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 milestones 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	Example
authenticator_scan	Customer scans product QR code	"Scan 10 products → Get 20% off"
order	Customer places an order	"Spend $500 → Get free product"
login	Customer download the app	"Download the app → Get bonus points"
profile	Customer completes profile	"Fill Email/PhoneNumber → Get bonus points"
collectible	Customer collects NFTs	"Collect 5 NFTs → Unlock exclusive strain"
referral	Customer refers friends	"Refer 3 friends → Get $25 credit"
newsletter	Customer subscribes to newsletter	"Subscribe to newsletter → Get 10% off"

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

Step-by-Step Guide

Step 1: Navigate to Loyalty Campaigns

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

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 (spend milestones)
Use collectible for NFT/digital collectible campaigns
Use referral for friend referral campaigns

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 milestones 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 milestones 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)

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 milestones sequentially.

Linear Progress (ON):

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

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

Non-Linear Progress (OFF):

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

Customer can achieve milestones in any order
All milestones 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 milestones.

Allow Infinite Claim

Toggle: ON/OFF
Default: OFF

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

When OFF (Standard Behavior):

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

Each milestone can be claimed once per campaign
Standard for most campaigns

When ON (Repeatable Rewards):

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

Customers can reach the same milestone 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

Milestone 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 milestone 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 milestones are achieved, without requiring customer action.

When OFF (Manual Claim):

Customer reaches milestone → 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 milestone → 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

Step 4: Define Steps & Rewards

Terminology: Steps = Milestones

In the Batch Admin system, steps and milestones 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

Click + Add check points button
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, Collectible, Tier Invitation, Point Multiplier, 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 Milestone".
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.

Click Add or Update button
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.

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 milestones:

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:

When adding a step, click Add Constraints
Select constraint type from dropdown
Choose specific values (products, categories, brands, etc.)
Multiple constraint types combine with AND logic (all must match)
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 milestones:

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/NFT Campaigns

Filter which collectibles count toward collection milestones:

Constraint Type	Description	Example Use Case
Collectibles	Only specific NFTs count	"Collect all 5 'Founder Series' NFTs"
Collectible Collections	Only NFTs from specific collections	"Collect any 3 NFTs from 'Artist Series'"
Collectible Rarity	Only specific rarity levels	"Collect 5 'Rare' or 'Legendary' NFTs"

Example: Themed Collection Campaign

Campaign Type: collectible
Step 1 Constraints:
  - Collectible Collections: Strain Passport Series
  → Only NFTs from the Strain Passport collection count toward 7 NFT target

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.

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

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

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

2. Order/Purchase Campaigns

What's tracked: Total purchase amount in dollars

How to configure:

Field	What to Enter	Example
Step Name	Internal label for this milestone	"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

3. Login/Download Campaigns

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

4. Profile Completion Campaigns

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

5. Collectible/NFT Campaigns

What's tracked: Number of NFTs/collectibles acquired

How to configure:

Field	What to Enter	Example
Step Name	Collection milestone	"Complete First Collection Set"
Target Value	Number of NFTs to collect	3
Reward Type	Select Collectible	Collectible/NFT
Reward Selection	Choose which NFT to award	Select from available NFTs
Description	Achievement message	"Collect 3 NFTs to unlock a rare exclusive!"

Complete Campaign Example:

Step 1: Collect 3 NFTs → Rare NFT reward
Step 2: Collect 7 NFTs → Limited edition product access
Step 3: Collect 10 NFTs → Platinum tier upgrade

Important Notes:

Target Value = total number of collectibles in customer's wallet
Progress tracked automatically when customer mints or receives NFT
Best paired with NFT rewards for completion
Creates exclusivity and collectibility incentives

6. Referral Campaigns

What's tracked: Number of successful referrals

How to configure:

Field	What to Enter	Example
Step Name	Referral milestone	"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

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

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	NFTs collected	3, 7, 10	NFT → Product Access → Tier Upgrade
referral	Friends referred	1, 3, 5	Discount → Credit → Product + Tier
newsletter	Subscription status	1	Discount

Reward Types Explained

Rewards are the incentives customers receive when they complete steps. Each reward type serves different purposes and works better with specific campaign types.

1. Points Reward

Awards loyalty points directly to the customer's balance.

When to use:

Best for: All campaign types
Encourages engagement across multiple visits
Builds long-term loyalty through accumulation

Configuration:

Select "Points" from Reward Type dropdown
Enter point amount in Reward Value field
Points are added instantly to customer account

How it works:

Points credited immediately when step is completed
Can be redeemed for purchases (if points redemption enabled)
Points accumulation follows your tier multipliers
Never expire unless you set expiration rules

Best practices:

Use progressive values across steps (50 → 100 → 200 points)
Align with your points-to-dollar conversion rate
Consider customer lifetime value when setting amounts
Make early milestones easy to encourage participation

2. Discount Reward

Awards a discount code valid for customer's next purchase.

When to use:

Order campaigns: Encourage repeat purchases
Referral campaigns: Incentivize friend invitations
Login campaigns: Welcome discount for new users

Configuration:

Select "Discount" from Reward Type dropdown
Choose discount type:
- Percentage: Enter value like 10, 15, 20 (for % off)
- Fixed Amount: Enter dollar amount like 5, 10, 25 (for $ off)
- Free Shipping: Select this option (no value needed)
Set additional options:
- Minimum Purchase: Optional minimum order value to use discount
- Maximum Discount: Optional cap for percentage discounts
- Expiration Days: How long code remains valid (e.g., 30 days)
- Stackable: Whether discount can combine with other promotions

How it works:

System generates unique discount code when step is completed
Code delivered via email/push notification
Auto-applied at checkout if Auto Claim is enabled
Customer sees discount in their rewards section
Code expires after set number of days

Best practices:

Set 30-day expiration to create urgency
Use percentage discounts for higher-value rewards (15-20% off)
Use fixed amount for welcome bonuses ($10 off first order)
Enable stacking cautiously to prevent excessive discounts

3. Product Reward

Allows customer to claim a free product from your catalog.

When to use:

Scan campaigns: Reward for scanning products
Collectible campaigns: Complete collection, get free product
High-value order campaigns: Spend $500, choose free item

Configuration Options:

You can set up product rewards in two ways:

Option A: Fixed Product (Customer receives specific item)

Select "Product" from Reward Type dropdown
Choose "Fixed Product"
Select the specific product from your catalog
Product is automatically added to customer's rewards

Option B: Product Choice (Customer selects from list)

Select "Product" from Reward Type dropdown
Choose "Allow Customer Choice"
Select multiple products customer can choose from
Set how many they can pick (usually 1)
Optional: Restrict by product batch, category, or tag
Optional: Set maximum product value cap

Additional Settings:

Batch Restriction: Limit to products from specific batch
Category Filter: Only allow products from certain categories
Value Cap: Set maximum product value (e.g., up to $50)
Inventory Tracking: System automatically checks stock availability

How it works:

Product added to customer's "Claimable Rewards" section
Customer can redeem during checkout (shows as $0 item)
Inventory automatically decreases when claimed
Customer sees product options in their rewards dashboard

Best practices:

Use fixed product for predictable inventory management
Use customer choice for higher-value final milestones
Set value caps to control costs on choice rewards
Ensure sufficient inventory before launching campaign

4. NFT/Collectible Reward

Awards a digital collectible or NFT to customer's wallet.

When to use:

Collectible campaigns: Complete collection series
Exclusive campaigns: Limited-edition rewards
VIP campaigns: Token-gated access to events/products

Configuration:

Select "Collectible/NFT" from Reward Type dropdown
Choose which NFT to award from your available collectibles
Select collectible type (Standard NFT, Rare, Exclusive, etc.)
Set any additional unlock benefits

How it works:

NFT automatically mints to customer's connected wallet when step completed
Appears in customer's collectibles gallery in the app
Can unlock additional benefits like tier upgrades or exclusive access
Creates immutable ownership record on blockchain
Customer can view, trade, or showcase their collectibles

Best practices:

Use rare/exclusive NFTs for final campaign milestones
Consider tier upgrades as additional NFT benefits
Limit supply to create scarcity and exclusivity
Ensure customers have wallet setup before campaign launch

5. Custom Reward

For unique rewards like experiences, access, or custom integrations that don't fit standard reward types.

When to use:

VIP experiences or access
Early product launch invitations
Meet-and-greet events
Custom services or consultations

Configuration:

Select "Custom" from Reward Type dropdown
Choose custom reward type from available options:
- Experience/Event Access
- VIP Lounge Access
- Early Product Access
- Consultation/Service
- Other (custom definition)
Enter custom reward details and instructions
Set redemption method (code, manual fulfillment, etc.)

Examples of Custom Rewards:

VIP dispensary lounge access pass
Early access to new product launches (24 hours before public)
Meet-and-greet with brand ambassadors or growers
Free product customization or engraving service
Exclusive tasting or education event invitation

How it works:

Custom reward appears in customer's rewards dashboard
Customer receives instructions on how to redeem
May require manual fulfillment by your team
Can integrate with third-party services or ticketing systems

Best practices:

Provide clear redemption instructions
Set expiration dates for time-sensitive experiences
Ensure team is prepared to fulfill custom rewards
Use for high-value, final milestones to create excitement

Reward Customization by Campaign Type

Different campaign types benefit from specific reward strategies. Here's how to optimize rewards for each:

Authenticator Scan Campaigns

Best Reward Types: Points, Products, Collectibles

Why: Customers physically interact with products, making tangible rewards most effective.

Example Milestone Structure:

Milestone 1: Scan 3 products → 50 bonus points
Milestone 2: Scan 7 products → 10% off next order
Milestone 3: Scan 10 products → Choose free product (up to $25)

Optimization Tips:

Use products as final reward to drive purchases
Progressive points rewards keep customers engaged early
Consider digital collectibles for product authentication campaigns

Order/Purchase Campaigns

Best Reward Types: Discounts, Points

Why: Direct connection to purchasing behavior; discounts encourage repeat orders.

Example Milestone Structure:

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

Optimization Tips:

Set milestones based on average order value (AOV)
Discount rewards should bring customer back for next purchase
Final milestone should exceed typical customer lifetime value

Login/Download Campaigns

Best Reward Types: Points, Welcome Discounts

Why: One-time action deserves instant gratification.

Example Milestone Structure:

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

Optimization Tips:

Auto-claim should be ON (instant reward)
Keep simple (1-2 milestones max)
Welcome discount drives first purchase

Profile Completion Campaigns

Best Reward Types: Points, Small Discounts

Why: Low-effort action, modest reward is sufficient.

Example Milestone Structure:

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

Optimization Tips:

Reward each field separately (non-linear campaign)
Auto-claim ON for immediate feedback
Birthday reward unlocks annual birthday bonus

Collectible/NFT Campaigns

Best Reward Types: NFTs, Exclusive Products, Tier Upgrades

Why: Collectors seek completion and exclusivity.

Example Milestone Structure:

Milestone 1: Collect 3 NFTs → Rare NFT reward
Milestone 2: Collect 7 NFTs → Limited edition product access
Milestone 3: Collect 10 NFTs → Platinum tier upgrade

Optimization Tips:

Final reward should be highly exclusive
Consider tier upgrades as ultimate reward
NFT rewards can gate access to future campaigns

Referral Campaigns

Best Reward Types: Discounts, Points, Cash/Credit

Why: Customers referring friends expect valuable rewards.

Example Milestone Structure:

Milestone 1: Refer 1 friend → $10 off + friend gets $10 off
Milestone 2: Refer 3 friends → $25 credit
Milestone 3: Refer 5 friends → Free product + Gold tier

Optimization Tips:

Reward both referrer and referee (double-sided incentive)
Cash/credit rewards perform better than discounts
Allow infinite claim if referrals are priority

Best Reward Types: Points, Small Discount

Why: Low-friction action, simple reward.

Example Milestone Structure:

Milestone 1: Subscribe to newsletter → 10% off next order

Optimization Tips:

Single milestone only
Auto-claim ON
Combine with welcome campaign for new users

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:

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

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
Milestone Achieved	When customer completes a milestone	📱 Push + 💬 SMS
Reward Claimed	Confirmation of reward redemption	📧 Email
Campaign Ending	3 days before campaign expires	📧 Email + 📱 Push
Campaign Complete	When all milestones achieved	📧 Email + 📱 Push

Setting Up Notifications

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

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 Customer Segment

Only new customers (registered in last 30 days)

Select segment: New Customers
Use case: Welcome campaigns

By Location/Hub

Only customers near specific hubs

Select hubs: Los Angeles Hub, San Francisco Hub
Use case: Regional campaigns

By Previous Participation

Exclude customers who already participated in similar campaigns

Toggle: Exclude previous participants
Use case: Prevent campaign fatigue

Setting Eligibility

Go to Eligibility tab
Select Targeting Rules:
- All Customers (default)
- Specific Tiers
- Specific Segments
- Specific Hubs
Toggle Exclusion Rules if needed
Click Save Rules

Step 7: Review & Launch

Click Preview Campaign to see the customer view
Review the Campaign Summary Panel:
- Campaign details
- All milestones and rewards
- Notification settings
- Eligibility rules
Verify all information is correct
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)

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 milestone	20-30%
Milestone Drop-off	% leaving at each milestone	< 40% per milestone
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 Milestones: 234 (19%)│
└─────────────────────────────────────┘

Milestone Progress:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Milestone 1 (3 scans)  ████████ 847 (68%)
Milestone 2 (7 scans)  █████    512 (41%)
Milestone 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

Advanced Features

Linear vs Non-Linear Campaigns

Linear Progression (default)

Milestone 1 → Milestone 2 → Milestone 3

Customer must complete milestones in order.

Non-Linear Progression (advanced)

Milestone 1 ┐
Milestone 2 ├→ Milestone 4
Milestone 3 ┘

Customer can achieve milestones in any order.

Enable in Campaign Settings → Progression Type

Recurring Campaigns

Create campaigns that repeat monthly or weekly:

Set Campaign Type to Recurring
Configure Recurrence Pattern:
- Monthly: Resets on 1st of month
- Weekly: Resets every Monday
Customer progress resets automatically

Use case: "Scan 5 products this week"

Reward Expiration

Set expiration dates for claimed rewards:

Edit milestone reward
Set Expiration Days: 30 (expires in 30 days)
System auto-removes expired rewards

Troubleshooting

Campaign Not Showing to Customers

Issue: Campaign is active but not visible in customer app

Solutions:

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

Points Not Auto-Crediting

Issue: Customer scanned product but didn't receive points

Solutions:

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

Milestone Not Unlocking

Issue: Customer met target but milestone didn't unlock

Solutions:

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

Best Practices

Campaign Design

✅ Keep it simple

3-5 milestones maximum
Clear, achievable targets
Valuable, relevant rewards

✅ Progressive rewards

Increase reward value with each milestone
Final milestone 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

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

API Reference (for Developers)

For developers integrating campaign functionality:

Overview​

Campaign Types​

Prerequisites​

Step-by-Step Guide​

Step 1: Navigate to Loyalty Campaigns​

Step 2: Configure Campaign Basics​

Campaign Information​

Step 3: Configure Campaign Settings​

Campaign Configuration Decision Tree​

Banner Image​

Show Campaign to Customers​

Linear Campaign Progress​

Reset Progress on Completion​

Allow Infinite Claim​

Allow Auto Claim​

Step 4: Define Steps & Rewards​

Adding Steps to Your Campaign​

Constraints: Filtering Progress​

Order/Purchase Campaigns​

Authenticator Scan Campaigns​

Collectible/NFT Campaigns​

Referral Campaigns​

Login/Profile/Newsletter Campaigns​

Step Configuration by Campaign Type​

1. Authenticator Scan Campaigns​

2. Order/Purchase Campaigns​

3. Login/Download Campaigns​

4. Profile Completion Campaigns​

5. Collectible/NFT Campaigns​

6. Referral Campaigns​

7. Newsletter Subscription Campaigns​

Step Configuration Quick Reference​

Reward Types Explained​

Reward Customization by Campaign Type​

Authenticator Scan Campaigns​

Order/Purchase Campaigns​

Login/Download Campaigns​

Profile Completion Campaigns​

Collectible/NFT Campaigns​

Referral Campaigns​

Newsletter Subscription Campaigns​

Reward Stacking and Exclusions​

Step 5: Configure Notifications​

Notification Triggers​

Setting Up Notifications​

Step 6: Set Eligibility Rules (Optional)​

Eligibility Options​

Setting Eligibility​

Step 7: Review & Launch​

Monitoring Your Campaign​

Campaign Dashboard​

Key Metrics​

Real-time Updates​

Example Dashboard View​

Advanced Features​

Linear vs Non-Linear Campaigns​

Recurring Campaigns​

Reward Expiration​

Troubleshooting​

Campaign Not Showing to Customers​

Points Not Auto-Crediting​

Milestone Not Unlocking​

Best Practices​

Campaign Design​

Timing​

Communication​

Next Steps​

API Reference (for Developers)​

Overview

Campaign Types

Prerequisites

Step-by-Step Guide

Step 1: Navigate to Loyalty Campaigns

Step 2: Configure Campaign Basics

Campaign Information

Step 3: Configure Campaign Settings

Campaign Configuration Decision Tree

Banner Image

Show Campaign to Customers

Linear Campaign Progress

Reset Progress on Completion

Allow Infinite Claim

Allow Auto Claim

Step 4: Define Steps & Rewards

Adding Steps to Your Campaign

Constraints: Filtering Progress

Order/Purchase Campaigns

Authenticator Scan Campaigns

Collectible/NFT Campaigns

Referral Campaigns

Login/Profile/Newsletter Campaigns

Step Configuration by Campaign Type

1. Authenticator Scan Campaigns

2. Order/Purchase Campaigns

3. Login/Download Campaigns

4. Profile Completion Campaigns

5. Collectible/NFT Campaigns

6. Referral Campaigns

7. Newsletter Subscription Campaigns

Step Configuration Quick Reference

Reward Types Explained

Reward Customization by Campaign Type

Authenticator Scan Campaigns

Order/Purchase Campaigns

Login/Download Campaigns

Profile Completion Campaigns

Collectible/NFT Campaigns

Referral Campaigns

Newsletter Subscription Campaigns

Reward Stacking and Exclusions

Step 5: Configure Notifications

Notification Triggers

Setting Up Notifications

Step 6: Set Eligibility Rules (Optional)

Eligibility Options

Setting Eligibility

Step 7: Review & Launch

Monitoring Your Campaign

Campaign Dashboard

Key Metrics

Real-time Updates

Example Dashboard View

Advanced Features

Linear vs Non-Linear Campaigns

Recurring Campaigns

Reward Expiration

Troubleshooting

Campaign Not Showing to Customers

Points Not Auto-Crediting

Milestone Not Unlocking

Best Practices

Campaign Design

Timing

Communication

Next Steps

API Reference (for Developers)