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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
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On this page
  • Campaigns module overview
  • Browsing Campaigns list
  • Single Campaign View
  • Learn more about

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  1. Main Features

Campaigns

In this section, you will get to know everything related to Campaigns.

Last updated 10 months ago

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Campaigns module overview

Campaigns are structured around a sequence of triggers, conditions, and effects. Upon the occurrence of a trigger, its attributes are assessed against predefined conditions. If these conditions are fulfilled, an effect is applied.

This mechanism enables rewarding customers who satisfy the criteria outlined in a campaign.

Browsing Campaigns list

As mentioned above you can see all created Campaigns displayed in the table, data which are presented here:

  • Order no.

  • Name

  • Campaign type

  • Active

  • Active from

  • Active to

  • Created at

There is a possibility to sort records by clicking on the column header for Name, Active, Active from, and Active to - when hovering over the header you may notice that the mouse cursor changes to the hand, and arrows appear.

By changing the number in the Order section you can change the display order of Campaigns to sort them according to your preference.

Changing the order in which campaigns are displayed does not change the order in which they are executed.

There is also a possibility of filtering records by clicking on the +ADD FILTER button and applying the picked condition. After that only records which will meet the required condition should be present. Also, statistics on how many records are created and how many of them meet the condition's criteria, are presented. Available conditions you can pick to filter out your results:

  • Active

  • Active from

  • Active to

  • Campaign ID

  • Name

  • Type

After applying the picked filter it appears in front of the +ADD FILTER button, as a purple, pillow button which can be dismissed by clicking on "X". You can apply more than one condition at once.

In case the applied filter does not have any results present, such a label will be displayed instead of records.

Besides searching via filters you can use a Search Table available in the upper right corner under the 'Add Campaign' button. The search field allows you to find the campaign via the name:

Once you start typing the campaign name, the results will change automatically.

Single Campaign View

In this section, you will find comprehensive analytics and insights for your campaigns. The Single Campaign View feature has been introduced to provide you with valuable metrics to track and evaluate the performance of your campaigns. Gain a deeper understanding of the engagement and reach of your campaigns using the following key metrics:

Total Engagement:

Total number of times the campaigns engaged members within the set date range.

Total Engaged Members:

Total number of members engaged with the campaigns at least once within the set date range.


Learn more about

Creating Campaigns

Learn more about campaign types and how to create one.

Managing Campaigns

Learn how to manage campaigns.

Campaign Simulation

Learn how you can check the expected campaing outcome.

Follow-up Campaigns

Learn more about creating a set of campaigns.