# Creating Automations

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:

{% stepper %}
{% step %}

### Navigate to Automation Campaigns

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

{% step %}

### 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

<figure><img src="/files/tR79uESOLqzgOQjglrUh" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
Automation campaigns run at 00:00 (according to the configured tenant timezone)
{% endhint %}
{% endstep %}

{% step %}

### Define Target Audience

Who should participate in the automation campaign?

* **Everyone**
* A single **Segment**
* A single **Tier**

<figure><img src="/files/QcWzSEvxyRKi9BsFuGDO" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### 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.

{% hint style="warning" %}
**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.
{% endhint %}

<figure><img src="/files/388JUkEb7tX2Of7cubUD" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/0mbGLQ0imEMCST3dYVGp" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Add Rules: Conditions & Effects

* Click **Add new rule**<br>

  <figure><img src="/files/TRiewtGdSYA0tY2oKUVt" alt=""><figcaption></figcaption></figure>
* **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

<figure><img src="/files/oUUierwsf2X9YNYpCjS4" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### 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

<figure><img src="/files/xyU7f797821KL9TyIrIG" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Toggle Campaign Status&#x20;

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

<figure><img src="/files/ce6RIblycyq4Bj7mkaA6" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

***

## ✅ 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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.openloyalty.io/main-features/campaigns/automation-campaigns/creating-automations.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.