Creating Achievement
In this section, you will learn how to create achievement in the Admin Panel, and what are the meanings of the elements.
Last updated
In this section, you will learn how to create achievement in the Admin Panel, and what are the meanings of the elements.
Last updated
To create an achievement:
Go to the Achievements module
Click ADD ACHIEVEMENT in the top right corner
Choose Start from Scratch, Use a template or Import achievements
Define Basic information, RULE (or Rules), and set Limit (optional)
Set Achievement status to Active
Press ADD ACHIEVEMENT.
Start from scratch achievement how-to
Fill in Basic information in the ① Achievement info (remember to set Status to Active)
Click Continue
Set the ② Rules of your Achievement
Click Continue to review the configuration in the ③ Summary
Press Add Achievement.
In this option, you can choose a predefined configuration for internal testing, a specific use case for your loyalty program, or inspiration for the future scenario. You can edit then if you need minor changes of goals, achievement counting, limits etc.
With this option, you can import achievements to Open Loyalty in a JSON file. For more reference, please visit Achievement export/import.
Importing achievement/s how-to
Go to Achievements
Click Add achievements -> Import achievements
After clicking this button you will see the pop-up window to upload the JSON file
Follow the instructions from the popup window.
Click IMPORT to download the file with achievements
After importing, the achievement you will see the list of all successful and/or achievements that require the action to edit.
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.
You can set up to 6 rules in the achievements.
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 responds to system events based on the transaction.
Achievement responds to custom events based on a predefined custom event schema.
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.
Example: The member needs to place 4 transactions over 1 month, but only one order per week.
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. If the achievement has a goal with consecutive days/weeks/months, the Open Loyalty also checks the actual date when the event ends up in the Admin Panel. It’s crucial to send custom events from the oldest to the current date for correct achievement progression.
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.
Expressions can also be used to set the condition.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
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.
