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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
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On this page
  • Plan the budget and define campaign goals
  • Inform the team
  • Plan the communication
  • Secure promo terms & conditions
  • Do not overlap
  • Use control groups
  • Analyze results & collect learnings

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  1. Sample Setups

Good Practices

In this section, you will find good practices for how you can set up a campaign and increase the members' engagement by completing the challenges.

Plan the budget and define campaign goals

What results do you expect? When will you assess the campaign as successful and when not? It is important to set up clear, measurable KPIs for a campaign's success (e.g. Increase of the loyalty transactions by X%, X promo products sold during the campaign). Calculate the break-even point and use it as a base for your estimations. The more campaigns you’ll run, the easier it will become to set up estimated KPIs based on historical data.

Inform the team

Staff in the stores, customer care team, social media moderators - make sure that all your colleagues who have direct contact with the customer, are informed about the campaign. Aware brand representatives, who can answer consumers’ questions, are the foundation of a great customer experience.

Plan the communication

Make sure you reach your target group at the right moment, via the best communication channel (online and offline). Verify your budget for additional support, if needed.

Secure promo terms & conditions

For more complicated promotions it is good (in some countries obligatory) to have terms & conditions in a written form, easily accessible for the users, but also for the staff. Get in touch with your legal team to secure this part.

Do not overlap

When planning your campaigns, make sure they do not overlap. Running multiple campaigns at the same time complicates their impact analysis and can create operational and communication chaos. In extreme cases, system settings for overlapping campaigns might exclude one another.

Use control groups

Where and when possible - use control groups. This is the perfect way to show a campaign's impact.

Analyze results & collect learnings

Before jumping into the next campaign, make sure you analyze the results of the previous one. It is essential not only to know a campaign's ROI but also non-financial learnings and observations. Collect them in accessible form - when planning new activities, you can always come back to your historical data.

Last updated 10 months ago

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