LOYALTY RELEASE 26.7.0

 

Admin and Program

Access Program Settings Redesign Through Standard Navigation

Available to all CLIENTS

Program Settings v2 released in April 2026 is now the default Program Settings experience. Your team can access the redesigned interface directly through standard platform navigation without relying on alternate URLs or manual routing.

This update aligns navigation with the experience previously introduced in earlier releases and makes the redesigned interface available through the same workflow administrators use every day.

Key benefits include:

• Simpler navigation: Access Program Settings v2 directly from the standard menu.

• Improved usability: Work within a modernized settings experience without additional steps.

• Consistent workflows: Use the same navigation patterns across administrative functions.

• Reduced confusion: Eliminate dependence on alternate URLs to access newer functionality.

The result: Your administrators can reach the latest Program Settings experience more easily and manage program configuration with fewer navigation barriers.

For more information, see Getting Started with Program Settings.

 

APIs, Connectors, and Integrations

Return Consistent Responses for Additional Aptos Reference Endpoints

Available to all CLIENTS

You can now support additional Aptos integration requests with predictable API responses for previously unsupported reference endpoints. This update helps reduce unnecessary error logging and simplifies integration management when external systems request optional reference data that is not actively used by your program.

By returning an empty data structure instead of an endpoint error for supported reference requests, your team can reduce operational noise while maintaining compatibility with downstream systems.

Key benefits include:

• Cleaner integrations: Reduce repeated endpoint error messages generated by external systems.

• Improved monitoring: Make it easier to identify meaningful integration issues by eliminating unnecessary log noise.

• Simplified operations: Support partner and vendor integrations without requiring custom workarounds.

• Consistent responses: Return predictable API output that aligns with similar reference endpoints.

The result: Your team can maintain integrations more efficiently while reducing operational overhead associated with unnecessary API errors.

API Reference:

• GET /v3/reference/attributeDefinitions

• GET /v3/reference/alternateKeyType

 

Activity Processing

Campaign Context Included in Punch Card Activities

Available to all CLIENTS

Punch Card Activities can now include Email Sender Campaign ID and Email Sender Campaign Name values when generated from Punch Card Moments configured with an Email Sender Campaign. This enhancement adds valuable campaign attribution details to supported Activity records, helping your team better understand how email communications influence Punch Card engagement throughout the Member journey.

By including campaign details directly within Punch Card Activities, your team can more easily connect Member engagement with the communication that supported the experience. This additional context improves reporting and provides greater visibility into the effectiveness of campaign-driven Punch Card interactions.

Key benefits include:

• Campaign visibility: Access Email Sender Campaign ID and Email Sender Campaign Name within supported Punch Card Activity records.

• Improved reporting: Associate Punch Card engagement with the email campaign configured on the Punch Card Moment.

• Stronger attribution: Better understand how campaign communications contribute to Punch Card participation and completion.

• Simplified analysis: Reduce the effort required to connect Punch Card Activity and campaign performance data.

• Consistent Activity data: Align Punch Card Activity records with other campaign-aware Activity types.

Supported Punch Card Activities include:

• Issue Activities: sl_punchcard_issue

• Accept Activities: sl_punchcard_accept

• Punch Activities: sl_punchcard_punched

• Award Activities: sl_punchcard_award

• Completion Activities: sl_punchcard

The result: Your team gains richer campaign attribution data within supported Punch Card Activities, making it easier to analyze how email campaigns influence Punch Card engagement and completion.

For more information, see Getting Started with Punch Cards.

 

Optimized getMemberMetric() Groovy Function

Available to all CLIENTS

We optimized how the system processes the getMemberMetric() Groovy function to improve performance and reliability when calculating Member Metrics in common time periods like year-to-date (ytd), last 12 months (last12m), month-to-date (mtd), last 1 month (last1m), and today.

These period-specific Metric values support Tier qualification experiences, Member progress tracking, earn limit monitoring, analytics, and external integrations that rely on Metric activity within a specific period. By optimizing the way the system processes and calculates these values in Segment conditions, Calculated Attributes, Earn Rules, and Triggered Actions, your team can access meaningful Member insights more efficiently everywhere Groovy expressions are implemented.

Key benefits include:

• Improved performance: Calculated Attributes, Earn Rules, Segment conditions, and Triggered Actions using the getMemberMetric() function with common time periods will on average take less time for the system to compute.

• Improved reliability: The system uses fewer resources to process Groovy expressions using the getMemberMetric() function, meaning better reliability in aggregate.

Note: This capability will be introduced for all clients in a phased rollout once 26.7 is generally available in production. To accelerate access to this capability for your program, please contact your Zeta Customer Support Manager to have the functionality enabled.

For more information, see Calculation Functions.

 

Analytics

Understand Dashboard Performance Faster with AI-Generated Insights

Available to all CLIENTS

Standard Loyalty Dashboards can now include AI-generated insights that summarize key trends and notable changes across Dashboard metrics. Instead of reviewing every visualization individually, your team can quickly understand what is happening within the data through a concise summary generated directly from Dashboard results.

These summaries help surface meaningful patterns, highlight significant changes, and provide additional context for Dashboard analysis. Whether reviewing membership growth, engagement activity, or program performance, your team can identify important developments more efficiently.

Key benefits include:

• Faster interpretation: Understand key Dashboard trends without reviewing every chart individually.

• Insight discovery: Surface noteworthy changes and performance patterns automatically.

• Improved visibility: Highlight important metrics that may require additional investigation.

• Better communication: Make Dashboard findings easier to share across teams and stakeholders.

• Reduced analysis time: Spend less time reviewing data and more time taking action.

The result: Your team can identify important trends more quickly and make informed decisions with less effort when reviewing loyalty program performance.

For more information, see the Basic Viewer User Guide for Analytics.

Member Profiles and Data

Track AI Score Freshness on Member Profiles

Available to all CLIENTS

Member Profiles can now automatically capture and maintain a last score date when AI profile updates are processed. This enhancement helps your team understand when recent ML Scores were processed and updated in the Member Profile, allowing marketers to gain greater visibility into the freshness of the AI-driven profile data.

Key benefits include:

• Score visibility: View when AI profile data was last generated.

• Improved trust: Better understand the recency of AI-driven Attributes.

The result: Your team gains greater confidence in AI profile data by understanding exactly when scoring information was last updated.

 

Punch Cards

Deliver Clear Error Responses for Completed Punch Cards

Available to all CLIENTS

Punch Card integrations now return a structured validation response when a completed On-Acceptance Punch Card receives an additional punch request. This update replaces generic server errors with a clear response that helps your integrations understand and handle completed Punch Card states correctly.

The business rules remain unchanged. Completed On-Acceptance Punch Cards continue to prevent additional punches, but your systems now receive a meaningful response that reflects the actual condition.

Key benefits include:

• Clearer responses: Receive a specific validation message instead of a generic server error.

• Improved integrations: Allow connected systems to distinguish business logic outcomes from platform issues.

• Reduced retries: Prevent unnecessary retry behavior triggered by server error responses.

• Better monitoring: Improve visibility into expected Punch Card completion events.

The result: Your integrations can handle completed Punch Cards more intelligently while reducing operational noise and troubleshooting effort.

API Reference:

• /api/punchcards/punch

• /program/api/punchcards/punch

 

Wallet Pass Notifications

Build Wallet Notification Audiences with Flexible Targeting Controls

Available to all CLIENTS

Loyalty's built-in messaging feature now allows you to create targeted Passbook Notification audiences using familiar audience selection workflows. The Messages screen for the Passbook Notifications channel now supports audience configuration using targeting patterns similar to Email and Push Notification channels, giving your team greater control over who receives wallet communications.

Note: To enable this feature, please contact your Zeta Customer Support Representative.

Audience configuration supports platform-based targeting, audience source selection, recipient validation, and scheduling workflows while preserving a familiar user experience for message creation and management.

Key benefits include:

• Flexible targeting: Target all platforms, only Apple Wallet, or only Google Wallet installations.

• Audience control: Select recipients from all Members, specific Members, Segments, or uploaded files.

• Recipient validation: Calculate audience counts before sending, to confirm reach.

• Familiar workflows: Use audience selection patterns consistent with other Loyalty messaging channels.

• Scheduling support: Configure immediate or scheduled Passbook Notification delivery.

The result: Your team can create more relevant wallet Passbook Notification audiences with greater precision using workflows already familiar across the Loyalty platform.

For more information, see Target a Passbook Notification.

 

Platform Updates

Updated Phone Validation Support

Available to all CLIENTS

We’ve updated the platform phone validation library to align with recent changes in international phone numbering standards. This update helps maintain accurate validation behavior as regional phone formats evolve over time.

By keeping validation rules current, your team can reduce unnecessary validation failures and improve the accuracy of phone data captured across Member Profiles and integrations.

Key benefits include:

• Current validation rules: Support evolving international phone number standards.

• Improved accuracy: Reduce false validation failures for legitimate phone numbers.

• Global coverage: Maintain support across changing regional numbering plans.

• Ongoing reliability: Keep phone validation aligned with current standards.

The result: Your program can validate phone numbers more accurately across supported regions while reducing friction for Members and administrators.

 

Resolved Issues

Bug Fixes

• Resolved an issue where Member import processing could stall due to a JSON parsing dependency, helping imports complete more reliably at scale.

• Resolved an issue that prevented Offer Response statuses from updating correctly through the Program API under certain status transition scenarios.

• Resolved inconsistent Challenge Response status displays for View Content-type Challenges to ensure status information remains accurate across APIs, Activity records, and administrative views.

• Resolved an issue that prevented Multi-Question Survey-type Challenge question text from being recorded correctly in Activity data and reporting outputs.

• Resolved issues affecting CSR Profile tab customization to preserve profile components and restore default layouts correctly.

• Fixed an issue where manually reordering Campaign Offers did not consistently update Offer rankings within the Offer Campaign Details screen.

• Resolved a processing timing issue that could prevent triggered Offer assignments from completing successfully during large Member import operations.

• Resolved an issue where named Punch Card images returned reduced-size image assets through the Punch Card API instead of the intended image source.

• Resolved an issue where updating Member Profile Attributes could unintentionally modify timestamp precision on unrelated date-based Attributes.

• Streamlined the method Scheduled Jobs use to process Segment Members, addressing an issue that previously caused intermittent job failures.

See Loyalty Upcoming Releases for the platform release schedule.

See System Maintenance for details on the next system maintenance window, per region.

The status page provides you with regular updates regarding the status of the Loyaltyplatform in the event of a major system incident in your region. In this article we’ll explain the information you will see and how to subscribe to the Loyalty notification system to receive regular updates on the platform status, which we highly recommend to all users.

See Platform Status for more details.