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GetTING Started
Introduction
Accessing Capillary
Home page tour
Loyalty+
Release Notes
Loyalty guides
Retro guide
Introduction to Loyalty+
Features of loyalty+
Types of Loyalty Programs we support
Glossary
FAQs
Loyalty Settings
Points Promotion
Advanced Loyalty Features
Multi-Loyalty Programs
User Group loyalty
Behavioral Loyalty
Referral Programs
Subscription program
Coalition program
Milestones (Target loyalty)
Unified target (milestones)
Streaks
Overview
Configure Streaks
Connect the streak to loyalty promotions
FAQ
Loyalty+ Reporting
Loyalty Standard Report
Loyalty Sales Report
Loyalty Customer Summary Report
Points
Points Report (new)
Non Member Report
Points Redemption Custom Fields
Programs Home Page
Loyalty+ settings
Strategies
Tiers
Points
Communication
Offers
Advanced Settings
Trackers
Workflows
Customer Activities
Auto points conversion to reward
Actions
Rule Writing
Bulk Configuration & Rename Sets
Advance capping
Profiles & attributes
Profile : Current Customer
Attributes - Customer Identity
Attributes - KPIs (Customer Points)
Attributes - Custom Field
Attributes - Slab Information
Attributes - User Segment (EI)
Attributes - KPIs (Transaction Data)
Attribute - Registration Date
Attribute - Other
Attribute - Customer status & label
Profile : Current Transaction
Attributes - KPI (Basket)
Attributes - Transaction Number/ID
Attributes - Custom Fields (Transaction)
Attribute - Transaction Value
Attribute - Discount
Attribute - Date
Attribute - Note
Profile : Current Line Item
Attribute - Line Item Information
Attributes - discount & discPercentage
Attributes - Line Item Properties
Profile : Current Event
Attribute - Target Based
Attribute - Loyalty Information
Attributes - Custom Field
Profile : Current Store
Attribute : Code
Profile : Current Tracker
Attributes - Tracker
Loyalty+ Promotions
Creating a promotion
Types of promotions
Available to Issue loyalty promotion
Direct issue loyalty promotion
Enrol & Issue loyalty promotion
Loyalty Promotion Priority Order & Stacking Strategy
RBAC (Role-based access control)
Workflow simulation
Transaction Add
Badges
Introduction to Badges
Type of Badges
Getting Started
Viewing Badges
Enabling & Creating a Badge
Glossary of Terms
Configuration for Badges
Custom Field Information for Badges
Grouping and Ranking of Badges
Managing Badges
Deactivating and Activating Badges
Issuing Badges and Revoking via Loyalty Workflows and Promotions
Enrolling and Issuing Badges from Campaigns
Historical Data Migration of Badges
Retro Enrolment and Issue of Badges
Rewards Catalog
Games
Overview
CataBoom games
Marvel games
Engage+
Release Notes
JFM 2023 | Engage + Releases
AMJ 2023 | Engage + Releases
JAS 2023 | Engage+ Releases
OND 2023 | Engage+ Release notes
Introduction to Engage+
Getting Started
Campaigns
Create a Campaign
Schedule message
Search/Filter campaigns
Engage+ Overview
MLP Scope in Campaign
Key Social Media KPI Definitions
Marketing objective
Facebook Campaign
Modify a campaign
Creatives
Create SMS template
Create email template
Create mobile push template
Create WeChat template
Create call task template
Create line template
Create viber template
Create facebook template
Create RCS template
Create WhatsApp template
Create Zalo template
In-app message
Campaign settings
Delivery settings
Enable tracking of clicked links
Incentive related settings
Report notification and failure alert settings
Create test user group
Create custom labels for call tasks
Communication Limit
WhatsApp setup
Facebook setup
Email setup
Advanced settings
Cart promotions
Gift Vouchers
Message optimization strategies
Message personalization
Channel priority
X-Engage or cross-engage
Audience management
Audience group filters
Loyalty information based filters
Transaction based filters
Campaigns & coupons based filters
User profile based filters
WeChat Interactions based filters
Common filter options (in filters)
Lead based filters
AI powered filters
Purchase pattern/behavior based filters
Content management
Create SMS content
Create email content
Barcode in email
Create mobile push content
Create call task content
Create line content
Create viber content
Create facebook content
Create WhatsApp content
Create RCS content
Create wechat content
Partner broadcast campaigns
Incentive management
Offers
Points strategy
Cart & catalog promotions
Gift vouchers
Create coupons
Offer advanced settings
Revoke Coupons
Badges in campaigns
Message Schedule
Options to schedule messages
Time personalization
Blackout time
Campaign message management
Create message
Approve message
Reject message
Stop message
View details - failed messages
Reports
View campaign reports
Offer Management
Offer Management System
Create Offer
Modify Offer
Assign Offers to Campaigns/Loyalty
Other Settings - Sync to InStore, Length of Automatic Coupons, Resend SMS Template
Offer Management FAQs
Send Offer Expiry Reminders
Journeys
Create journey
Configure journey
Building blocks of a journey
A/B Testing
Duplicate journey
Store CSV upload
Journey Versions
Facebook campaigns in new engage+ UI
Referral campaign
Configure Promotions and Gift Vouchers
Create Cart or Catalog Promotions
Configure Earning Condition
Configure Earning Condition (for Rewards Promotion)
Define Cart Evaluation & Promotion Benefits
Add Meta Information
Promotion Earning & Expiry Communications
Configure gift vouchers
FAQs
Insights+
Release Notes
Release Notes | AMJ'23
Release notes | JAS'23
Getting started
Overview
Product navigation
Terms and abbreviations
KPI and dimensions
Charts
Overview
Create Chart
View Chart Details
Edit Chart
Delete Chart
Advanced Filter
Reporting
Loyalty Standard report
Engage Standard report
CDP Standard Report
Custom report
Create & publish report
Explore chart (explore mode)
Apply dimension to charts
Target setting & tracking at KPI level
View report
Edit, download or delete report
Schedule report
Share custom report URL (snapshot)
Share custom report
Archive report
Filters
Date range filter & comparison with previous period
Apply filters in report
Audience group filter in reports
Fact tables
Dimension tables
Use case based schema explain
Points awarded/deducted scenarios
Return after redemption scenarios
Customer segmentation
Introduction to customer segmentation
Create segments through file upload
Create segments using scheduled FTP upload
Create segments using filters
Data export
Data export FAQs
Standard templates
Dimensions & attributes
Custom templates
Configure SFTP server for data export
Schedule an export job & fetch details
Create an export job (Step 1 of 3)
Select data templates (Step 2 of 3)
Modifying template & creating schedule (Step 3 of 3)
Editing an export job
Reuse an export job (duplicate)
Exporting audience group
Use cases on data export
Standard templates
Return Transactions
Response Info
Contacted
Transactions
Payment Mode
Tracker Value
Customer Merge Event Log
Slab Change Log
Issue Trackers
Messages
Call Tasks
Footfall
Profiles
Points
Members
Points Expiry Reminder Info
Coupons
Points redemption summary
BI Tool Connector
Steps to connect to BI Tool (PowerBi, Tableau)
FAQ
Custom Namespace for Organisation
Databricks
Getting Started
Mask PII data in Databricks
Settings
Capillary Data Platform
Release Notes
Entities Management
Setup Entities and Fields
Setup Customer
Setup Transactions
Handling of rejected transactions
Setup Store hierarchy
Setup Behavioral events
Setup Cards
Setup User Groups
Setup Customer Hierarchy
Member Care
Register customers
Search customer/coupon
Issue & update cards
Manage ID change requests
Issue goodwill points & coupons
Retro transactions
Reallocate mobile numbers
Manage customer feedback
Member Care New UI
Customer overview
Loyalty details
Event details
Incentive details
Communication details
Identifier change request
Points & coupons request
Retro transaction request
Session Logs
Group view
Advanced points breakup view
Connect+
Overview
Getting started
Using expressions for data transformation
Configure blocks
Explore templates
Test and control template
Add transaction template
File transfer templates
Data reconciliation template
Transaction line item merge template
PII cleanup template
Add customer template
Create or update Badges
CSV to XML conversion template
Coupon redeem template
Workspace & user management
Audience Reload from FTP
Onboard users to Intouch
FTP to S3
Behavioural events ingestion
Analyse dataflow performance
Troubleshooting guide
Data import
Transactions profiles
Customer profiles
Inventory profiles
Org entities
Points & Slabs
Points deductions
Points expiry
Other import profiles
Data cleanup
Target loyalty
Company
View import jobs
Fetch import details by import ID
Downloading reports (After temp DB import)
Event notification
Add event notification account
Edit/Delete event notification
Consuming event notifications
Event schema (Payload)
Fraud Management
Setup Fraud detection
Extension
Airmiles calculator extension
Punches calculator extension
ADMIN CONTROLS
Org management
User management
Credit management
Setup Localization
Localisation management
Single Sign On (SSO)
API Gateway Integration with CIAM Platforms
API security
Authentication
Authorization
Data privacy
Setup Subscription
Unified subscription
Setup OTP verification Rules
Mask OTPs
PII deletion
Channel configuration
Smart Store+
InStore
System requirements for installing InStore
General questions
Instore installation guide
How to's
URLs to be whitelisted for InStore installation
FAQs - store center and InStore
Troubleshooting guide
Upload logs from InStore (for staff)
Store center
Store center web service integration document
Store center - data sync details document
Lead management system
Visitor metrix
Determining the mounting location
Installing the device
Setting up WiFi connection to the device
Configuring VisitorMetrix through InStore
Configuring the staff counter switch
VisitorMetrix FAQs
Troubleshooting VisitorMetrix
VisitorMetrix Best Practices
VisitorMetrix- Installation
VisitorMetrix Configuration for InStore, Bypass and FFCR
VisitorSense
Installing VisitorMetrix
Installing CaptureEdge
Configuring VisitorSense
Configuring the Staff Counter Switch
VisitorSense FAQs
VisitorMetrix Troubleshooting Guide
VisitorTrax Overview
Device Installation
Device Configuration
Zone Configuration
VisitorTrax Report
Store2Door+
Create & Activate Staff Account
Create Call Task
Setup WhatsApp Business Account
Create Store-Level Custom Fields for S2D+
Send Task Messages through StoreMax
Create Order on Anywhere Commerce Platform(ACP)
S2D+ FAQs - Internal
S2D+ FAQs - Client
View Leaderboard
View and Manage Tasks
View Reports
Register a customer
Add or sell products
Other Features
Announcements
Product Highlights
A letter from Aira: Campaign setups got blazingly fast ⚡
Can badges alone facilitate long-term loyalty? 🤔
Do your customers care about badges? 🤔
2 ways to increase repeat purchases with Capillary Journeys!
2 ways reel in buyers beyond the festive season🤠 | Mobile SDK
Introducing Rewards+: Where Loyalty Meets Rewards!
Code: LEAKPUTTY?CONFIGURATION
Your guide to overcoming the next customer data crisis ⚠️
Gamify brand experiences in four interesting ways! 🏓
Focus on customer engagement this economic downturn 🤫
Engagement = 0? 🥹 Our product can help.
Protect your loyalty program from fraud🔐
Clearing crumbs 🍪 | CDP in a cookieless world
One Rewards Catalog, Multiple Reward Structures 🤹
We have a tool to hook your buyers to your brand 🔗
A good Loyalty Program is your brand’s REAL hero!
We’re expanding Aira’s capabilities
Ask Captain Bhuvanesh Gogineni - Senior Engagement Manager, Customer Success!
Want to increase your WhatsApp Engagement? Try using Buttons!
Industry Tailored Data Management
Ads personalization
How a Capillary Marketer uses Engage+
Capillary's interactive Email builder
The Art of Emotional Loyalty, and how to ace it 🧘
Meet AskAira: your ROI-boosting AI genie!
Success story: The secret to delicious customer experiences
Ask Captain Siew Hoon – Senior Manager, Presales
Analyze, experiment, and execute with ease with the most powerful segmentation tools!
Build your dream campaigns!
Activate data in the most interesting ways!
Looking for a win-win engagement? We’ve got you!
Loyalty, Engage, Platforms & Insights - the holy trifecta!
Capillary’s creative studio
Create favorable customer habits with infinte loops
Success Story - Milestone Loyalty
Multiple Loyalty Programs
Customer first Data Guardians
Gold Standard Enterprise Readiness
Playtime for Marketers
Experiential Loyalty
2023 Product Vision
Campaigns- Seal the deal with the best upselling strategy
Personalising campaigns with Capillary
Capillary's Funnel Chart
Migration Charts with Insights+
Multi Loyalty Program
Capillary's Emotional Loyalty
Capillary's User Documentation
Customer Segmentation with Capillary Insights+
CRM Ads
Capillary's Group Loyalty
Cart Promotions
Capillary's Coalition Loyalty
All new Member Care UI experience
Introducing Navigation Panel in Insights+
WhatsApp Marketing
Nudges
Subscription-based loyalty
Archive
Milestone Loyalty (Old flow)
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Updated 5 months ago
