Documentation Index
Fetch the complete documentation index at: https://help-plum.xoxoday.com/llms.txt
Use this file to discover all available pages before exploring further.
Release May 2022
This May, we have undergone a few major changes on the plum admin side. On the integration side, we have improved Migration of our Hubspot app to granular CRM scopes, ‘Preview Module’ for ZohoCRM and Salesforce etc. Here are more details about the latest update:Plum Admin
Collection of user redemption details with Xoxo Links
With the new release, clients will now have the option to collect the recipient’s email ID/phone number during redemption. This gives immense value to those running marketing campaigns and consumer promotions, as they can now have complete insight into who has redeemed the reward. This data is available in reports for both rewards sent directly through the platform, via integrations, or by generating many links for the admin and sending them out later.
New Campaign Page
We have completely redesigned the campaign page by taking a completely different approach that optimizes to show precisely what brands are available and gives the user a clear indication of the country selected, the categories selected, and the number of products chosen, all on a single screen. This new campaign feature works with Xoxo Codes and Links.
Status integration of Xoxo Link reports
The new reporting filters were added to give complete insights into the reward redemption process to the users running marketing campaigns or consumer promotions via Plum. You can view the details under Reports > Xoxo Links > Individual Link > View details.
Unsubscribe for low balance notifications
We have added an unsubscribe notification in the emails. The link is generally visible at the bottom of the notification email. If you don’t want to receive a particular notification, you can choose to unsubscribe from all the low balance notification emails.Editing sender’s email ID
In many instances, the reward emails were going to spam or not delivered when the sender’s email ID was changed. Now we have restricted the sender email ID to be notifications@xoxoday.com by default (for new accounts), and if it needs to be edited, the admin needs to reach out to Xoxoday.KYB restrictions for admins
To reduce a load of tech architecture and incidents of security issues, for all non-KYB verified accounts, we have now restricted the rewarding to a maximum of 100 recipients, five campaigns, and the addition of any other admin to the account up until the KYC is verified.Extensive account verification process in plum admin
In order to further optimize the KYB verification process and reduce KYB rejections, we have added new details like website domain, mobile number verification, and some other information in the verification process. Furthermore, any rejected account can not access their plum admin account.Other admin improvements
There have been improvements in payment report statuses, stopping the expired rewards resend and a few smaller issues.Integrations
SAP Customers: Ability to set country-specific budget
Xoxoday now supports a smart multi-account architectural feature for users using SAP SuccessFactors. This feature enables the ability to:- Manage wallets and budgets in a decentralized manner for employees in different geographies.
- Plum accounts can be created for each geography, wherein the different admins can be assigned to manage wallets and budgets independently.
- Employees can redeem vouchers from their assigned geography.