Creating Campaigns
Learn more about campaign types and how to create one.
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:
Choose Your Trigger
Now you need to select the campaign trigger. There are three options available:
Purchase Transaction Purchase transaction matched with a member
Return Transaction Return transaction matched with a member
Internal Event Event that happens in Open Loyalty e.g., tier updated, member registered/activated, etc.
Custom Event Events sourced from an external system or application
Achievement Achievement completed by the member
Redemption Code Events based on redeeming generated redemption codes
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)
Start & End Dates – Start date is required; the end date is optional but must be after the start date.
Visibility – Choose who sees the campaign: Everyone, specific Segments/Tiers, or Hidden.
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.
(Optionally) Define custom attributes (key:value pairs) to tag or filter the automation campaign in APIs and UI
Campaign Status – The campaign will start only if it is active.
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.
Add Rules: Conditions & Effects
Click Add new rule
You can set a maximum of 6 rules in one campaign.
Conditions: e.g., membership tier, purchase history, custom attributes
You can set a maximum of 30 conditions in one campaign.
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
Keep in mind: within a single rule, all its conditions must be met for the reward to trigger.
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.
✅ 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.
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