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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

  1. Design — configure type, dates, target segment, landing, communications.
  2. Draft — visible only in admin, not active.
  3. Scheduled — with a future start date, waiting to begin.
  4. Active — members can participate. Rules applied.
  5. 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.