Creating a Campaign

Learn how to create a new campaign in the Loyalty Console. This page covers the setup that applies to all campaigns. For type-specific configuration, see Rule Based Campaigns or Goal Based Campaigns.

Creating a campaign

To create a new campaign, navigate to the Campaigns screen in the Loyalty Console and click Add a campaign.

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Campaign setup

When creating a campaign, you'll need to configure the following:

1. Campaign type: Select the type of campaign:

Type	Description	Use for
Rule Based	Responds to events immediately using reactors. Runs continuously with no completion state.	Earning rules, sign-up bonuses, promo codes, always-on earning logic
Goal Based	Tracks user progress toward a target using missions. Completes when the target is reached.	Stamp cards, spending milestones, engagement challenges, multi-step goals

Once a campaign is created, its type cannot be changed.

1. Start & end date: Set the time period during which users can earn from the campaign.

   • You can modify the start date until the campaign becomes active.

   • Leave the end date unset for a campaign that runs indefinitely until it is manually paused or archived.

2. Visibility criteria (optional): Define which users can see this campaign, based on audience membership. This controls display only — see the note below on restricting who's tracked.

3. Title & description: Provide a name and description for the campaign. These are designed to be surfaced to users.

4. Picture (optional): Upload an image to represent the campaign.

Visibility criteria control who sees a campaign, not who's tracked by it. A user who can't see a campaign can still trigger its reactors or make progress on its missions in the background.

To restrict participation as well as visibility, apply the same audience in two places: as the campaign's visibility criteria, and as an audience membership payload condition on each mission or reactor. The visibility criteria hides the campaign from everyone outside the audience; the payload condition stops their events from being tracked.

Saving and publishing

Once you've filled in the campaign's details, two buttons at the bottom control what happens next:

• Save draft — stores the campaign in Draft. Draft campaigns aren't visible to users and don't respond to events, so you can keep refining the setup.

• Publish campaign — publishes the campaign so it goes live according to its availability dates. A confirmation prompt appears before it goes live.

Adding a mission (on a Goal Based campaign) or a reactor (on a Rule Based campaign) automatically saves the campaign as a draft first, so your setup is never lost while you build it out.

Once a campaign is live, its status is managed from the campaign itself — see Managing Campaigns for pausing and ending.

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Next steps

What you do next depends on the campaign type you selected.

Rule Based campaign

Add one or more reactors to define the campaign's event-driven logic — triggers, conditions, reactions, and activation limits.

See Rule Based Campaigns for a full guide.

Goal Based campaign

Add one or more missions to define the goals users work toward. Missions can be single goals or multi-step (nested) missions, completed in parallel or in sequence, with progress tracking and rewards at each level.

See Goal Based Campaigns for a full guide.

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FAQs

Can I change a campaign's type after creating it?

No. A campaign's type (Rule Based or Goal Based) is set at creation and cannot be changed. If you need a different type, create a new campaign.

What does "draft" status mean?

A newly created campaign starts in draft status. It is not active and will not process events or track progress. You can configure its contents — reactors or missions — before activating it. See Managing Campaigns for the full status lifecycle.

A user who can't see my campaign is still earning from it — why?

Visibility criteria control who sees a campaign, not who's tracked by it. Hiding a campaign from a user doesn't stop their events from triggering its reactors or advancing its missions. To stop non-eligible users from participating, apply the same audience as a payload condition on each mission or reactor, in addition to the campaign's visibility criteria. See Campaign setup above.