Platform Updates: New Filters, Quests & More

Here at SailPlay, we are constantly updating our platform to ensure our clients receive the highest ROI. This week’s blog will cover several recent updates to our platform. Each update will highlight the extra value being provided.

CRM Filters

Filters in SailPlay CRM are no longer automatically saved for future use. In the past, when users would segment their customer list in SailPlay CRM, the filters used would be automatically saved for future references. Unless an user would clear their filters, they would see the same segmented list each time they went to SailPlay CRM, causing confusion when additional filters were applied. Most users were unaware that their original filters were saved.

To eliminate confusion, SailPlay CRM is no longer automatically saving filters for future uses. Each time an user leaves SailPlay CRM, the filters are automatically removed.

Value: Saves users time from confusion and provides them with their entire customer list each time they begin a search.

Purchase Redemption with Receipt

Your customers can now add any purchase they forget to include their loyalty program ID, by submitting their receipt. They will simply need to log-into the loyalty program and submit the order number and total amount spent.

Submit an Order

From there, our integration with your POS will allow us to confirm whether or not this submission is a duplicate, ensuring customers aren’t doubling up on points for the same purchase, and whether or not the total amount spent matches the order number. If both are true, your customer will receive the correct number of points.

To configure a Purchase Redemption quest in the SPanel, just follow the 5 quick steps below.

  • Step 1: Go to the “Settings” section of SailPlay Loyalty
  • Step 2: Select “Web-site Quests” and click on “Add a Quest”
  • Step 3: Choose “Purchase Redemption” as the quest type and fill-in requested fields

Purchase Redemption

  • Step 4: Select your audience, via tags
  • Step 5: Enter content information you would like to display on your landing page and then submit

Content information provides users with the ability to create a header and description for the quest, which helps their customers understand the quest. Plus, users can enter a margin of error they will accept wrong total amounts to. For example, if a user accepts a margin of error of 1 then if their customer enters $19.00 for a transaction that came to a total of $19.24, the transaction would be accepted. By utilizing margin of error function, users allow for customers to make mistakes, instead of missing out on their points and feeling disappointed.

Blog Picture 3

Value: Instead of customers losing out on points or having them call you, taking up valuable time from your employees, empower your customers to redeem any points they may have missed out on.

Trigger Campaigns – HTML Editor

To improve the functionality of triggered campaigns, we have now added an HTML editor when adding email triggers to a trigger campaign. Previously, users were only able to edit email triggers through a WYSIWYG editor. Now with the ability to edit via HTML, users have the flexibility to edit with however they are most comfortable.

So how does this work? When you add an email trigger to your trigger campaign, you will first be requested to choose an editor, WYSIWYG or HTML. Once you choose your editor type, then you will be able to create the email that best fits.


Value: Users no longer need to be limited with how they edit their email triggers, allowing them to be flexible and edit their emails in the format they are most comfortable in.

Tag Tree Management

Many of our users have thousands and thousands of tags in sections, causing the tag tree load period to be slow. To eliminate slow downs, we only load the first 100 tags per section initially. Don’t worry, we didn’t forget about your other tags in the section. As you scroll down, the tags will appear and you can always still search for a tag through the search bar.

Value: Instead of users waiting for the tag tree to load, we created a more user-friendly method by loading an initial set of tags. As they go through the tag tree, more tags will automatically load.

Target-Based Quests

Now users can set up quests to appear only after a customer has completed a pre-requisite quest. For example, you want customers to only be able to leave a review on Facebook after making a purchase. When adding “Review on Facebook” quest, include the “Purchase” tag you want associated with this quest. Thus, if a customer has not made a purchase, then they will not see the “Review on Facebook” quest.

Additionally, tag-based quests can be used to hide quests for certain loyalty tier levels or provide different values to quests based on their tier level. For example, a user with a 3 tiered loyalty program (Bronze, Silver & Gold), can set-up their program to reward silver members more than bronze members for the same actions. An example is bronze members earn 25 points for each customer referral, while silver members earn 50 points for each referral.


Value: Users have additional flexibility to create quests based on their specific needs of their business. Additionally, users can now provide extra incentives for their customers to move up in tier levels.

Multi-Action Quests

Users can now create multi-step quests, applying multiple tags to customers, to encourage their clients to complete multiple actions for a reward. For example, if a retail client wants to increase customer reviews and referrals, the retailer can create a quest requiring the following actions: Make a Purchase, Leave a Review and Refer a Friend. If their customer completes all 3 actions, in any order they will receive an additional points. If 1 or 2 out of the 3 actions in the quest are missing, then the customer will not earn additional points.

Value: The user can push key actions that may not be typically completed with more popular actions. Thus the user can gain more information about their customers.

Just follow the 5 steps below to create your multi-action based quest.

  • Step 1: Go to the “Settings” section of SailPlay Loyalty
  • Step 2: Select “Web-site Quests” and click on “Add a Quest”.
  • Step 3: Choose “Receive Certain Tags” as your quest type


  • Step 4: Select your audience, via tags
  • Step 5: Enter your content information. The most important piece of the content information is associating the correct tag once they complete the quest.


If you want to learn more about these updates or register for a free demo, please contact us by filling out the form below or email us at

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