Accessing campaigns
Navigate to Campaign Management → Broadcast Campaigns in the left sidebar.
What makes campaigns distinct from rules
The Rule Engine defines your program’s baseline earning logic — rules that always apply. Campaigns are time-limited promotions layered on top. A campaign starts on a specific date, ends on a specific date, and targets only members in a selected segment. When the campaign ends, earning logic reverts to the baseline. This separation means you can run aggressive promotions without permanently changing your core earning structure.Campaign components
| Component | Description |
|---|---|
| Name | Internal label for the campaign |
| Start date | Date from which the campaign incentive applies |
| End date | Date after which the campaign no longer awards incentives |
| Target segment | The member group this campaign applies to |
| Incentive | What members earn for qualifying transactions during the campaign window |
| Communication | An optional notification to alert members about the campaign |
Creating a campaign
Go to Campaign Management → Broadcast Campaigns and click Create Campaign
The campaign creation form opens.
Name and schedule the campaign
Enter a campaign name and set start and end dates.
- Start date must be today or a future date — you cannot create a campaign with a past start date.
- End date must be on or after the start date.
- Once a campaign is live (past start date), the start date cannot be moved to a future date.
Select a target segment
Choose the segment this campaign targets. Only members in that segment at the time of a qualifying transaction receive the campaign reward. Dynamic segments are evaluated in real time; Frozen segments use the membership snapshot from when the segment was created.
Define the incentive
Set what members earn for qualifying transactions during the campaign window:
| Incentive type | Example |
|---|---|
| Bonus points (flat) | 500 bonus points per qualifying transaction |
| Points multiplier | 2× points on all transactions |
| Cashback percentage | 5% cashback on spends above ₹2,000 |
| Custom benefit | Non-point reward configured externally |
Preview qualified members (optional)
Before launching, preview the count and list of members who currently qualify based on the selected segment. Use this to validate targeting before going live.
Link a communication (optional)
Attach a Communication template to notify members about the campaign. Members who know about the offer are significantly more likely to act on it.
Qualified members view
After a campaign is created, you can view members who qualify based on the linked segment:- A count of qualifying members
- Individual member details
- Cashback or reward data per member (useful for reconciliation and performance review)
Schedule date validation
| Rule | Detail |
|---|---|
| Start date cannot be in the past | When creating a new campaign |
| End date must be ≥ start date | Cannot end before it begins |
| Live campaign start date | Cannot be moved to a future date once the campaign has started |
These validations prevent creating campaigns that can never run or that retroactively claim to have started in the past.
User permissions
| Permission | What it allows |
|---|---|
| View | See campaign details and performance metrics |
| Edit | Modify campaign settings, dates, and targeting |
| Create | Create new campaigns and delete existing ones |
Push notifications in campaigns
Push Notification is now available as a delivery channel in campaigns alongside Email, SMS, and WhatsApp:- Link any active push notification template from the Communication module to a campaign
- Supported campaign types: Promotional, Occasion Reward, and Reward to Members
- Performance metrics per campaign show Total Sent, Success, and Failed counts for push delivery
- Notifications are delivered after the campaign cron executes, not immediately on activation
Rule-Based Campaigns
Campaigns (Rule Based) is a separate campaign type available when enabled via a program-level feature flag under Program Settings → Modules → Engage:- The toggle is independent of the standard Campaigns module and defaults to OFF
- When enabled, rule-based campaigns appear in the Campaign module alongside standard Broadcast campaigns
- Contact your Loyalife administrator to enable this feature for your program
Maker-Checker approval support for rule-based campaigns will be available in a future release.
Troubleshooting
A member who should qualify is not receiving the campaign reward.- Verify the campaign is Active (past start date, before end date).
- Check that the member is in the target segment. Dynamic segments update in real time; Frozen segments use the snapshot from when the segment was frozen.
- Confirm the qualifying transaction occurred within the campaign’s start and end date window.
- Check their role permissions — they need at least View access for the Campaigns module.
Points awarded by campaigns — broadcast or triggered — are recorded as Credit By Bonus entries on the member’s ledger. To report on campaign-driven point awards, filter Transactional reports by Credit By Bonus and check the Narration column for the campaign source.