Managing Achievements

In this article, you will get familiar how to manage the achievements in Open Loyalty

Editing achievements

To edit the Achievement:

1. Go to Achievements

2. Click the context menu of the selected Achievement

3. Click Edit

4. After making changes click SAVE ACHIEVEMENTS

Changing core achievement settings or rules can reset member progress. Segments using this achievement will also stop working and need to be recreated. Only basic achievement settings and trigger conditions can be updated without resetting member progress.

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Duplicating achievement

To duplicate the Achievement:

1. Go to Achievements

2. Click the context menu of the selected Achievement

3. Click Duplicate achievement

4. Click SAVE ACHIEVEMENTS

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Duplicating rule in the achievement

To duplicate a rule the Achievement:

1. Go to Achievements -> specific Achievement

2. Scroll down to the Rules click the context menu of the rule

3. Click Duplicate rule

1. Click SAVE ACHIEVEMENT

If the achievement already has members, duplicating a rule can reset member progress. This may also impact segments that depend on achievements. A warning appears before you save.

Achievement export/import

In the Achievements section, you can export and import achievements. These actions require a file in a .json format.

You can export/import up to 50 achievements at once (in one file).

Exporting achievements

Exporting achievement/s how-to

To export a single achievement or several achievements:

1. Go to Achievements

2. Click SELECT TO EXPORT

After clicking this button you will see the checkboxes next to the achievement name.

1. Select the achievements you want to export to the JSON file

2. Click EXPORT TO .JSON FILE (X) to download the achievement file

Importing achievements

Importing achievement/s how-to

1. Go to Achievements

2. Click Add achievements -> Import achievements

After clicking this button you will see the pop-up window to upload the JSON file

1. Follow the instructions from the popup window.

2. Click IMPORT to download the file with achievements

3. After importing, the achievement you will see the list of all successful and/or achievements that require the action to edit.

Duplicating Achievements to a different tenant

Exporting achievements to a different tenant how-to:

To export achievement(s):

1. Go to Achievements

2. Click SELECT TO EXPORT

After clicking this button you will see the checkboxes next to the achievement name.

1. Select the achievements you want to export to the different tenant

2. Click Export achievements to 'Different tenant' -> Select the targeted tenant

1. To complete the action click Copy achievement(s) and view target tenant.

1. After importing the achievement(s) you will see the list of all successful and/or campaigns that require the action to edit.