Internal Event

An Internal Event trigger activates when built-in member lifecycle changes occur in Open Loyalty—such as tier updates, account activation, profile modifications, or achievement progress. This allows you to reward or penalize based on system-generated events without external input.

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🔔 Supported Internal Events

When creating a Direct or Referral campaign and selecting Internal Event as the trigger type, you can choose among:

• Achievement Progressed

  • If you want to reward the members based on the progression of the achievement (e.g. once they reach 50% of the goal), please refer to the article below for more guidance on the setup. Achievement Progressed

• Member Address Details Updated

• Member Company Details Updated

• Member Profile Details Updated

• Member Tier Updated

  • You can differentiate between tier moves using the following expressions in rule conditions. For more information, please refer to the article below. Tier Upgrade or Downgrade

• Member Was Activated

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✅ Why Use This Trigger

• Automates rewards based on system-defined member milestones.

• Separates internal-event-based campaigns from other types for clarity and goal isolation.

• Keeps full control through conditions, effects, and limits.

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🛠️ Step-by-Step Setup

1

Add Campaign

Go to Campaigns or Referral Campaigns → Add campaign → select Internal Event trigger.

• Select the type of internal event.

2

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

3

Add Rules

• Condition: (optional)

• Effect: e.g., "Add units: 1 × grossValue", "Add 100 fixed points", "Issue coupon".

4

Set Limits & Budget

• Per-member frequency (e.g., once per month)

• Campaign-level spending caps (total units)

5

Summary

• Review the campaign configuration and amend if needed

• Click on Add Campaign

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👥 Use Case Examples

• Tier-Up Bonus: Award 500 points whenever a member moves up a tier.

• Welcome Gift: Add 100 points when a member is activated.

• Profile Update Reward: Add 50 points when a member updates their profile.

• Achievements: Grant token rewards when progress milestones are reached.

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📊 Best Practices

• 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.

• Control Reward Frequency: Set clear frequency limits to avoid repeated rewards.