LogoLogo
HomepageCase studiesBook a demo
User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
Powered by GitBook
On this page
  • What is a follow-up campaign?
  • What is the business goal of a follow-up campaign?
  • How does a follow-up campaign work?
  • How to set up a follow-up campaign?
  • Actionable tips:
  • The “last X days/weeks/months” examples

Was this helpful?

  1. Main Features
  2. Campaigns

Follow-up Campaigns

In this section, you will get to know everything related to the Follow-up Campaigns.

What is a follow-up campaign?

It refers to a type of loyalty campaign in which a member needs to fulfill specific conditions before unlocking a next/following campaign. Once members have completed one campaign, they can embark on the journey of unlocked campaigns.

In other words, unlocking campaigns is a reward for completing previous ones.


What is the business goal of a follow-up campaign?

Creating a follow-up campaign enables you to design advanced gamification scenarios that can engage members on multiple levels. The primary goal of this type of marketing campaign is to increase customer retention and sales by providing rewards to members who complete specific conditions.

Unlocking campaigns as a reward for completing previous ones encourages members to keep coming back and further engage with your business.


How does a follow-up campaign work?

Once one campaign is completed, it unlocks the next campaign for a member. Depending on different scenarios.


How to set up a follow-up campaign?

Examples of follow-up campaign configuration based on the scenario:

  • The member completes Campaign A > can see/unlock Campaign B

  • The member completes Campaign B > can see/unlock Campaign C

  • The member doesn’t complete Campaign A-C > can see/can complete Campaign D. The campaigns happen one after the other and never simultaneously. First goes A, B starts one week later, and so on.

Follow-up campaign configuration

STEPS:

  1. Go to LOYALTY MODULES -> Campaigns -> Create a Campaign A with the start-end date (example 22.10.23 – 28.10.23) with the conditions and effect of your use case. In this example, customers who spend 100 Euros or more will receive 50 points.

  1. Go to GENERAL -> Members -> Segments -> Create a Segment with the Condition “Campaign completion” (ex. Complete campaign 1 time over the last 15 days) and choose Campaign A from the list.

  1. Go to LOYALTY MODULES -> Campaigns -> Create a Campaign B, with the start and end dates (for example, 29.10.23 – 04.11.23), with the Condition “Member segment” that you created in the 2nd step. Remember about setting effects based on your business case.

  1. Go to GENERAL -> Members -> Segments -> Create a Segment with the Condition “Campaign completion” (ex. Complete campaign 1 time over the last 15 days) and choose Campaign B from the list.

  1. Go to LOYALTY MODULES -> Campaigns -> Create a Campaign C, with the start and end dates (for example, 05.11.23 – 11.11.23), and the Condition “Member segments” that you created in the 4th step. Remember about setting effects based on your business case.

  1. Go to GENERAL -> Members -> Segments -> Create a Segment with the Condition “Campaign completion (e.g., Complete campaign 0 times over the last 7 days) and choose Campaign A from the list.

  2. Go to LOYALTY MODULES -> Campaigns -> Create a Campaign D with a time frame that includes the dates of Campaign A, B, and C (29.10.23-11.11.23) and Member segments that don’t contain the segments from Campaign B and C, but contain the segment from Step 6th. Also, set the visibility only for members from that segment. Remember to set different conditions to distinguish Campaign A from D.


Actionable tips:

Please always consider the following:

  • If you have follow-up campaigns that have the same time frame - put the number in the Segment set up ‘Last X days’ according to the timeframe of start Date Campaign A - end date Campaign D. Let's say campaigns are available 1.10.23 – 31.10.23 so we can put where 30 days as the member might want to fulfill all followup campaigns on the last day of campaigns availability.

  • If you have follow-up campaigns with different time frames (as in the example above) – put the number in the Segment set up ‘Last X days’ according to the time frame of start Date Campaign A - end date to Campaign A. The last X days are in the past, so it must include the timeframe of the campaigns selected in the Segment

  • Completion number in segments must be = or < than the Campaign limitation per member

  • It’s good to have an end date for the follow-up campaigns

  • Please note – if you have campaigns at the same time frame, remember that the member will end up in the associated segment after around 10 min.

Tips for our example scenario:

If the Customer doesn’t compete with Campaign A, they can unlock Campaign D immediately (both campaigns have the same time frame). In this case, for safety, it’s good to set:

  • define two different conditions for A and D

  • In Campaign D set the visibility for segment Campaign A “completed a campaign 0 times over the last X days” and set in the conditions the segment “who didn’t complete Campaign A”

  • exclude (not contain) the segment who completed Campaigns A and B (in the campaign conditions)


The “last X days/weeks/months” examples

Examples for the field "Member completed the campaign in the last x *":

If you want to include campaign completions only on the current day / in the current week/month, put '0' in the field 'Member completed the campaign in the last X days/weeks/months'.

Current time = 0

Current time: 2023-09-29 13:30:00, last_x_days option:

  • last days = "0" will affect members who complete the campaign between (and including): 2023-09-29 00:00:00 – 2023-09-29 13:30:00

  • last days = "1" will affect members who complete the campaign between (and including): 2023-09-28 00:00:00 – 2023-09-29 13:30:00

Current time: 2023-09-29 13:30:00, last_x_weeks option (the assumption is that the first day of the week is Monday)

  • last weeks = "0" will affect members who complete the campaign between (and including): 2023-09-25 00:00:00 – 2023-09-29 13:30:00

  • last weeks = "1" will affect members who complete the campaign between (and including): 2023-09-18 00:00:00 – 2023-09-29 13:30:00

Current time: 2023-09-29 13:30:00, last_x_months option

  • last months = "0" will affect members who complete the campaign between (and including): 2023-09-01 00:00:00 – 2023-09-29 13:30:00

  • last months = "1" will affect members who complete the campaign between (and including): 2023-08-01 00:00:00 – 2023-09-29 13:30:00

Last updated 8 months ago

Was this helpful?