Purchase Transaction

This trigger activates a campaign each time a member completes a purchase transaction that is successfully matched in Open Loyalty. Unlike time-based or milestone campaigns, this trigger is event-driven—it reacts to real-time purchase activity and processes applicable campaigns immediately.

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🎯 When This Trigger Fires

This trigger activates when:

• A purchase transaction is received (manually or via API), matched to a registered member.

• The system evaluates all active campaigns with this trigger type for that member.

• The campaign’s conditions are checked, and upon meeting them, the campaign’s defined effects are executed—such as awarding points, issuing coupons, or performing other reward actions.

Effects are applied only when the transaction satisfies the campaign’s conditions (e.g., minimum spend, specific SKUs, time-based qualifiers).

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🛠️ Step-by-Step Setup

1

Add Campaign

Go to Campaigns or Referral Campaigns → Add campaign → select Purchase Transaction trigger.

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 Transaction Item Filer

Use filters to refine which items in the transaction count toward campaign conditions or effects.

• Select filters such as brand, category, SKU, and custom item attributes.

• In the next step, you will be able to refer to these items only in the campaign rules.

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

4

Add Rules

• Condition: (optional) e.g.,

  • Transaction.grossValue ≥ 50

  • Includes product filters: brand, category, SKU

  • Date/time qualifiers: weekday, purchase hour

  • Quantity / gross value of the filtered transaction items

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

5

Set Limits & Budget

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

• Campaign-level spending caps (total units)

6

Summary

• Review the campaign configuration and amend if needed

• Click on Add Campaign

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📈 Example Use Cases

• Universal Earn: 1 point per USD spent (no conditions).

• Time-Sensitive Bonus: 2× points on Monday mornings (Condition: weekday = Monday, hour between 9–11).

• Targeted Product Reward: Purchase ≥2 of “Acme Drink” → 100 fixed points.

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✅ Best Practices

• Filter conditions to ensure rewards align with campaign goals and budget.

• Apply budget limits to control issuance.

• Clone campaigns to test variants (e.g., different segments, times).

• Simulate transactions via API or Campaign Simulator to ensure rules work as expected.

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🧩 What Happens Next

• When a matched transaction arrives, conditions are evaluated, and effects are executed if passed.

• Effects include awarding points, issuing coupons, or adjusting balances.

• Related webhooks are triggered for unit transfers.