> For the complete documentation index, see [llms.txt](https://docs.omnichat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnichat.ai/en/release-note/may-29-2024.md).

# May 29, 2024

Hello, dear Omnichat users!

Here are the latest feature updates:

1. [**Omnichat’s Loyalty Point Feature is live**](#omnichat-loyalty-points-new-feature-launched)**:** Easily convert your customers’ online and offline purchases into loyalty points to reward and retain them.
2. [**Broadcast Test Feature is Live**](#broadcast-test-feature-setting-up-test-lists-and-sending-test-messages)

   a. You can create test lists on social contacts

   b. You can send broadcast messages to your test lists
3. [**Settings: You can now set the display language on the customer side**](#settings-language-adjustment-is-now-available-on-team-profile)
4. [**Other Improvements:**](#other-feature-improvements)

   a. Social Contacts 2.0: you can now edit the tags

   b. Conversation 2.0: Added WhatsApp conversation country code field, automatically records the last used country code

## Omnichat Loyalty Points: New Feature Launched!

🙌🏻 **Tiers:** Loyalty point add-on purchase is required

📍 **Feature Navigation:** Reports > [Points](https://console.omnichat.ai/loyalty-points-log)

If you do not have a centralized loyalty system for rewarding your customers or your pointing system is tied to branches in other countries, making it difficult to create localized loyalty campaigns, the Omnichat loyalty point feature can help you.

With the Omnichat loyalty points feature you can convert your customers’ online and in-store transitions or other activities like event attendance into redeemable points. You can also create different membership tiers and customizable rewards based on your customer’s loyalty points.

{% hint style="info" %}
WhatsApp channel integration is required for using this feature
{% endhint %}

### **Point Conversion Formula**

Before getting started, please provide our customer support team with your desired points conversion formula.

* Each team can only provide one conversion formula (e.g., $1 = 1 Point, $1 = 2 Points).
* Once the formula is set, it cannot be changed, and currency conversion is not supported

### Points terminologies

* **Point Balance:** Current points available for the customer to use(May reduce due to coupon redemption, product returns, etc.)
* **Accumulated Points:** Total points accumulated by the customer from day one until now

### Different methods for adding and deducting points:

1. **Online purchases on your official website, tracked by Omnichat pixel**

Omnichat pixel can easily track each transaction and automatically convert it into loyalty points for each customer according to the set conversion formula.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FLQ548LZqriGa2PMdSYaz%2FScreenshot%202024-05-29%20at%203.14.09%E2%80%AFPM.png?alt=media&amp;token=7f6026a9-d18c-4b44-9c48-185486135859" alt=""><figcaption></figcaption></figure>

2. **Manual import**

For in-store purchases or other activities you can **manually import** the list of your customers with the number of points you would like to add or deduct for each of them. Once the upload is completed, the system will automatically update each contact’s accumulated points and point balance accordingly.

**How to import points:**

* Only supports importing **social contacts** + importing point data via **WhatsApp**
* The import process is as follows:

**➊ Import File:**

* Channel: Only supports importing points via WhatsApp. Once selected, the following options will be displayed.
* You can toggle the switch to decide whether the imported file will deduct points from the accumulated balance simultaneously.

**➋ Data Mapping: Automatically identifies the Point Balance column as "Add/Subtract Points".**

* Add points: {value}, Deduct points: -{value}.

**➌ Data Validation and Corresponding Logic after Import:**

* Adding points will simultaneously increase the "Point Balance" and "accumulated Points".
* If "Deduct Accumulated Points" is enabled, it will correspondingly deduct the points set in the balance of that data entry.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FXyoFCKyWclSmEy3KyvDu%2FScreenshot%202024-05-29%20at%203.22.17%E2%80%AFPM.png?alt=media&amp;token=592350c5-586d-4fc7-b3fa-e8cd320514ad" alt=""><figcaption></figcaption></figure>

3. **Customer Journeys**

By using our new journey node, “adding/deducting points balance” you can add or deduct points balance.

This feature will help you reward your customers with loyalty points upon completing certain activities such as filling out surveys, attending events, submitting feedback forms, scanning QR codes, etc or you can deduct points if they return some items or get refunds, etc.

* Adding: Triggers to increase the points balance and accumulated points after activation
* Deduction: Triggers to deduct from the points balance (will not deduct accumulated points) after activation

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FkDtk7mZPuVWhPJIucGtM%2FScreenshot%202024-05-29%20at%203.59.54%E2%80%AFPM.png?alt=media&amp;token=0835f7a1-9148-4cb2-a869-515da8d9f1c3" alt=""><figcaption></figcaption></figure>

4. **Point redemption through coupons**

We have added a dedicated section to our coupon setting page where you can create coupons with a specific number of points to be deducted from customers upon redemption. Customers can enjoy discounts or free services by redeeming these coupons using their loyalty points.

* Before proceeding to set up, select a marketing type coupon
* Redemption Settings - Redeem with points (switching on the toggle opens additional settings below)
  * Points to deduct for redemption: Manually input any value
  * Insufficient Points Error Message:
    * Error message for when points are insufficient
    * Option to include points balance variable for customers.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FYW6dGAd7gx66ql59qKz7%2FScreenshot%202024-05-29%20at%204.44.05%E2%80%AFPM.png?alt=media&amp;token=defc47fa-f033-4486-8134-c64313ee1da5" alt=""><figcaption></figcaption></figure>

### Viewing the customers’ accumulated points and point balance

Where can you see your customer’s points:

1. **Omnichat Reports:** All the point transactions for each user will be recorded on Omnichat’s backend under Reports > Points (You can export the report for specific members or time periods)

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FUjY5Mt0jzNP9lH5vpLwE%2FScreenshot%202024-05-29%20at%204.20.15%E2%80%AFPM.png?alt=media&amp;token=d8634183-01b0-4cbd-95aa-c0f28e9514da" alt=""><figcaption></figcaption></figure>

* Search Range based on time:
  * Default is within the last 30 days
  * Maximum search range is 90 days
* Keyword Search Scope:
  * Customer name
  * Member ID
  * Email
  * Phone
* Explanation of Update Reason Field: There are four scenarios for points update reason:

  | Points Update Reason                 | Trigger Method                                                          |
  | ------------------------------------ | ----------------------------------------------------------------------- |
  | Website order completed              | Completed order on official website and points conversion through Pixel |
  | Coupon Redeem                        | Confirmed deduction of points for coupon redemption                     |
  | Customer journey across all channels | Completed trigger for points calculation action node                    |
  | Import customer data                 | Successfully imported points data                                       |

2. **Customer Management & Social Contact 2.0:** Social CDP > Customer Management or Social Contact 2.0 > Find the contact you want to view > Action > View Details

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FKxxE84IqTJRH9d6zADsG%2FScreenshot%202024-05-29%20at%204.21.33%E2%80%AFPM.png?alt=media&amp;token=d0c528ab-fb77-4d2b-8895-fd4cc14705c4" alt=""><figcaption></figcaption></figure>

2. **Conversation 2.0:** On the right side-pannel “Customer Information”, there is a dedicated section where you can see the customer’s Accumulated Points and Points Balance

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FzH0cxPP2Qrm9QBavGmhN%2FScreenshot%202024-05-29%20at%204.26.25%E2%80%AFPM.png?alt=media&amp;token=76035014-ff19-4cda-b7fc-3471de5c4b2d" alt=""><figcaption></figcaption></figure>

### Chatbot Cards - Conditional Reply, Message Cards

Also you can filter customers based on their number of points on our chatbot or add their accumulated points and point balance variables into messages you send them

* Our chatbot’s Conditional reply cards support segmentation/filtering based on points balance and accumulated points.
* Message cards support adding points balance and accumulated points variables (only supported on WhatsApp platform).

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FGYP3BZBn8rDHC6zifavi%2FScreenshot%202024-05-29%20at%204.37.01%E2%80%AFPM.png?alt=media&amp;token=da2ae835-fcc1-47e7-8637-ccafb05876c3" alt=""><figcaption></figcaption></figure>

## Broadcast Test Feature: Setting up test lists and sending test messages

🙌🏻 **Tiers**: All plans that include marketing

The long-awaited broadcast test feature is now live!

Sending test broadcast messages involves two steps:

1. Creating the test lists: Add the team members who frequently assist with testing to a list for easy selection in the future.
2. Sending test messages: After setting up the broadcast content, you can choose to send test messages to some or all members of the test list.

### **Social Contacts: Creating Test Lists**

**📍Feature Navigation:** [Social Contacts 2.0](https://console.omnichat.ai/social-contact-management/facebook/1905757959685752)

You can add up to 100 contacts to a test list for a single channel. Multiple team members can be included in the list, and you can send test messages to up to 5 contacts at a time.

**Steps to Create a Test List:**

1. Select the contacts you want to add to the test list.
2. Click on the “More” button in the top right corner > **Add to Test List.**

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fp5vCNZHsgZO6e2pgVmHu%2FScreenshot%202024-05-29%20at%205.08.39%E2%80%AFPM.png?alt=media&amp;token=e07dc264-ee53-4b59-8a08-511b25e05629" alt=""><figcaption></figcaption></figure>

**View and Remove Contacts from the Test List:**

1. Click on the “More” button in the top right corner > View Test List.
2. Click the delete icon next to the contact action to remove the contact from the test list.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2Fvzh4Xr19IowSPOG77EVv%2FScreenshot%202024-05-29%20at%205.14.07%E2%80%AFPM.png?alt=media&amp;token=39bd310a-775d-4052-99d3-6822db5c14df" alt=""><figcaption></figcaption></figure>

### Broadcast: Sending Test Messages

📍**Feature Navigation:** [Broadcast](https://console.omnichat.ai/broadcast)

You must complete "Creating Test Lists" before sending test messages!

When broadcasting, there are two steps: audience settings and broadcast settings.

Sending test messages after completing the broadcast content settings:

1. Click the "Send Test Message" button in the top right corner.
2. Select the contacts from the test list to whom you wish to send the test message.

You can send to up to five contacts at a time. Test messages are sent immediately and will inform you of the result, but they will not generate a "push record."

⚠️ Please note that sending test messages via LINE and WhatsApp will be charged at the regular broadcast message rate.

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FDOmsbjQfQgwSZGEuHghV%2FScreenshot%202024-05-29%20at%205.21.20%E2%80%AFPM.png?alt=media&amp;token=0989aef0-b1b1-4d1c-a7e1-583e8b0b0557" alt=""><figcaption></figcaption></figure>

## Settings: Language Adjustment is Now Available on Team Profile

📍 **Feature Navigation:** Settings> [Team Profile](https://console.omnichat.ai/team-profile)

Available languages:

* Traditional Chinese
* Simplified Chinese
* English

This setting applies to:

* Webchat plugins
* WhatsApp member card messages
* Coupon redemption button text

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FbXkfcMnw5wWZWEO8FgBG%2FScreenshot%202024-05-29%20at%205.23.08%E2%80%AFPM.png?alt=media&amp;token=d57fdd13-0cb8-4b29-b2ca-b9f5888622da" alt=""><figcaption></figcaption></figure>

## Other Feature Improvements

1. Social Contacts 2.0: you can now edit the tags
2. . Conversation 2.0: Added WhatsApp conversation country code field, automatically records the last used country code

<figure><img src="https://2848678129-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3u2I1osIy6mEi07X1z46%2Fuploads%2FDagE9oTux7X5zd4O3waZ%2FScreenshot%202024-05-29%20at%205.23.43%E2%80%AFPM.png?alt=media&amp;token=0bbc16e5-64fc-4179-8285-7dcf488304ac" alt=""><figcaption></figcaption></figure>
