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User Documentation
API Documentation
Developer Documentation
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Successfully moved a billion records (& reduced downtime for you!)
GETTING STARTED
Introduction
Accessing Capillary
CAPILLARY DATA PLATFORM
Entities Management
Customer entity
Setup Store hierarchy
Setup Transactions
Handling of rejected transactions
Setup Behavioral events
Setup Cards
Setup User Groups
Setup Customer Hierarchy
Set up Data Fields
Standard Fields
Extended Fields
Custom Fields
Create Search Filter for Entities
Use Cases
Overview
Create a Search Filter
Perform Search
FAQs
Product
Member Care (Old UI)
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
Customer overview
Loyalty details
Event details
Incentive details
Communication details
Identifier change request
Points & coupons request
Retro transaction request
Customise Member Care UI using Extension
Session Logs
Group view
Advanced points breakup view
Connect+ (Old)
Overview
Getting started
Using expressions for data transformation
Configure blocks
Connect to Source
Connect to Source - Kafka
Decrypt Data
Connect to Destination
Transform Data
Join Data
CSV-To-XML-Converter
Push to S3
Encrypt Data
Schedule Trigger
Rebuild Headers / Define Headers and Transform Data
Mask Contents in a CSV
Invoke Neo Iteratively
Convert JSON to CSV/Avro Format
Convert CSV to JSON
Event Notification Block
Neo Transformer V2 Block
Connect to Destination without OAuth or S3 Pull Block
Neo Transformer Block
Data Validation Block
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
Import Earned Badges of Customer in Bulk
CSV to XML conversion template
Coupon redeem template
Workspace & user management
Audience Reload from FTP
Onboard users to Intouch
Card update template
Fleet customers template
FTP to S3
Behavioural events ingestion
Goodwill points issue template
Earned badges for customer template
Retro transaction template
Create Rewards Template
Update Rewards Template
Force generate barcode template
Databricks job trigger template
SFTP to SFTP with Headers Definition
Ingest Kafka Stream in API
Pull Data from API
Analyse dataflow performance
Troubleshooting guide
DIY Templates
Connect+
Overview
Use Cases
Access Connect+
Introduction to the UI
Getting Started
Core Concepts
Create and Manage Connect+ Dataflows
View and Organize Dataflows
Explore Templates
Data Ingestion
Audience & Campaigns
File Transfer & Transformation
Data Management
Building Block Configuration
Trigger block
SFTP (Read) block
SFTP (Write) block
S3 (Read) block
S3 (Write) block
Kafka (Read) block
Kafka (Write) block
Transform (CSV to JSON) block
Transform (CSV to XML) block
PGP Decrypt block
PGP Encrypt block
Databricks (Validation) block
API request (http_write) block
Filter block
Filter (Hidden) block
Join files (2) block
Join files (3) block
Join files (4) block
Event notification (Read) block
Kafka Event (Write) block
Hashing (CSV) block
Databricks (Jobs) block
Iris Audience Refresh (FTP) block
JSLT block
JOLT block
Ok File block
Split block
Transform (Headers) block
SFTP (Listing) block
Cron block
aiRA Coder
Monitoring and Observability in Connect+
Troubleshooting
FAQs
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)
Mark stores as inactive using the data import
Event notification
Overview
Supported Events
Configure Event Notification
Manage Webhook
View Event Feed
Event Delivery and Reliability
Event schema (Payload)
Customer and User Group
Transaction
Loyalty
Loyalty Promotions and Cart Promotions
Tier
Partner Program
Incentives
Cards
Request Updates
Advanced Request Workflows
Fraud Management
Setup Fraud detection
(New) Request Workflow
Introduction
Configuring Request workflow for Customer Enrolment
Configuring Request Workflow for Badge Issuance
Configuring Request Workflow for Customer Status Change
Configuring Points Redemption Request Workflow
Configuring Goodwill Points Request Workflow
FAQ
Timezone Management
Understanding Timezone Management in the UI
FAQs
Data Import
LOYALTY+
Introduction to Loyalty+
Features of loyalty+
Types of Loyalty Programs we support
Glossary
FAQs
Loyalty guides
Retro guide
Loyalty Settings
Points Promotion
Points Rolling Expiry
Loyalty Configuration Settings
Advanced Loyalty Features
Multi-Loyalty Programs
Behavioral Loyalty
Referral Programs
Subscription program
Coalition program
Milestones (also known as Target loyalty)
Unified target/milestones
Alternate Currencies
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
Strategies
Tiers
Tier Upgrade
Tier Renewal & Downgrade
View tier configuration
Create Tiers and Configure Tier Upgrade Conditions
Configure Validity and Renewal Conditions
Configure Tier Downgrade
Integrations
FAQs
Points
Communication
Offers/Coupons
Advanced Settings
Trackers
Workflows
Customer Activities
Auto points conversion to reward
Actions
Rule Writing
Advanced Capping
Profiles and 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)
Attributes - Registration Date
Attributes - Other
Attributes - Customer status & label
Customer Subscription Status
Profile : Current Transaction
Attributes - KPI (Basket)
Attributes - Transaction Number/ID
Attributes - Custom Fields (Transaction)
Attribute - Transaction Value
Attribute - Reward Currency
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
Profile: Current Card
Attributes - Custom and Extended Fields
Profile: Current User Group
Attributes - Group Identity
Attributes - Group Membership
Attributes - KPIs (User Group Points)
Attributes - KPI (User Group Slab/Tier)
Loyalty Promotions
Introduction
Core Concepts
Building Blocks of Loyalty Promotions
Member Actions
Qualifying Conditions and Attributes
Operators
Brand Actions
Loyalty Promotion Limits
Create and Manage Loyalty Promotions
Create a Loyalty Promotion
Create a Broadcast Promotion
Approve or Reject a Loyalty Promotion
View a Loyalty Promotion
Duplicate a Loyalty Promotion
Edit a Loyalty Promotion
Pause and End a Loyalty Promotion
Configure Reports and Event Notifications
Configure a Loyalty Promotion Report
Configure a Loyalty Promotion Event Notification
Use Cases
FAQs
RBAC (Role-based access control)
Workflow simulation
Transaction Add
Rewards Catalog
Introduction
Reward Types
Create a Reward
Manage rewards
Rewards Catalog settings
Badges
Introduction to Badges
Type of Badges
Getting Started
Enabling & Creating a Badge
Viewing Badges
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
Enrolling and Issuing Badges from Journeys
