How triggered campaigns differ from broadcast campaigns
Common trigger conditions
Campaign components
Creating a triggered campaign
1
Go to Campaign Management → Triggered Campaigns and click Create Campaign
The triggered campaign creation form opens.
2
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.
3
Set the incentive
Define what the member receives when the trigger fires — bonus points, a multiplier, cashback, or a custom reward.
4
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).
5
Link a communication (optional)
Attach a Communication template to notify the member at the moment the campaign fires.
6
Activate
Set the campaign to Active. It will begin firing for qualifying members immediately and continue until deactivated or the active window expires.
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.