Achievement
The Achievement trigger initiates a campaign when a member completes a predefined achievement within Open Loyalty. These campaigns are separate from Achievement definitions—they activate only when an achievement is completed and operate independently, letting you deliver rewards like points, coupons, or badges.
🆚 What is the difference between Achievement and Campaign?
Main difference between achievements and campaigns can be summarized to these two points:
Achievements define and track long-term member goals.
Campaigns deliver the actual reward when those goals are met—offering full control over reward type, timing, and limits.
For a full breakdown, please refer to the table below:
Purpose
Tracks member progress across multiple triggers over time (e.g., 5 purchases, 7 logins).
Awards rewards when an achievement is completed, operating independently.
Execution
Monitors cumulative conditions (time-based, streaks, aggregated values).
Fires on a single event: achievement completion.
Rewards
Does not directly award units or rewards. Assign badges only.
Issues points, coupons, or rewards when the linked achievement is triggered.
Granularity
Manages multi-step or combined goals (e.g., purchases + custom events).
Runs per-achievement and per-member—customizable via conditions.
Independence
Requires an associated campaign to issue any rewards.
Fully functional standalone campaign once linked to an achievement.
Use Cases
Challenge-based engagement (e.g., loyalty milestones, fitness goals).
Reward upon completion: e.g., “First Purchase” bonus, “Summer Challenge” prize.
Lifecycle Control
Changes in the achievement reset progress across all members.
Can be paused, duplicated, or deleted independently of the achievement logic.
🎯 When This Trigger Fires
A campaign with this trigger activates when:
A member completes an achievement defined in the Achievements module.
Conditions in the campaign match the achievement completion event.
If you want to create a campaign to reward a member based on the achievement progress, not the completion, please refer to this section of the User Guide: Achievement Progressed
🛠️ Step-by-Step Setup
Set up Achievements
Under Achievements, define your achievement with rules, limits, and goals (e.g., “Buy 5 times in June–August”).
Add Campaign
Go to Campaigns or Referral Campaigns → Add campaign → select Achievement trigger.
Set Basic Campaign Details
Name, Description, Translations
Start/End Date, Display Order, Visibility (Everyone / Segment / Tier)
Campaign Status – The campaign will start only if it is active
Add Rules
Condition: (optional) e.g., only trigger for members in a specific tier.
Effect: e.g., "Add units: 1 × grossValue", "Add 100 fixed points", "Issue coupon".
Set Limits & Budget
Per-member frequency (e.g., once per month)
Campaign-level spending caps (total units)
Summary
Review the campaign configuration and amend if needed
Click on Add Campaign
👥 Use Case Examples
Milestone Bonus: Reward 100 units when a member completes “First Purchase.”
Seasonal Campaign: Give 200 points for completing the “Summer Buyer” achievement (e.g., 5 purchases during June–August).
Multi‑Stage Reward: Award escalating bonuses for multi-step achievements like a login streak followed by purchase behavior.
✅ Why Use This Trigger
Encourages ongoing member participation by rewarding multi-step goals.
Offers flexibility—award based on tiers, segments, or specific attributes at completion time.
Keeps reward logic separate—achievements track progress, campaigns deliver rewards, simplifying audit and control paths.
📊 Best Practices
Configure Achievements First: Campaign triggers only based on completed achievements.
Test Configuration: Use the Campaign Simulator or API to ensure return rules work as expected.
Monitor Regularly: Check engagement and deduction rates to avoid overcharging members.
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