> ## Documentation Index
> Fetch the complete documentation index at: https://help-loyalife.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Campaigns

> Run targeted, time-bound promotions for specific member segments — bonus points, cashback, multipliers, and re-engagement offers.

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.

## Accessing campaigns

Navigate to **Engage → Campaigns** in the left sidebar.

## 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.

## 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

<Steps>
  <Step title="Go to Engage → Campaigns and click Create Campaign">
    The campaign creation form opens.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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      |
  </Step>

  <Step title="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.
  </Step>

  <Step title="Link a communication (optional)">
    Attach a [Communication template](/user-guides/engage/communications) to notify members about the campaign. Members who know about the offer are significantly more likely to act on it.
  </Step>

  <Step title="Publish">
    Review all settings and publish. The campaign becomes active on the configured start date.
  </Step>
</Steps>

## 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

## Schedule date validation

The following date validation rules apply:

| 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 |

<Info>
  These validations prevent creating campaigns that can never run or that retroactively claim to have started in the past.
</Info>

## 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  |

## 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.