Follow-up Campaigns

Create campaign chains where completing one campaign unlocks the next. Visibility and availability controls are supported in Campaigns, Referral Campaigns, and the new feature, Challenges.

Follow-up campaigns let you build a campaign chain. Completing one campaign unlocks the next.

The Visibility and Availability concepts described here are supported across Campaigns, Referral Campaigns, and Challenges (new feature).

Overview

A follow-up campaign is a loyalty campaign that becomes available/visible only after a member completes a previous campaign.

Unlocking the next campaign is the reward for finishing the previous one.

Business goals

Use follow-up campaigns to:

• Drive repeat purchases with progressive rewards.

• Create onboarding journeys (first purchase → second purchase → subscription).

• Build multi-step gamification without running campaigns in parallel.

How it works

1. A member completes Campaign A.

2. The member qualifies for a segment based on that completion.

   • Campaign completion segments support a rolling time window (for example: completed in the last X days).

   • Challenge completion segments are not time-scoped (completion is treated as ever completed).

3. Campaign B is configured with that segment in its conditions and/or visibility.

4. When the member joins the segment, Campaign B becomes available.

Segment membership can take ~10 minutes to update after campaign completion.

Example setup (A → B → C, with a fallback D)

Example scenarios:

• Member completes Campaign A → can see/unlock Campaign B

• Member completes Campaign B → can see/unlock Campaign C

• Member does not complete A–C → can see and complete Campaign D

1

Create Campaign A

Go to LOYALTY MODULES → Campaigns.

Create Campaign A with the start/end date (example: 22.10.23 – 28.10.23).

In this example, customers who spend €100+ receive 50 points.

2

Create a segment for “completed Campaign A”

Go to GENERAL → Members → Segments.

Create a segment with condition Campaign completion (example: complete campaign 1 time over the last 15 days).

Select Campaign A.

3

Create Campaign B for members in the segment

Go to LOYALTY MODULES → Campaigns.

Create Campaign B with the next start/end date (example: 29.10.23 – 04.11.23).

Use condition Member segment and select the segment from the previous step.

Set rewards/effects for your use case.

4

Create a segment for “completed Campaign B”

Go to GENERAL → Members → Segments.

Create a segment with condition Campaign completion for Campaign B.

5

Create Campaign C

Go to LOYALTY MODULES → Campaigns.

Create Campaign C (example: 05.11.23 – 11.11.23).

Use condition Member segment(s) and select the segment from the previous step.

Set rewards/effects for your use case.

6

Create a segment for “did not complete Campaign A”

Go to GENERAL → Members → Segments.

Create a segment with condition Campaign completion (example: complete campaign 0 times over the last 7 days).

Select Campaign A.

7

Create Campaign D (fallback)

Go to LOYALTY MODULES → Campaigns.

Create Campaign D with a timeframe that covers A, B, and C (example: 29.10.23 – 11.11.23).

In campaign conditions:

• Include the “did not complete Campaign A” segment.

• Exclude segments for members who completed Campaign B and Campaign C.

In campaign visibility:

• Restrict visibility to the “did not complete Campaign A” segment.

Use different conditions in A vs D, so members can’t complete both unintentionally.

Tips and gotchas

Segments and “Last X days”

This applies to segments based on Campaign completion.

• Same timeframe for all follow-ups: set Last X days to match the full chain (start of A → end of D).

• Different timeframes: set Last X days to cover the relevant past window for the segment.

• Segment completion count must be <= the campaign limitation per member.

• Prefer an end date for every follow-up campaign.

Campaign completion vs Challenge completion segments

Both Campaigns and Challenges support visibility for a given segment or tier.

The key difference is segment membership timing:

• Campaign completion: can be limited to completion in the last X days/weeks/months.

• Challenge completion: not limited by time (member stays “completed” once they finish it).

Fallback campaign safety (A vs D)

If the member doesn’t complete Campaign A, they might unlock Campaign D immediately.

To avoid overlap:

• Use different conditions in A and D.

• In D, set visibility to the “completed A 0 times” segment.

• In D conditions, exclude segments for members who completed A and B.

“Last X days/weeks/months” examples

Examples for the field Member completed the campaign in the last X days/weeks/months.

To include completions only from the current day/week/month, set X = 0.

Current time: 2023-09-29 13:30:00 (days)

• 0 → 2023-09-29 00:00:00 – 2023-09-29 13:30:00

• 1 → 2023-09-28 00:00:00 – 2023-09-29 13:30:00

Current time: 2023-09-29 13:30:00 (weeks, week starts Monday)

• 0 → 2023-09-25 00:00:00 – 2023-09-29 13:30:00

• 1 → 2023-09-18 00:00:00 – 2023-09-29 13:30:00

Current time: 2023-09-29 13:30:00 (months)

• 0 → 2023-09-01 00:00:00 – 2023-09-29 13:30:00

• 1 → 2023-08-01 00:00:00 – 2023-09-29 13:30:00