In the Priority section of your application you can set the level of priority for all of your campaigns.
This is useful when you want to control which campaigns have high importance, will run simultaneously or are mutually exclusive. This article will explain how campaign prioritization works in Talon.One and how to order your campaigns.
Before you start
You have to create at least one campaign before this feature can be used. Setting the Priority of your campaigns is recommended if you have more than two to three campaigns running simultaneously.
The Campaign Layering feature allows you to control the sequences of simultaneously running campaigns using the drag-and-drop interface. This is important so you can prevent customers from qualifying for multiple rewards at one time.
How it works
Once you have created your first campaigns, they will all appear on the right side of the Layering tab under the Universal header.
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.
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.
1. Exclusive Campaigns
To set a high priority campaign, drag and drop your campaign into the Exclusive set under the Restricted section. Campaigns in this section won’t get combined with other ones in the same section or the ones under “Stackable” (“OR”), but they will be combined with “Universal” campaigns (“AND”).
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.
So if you give an 80% discount for new customers, you might want to make this exclusive from other campaigns to ensure customers only qualify for one reward.
2. Stackable Campaigns
In the section below Exclusive you can also add campaigns to the Stackable set. If a customer did not qualify for an Exclusive campaign, they can receive rewards from any Stackable campaign. These campaigns will execute simultaneously and will get combined with campaigns from the Universal set (“AND”).
Let’s say you have created a 5% sunglasses discount and free shipping for a Summer Sale, you can group these campaigns together. If a customer qualifies, they can redeem every reward in the stackable set (compared to exclusive, where they can only qualify for one, in order of priority).
Tip: If you have a lot of campaigns, you can easily search by name or tag.
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.
You can read more about managing campaigns here or get some inspiration and ideas for creating new campaigns here.
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.