Product Overview

An overview of Loyalty and recent releases.

  • Loyalty Release Notes
    Detailed information about the latest releases of Marigold Loyalty. All features and fixes are automatically available to all customers upon upgrade to version 24.3.0 unless otherwise stated. Features and Capabilities Member CSR Streamlined Grant Award Process An improvement has been made to the Grant Award process for Customer Service Representative (CSRs). The list of rewards available for selection when granting awards to members has been refined. The key change is the automatic filtering ...
  • 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
    Please find below the upcoming dates for Marigold Loyalty Releases.  For details on upcoming releases, please see Marigold Loyalty Release Notes Note: No downtime associated with the below releases    Staging Release 24.3.0 All: July 22nd through July 25th  Customer Testing Period Group 1: July 29 through August 2nd Group 2: July 29th through August 9th  Production Release 24.2.1 Group 1: August 5th through August 8th Group 2: August 12th through August 15th ______________________...
  • 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 Marigold Loyalty.   Loyalty Glossary Glossary of Terms: Definitions for many common Loyalty terms and concepts.  Integration with Engage+ See the below guides for more information on how to integrate your Loyalty data with Engage+.  Loyalty / Engage+ Integration Guide -- Event-triggered Campaigns:  How to use a Loyalty act...
  • Loyalty Glossary of Terms
    Loyalty Glossary  Overview The purpose of this document is to provide definitions for various terms and assets used throughout the Marigold 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 con...

Contact Support

  • Contacting Support
    Hi There! If you were not able to find the answer to your question in our resources, we would be happy to assist. Please reach out to us via our Support Portal to submit a Support Case. For urgent requests, we can also be reached by phone at the numbers listed below. Australia +61 2 8311 1006 - 24/7 English Language Support France +33 366 880 075 - 24/7 English Language Support - 9:00 – 18:00 French Language Support Germany +49 211 38769 045 - 24/7 English Language Support - 9:00 – ...

Technical Documentation

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 Marigold 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 Hi...
  • Member API
    The Member API can be used to manage data and actions inside the EDP and Marigold 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 Marigold Product Management 1.1 September 2021 Added version history Marigold Product Management  
  • Program API
    The Program API can be used to integrate third-party systems with the EDP and Marigold 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 Marigold Product Management 1.1 September 2021 Added version histo...
  • Software Development Kits
    Marigold Loyalty provides tools to help developers build applications rapidly. We provide platform-specific SDKs that will seamlessly connect to our web services. Introductory Discussions: Basic use cases for building loyalty apps.  Javascript SDK Resources: Guide developers in enhancing their brand website to display loyalty content such as challenges, offers, rewards and member profiles from Marigold Loyalty. Android SDK Resources: A collection of libraries to aid developers in creating And...
  • Security Documentation
    An overview of Marigold Loyalty's security provisions and standards. Marigold Loyalty Security Overview Marigold 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. Marigold Loyalty Campaigns - Configuration Guide Marigold Loyalty Messages - Configuration Guide Marigold Loyalty Email Templates - Developer Guide Marigold Loyalty POS API - Developer Guide Marigold Loyalty HTML Games - Developer Guide Marigold Loyalty Phoenix Query - Developer Guide  

Integration Documentation

  • Loyalty Event-Triggered Transactional Journeys with Engage Setup Guide
    Overview Triggers are a type of rule within the Loyalty platform that are used to monitor changes to a Loyalty Member and to execute a specific action when a specific condition is satisfied. Triggers contain a definition, a condition, and an action. The definition specifies what should be monitored and, when the definition occurs, checks the condition. If satisfied, the triggered action will then be invoked. The action specifies what the platform should do once the condition is met, such as s...
  • Loyalty Scheduled Jobs with Engage Setup Guide
    Overview Scheduled Jobs in Loyalty are pre-programmed tasks that can be completed at a specified time or on a recurrent basis. Each Scheduled Job executes a Loyalty action, such as sending a batch message or updating an attribute. The Scheduled Jobs screen prompts the user to enter the parameters for the selected action and also optionally to pass custom parameters to the action. Specific scheduled job types are Grant Anniversary and Send Expiry Notifier. The Grant Anniversary Job allows date...
  • SFTP and S3 Connector Configuration Guide
    Create a Connection Profile Connectors are used to integrate Loyalty with other Marigold applications and with third-party platforms. Connectors contain the information needed to manage the integration such as API endpoints, login credentials, etc. The collection of settings and properties are saved as a reusable asset called a Connection Profile. Navigate to Admin > Integrations > Connectors and set the value as either an FTP or an Amazon S3 connection profile.    Example FTP Connection Prof...
  • mParticle Inbound Connector Setup in Marigold Loyalty
    Overview mParticle exports events and updates by streaming data to an HTTPS endpoint or to an AWS Lambda function. When an update occurs, a request is made with its contents.  An mParticle Inbound Connector has been added that supports new customer registrations and updates to customer attributes. Since the data format is standardized in mParticle, marketers can map, transform, and store it as updated customer attributes and activities.   Inbound Connector Setup in Loyalty A connector setting...
  • 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...

Point of Sale

  • Payment Information
    Overview It is common practice in Loyalty programs to capture payment information from point of sale (POS) requests. Using the payment program, you can incentivize customers by offering them benefits based on the payment method. Benefits Capturing payment information help customers by awarding bonus points for purchases. Use payment information for punch card evaluation and order rules. Associating an content token to a Loyalty member once a user signs up on the platform and previously ...

Members

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 Marigold 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 Merge API User Guide
    Overview Customers can save time, be more efficient, and have more flexibility in their member management through member profile merge automation. This can be done either via a central system, such as a Customer Relationship Management System (CRM) or a Customer Data Platform (CDP), e.g., or through an internal support network or help desk queue.  Through the Member Merge API, customers can now automate the member merge process. The central system will send an API call to Marigold Loyalty wit...
  • Segment Holdout Groups Setup Guide
    Overview A holdout group is a group of users who is “held back” from activity, such as an email message, for example, while the remainder of the group, or segment, will receive the message. The behavior of the two groups is then compared to evaluate how their performance varies based on how the marketing campaign did or did not impact them.  Marketers can specify a portion of Loyalty segments, and the system will randomly assign members to be held out. Communication and promotion access are s...
  • Batch Merge via Scheduled Job
    Overview To schedule automated processing for account merge requests, you can perform a batch merge through a scheduled job. The scheduled job processing provides the flexibility to initiate a merge from your main system by sending a file on a schedule to be processed.This feature automates and simplifies the process of merging member accounts via a file drop with minimal manual input. This article addresses how to set up a scheduled job to perform a batch merge.   Create a New Scheduled Job ...
  • Member Merge FAQs
    Helpful information covering Member Merge topics Q. What information from the Source Member ID record is written into the Member ID record, e.g., attributes, preferences, orders, and activities? For points, are the balances added or are transactions merged to provide the new balance, etc.? A. A Customer can configure what records, metrics, objects, etc. are included in the Merge using the Program Settings under the Merge Accounts Category. There are 6 Program Settings for merge accounts: Mem...
  • Member Attributes Guide
    The Member Attributes guide covers how you can create, edit, and delete member attributes. Marigold 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 Attri...
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Campaigns

The Campaigns area of the Loyalty platform allows you to manage Campaigns used to target Offers to your Members.

  • Wallet Pass Setup Guide
    Overview What is a Mobile Wallet?   Mobile Wallet is a feature provided  by external technology such as Apple, Google, Samsung, and others. The Mobile Wallet digitizes credit cards, gift cards, event tickets, plane tickets, offers, and coupons, Loyalty/membership cards, and other types of assets. Users are able to access these items in the form of a ‘Pass’ within a Wallet on their mobile devices - such as mobile phones, tablets, etc. Apple, Google, and Samsung are the main Mobile Wallet provi...
  • 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 Marigold Intelligent Offers video
    Marigold Intelligent Offers, a part of the Marigold Personalization solution, allows marketers to design and personalize content for individualized “in-moment” experiences using advanced analytics and machine learning.  Watch the Marigold 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 Working with Coupon Offers Certificate Codes  Other Coupon Offer Options Offer Responses  Offer-type Rewards  Triggered Actions  Loyalty Offers Overview This document serves as ...

Challenges

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

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.

  • Dynamic Rewards Setup Guide
    Overview Marigold Loyalty’s Dynamic Rewards allow customers the ability to dynamically reward a member with a variable discount based on their point balance (versus a static reward). Through the use of the Redeem Dynamic Reward API, brands can calculate the cost of the rewards and apply an applicable discount, debit the points from a member based on the number of points converted to a discount, or in the case of a return, credit the points previously deducted. Note that the variable points an...
  • 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...

Rules

The Rules section is used to configure a loyalty program's earn, redeem, tier, and expiration requirements.

  • Segment and Tier Filters in Order rules
    Marigold Loyalty has 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 helps you monitor activities and save the rewards customers may accumulate. This article includes best practices in understanding and using points in terms of their expiration. Point Expiration schemes Loyalty supports 4 different types...
  • 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 ...

Admin

  • 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...

Analytics

Marigold Loyalty's Analytics are used to optimize customer experiences through real-time engagement, iterative strategies, and the timely identification of trends and behaviors.

  • Enhanced Analytics in Marigold Loyalty
    Overview Marigold is adopting a standardized analytics dashboard across several products, including Marigold Loyalty. In turn, the existing custom dashboard in Loyalty will be migrated to this new platform. The new dashboard will be embedded automatically upon adoption.   What is similar? As with the current dashboard, the new platform enables marketers to get feedback on the performance of the program when measured against target objectives. The collection of granular data such as individual...

Loyalty Online Help

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