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Contact communities

Each contact can set up their own

APPS & PORTALS

Issue Key

Summary

Description

Issue Type

Release

V5-5015

Registration & sign-in through from 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.

    , select communication settings

    • 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

      • 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

    V5-5016

    Sidebar menu options

    Additional

    options

    for a Contact

    to view and manage

    their settings from the front-end.

  • Option to unregister from the business.

    • contact settings

    • 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

        • 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

      • 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 ScreenV5-5017

    		The

    Home screen

    is the main screen where the contact can view the most

    to view important information at a glance

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

    and perform main actions

    • 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.

    • 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

    V5-5018

    Create contact communities and assign permissions

    to their members. Contacts can see the communities that they are a member of.

    , view joined communities

    • 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.

    V5-5019

    Contacts can view their applicable 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.

    with participating locations

    • 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 V5-5020

    Contacts can view

    the product catalogue, choose products

    and

    place an order based on the supply methods

    order products 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)

    V5-5021

    Manage Subscriptions & Services

    Contacts can view and manage their subscription

    contact Subscriptions and/or

    services.

    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 V5-5022

    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 their Wallet transactions and spending restrictions

    • 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.

    ...