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Creating Automations

In this article, you will learn how to create automation campaigns.

Automation campaigns in Open Loyalty allow you to automatically reward members based on scheduled triggers - daily, weekly, monthly, birthdays, or membership anniversaries.

🛠️ Step-by-Step Setup

Follow these steps to set up a new leaderboard in your Open Loyalty environment:

1

Navigate to Automation Campaigns

  • From the left-hand menu, go to Automations

  • Click Add automation campaign (or use the ▼ to Import existing automation configuration)

2

Choose Your Trigger

Select the timing that best fits your automation campaign goal:

  • Daily – runs every day

  • Weekly – choose specific weekday(s)

  • Monthly – pick exact date(s) or “Last day of month”

  • Member’s birthday – runs on each member’s birthday

  • Membership anniversary – runs on the join date anniversary

Automation campaigns run at 00:00 (according to the configured tenant timezone)

3

Define Target Audience

Who should participate in the automation campaign?

  • Everyone

  • A single Segment

  • A single Tier

4

Basic Settings

Fill in these core details:

  • Name & Description – Choose a distinctive name and optionally add the description. If you added another language in the settings, you will be able to add translations.

  • Start & End Dates – Start date is required; the end date is optional but must be after the start date.

  • Display Order (optional)

  • Visibility – Choose who sees the campaign: Everyone, specific Segments/Tiers, or Hidden.

Campaign visibility only determines to whom the challenge is presented. If you want to target given audience, the condition must be specified in the rules.

  • Visibility - displaying the campaign, e.g. for a given segment or tier

  • Conditions - being able to earn points, e.g. for a given segment or tier

Therefore, the precise targeting of the campaigns depends on the conditions specified in the rules section.

Optionally define custom attributes (key:value pairs) to tag or filter the automation campaign in APIs and UI

5

Add Rules: Conditions & Effects

  • Click Add new rule

  • Conditions: e.g., membership tier, purchase history, custom attributes

  • Effects: e.g., “Add units” (e.g., 10 points), coupons, or “Deduct units”

  • Use multiple rules to cover diverse scenarios

6

Set Limits & Budget

Control how often a member can receive the automation campaign's reward:

Automation Campaign Limit

  • Per‑member limit: per hour/day/week/month/year or total

  • Global budget: total units issued, and per‑member units cap

7

Toggle Campaign Status

  • Use the Active switch to enable or pause the campaign

  • Only active campaigns trigger at their scheduled times

✅ Best Practices

  • Prefer longer-term triggers for special events (birthday, anniversary)

  • Use automatic audience segments/tier filters in Basic Settings

  • Scale gradually - fine-tune limits and budgets as you assess performance

🔍 Troubleshooting Tips

  • No effect? Check campaign status, scheduling, and rule conditions

  • Zero units issued? Review your per-member limits and global budget caps

  • Birthday/anniversary misfires? Validate member data - missing or future dates won’t trigger at 00:00

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