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Achievements
In this section, you will learn how Achievements work in Open Loyalty, as well as how to configure them according to your preferences; how to create new Achievements, and assign them to your Campaign.
The Achievements module allows members to participate in campaign-based challenges, which, once completed, gives users additional benefits in the form of extra units, coupons and other rewards.
Achievement-based rules can be especially effective in boosting buying frequency and delighting your customers. This feature enables loyalty managers to define different types of achievements, and configure campaigns using a new set of conditions and triggers.
Examples of challenges for users to complete include:
- Finalizing 4 transactions per month 4 months in a row with a minimum transaction value of $20.
- Transactions/actions done in a row e.g. logging into the mobile application seven days in a row, or purchasing a product every day of the weekend;
- Reaching a specific milestone e.g. placing five orders above $100 or adding a minimum of 10 product reviews.
- Buy 10 products from your favourite brands ( Quantity of products with given Custom Attribute)
- Spend total of 100$ on products with given SKU
- Track a workout of at least 30 minutes every day for 5 days in a row
- Campaign - processes and makes decisions based on only one trigger - Transaction/ Internal event/ Custom event/ Achievement. For example:A transaction is sent to the system. Once the conditions are met, the system assigns units to the member account.
- Achievement - Processes and makes decisions based on multiple triggers spread over time. For example: Several transactions are sent to the system over the course of the month. If the final condition is met, the achievement is completed.
It’s worth noting that the Achievements module itself doesn’t assign units to members’ accounts. For Achievements to be able to issue units to an account, it has to be assigned to at least one campaign. Customers then receive rewards after completing the set challenge.
Achievements module supports cases where we want to aggregate event attributes, rather than the event itself. e.g:
- Buy 10 products from your favourite brands ( Quantity of products with given Custom Attribute)
- Spend total of 100$ on products with given SKU
Assigning Achievements to campaigns is done in the ‘Campaign trigger’ section of the Campaign editor. In order to do so, select Achievements from the list of different triggers.
If we assign an achievement to a referral campaign, the trigger will always be the action of a new member.
- Name - Name of the achievement
- Description - Description of the achievement
- Timeframe - Conditions of the achievement activity. Conditions available in this section are based on the Open Loyalty Language. If None is selected, the achievement is always active (If the Active field is set to True). With Timeframe, you can set the achievement to be active only on certain days of the week, such as Monday, Wednesday, Friday:
- Active - true or false - general activity of the achievement
- Trigger - achievement trigger:
- Transaction - achievement responds to system events based on the transaction
- CustomEvent - achievement responds to custom event based on predefined custom event schema.
- Achievement counting:
- Sum of event occurence - determines the number of occurrences of the trigger required to achieve/complete the achievement.
- Sum of event attribute - determines value of the attribute of the trigger required to achieve/complete the achievement.
- Occurrence - determines the time interval/manner in which the trigger should occur Overall or Consecutively
- Overal - Total number of events occurring
- Amount - the number of occurrences of the trigger that should occur and meet the conditions, to complete the achievement.
- Consecutive day, week, month, year - Number of sequential events in a period of time.
- Amount - Number of events in a time period
- Value - Number of time units in which the event has to be executed e.g Log in at least 1 time per day for 7 consecutive days or make one transaction a month for a year
If you would like to edit these settings after members start participating we advise you to create a new Achievement.
- Goal corresponds to the number of referees. Each referee needs to complete one transaction - this section allows you to define whether the goal applies to the single referred user.
The text presented at the bottom of the Achievement Goal will allow you to visualize the defined goal.
eg.
"Need to perform an action at least 2 times per week for 2 consecutive weeks."
- Condition - the section allows you to define additional conditions for a given achievement trigger. For Transaction, these are conditions limited to the transaction context object. e.g. transaction.purchasePlace. For CustomEvent, these are the parameters specified in the custom event schema.
Expressionscan also be used to set the condition. - Limits - the option to set a limit on the amount of completion of an achievement. The limit can be set by:
- Periods (days, weeks, months, years),
- Total - In total,
- No limit - No limit.
The periods in the limit are counted on a calendar basis, this means that: - days are counted from 00:00:00 to 23:59:59
- weeks are counted from Monday to Sunday
- months are counted from the first to the last day of the month
- years from January 1 to December 31 An example of a limit that allows you to complete an achievement only once a week:
We can create many different types of achievements and supplement campaigns, allowing us to gamify members' expirience. Below you will find examples of some practical uses of the Achievements module.
1. Celebrate summer - Buy 5 times between June and August. Achievement can be completed once a year.
2. "Place 10 Orders above 50€" - Complete 10 transactions, for more than 50€ each. Achievement can be completed only once a year.
3. "Ambitious player" - Log in to the game 3 times per week for 8 consecutive weeks. Achievement can be completed only once.
4. Spend total of 100$ on products with SKU 'ABC132' in September
5. Track a workout of at least 30 minutes every day for 5 days in a row, earn 250 points
5. 4 referees made the transactions for 2 consecutive days
6. 2 referees made a transaction
- What happens to the progress of deactivated Achievement?If the Achievement is not active, then all incoming events are ignored, and progress does not change for any member within that Achievement.
- What happens when a previously deactivated Achievement is reactivated?Progress will be counted from where it was before Achievement was deactivated. Events that were sent when the Achievement was inactive will be ignored and not counted as progress.
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Last modified 10d ago