Creating Achievement

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

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Adding achievement

In order to create the achievement, follow the following steps:

1

Go to the Achievements module

2

Click ADD ACHIEVEMENT in the top right corner

3

Choose Start from Scratch, Use a template or Import achievements

4

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

5

Set Achievement status to Active

6

Click on ADD ACHIEVEMENT.

Start from scratch

Start from scratch achievement how-to

1. Fill in Basic information in the ① Achievement info (remember to set Status to Active)
2. Click Continue

3. Set the ② Rules of your Achievement

4. Click Continue to review the configuration in the ③ Summary

5. Press Add Achievement.

Use a template

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.

Import achievements

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

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.

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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.

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Rules

You can set up to 6 rules in the achievements.

Rule basic settings:

Achievement type:

Direct achievement	Referral 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:

Transaction	Custom 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 occurrences	Number 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.

  • Streak (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.

Track Unique Values

You can track unique values of custom event attributes. For example, if you're monitoring progress based on 5 new events, you can choose to track only unique values from a specific attribute (included in the custom event data). There’s no need to predefine the list of possible values — progress will be counted only when a new, previously untracked value appears. This tracking is done separately for each member.

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.

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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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Learn more about

Achievement progressed campaign

Discover how to set a campaign based on achievement progress