# Creating Campaigns

Craft your campaign by following these core steps—triggers are handled separately, so this covers the universal setup.

## 🛠️ Step-by-Step Setup

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

{% stepper %}
{% step %}

### Navigate to Campaigns

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

{% step %}

### Choose Your Trigger

Now you need to select the campaign trigger. There are three options available:

* [**Purchase Transaction**](https://help.openloyalty.io/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/purchase-transaction)\
  Purchase transaction matched with a member
* [**Return Transaction**](https://help.openloyalty.io/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/return-transaction)\
  Return transaction matched with a member
* [**Internal Event**](https://help.openloyalty.io/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/internal-event)\
  Event that happens in Open Loyalty e.g., tier updated, member registered/activated, etc.
* [**Custom Event**](https://help.openloyalty.io/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/custom-event)\
  Events sourced from an external system or application
* [**Achievement**](https://help.openloyalty.io/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/achievement)\
  Achievement completed by the member
* [**Redemption Code**](https://help.openloyalty.io/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types/redemption-code-campaign)\
  Events based on redeeming generated redemption codes

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2F8CZF2mlhM5G88IYezB3Z%2Fimage.png?alt=media&#x26;token=3685848f-6c09-4665-be12-931c7255deda" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For more information on each of the trigger, please refer to this section of the User Guide: [trigger-types](https://help.openloyalty.io/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/trigger-types "mention")
{% endhint %}
{% endstep %}

{% step %}

### Campaign Info - 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.
* **Display Order** (optional) – Type campaign number on the list (if you use it for ordering)

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FeUjUBWPPBuzHA4J5X4Rk%2Fimage.png?alt=media&#x26;token=5aaafd07-9686-4886-929b-c961d9922f69" alt=""><figcaption></figcaption></figure>

* **Start & End Dates** – Start date is required; the end date is optional but must be after the start date.

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FvSoaY2vVYuLxeIFNVKs5%2Fimage.png?alt=media&#x26;token=470e5417-2719-426b-adbd-05bdfcd04d37" alt=""><figcaption></figcaption></figure>

* **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="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FwhKMkBLm5sV41vZd4pxo%2Fimage.png?alt=media&#x26;token=f0d936e5-20d8-47ea-9532-32619211c53c" alt=""><figcaption></figcaption></figure>

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

{% hint style="info" %}
For more information on how to use campaign custom attributes, please refer to this section of the article: [custom-attributes-in-campaigns](https://help.openloyalty.io/main-features/campaigns/custom-attributes-in-campaigns "mention")
{% endhint %}

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2Fs1M8xHUG2MB4cHPaiWwi%2Fimage.png?alt=media&#x26;token=386c1570-f81c-45c8-a4c9-5e6982ab6401" alt=""><figcaption></figcaption></figure>

* **Campaign Status** – The campaign will start only if it is active.

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FjpXNJIssLEMfGGIzZWLS%2Fimage.png?alt=media&#x26;token=64748112-b31b-4b9e-967e-722824897f3c" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Transaction Item Filters *(for Purchase or Return Triggers)*

Transaction filters are powerful tools that allow you to refine the products in customers' transactions. By applying specific criteria, such as size, quantity, price, and other relevant factors, you can effectively narrow down the selection to meet your needs.

{% hint style="info" %}
For more information on how to create and use a transaction item filter, please refer to this section of the User Guide: [transaction-item-filters](https://help.openloyalty.io/main-features/campaigns/campaigns-and-referral-campaigns/creating-campaigns/transaction-item-filters "mention")
{% endhint %}
{% endstep %}

{% step %}

### Add Rules: Conditions & Effects

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

  <figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FxpQQ4O0Lik9p4ZWpYgsA%2Fimage.png?alt=media&#x26;token=2a5dfcee-55b4-4e74-957b-bdecb36ac7fa" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
You can set a maximum of 6 rules in one campaign.&#x20;
{% endhint %}

* **Conditions**: e.g., membership tier, purchase history, custom attributes

{% hint style="danger" %}
You can set a maximum of 30 conditions in one campaign.
{% endhint %}

* **Effects** - you can choose one of the following options for all the campaigns
  * **Deduct Units**\
    Select formulas to add, divide, multiply, and subtract your values and deduct units based on the calculation
  * **Add Units**\
    Select formulas to add, divide, multiply, and subtract your values and add units based on the calculation
  * **Give Reward**\
    Select the Reward that the Member who fulfils the conditions will receive
  * **Set Member Custom Attribute**\
    Set a custom attribute that the Member who fulfils the conditions will get
  * **Remove Member Custom Attribute**\
    Set a custom attribute that will be removed when the Member fulfils conditions
* Use multiple rules to cover diverse scenarios

{% hint style="warning" %}
**Keep in mind:** within a single rule, **all** its conditions must be met for the reward to trigger.&#x20;

But if you define **two or more separate rules**, satisfying **all conditions within one rule** will activate its own effect—since each rule operates independently.
{% endhint %}

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2Fx92c76kRO5lipOEKXC6r%2Fimage.png?alt=media&#x26;token=9a235f66-41c0-4eeb-a07e-b56b26c25303" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For more information on how to use autocomplete options for the effects, please refer to this section of the User Guide: [effects-autocomplete](https://help.openloyalty.io/main-features/campaigns/effects-autocomplete "mention")
{% endhint %}
{% endstep %}

{% step %}

### Set Limits & Budget

Control how often a member can receive the campaign's reward:

**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="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FsTH8cIvF6qsKU8IcU78y%2Fimage.png?alt=media&#x26;token=49756964-6b2f-4f6c-ba86-13ab854f7a89" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For more information on how to set up limitations, please refer to this section of the User Guide: [campaign-limitation](https://help.openloyalty.io/main-features/campaigns/campaign-limitation "mention")
{% endhint %}
{% endstep %}

{% step %}

### Summary

* Review the campaign configuration and amend if needed.
* Click on **Add Campaign**

<figure><img src="https://2658975168-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcNVX03KZzmrGwJihLiEx%2Fuploads%2FWz39FKxBVDWNY2gZfmXK%2Fimage.png?alt=media&#x26;token=65b01dc8-bcbf-4ff3-9f85-45723d3fd565" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

***

## ✅ Best Practices

* **Use clear naming & tags** for easy tracking via admin or API.
* **Localise content** if running multi-language campaigns.
* **Set smart limits** before launch to control issuance.
* **Test rules early**, using test accounts or sandbox environments.
* **Monitor post-launch**, adjusting rules, budgets, or targeting as needed.
* **Scale gradually** - fine-tune limits and budgets as you assess performance.

***