Campaigns & Referral Campaigns

Learn how to configure and monitor your campaigns.

Open Loyalty lets you create flexible and powerful campaigns that reward your members based on specific actions or achievements. These campaigns can drive engagement, incentivize behavior, and grow your program through both direct interaction and referrals.

This article gives you an overview of how Direct Campaigns and Referral Campaigns work, and links out to their configuration guides.

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🧾 Types of Campaigns

There are two main types of campaigns in this section:

🔹 Direct Campaigns

These campaigns are triggered directly by a member’s action, such as making a purchase, achieving a milestone, or redeeming a code. You can configure a wide range of conditions and effects based on:

• Transaction triggers (e.g., purchases, returns)

• Custom and internal events

• Achievements

• Redemption codes

🔹 Referral Campaigns

Referral Campaigns reward referrers (existing members) based on the activity of the referees (newly invited members). These campaigns are ideal for viral program growth.

The logic is triggered when the referred member performs a defined action (such as a transaction or event), and the campaign delivers a reward to the referring member.

You can configure:

• Triggers and conditions based on the referee’s activity

• Multi-level reward structures (1st, 2nd, 3rd level referrers)

• Reward types and limits

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⚙️ Trigger Types

Campaigns are activated by a variety of event triggers, each of which supports its own set of conditions and variables. These include:

• Purchase Transaction

• Return Transaction

• Internal Event

• Custom Event

• Achievement

• Redemption Code

Each trigger has its own article with details on available attributes, best practices, and example configurations.

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🔧 Configuring Campaigns

Creating and managing campaigns includes several key building blocks:

• Campaign Effects: Define how members are rewarded (e.g., add units, give reward).

• Conditions & Filters: Apply custom filters based on member attributes, transaction item details, or achievement progress.

• Limitations: Control how many times a campaign can issue rewards globally or per member.

• Expressions & Variables: Use dynamic formulas and member data to fine-tune your logic.

• Templates with Autocomplete: Simplify the configuration with smart autocomplete for variables.

• Custom Attributes: Use member-specific custom data in filters or expressions.

• Distribution Rules: Define how many units to distribute using static or percent-based logic.

See the campaign creation guide for a complete walkthrough:

Creating Campaigns

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✅ Best Practices

• Schedule thoughtfully: Use appropriate frequency and timing.

• Segment wisely: Target specific audiences to increase relevance.

• Rate-control your rewards: Set sensible per-member and total limits before launching.

• Monitor engagement: Use dashboard analytics to identify spikes or drops.

• Iterate using duplicates: Copy campaigns for A/B testing.

• Clean responsibly: Deactivate and export before deleting, ensuring historical reward data remains accurate.

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Learn more about

Creating Campaigns

Managing Campaigns

Deleting Campaigns

Trigger Types

Referral Campaigns

Campaign Limitation

🧠 Related Articles

Monitoring & AnalyticsCampaign SimulationCustom Units Expiration & Pending SettingsUsing ExpressionsTransaction Item Filters