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APPS & PORTALS

Issue Key

Summary

Description

Issue Type

Release

V5-5015

Registration & sign-in from the front-end, 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 to view and manage 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

V5-5017

Home screen to view important information at a glance 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, 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 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

V5-5020

Contacts can select view and 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 contact Subscriptions 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

V5-5022

Contacts can 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.

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