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Campaigns let you create promotional initiatives that apply to a defined member segment during a specific time window. Use campaigns to reward your best members, re-engage dormant ones, run seasonal offers, or test new incentive structures without permanently changing your base earning rules.

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Accessing campaigns

Navigate to Engage → Campaigns in the left sidebar.

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What makes campaigns distinct from rules

The Rule Engine defines your program’s baseline earning logic — the 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, the earning logic reverts to the baseline. This separation means you can run aggressive promotions without permanently changing your core earning structure.

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Campaign components

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Creating a campaign

1

Go to Engage → Campaigns and click Create Campaign

The campaign creation form opens.
2

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.
3

Select a target segment

Choose the segment this campaign targets. Only members in that segment at the time of a qualifying transaction will receive the campaign reward. Dynamic segments are evaluated in real time; Frozen segments use the membership snapshot from when the segment was created.
4

Define the incentive

Set what members earn for qualifying transactions during the campaign window:
5

View qualified members (optional)

Before launching, you can preview the count and list of members who currently qualify for this campaign based on the selected segment. Use this to validate your targeting before going live.
6

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.
7

Publish

Review all settings and publish. The campaign becomes active on the configured start date.

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Qualified members view

After a campaign is created, you can view the list of members who qualify (based on the linked segment). The qualified members view shows:
  • A count of qualifying members
  • Individual member details
  • Cashback or reward data per member (where applicable) — useful for reconciliation and performance review

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Schedule date validation

The following date validation rules apply:
These validations prevent creating campaigns that can never run or that retroactively claim to have started in the past.

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User permissions

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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. For Dynamic segments, membership updates in real time. For Frozen segments, the member must have been in the segment at the time it was frozen.
  • Confirm the qualifying transaction occurred within the campaign’s start and end date window.
Campaign is not visible to a team member.
  • Check their role permissions — they need at least View access for the Campaigns module.