Loading...
Release date: 21/May/25
21
MAY 25

Loyalty Module: Plastic Card Export Process

We’ve streamlined how plastic loyalty cards are handled in dailypoint™:
  • Centralized Card Request Handling
    • A new CardPrintPending flag now tracks which members need plastic cards.
    • This flag is automatically set on enrollment, level changes, or manual requests.
  • New Export Interface
    • Access all pending card requests from one central screen.
    • Export member data for printing with one click.
    • View and re-download historical exports (retained for 2 years).
  • Manual Card Request Option
    • Staff can request replacement cards directly from the guest profile.
  • Built-in Audit Trail
    • Every plastic card request is logged in the member’s history.
  • Secure & Role-Based Access
    • A new permission controls who can access the card export function.

Task

Promotion Report Enhancements: New Revenue KPI + Donut Charts

What's new in your Promotion Report:
  • 💰 New Revenue KPI
    • A clear view of total revenue generated by the promotion
    • Appears in the top KPI summary alongside bookings and other key metrics
  • 🍩 Donut Chart Visualization
    • Updated visuals for better readability and consistency
    • Donut charts now used for:
      • Bookings / Revenue / Room Nights per Source
      • Bookings / Revenue / Room Nights per Market
These updates make it easier to evaluate campaign performance at a glance—both in numbers and visually.
Task

New KPI: New Members

We’ve added a "New Members" KPI to the top section of the Promotion Report for clients with the Loyalty Module enabled. This helps you measure how effective a campaign was in driving loyalty program sign-ups.
  • Visible only if the Loyalty Module is enabled
  • Counts new enrollments after a promotion drop
  • Excludes control group recipients
  • Aligned with existing KPI logic and date range

Task

Filter Financial Reports by Loyalty Membership Status

You can now refine the Accommodation Report under Loyalty > Reports > Financial using a new Membership Status filter. This allows for deeper analysis of financial data by loyalty status—whether you're reviewing activity from active members, expired memberships, or specific tiers.Highlights:
  • ✅ New Membership Status filter with multi-select
  • 🎯 Supports all loyalty statuses
  • 🧩 Default view includes all statuses for backwards compatibility

Task

WhatsApp Integration via MessageBox

New: Trigger Pre-Stay WhatsApp messages with online check-in links via MessageBoxYou can now automatically send Pre-Stay WhatsApp messages—including online check-in links—via MessageBox to all guests with an updated WhatsApp number.What’s Supported:
  • ✅ Pre-Stay WhatsApp with online check-in link
  • ✅ Sent to all guests with a WhatsApp number stored
Coming Soon:
  • Welcome messages via WhatsApp
  • In-Stay WhatsApp promotions for Rewards Programs
  • In-Stay feedback survey triggers
  • Post-Stay WhatsApp surveys

Task

Unread Complaint Notification Badge

To enhance guest service responsiveness, we've introduced a red notification badge on the "Complaint" button within the guest profile's Quick Actions & Info section. This badge displays the number of unread complaints associated with the guest.
  • Visual Indicator: A red badge appears on the "Complaint" button when there are unread complaints.
  • Dynamic Updates: The badge count decreases as complaints are marked as read or resolved.
  • Real-Time Data: Complaint statuses are fetched dynamically to ensure up-to-date information.
ComplaintNotificationGIS.png
Task

Guest Profile Images in Smart Lists

New visual enhancement for Smart Lists:
  • 🖼 Guest Profile Images
    • Easily recognize guests in operational Smart Lists (like breakfast or arrival lists).
    • A new optional column displays profile images where available.
    • Guests without a photo will show a neutral placeholder.
Why it matters:
  • Improves guest recognition and personalized service.
  • Works seamlessly on desktop, tablets, and mobile.
  • Only visible to users with profile access, maintaining data privacy.

Task

External System Mapping for Outlets

Release Notes (User-facing):You can now manage external system mappings for outlets directly in the Outlet Configuration Dialog. This enhancement makes it easier to link your internal outlets with systems like Symphony or TableCheck—without the need for backend adjustments.What’s new:
  • A new section in the Outlet Configuration lets you:
    • Add, edit, and delete external mappings.
    • Select external systems via a dropdown list.
    • Prevent duplicate mappings with built-in validation.
Where to find it:
  • Go to Configuration → Outlets, then select an outlet to open the dialog.
  • The new External System Mapping section is available for authorized users.

Task

Outlet-Based Filtering for Target Groups

We’ve expanded the flexibility of the Target Group module. You can now create more precise audiences by filtering guests based on the outlets they visited within a selected property.

What’s New:

  • New “Outlet Selection” Condition
    • Choose a property first
    • Filter by one a specific outlet
  • Smart Validation & UI
    • Outlets appear only after selecting a property
    • Easy dropdown and multi-select UI
This update is ideal for outlet-specific campaigns, cross-promotions, or loyalty targeting based on guest behavior at restaurants, spas, or other venues.
Task

Enhanced Guest Snapshot with New AI Models and Insights

We’ve upgraded the AI-powered Guest Snapshot in GIS to deliver more precise summaries and richer guest understanding.

What’s New:

  • Updated AI Intelligence: Snapshot logic now follows the latest instruction set for better context and insight.
  • New “Prominent Status” Insight: Added to the Snapshot summary
  • Useful for improving VIP recognition and service
  • Supports influencer identification beyond local fame
  • Support for Latest AI Models: Select from new high-performance models:
    • gpt-4o
    • gpt-4o-mini
The selected model is now passed directly to the AI, ensuring optimized performance and output tailored to your needs.
Task

Improved Member Login: Username or Member Number

We’ve updated the dailypoint™ member login to make it more user-friendly. Members can now log in using either their username or member number, along with their program ID and password.

What’s New:

  • Flexible Login Options:
    • Members can now enter either their username or member number.
  • Updated Login Page Label:
    • The login field is now labeled "Username or Member Number".
  • Simplified Error Handling:
    • On failure, users will see:
      *"Invalid username or member number, or incorrect password."

Security Remains Unchanged:

  • No changes to rate limiting, password recovery, or account lockout behavior.
  • Case sensitivity and other security protocols are fully maintained.

Benefits:

✅ Easier login for users—more options, less frustration
✅ No impact on security or account management
✅ Fully backwards compatible
This small but impactful update makes logging in simpler and more intuitive for members.
Task

Content Hub: Seedlist Support for Test Emails

We’ve enhanced the test email process in Content Hub with new flexibility and control:
  • Three Test Email Options
    • 📩 Send to my email (default)
    • ✍️ Enter an email manually
    • 📋 Send to a seed list – select from your predefined test groups
  • Seed List Modal for Review & Editing
    • Preview all addresses in a seed list before sending
    • Make edits directly in the modal
    • Save or cancel changes easily
  • Streamlined Workflow with Logging
    • One-click test send to all contacts in your selected seed list
    • Activities logged for full traceability
  • Consistent Access & Permissions
    • Follows the same rules and design standards as other dailypoint™ email tools

Task

Password Reuse Check for Member Resets

When a dailypoint user resets a member's password, the system now checks against the last five passwords — if the Password Chronicle is enabled in Loyalty Setup.
  • Prevents reuse of any of the last five passwords
  • Applies only when “Use Password Chronicle” is enabled
  • Displays an error if reuse is attempted
  • Helps ensure stronger password practices for members

Task

Password History Protection for Loyalty Accounts

To help increase account security, you can now optionally prevent members from reusing their last five passwords when changing credentials via the Loyalty Member Website.

What’s New:

  • Optional Security Setting:
    • A new checkbox “Use Password Chronicle” is now available in Loyalty Program settings
    • When enabled, dailypoint™ will remember the last five passwords used by each member
  • Password Validation:
    • If a member tries to reuse one of their last five passwords, the system will display a message:
      “Your new password cannot match any of your last five passwords. Please choose a different password.”
  • Default Behavior:
    • The feature is off by default and can be enabled per program as needed
This enhancement allows you to enforce better password hygiene and protect member accounts from unauthorized access.
Task

New Security Enhancement: Password Chronicle

To improve account security, we’ve introduced a password chronicle feature that prevents users from reusing their last password when changing it.

Key Updates:

  • No More Password Reuse:
    • Users must create a new password—reusing the last one is not allowed.
    • Reduces the risk of unauthorized access due to predictable passwords.
  • Stronger Security Compliance:
    • Aligns with best practices for password management.
    • Helps protect against brute-force and credential-stuffing attacks.
  • User-Friendly Notifications:
    • If a user tries to reuse their last password, they’ll receive a clear error message prompting them to create a new one.

Benefits:

Enhances account security—reduces risk from compromised passwords.
Encourages stronger password habits.
Simple & automatic—no extra steps for users.
Aligns with modern security standards.
This update adds an extra layer of protection to ensure your dailypoint™ account remains secure.
Task

Conditional Double Opt-In in Forms

We’ve enhanced form handling to support conditional double opt-ins. Now, the double opt-in process is triggered only when a guest explicitly opts in by answering "Yes" to a specific subscription question within a form — like in an online check-in.
  • Enables precise consent collection aligned with guest answers
  • Supports existing "Yes"/"No" consent logic in GIS
  • Works similarly to the overlay opt-in process

Task
Release date: 2/Apr/25
02
APR 25

Link Tracking Enabled for Booking Manager Automation Emails

Clicks on links in automated emails from the Booking Manager (like Pre-Stay and Post-Stay messages) are now fully tracked and included in your reporting.

What’s New:

  • Click tracking activated for links in Booking Manager automated emails
  • Statistics now updated automatically in:
    • Automation Statistics
    • Campaign Statistics
    • Promotion Statistics

Where It Applies:

  • Booking Manager emails such as:
    • Pre-Stay
    • Post-Stay
    • In-Stay
    • Custom automation messages

Benefits:

✅ Understand guest engagement better
✅ See what content drives action—even in automated journeys
✅ All your campaign performance data in one place
This update gives you clearer insights into how guests interact with your automated communications.
Task

Outlet-Based Filtering for Target Groups

We’ve expanded the flexibility of the Target Group module. You can now create more precise audiences by filtering guests based on the outlets they visited within a selected property.

What’s New:

  • New “Outlet Selection” Condition
    • Choose a property first
    • Filter by one a specific outlet
  • Smart Validation & UI
    • Outlets appear only after selecting a property
    • Easy dropdown and multi-select UI
This update is ideal for outlet-specific campaigns, cross-promotions, or loyalty targeting based on guest behavior at restaurants, spas, or other venues.
Task

Enhanced Guest Snapshot with New AI Models and Insights

We’ve upgraded the AI-powered Guest Snapshot in GIS to deliver more precise summaries and richer guest understanding.

What’s New:

  • Updated AI Intelligence: Snapshot logic now follows the latest instruction set for better context and insight.
  • New “Prominent Status” Insight: Added to the Snapshot summary
  • Support for Latest AI Models: Select from new high-performance models:
    • gpt-4o
    • gpt-4o-mini
    • o1
    • o1-mini
    • o3-mini
The selected model is now passed directly to the AI, ensuring optimized performance and output tailored to your needs.
Task

Redesigned Promotion Report Panel

We’ve given the Promotion Report Panel a modern UI refresh to make your campaign insights clearer and more enjoyable to work with.

What’s New:

  • Updated Layout & Visuals:
    • Improved typography, spacing, and visual hierarchy
    • Clean, modern design that’s easier to scan
  • Redesigned Funnel Visualization:
    • More intuitive display of your campaign’s performance flow
  • Consistent Design Elements:
    • Refined KPI boxes, charts, and tables to match our current design standards
  • Responsive Design:
    • Fully optimized for all screen sizes—desktop, tablet, and mobile

What Stays the Same:

✅ All filters, metrics, and data remain unchanged
✅ No impact on reporting logic or statistics
✅ Familiar tools with a much cleaner presentation
This redesign makes working with campaign reports simpler, more intuitive, and visually aligned with the rest of dailypoint™.
Task

Email Template Preview in Promotions

To improve usability for Content Hub users, we’ve added a Preview button next to the email template name in both Promotions and Auto Promotions settings.

What’s New:

  • Preview Access:
    • Quickly open a preview of the selected email template right from the settings panel
    • Opens in a modal for easy viewing
  • Content Hub Only:
    • Available exclusively to users of the Content Hub module
    • Non-Content Hub users will not see this option
This update makes it faster and easier to double-check content before sending or scheduling communications.
Task

Improved Member Login: Username or Member Number

We’ve updated the dailypoint™ member login to make it more user-friendly. Members can now log in using either their username or member number, along with their program ID and password.

What’s New:

  • Flexible Login Options:
    • Members can now enter either their username or member number.
  • Updated Login Page Label:
    • The login field is now labeled "Username or Member Number".
  • Simplified Error Handling:
    • On failure, users will see:
      *"Invalid username or member number, or incorrect password."

Security Remains Unchanged:

  • No changes to rate limiting, password recovery, or account lockout behavior.
  • Case sensitivity and other security protocols are fully maintained.

Benefits:

✅ Easier login for users—more options, less frustration
✅ No impact on security or account management
✅ Fully backwards compatible
This small but impactful update makes logging in simpler and more intuitive for members.
Task

Adyen Payment Integration

We’ve integrated Adyen as a new payment provider, expanding your options for handling guest payments seamlessly through dailypoint™.

What’s New:

  • Adyen support added for secure online payments
  • Automatic payment link generation for use in guest communications (e.g., booking confirmations, pre-stay emails)
  • Payment status tracking: receive and store payment information within dailypoint™
This new integration provides a fast, secure, and flexible way to collect payments directly from your guests, improving both the guest experience and your operational flow.
Task

Password History Protection for Loyalty Accounts

To help increase account security, you can now optionally prevent members from reusing their last five passwords when changing credentials via the Loyalty Member Website.

What’s New:

  • Optional Security Setting:
    • A new checkbox “Use Password Chronicle” is now available in Loyalty Program settings
    • When enabled, dailypoint™ will remember the last five passwords used by each member
  • Password Validation:
    • If a member tries to reuse one of their last five passwords, the system will display a message:
      “Your new password cannot match any of your last five passwords. Please choose a different password.”
  • Default Behavior:
    • The feature is off by default and can be enabled per program as needed
This enhancement allows you to enforce better password hygiene and protect member accounts from unauthorized access.
Task

New Security Enhancement: Password Chronicle

To improve account security, we’ve introduced a password chronicle feature that prevents users from reusing their last password when changing it.

Key Updates:

  • No More Password Reuse:
    • Users must create a new password—reusing the last one is not allowed.
    • Reduces the risk of unauthorized access due to predictable passwords.
  • Stronger Security Compliance:
    • Aligns with best practices for password management.
    • Helps protect against brute-force and credential-stuffing attacks.
  • User-Friendly Notifications:
    • If a user tries to reuse their last password, they’ll receive a clear error message prompting them to create a new one.

Benefits:

Enhances account security—reduces risk from compromised passwords.
Encourages stronger password habits.
Simple & automatic—no extra steps for users.
Aligns with modern security standards.
This update adds an extra layer of protection to ensure your dailypoint™ account remains secure.
Task

Loyalty: Reports: Billing Points Auto/Manual

Added a report for billing points auto and manual.
Task

Reservations: Six Payment is now integrated

dailypoint™ can include payment links from multiple payment providers in reservation confirmations and pre-stay communications. Six Payment is the latest partner that we have integrated. Don't hesitate to contact your account manager if you want to include a payment link in your communications.
Task
Release date: 5/Mar/25
05
MAR 25

New Stay Relation Filter for RFM Segment Report

To improve revenue accuracy and prevent duplication, a mandatory Stay Relation filter has been introduced in the RFM Segment Report. This ensures that bookings, nights, and revenues are counted only once per reservation, even when multiple guests are attached.

Key Updates:

  • New Stay Relation Filter (Mandatory Before Report Generation):
    • Users must select a stay relation type before generating the report.
    • Default selection: "Main Guest" (users can adjust as needed).
  • Prevents Revenue Duplication:
    • Revenues are counted only once per reservation, regardless of how many guests are attached.
    • Eliminates double-counting for shared bookings (e.g., Booker + Accompanying Guest).
  • More Accurate Booking & Night Calculations:
    • If "Main Guest" is selected → Only main guest bookings are included.
    • If "Booker" is selected → Only bookings where the guest is the booker are counted.
  • Seamless Integration into the Report:
    • Filter added to the main filter section of the report.
    • System prevents report generation without a selection.

Benefits:

More accurate RFM reporting—no revenue duplication.
Cleaner data insights—focus only on relevant bookings.
Customizable analysis—choose the stay relation that fits your needs.
Ensures consistency in booking and revenue calculations.
This update provides more reliable revenue tracking and better segmentation accuracy, ensuring data integrity in RFM reporting.
Task

New 'Search on LinkedIn' Button in GIS

To enhance guest profile research, we’ve added a 'Search on LinkedIn' button in the Guest Information System (GIS) for profiles without a saved LinkedIn link. This feature allows quick access to LinkedIn search results based on a guest’s name.

Key Updates:

  • New 'Search on LinkedIn' Button:
    • Appears only if no LinkedIn profile link is saved.
    • Located in the top section of the guest profile (next to email/phone).
  • One-Click Deep Linking to LinkedIn:
    • Clicking the button opens a LinkedIn search with the guest’s first and last name.
  • Seamless User Experience:
    • If a LinkedIn profile link already exists, the button does not appear.
    • No impact on GIS functionality or existing profile workflows.

Benefits:

Faster guest research—no need to manually type names into LinkedIn.
Seamless integration—works directly from the GIS profile.
Non-intrusive—only appears when a LinkedIn link is missing.
No impact on saved data—just an enhancement for better usability.
This update helps teams quickly find LinkedIn profiles while keeping the GIS clean and intuitive.
Task

New Email Notifications for Incoming WhatsApp Messages

The Message Center now includes a "Notifications" tab, where users can configure email alerts for new WhatsApp messages. This ensures faster response times and better guest communication management.

Key Updates:

  • New "Notifications" Tab in Message Center Settings
    • A dedicated section for WhatsApp notifications.
    • Follows existing UI/UX patterns for seamless integration.
  • Two Notification Options (Configurable):
    • Send notifications to specific email addresses
      • Enter one or more email addresses to receive alerts for all incoming WhatsApp messages.
      • Admins can add/remove email addresses at any time.
    • Notify last user who sent a message
      • If a guest replies, the last user who contacted them gets an email alert.
      • Admins can enable/disable this setting globally.
  • New User Permission:
    • A new permission controls access to notification settings.
    • Applied by default to existing admins.
  • Email Notification Details:
    • Subject: 📩 New WhatsApp Message from [Guest Name]
    • Email includes:
      • Guest’s name (with a link to their profile)
      • Date & time of the received message
      • WhatsApp message content
      • Direct link to the chat for a quick response

Benefits:

Never miss a guest message—get notified instantly.
Faster response times for better guest engagement.
Flexible setup—choose who gets notified.
Seamless integration—works with existing dailypoint™ workflows.
This update ensures better communication tracking and responsiveness—keeping your team connected with guests in real-time.
Task

Simplified Navigation in Message Center Settings

The Message Center settings menu has been redesigned to improve usability. Instead of navigating through multiple sub-menus, users can now access everything in one tabbed settings page for a more streamlined experience.

Key Updates:

  • One Settings Page, Three Tabs:
    • The previous sub-navigation (Categories, Template Editor, Insert Texts) has been removed.
    • Now, clicking Settings in Message Center opens a single tabbed interface.
    • Default tab: Users land on Categories first.
  • Insert Texts Now Uses a Dropdown Filter:
    • The "Active / Inactive" filter is now a dropdown instead of separate tabs.
  • No Changes to Permissions or Data:
    • Users retain the same permissions as before.
    • All existing settings remain intact, with no reconfiguration needed.

Benefits:

Faster access—all settings in one place, reducing clicks.
More intuitive navigation with a clear tabbed structure.
Consistent design with other dailypoint™ settings.
No data loss or changes to permissions.
This update ensures easier management of Message Center settings, keeping workflows smooth and efficient.
Task

Introducing 'Status Nights' in Loyalty Rules

The Loyalty Rules module now supports a new calculation type: 'Status Nights', allowing hotels to base loyalty status on nights stayed rather than points earned.

Key Updates:

  • New 'Status Nights' Option:
    • Added to the 'Type of Points' dropdown in the Points Calculation Rule screen.
    • Available only when the Calculation Rule is set to "Nights".
  • UI Adjustments for 'Status Nights':
    • "Points" field renamed to "Nights" to reflect the new calculation method.
    • Unnecessary fields removed when 'Status Nights' is selected:
      ❌ Cost per point
      ❌ Billing Group
  • Button Placement Update:
    • "Save" and "Cancel" buttons swapped for improved usability:
      "Save" now on the right
      "Cancel" on the left

Benefits:

More flexibility—track loyalty based on nights stayed instead of points.
Simplified UI—only relevant fields are shown for better clarity.
Consistent status tracking across different loyalty models.
Improved usability with intuitive button placement.
This update expands loyalty program customization, making it easier to reward guests based on their stay history.
Task

New KPIs in Promotion Reports: Open-to-Book & Click-to-Book Rates

To improve campaign performance tracking, two new booking-related KPIs have been added to the Promotion Report Panel and Promotion Statistic Report. These metrics provide deeper insights into how well your email campaigns convert recipients into bookings.

New KPIs & Calculations:

  • Open-to-Book Rate (%):
    • Formula: (Recipients who opened and bookedRecipients who opened (unique))×100\left(\frac{\text{Recipients who opened and booked}}{\text{Recipients who opened (unique)}}\right) \times 100(Recipients who opened (unique)Recipients who opened and booked​)×100
    • Measures the percentage of recipients who opened the email and later booked.
  • Click-to-Book Rate (%):
    • Formula: (Recipients who clicked and bookedRecipients who clicked (unique))×100\left(\frac{\text{Recipients who clicked and booked}}{\text{Recipients who clicked (unique)}}\right) \times 100(Recipients who clicked (unique)Recipients who clicked and booked​)×100
    • Measures the percentage of recipients who clicked on a link and later booked.

UI & Report Updates:

  • Promotion Report Panel:
    • Open-to-Book and Click-to-Book Rates are now displayed next to existing KPIs (open rate, click rate, revenue, etc.).
    • Values appear as percentages, rounded consistently with other KPIs.
    • Tooltips added to explain potential tracking limitations due to privacy settings in email clients.
  • Promotion Statistic Report (Table Update):
    • Two new columns:
      Open-to-Book Rate (%)
      Click-to-Book Rate (%)
    • Positioned next to Open Rate and Click Rate for easy comparison.
    • Included in CSV/Excel exports for data analysis.

Benefits:

Deeper campaign insights—track how emails influence actual bookings.
Better decision-making—see which promotions drive the most conversions.
Seamless integration—new KPIs appear alongside existing metrics.
Export-ready—analyze data offline with CSV/Excel reports.
This update provides a clearer view of how email engagement translates into actual revenue, helping you optimize future promotions.
Task

Loyalty API Enhancement: Member Number Login Support

The Loyalty Member Login API now supports authentication using a member number, providing an alternative to the existing username-based login. This update ensures greater flexibility while maintaining security and backward compatibility.

Key Updates:

  • New Optional Parameter:
    • membernumber – Allows login with a member number instead of a username.
    • username – Continues to work as before.
    • Mutually exclusive – Requests must include either a username or a member number, but not both.
  • Program ID Still Required:
    • The program ID remains mandatory for all login attempts.
  • Error Handling & Validation:
    • If both username and member number are provided, the API returns an error.
    • The error message now specifies which credential is invalid.
  • Security & Compatibility:
    • No changes to security—rate limiting, failed login tracking, and authentication flows remain intact.
    • No database modifications—member numbers are already indexed and stored.

Benefits:

More flexible login options for loyalty members.
Seamless transition—no impact on existing API clients.
Improved user experience for members using their assigned number.
Consistent security measures remain in place.
This update enhances authentication flexibility while ensuring backward compatibility and strong security.
Task

Enhanced Contract Management with New Status Options & History Tracking

The Contract Management module has been upgraded with a more detailed status system, improved filtering, and historical tracking—offering greater clarity and control over contract lifecycles.

Key Updates:

  • New Contract Status Dropdown:
    • Replaces the old 'Active' checkbox with detailed status options:
      • Draft, Pending Review, Pending Approval, Approved
      • Pending Signature, Fully Executed, Active
      • On Hold, Expiring Soon, Renewed, Expired
      • Canceled, Terminated, Closed, Archived
  • Archived Contracts:
    • Contracts marked "Archived" are hidden from standard listings.
    • To view archived contracts, users must explicitly select "Archived" in the new multi-select status filter.
  • Status-Specific Requirements for Cancellations:
    • When a contract is marked "Canceled" or "Terminated", the following fields must be completed:
      • Cancellation Date (required)
      • Effective Cancellation Date (required)
      • Cancellation Reason (required)
      • Canceled by (required)
      • Notes (optional)
  • New Multi-Select Status Filter:
    • Users can now filter by multiple statuses simultaneously for better contract searches.
    • The previous 'Active' filter has been removed.
  • Historical Tracking of Status Changes:
    • A new "History" tab logs all status changes.
    • Tracks manual updates and automated workflow changes.
    • Displays latest changes first for quick reference.

Benefits:

More contract visibility with structured status categories.
Better filtering—quickly find contracts based on status.
Improved auditing with a full change log in the history tab.
No manual tracking needed—status updates are logged automatically.
More clarity on cancellations with required fields for proper documentation.
This update streamlines contract tracking, enhances reporting, and ensures all changes are properly documented—keeping contract management efficient and transparent.
Task

New Target Group Filter for Failed WhatsApp & SMS Deliveries

To ensure better message reach and improved auto-promotion effectiveness, we’ve introduced new target group filters that allow automatic email follow-ups for recipients whose WhatsApp or SMS messages failed.

Key Updates:

  • New Target Group Filters:
    • Filter recipients based on a specific Auto-Promotion ID (mandatory selection).
    • Select message type:
      ✅ WhatsApp failures
      ✅ SMS failures
      Both (combined selection)
  • Flexible Failure Tracking:
    • Capture both temporary and permanent failures from the FailedMessageLogs table.
    • Apply a date range filter to select failed deliveries within a specific period.
  • Automated Email Follow-Up:
    • Once configured, the system automatically triggers fallback email auto-promotions.
    • Ensures recipients who missed the WhatsApp/SMS message still receive communication.
  • Seamless Data Integration & UI Enhancements:
    • New filters align with existing target group selection designs.
    • Mandatory auto-promotion selection ensures accurate targeting.
    • User-friendly selection process for effortless configuration.

Benefits:

Improves message reach—recipients don’t miss important promotions.
Reduces manual work—fallback emails trigger automatically.
Flexible filtering—customize by auto-promotion, message type, and date range.
Accurate failure tracking—based on real message delivery logs.
Seamless integration—works with existing auto-promotion workflows.
This update ensures reliable communication and maximizes engagement by making sure messages reach guests—even when initial delivery fails.
Task

WhatsApp Reactions Now Supported in the Message Center

The dailypoint™ WhatsApp integration now supports message reactions, allowing users to see and track guest engagement more effectively.

Key Updates:

  • Receive & Process Reactions:
    • The system captures all WhatsApp reactions, including 🙏, ❤️, 👍, 😂, 😢, 😮, etc.
    • Reactions are fetched via LinkMobility API and stored with:
      • Reaction type (emoji used)
      • Timestamp of reaction
      • User who reacted (if applicable)
      • Associated message ID
  • Unread Message Tracking:
    • When a reaction is received, the original message is marked as unread until reviewed.
    • Notifications for new reactions follow the existing unread message workflow.
  • Enhanced UI for Reactions:
    • Reactions appear beneath the corresponding message, mirroring WhatsApp’s native UI.
    • Multiple identical reactions are grouped together for a cleaner display.

Benefits:

Improves engagement tracking by capturing guest reactions.
Enhances workflow efficiency with unread markers for reacted messages.
Maintains WhatsApp’s native experience with an intuitive UI update.
Supports high-volume interactions, ensuring seamless scalability.
This enhancement keeps WhatsApp communication interactive and insightful, allowing users to better understand guest sentiment in real time.
Task

Introducing the 'Interests' Panel in the Promotion Module

The Promotion module now includes a new "Interests" panel that allows users to assign interests to profiles based on their email click behavior. This enhancement enables better audience segmentation by tracking user engagement dynamically.

Key Features:

  • Automated Link Tracking:
    • All links from the email are automatically listed in the "Links" column.
    • Users can configure interest assignments for each link.
  • Interest Assignment Rules:
    • Each link can be assigned one or more predefined interests via a multi-select dropdown.
    • Clicking a link assigns the selected interests to the profile.
  • Weighting for Engagement Scoring:
    • Each interest can be assigned a weight (1-100) to measure engagement strength.
    • If the same interest is assigned multiple times, weights are summed cumulatively.
  • Time Constraints for Rule Execution:
    • Rules are only active between the promotion drop date and the promotion end date.
    • Ensures data remains relevant within the promotion's active period.

Benefits:

Automates engagement tracking based on actual user interactions.
Improves audience segmentation by refining interest-based targeting.
Ensures accurate engagement scoring with weighted interest values.
Reduces manual effort by auto-populating email links for setup.
Prevents errors and maintains data quality with built-in validation.
This update enhances promotional reporting and audience intelligence, helping marketing teams refine future campaigns based on real engagement insights.
Task

We’re excited to announce a comprehensive redesign of several Content Hub pages in dailypoint™.

This update enhances the user experience with a streamlined interface consistent with the Email Template page.
  • Redesigned Pages:
    • SMS Templates
    • Content Piece Page for Content Bot
    • Layout Templates
    • Components
  • Improved User Experience:
    • A unified and intuitive layout across all redesigned pages ensures easier navigation and content management.
    • Consistent design improves usability and reduces the learning curve for users.
  • Aligned with Email Template Page Design:
    • The updated design aligns with the familiar and user-friendly Email Template page layout, providing a cohesive experience throughout the Content Hub.
This redesign enhances productivity and visual consistency, making content creation and management smoother.
Task
Release date: 5/Feb/25
05
FEB 25

Inactive Profiles Now Excluded by Default in Target Groups

To improve the accuracy of target groups and align with user expectations, inactive profiles will now be excluded by default. Users who wish to include them can manually enable this option in the target group configuration.

Key Updates:

  • New Default Behavior:
    • Inactive profiles will not be included in target groups unless explicitly selected.
    • This ensures that communications and campaigns reach only active contacts by default.
  • Optional Inclusion of Inactive Profiles:
    • A new condition ("Include Inactive Profiles") has been added to the target group configuration.
    • When enabled, inactive profiles that meet other criteria will be included.
  • No Impact on Existing Target Groups:
    • Existing target groups remain unchanged and fully functional.
    • Historical data and reports are not affected by this change.
  • Optimized Performance & Filtering:
    • The updated filtering logic ensures efficient processing, even for large datasets.
    • No performance degradation when excluding or including inactive profiles.

Benefits:

More accurate and relevant target groups by default.
Better campaign efficiency—focus on active profiles.
Flexibility to include inactive profiles when needed.
No impact on existing configurations or reports.
This update ensures smarter targeting, cleaner datasets, and better segmentation control while allowing users to adjust settings when necessary.
Task

Updated Email Editor in Booking Manager for a Smoother Experience

The email editor section in the reservation edit screen has been redesigned to enhance usability, visual consistency, and responsiveness. While functionality remains unchanged, the layout has been updated to align with dailypoint™'s latest design standards.

Key Updates:

  • Updated UI & Button Design:
    • All buttons and UI elements follow the new button design rules.
    • The email editor now matches the latest dailypoint™ UI style, ensuring a clean and professional look.
  • Improved Responsiveness:
    • Optimized layout for smaller screens, making it easy to use on various devices.
    • The email editor seamlessly adjusts without compromising functionality or readability.
  • Same Powerful Email Tools:
    • All existing features—such as text formatting, templates, and content editing—remain intact.

Benefits:

Visually consistent and modernized UI for an improved experience.
Better usability on small screens, reducing unnecessary scrolling.
No loss of functionality, ensuring a smooth transition for all users.
This update ensures a more intuitive and polished email editing experience in the Booking Manager without disrupting existing workflows. BookingManager_Editor_2 (1)-20250129-153818.png
Task

New Hierarchical Relationship Levels: Master & Sub-Accounts

To enhance profile hierarchy and improve company structure visualization, two new relationship levels—"Master Account" and "Sub-Account"—have been added to the profile module.

Key Features:

  • New Relationship Levels:
    • Master Account:
      • A top-level relationship type listing all associated Sub-Accounts.
      • Cannot be edited or deleted by users.
    • Sub-Account:
      • Directly linked to a Master Account.
      • Lists all associated Master Accounts in the hierarchy.
      • Cannot be edited or deleted by users.
  • Enhanced Tree Structure:
    • "Master Account" level added at the top of the hierarchy.
    • "Sub-Account" level placed beneath "Master Account".
    • "Master of" Section: Displays all related Sub-Accounts.
    • "Sub-account of" Section: Displays all related Master Accounts.
  • Automated Relationship Management:
    • The system automatically updates the hierarchy when profiles are assigned as Master Account or Sub-Account.
  • Access Control & Permissions:
    • New user permissions allow authorized users to manage Master-Sub relationships.
    • The relationships can only be applied to non-person profiles (e.g., Companies, Travel Agents).

UI/UX Enhancements:

  • Updated Relationship Tree: Displays the new hierarchy levels clearly.
  • Seamless Profile View Integration: "Master of" and "Sub-account of" sections are visible in the profile module.
This update streamlines company profile management, allowing for better revenue tracking and PMS mapping while maintaining data integrity.
Task

WhatsApp Reactions Now Supported in the Message Center

The dailypoint™ WhatsApp integration now supports message reactions, allowing users to see and track guest engagement more effectively.

Key Updates:

  • Receive & Process Reactions:
    • The system captures all WhatsApp reactions, including 🙏, ❤️, 👍, 😂, 😢, 😮, etc.
    • Reactions are fetched via LinkMobility API and stored with:
      • Reaction type (emoji used)
      • Timestamp of reaction
      • User who reacted (if applicable)
      • Associated message ID
  • Unread Message Tracking:
    • When a reaction is received, the original message is marked as unread until reviewed.
    • Notifications for new reactions follow the existing unread message workflow.
  • Enhanced UI for Reactions:
    • Reactions appear beneath the corresponding message, mirroring WhatsApp’s native UI.
    • Multiple identical reactions are grouped together for a cleaner display.

Benefits:

Improves engagement tracking by capturing guest reactions.
Enhances workflow efficiency with unread markers for reacted messages.
Maintains WhatsApp’s native experience with an intuitive UI update.
Supports high-volume interactions, ensuring seamless scalability.
This enhancement keeps WhatsApp communication interactive and insightful, allowing users to better understand guest sentiment in real time.
Task

Introducing the 'Interests' Panel in the Promotion Module

The Promotion module now includes a new "Interests" panel that allows users to assign interests to profiles based on their email click behavior. This enhancement enables better audience segmentation by tracking user engagement dynamically.

Key Features:

  • Automated Link Tracking:
    • All links from the email are automatically listed in the "Links" column.
    • Users can configure interest assignments for each link.
  • Interest Assignment Rules:
    • Each link can be assigned one or more predefined interests via a multi-select dropdown.
    • Clicking a link assigns the selected interests to the profile.
  • Weighting for Engagement Scoring:
    • Each interest can be assigned a weight (1-100) to measure engagement strength.
    • If the same interest is assigned multiple times, weights are summed cumulatively.
  • Time Constraints for Rule Execution:
    • Rules are only active between the promotion drop date and the promotion end date.
    • Ensures data remains relevant within the promotion's active period.

Benefits:

Automates engagement tracking based on actual user interactions.
Improves audience segmentation by refining interest-based targeting.
Ensures accurate engagement scoring with weighted interest values.
Reduces manual effort by auto-populating email links for setup.
Prevents errors and maintains data quality with built-in validation.
This update enhances promotional reporting and audience intelligence, helping marketing teams refine future campaigns based on real engagement insights.
Task

Simplified Form Link Representation in Promotion Reports

The representation of dailypoint™ forms in promotion reports has been updated for better clarity and usability. Instead of displaying full URLs, form links now appear with simplified form names, improving report readability and analysis.

Key Updates:

  • Simplified Form Display:
    • Full URLs are now replaced with form names (e.g., "Profile Update Form") instead of long, complex links.
    • Eliminates clutter, making reports easier to read.
  • Consolidated Click Data:
    • Clicks are now grouped by form name, rather than counting each unique URL separately.
    • Reports now show both total clicks and unique clicks per form.
  • Consistent Reporting Across Modules:
    • The updated format applies to all reports where these forms are referenced.
    • Ensures a unified and structured view of form engagement data.
  • Fallback Mechanism:
    • If a form name cannot be determined, the full URL will be displayed as a backup to maintain data integrity.

Benefits:

Easier report readability – No more long, complex URLs cluttering reports.
More accurate tracking – Clicks are correctly aggregated per form instead of per unique URL.
Faster analysis – Marketers can quickly identify high-performing forms.
Standardized reporting – A consistent data format across all reports improves clarity.
This update simplifies the reporting process, making it easier for marketing teams to understand form engagement and optimize campaign performance.
Task

Click-to-Open Rate (CTOR) Now Available in Promotion Reports

The Click-to-Open Rate (CTOR) is now included in promotion reports, offering a clearer picture of engagement by measuring the percentage of email openers who clicked on a link.

What is CTOR?

CTOR = (Unique Clicks / Unique Opens) * 100
This metric helps assess how effectively email content encourages engagement among those who open it.

Where to Find CTOR?

  • Promotion Statistic Report:
    • CTOR has been added as a sortable column for easy comparison across promotions.
  • Promotion Interface (Report Section):
    • CTOR is now displayed alongside other key email metrics like Click Rate and Open Rate.

Benefits:

  • Provides a more accurate measure of engagement beyond standard open and click rates.
  • Helps optimize content and design by identifying which emails drive the most interaction.
  • Easily sortable and comparable, making performance analysis more efficient.
This update ensures better campaign insights, allowing marketing teams to refine strategies and maximize email engagement.
Task

Booking Manager List View – Redesigned for Better Usability

The Booking Manager UI has been redesigned to provide a more intuitive and structured experience, making it easier to view, manage, and act on reservations efficiently.

What’s New?

  • Clearer, More Structured Columns
    • Actions: Easily select, send, or delete reservations with intuitive icons.
    • Property: See which hotel or property the reservation belongs to at a glance.
    • Reservation Number & Guest Name: Clickable links now take you directly to the reservation or guest profile.
    • Arrival & Departure Dates: Clearly displayed to help track guest stays.
    • Communication Type & Status: Easily identify how the guest was contacted and the status of their reservation.
    • Import Date & Creator: View when a reservation was imported and by whom.
    • Approver & Option Date: See who approved the booking and any optional booking deadlines.
    • Email/Phone: Recipient details now appear more clearly for quick reference.
  • Cleaner, More Intuitive Design
    • Icons for phone, email, and attachments now appear in greyscale for a more professional look.
    • Action buttons are positioned logically, ensuring quick access to key functions.
    • The burger menu provides additional options like Preview, Transfer to Sent, Activities, and Reservation Notes.
  • Effortless Navigation & Functionality
    • Merge reservations easily using checkboxes.
    • Quickly identify the sender, reservation creator, and guest details in a structured way.
    • Responsive across devices and optimized for different screen resolutions.
This update enhances visibility, reduces clicks, and makes managing reservations faster and more intuitive than ever. Frame 1_2 (1).png
Task

New "Save & New Task" Button in Communication Notes Modal

The Communication Notes modal in GIS now includes a "Save & New Task" option, allowing users to seamlessly save a note and create a related task without navigating between modals.

Key Features:

  • New Button for Workflow Efficiency:
    • A "Save & New Task" button is now available alongside the existing "Save" and "Cancel" options.
    • Styled and positioned consistently with the current UI.
  • Enhanced Workflow:
    • Clicking "Save & New Task" will:
      1. Save the communication note (same as the current "Save" function).
      2. Close the communication modal.
      3. Automatically open a new task modal for the same guest or communication record.
  • Pre-Populated Task Modal:
    • The new task modal is pre-filled with relevant details, such as the guest, contact, or participant information from the saved communication note.
This enhancement significantly reduces the steps required to manage follow-ups, streamlining user workflows and improving efficiency. image-20250128-171435.png
Task

Promotion List View – Improved Usability & Navigation

The Promotion List view has been redesigned to provide a more structured and user-friendly experience, making it easier to manage and track promotions efficiently.

What’s New?

  • More Intuitive Navigation:
    • The Edit button has been removed.
    • Now, simply click the promotion name to open and edit it.
  • Improved Readability & Clarity:
    • Character Limit for Promotion Names:
      • Names longer than 60 characters will now be truncated with "..." to keep the view clean.
    • Updated Column Names:
      • "Total populated" → "Total sent"
      • "Change date" → "Updated"
  • Refined Action Icons:
    • The Delete button is now a blue trash can icon, matching the link color.
    • The column name has been changed to "Action" for clarity.
  • Consistent Formatting & Alignment:
    • Text & date columns are now aligned to the left for better readability.
    • Numeric columns are aligned to the right for consistency.

Why It Matters

  • Reduces visual clutter for a more structured list view.
  • Makes navigation easier by linking the promotion name directly to the edit page.
  • Aligns with the latest UI design standards for a modern, intuitive experience.
This update simplifies promotion management, improving efficiency and usability for marketing users. image-20250115-080037.png
Task

Content Hub List View Redesign

The list views in the Content Hub have been updated to match the latest design standards. These changes simplify the layout, improve alignment, and streamline interactions:

Key Changes:

  • Simplified Layout:
    • Removed navigation buttons in the upper area.
    • Removed the edit button and result count information.
  • Adjusted Alignment:
    • Text and dates are now aligned to the left, including column headers.
    • Numbers are aligned to the right, including column headers.
    • Search bar resized and aligned with the dropdown for selecting results per page.
  • Icon Enhancements:
    • Updated Copy and Delete icons with hover effects:
    • Icons are presented cleanly without buttons or background colors.
  • Functional Consistency:
    • All existing functionalities, including filtering, sorting, and actions like Copy and Delete, remain unchanged.
This update provides a more streamlined and user-friendly experience across the Content Hub.
Task

WhatsApp Integration for Auto-Promotions

The Auto-Promotions module now supports WhatsApp as a communication medium, offering more flexibility and reach for your automated campaigns.

Key Updates:

  • WhatsApp as a New Medium:
    • Added WhatsApp as a selectable option in the Medium dropdown.
    • Configure WhatsApp-specific options in the Settings panel.
  • Settings Panel Updates:
    • Send Type: Dropdown displaying WhatsApp-specific send types.
    • Template Group Selection: Dropdown for selecting relevant WhatsApp template groups.
    • Phone Type: Users can select between Private or Business phone numbers for message delivery.
    • Automation Type: Clearly indicates WhatsApp as the medium.
  • Dynamic UI Adjustments:
    • The Settings panel dynamically updates when switching between mediums to show relevant fields.
This enhancement enables a seamless setup process for WhatsApp Auto-Promotions, ensuring flexibility, usability, and consistency across communication mediums.
Task

WhatsApp Added to Promotion Settings UI

The Promotion and Auto-Promotion configuration UI now includes WhatsApp as a new medium option in the "Medium" dropdown. This update introduces dynamic adjustments to the Settings panel for seamless WhatsApp integration.

Key Updates:

  • WhatsApp in Medium Dropdown:
    • WhatsApp is now available as a selectable option alongside existing mediums like Email and SMS.
    • Designed to align with current UI standards for consistency and ease of use.
  • Dynamic Settings Panel Adjustments:
    When "WhatsApp" is selected, the following fields appear in the Settings panel:
    • Send Type: Dropdown with WhatsApp-specific send types.
    • Template Group: Dropdown or search field to select a WhatsApp template group.
    • Schedule Dispatch: Date and time picker for scheduling the promotion.
    • Phone Type: Dropdown to specify Business or Private phone numbers.

Interaction Guidelines:

  • The Settings panel dynamically updates to reflect WhatsApp-specific options when the medium is switched to WhatsApp.
  • Reverts to default options when a different medium is selected.

Enhanced Usability:

  • Clear labels, tooltips, and placeholders improve user understanding and navigation.
  • Seamless integration with the existing UI ensures a consistent experience.
This update simplifies configuring WhatsApp promotions, providing a user-friendly and intuitive interface for managing campaigns.
Task

We’re excited to announce a comprehensive redesign of several Content Hub pages in dailypoint™.

This update enhances the user experience with a streamlined interface consistent with the Email Template page.
  • Redesigned Pages:
    • SMS Templates
    • Content Piece Page for Content Bot
    • Layout Templates
    • Components
  • Improved User Experience:
    • A unified and intuitive layout across all redesigned pages ensures easier navigation and content management.
    • Consistent design improves usability and reduces the learning curve for users.
  • Aligned with Email Template Page Design:
    • The updated design aligns with the familiar and user-friendly Email Template page layout, providing a cohesive experience throughout the Content Hub.
This redesign enhances productivity and visual consistency, making content creation and management smoother.
Task
Release date: 11/Dec/24
11
DEC 24

We’ve added a safeguard to prevent accidental data loss in the GIS.

  • Unsaved Data Warning:
    • Users attempting to leave the GIS page without saving their changes will now see the browser’s standard warning message:
      "Reload site? Changes you made may not be saved."
  • Improved Data Protection:
    • This feature ensures that users are aware of unsaved changes before navigating away, protecting their work and preventing accidental data loss.
This simple yet essential enhancement improves reliability and user confidence when working in the GIS module.
Task

We’ve made significant UI improvements to the Campaign List view for a more organized and user-friendly experience:

  • Edit Button Simplification: The standalone edit button has been removed. Clicking the campaign name now navigates directly to the edit view.
  • Campaign Name Enhancements: Campaign names are now limited to 60 characters, with truncation indicated by "..." for longer names.
  • Action Icons: The "Delete" and "Archive" buttons have been replaced with a trash can and moving box icon, respectively. The column is now labeled "Action."
  • Bulk Edit Functionality: Checkboxes are initially hidden but can be enabled for bulk editing by clicking a new checkbox icon in the "Action" column header.
  • Column Renaming: Improved clarity with updated column names:
    • "Total populated" → "Total sent"
    • "Promotions count" → "Promotions"
    • "Change date" → "Updated"
  • Date Formatting: Dates and times in the "Updated" column are now displayed in a single line.
  • Alignment Adjustments: Text and date columns are left-aligned, while numeric columns are right-aligned.
These updates enhance usability, reduce clutter, and provide a smoother experience for campaign management.
Task

We’ve significantly enhanced the WhatsApp integration in the dailypoint™ CRM system to improve usability and compliance.

Key updates include:
  • Chat Interface Enhancements:
    • Guest details (e.g., name, age, location, last and next stays) displayed in a redesigned profile info panel with a clean background.
    • Intuitive header dropdown for switching between guest WhatsApp numbers with seamless conversation view updates.
    • Expanded message input field for long messages and clear "+" and "Send" icons for attachments and message sending.
  • Improved Message Design:
    • Sent messages: Light green background with checkmark delivery indicators and sender initials for quick reference.
    • Received messages: Clean white background with a drop shadow for distinction.
    • Consistent timestamps are displayed on all message bubbles.
  • Conversation Restart Workflow:
    • A "Restart Conversation" button appears when the 24-hour reply window expires.
    • Modal for restarting conversations includes a dropdown to select approved WhatsApp templates and a "Send" button to initiate communication.
  • Responsive and Compliant:
    • Fully responsive design for varying screen sizes.
    • Adheres to WhatsApp Business API policies for template usage and message expiration rules.
This update ensures a smoother operator workflow, better organization, and compliance with WhatsApp guidelines.
Task

Introducing a new feature to enhance reservation handling for Apaleo PMS users.

  • New PMS Reservation Update Control Setting:
    • A toggle option is now available under Booking Manager > Settings > Reservation Handling to manage reservation updates intelligently.
  • Enhanced Reservation Sync Logic:
    • If a reservation with the same reservation number exists in the active folder:
      • Status “new”: The existing reservation is updated.
      • Status “edit” or “update”: A new reservation is created to track changes distinctly.
  • Date Logging for Updates:
    • Each time a reservation is updated, the update date is logged and displayed:
      • In the reservation overview screen.
      • Within the reservation details view.
  • Improved Error Handling:
    • Logs detailed error messages if issues occur during updates or creation, including the reservation source, ID, and attempted action.
  • User-Friendly Settings:
    • A new toggle in the settings includes hover-over help text explaining the feature.
This update reduces duplicate data, streamlines reservation handling, and improves accuracy in the Booking Manager.
Task

We’re excited to announce a comprehensive redesign of several Content Hub pages in dailypoint™.

This update enhances the user experience with a streamlined interface consistent with the Email Template page.
  • Redesigned Pages:
    • SMS Templates
    • Content Piece Page for Content Bot
    • Layout Templates
    • Components
  • Improved User Experience:
    • A unified and intuitive layout across all redesigned pages ensures easier navigation and content management.
    • Consistent design improves usability and reduces the learning curve for users.
  • Aligned with Email Template Page Design:
    • The updated design aligns with the familiar and user-friendly Email Template page layout, providing a cohesive experience throughout the Content Hub.
This redesign enhances productivity and visual consistency, making content creation and management smoother.
Task

We’ve enhanced the ROI widget on the dailypoint™ Desktop by adding two new KPIs for better performance tracking:

  • KPI 1: Revenue from Automation
    Displays total revenue generated from reservations linked to auto promotions at the "Relationship" guest journey stage, calculated for the last 30 days.
  • KPI 2: Revenue from Manual Promotions
    Displays total revenue generated from reservations linked to manual promotions over the last 30 days.
This update empowers users to analyze promotion effectiveness and make data-driven decisions.
Task

The Campaign Statistics report now includes a new "Promotion Type" filter, which provides enhanced analytical capabilities.

This update includes:
  • A filter with two options: "Auto Promotion" and "Manual Promotion."
  • Placement alongside existing filters in the Campaign Statistics report.
  • Functionality that applies to all past and future campaign data, ensuring seamless analysis.
  • Compatibility across all associated metrics, including open rates, click rates, revenue, and bookings.
  • No changes to the existing report behavior or statistics calculation process.
This feature empowers users to focus on specific promotion types, driving more targeted insights and better decision-making.
Task

Enhanced Sales Opportunities functionality with a new 0% probability value to improve lead tracking and management

New Features:

  • 0% Probability Option:
    • A new 0% option has been added to the Probability dropdown, enabling users to mark opportunities with no chance of success.

Functionality and Compatibility:

  • Seamless Integration:
    • The 0% probability option is fully integrated alongside existing values (e.g., 10%, 20%, 50%).
    • All current functionalities, including calculations and reports that use the Probability field, remain unaffected.
This update provides sales teams with enhanced accuracy in tracking and managing opportunities, supporting better pipeline insights and decision-making.
Task

We’ve enhanced the Booking Manager’s "Edit Reservation" section to provide a more intuitive and functional user experience.

Key Features:

Header:

  • Guest title, first name, and last name are displayed prominently in bold blue.
  • Clicking the guest’s name opens the full profile in a new tab.

Reservation Details:

  • Read-only fields have a clean, non-intrusive design with light gray labels and dark text on a white background.

Right Section:

  • Options include:
    • Property dropdown.
    • Schedule send time (time picker).
    • "Approve and lock" checkbox.
    • "Save as standby" checkbox.

Communication Settings Tabs:

  • Email Tab:
    • Fields for Send Type, From, To, CC, BCC, and Subject.
  • SMS Tab:
    • Fields for Send Type, Mobile Number (with existing numbers and an option to add a new one), and Message (up to 4000 characters).
    • Save new numbers directly to the guest profile with a checkbox option.

Action Buttons:

  • Primary button: Send (blue background).
  • Secondary button: Save & Close.
These enhancements provide a more organized and efficient way to manage reservations, send communications, and maintain guest profiles.
Task

Redesigned Email Template Page in Content Hub

We've completely redesigned the "Email Template Settings" section in the Content Hub for a more intuitive and streamlined user experience. The new layout now organizes fields into four easy-to-navigate tabs: Configuration, Customization, Content Bot, and Instructions. This structure allows you to focus on what matters without being overwhelmed by unnecessary details. Key enhancements include:
  • Four Organized Tabs:
    • Configuration: Manage core settings like Template ID, Status, Languages, and more.
    • Customization: Add custom CSS and tracking codes.
    • Content Bot: Toggle and configure AI-powered content options.
    • Instructions: Provide detailed instructions for your team.
  • Improved Navigation: Smooth transitions between tabs with unsaved data retained across tabs until explicitly discarded.
  • UI Enhancements: Fully responsive design that aligns with modern aesthetics, ensuring a seamless experience across all devices.
This update makes configuring and customizing your email templates more efficient, saving you time and helping you create better content with ease. image-20241010-154631.png
Task

Media Center Image Upload Limit

To keep your emails performing at their best, we've set a new limit for image uploads in the Media Center. All images must now be web-optimized with a maximum file size of 1 MB and a resolution of 72 dpi. If you try to upload a larger file, you'll receive a friendly reminder to resize or compress your image, ensuring your emails stay lightning-fast. Leaner files mean quicker load times, so keep those images web-ready!
Task

Improved File Upload in Contract Management

You can now upload files directly when creating a contract in the contract management system. This enhancement streamlines the process, allowing you to attach relevant documents right from the start, without the need to save the contract first. Save time and reduce steps, making contract creation faster and more convenient!
Task

New "Create Contract" Button for Easier Contract Management

We've added a "Create Contract" button to the contract management tab, allowing you to initiate contracts directly from the Guest Information System (GIS). This new feature streamlines the process by automatically selecting the relevant account profile when creating a contract, saving you time and reducing manual data entry. image-20240912-081927-20241010-140852.png
Task

Enhanced Notes Management in Guest Information System (GIS)

We've introduced a comprehensive new "Notes" panel in the Guest Information System (GIS) to streamline the way you create, view, and manage guest-related notes. This enhancement includes:
  1. Interactive Note Modal:
    • You can now add or update notes with detailed fields such as note type, internal/external classification, property selection, and note content.
    • Options for classifying notes globally or linking them to specific properties are also available.
    • The modal is user-friendly, with responsive design and clear instructions, ensuring a smooth experience when saving or editing notes.
  2. Notes Overview Section:
    • All guest notes are now displayed in an organized overview with filtering and sorting options, making it easy to find the information you need.
    • Notes are sorted by the newest first and display essential details like note type, property code, and internal/external classification.
    • Quick actions allow for easy editing or deletion of notes directly from the overview, improving note management efficiency.
  3. New Lookup Type for Note Types:
    • We've added a new Lookup Type feature to manage different note types, including a code and a description for each type.
    • This setup ensures flexible note categorization, allowing for easy updates and the introduction of new note types as needed.
These enhancements make tracking and managing guest notes more intuitive and efficient, providing better context and accessibility in handling guest profiles. Notes Overview (1) (1)-20241010-152230.png
Task

Export Functionality for Tasks in Basic Sales

We’ve added a new export feature to the tasks section in Basic Sales, allowing you to easily export all tasks or your individual tasks for reporting purposes. This enhancement enables smoother data handling and more efficient reporting, giving you the flexibility to analyze and manage your tasks outside the system.
Task

Expanded target group configuration to include new mobile number fields for enhanced audience segmentation.

New Target Group Conditions:

  • Phone Private 2 (Mobile) and Phone Business 2 (Mobile):
    • Available as selectable conditions for presence/absence filtering.
  • WhatsApp Status for New Fields:
    • Target based on whether the new mobile numbers are associated with WhatsApp (if the WhatsApp checkbox is selected).

Enhanced Capabilities:

  • Phone Targeting:
    • Create target groups based on the new fields, just like the existing "Phone Private (Mobile)" and "Phone Business (Mobile)" conditions.
  • WhatsApp-Specific Targeting:
    • Leverage WhatsApp status to refine communication strategies.

Improved Target Group Interface:

  • Updated Configuration Panel:
    • The new fields appear under both the Phone and WhatsApp categories in the target group editor.
  • Seamless Integration:
    • Fully integrated with the creation, editing, and execution of target groups within dailypoint™.
This update allows users to craft more precise target groups using expanded mobile number fields, empowering campaigns with better reach and relevance.
Task

Enhanced Contact Details with Additional Mobile Fields

We've added two new fields, "Phone Private 2 (Mobile)" and "Phone Business 2 (Mobile)," to the profile section, making it easier for you to store and manage multiple guest mobile numbers. Each of these fields includes a checkbox to mark the number as a WhatsApp contact, ensuring that you can easily identify and reach guests through their preferred messaging platform. This enhancement allows for more comprehensive contact information, improving guest communication and personalization. image-20240904-135325-20241010-081206.png
Task

Expanded Language Support in Country Codes Table

We've extended the LU_CountryCodes table to now include country names in Spanish, Chinese, and Japanese, in addition to the existing English, German, and French. This enhancement broadens language support, providing more inclusive and localized data handling across our platform. All related procedures have been updated to seamlessly integrate these new languages. image-20240828-112412-20241010-140443.png
Task

New "Phonetic Name Search" Feature

We've introduced a new checkbox option called "Phonetic Name Search" to help you find guest profiles based on how names sound, even if you aren't sure of the exact spelling. This feature uses a phonetic search method, making it easier to locate profiles when you have limited or uncertain name information. Simply select the checkbox to activate this functionality during your searches. image-20241010-083446-20241010-142548.png
Task

Enhanced Sales Status Report with "Change Date" Tracking

We've improved the sales status report by adding a new "Change Date" column, positioned between the Start Date and Close Date columns. This addition allows sales team members to easily track when a sales opportunity was last updated, providing clearer insights into the timeline of each opportunity. The report layout remains consistent, ensuring a seamless experience while viewing the enhanced data. image-20241010-080546-20241010-141247.png
Task

Honeypot CAPTCHA for Form Protection

  • Description: We’ve introduced a Honeypot CAPTCHA option for dailypoint forms, adding a seamless layer of security against bot submissions without impacting user experience.
  • Benefits: This invisible security feature helps prevent spam form submissions more effectively than traditional CAPTCHA methods, ensuring that your guests have a smooth, uninterrupted interaction with your forms.
  • How to Use: You can enable the Honeypot CAPTCHA in the form configuration settings. If this option is selected, the traditional CAPTCHA will be automatically disabled, keeping the focus on a frictionless user experience.
  • Spam Detection and Management
    • Description: Enhanced backend validation automatically flags and discards form submissions suspected of being generated by bots.
    • Benefits: By automatically filtering out spam submissions, you save time on manual review and maintain the integrity of your data, ensuring that only legitimate inquiries are processed.
    • How to Use: All flagged submissions will be stored in a separate spam log, which can be reviewed periodically to assess the effectiveness of the Honeypot CAPTCHA.

Conclusion

These updates are part of our ongoing commitment to provide secure and user-friendly experiences in dailypoint™ CRM. We believe these improvements will help you maintain a higher level of data quality while reducing spam and enhancing guest satisfaction.
Task

New "Last Password Change Date" Field in Member Widget

We've added a new "Last Password Change Date" field to the member widget in the Guest Information System (GIS). This field helps track the last time a member updated their password, enhancing security monitoring for user accounts. You also have the flexibility to enable or disable this field through the "Member card setup" option in the loyalty menu, giving you control over its visibility. image-20240829-102624-20241010-091247.png
Task

Enhanced Promotion Statistic Report with New Email Campaign Metrics

We've upgraded the Promotion Statistic Report to include three new metrics: Total Clicks, Delivered Emails, and Unique Open Rate. These additions provide deeper insights into your email campaign performance, helping you make more informed, data-driven marketing decisions. Now, you can easily track the total clicks on email links, monitor email delivery success, and measure the unique open rate, all within the same report. image-20240829-121908-20241010-140050.png
Task

AI-Powered Text Generation in Content Hub's Email Editor

We’ve introduced a new AI text generation content block in the Content Hub's email editor, powered by ChatGPT. This feature allows you to quickly generate personalized and engaging email content directly within your templates. Simply insert the "AI Text Block," specify your requirements in a user-friendly modal, and let AI do the rest. Customize the tone, topic, and instructions, then seamlessly insert or regenerate content to craft the perfect message for your audience. This enhancement streamlines email creation, saving you time and boosting your marketing efficiency. Modal - Result (1)-20241010-150352.png
Task

Simplified Phone Number Input with Automatic Country Code Detection

We've enhanced the phone number input field to make entering guest contact details faster and more error-free. Users can now select country codes from a convenient dropdown that displays country flags and names, or simply enter the full phone number, and the system will automatically detect and apply the correct country code. This improvement ensures phone numbers are stored in a standardized format, reducing mistakes and improving the overall user experience. image-20240828-113008-20241010-082903.png
Task

ROI Widget on dailypoint Desktop

  • Description: A new ROI widget is now available on the dailypoint desktop, providing a clear display of the time saved and the monetary value gained over the last 30 days.
  • Benefits: This feature allows you to measure the efficiency and cost savings achieved by using dailypoint, giving you tangible metrics that showcase the return on investment. With real-time updates and clear data visualization, you can make data-driven decisions that boost productivity.
  • How to Use: The widget will automatically fetch and display performance data from the last 30 days, showing the saved time in the format hh.mm and the monetary value without decimal places in your base currency.

Key Metrics Displayed by the ROI Widget

  • Time Saved: Displayed in hours and minutes (hh.mm) for easy interpretation.
  • Monetary Value: Calculated based on your specific configurations and shown without decimal places to reflect clear savings.
  • KPIs Monitored: Includes metrics such as Created Offers, Registration Forms, Interests Generated, Profiles Merged, and AI-generated messages.

Conclusion

This ROI widget is part of our commitment to help you quantify the impact of dailypoint™ on your business operations. With this new feature, you gain deeper insights into how our CRM solution contributes to your efficiency and bottom line, empowering you to make more informed business decisions. image-20240902-121640-20241010-080655.png
Task

Release Notes: API - Two-Factor Authentication via SMS/WhatsApp

Feature Overview:
We have introduced a new API feature to enable two-factor authentication (2FA) via SMS or WhatsApp. This enhancement strengthens security by requiring users to authenticate with a six-digit token, which is sent directly to their mobile device. The feature adds an extra layer of protection for sensitive operations and user data.
Key Benefits:
  • Provides an additional layer of security by enabling two-factor authentication for API interactions.
  • Sends a 6-digit authentication token via SMS or WhatsApp, ensuring secure access to protected operations.
  • Enhances security for users by verifying their identity through a secondary authentication method.
Details:
  • Token Creation: A new API call allows for the creation of a 6-digit authentication token associated with a username and program ID. This token is sent to the user via SMS or WhatsApp.
  • Token Verification: A second API call verifies the 6-digit token, along with the username and program ID, to ensure secure access.
  • Data Management: The 6-digit token is stored in a new table within the system, ensuring that all tokens are securely logged and can be verified during the authentication process.
How to Use:
  • Create Token API Call: Call the API to generate a 6-digit token based on the username and program ID. The token is sent to the user via SMS or WhatsApp.
  • Verify Token API Call: Use the API to verify the token, along with the username and program ID, ensuring the user’s identity is authenticated.
This new two-factor authentication feature via API enhances the security of user interactions, ensuring that sensitive data and operations are protected through secure verification processes.
Task

Introducing the Voucher Inventory Report, designed to help finance managers track unredeemed vouchers and manage potential liabilities effectively.

Key Features:

  • Comprehensive Data Fields:
    • Voucher ID, Name, and Type (free text, fixed amount, percentage discount).
    • Issued On, Issued To (with profile link), Expiration Date, and Status (active, expired).
    • Original Value of each voucher.
  • Flexible Filters:
    • Voucher Type: Multi-select dropdown for precise filtering.
    • Voucher Status: Filter by active or expired vouchers.
    • Expiration Date: Select specific date ranges.
  • Export and Scheduling:
    • Export the report to Excel for further analysis and record-keeping.
    • Schedule reports for regular updates.
This report empowers users to gain actionable insights into outstanding vouchers and manage financial liabilities more effectively.
Task

Introducing the Voucher Issuance Report to help marketing managers analyze voucher distribution and usage trends effectively.

Key Features:

  • Comprehensive Data Fields:
    • Voucher ID, Name, and Type (free text, fixed amount, percentage discount).
    • Issued On, Issued To (with profile link), and Issued By (user name or promotion).
    • Expiration Date, Status (active, redeemed, expired), and Restrictions (yes/no).
  • Advanced Filters:
    • Date Range: Filter by issuance date.
    • Voucher Type: Multi-select dropdown for targeting specific types.
    • Issued By: Filter by promotions or user names.
    • Voucher Status: Filter by active, redeemed, or expired vouchers.
  • Export and Scheduling:
    • Export the report to Excel for further analysis and record-keeping.
    • Schedule reports for automated updates.

Additional Benefits:

  • Analyze voucher distribution trends to refine marketing strategies.
  • Gain a clear overview of voucher restrictions, usage, and expiration timelines.
This report provides actionable insights to optimize your voucher campaigns and track their impact effectively.
Task