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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
  • Deleting a Campaign
  • Duplicating a Campaign
  • Editing a Campaign
  • Campaign export/import
  • Exporting campaigns
  • Importing campaigns
  • Duplicating campaign configuration to a different tenant

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  1. Main Features
  2. Campaigns

Managing Campaigns

In this section, you will get to know how to manage campaigns.

Last updated 5 months ago

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Deleting a Campaign

If you would like to delete the Campaign, you can pick this specific Campaign and click on the overflow button, a shortlist with the Delete campaign option will appear - click it. After confirming the action, the campaign will disappear from the list of campaigns.

Duplicating a Campaign

If you would like to duplicate the Campaign that was created before, you can pick this specific Campaign and click on the overflow button, a shortlist with the Duplicate campaign option will appear - click it. The system will redirect you to the campaign editor with a new inactive campaign created.

How to duplicate in steps:

  1. Select the Campaign

  2. Click the context menu

  3. Click Duplicate Campaign

  4. Make changes

  5. Click ADD CAMPAIGN


Editing a Campaign

If you would like to edit the Campaign that was created before, pick this specific Campaign and click on the overflow button, a shortlist with the Edit campaign option will appear - click it.

Now you will land on edit Campaign view - here you can make expected changes and save new Campaign configuration.

How to edit in steps:

  1. Select the Campaign

  2. Click the context menu

  3. Click Edit Campaign

  4. Make changes

  5. Click SAVE

You can copy Rules, Conditions, and Effects by clicking on the pages button in the campaign creator


Campaign export/import

In the Campaigns section, you can export and import campaigns. These actions require a file in a .json format.

You can export/import up to 50 campaigns at once (in one file).

Exporting campaigns

Exporting campaigns how-to

To export a single campaign or several campaigns:

  1. Go to Campaigns -> List of Campaigns

  2. Click SELECT TO EXPORT

After clicking this button you will see the checkboxes next to the campaign number

  1. Select the campaigns you want to export to the JSON file

  2. Click EXPORT TO .JSON FILE (X) to download the campaign file

Importing campaigns

Importing campaigns how-to

To import a single campaign or several campaigns:

  1. Go to Campaigns -> List of Campaigns

  2. Click ADD CAMPAIGN -> Import campaigns

After clicking this button you will see the pop-up window to upload the JSON file

  1. Follow the instructions from the popup window.

  2. Click IMPORT to download the campaign file

  3. After importing the campaign you will see the list of all successful and/or campaigns that require the action to edit.

Duplicating campaign configuration to a different tenant

Exporting campaign to a different tenant how-to:

To export a single campaign or several campaigns to different tenant:

  1. Go to Campaigns -> List of Campaigns

  2. Click SELECT TO EXPORT

After clicking this button you will see the checkboxes next to the campaign number

  1. Select the campaigns you want to export to a different tenant

  2. Click Export campaigns to 'Different tenant' -> Select the targeted tenant

  1. To complete the action click Copy Campaigns and view target tenant.

  1. After importing the campaign you will see the list of all successful and/or campaigns that require the action to edit.