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COMMUNICATIONS

Issue Key

Summary

Description

Issue Type

Release

V5-1245

Ability to create rich push notifications 

In-App push notifications enhanced to support images.

Improvement

5.4.0.0

V5-1232

Create default Automation upon Merchant Registration 

Upon Merchant registration, a default, inactive (to be enabled by the Merchant) Automation will be automatically created. The Automation trigger point will be Contact Registration, whereby a push notification will be sent to the Contact, welcoming them and informing them that they must enable and set their spending preferences.

Improvement

5.4.3.0

V5-1167

Shared Communication Integrations between Service Owner and Business

Service Owner communication integrations (and not Business) will be used only for contact registry auth communications and user creation and email verification resend during business registration

Improvement

5.3.5.0

V5-1147

Disabled Integrations and communications/automation

When an integration has been enabled and then disabled, do not display it as an option to select in Communications and Automation.

Improvement

5.3.4.0

V5-1115

New Communication tag #contact.email

New Communication tag contact. email representing a contact’s email address. 

Improvement

5.3.1.1

V5-1103

The ability for contact to unsubscribe from receiving communications (emails/sms)

The ability for contact to unsubscribe from receiving communications (emails/sms)

New Feature

5.4.0.0

V5-1068

Prevent deletion of a segment that is used by an offer

Prevent deletion of a segment that is used by an offer

Improvement

5.3.3.0

V5-1046

Communication plan enhancement

The ability for the system to not send the same communication plan to contacts of a segment that have already received it.

E.G. If a Communication Plan has been scheduled and posted to Contacts in a segment if the same Communication Plan is rescheduled to be posted, those Contacts who have already received the communication should not receive it again. 

Improvement

Candidate Features

V5-841

Ability to notify 'fulfilled by' merchant on order creation

Ability to notify ‘fulfilled by’ merchant on order creation through Automation - either email or SMS.

New Feature

5.3.0.0

V5-828

New contacts.phone_number tag in Communication Plans

New contacts.phone_number tag in Communication Plans

Improvement

5.2.4.0

V5-796

HTML for Email Communications

Ability to embed HTML in email communications.

Applicable for Communication Plans and Automation.

Make sure we do not use the word notifications / use only communications.

We do not need rich text for in-app.

Improvement

5.3.0.0

V5-791

New contact.balances tag 

  1. Create Communication Tag #contact. Balances to return all the contact's accounts and wallet balances.

  2. The following tags are not returning values.

  • #account.balance

  • #wallet.balance

  • #wallet.open_balance

  • #wallet.comerce_balance

Improvement

5.3.2.0

V5-734

Save the Communication plan as a draft without setting scheduler settings

Have the option to save a communication plan as ‘Draft’ without the need to set the scheduler settings.

Improvement

5.2.3.0

V5-733

Restrict the number of times a contact receives a communication plan message.

Have the option to not send the same email to contacts that have already received this communication plan the last X days

New Feature

Candidate Features

V5-661

Ability to ignore opt-in/opt-out settings for all communications

When configuring communication plans and communications with automation, there should be an option to override the contact's opt-in/opt-out settings in order to force communications. 

Improvement

5.2.2.0

V5-22

Event-Based Communications

Ability to define a message with optional tags for personalisation that is sent when an event takes place, such as an award, a spend or a payment.

Story

5.2.0.0

V5-21

Integrations

Marketing

  • MailChimp

Analytics

  • Mixpanel

Communications

  • SMTP

  • SMPP

  • Twilio

Story

5.1.0.0

V5-20

Communication Templates

Templates are used to define a pre-formatted message (subject and content) that allows a business to quickly and easily create communication plans. The content of a communication template can be dynamically customisable for each recipient by including communication tags that will be replaced by contact-specific information.

Story

5.1.0.0

V5-19

Tracking a Link (for email only)

Identifies when a link in an email has been visited.

Story

Candidate Features

V5-18

Communication Viewed (for email only)

Identifies when an email has been viewed. 

Story

Candidate Features

V5-17

Communication Tags

Communication Tags allow an organisation to create personalised communications for their contacts quickly and easily. 

Story

5.2.0.0

V5-16

Communication Plans

Communication Plans provide a means for the organisation to re-engage its contacts (e.g. announce new reward offers). They can be scheduled to run once at a set date and time or repeatedly within a date range. The recipients are defined using segments. 

Story

5.1.0.0

V5-14

Create, Update, and View Communications

Create, update and view communication in multiple languages.

Available channels are Email, SMS, in-app, and device.

Story

5.1.0.0

V5-2321

Ability to create communication templates for Orders

Ability to create a communication template for Orders using existing tags.
Email/preview and print or save an Order as a PDF    

New Feature

5.4.5.4

V5-2265

 Ability to use editor templates to email documents or print  

1 ) Create communication templates from Settings instead of via a communication plan or an automation communication.

2 ) Communication templates can be used to:

      a) Email a document (e.g. an Invoice) to a contact's email address
      b) Preview a document (e.g. an Invoice), then print or save it as PDF   
      c) Communicate to a contact or system user either using a communication plan or an automation

3 ) Ability to update and delete a communications template 

4 ) New communication tags.

New Feature

5.4.5.2

V5-2144

Ability to include Service Requests charges/Order Items table in communications 

A new communication tag #service_request.charges_table to allow for Service Request charges to be displayed as they appear on the Service Request screen.

Improvement

5.4.5.4

V5-2841

A new rich text editor implemented

CKEditor is to be integrated as CRM.COM's rich text editor, replacing the existing editor

Task

5.4.6.3

V5-2596

Have the ability to set up communication templates for financial transactions.

Provide the ability to configure communication templates for Payments, Refunds, Credit Notes and Payouts that can be used for printout and email actions.

Improvement

5.5.1.0

V5-3003

Ability to include custom fields in communication templates

Ability to include custom fields in communication templates. The feature includes contact custom fields (the contact of each event) as well as the custom fields of the entity as such (e.g. Orders)

Improvement

5.5.1.0

V5-2595

Ability to set up communication templates for Service Requests

Provide the ability to configure communication templates for Service Requests that can be used for printout and email actions 

Improvement

 

V5-3621

Ability to define whether to communicate the contact statement per month or year

Ability to define whether to communicate the contact statement per month or year. In the first case, which remains the default option, the contact receives the statement for the current month. Otherwise, the contact receives the statement for the current year.
New communication tags:
#contact.monthly_statement
#contact.annual_statement
Note: If a contact has multiple accounts, then only the default (primary) account statement will be sent (via communication plans)

Improvement

5.5.3.2

V5-3809

Include a contact's primary address in communications

Implement #contact.primary_address communication tag to be used when setting up communication templates for an entity (e.g. Orders) and in Automation

Improvement

5.5.3.4

V5-2370

Communications improvements for Service Requests

  1. Ability to include Contact and SR tags (e.g. SR number, Contact name and urgency level) in the subject of email communication for templates and automation 

  2. New regression communication tag for SR - the ability to have the regression reason in the communication sent upon regressing an SR to a previous status 

Improvement

5.5.3.4

V5-733

Restrict the number of times a contact receives a communication plan message

Have the option to not send the same email to contacts who have already received a specific communication plan during the last X days

New Feature

5.5.4.1

V5-4831

Support of reward offer communication tags in Automations

Provide the ability to include a reward offer’s information in communications sent on Activating a Reward Offer.

Improvement

5.6.0.6

V5-5139

Ability to configure the delivery time of a communication sent over SMPP

Ability to configure the delivery time of a communication sent over SMPP

Improvement

5.6.9.0