Page Comparison

APPS & PORTALS

Issue Key

Summary

Description

Issue Type

Release

Registration & Sign-insign-in through the front-end

• New contact registration and sign-in using the method selected by the business.

• Option to sign-in as an ‘existing customer’.

• ‘Forgot password’ option to reset password.

• Ability to select another language

• Ability to register and subsequently sign-in using:

  • Email & password

    • Apply strong password policy (if configured) 

  • Email & OTP

  • Phone & OTP

  • Facebook

    Status
    colour Yellow title roadmapped

  • When a contact selects to register, they have the option to register as an existing loyalty member providing one of the following identification methods:

  • Mobile phone numer

  • Email address

  • Loyalty card number

• Select country of agreement (residence)

• Provide a referral code upon registration possibly triggering a reward event for the referral contact.

• Accept/reject email/sms/notifications communications

• Read & accept configured T&Cs and privacy policy

• Ability to create new or link an existing CRM.COM Wallet.

• Forgot password option to reset password

Sidebar Menu menu options

• Additional options for a Contact to view and manage their settings from the front-end.

• Option to unregister from the business.

• Profile image

  • Add/remove

• Notifications

  • View/delete

• Personal information

  • Ability to edit name & surname

  • Edit optional personal information

    • Date of birth

    • Name day

    • Gender

  • Add multiple addresses

• Financial

  • Card

    • Add a card for payments

    • Add a card for rewards

      Status
      colour Yellow title roadmapped

    • Account Analysis

    • View Account transactions for a selected period of time

• Participating Schemes

  • Upon contact registration, a contact is automatically signed-up to any existing auto sign-up reward schemes.

  • A Contact can view all reward schemes that they currently participate in

  • A Contact can join a new reward scheme of type:

    • Self sign-up

    • Closed loop sign-up

      • Using a specific email domain

      • Using a unique code

  • Ability to sign-out (leave) a self sign-up or closed loop reward scheme

• Commerce Preferences

  • Contact can view their country of agreement

  • Contact can select a favourite location (to order from)

• Marketing Preferences

  • Select to accept/reject emails/sms for marketing purposes sent by the business

  • Set push notification settings for the app

  • Select the app language from a set of configured languages

• Formalities

  • View

    • Privacy policy

    • T&Cs

    • FAQs

    • Information about the app

    • Business partners

    • App version number

• Talk to Us

  • View details for customer support purposes

    • Email

    • Phone number

    • Website

• Security

  • Change password

  • Change username/sign-in credentials

    Status
    colour Yellow title roadmapped

  • Unregister

  • Ability for a contact to unregister from the business. Subsequently, if the contact wishes to re-register, then they must follow the ‘existing participant’ flow to identify themselves and add credentials to their account.

• Logout

  • Sign out form the app

Home Screen

• The Home screen is the main screen where the contact can view the most important information at a glance.

• The signed-in contact can select shortcut links to perform important actions from the front-end.

• Business wallet balance

• Reward Tier (if configured)

• Main subscription service

• Shortcuts (subject to configuration)

  • Communities (see Contact Communitites)

  • Redeem a Pass

    • Provide the pass code with/without a PIN, money is added tot the contact’s wallet

  • Top Up

    • Top-up the open wallet balance using a card on file

  • Service Requests

    • Raise a new service request

      • Select a classification

      • Add a description

      • Attach an image

      • Attach a file

    • View previous service requests raised

  • Contact Code

    • Display the contact’s code in the form of a bar code for scanning at the POS

  • Locations

    • View the business’s locations (merchants, venues)

      • In a list with address and phone details

      • On a map

      • Filter locations by

        • Industry

        • Industry sectors

        • Tags

  • Reclaim a Purchase

    • Reclaim a purchase to get awarded by:

      • Scanning a QR code

      • Scanning a Bar Code

      • Manually entering a transaction code from a receipt

  • Request Money (see Contact Communitites)

  • Send Money (see Contact Communitites)

  • Refer a Friend

    • Refer a friend to download the app using their phone or email address (based on configuration).

  • OTP to Spend

    • Contacts can request an OTP to verify their identity at the POS.

    • Contacts can request an OTP to verify their identity and specify the desired amount they wish to spend for their next purchase at the POS.

  • Donations

    Status
    colour Yellow title roadmapped

• Featured Offers and Promotions

  • View featured reward offers and promotions applicable to the contact

  • Option to see all offers & promotions (see Reward Offers & Promotions)

• View browser links to third party websites

Contact communities

• Each contact can set up their own communities and assign permissions to their members.

• Contacts can see the communities that they are a member of.

• A contact can invite other registered (person) contacts to their own community and assign them permissions.

• A contact can manage their community members.

• A contact can view communities which they are a member of.

• A contact can request money from their community owner.

• A contact can send money to a member of their own community.

• A contact can switch their community owners account and perform business events (e.g. manage other contacts, service requests, orders) based on their assigned permissions.

  Status
  colour Yellow title roadmapped

Reward Offers & Promotions

Reward Offers & Promotions

• Contacts can view reward offers and promotions which they can benefit from, along with the locations participating in the offer or promotion.

• View all Reward Offers

  • Featured reward offers are listed first

  • Select to view an offer

    • View offers short description

    • View offer long description

    • View locations offering the specific reward offer

      • In a list

      • On a map

  • Ability to track the progress of lottery offers by displaying the contact's accumulated number of entries for each lottery.

• View all Promotions

  • Select a promotion

    • View short description

    • View long description

Ordering

• Contacts can view the product catalogue, choose products and place an order based on the supply methods offered by the business.

• Select to order using one of the following supply methods:

  • Pick Up

    • For physical goods

    • Select the pick-up location

  • Delivery

    • For physical goods

    • Provide a delivery address or choose one from the contacts listed addresses

    • Contact can select merchant for delivery (based on the business network ordering model)

  • Direct sale

    • For subscription services

• If multiple order catalogues are valid at time of ordering, contact can choose which catalogue to order from.

• View the product catalogue

  • Products are grouped into main categories, or main and sub-categories.

  • Small image of the product

  • Short description of the product (2 lines)

  • Product price in the currency of the contact's country of agreement.

  • Products not available for ordering appear greyed out.

  • Search for a product across all categories

• Select a product

  • See the product image

  • View its description

  • Select/deselect component options for physical goods

  • Select a price plan for subscription services

  • Select quantity of product to order

  • Add optional product order notes

  • Add product to cart

• Shopping Cart

  • View ordered items, adjust their quantitites, remove from shopping cart

  • View and order upsell products

  • View and order cross sell products

  • Add order notes

  • Validate that minimum order amount has been reached (if configured)

  • Delivery

    • Delivery charge added (if applicable)

  • Subcription service

    • Next billing period

    • Nect billing date

    • Next billing amount

    • Next payment due

  • Payment options

    • As configured in fulfilment policy

    • Use available account/wallet funds subject to configuration

  • Apply promotion discounts

  • Display amount due

• View Order details prior to placing the order

• Order Confirmation

  • Successful order confirmation with order number and ordered items is shown.

  • Pick up order - address, phone, pick up time displayed.

  • Delivery order - delivery address, delivery time displayed.

• Meaningful message is displayed in cases when an order cannot be fulfilled. 

• Re-order (for delivery and pick up orders)

  • View previous orders with the ability to reorder the same products with the same supply method and delivery address (if a delivery order)

Manage Subscriptions & Services

• Contacts can view and manage their subscription and/or services.

Permitted subscription and service actions:

1 ) Supported subscription actions 

     a) Change billing day
     b) Change payment method

2 ) Supported changes to scheduled actions

     a) Cancel
     b) Update

3 ) Supported service actions

     a) Activate
     b) Deactivate
     c) Pause
     d) Resume
     e) Change
     f) Cancel
     g) Regret

Wallet

• Contacts can see all their wallet balances and if there are any restrictions on spending certain amounts.

• View a breakdown of wallet actions for a selected period of time.

• View all wallet transactions in chronological order.

• View CRM.COM Wallet Open balance and Business Open & Commerce balances.

• View Commerce Wallet money breakdown with spending conditions and expiry date.

• View summarised wallet transactions for a selected time period

  • Total top ups

  • Total spent amount (commerce wallet funds)

  • Total amount sent (to community members)

  • Total amount received (from community owners)

• View Wallet Analysis transactions and details in descending chronological order.