HomepageCase studiesBook a demo

Creating Leaderboards

This article explains how leaderboards can be created and used in your loyalty program.

Adding a new leaderboard allows you to define the rules, timeframe, and visibility for how members will be ranked in your loyalty program. This process involves setting up basic information, choosing the duration, determining who can see it, and specifying the metric that will be tracked.

Step-by-step instructions

Follow these steps to set up a new leaderboard in your Open Loyalty environment:

1

Go to the Leaderboards section

In the left-hand navigation, under Loyalty Modules, click on Leaderboards.

2

Add a new leaderboard

On the Leaderboards page, click the Add leaderboard button (located in the top right corner).

3

Basic Info

  • Title and description: Enter a clear Leaderboard name (e.g., "Top Spenders," "Most Active Members") and an optional Leaderboard description to explain its purpose.

4

Timeframe

  • Start date: Select the date when the leaderboard should begin tracking member activity.

  • End date (optional): Choose an end date if you want the leaderboard to stop tracking activity after a specific period.

Leaderboards will not do a retroactive calculation, even if you set a date in the past!

5

Visibility

From the Leaderboard visibility dropdown, select who can see the leaderboard:

  • Visible for everyone: The leaderboard will be visible to all members.

  • Tiers Visibility: The leaderboard will be visible only to members in specific tiers that you choose.

  • Segment Visibility: The leaderboard will be visible only to the specific segments that you choose.

  • Hidden: The leaderboard remains hidden from all members.

6

Custom Attributes

This section allows you to include custom data fields for additional details. For now, you can leave this as default unless you have specific custom attributes to add.

7

Tracked Metric

  • Select the type of activity you want to measure and rank members by from the Metric dropdown (e.g., "Cumulative earned units in a wallet").

  • If applicable, select the Wallet type.

8

Status

Toggle the Active switch to enable or disable the leaderboard. An active leaderboard will collect data.

9

Summary

Review all your settings. If everything looks correct, click Add leaderboard.

Final tips

  • Currently, you can have up to 3 active leaderboards within an environment.

  • Members with the same tracked metric value will tie and appear in the same position on the leaderboard.

  • Leaderboards are recalculated every 4 hours.

  • Future updates will expand leaderboard capabilities, including the ability to target specific segments or tiers and introduce additional conditions.

Last updated

Was this helpful?