Campaigns

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

---

🔗 Structure at a Glance

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

---

🚀 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

---

Learn more about

Automation Campaigns

Learn more about automation campaigns and how to create one.

Campaigns & Referral Campaigns

Learn how to manage campaigns.

Campaign Simulation

Learn how you can check the expected campaing outcome.

Monitoring and Analytics

Learn more about how to monitor campaigns and analyse their engagement and budgets.