Managing Achievements
In this article, you will get familiar how to manage the achievements in Open Loyalty
Editing achievements
To edit the Achievement:
Go to Achievements
Click the context menu of the selected Achievement
Click Edit
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:
Go to Achievements
Click the context menu of the selected Achievement
Click Duplicate achievement
Click SAVE ACHIEVEMENTS
Duplicating rule in the achievement
To duplicate a rule the Achievement:
Go to Achievements -> specific Achievement
Scroll down to the Rules click the context menu of the rule
Click Duplicate rule
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:
Go to Achievements
Click SELECT TO EXPORT
After clicking this button you will see the checkboxes next to the achievement name.
Select the achievements you want to export to the JSON file
Click EXPORT TO .JSON FILE (X) to download the achievement file
Importing achievements
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.
Duplicating Achievements to a different tenant
Exporting achievements to a different tenant how-to:
To export achievement(s):
Go to Achievements
Click SELECT TO EXPORT
After clicking this button you will see the checkboxes next to the achievement name.
Select the achievements you want to export to the different tenant
Click Export achievements to 'Different tenant' -> Select the targeted tenant
To complete the action click Copy achievement(s) and view target tenant.
After importing the achievement(s) you will see the list of all successful and/or campaigns that require the action to edit.
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