Features and Improvements - ECM Release 2021-09-02 (#207)

  

Note: The active links are for internal use only by CBS employees. Not accessible for public use. 

Issue No. 
Summary
Operation 

Cheetah Digital - Loyalty Provider

OE-16182Payment/Card processor - Cheetah Digital - Add URL, Client ID and Client Secret to loyalty settings.

This improvement adds additional settings to the Cheetah Digital setup on the Payment tab. 

  • Go to Sites > Payment 
  • Under Card Processors, add or edit Cheetah Digital 
  • The form now includes the following fields: 
    • URL
    • Client ID
    • Client Secret




Loyalty - Allow multiple providers 

With this feature, more than one loyalty card provider can be active for a site. Each provider can set a card BIN (Bank Identification Number) range, which identifies for the system which loyalty provider to use. 

This is an optional feature. The two account feature toggles below must be enabled by your NorthStar representative for these features to be available for your account. 

OE-16581Add account feature toggle to allow multiple loyalty providers

A new account feature toggle has been added to enable sites to use more than one loyalty provider for the account:

Enable multiple loyalty providers

Please contact your NorthStar representative if you wish to have this setting enabled for your account.

OE-16582Add account feature toggle to enable card BIN ranges for loyalty providers

A new account feature toggle has been added to enable sites to use more than one loyalty provider for the account:

Enable loyalty card number BIN ranges

Please contact your NorthStar representative if you wish to have this setting enabled for your account.

OE-16585Payment: Admin can enable multiple loyalty providers

Account feature toggle must be active: Enable multiple loyalty providers
When the feature toggle is active, the admin can enable more than one loyalty provider for a site. 

OE-16584Payment: Admin can set a loyalty provider as the default processor 

When multiple loyalty providers are allowed, one can be selected as the default. 

OE-16583Payment: Admin can configure loyalty card BIN ranges for each loyalty provider.

When multiple loyalty providers and card BIN ranges are allowed, the admin can add card BIN ranges for each loyalty provider.   




Text Guest to Join Loyalty Program 

Settings have been added to the Staff Facing tab to configure this new feature. When configured, staff can send a text to a guest with a link to join the company's loyalty program.  (This is an optional feature.)

OE-16570Staff Facing: - Create "Text to join loyalty program" configuration settings

Optional feature - Account feature toggle required

An account feature toggle must be enabled for your account to use this feature: 
Text to join loyalty program 

Please contact your NorthStar representative to have this feature enabled for your account.

  • With feature toggle enabled for the account, go to Sites > Staff Facing
  • Select Show link: Send text to join loyalty program. This enables the link to display on the application (Rewards pop-up and Guest Identifier pop-up) 
  • Enter the URL for the site's loyalty enrollment 
  • Enter a message to send to the guest with the URL link




TruCommerce Integration  

OE-16434Integrations > Menu Provider - Allow TruCommerce URL to be set per site

This improvement allows for a URL to be set when configuring a third-party integration with TruCommerce as a menu provider for the site. 

  • Go to Sites > Integrations > Menu Provider 
  • Add or edit provider 
  • URL field is provided to enter the TruCommerce URL at the site level 






ECM documentation: Enterprise Content Management (ECM) (New features may be in progress.)