An overview of Loyalty and recent releases.
Loyalty Release Notes
Detailed information about the latest releases of Marigold Loyalty. Loyalty Version 23.4.0 Release Notes All features and fixes are automatically available to all customers upon upgrade to version 23.4.0 unless otherwise stated. Features Rebranding to Marigold Loyalty Cheetah Loyalty has rebranded to Marigold Loyalty, as part of the Marigold portfolio of marketing solutions. We will be applying the Marigold branding across the product portfolio with unified brand elements to reflect a refresh...
Loyalty Video Learning
We have a helpful video library help teach you about Marigold Loyalty that can be found HERE.
Cheetah Platform (EDP) Release Notes
Cheetah Platform (EDP) Version 22.4.0 Release Notes All features and fixes are automatically available to all customers upon upgrade to version 22.4.0, unless otherwise stated. Features Dynamic Content Proofing Enhancement for Smart Sending Campaign (Email Channel Only) - Beta version Available on Request Background Earlier, Smart sending (EDP) Campaigns’ email proofs feature used random Smart sending test members to drive the campaign’s personalization but NOT the dynamic content. Dynamic c...
Loyalty - Upcoming Maintenance
The upcoming deployment dates for Loyalty releases are listed below. Starting Sept 18 Staging Deployment Starting Sept 26 Production Deployment For Most Recent Release Notes, please see Release Notes Page in the Help Center ______________________________________________________________________________________ Upcoming Loyalty Maintenance Windows by Region These windows are place holders unless specified with additional details. If teams need to perform a maintenance action that requires...
Loyalty Solution Overview
Reward customer behaviors, build lasting relationships, and deliver value at every interaction with our scalable loyalty solution. Follow this link to learn more about Cheetah Loyalty. Loyalty Glossary Glossary of Terms: Definitions for many common Loyalty terms and concepts. Integration with Cheetah Messaging See the below guides for more information on how to integrate your Loyalty data with Cheetah Messaging. Loyalty / Messaging Integration Guide -- Event-triggered Campaigns: How...
Loyalty Glossary of Terms
Loyalty Glossary Overview The purpose of this document is to provide definitions for various terms and assets used throughout the Cheetah Loyalty application. Terms and Definitions The following table lists many common terms used in the Loyalty platform. Terms Definitions Activity Any event or action performed by a Member that can be captured and tracked by the Loyalty platform, such as a purchase or enrollment, for example. Some Activities are included in a standard system conf...
Loyalty supports a suite of API endpoints that can be used to manage your Loyalty Members and to submit Member activities to your Loyalty program.
EDP / Loyalty Hive Tables
The section explains the Hive tables in EDP/Loyalty, including details such as schema and how dynamic attributes are stored and queried. Introduction to Hive in EDP/ Loyalty The Cheetah Engagement Data Platform (EDP) is a world class data management platform that collects, unifies, and comprehends data in the context of the moment. EDP is based on prescriptive, person centric data model, built especially for marketing use cases. The platform uses modern technologies and one among them is Hiv...
The Member API can be used to manage data and actions inside the EDP and Cheetah Loyalty. To view the developer API documentation for the Member endpoint: click here. Version History Version Date Description Approved / Reviewed By 1.0 October 2020 Initial release Cheetah Digital Product Management 1.1 September 2021 Added version history Cheetah Digital Product Management
The Program API can be used to integrate third-party systems with the EDP and Cheetah Loyalty. To view the developer API documentation for the Program endpoint: click here. Note: A username / password is required to access the Program API documentation. Please contact your Services Representative if you need assistance. Version History Version Date Description Approved / Reviewed By 1.0 October 2020 Initial release Cheetah Digital Product Management 1.1 September 2021 Added version...
Software Development Kits
An overview of Cheetah Loyalty's security provisions and standards. Cheetah Loyalty Security Overview Cheetah Loyalty EU GDPR White Paper (June 2019)
Configuration and Developer Guides
Configuration and developer guides for campaigns, messages, email templates, point of sale integrations and more. Cheetah Loyalty Campaigns - Configuration Guide Cheetah Loyalty Messages - Configuration Guide Cheetah Loyalty Email Templates - Developer Guide Cheetah Loyalty POS API - Developer Guide Cheetah Loyalty HTML Games - Developer Guide Cheetah Loyalty Phoenix Query - Developer Guide
Loyalty Profile Stream Setup Guide
Overview The Profile Stream Loyalty Product feature enables you to configure and manage which member attributes, preferences, and metrics should be shared across Marigold products to enable personalization related to the member profile in a campaign. The Profile Stream Loyalty Product feature offers a streamlined data exchange between Marigold Loyalty and Marigold Portfolio Products allowing marketers to create personalized and targeted campaigns with higher accuracy, delivering more consiste...
Loyalty Segment Export Setup Guide
Overview It is useful for marketers to be able to use segments generated in Loyalty in external systems. To that end, this integration helps marketers use Marigold Loyalty segments to personalize messages in Marigold Engage+. Phases For the first phase of integrations, the segment export feature is enabled for marketers to create a segment in Loyalty and schedule the segment to be exported to Marigold Engage+. Other features such as holdout group functionality and offers information are plan...
Overview It is common practice in loyalty programs to capture payment (tender) information from point of sale (POS) requests. Using the payment mechanism, you can incentivize customers by offering them benefits based on the payment method. Benefits Capturing payment information help our customers to action on tender by awarding bonus points. Use tender information for punch card evaluation and order rules (to be developed). Possibly associating an anonymized token to a loyalty member on...
The Members area of the Loyalty platform allows you to manage your Members, and to define Segments of your database.
GDPR / CCPA - Customer Profile Deletion
For Cheetah Loyalty (LOY) and Engagement Data Platform (EDP), you have the ability to delete members from your system. There are three options to remove all member data and furthermore delete all other related data referencing the member’s data (associated content responses, activities, events, etc). This article covers the options to delete member data from LOY or EDP to satisfy California Consumer Privacy Act (CCPA) and the General Data Protection Regulation (GDPR) requirements. Note: It ...
Member Attributes Guide
The Member Attributes guide covers how you can create, edit, and delete member attributes. Cheetah Loyalty includes a wide range of default System Attributes applicable to most client loyalty programs. You can create and customize Attributes in order to meet your specific business requirements. Table of contents Member Attributes Overview View Member Attributes Working with Attributes Overview Create a Member Attribute Delete an Attribute Deploy Attribute Metadata Populate a Member Attrib...
Merge Accounts via CSV
With multiple members' accounts, you can consolidate them by merging. Merging accounts helps you organize accounts for existing members in your Loyalty system. This article addresses how to merge accounts through CSV using member id and batch actions. How to Merge Accounts? This document summarizes the steps on how to merge accounts using the csr batch action. Create a CSV file. File header should be: member_id -- This is the main account where all the data will be transferred. source_m...
Merge Accounts via CSR
With multiple members' accounts, you can consolidate them by merging. Merging accounts helps you organize accounts for existing members in your Loyalty system. This article addresses how to merge accounts through CSRs using the People capabilities on your side menu of the Member CSR tab. Steps to merge accounts: Go to the Members > People. Search for the members to be merged. Account that will stay active: Account that will be merged and deactivated: Access the Member profile of t...
Members User Documentation
From the Members area, you can view and manage the members of your Loyalty program, as well as build Segments to select the members that are included in an Audience. Quick Start Guides Quick Start Guides are designed to get you up to speed quickly on a specific feature or topic in the platform. Members: The Members screen provides a single, comprehensive view of every customer in your database – both known Members and unknown visitors. Segments: Segments are groups of Members that share c...
The Campaigns area of the Loyalty platform allows you to manage Campaigns used to target Offers to your Members.
Campaign User Documentation
From the Campaigns area, you can view and manage your Offers, then use Campaigns to target those Offers to your Members. Quick Start Guides Quick Start Guides are designed to get you up to speed quickly on a specific feature or topic in the platform. Offers: Offers let clients present promotions to their Members, such as loyalty points, discounts, or merchandise. Campaigns: Campaigns are used to group together Offers into a ranked sequence, and to then target those Offers to Members. Us...
Introducing Cheetah Intelligent Offers video
Cheetah Intelligent Offers, a part of the Cheetah Personalization solution, allows marketers to design and personalize content for individualized “in-moment” experiences using advanced analytics and machine learning. Watch the Cheetah Intelligent Offers video to learn more about offer management capabilities powered by rules, machine learning, or both.
Product Documentation (Intelligent Offers)
Step-by-step guidance on how to use Intelligent Offers and its capabilities. Personalization Companion Guide -- Intelligent Offers: This document describes in detail the Intelligent Offers capability of the Personalization solution. Personalization Companion Guide -- Intelligent Messaging Offers: This document describes how to use Intelligent Offers within a Messaging Campaign.
Solution Collateral (Intelligent Offers)
Learn more about how Intelligent Offers allows marketers to design and personalize content for individualized “in-moment” experiences using advanced analytics and machine learning. Intelligent Offers Data Sheet: The attached document provides an overview of Intelligent Offers, its features, and related business benefits.
Coupon Offers Guide
The Coupon Offers guide helps you create, customize, and understand offers that can be best used for your business. You can find contents such as creating an offer, discounts, expiration, certificate codes, and much more. This guide can help you manage and create coupons seamlessly. Table of Contents Loyalty Offers Overview Coupon Lifecycle Working with Coupon Offers Create a Coupon Offer Coupon Definition Discount Type: Amount Discount Type: Percentage Discount Type: Free Discount Type: BOG...
Challenges let you engage your Loyalty Members by challenging them to perform some action or activity on behalf of your brand.
Challenge User Documentation
From the Challenges area, you can view and manage your Challenges. Quick Start Guides Quick Start Guides are designed to get you up to speed quickly on a specific feature or topic in the platform. Challenges: Challenges let you engage your Members by encouraging them to perform activities on behalf of your brand, often to earn prizes or points. User Guides and Online Help For more detailed step-by-step instructions, please see the Loyalty Online Help topics related to Challenges: Challe...
Rewards are used in the platform as a way of encouraging your Members to participate in Challenges, Offers, and other aspects of your customer loyalty program.
Rewards User Documentation
From the Rewards area, you can view and manage your loyalty program Rewards. Quick Start Guides Quick Start Guides are designed to get you up to speed quickly on a specific feature or topic in the platform. Rewards: Rewards are prizes that Members can redeem by spending their loyalty points. Badges: Badges are a type of Reward, allowing you to recognize and incentivize your Members. Members can view and share their Badges with friends and other Members. User Guides and Online Help For m...
The Rules section is used to configure a loyalty program's earn, redeem, tier, and expiration requirements.
Segment and Tier Filters in Order rules
Release 23.3.0 added the ability to configure Order Rules and apply them to a subset of a population by adding the ability to filter by segment and tiers. This gives marketers a powerful way to apply bonus rules to a subset of a population. These rules are evaluated on the Stellar POS API. Configuration The segments that appear in the drop down for Bonus Order Rules are going to follow the same rules as other objects. Only included segments can be linked. Excluded segments are not available i...
Point Expiration User Guide
Table of contents Overview Point Expiration Schemes Last Activity Every Activity Program Date Configuration Guide Last Activity Expiration Rules and Limitations Every Activity Expiration Program Date Automatic Point expiration job Overview Points expiration help you monitor activities and save the rewards customers may accumulate. In this article, we discuss best practices in understanding and using points in terms of their expiration. Point Expiration schemes Currently we support 4 differ...
Rules User Documentation
From the Rules area, you can configure different types of rules in your loyalty program, such as Tier Schemes, Earn Rules and Triggered Actions. Quick Start Guides Quick Start Guides are designed to get you up to speed quickly on a specific feature or topic in the platform. Earn Rules: Earn Rules specify how Members earn metrics (such as points) for different Activity types. Triggered Actions: Triggered Actions are used to monitor changes to a Member profile, and to then execute a specific ...
Roles and Base Permissions
Roles and Base Permissions This document serves as a reference for the initial setup of the level permission given to Customer Service Representatives (CSR). In addition, set up and default permission are included in this document. Table of contents Overview Roles Setup Overview Access for CSR users is for reviewing Member information, including offers, orders, and messages sent to the member. The CSR user roles do not have the permission level to create, update, or delete program configurat...
Access the online help documentation for Loyalty.
Marigold Loyalty Online Help
The Marigold Loyalty Online Help provides detailed step-by-step instructions for the platform. To view the Online Help, click here. Quick Links Manage your Members Create Segments to target your audience Create Rewards for your Members Define Triggered Actions Extend Offers to your Members