In this article, you will learn how to use the Priority feature to define priority levels for your campaigns.
This feature is useful if you want to 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 "Exclusive" or "Stackable" columns, you can control what campaigns a customer can qualify for if they fulfil 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 by default. If you want to define their priority, drag and drop them into the "Exclusive" or "Stackable" sections.
When the Talon.One Rule Engine checks the conditions and effects of your campaigns, the Exclusive section is evaluated first. There only the highest-placed qualifying campaign will return effects.
If a session does not qualify for any of those, the Stackable section will then be evaluated.
The Universal section is always evaluated.
1. Exclusive Campaigns
If you drag campaigns over to the "Exclusive" 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 "Exclusive" 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 customer qualifies for any or all Universal campaigns, they can also qualify for an Exclusive or Stackable campaign.
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.
Please, note, that all the changes on this page are saved automatically.
If you want to change Default priority settings for campaigns, click on the "Edit Default Settings" button in the top left corner of the page.
On the Priority Settings page you can change default settings for campaign prioritization:
Default Priority for new Campaigns
By default all new campaigns will be placed to the "Universal" column.
- If you choose "Stackable", this means that your new created Campaigns will be placed in the Stackable column.
- If you choose "Exclusive", this means that your new created Campaigns will be placed in the Stackable column.
Evaluation for Exclusive campaigns
- "First Campaign in the list" means that campaigns will be chosen based on the position of campaigns in the list
- "The Campaign With Highest Discount Value" means that the rule engine will choose the campaign, which generates the biggest discounted value on the session.
- "The Campaign With Lowest Discount Value" means that the rule engine will choose the campaign, which generates the lowest discounted value on the session.
Click on the "Save Changes" button, in order to save your changes for default settings.
You can read more about managing campaigns here or get some inspiration and ideas for creating new campaigns here.