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.

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 1,000 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


Difference between Achievement and Campaign

CampaignAchievements

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

Assigning Achievements to campaigns is done in the ‘Campaign trigger’ section of the Campaign editor. 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.


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.

SettingsRULE #1RULE #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

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