What's New in R1 2023
Our first release of 2023 is packed with new features and improvements that turbocharge your incentive or loyalty program. The release includes updates on our Incentives (FieloPLT) and Learning (FieloELR) apps, as well as a brand new app, Fielo RevOps.
Incentives
Our Incentives app includes two revamped Member Experience components, accessibility improvements on many of our existing components, and greater incentive scheduling flexibility.
Rewards Catalog & Redemptions LWC
Our Rewards Catalog component has been redesigned and rebuilt from the ground up using Salesforce's latest Lightning Web Component framework, and includes new functionalities such as in-context recipient details (e.g. mailing address), favoriting, and categorization.
Payouts LWC
This new component complements our Payouts functionality, allowing your partners or employees who receive cash rewards to check their payout amounts, scheduled payout dates and payment statuses.
Accessibility
The following Member Experience Lightning Web components now follow AODA and WCAG 2.1 Level AA accessibility standards and best practices:
- Member Overview (including Member Selector, Currencies, Levels, Earned Badges and Nudging)
- Activity Feed
- Reward Notification
- Mission Leaderboard
- Incentives
- Badges
- Profile
- Rewards Catalog & Redemptions
- Payouts
- Learning
More Precise Incentive Scheduling
We've strengthened our support for customers that operate across multiple timezones, as well as enabled short-duration incentives that require precise start and end times. Our incentive periods no longer use simple start and end dates, and are instead set using a Start Date & Time and an End Date & Time. These date/time fields always display in the current user's timezone, eliminating ambiguity around when precisely an incentive will start or end in a given locale.
Added Safeguards
We've included additional protections against member currency balances getting misaligned from the sum of their debit and credit entries, including a brand new warning system. See the R1 2023 Technical Release Notes for details.
Learning
Our Learning app brings a new quiz timer, enhanced video thumbnails, and the ability to hide question-level feedback.
Quiz Timer
Set the maximum amount of time members will have to complete their module quiz.
Enhanced Video Thumbnails
Choose what image is shown on the video player prior to the member hitting play.
Hide Question-Level Feedback
Choose whether you want the quiz to indicate correct and incorrect answers on each question.
RevOps
Our brand new RevOps app allows your account managers to stay on top of their account maintenance and relationship building activities, while enabling sales managers to identify organizational strengths and remediation needs.
Activity Plans
Set up the activities you expect from your account managers for each of their accounts, including how frequently those activities should be performed. Choose between activities that are simply marked as complete, versus those that have multiple statuses.
Relationship Plans
Map out the stakeholder roles that you want your account managers to build relationships with at their accounts, as well as the categories by which those relationship levels will be classified.
Account Scoring
Set a scoring weight for each of your activities and we'll calculate a success score for each of your accounts, allowing you to spot any accounts that may be neglected. Scores can also be aggregated by account manager and by activity type to build a complete view of performance across your org.
Activity Tracker
Allow your account managers to check out which activities they are expected to perform and when, consult job aids via contextual reference links, and mark activities as complete. The manager view of this component will additionally allow zooming out to view territory-level activity completion metrics.
Relationship Tracker
Prompt your account managers to rate their relationships with stakeholders at each of their accounts, and give sales managers a birds-eye view of account engagement efforts across the organization.
Notifications
Provide your account managers in-context reminders of any pending tasks or overdue items, as well as acknowledgments of a job well done to keep the momentum going.
Analytics
Get up-to-the-minute dashboards on activity completion and relationship building over time, top scoring accounts and account managers, performance broken down by territory, and more.