This article will cover the basics of the Campaign Priority feature. The priority feature will work in such a way that a customer does not earn more than one reward promotion at a time. For the priority feature to work, you need to have multiple campaigns defined in the program. This article will cover the steps to create a campaign. Depending on the business use case, you can set the campaigns to different priority levels.
Types of Campaign Priorities
By default, all the created campaigns will appear on the Universal column on the right side. To set the campaign priority, select the campaign from the Universal category (on the right side) and drag it to either the Primary or the Secondary section (on the left side). By performing this step, you can define which campaign the user will qualify for when they meet the rule conditions.
Primary - A user can only qualify for one campaign in this list (since an 'OR' condition is executed). The rule engine will check the campaign rules thoroughly and execute the action for the first campaign (in the list) where the user meets all conditions. The campaign with the highest priority should be placed on the top. If there are multiple primary campaigns and the user does not qualify for the first campaign, they can still qualify for the other campaigns (whichever meets the 'OR' condition).
Secondary - A user can qualify for any of the campaigns in this list if they meet the conditions (since an 'AND' condition is executed). The rule engine will first look into the Primary section. Only when no campaigns match in the Primary section, it will consider the Secondary section. If no campaigns match in the Primary and Secondary section, then the rule engine will consider the Universal section.
Universal - Universal section contains all the campaigns by default. You can move the campaigns from universal section to either primary or secondary section depending on the requirement. All users will automatically qualify for all applicable campaigns in the universal section irrespective of the status of primary and secondary sections.
How Campaign Priority Works?
When the Rule Engine checks the rules and actions in the campaign, first, the Primary section is evaluated. Within the primary section, the highest-placed campaign will return the actions and the results. If none of the campaigns in the primary section qualify, then the Secondary section will be evaluated.
After you have set your campaign priorities, click the Save Changes button on the top right of your screen. Once the campaigns are active, you can monitor the performance of your campaign in the campaign dashboard screen.