LogoLogo
HomepageCase studiesBook a demo
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
    • Timezones
Powered by GitBook
On this page
  • Editing achievements
  • Duplicating achievement
  • Duplicating rule in the achievement
  • Achievement export/import
  • Exporting achievements
  • Importing achievements
  • Duplicating Achievements to a different tenant

Was this helpful?

  1. Main Features
  2. Achievements

Managing Achievements

In this article, you will get familiar how to manage the achievements in Open Loyalty

Last updated 6 months ago

Was this helpful?

Editing achievements

To edit the Achievement:

  1. Go to Achievements

  2. Click the context menu of the selected Achievement

  3. Click Edit

  4. After making changes click SAVE ACHIEVEMENTS

Please note that changing the basic settings or rules in the achievement is not recommended since it will reset the progress for your participants. Only Achievement/Rule basis settings and Tigger Conditions are allowed to be changed to not lose member progress.


Duplicating achievement

To duplicate the Achievement:

  1. Go to Achievements

  2. Click the context menu of the selected Achievement

  3. Click Duplicate achievement

  4. Click SAVE ACHIEVEMENTS


Duplicating rule in the achievement

To duplicate a rule the Achievement:

  1. Go to Achievements -> specific Achievement

  2. Scroll down to the Rules click the context menu of the rule

  3. Click Duplicate rule

  1. Click SAVE ACHIEVEMENT

Please note if the achievement already has participants duplicating the rules will reset the progress for your audience. After trying to proceed with this action, you will get a pop-up window with a warning.

Achievement export/import

In the Achievements section, you can export and import achievements. These actions require a file in a .json format.

You can export/import up to 50 achievements at once (in one file).

Exporting achievements

Exporting achievement/s how-to

To export a single achievement or several achievements:

  1. Go to Achievements

  2. Click SELECT TO EXPORT

After clicking this button you will see the checkboxes next to the achievement name.

  1. Select the achievements you want to export to the JSON file

  2. Click EXPORT TO .JSON FILE (X) to download the achievement file

Importing achievements

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.

Duplicating Achievements to a different tenant

Exporting achievements to a different tenant how-to:

To export achievement(s):

  1. Go to Achievements

  2. Click SELECT TO EXPORT

After clicking this button you will see the checkboxes next to the achievement name.

  1. Select the achievements you want to export to the different tenant

  2. Click Export achievements to 'Different tenant' -> Select the targeted tenant

  1. To complete the action click Copy achievement(s) and view target tenant.

  1. After importing the achievement(s) you will see the list of all successful and/or campaigns that require the action to edit.