Campaign Simulation

Learn how you can check the expected campaing outcome.

This function allows you to simulate the Reward effect that will be returned when the Member meets the Campaign conditions. The simulation helps to check whether the Campaign you have created contains the correct conditions and whether the Reward is returned correctly.

You can simulate Direct or Referral Campaigns. If you would like to simulate the Referral Campaign, please note that you need to fill in the Member and Referrer details steps to simulate rewards for both sides.

In the Campaign simulator, you need to go through these steps to simulate a campaign:

1. Trigger - will simulate campaigns with the selected option

2. Member details - This step allows for simulating matching transactions/custom events. Additionally, filling in the specific member details allows for simulating the campaigns that require the specific member information that needs to be fulfilled to receive the campaign effect.

3. Referrer details - This step allows to simulate the results for the referrer (available for the referral campaigns)

4. Transaction / Event details - Depending on the trigger selected, this step allows you to enter more details related to the transaction or the event.

Please be aware that member details like Address details, Transactional History, Points Balance, and Consents are not automatically imported from the system into the campaign simulator. The same applies to the referrer details.

If your campaign relies on any of these data points, it's necessary to manually update them in the campaign simulator form to ensure accurate simulation and results.

Alternatively, you can retrieve the result based on the member details stored in OpenLoyalty by sending a simulate request through the API and including the customerId in the payload.

Once all the details are entered, click on Resimulate campaign and check the results.

After running the simulation 'Simulated campaigns' and 'Simulated results' will appear. Here you may notice which Campaign criteria were met along with who and what Reward may receive.

When several campaigns are activated by the same trigger, they are executed in order of their Campaign Start Date, with the earliest one being executed first.