In this article you will learn how to use the Priority feature and define priority levels for your campaigns. This feature is useful if you want limit your customers from redeeming rewards from certain campaigns.
Before you start
You have to create several campaigns before this feature can be used. We strongly recommend using this feature if you want to restrict customers from "winning" more than one promotion at a time. Depending on your use cases, you will want to use the different features to define priority levels.
How it works
The Priority feature allows you to define the priority level of campaigns and prevent customers from qualifying for more than one campaign at one time (e.g., in a single session). By moving campaigns into the "Restricted" column, you can control what campaigns a customer can qualify for if they fulfill all the conditions.
Once you have created your first campaigns, they will all appear on the right side of the page by default under the "Universal" column. All campaigns will first appear here by default. If you want to define their priority, drag them over to the "Restricted" column and drop them in the "Exclusive" section of the "Stackable" section.
When the Talon.One Rule Engine checks the conditions and effects of your campaigns, it starts with campaigns in the Exclusive set, followed by Stackable and finally Universal. Before the engine executes a reward, it reviews this order and only executes based on the assigned priority.
1. Exclusive Campaigns
If you drag campaigns over to the "Restricted" section, this means a customer can only qualify for ONE campaign in this list. The rule engine will check the conditions for campaigns from first to last, and execute the effect for the first campaign in the list where the customer meets all conditions.
Place the campaign with the highest priority in the top spot of the Exclusive Campaigns set. Customers will only receive a reward for the first campaign that they qualify for (in your specified order). If you have multiple Exclusive campaigns and the customer does not qualify for the first campaign, they can still qualify for the second campaign, etc.
2. Stackable Campaigns
If you have campaigns in the "Stackable" section, a customer can qualify for any of the campaigns that appear in this list if they meet the conditions. Our Rule Engine first checks campaigns in the "Restricted" section, then "Stackable" then it will check conditions in the "Universal" column.
If a customer did not qualify for an Exclusive campaign, they can receive rewards from any campaign in the "Stackable" section campaign. These campaigns will execute simultaneously and will get combined with campaigns from the Universal set (“AND”).
3. Universal Campaigns
On the right side of your screen you will see a list of Universal campaigns where all of your campaigns will appear by default. It is up to you to assign the correct priority by dragging and dropping the campaigns to Exclusive, Stackable or simply leaving them in Universal.
Customers can qualify for all applicable rewards relating to campaigns listed in the Universal section. If a customer qualifies for any or all Universal campaigns, they can also qualify for a Restricted campaign (Exclusive and Stackable) because both sets have a logical “AND” connector.
For example, a Loyalty campaign that rewards all newly registered users with 5 points could be set as a Universal campaign.
At any time and state of the campaign, you can drag a campaign to a different position to change the
priority or restructure the sets.
After you have set your campaign priorities, be sure to Save Changes on the top right of your screen. Once your campaigns are active, you can monitor and optimize campaign performance in the Details section of your application.