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:

Navigate to Automation Campaigns

From the left-hand menu, go to Automations
Click Add automation campaign (or use the ▼ to Import existing automation configuration)

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)

Define Target Audience

Who should participate in the automation campaign?

Everyone
A single Segment
A single Tier

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

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

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

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

Last updated 1 month ago

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🛠️ Step-by-Step Setup

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

Navigate to Automation Campaigns

From the left-hand menu, go to Automations
Click Add automation campaign (or use the ▼ to Import existing automation configuration)

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)

Define Target Audience

Who should participate in the automation campaign?

Everyone
A single Segment
A single Tier

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

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

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

Toggle Campaign Status

Use the Active switch to enable or pause the campaign
Only active campaigns trigger at their scheduled times