping    functionality in site frontend e.g. module_product,CatID,ProdID    template="" - functionality broken
3362972
Cannot create subdomains with more than one level after the first domain.
2599509
{tag_capacitydescription} rendering "Full" even though there is    1 seat available in the booking
2638884
Secure zone 'Frequency of Membership Renewal' option failing when    selecting 'once' with non recurring Payment gateway
2732950
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2814482
Sorting literature items doesn't work properly in Admin when filtering by    one letter
3000564
Unclassified web app items are imported as classified with previous item    classification
3090411
Campaigns are sent even though the site has been marked as deleted
3110319
Pressing the Back button to return to the checkout form will load the    default engilsh version of the checkout form
3189476
Campaign emails do not respect the standard for the Message-Id field
2567870
Moving dynamic menu items using the â€˜right click > Move up/downâ€™    seems to intermittently skip a few places
2758568
The tax is not recorded against the order if the initial payment fails    and the second payment is successful
2832245
Exporting to PDF bounced reports for email campaign throws system error
2842411
The webapp import hangs when having a large amount of custom fields
2841512
[Reports] If you create a Customer and Order and use both "Product    Purchased with Details" and "Products Purchased" options you    will get the "An error occurred" message
2952394
Checkout form on the Cadac template is unusable
3225813
Newly created sites from templates, scratch or replicated sites shouldn't    have a sitemap.xml file, even if the original site has it
3301285
SEO friendly URL column when importing a catalog is marked in admin panel    as optional, but this information is mandatory
3311966
Static file cache invalidation fails occasionally, causing old file    version to be served even though it has been modified

Thanks for this Jackson. Looks like my client was hit by [2758568].   Please could you clarify if "Issues fixed" mean the fix is currenly live on the system or if it will be fixed on the 4 December roll out.

R183 System Update - Scheduled to go live January 22nd, 2013

We are announcing a new Business Catalyst release, scheduled to go live on January 22nd, 2013.
Please refer to our official blog post for feature highlights and other major improvements slated for this release.
Minor enhancements and cosmetic improvements
Grid state persistence - with this release, most of the item lists displayed in the new admin user interface will remember the page and the sorting applied on a list when returning from a detail page
Edit page properties in the new file manager - when editing a page in the new File Manager, users can now edit the page properties like SEO metadata, workflows, or page visibility
Updated Email Marketing wizard - we have simplified the email campaign wizard and merged the Type and Details step into a single one, updated the controls for setting up one-off and loyalty campaigns and moved the Email Campaign subject into the content tab
Secure domain redirects - starting with this release, all sites will have this feature turned on; if you redirect users to external websites, you should add those into the Secure Domain Redirect list
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URL Redirects have been moved from Page Details into Site Settings menu
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After sending a Campaign, don't show an error when redirected to the Stats tab
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Updated styling for Find a Customer link found in some CRM screens
Updated styling for date picker in filters
Fixed icons alignment in the left menu + redesign some icons to be more relevant to the menu entry
Fixed footer spacing in some screens (it's not always the same)
Page status (draft/live) was sometimes shown in grey
Table list headers font-size is not the size in specs (all over the UI)
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Issue #
Description
3157574
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3164429
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3343967
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3373342
Fixed an issue that intermittently generated an error when when accessing the BC Toolbox panel, via the   admin console
3377475
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3430574
Fixed an issue causing muCommander to corrupt files on upload using SFTP
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Fixed a file system issue that was not preventing SFTP clients from retrieving missing or corrupt files on the remote storage and overwrite the client local files
3428565
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Fixed some issues causing CuteFTP and muCommander for Mac to corrupt files on   upload
2908470
Updated {tag_recipientfirstname} so that it will render an empty string instead of "Recipient" if first name is empty
2567870
Updated the Dynamic Menu sorting functionality to fix an issue that was causing menu items to intermittently skip a few places
2567955
Fixed an issue causing state tax to not be covered by the gift voucher payments on some   occasions
2567515
Fixed an issue causing the Web App Edit Layout to not populate checkboxes that have   the ampersand & in the name
2753571
Creating a new Free Shipping Type Option hides all other   pre-configured shipping options in front-end for all the sub-domains of a   website
3227500
Fixed "Add RSS channels to a WebPage" and "Get RSS   HTML code" links from the "Actions" dropdown list in the new admin user interface
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Fixed an issue preventing the get RSS HTML code link from working on the new admin user interface
3220522
Returning URL for DIBS payment gateway blank
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Fixed an issue causing incorrect data to be displayed when using affiliate program tags: {tag_referralslastmonth} and   {tag_referralslastweek}
3343296
Fixed a an issue causing the line item descriptions displayed on a packaing slip layout to be mis-aligned
2801224
Updated tag_productlist sorting. The sortBy parameter can now accept "releasedate" and "expirydate" parameters. We also added the ability to sort ascending or descending for any sort type. Example: in order to sort by release date ascending, use "releasedate asc". In order to order by expiry date descending use "expirydate desc" or simply "expirydate" which will work as before (dates are descending by default).
Deprecated functionality
{tag_tellafriend} and {tag_tellafriendurl} will no longer be available for use in email campaigns. Existing campaigns will continue to work as designed.

Issues:
1. The ecommerce Stock attribute beta is live with the bugs reported in beta. Including the main one where if you have products with stock attributes, despite them rendering in the export file you can never import products back into the system because of stock sku features. Deleting all products allows you to upload with all sku information as a work around but on some uploads stocks are reset to 0.
2. Intermintant permission issues creating folders that have same name as web apps.
3. Can not make folders in BC editor (under develop) that are existing web apps
4. If you move a pre existing page via FTP into a new created web app folder and rename it to index.html It will not work. In the admin it has no file extension so you have to add it there.
5. Just had it confirmed by live chat support who replicated it on a demo site. Securezone update details form with custom CRM fields.
CRM fields will render current data but will not update the custom CRM fields in the crm on submission of the form.

Email Template Javascript Error

For years I have been using BC and I can not believe (embaressingly) that I only just discoved this week that there is a major flaw in the email marketing system, and I have been blindly selling it to my customers unknowingly.
BC's email campaign process allows you to choose a template from your list of site wide templates to use for your campaign. Of course this is a feature you would want. However Business Catalyst renders a Javascript in the template that gets included in the campaign when it gets sent out.
What happens is that the text 'var slang={module_urlculture}' appears just above the newsletter content in the customers inbox. Only if it is lucky enough to get past spam filters.
This is a major flaw with the BC's email marketing system, and if I had known about it years ago when it was first discovered i would have fought tooth and nail to have it fixed.
What bewilders me more is that this bug has been know to BC and is in fact listed on BC's buglist for years!
God only knows how many readers have not recieved, unsubscribed, not read, deleted, blacklisted newsletters delivered out of BC's newsletter system.
I can live with limited functionality with the email marketing suite, but BC you better damn well make sure when you have a specific feature to choose a sitewide template for a campaign, that it DOES NOT render javascript in the newsletter!!!
below is what renders in BC newsletter source code just prior to the body:
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">

<head>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<title>May Newsletter</title>
<link href="/StyleSheets/ModuleStyleSheets.css" type="text/css" rel="StyleSheet" />
<script type="text/javascript">var jslang='{module_urlculture}';</script>
<meta name="robots" value="noindex, nofollow" />
</head>
It would appear to me that BC does not distinguish that a template is being used for a campaign.
This needs to be rectified straight away. We have clients that send campaigns to education and government bodies and its tough enough to get through their sensitive filters with out having javascript render in the newsletters.
Billy Bowyer.

Hi Liam,
Thanks for all the details and clear response.
I understand what you are saying about just using the HTML content area to build newsletters. In an ideal world your comments are spot on.
however we have a range of clients who use the email marketing side BC for a range of things, and in some cases it makes good sense to use the Sitewide templates. for example we have a client who has a loyalty campaign with about 25 newsletters, all fairly simple text based messages with their company header and footer. We created a neat little template with the header and footer (all clean HTML and inline csss), so all the client needs to do is type in their personal meassge in the campaign content area...its simple, effective and what they need.
Now I've found out that all 25 campaigns have been sending with full header code, and in some cases with var jslang={module_urlculture} at the top of the message.
You see Liam I have been building email newsletters for years and know full well that they need to built using basic HTML and inline CSS, that floats don't work plus a range of other CSS styles and HTML tags.
As you said its 101 stuff, I am sure the dev team at BC know this stuff too. So why is it that when building a campaign or managing system emails (basically every area in BC where you can manage out bound emails) there is an option to choose a site wide template? Beacause it's expected that we would build a (clean) newsletter template and store it in the sitewide templates to be called on. So Liam, you see, BC has been built with the expectation that designers would build clean friendly newsletter templates and store them in the sitewide templates area.
What I didn't know was that BC would take my purpose built newsletter template and inject it with:
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">

<head>
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<title>May Newsletter</title>
<link href="/StyleSheets/ModuleStyleSheets.css" type="text/css" rel="StyleSheet" />
<script type="text/javascript">var jslang='{module_urlculture}';</script>
<meta name="robots" value="noindex, nofollow" />
</head>
"Yep as an improvement only showing newsletter templates in the dropdown would be handy but you would need to have something in the template that BC knows to define email only and only show up there." Considering there is an ability to select a print version template and also the ability to edit a Desktop /tablet /Smart phone version of a template I would say BC have the technology to make a 'Campaign Only' selection in the templates.
Even if it is only 1 template, it could be used across 100 campaigns, being sent to 100,000 contacts - and this makes it important.
regardless - the dropdown menu access to the sitewide templates in campaigns has been purpose built in to BC and as has been for as long as I can remember (at least 5 years), and as such it should work properly to ensure the most effective deliverability, readability and coversion rates.
So right now BC has 2 options (in my opinion):
1: Stop all the head code rendering in campaigns (either automated or define an 'email only' option with in sitewide templates)
2: Remove the 'choose a template' option from all system emails and campaigns (if it doesn't work properly it shouldn't be there).
Lastly to answer you querie, I spoke with a highly credible member of the BC team who said the 'head code rendering in newsletters' was added to BC's internal bug list over 2 years ago. So it is disappointing that it still exists and that my clients have been sending out campaigns with this going on, if only I knew...
Thanks - Billy Bowyer

Showing "Anniversary" Dates in Account Page

I am building a "My Account Page" and was trying to show Anniversary Dates to customers.
However, it looks like there is no {module_Anniversary1} tag?? Bummer.
The nice thing about having those built-in tags is getting to use them. Also, I see in another discussion, that even if I set them up, they only work for a year? So, if a policy renews each 4 years, then does the reminder email only go out in for those dates within the 12 months in which you set it up? So, there are no notices for those policies which renew in years 2, 3, and 4 in my case? Or does it go out just once in each case? I also, do not understand why you have this restriction! This is a great option for clients, but the restrictions are making it relatively useless....

Good news. Although I didn't see any documentation for {module_Anniversary1} it is now working!!! Yeah!! (It wasn't earlier... hmmm...)
So, I think from Mario's answer in another discussion, my clients must "redo" their loyalty campaign each year...

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Hey there Rionic,
I would suggest that you troubleshoot this issue by applying the steps in the following article:
iOS: Troubleshooting Mail
http://support.apple.com/kb/ts3899
Thanks for coming to the Apple Support Communities!
Regards,
Braden

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Hello folks
I am supposed to contribute towards planning a workshop focussing on business processes in campaigns and loyalty management. And am I having difficulty to keep it focussed on business side then technical configuration. Please let me know on what points should I focus? What are the likely processes involved and how to put together them in documents before the start of the implementation. Assuming the sector to be retail or manufacturer of appliances.
Thanks,
Jo

Whatever issues posted here are real time issues only. The only effort what is needed from your end is searching. Search the forum and go through all the issues posted so that you will have a fair idea.
thanks
G. Lakshmipathi

Loyalty Program / VIP Program

Would anyone have experience in using CRM on Demand to manage a loyalty program? We are planning on creating such program in the near future (we call it VIP because people will not be gathering points but rather get discounts).
I'm starting to think about where all this information could be stored in CRM. My preliminary thoughts on which fields would be needed at a minimum are:
- program ID (could CRM generate such an ID?)
- effective date
- end date
We would like to flag opportunities that are created as a result of a customer using a program card.
Metrics I could foresee would be needed are:
- Number of contacts on the program
- Number of opportunities created for customers on the program
- Revenue generated from customers on the program
Would anyone have suggestions on where such data should be stored?
Should I consider other fields/metrics?
Any other insights/things to take into consideration/pitfalls?
Thanks.

Hi,
Sounds like campaigns. Can be linked to contacts, leads and optys. Most of the fields you describe already exist.
Best of luck

Free verizon loyalty text?

So, I just recieved a free verison message which states:
"Verizon appreciates your loyalty. you are currently on the $80/6GB plan. You can now enjoy the same amount of data you currently have for $20 less per month with no contract extension. This exclusive offer is available by calling 855-238-1597 mon-sat 9am-9pm EST. To sotp msgs reply "x" "
It was sent from 900070003682
I have seen where people have said that this is legit, however they have recieved this message from a different number. has anyone had this message from this number? if so, do you know if this is legit?
Thanks in advance!

It's a legitimate offer. If you are concerned about calling back an unknown number, call customer care @ 800.922.0204 (be prepared to wait since Saturday is probably their busiest day). They can put you on the plan as well.
Verizon has multiple call centers that send notifications to customers and each group/campaign can have their own call back number. That call center is also likely to have the best details on the offer being made.

Campaign Report Clicks, Open, and, Bounces

How does WebTools determine the number of Clicks, Opens, and, Bounces on the Campaign Reports?
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I would be interested in the answer to this also.

Report on campaign response

Hi All,
There was a campaign launch at beginning of month, and now we are trying to do analysis on the campaign response. We have a field at contact level called Subsegment which can have values like Experienced RIA, Inexperienced Stock Broker etc. Now, I need to develop a report that would give a count of click through, open response, opt out, hard bounce and also their % based on sub segment field. I am able to develop report with count of click through, open response, opt out, hard bounce but when I develop a field with formula as (Metrics."# of Click Through"/Metrics."# of Recipients")*100 and put this field in pivot table, I get all erroneous data. The formula gives me all weird values, it display 0 then there should be 15 etc.
Can anybody please help in indentifying what wrong am I doing.
Thanks in Advance,

Hi All,
Never Mind Guys, i figured it out, i had to cast the data type as float to get the desired output, the system was orginally converting everything into integer and that's why i was getting weird results.
Thanks,

Campaign Metrics - # Bounces Switched?

Hi -
We have sent out several campaigns and are now reporting on them.
The metrics seem to be mixed up on the subject area.
The campaign was sent out 2/3/2011
The receipent data on the campaign object shows delivery status of 8 hard bounces and 1 soft bounce as of 2/7/2011
The dates are important since the report is 24 hours delayed......
When we run our report using metrics from the Campaign Response History subject area - no formulas, just pulling Metrics."# of Soft Bounces and Metrics."# of Hard Bounces"
the results are SWITCHED. I have tried to change teh aggregation rule from default to sum, just to check. No pivot tables are being used...just straight values.
Does anyone know if this is really a bug or what else might be happening??
Thanks,
Ann

Hi Ann,
If you are sure you are seeing an error in the data, please enter an SR with Oracle Support.
Thanks!

Run report that show "BOTH" campaign name AND contact when getting integration error message that relates to Lead Campaign Association

When running an External Calls Failed report for Lead Campaign Association (e.g.Attempted to add a campaign member where either the member id 00Q70000015ngo5 or the campaign id null is null.), the report show me the contact but not the campaign the contact was trying to associate itself to in SFDC. In order to see the campaign, I have to click on the downward arrow and click on the "view external call details" FOR EACH INDIVIDUAL CONTACT.
Is there a report I can run that shows me both the campaign and contact for the error? I can't efficently trouble shoot issues in Eloqua if I have to view each individual record with two or more clicks.
Any advise?

I am getting the same error when opening the J2se Development Kit 5.0 Update 8 after I press the Run button. ( "This installation package could not be opened. Verify that the package exists and than you can access it, or contact the application vendor to verify that this is a valid Windows Installer package").
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Thanks,
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