API changelog

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New features

• Earn tier points from benefits. Interacting with specific benefits can now contribute toward tier points, opening up new ways to reward engagement beyond purchases. See Benefits and Points.
• New not_in and not_has filter operators. More precise audience segmentation against profile and automation queries. Available across automation queries and profile filters.
• Broader interaction tracking. Additional interaction types are now captured against profiles. See Interactions.

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Improvements

• Future-dated benefits are now hidden from display until they activate. Customers only see benefits they can redeem right now. See Benefits.
• Tier status now includes pending points. A profile’s tier surface returns both confirmed and pending point totals, giving a more accurate live view of progress toward the next tier. See Tiers.
• Faster product list loading across product lists and list items.

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Improvements

• Profile location. Refined the new profile location surface for better performance. See Profile localisation.

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New features

• Product estimate endpoints. New API endpoints to retrieve product estimates before a transaction is committed. See Products.
• Bulk benefit export. Benefits data can now be exported as a CSV from CX Manager.

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Improvements

• Tier status updates on point expiry. When points expire, a profile’s tier status now recalculates automatically. See Tiers.
• Rate prioritisation. More options for setting priority on rate calculations. See Rates.

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New features

• Batch update custom attributes and regions. Update custom attributes and regions for many profiles at once via the Batch endpoints.
• Advanced profile validation filtering. Profile validation rules accept richer filter expressions for more granular targeting.

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Improvements

• expires_at included in profile status context. Status payloads now carry expiry information directly. See Statuses.

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New features

• Per-profile rule controls. Apply rules to individual profiles to govern how they interact with the platform. Useful for managing exception cases that need specific treatment without deleting or depersonalising the record. See Profile statuses.

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New features

• Benefit visibility endpoint. New endpoint GET profiles/{profile}/benefits/visibility returns the benefit definitions a profile is currently allowed to see, based on the definition’s visibility_condition. See Benefits and Profile benefit.

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Improvements

• Country search by full name. Country lookups accept either the country code or the full name. See Country.
• Protected join date and join location. A profile’s original join date and join location are now immutable once set, preserving the integrity of cohort and tenure reporting. See Profile core fields.
• Consistent redemption list sorting. Redemption and Redemption item lists sort consistently by ID.

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New features

• Advanced batch processing. New API endpoints for fine-grained control over batch jobs, including dry runs that validate a batch without applying it, and explicit finalise steps for both batches and their parent imports. See Batch and Imports.

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New features

• Programmatic audit creation. A new endpoint allows saving an audit entry programmatically, making audits accessible to integrations and automations. See Audit.

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Improvements

• Stock accuracy on product variations. Only product variants with available stock are returned in stock-aware contexts.

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New features

• Redemption data endpoints. New endpoints to retrieve redemption and redemption item data.
• benefit.expired webhook event. A new event fires when a profile’s benefit expires, so integrations can react automatically. See Webhooks and Benefits.

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Improvements

• Leaner tier definition payloads. Tier definition responses now omit fields that integrations rarely use, reducing payload size.
• updated_at refreshes on address change. A profile’s updated_at timestamp updates when one of its addresses is modified.
• More sortable lists. Additional list endpoints accept sorting by ID.
• Reward expiration accuracy. Improved calculation of reward expiry dates.

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New features

• Region on profile attributes. Profile attribute payloads now accept a region, enabling region-aware personalisation. See Profile localisation and Profile region.
• New automation actions. A new system action, plus enhancements to the create-tier-point action. See Reactions and Tier point.

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Improvements

• Upgraded rating system. The rating engine has been overhauled with more flexible and accurate calculations across CSAT, NPS, product, and location ratings.

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New features

• Issue multiple credits in one call. Specify a quantity and value to issue several credits in a single request. See Credits and the Credit endpoints.
• Filter daily spend aggregations by product tag. Profile aggregations can now be sliced by product tag.
• New automation query for daily spend by tag. Trigger actions when a profile’s spend on tagged products crosses a threshold. See Automation query.

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New features

• Custom date attributes on profiles. Track milestones and anniversaries with profile date attributes, including events when those dates change. See Custom attributes and Profile dates attribute.

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New features

• Targeted product reservations. Offer product list reservations to specific customer segments rather than the full audience. See List reservations.
• List expiration dates. Set an expiry date on a list to manage time-bound campaigns. See Lists.

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Improvements

• Reservation event tracking. The reservation lifecycle now emits clearer events for downstream automations.
• Smoother redemption flow. Reward and benefit redemption is more reliable. See Redemption.

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New features

• Check profile status action. A new automation action to look up and verify a profile’s status. See Profile statuses.
• Custom transaction event trigger. Fire a named event with the transaction context, optionally with a custom payload. Available from a Reaction or via the Artisan command surface.
• DispatchProfileTransactionEvent action. Finds a profile’s transactions (optionally within a date range), filters them with JsonLogic, and dispatches a custom event for each match. See Automation action.
• get_date JsonLogic operator. Returns a datetime string based on a base date with optional offset, timezone, UTC conversion, and start- or end-of-day flags. Useful for building date-aware automation queries. See Automation query.

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Improvements

• Exact-match numeric condition. Build precise rules by matching a number field to an exact value in automation queries.

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New features

• Incentive estimate endpoint. Preview the value of incentives that would apply to a profile before issuing them. See Incentives overview.
• Expanded auditing. The audit surface now captures a more complete history of profile changes. See Audit.
• Automated achievements. Configure achievements to be awarded automatically as part of daily automations.

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New features

• Bulk tag management. Add or remove profile tags on many profiles in a single API call. See Tags and statuses.
• Returns tracking. Flag individual transaction items as returns and run a daily automation that aggregates total return value per profile. See Transactions and Return strategy.
• Tier and point definition events. New events fire when a tier definition or point definition is created or updated, enabling more automation workflows.

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Improvements

• Flexible location identifiers when issuing credits. Credit endpoints accept either external_id or code to identify a location.
• Return values represented as negative amounts. Returns are accounted for consistently in transaction totals.

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New features

• Separate email and SMS consent preferences. Manage email and SMS opt-in independently. See Comms preferences.

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Improvements

• Filter profiles by credit and custom attribute data. Richer expressions are accepted on the Profile browse endpoint.
• Date searching on custom dates. More flexible date queries against profile date attributes.

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New features

• Streamlined create-connection action. A single action creates a connection between two profiles, replacing a multi-step flow.

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Improvements

• Currency and region on incentives. Incentives can carry currency and region context for cleaner multi-market campaigns. See Incentives overview.

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New features

• accrued_at timestamp on points. Each point and tier point now carries the exact accrual datetime, giving precise tracking of loyalty activity. See Profile point.
• Point redemption ignores future-dated points. Points with an issued_at in the future are excluded from redemption calculations until they activate.

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New features

• Referral tracking. A profile now exposes the total number of customers it has referred. Referrals are modelled on connections.

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New features

• Compare date fields against each other. Automation queries now support cross-field date comparisons, enabling rules like “last purchase older than last visit”.

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New features

• Issue credits to a profile. Create credits directly against a profile. See Credit.
• Share a status. Share a profile’s status for collaboration across staff. See Share and Statuses.
• Delete a specific profile identity. Remove a single identity from a profile without affecting the rest.

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Improvements

• More expressive automation rules. The rules engine now supports a wider set of expressions for Reactions.

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New features

• Sharing and incentives. A new system for sharing items between profiles and claiming incentives off the back of a share. See Product list share and Lists overview.
• Location-based redemption. Rewards can be redeemed at specific locations. See Redemption.

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Improvements

• Tier change history on profiles. Tier transitions are recorded against the profile, so you can reconstruct a status journey. See Tiers.
• Better interaction tracking. More interaction signals are persisted against the profile. See Interactions.
• Reference linking on transactions. Transactions can carry references to related transactions for improved history and tracking.

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New features

• Distinguish imported vs system-generated credits. Credit records carry a source marker so you can separate platform-issued credits from migrated balances.
• claimed status on transactions. Transactions now expose a claimed status, giving clearer insight into the claim lifecycle.
• Status group tracking in audits. Audit entries now record status group changes alongside the underlying status change.

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New features

• Custom transaction events. Define custom events tied to a transaction context, useful for triggering bespoke loyalty logic. See Reactions and Tier point.

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Improvements

• Connection context includes custom attributes. The connection event payload now carries the connector’s and connected profile’s custom attributes. See Connections.
• Tier points in transaction responses. The Transaction response now includes tier point allocations resulting from that transaction.

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New features

• More granular custom data deletion. New options for deleting custom data on a profile. See Deletions, purges, and depersonalisations.
• Redemption updates the benefit definition counter. When a redemption item is created against a benefit, the parent benefit definition’s total redemption count updates automatically.

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Improvements

• Benefit expiry in days. Benefit definitions accept an expiry expressed as a number of days from issue.
• Profile updates synced across regions. Cross-region profile updates land more reliably. See Profile region.

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New features

• Profile origin tracking. A profile now records the staff member who created it, adding accountability to manual sign-ups. See Staff.

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Improvements

• Credit descriptive attributes. Credits now carry additional descriptive metadata for clearer reporting.
• Batch profile processing. Improved throughput when working with large batches of profiles, plus more intuitive status sorting. See Batch.
• Searchable benefit definitions. Benefit definitions are now searchable by name and key fields.

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New features

• File upload for imports. Submit an import by uploading a file directly, in addition to the existing JSON payload pattern.
• Batch import job processing. A new endpoint processes import jobs in batches for faster large-scale ingestion. See Batch.

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Improvements

• More expressive automation arguments. Automations accept a richer argument shape for greater control inside scheduled flows.
• Updated credit search response. Credit search responses use a refined shape for cleaner integration.

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New features

• New automation query type. Automation queries can now run against model contexts other than profile, opening up new automation patterns.
• Auto-expire reservations. A new daily automation clears expired product list reservations.

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Improvements

• Profile status update events. Profile status changes driven by a Reaction now surface in the profile update event. See Statuses.

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New features

• Edit the profile on a credit. Reassign a credit to a different profile for administrative correction. See Credit.
• Update rewards by re-uploading an import file. Modify existing rewards by submitting an updated import.

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Improvements

• Wider date format recognition. Date validation accepts a broader set of input formats, reducing import errors.
• System-generated profile updates do not trigger webhooks. Integrations only see webhook events for genuine customer or staff activity, not internal platform updates.

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New features

• Saved search filters. Save a frequently used filter set and reuse it. See Saved filter.

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New features

• Spend limits on point accrual. Cap the amount of spend that contributes toward earning points. See Point definition and Points.
• View redeemable benefits. A new endpoint surfaces all currently redeemable benefits for a profile. See Profile benefit.
• Custom handles for locations. Identify locations using custom handles in API requests.

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New features

• Custom fields on product list items. Attach custom fields to product list items, with a reusable reference rule that resolves products from namespace:handle:value.
• New trigger events. Reward definition, country, and list definition lifecycle events are now available as triggers.
• Product list deletion events. Product list and list item deletions now emit dedicated events.

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New features

• Profile staff linking. Profile create and update endpoints now accept preferred_staff_id and joined_staff_id, so you can attach preferred and onboarding staff in a single request. Identify the staff member with either a staff profile UUID or an identityHandle:identifier pair. See Staff and Connections.
• Staff metadata in responses. API responses and domain events return detailed staff metadata (name, email, identities) so downstream systems stay informed.
• Automatic preferred staff and joined staff connections. The profile observer creates, updates, and removes the Preferred Staff and Joined Staff connection records automatically whenever those attributes change.
• Default staff connection definition. A baseline staff connection definition ships with every environment.