Creating a Loyalty Campaign

Learn how to create and launch loyalty campaigns that reward customers for purchases, product scans, referrals, and other actions.

Overview

Loyalty campaigns allow you to:

• 🎯 Reward customers for specific actions (purchases, scans, referrals, collectible, profile, login)
• 📊 Set progressive steps with increasing rewards
• ⚡ Auto-claim rewards or require manual redemption
• 📈 Track campaign performance in real-time or with a report
• 🎁 Offer discounts or bonus points as rewards

Campaign Types

Type	Trigger event	Example
authenticator_scan	Customer scans a product QR code (one-time per auth code)	"Scan 10 products → Get 20% off"
scan_campaign	Customer scans a product QR code (repeatable — same code counts again)	"Scan any product 5× this week → 100 pts"
order_count	Customer completes an order	"Place 5 orders → Get free product"
spend_amount	Customer reaches a cumulative spend target	"Spend $500 → Unlock reward"
product	Customer orders specific product(s) matching constraints	"Buy 3 Indica products → Get discount"
order_location	Customer places an order at a qualifying location	"Order from our LA store → Get bonus pts"
collectible	Customer exchanges collectibles they hold	"Trade 3 collectibles → Unlock exclusive strain"
referral	Customer completes a referral	"Refer 3 friends → Get $25 credit"
user_login	Customer logs in to the app	"First login → Get bonus points"
login_streak	Customer logs in consecutively	"Log in 7 days in a row → Reward"
user_profile	Customer updates profile fields	"Add email + phone → Get bonus points"
user_dob	Customer adds their date of birth	"Add birthday → Unlock birthday reward"
enroll_newsletter	Customer subscribes to newsletter	"Subscribe → Get 10% off"
social_media_activity	Customer completes a social action	"Follow us on Instagram → 50 pts"
product_review	Customer submits a product review	"Write a review → 25 pts"
point_earned	Customer's lifetime earned points reach a threshold	"Earn 1,000 lifetime pts → Bonus reward"
point_balance	Customer's current point balance reaches a threshold	"Hold 500 pts → Unlock perk"
event_counter_campaign	A tagged device (NFC) reports an event count for the customer	"Tap the display 10× → Unlock reward"
wallet_pass_download	Customer downloads the brand's wallet pass	"Add our pass → 50 pts"

Internal types. Two further values exist in the enum but are not selectable when creating a campaign: order, an umbrella the event router expands into order_count / product / spend_amount / order_location, and no_type, which bypasses campaign matching entirely.

Campaign Type Selection

• Use authenticator_scan for one-time-per-product scan campaigns
• Use scan_campaign when you want the same product scannable multiple times
• Use spend_amount for cumulative spend challenges; use order_count for purchase frequency
• Use product with constraints to target specific product categories or brands

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Prerequisites

Before creating a campaign, ensure you have:

✅ Configured loyalty tiers - See Creating Tiers ✅ Set up point earning rules - In Loyalty → Settings ✅ Decided on reward types - Discounts, products, or points ✅ Created product batches (for scan campaigns) - See Product Batches

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Step-by-Step Guide

Step 1: Navigate to Loyalty Campaigns

1. Log in to the Batch Admin Dashboard
   • URL: https://account.batchsys.com
2. Click Loyalty in the left sidebar
3. Select Campaigns
4. Click the + Create Campaign button (top right)

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Step 2: Configure Campaign Basics

Fill in the following details:

Campaign Information

Field	Description	Example	Required
Display Name	Customer-facing title	"Scan & Win Summer Prizes!"	✅ Yes
Description	Customer-facing description	"Scan 10 products to unlock exclusive rewards and discounts!"	✅ Yes
Campaign Type	Action that triggers progress	authenticator_scan	✅ Yes
Active Status	Status of Campaign	Active or Inactive	✅ Yes
Start Date	When campaign becomes active	2025-06-01 00:00:00	✅ Yes
End Date	When campaign ends	2025-08-31 23:59:59	✅ Yes
Tags	Give multiple tags	Assign Tags to Campaigns to have more control on their visibility	✅ Yes
FAQs	Frequently Asked Questions	"Reward will show up in giftcard automatically once all steps are completed!"	✅ Yes

Campaign Type Selection

• Use authenticator_scan for product QR code scanning campaigns
• Use order for purchase-based campaigns (cumulative spend)
• Use collectible for digital collectible campaigns
• Use referral for friend referral campaigns

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Step 3: Configure Campaign Settings

Configure how your campaign behaves and appears to customers using these flags:

Campaign Configuration Decision Tree

Start: Creating Campaign
    │
    ├─► Should customers see this now?
    │   ├─ YES → Show Campaign = ON
    │   └─ NO → Show Campaign = OFF (draft/test mode)
    │
    ├─► Must steps be completed in order?
    │   ├─ YES → Linear Progress = ON (progressive challenges)
    │   └─ NO → Linear Progress = OFF (collection/variety)
    │
    ├─► Can customers repeat this campaign?
    │   ├─ YES → Reset Progress = ON
    │   │         └─► Can they claim same reward multiple times?
    │   │             ├─ YES → Infinite Claim = ON
    │   │             └─ NO → Infinite Claim = OFF
    │   └─ NO → Reset Progress = OFF
    │             └─► Should steps be repeatable anyway?
    │                 ├─ YES → Infinite Claim = ON
    │                 └─ NO → Infinite Claim = OFF
    │
    └─► Should rewards be automatically granted?
        ├─ YES → Auto Claim = ON (instant gratification)
        └─ NO → Auto Claim = OFF (manual claim for engagement)

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Configuration Reference

Each toggle above maps to a stored field on the campaign. This table is the authoritative list of what each one changes.

Setting	Field	What it controls
Progression Type	linearity	LINEAR requires steps to be completed in order. PROGRESS_NON_LINEAR lets any step complete first and re-sorts the steps by progress in the customer app. NON_LINEAR is also accepted, but nothing reads it — it behaves as non-linear without the re-sorting, so prefer one of the other two.
Step count	progress_count	Required when creating a campaign, but see the caution below.
Auto Claim	auto_claim	Grants a step's reward the moment it unlocks, instead of waiting for the customer to claim.
Reset Progress	periodic	On completion — every step unlocked and its reward claimed — the campaign's claimed state is cleared so the customer can run it again. This is not a calendar schedule.
Streak reset	allow_streak_reset	Applies to steps configured with a streak time limit. If the customer lets that limit lapse, the steps already completed in that streak are wiped back to zero and progress restarts from the current step. Leave off to keep completed steps regardless of gaps.
Show Campaign	is_customer_facing	Hides the campaign from the customer app while leaving it active — use for testing.
Tier restriction	level_id	Restricts the campaign to one brand tier. Empty means every tier is eligible.
Display order	order	Sort position in the customer app's campaign list.
Helper text	info_text	Free text shown alongside the campaign in the app.

Per-step bounds and limits live on the reward, not the campaign:

Setting	Field	What it controls
Step threshold	from / to	The value range that completes this step, compared against the customer's accumulated progress.
Claim limit	check_limit	How many times this step may be filled. Without it, a step unlocks once and is then skipped on later events.
Streak window	streakTimeLimit	Time allowed before the streak lapses — see allow_streak_reset above.

Fields that do not drive behaviour

Three campaign fields are stored but not acted on by the progress engine:

• progress_count — required when creating a campaign, but the engine derives completion from the reward steps, not from this number. It surfaces only in search and reporting.
• range — a legacy per-step definition. Step bounds are read from the reward's from/to instead.
• infinite_claim — accepted and stored, but its enforcement branch is commented out. Repeat claiming is driven by the reward's check_limit.

Set progress_count to match your step count for reporting accuracy, and use check_limit rather than infinite_claim for repeatable steps.

How progress is actually calculated

This table covers what each setting does. For the algorithm — how allowed, claimed and progress_value advance on each event, and how check_limit interacts with linear campaigns — see Campaign Progress Tracking.

Collectible Campaigns

A campaign of type collectible is redeemed by spending collectibles rather than by accumulating a count.

• Each step carries a collectible_id constraint listing which collectibles satisfy it.
• At redemption the customer supplies one collectible per step, and each is matched against that step's constraint.
• Matched collectibles are consumed — the customer no longer holds them.

See Managing Collectibles for how customers acquire them in the first place.

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Banner Image

Upload a visual banner to make your campaign stand out in the customer app.

Setting	Description	Recommended Specs
Web Banner	Displayed on desktop/tablet	Aspect Ratio: 4:3 (e.g., 1200x900px)
Mobile Banner	Displayed on mobile devices	Aspect Ratio: 3:4 (e.g., 900x1200px)

Best Practices:

• Use high-quality images (minimum 300 DPI)
• Include clear call-to-action text on the image
• Ensure text is readable on both light and dark backgrounds
• File formats: JPG, PNG, or WebP
• Maximum file size: 20MB

Show Campaign to Customers

Active: ON/OFF
Default: ON

Controls campaign visibility in the customer app.

When to use OFF:

• Testing campaigns before launch
• Preparing seasonal campaigns in advance
• Temporarily pausing campaigns without deleting them
• Internal-only campaigns for staff testing

Note: This is different from Active Status. A campaign can be Active (within date range) but hidden from customers if this toggle is OFF.

Linear Campaign Progress

Customer Facing: ON/OFF
Default: ON

Determines whether customers must complete steps sequentially.

Linear Progress (ON):

Step 1 (Scan 3) → Complete first →
Step 2 (Scan 7) → Complete second →
Step 3 (Scan 10) → Complete third

• Customer must unlock steps in order
• Progress bar shows sequential completion
• Use for: Onboarding campaigns, progressive challenges

Non-Linear Progress (OFF):

Step 1 (Scan Product A) ┐
Step 2 (Scan Product B) ├→ Complete in any order
Step 3 (Scan Product C) ┘

• Customer can achieve steps in any order
• All steps visible from start
• Use for: Collection campaigns, exploration challenges, variety-focused campaigns

Reset Progress on Completion

Toggle: ON/OFF
Default: OFF

Automatically resets a customer's campaign progress to zero after they complete all steps.

Allow Infinite Claim

Toggle: ON/OFF
Default: OFF

Controls whether customers can claim the same step reward multiple times.

When OFF (Standard Behavior):

Step 1 (Scan 3) → Claim 50 points → Step locked, cannot claim again

• Each step can be claimed once per campaign
• Standard for most campaigns

When ON (Repeatable Rewards):

Step 1 (Scan 3) → Claim 50 points → Scan 3 more → Claim 50 points again → Repeat

• Customers can reach the same step repeatedly
• Rewards can be claimed multiple times
• Progress continues accumulating

Use Cases for Infinite Claim ON:

• Scan-based campaigns where every 3 scans = reward
• Purchase campaigns where every $50 spent = bonus
• Referral campaigns where each friend = reward

Example Campaign:

Campaign: "Scan & Earn"
Type: authenticator_scan
Infinite Claim: ON

Step 1: Every 5 scans → 100 points

Customer Journey:
- Scans 5 products → Claims 100 points
- Scans 5 more (total 10) → Claims 100 points again
- Scans 5 more (total 15) → Claims 100 points again
- Continues indefinitely...

Infinite Claim + Reset Progress

When both are ON, customers can complete the entire campaign multiple times AND claim each step multiple times within each completion cycle. Use cautiously to avoid excessive reward payouts.

Allow Auto Claim

Toggle: ON/OFF
Default: OFF

Automatically grants rewards when steps are achieved, without requiring customer action.

Default behaviour

Auto Claim is OFF by default. Customers must manually claim their rewards in the app. Turn this ON when you want rewards to be instantly credited when a step is reached (e.g., scan campaigns, login bonuses).

When OFF (Manual Claim):

Customer reaches step → Notification: "You earned a reward!" →
Customer opens app → Clicks "Claim Reward" → Reward granted

• Requires customer to manually claim
• Rewards visible in "Available Rewards" section
• Higher engagement (forces app visit)
• Risk: Customers may forget to claim

When ON (Auto Claim):

Customer reaches step → Reward automatically added to account →
Notification: "50 points added to your account!"

• Instant gratification
• No action required from customer
• Lower friction, better experience
• Guaranteed reward delivery

Recommended Settings by Campaign Type:

Campaign Type	Recommended Auto Claim	Reason
authenticator_scan	OFF	Encourages app engagement for claim
order	ON	Instant reward after purchase
login	ON	Welcome bonus, should be automatic
profile	ON	One-time setup reward
collectible	OFF	Collection campaigns benefit from claim ceremony
referral	ON	Immediate gratification for referrer

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Step 4: Define Steps & Rewards

Terminology: Steps = Steps

In the Batch Admin system, steps and steps refer to the same concept. Each step is a progress checkpoint that includes a reward. When you configure a step, you're defining both the target action (e.g., "Scan 3 products") and the reward customers receive upon completion.

Steps are the building blocks of your campaign. Each step defines:

• What the customer must do (the target value)
• What they receive (the reward type and value)

Adding Steps to Your Campaign

1. Click + Add check points button
2. Configure the step details:

Field	Description	Example	Required
Label	Custom name shown to customers for this step	"Bronze Achievement"	❌ No
Check Point	Target value customer must reach to unlock this step	3 (for 3 scans)	✅ Yes
Limit Progress Count	Caps progress at this value (authenticator_scan & collectible only)	10 (stops counting at 10)	❌ No
Reward Type	Type of reward to grant	point, promotion, point_multiplier, point_x, point_booster, tier_invitation, collectible, external, no_reward	✅ Yes
Reward Details	Configuration based on reward type selected	See reward types section below	✅ Conditional
Link	External URL for more information	https://example.com/campaign	❌ No
Description	Detailed description shown when customer claims reward	"Congratulations! You earned 50 bonus points!"	❌ No
Upload Image	Image displayed for this step after completion	Upload campaign image	❌ No
Locked Image	Image shown before customer completes this step	Upload locked state image	❌ No
Constraints	Restrict which products/categories count toward progress	Select products, categories, brands, etc.	❌ No

Field Details:

• Label: If provided, this custom label is shown instead of the default "from-to" range (e.g., "0-3"). Use descriptive names like "Bronze Tier" or "First Step".

• Check Point: The cumulative target value. For scan campaigns, this is total scans needed. For order campaigns, this is total dollars spent. The value is cumulative, not incremental.

• Limit Progress Count: Only appears for authenticator_scan and collectible campaign types. Prevents progress from counting beyond this limit. Example: If set to 10, customer can scan maximum 10 items for this step even if checkpoint is 3.

• Upload Image: The visual shown after the step is completed. Customers see this in their rewards dashboard when they've unlocked this step.

• Locked Image: The visual shown before completion. Creates anticipation by showing what customers will unlock. Often uses a "locked" or "grayed out" version of the reward image.

• Constraints: Campaign type-specific filters that determine which actions count toward progress. See Constraints section below for details.

3. Click Add or Update button
4. Repeat to add more checkpoints

Step Target Values

Once a campaign is launched, you cannot change step target values. You can only modify reward descriptions and enable/disable steps.

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Constraints: Filtering Progress

Constraints allow you to restrict which customer actions count toward campaign progress. This is useful when you want to reward specific behaviors rather than all actions.

How Constraints Work:

When constraints are applied to a step, only actions that match ALL selected constraints will increment progress. For example, if you constrain to "Category: Flower" and "Brand: Acme", only purchases of Acme flower products will count.

Available Constraints by Campaign Type:

Order/Purchase Campaigns

Filter which purchases count toward spending steps:

Constraint Type	Description	Example Use Case
Products	Only specific products count	"Only premium products count toward VIP tier"
Categories	Only products in selected categories	"Only 'Flower' and 'Edibles' purchases count"
Brands	Only products from selected brands	"Only partner brand purchases earn rewards"
Strain	Only specific strains (cannabis)	"Only Indica strain purchases count"
Size	Only specific product sizes	"Only 1oz and larger purchases count"
Tags	Only products with specific tags	"Only 'Organic' or 'Lab-Tested' products count"

Configuration:

1. When adding a step, click Add Constraints
2. Select constraint type from dropdown
3. Choose specific values (products, categories, brands, etc.)
4. Multiple constraint types combine with AND logic (all must match)
5. Multiple values within same type combine with OR logic (any can match)

Example: Premium Product Campaign

Campaign Type: order
Step 1 Constraints:
  - Categories: Flower, Concentrates
  - Tags: Premium
  → Only premium flower or concentrate purchases count toward $100 target

Authenticator Scan Campaigns

Filter which product scans count toward scan steps:

Constraint Type	Description	Example Use Case
Products	Only specific product scans count	"Scan 5 units of Product X to unlock reward"
Categories	Only products in selected categories	"Scan any flower products to progress"
Brands	Only scans from selected brands	"Scan partner brand products only"
Product Batches	Only products from specific batches	"Scan products from Summer 2025 batch"
Tags	Only products with specific tags	"Scan 'New Release' products to unlock early access"

Example: New Product Launch Campaign

Campaign Type: authenticator_scan
Step 1 Constraints:
  - Tags: New Release, Summer 2025
  - Categories: Flower
  → Only scans of new summer flower products count toward 10 scan target

Collectible Campaigns

Collectible steps take exactly one constraint: collectible_id, a comma-separated list of the collectibles that satisfy that step. Any one of them counts.

Example: Themed collection campaign

Campaign Type: collectible
Step 1 → collectible_id: 12, 13, 14   (any one of these)
Step 2 → collectible_id: 15
Step 3 → collectible_id: 16, 17

At redemption the customer supplies one collectible per step, and each is matched against that step's list. Supply the wrong collectible, a duplicate, or the wrong number and the whole redemption is rejected.

Referral Campaigns

Constraints not typically used for referral campaigns, as the action (referring a friend) is already specific.

Login/Profile/Newsletter Campaigns

Constraints not applicable - these are single-action campaign types.

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Best Practices for Using Constraints:

✅ Start broad, narrow later

• Launch campaigns without constraints first to measure baseline engagement
• Add constraints for subsequent campaigns to drive specific behaviors

✅ Communicate clearly

• If using constraints, make it very clear in campaign description what counts
• Example: "Scan any flower products from our Summer collection"

✅ Test constraint logic

• Create test customer account
• Perform actions that should/shouldn't count
• Verify progress increments correctly

✅ Avoid over-constraining

• Too many constraints = too difficult to complete
• Balance specificity with achievability

❌ Don't use constraints to hide difficulty

• If campaign requires specific products, mention this upfront
• Customers should know what actions count before starting

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Step Configuration by Campaign Type

Different campaign types track different actions, so steps are configured differently. Here's how to set up steps for each type:

1. Authenticator Scan Campaigns

Best rewards: points early, a product or collectible at the end — customers are physically handling stock, so tangible rewards land hardest.

What's tracked: Number of products scanned via QR code

How to configure:

Field	What to Enter	Example
Step Name	Internal label for this step	"First Scan Reward"
Target Value	Number of scans needed	3
Reward Type	Select from dropdown	Points
Reward Value	Points amount to award	50
Description	Message shown to customer	"Scan 3 products to earn 50 bonus points!"

Complete Campaign Example:

• Step 1: Scan 3 products → 50 points
• Step 2: Scan 7 products → 10% discount
• Step 3: Scan 10 products → Free product (customer chooses from list)

Important Notes:

• Target Value = total number of scans required (not incremental)
• Progress increments with each unique product scan
• Same QR code cannot be scanned twice by the same customer
• Best paired with product authentication campaigns

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2. Order/Purchase Campaigns

Best rewards: discounts and points — directly tied to purchasing, and a discount pulls the next order forward.

What's tracked: Total purchase amount in dollars

How to configure:

Field	What to Enter	Example
Step Name	Internal label for this step	"First Purchase Tier"
Target Value	Dollar amount customer must spend	100
Reward Type	Select from dropdown	Points or Discount
Reward Value	Points or discount percentage	100 (points) or 10 (%)
Description	Message shown to customer	"Spend $100 to earn 100 bonus points!"

Complete Campaign Example:

• Step 1: Spend $100 → 100 bonus points
• Step 2: Spend $250 → $15 off next order
• Step 3: Spend $500 → Free product + 200 bonus points

Important Notes:

• Target Value is cumulative across all orders during campaign period
• Based on order subtotal (before tax and shipping fees)
• Progress carries over between multiple purchases
• Ideal for encouraging repeat purchases and higher order values

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3. Login/Download Campaigns

Best rewards: a small points grant — a one-time action deserves instant gratification, not a large prize.

What's tracked: Number of logins or app downloads

How to configure:

Field	What to Enter	Example
Step Name	Internal label	"App Download Bonus"
Target Value	Usually 1 for one-time action	1
Reward Type	Select from dropdown	Points or Discount
Reward Value	Reward amount	50 (points) or 10 (%)
Description	Welcome message	"Welcome! Here's 50 points for joining us"

Complete Campaign Example:

• Step 1: Download app → 50 welcome points
• Step 2: Complete first login → 10% off first order

Important Notes:

• Target Value is typically 1 (one-time completion)
• Progress tracked automatically on first login event
• Works well with Auto Claim enabled for instant gratification
• Often combined with profile completion campaigns for onboarding flow

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4. Profile Completion Campaigns

Best rewards: modest points — low-effort action, so keep the reward proportional.

What's tracked: Number of profile fields completed

How to configure:

Field	What to Enter	Example
Step Name	Which field you're rewarding	"Email Address Added"
Target Value	Always 1 (per field)	1
Reward Type	Select from dropdown	Points
Reward Value	Points for completing field	25
Description	Encouragement message	"Thanks for adding your email! Here's 25 points"

Complete Campaign Example:

• Step 1: Add email → 25 points
• Step 2: Add phone number → 25 points
• Step 3: Add birthday → 50 points + 5% discount

Important Notes:

• Target Value is always 1 (each field is a separate step)
• Enable Linear Progress = OFF so fields can be completed in any order
• Progress tracked automatically when customer updates their profile
• Perfect for encouraging complete customer profiles for marketing

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5. Collectible Campaigns

Best rewards: exclusive products or a tier upgrade — the customer is giving up tokens, so the payoff should feel like an upgrade.

What it is. A campaign the customer completes by handing back collectibles they already hold, rather than by accumulating a count. The collectibles are consumed on redemption.

Use it when you want a set-collection mechanic — "collect these three, trade them for the reward" — or a token-gated drop where holding the right items is the entry ticket.

How to configure:

Field	What to Enter	Example
Campaign Type	collectible	collectible
Step constraint	collectible_id list that satisfies this step	12, 13, 14
Reward Type	What they get for completing	Points, discount, or another collectible

Example:

• Step 1 → accepts collectible 12, 13 or 14
• Step 2 → accepts collectible 15
• Step 3 → accepts collectible 16 or 17

Important notes:

• The customer supplies exactly one collectible per step at redemption.
• Matched collectibles are consumed and no longer held.
• Progress is not tracked incrementally — the whole set is exchanged in one action.

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6. Referral Campaigns

Best rewards: discounts or credit — customers bringing you a new buyer expect real value.

What's tracked: Number of successful referrals

How to configure:

Field	What to Enter	Example
Step Name	Referral step	"First Successful Referral"
Target Value	Number of friends referred	1
Reward Type	Select from dropdown	Discount or Credit
Reward Value	Amount for referrer	10 (for $10 off)
Friend Reward	Amount for friend (referee)	10 (for $10 off)
Description	Incentive message	"Refer a friend and you both get $10 off!"

Complete Campaign Example:

• Step 1: Refer 1 friend → $10 off (both get $10)
• Step 2: Refer 3 friends → $25 store credit
• Step 3: Refer 5 friends → Free product + Gold tier upgrade

Important Notes:

• Target Value = number of friends who complete their first purchase
• Referral only counts when referred friend makes first order
• Supports dual rewards (both referrer and friend get rewarded)
• Enable Infinite Claim to reward unlimited referrals

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7. Newsletter Subscription Campaigns

Best rewards: points or a small discount — low-friction action, simple reward.

What's tracked: Newsletter subscription status

How to configure:

Field	What to Enter	Example
Step Name	Internal label	"Newsletter Signup Bonus"
Target Value	Always 1	1
Reward Type	Select from dropdown	Discount
Reward Value	Discount percentage or amount	10 (for 10% off)
Description	Incentive message	"Subscribe to our newsletter and get 10% off!"

Complete Campaign Example:

• Step 1: Subscribe to newsletter → 10% off next order

Important Notes:

• Target Value is always 1 (one-time subscription)
• Typically a single-step campaign
• Enable Auto Claim for instant reward delivery
• Progress tracked when email subscription is confirmed
• Great for building email marketing lists

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Step Configuration Quick Reference

Campaign Type	Target Value Represents	Typical Steps	Recommended Rewards
authenticator_scan	Number of scans	3, 7, 10	Points → Discount → Product
order	Dollar amount spent	$100, $250, $500	Points → Discount → Product + Points
login	Number of logins	1, 2	Points, Discount
profile	Fields completed	1 per field	Points per field
collectible	Collectibles exchanged	1 per step	Product access → Tier upgrade
referral	Friends referred	1, 3, 5	Discount → Credit → Product + Tier
newsletter	Subscription status	1	Discount

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Choosing a Reward Type

Every reward has a type and a detail object. Pick by what you want to happen:

You want to…	Type	Config
Give a flat points bonus	point	detail.point: 50
Multiply the points from this transaction	point_x	detail.point_x: 3
Multiply their whole balance, once	point_multiplier	detail.point_multiplier: 2
Boost their earn rate for a period	point_booster	detail.point_booster: 2, detail.streakTimeLimit: 7
Hand out a discount	promotion	detail.discountId
Grant a collectible	collectible	detail.collectible_id
Move them into a tier	tier_invitation	detail.tier_invite
Charge points to claim	any type	detail.cost: 100
Track the step with no benefit	no_reward	—

The point branches are mutually exclusive

The engine picks one by checking which detail key is present, in this order: point_multiplier → point_x → point_booster → delta_multiplier → point. Set two and only the first wins, silently. detail.cost is the exception — it runs alongside whichever branch fired.

Full field reference, including external, tremendous and delta_multiplier: see Rewards.

Reward Stacking and Exclusions

Control how rewards interact with existing promotions to prevent excessive discounting.

Allow Stacking (Combine with other promotions):

When configuring a discount reward, you can enable the "Stackable" option:

• Customers can use campaign reward with other active site-wide promotions
• Useful for encouraging participation without heavy discounting concerns
• Example: Customer uses 10% campaign discount + 5% newsletter discount = 15% off

Exclusive Rewards (Cannot combine):

Disable "Stackable" to make rewards exclusive:

• Campaign reward cannot be combined with other discounts
• System automatically applies whichever discount is larger
• Protects profit margins on high-value rewards
• Example: Customer has 20% exclusive reward, site has 10% sale → Only 20% applies

How the System Prioritizes:

1. Multiple stackable rewards: All combine up to your set maximum discount cap
2. Exclusive vs stackable: Exclusive reward overrides if it's higher value
3. Multiple exclusive rewards: Highest value discount automatically applied
4. Discount caps: Set maximum combined discount percentage (e.g., cap at 40%)

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Step 5: Configure Notifications

Set up automated notifications for campaign events:

Notification Triggers

Event	When Sent	Recommended Channels
Campaign Start	When customer becomes eligible	📧 Email + 📱 Push
Step Achieved	When customer completes a step	📱 Push + 💬 SMS
Reward Claimed	Confirmation of reward redemption	📧 Email
Campaign Ending	3 days before campaign expires	📧 Email + 📱 Push
Campaign Complete	When all steps achieved	📧 Email + 📱 Push

Setting Up Notifications

1. Go to Notifications tab in campaign form
2. Toggle each notification type ON/OFF
3. Select channels:
   • ✅ Email (via AWS SES)
   • ✅ Push Notification (via Firebase/APN)
   • ✅ SMS (via Twilio - optional)
4. Customize notification templates:
   • Go to Marketing → Email Templates
   • Edit template NOTIFY_USER_CAMPAIGN_SUCCESS

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Step 6: Set Eligibility Rules (Optional)

Limit campaign participation with targeting rules:

Eligibility Options

By Customer Tier

Only Gold and Platinum tier members can participate

• Select tiers: Gold, Platinum
• Use case: VIP-only campaigns

By Visibility Tag

Group campaigns so the app can show or hide them together

• Assign lc_tags, each with its own is_customer_facing flag
• Use case: staging a campaign set, or surfacing a themed group in one place

Tier and tags are the only eligibility controls

A campaign cannot be limited by customer segment, hub, or prior participation — those fields do not exist. To reach a geographic audience, use an order_location campaign, whose constraints match on where the order was placed.

Setting Eligibility

1. Go to Eligibility tab
2. Select Targeting Rules:
   • All Customers (default)
   • Specific Tiers
   • Specific Segments
   • Specific Hubs
3. Toggle Exclusion Rules if needed
4. Click Save Rules

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Step 7: Review & Launch

1. Click Preview Campaign to see the customer view
2. Review the Campaign Summary Panel:
   • Campaign details
   • All steps and rewards
   • Notification settings
   • Eligibility rules
3. Verify all information is correct
4. Click Launch Campaign

Before Launching

• ✅ Verify start/end dates are correct
• ✅ Test notification templates
• ✅ Ensure products for rewards are in stock
• ✅ Confirm QR codes are active (for scan campaigns)

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Monitoring Your Campaign

After launch, track performance in real-time:

Campaign Dashboard

Navigate to Loyalty → Campaigns → [Your Campaign Name]

Key Metrics

Metric	Description	Good Target
Total Participants	Customers enrolled in campaign	1,000+
Active Participants	Currently progressing	60-70%
Completion Rate	% reaching final step	20-30%
Step Drop-off	% leaving at each step	< 40% per step
Rewards Claimed	Total rewards redeemed	80-90%
ROI	Revenue impact	3-5x campaign cost

Real-time Updates

• Dashboard updates every 5 minutes
• Export CSV reports: Click Export Data
• View individual customer progress: Click View Participants

Example Dashboard View

Summer Scan Challenge 2025
Status: Active | Days Remaining: 45

┌─────────────────────────────────────┐
│ Participants: 1,247                 │
│ Active: 892 (71%)                   │
│ Completed All Steps: 234 (19%)│
└─────────────────────────────────────┘

Step Progress:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Step 1 (3 scans)  ████████ 847 (68%)
Step 2 (7 scans)  █████    512 (41%)
Step 3 (10 scans) ███      234 (19%)

Top Rewards Claimed:
1. 10% Off Discount - 421 claims
2. 50 Bonus Points - 847 claims
3. Free Product - 187 claims

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Advanced Features

Linear vs Non-Linear Campaigns

Linear Progression (default)

Step 1 → Step 2 → Step 3

Customer must complete steps in order.

Non-Linear Progression (advanced)

Step 1 ┐
Step 2 ├→ Step 4
Step 3 ┘

Customer can achieve steps in any order.

Enable in Campaign Settings → Progression Type

Repeatable Campaigns

What it is. A campaign a customer can run more than once. There is no calendar schedule — the reset happens when they finish.

Use it when you want an evergreen challenge customers can grind repeatedly, rather than a one-and-done promotion.

Config: set periodic. Once every step is unlocked and its reward claimed, the claimed state clears and the campaign is available again.

No weekly or monthly recurrence

There is no recurrence pattern and no Recurring campaign type. To bound a campaign to a period, use start_date and end_date and create a fresh campaign for the next window.

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Troubleshooting

Campaign Not Showing to Customers

Issue: Campaign is active but not visible in customer app

Solutions:

1. ✅ Verify Start Date is in the past
2. ✅ Check Eligibility Rules aren't too restrictive
3. ✅ Ensure campaign Status is Active (not Draft)
4. ✅ Confirm customer is logged in
5. ✅ Clear cache in customer app

Points Not Auto-Crediting

Issue: Customer scanned product but didn't receive points

Solutions:

1. ✅ Verify auth code is valid (not already used)
2. ✅ Check EventBridge Configuration:
   • Go to Developer → Integrations → EventBridge
   • Verify scan-auth event is publishing
3. ✅ Review Loyalty Transaction Logs:
   • Go to Loyalty → Transactions
   • Search by customer ID
4. ✅ Check for duplicate scan prevention (each QR code can only earn points once per user)

Step Not Unlocking

Issue: Customer met target but step didn't unlock

Solutions:

1. ✅ Refresh campaign progress: Click Sync Progress
2. ✅ Check campaign hasn't expired
3. ✅ Verify customer's actions match campaign type (scans for scan campaign, orders for order campaign)
4. ✅ Review campaign logs for errors

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Best Practices

Campaign Design

✅ Keep it simple

• 3-5 steps maximum
• Clear, achievable targets
• Valuable, relevant rewards

✅ Progressive rewards

• Increase reward value with each step
• Final step should be most valuable

✅ Set realistic targets

• Analyze customer behavior first
• Start with lower targets, increase later

Timing

✅ Campaign duration

• Short-term: 2-4 weeks (urgency)
• Long-term: 2-3 months (sustained engagement)

✅ Launch timing

• Coordinate with product launches
• Align with seasons/holidays
• Avoid campaign overlap

Communication

✅ Promote early

• Email blast 1 week before launch
• Push notifications on launch day
• In-app banners

✅ Remind frequently

• Weekly progress updates
• "Almost there!" notifications
• Ending soon reminders

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Next Steps

Now that your campaign is live, explore these related features:

• Creating Tiers - Set up VIP levels
• Points Management - Adjust point balances
• Receipt Scanning - Reward offline purchases
• Email Templates - Customize notifications
• Campaign Analytics - Deep-dive into performance

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API Reference (for Developers)

For developers integrating campaign functionality:

• Campaigns on the storefront — what customers see and how they track progress