Campaigns: types and lifecycle
A campaign is an activation with a start and an end. Unlike the program (which is permanent), campaigns are punctual and usually have a specific goal: product promotion, launch, win-back of inactive members.
Lifecycle
- Design — configure type, dates, target segment, landing, communications.
- Draft — visible only in admin, not active.
- Scheduled — with a future start date, waiting to begin.
- Active — members can participate. Rules applied.
- Closed — no longer accepts new participations. Data persists for reporting.
Transitions can be automatic (by date) or manual.
Campaign types
Cashback
The member uploads a receipt/ticket, it's validated (OCR + rules), and they receive cashback or points.
- Landing with ticket upload.
- Validation rules: minimum amount, merchant, product, dates.
- Cashback percentage or fixed points.
- Controlled total budget.
Typical in FMCG and retail — "Launch the new line with 10% cashback on receipt".
Games
Participation via an interactive game: spin the wheel, scratch card, trivia, puzzle.
- Each play can win a prize (configurable probability).
- Optionally requires prior evidence (purchase ticket) to unlock a play.
- Prizes can be points, cashback, discounts, physical products.
Great for engagement and traffic: "fill your data and play the wheel".
Multiplier
During the campaign, program earning rules are multiplied. Example: "double points on cosmetics purchases during July".
- Doesn't change the member's experience (they just keep shopping).
- Only modifies how many points accumulate.
Bonus
Gives a points or cashback bonus when the member does a specific action. Similar to a program earning rule, but scoped to the campaign.
- "500 extra points for your first purchase in July".
- "€10 bonus when you refer 3 friends during launch".
PIN Code
Members get a code (printed on product, mailed, in a flyer) and enter it on a landing to redeem a prize.
- Batches of PINs generated with rules (number, format).
- Each PIN usable once or N times.
- Configurable prize (points, cashback, raffle entry).
Useful for offline promotions — "find the code inside the box".
Challenge
Sequence of actions the member must complete to win a prize. "Buy 3 different products this month" → get reward X.
- Progress visible in the member portal.
- Optional intermediate milestones.
Campaign landing
Each campaign can have its public landing page with:
- Title and description.
- Promotional images.
- Participation form (sign-up, ticket upload, PIN entry).
- Configurable call-to-action.
Options:
- Generic landing — default template, fast to launch.
- Custom landing — your own HTML/CSS/JS or CMS integration.
The public URL uses a slug (e.g. /landing/c/summer-promo). This slug is usually shared via Dynamic Link so you can change it later without reprinting.
Segmentation
You can limit the campaign to:
- A segment (e.g. "only VIP members").
- An organization and its descendants (e.g. "only pharmacies of chain Alpha").
- A specific program if the tenant has several.
Budget and limits
Each campaign can have a total budget (maximum euros for cashback) and per-member limits (max 3 tickets, 1 redemption, etc.). When the limit is reached, the campaign closes or blocks participation.
Metrics
During and after the campaign:
- Unique participants.
- Points / cashback granted.
- Tickets / evidence received and approved.
- ROI vs budget.
- Conversion rate (visitors → participants).
Communication
A typical campaign is accompanied by:
- Push / email / WhatsApp at launch, to the target segment.
- Reminder mid-way if engagement is low.
- Closing — winners message (games) or "thanks for participating".
All configurable from the Communications module.