# 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 â–Ľ 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
{% 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**
{% 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 %}
Optionally define **custom attributes** (key:value pairs) to tag or filter the automation campaign in APIs and UI
{% endstep %}
{% step %}
### 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
{% 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
{% endstep %}
{% step %}
### Toggle Campaign Status
* Use the **Active** switch to enable or pause the campaign
* Only active campaigns trigger at their scheduled times
{% endstep %}
{% endstepper %}
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## âś… 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
