Creating achievement

In this section, you will learn how to create achievement in the Admin Panel, and what are the meanings of the elements.


Adding achievement

To create an achievement:

  1. Go to the Achievements module

  2. Click ADD ACHIEVEMENT in the top right corner

  3. Fill in all required fields (explanation under Achievement elements)

  4. Define Basic information, RULE (or Rules), and set Limit (optional)

  5. Set Achievement status to Active

  6. Press SAVE ACHIEVEMENT.


Achievement elements

Basic information

  • Name - Name of the achievement.

  • Short description - Description of the achievement.

  • Timeframe - Timeframe 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, and Friday.


Rules

You can set up to 6 rules in the achievements.

RULE elements:

  • Rule basic settings:

  • Achievement type:

Direct achievementReferral achievement

Achievement directed to a single member.

Achievement directed to a member (referrer) and friend (referee). The rules are set for the referrer and referee.

  • Achievement trigger:

TransactionCustom event

Achievement responds to system events based on the transaction.

Achievement responds to custom events based on a predefined custom event schema.

  • Achievement counting:

Number of event occurrencesNumber of specific event attributes

Determines the number of occurrences of the trigger required to achieve/complete the achievement.

Determines the value of the attribute of the trigger required to achieve/complete the achievement.

  • Event frequency limit - determines how the goal will be counted.

Example: The member needs to place 4 transactions over 1 month, but only one order per week.

  • Achievement goal - determines the goal of the achievement

  • Occurrence - determines the time interval/manner in which the trigger should occur Overall, Last X days, or Consecutively.

    • Overall - The events that can occur at any occurrence.

    • Last X days - events that occurred in the last X days.

    • Consecivute (day, week, month, year) - Sequential events in a period.

  • Goal - determines the goal of the achievement.

    • Example: "Need to perform an action at least 2 times per week for 2 consecutive weeks."

    • In the Referral achievement, the 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.

  • Trigger Condition - the section allows you to define additional conditions for a given achievement trigger. For Transactions, 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. Expressions can also be used to set the condition.


Limits

This option sets a limit on the amount of completion of an achievement.

The limit can be set by:

  • Unlimited

  • Periods (per hour, day, week, month year),

  • In total

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

Achievement status

For the achievement to work, it's crucial to activate it before saving settings.

If you want to edit the settings after members start participating we advise you to create a new Achievement. In the case of editing any of the rule sets, all member progress will be lost.


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