# Campaigns

## Campaigns Overview

Campaigns in Open Loyalty enable you to automate personalized marketing efforts by setting up rewards and incentives based on time, customer actions, or referrals. Campaigns are organized into three distinct types:

* **Automation Campaigns** – time-based (daily, weekly, monthly), birthday, or membership anniversary triggers
* **Direct Campaigns** – triggered by customer behavior such as purchases, returns, or specific events
* **Referral Campaigns** – incentives for both referrers and referees, based on user actions

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

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### 🔗 Structure at a Glance

<table><thead><tr><th width="157">Campaign Type</th><th>Triggered By</th><th>Key Use Cases</th></tr></thead><tbody><tr><td><strong>Automation</strong></td><td>Schedule (e.g., daily/weekly/monthly), birthdays, anniversary</td><td>Regular engagement reminders, milestone rewards</td></tr><tr><td><strong>Direct</strong></td><td>1. Purchase transaction<br>2. Return transaction<br>3. Internal event<br>4. Custom event<br>5. Achievement earned<br>6. Redemption code used</td><td>Trigger promotions instantly after customer actions</td></tr><tr><td><strong>Referral</strong></td><td>Same six triggers as Direct; two rule sets: Referrer &#x26; Referee</td><td>Reward both parties for successful referrals</td></tr></tbody></table>

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### 🚀 What You’ll Learn in This Section

* Discover the different campaign categories and appropriate scenarios
* Explore a unified workflow: Creating → Managing → Analyzing → Troubleshooting campaigns
* Access shared resources on audience segmentation, rewards, cloning, and more

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## Learn more about

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Automation Campaigns</strong></td><td>Learn more about automation campaigns and how to create one.</td><td></td><td><a href="campaigns/automation-campaigns">automation-campaigns</a></td></tr><tr><td><strong>Campaigns &#x26; Referral Campaigns</strong></td><td>Learn how to manage campaigns.</td><td></td><td><a href="campaigns/campaigns-and-referral-campaigns">campaigns-and-referral-campaigns</a></td></tr><tr><td><strong>Campaign Simulation</strong></td><td>Learn how you can check the expected campaing outcome.</td><td></td><td><a href="campaigns/campaign-simulation">campaign-simulation</a></td></tr><tr><td><strong>Monitoring and Analytics</strong></td><td>Learn more about how to monitor campaigns and analyse their engagement and budgets.</td><td></td><td><a href="campaigns/monitoring-and-analytics">monitoring-and-analytics</a></td></tr></tbody></table>