Documentation Center Release Notes

This page contains brief descriptions of what has been modified or added in the Documentation Center based on production release dates.

Release: April 9, 2021

This release includes the addition of new content for the Campaigns, Audiences, and Insights Modules. In addition, the SessionM API docs have been revised with modifications for the Data Privacy and Authorization Tokens APIs (now removed). Finally, the release contains new integration documentation associated with SessionM data as it pertains to the Salesforce Service Cloud and the NCR Business Service Platform.

Campaigns and Audiences Module UIs

New Procedural and Conceptual Content

  • Updates to reflect the functionality for bulk offer issuance.

Insights Module UI

New Procedural and Conceptual Content

  • Updates to reflect the current state of the Insights Module, namely discussion on the Campaigns tab.

SessionM Core APIs

Updated Technical Content

  • For the Data Privacy API, updates to sections that address privacy requests.
  • Removal of the Authorization Tokens API documentation.

SessionM Loyalty for Service Cloud Administration Guide

New Integration Content

  • New content for the installation and configuration of the SessionM Loyalty Cloud and its integration with the Salesforce Service Cloud.

SessionM Loyalty for Service Cloud Migration Guide

New Integration Content

  • Newly added document that addresses migration steps for SessionM Loyalty and the Salesforce Service Cloud.

NCR Business Service Platform-to-SessionM Data Mapping Guide

New Integration Documentation

  • Creation of new document that maps properties used by the NCR Business Service Platform (BSP) to the corresponding SessionM properties.

Release: February 9, 2021

This release includes the addition of new content for the Campaigns, Customers, and Insights Modules as well as a new version of the SessionM Loyalty for Service Cloud Administration Guide.

Campaigns Module UI

New Procedural and Conceptual Content

  • Updates to reflect the current state of the Campaigns Module, namely discussion on the Monitoring view.

Customers Module UI

New Procedural and Conceptual Content

  • Updates to reflect the current state of the Customers Module, namely discussion on the Promo Codes sub-tab.

Insights Module UI

New Procedural and Conceptual Content

  • Updates to reflect the current state of the Insights Module, namely discussion on the Loyalty Health tab.

SessionM Loyalty for Service Cloud Administration Guide

New Integration Content

  • New content for the installation and configuration of the SessionM Loyalty Cloud and its integration with the Salesforce Service Cloud.

Release: December 10, 2020

This release includes the addition of new content for the Campaigns Module as well as a new version of the SFMC Data Extensions document. In addition, the SessionM API docs have been revised for new identity services content and reviewed for the presence of any possible client data.

Campaigns Module UI

New Procedural and Conceptual Content

  • Updates to reflect the current state of the Campaigns module.

Salesforce Marketing Cloud - Data Extensions

New Integration Content

  • New Reward Store data extension in Salesforce Marketing Cloud Data Extensions document.

SessionM Core APIs

Updated Technical Content

  • For the Identity Services API, updates to section that covers logging a customer in with a user name and password.
  • For all API documentation, modifications to any potential client data.

Release: October 19, 2020

This release includes the addition of new content on the Stored Value Cards tab of the Customers Module as well as a new document that describes the platform's integration with the NCR Silver POS system. In addition, the documentation center now offers a new summary of the platform's core APIs.

Stored Value Cards Tab of Customers Module UI

New Procedural and Conceptual Content

  • Updates to reflect Stored Value Cards functionality for managing registered, lost, reported stolen, stolen, and expired cards.

NCR Silver Integration

New Integration Documentation

  • Creation of new document that details the integration of the SessionM loyalty platform with the NCR Silver point-of-sale system.

Core APIs One-Sheet

New Summary Documentation

  • Creation of new one-sheet summary of the SessionM Platform's core APIs.

Release: September 9, 2020

This release includes new documentation for APIs that support campaigns and their management objects as well as for APIs that support point-of-sale (POS) systems. Some of these changes address documentation tickets stipulated for the 2020.3 release.

Note that NCR Silver Integration documentation will be available next week. It will detail the integration of the SessionM loyalty platform with the NCS Silver point-of-sale system.

Campaigns and Campaigns Management APIs

New/Updated Technical Content

  • Updates for the Campaigns API as well as the addition of new Campaigns Management API. Revisions for new routes, new JSON request/response samples, and updated attribute descriptions. Includes new content for the 2020.3 release.

POS APIs

Updated Technical Content

  • Updates for the POS APIs. Revisions include corrections and additional content for the 2020.3 release.

Release: August 10, 2020

This release includes the addition of a new guide for the Audience Composer Module as well as changes to the user docs for the Data Privacy tab of the Customers Module. In addition, new documentation has been added for the Data Privacy API.

Audience Composer Module UI

New Procedural and Conceptual Content

  • Updates to reflect the Audience Composer Module's functionality for composing new audience queries, creating audiences, and exporting audience data.

Data Privacy Tab of the Customers Module UI

New/Updated Procedural and Conceptual Content

  • Additions for features that export customer data.
  • Additions for features that restrict or reinstate customer data processing.
  • Additions for features that forget - or remove - customer accounts and their data.

Data Privacy API

Updated Conceptual Content

  • Updates that describe how the Data Privacy API works.

Release: July 14, 2020

This release primarily reflects changes to the user docs for the Admin & Rights and Campaigns Modules as well as the core API doc for the SMS Validation API. Note that several of these changes address documentation tickets stipulated for the 2020.2 release.

Admin & Rights Module UI

New/Updated Procedural and Conceptual Content

  • Additions for features supporting the configuration and maintenance of messaging providers and their associated message templates.
  • Additions to reflect the configuration of SSO and SAML settings that enable SSO providers.

Campaigns Module UI

New/Updated Procedural and Conceptual Content

  • Updates to reflect features supporting required opt-ins for campaigns.

SMS Validation API

New/Updated Procedural and Conceptual Content

  • Updates for new SMS Validation API routes.

Release: June 3, 2020

This release primarily reflects changes to the user docs for the Audience, Customer, and Campaigns Modules as well as general corrections applied across the documentation set. Note that several of these changes address documentation tickets stipulated for the 2020.1.2 release.

Audience Module UI

New/Updated Procedural and Conceptual Content

  • Update to align UI doc with current state of the module.
  • Update to reflect features supporting Boolean logic added to the audience builder.

Customers Module UI

New/Updated Procedural and Conceptual Content

  • Update to align UI doc with current state of the module.
  • Expansion of "learn" topics on customer profiles and customer engagement in the activity log.

Campaign Module UI

New/Updated Procedural and Conceptual Content

  • Update to UI doc for Boolean logic added for audiences.
  • Update to UI doc for new push message campaign type.
  • General corrections to documentation.

Other Technical Documents

  • Revised SM Sync Data Importers Guide. For more detail, see the guide's change log.

Release: May 5, 2020

This release primarily reflects major changes to the user docs for the Audience and Campaigns Modules.

Audience Module UI

New/Updated Procedural and Conceptual Content

  • End-to-end update to align UI doc with current state of the module.
  • Audience management, including creation, deletion, and duplication.
  • Audience export management, including custom attribute definition, templates, and destinations.

Campaign Module UI

New Use Cases

  • Trigger Message & Points Upon Program Registration.
  • Entice Customers to Complete First Purchase.
  • Send Email and Offer 3 Days before Customer's Birthday.
  • Reward Customers with Double Points Day.
  • Encourage Customers to Earn Extra Points.
  • Send Promotion to Lapsing Users.
  • Challenge Customers to Spend: Spend $X, Get Y.
  • Send Email Welcoming Customers to New Tier.

Qualifying Location Restriction

  • Section in Campaigns UI guide that focuses on defining behaviors for purchase events has been expanded to include the addition of location restrictions. Includes linked supplemental article called "Using Venues and Venue Tags to Restrict Qualifying Locations in a SessionM Campaign."

Other Technical Documents

  • Revised SessionM Loyalty for Service Cloud Administration Guide.