How triggered campaigns differ from broadcast campaigns
| Broadcast Campaign | Triggered Campaign | |
|---|---|---|
| Activation | Manually published on a set date | Fires automatically when a condition is met |
| Targeting | Entire segment receives it at once | Each member receives it individually when triggered |
| Timing | Fixed start and end dates | Ongoing — fires whenever the trigger condition is satisfied |
| Use case | Seasonal promotions, limited-time offers | Re-engagement, milestone rewards, lifecycle nudges |
Common trigger conditions
| Trigger | Example campaign |
|---|---|
| Member has not transacted in N days | Re-engagement offer: “We miss you — here’s 200 bonus points on your next purchase” |
| Member reaches a transaction count milestone | Loyalty reward: “Congratulations on your 50th transaction — enjoy 2× points this week” |
| Member’s points balance drops below a threshold | Burn nudge: “Your points expire soon — redeem now” |
| Member upgrades to a new tier | Welcome to tier: “Welcome to Gold — here’s a 500-point welcome bonus” |
| Member’s birthday month begins | Birthday reward: “Happy birthday — enjoy 3× points all month” |
| Member completes enrollment | Welcome series: “Welcome to the program — here are 100 bonus points to get started” |
Campaign components
| Component | Description |
|---|---|
| Name | Internal label for the campaign |
| Trigger condition | The member event or attribute state that activates the campaign |
| Incentive | What the member receives when the trigger fires |
| Cooldown period | Minimum time before the same member can be triggered again (prevents repeated firing) |
| Communication | Optional notification sent to the member when the campaign fires |
| Active window | Optional date range during which the trigger is active |
Creating a triggered campaign
Go to Campaign Management → Triggered Campaigns and click Create Campaign
The triggered campaign creation form opens.
Define the trigger condition
Select the member event or attribute state that should activate this campaign. You can use member attributes, aggregate attributes (e.g., transaction count, points balance), tier changes, or inactivity periods.
Set the incentive
Define what the member receives when the trigger fires — bonus points, a multiplier, cashback, or a custom reward.
Configure the cooldown
Set a cooldown period to prevent the same member from triggering the campaign repeatedly in a short window (e.g., once per 30 days).
Link a communication (optional)
Attach a Communication template to notify the member at the moment the campaign fires.
Troubleshooting
The triggered campaign is not firing for an expected member.- Verify the campaign status is Active.
- Confirm the member currently satisfies the trigger condition.
- Check whether the member is within a cooldown period from a previous trigger.
- If an active window is configured, confirm the current date falls within it.
Points awarded by triggered campaigns are recorded as Credit By Bonus entries on the member’s ledger. Filter Transactional reports by Credit By Bonus and check the Narration column to distinguish campaign-awarded points from other bonus sources.