The Tiered campaigns module is built to help to encourage customers to repeat certain actions by rewarding points based on the level of the milestone they have achieved during a predefined time period.
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Campaign start date
Use the date picker to choose the start date.Duration
Type here how long you’d like the campaign to run. The duration should be set in the following format: ({number}minute(s)|hour(s)|day(s).Number of occurrences
Determine how many times the campaign should run, within the duration.Preview generated on
This indicates the frequency of recalculating the bonus points. One preview represents one occurrence. You will be able to check them under the Statistics page of each campaign.Grace period
Type here the time interval that should elapse after the end of the whole campaign before the awarded points are calculated. This lets you set a time period to consider modifications that may occur after the end of the campaign duration . The interval should be set in the following format: ({number}minute(s)|hour(s)|day(s).Segments of a campaign (optional)
You can choose to make the campaign available for specific customer segments and/or lists only. You can add multiple segments using the dropdown list. This configuration field works with a logicaloroperator, which means that the reward is accessible to the members of any of the selected segment(s) and list(s).
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Campaign rules
Entity type
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Use the dropdown field to select the type of entity that will trigger your campaign
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Transaction
The campaign will be applied to all events that have a transaction ID.
Event
Any
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If you use the Checkout accept module in the loyalty program, pending points (coming from pending checkouts) are also registered for Tiered campaign participants. This ensures that Tiered campaign bonus points will remain pending until campaign evaluation. These points will not be awarded to the customer, if the checkout confirmation does not happen before the campaign period ends. |
Event
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If you set the Event option, any event can be selected as a campaign trigger(except for the ones that have a transaction ID
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If this option is selected, the specific event should be selected in the ‘Event type’ dropdown field that subsequently appears.
). The ‘Entity type’ dropdown list will automatically appear that you can use to select the specific event.
Attribute to aggregate (numeric fields)
Select the attribute of the event that will be summarized for campaign evaluation.
If you've chosen Transaction from the 'Entity type' dropdown, you have the option to initiate a product combination campaign. Simply select the Product Combination option at the bottom of the list to proceed.
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Attribute for date (optional)
Choose
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which date to examine
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. This is used for checking up if the event/transaction has happened within the occurrence period.
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The selectable options vary for Event- and Transaction-type campaigns:
Transaction date attribute options:
Timestamp of purchase date
Auto acceptance date
Checkout date
Event date attribute options:
Date
Expiration date
Timestamp
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Limit hit type
Choose from three different point calculation methods.
Amount – the customer receives the points for each amount they reach within the tier
Hit limit – once the customer reaches the tier, they get the points one time
Percentage – within the tier limit, the customer gets the given percentage of the amount
This option is not available for product combination campaigns.
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See examples for each of these logic types in this document. |
Tiers
In the first two columns, you are able to set up the aggregated attribute’s ‘from’ and 'to' values.
Define the reward value that you would like to grant after upgrading in the tier system in the third column:
Points/increment – Appears when ‘Amount’ is set as the limit hit type.
Enter here the number of points that you would like to award within the tier after each evaluation.Points/level – Appears when ‘Hit limit’ is set as the limit hit type.
Enter here the number of points that you would like to award. This only gets awarded one time.Percentage – Appears when ‘Percentage’ is set as the limit hit type.
Enter here the percentage you would like to award after the tier entering.
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Bracketed
If you turn this option on, the ‘from’ and ‘to’ limits will be individually awarded to the tiers, instead of applying the aggregation once.
Unlimited
If you turn this option on, there is no upper limit on how many points the campaign can allocate (tier max is locked).
If this box is not checked and customers collect a higher amount than the highest level tier, they will be only rewarded with the maximum number.
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Criteria
Product
Use the dropdown list to trigger the campaign on specific products purchased added under the Product catalog module. This setting is applicable only for Transaction-type campaigns.
If you are creating up a product combination campaign, you can set the number of items to be purchased in the Quantity field.
Click x to remove a product.Filter
Use filters to restrict the campaign to further event attribute values.
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Points Economy
If your brand uses Multi-accounts, select here the account to which the points should be rewarded.
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If you use the Checkout accept module in the loyalty program, pending points (coming from pending checkouts) are also registered for Tiered campaign participants. This ensures that checkout_update and checkout_reject events also modify the pending points within the tiered campaign.
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Activating a tiered campaign
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