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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
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On this page
  • Overview
  • Difference between Achievement and Campaign
  • Assigning achievements to campaigns
  • Multi-dimensional Achievements
  • Learn more about

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  1. Main Features

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.

Last updated 9 months ago

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Overview

The Achievements module allows members to participate in campaign-based challenges, which, once completed, give users additional benefits in the form of extra units, coupons, and other rewards.

You can have a maximum of 50 active achievements per tenant.

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 favorite brands ( Quantity of products with given Custom Attribute)

  • Spend a total of 100$ on products with the given SKU

  • Track a workout of at least 30 minutes every day for 5 days in a row


Campaign
Achievements

Processes and makes decisions based on only one trigger - Transaction/ Internal event/ Custom event/ Achievement.

Processes and makes decisions based on multiple triggers spread over time.

Example: A transaction is sent to the system. Once the conditions are met, the system assigns units to the member account.

Several transactions are sent to the system over 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.

The achievements module supports cases where we want to aggregate event attributes, rather than the event itself. e.g:

  • Buy 10 products from your favorite brands ( Quantity of products with given Custom Attribute)

  • Spend a total of 100$ on products with the given SKU


Assigning achievements to campaigns

If we assign an achievement to a referral campaign, the trigger will always be the action of a new member.


Multi-dimensional Achievements

The Achievements module provides the ability to create, monitor, and award members for completing specific challenges. One of the unique features of the Achievements module is the capability to define multi-dimensional achievements. These achievements are composed of several rules and each can be based on different types of actions - triggers. Members must satisfy all of these conditions over time to complete the achievement and get the badge, units, or reward.

An example of multi-dimensional achievement:

A member must walk 10 kilometers and purchase 3 products in the sports category (The custom event is sent with a distance attribute).

  • This achievement combines two actions - physical exercise tracked via the custom event, and shopping behavior tracked via the transactions sent to the system.

  • To transform the achievement into a multi-dimensional achievement simply click the +ADD RULE button.

Settings
RULE #1
RULE #2

Achievement type

Direct

Direct

Achievement trigger

Transaction

Custom event (walk)

Achievement counting

Number of specific event attributes

Number of specific event attributes

Achievement goal

Occurrence: Overall

Target attribute: transaction.category('sport').qty

Goal: 3

Occurrence: Overall

Target attribute: event.body.distance_km

Goal: 10

Learn more about

Difference between Achievement and

Assigning Achievements to campaigns is done in the ‘Campaign trigger’ section of the editor. To do so, select Achievements from the list of different triggers.

Campaign
Campaign

Creating achievement

Learn how to create achievements in Open Loyalty

Sample achievements

Discover how basic scenarios may look in the loyalty program