January-February-March 2026

Engage

Unified Test and Preview Across Engagement Channels
You can now preview and send test messages for all engagement channels except Line and WeChat, ensuring content accuracy before campaigns are sent. This feature supports only for approved templates as per channel-specific approval requirements, helping marketing managers validate messages as end users will see them. Easily resolve tags and test communications directly from creatives or campaign flows.

Documentation link - https://docs.capillarytech.com/docs/test-and-preview-across-engagement-channels

Launch of HTML Email Message Editor

Marketers can now create dynamic email templates using the HTML editor, with step-by-step guidance for incorporating Liquid expressions to personalize content. The editor offers real-time preview, robust validation for security and compatibility, and best practices for error handling. These enhancements empower brands to design engaging, secure, and responsive email campaigns with ease.

Documentation link: https://docs.capillarytech.com/docs/configure-email#creating-an-email-using-the-html-editor

Choose Sender ID in Test and Preview for SMS, Email, and WhatsApp
You can now select the desired sender ID when previewing and testing messages for SMS, email, and WhatsApp channels. This enhancement ensures your test messages accurately reflect the sender identity and improve validation. Easily verify message appearance and sender details before sending to your audience.

Documentation: https://docs.capillarytech.com/docs/test-and-preview-across-engagement-channels

Customer Data Platform

Revamped Data Import Framework with Databricks Integration

The Data Import framework has been redesigned for faster, large-scale data migrations, now supporting direct imports from Databricks. Users can easily configure import jobs, map fields, and monitor progress in real time, streamlining historical data migration without impacting live loyalty processes.

Documentation: https://docs.capillarytech.com/docs/data-import-new

Cortex search auto-enabled for new orgs Cortex search is now automatically enabled for every new org at creation, along with a default prefix search criteria covering full name, email, external ID, and phone number. No manual configuration or support ticket is needed. Orgs created before this release are unaffected.

Documentation: Search filter for entities

PII deletion now covers merged victim accounts When a PII deletion request is raised for a survivor account, the system now automatically deletes the PII data of all victim accounts previously merged into it, up to a depth of 10. Identifiers are released for all accounts in the chain with no additional requests needed.

Documentation: How data deletion works and what data is deleted

Block communication now enforced across all user-facing APIs Block communication rules configured against customer status labels are now correctly enforced. Previously, user_id was not passed to the downstream communication service, so blocks were not honored. With this fix, all communications — transactional and promotional — are suppressed for customers with block communication active on their status label.

Documentation: Customer status — block communications

Bulk store update API You can now update up to 200 stores in a single API call using the new PUT /v2/orgEntity/store/bulk endpoint, identified by store code.

Documentation: Bulk update stores

V2 Transactions API — SKU code in points breakup and bill number enhancements The V2 transactions API response now includes sku_code in the points breakup object. Additionally, GET v2/transactions by bill number now supports the pointBreakups parameter and loyalty point detail params, consistent with the main V2 transactions endpoint.

Documentation: Get transaction details

Neo

Introducing Dataflow Promotion Across Organizations The new Promote feature in Neo enables seamless, controlled deployment of approved or live dataflows between organizations within the same cluster. It enforces permission and hierarchy checks, ensuring only eligible dataflows are transferred. This streamlines migration, reduces manual effort, and enhances governance for production-ready workflows.

Documentation: Promoting a dataflow

Conditional Middleware Execution by Application Context Dataflows can now access the application context during execution, enabling middleware to run conditionally based on the calling application's name. The new getApplicationName function lets developers tailor middleware logic for specific applications, improving flexibility and efficiency in multi-application environments. This update streamlines middleware management and enhances control over dataflow execution paths.

Documentation: Application context in dataflow execution

Incentives

Improved Coupon Issuance Source tracking

Coupon issuance APIs now capture detailed source information, including Source ID, Source Type, and Notes. These fields make it easier to trace exactly where a coupon came from, improving reporting accuracy and attribution.

For more details, refer to Get coupon details

Fixed Window Limits for Cart Promotions

Cart Promotions now support fixed window limits, enabling brands to set promotion restrictions that reset on calendar months, weeks, or custom N-day cycles. This enhancement allows for more flexible business rules and better alignment with billing cycles and campaigns, without affecting existing promotion behaviors.

For more details, refer to Create cart promotions

Payment Mode Conditions for Cart Promotions

Cart Promotions now support payment mode-based conditions, enabling offers triggered by how customers pay (e.g., with points or specific cards). New condition types allow combining payment methods with product or combo requirements, expanding promotional flexibility for merchants.

For more details, refer to Create cart promotions

Cart Promotions can be filtered by Last Modified Date

The Cart Promotions Get API now supports filtering results by the last modified date using the 'sort_by' parameter. This enhancement enables real-time identification of recently updated promotions, improving operational efficiency for integrations.

For more details, refer to Get all cart promotion details_