Summary

• Campaign report enables loyalty program admins to understand the performance of each campaign while providing visibility to specific member performance.
• It shows the details of a campaign milestones, no of participants who have completed at least one milestones or all the milestones and points earned by the users in a particular campaign milestones.
• This report can help our client to analyze the customer behavior and based on that they can run a campaign to motivate the customers.

Reports Settings

Navigation: Report>Campaign Report

• Click Campaign Report. You are directed to the Campaign Report page.
  
• The report data can be found and filtered based on a number of options, enabling the user to look for a particular record and associated information.
• You have the following options to find the details of a particular campaign.
  1. Date Range: If you enter start and end dates, the report returns all campaigns for which their start or end dates fall within the specified date range. There is no restriction on the number of days between the Start Date and End Date filters.
  2. Campaign ID: Provide the campaign Id for a particular campaign you want to find the records.
  3. Campaign Name: Provide the campaign Name for a particular campaign you want to find the records.
  4. Campaign Group Name: Provide the campaign Group Name for a particular campaign you want to find the records. All campaigns having the same group name can be segregated with this filter.

Click Search to generate the report.

The Campaign Report

The example below shows a campaign report for a specified date range. The report includes active and inactive campaigns.

After enabling the "Display Separate Campaign Milestone Benefit Activity" flag in the super admin dashboard, both the base points and campaign milestone benefits will be displayed separately. Additionally, you will be able to view the campaign report based on action ID 178, as depicted in the image below.

• In the campaign report you have the following fields:
  

1. Name: The Campaign Name.
2. ID: The Campaign ID.
3. Group ID: The ID of the campaign group associated with the campaign. This column is displayed if the campaign group functionality is enabled.
4. Group Name: The name of the group associated with the campaign.
5. Start date: The first date the campaign is active.
6. End date: The last date the campaign is active.
7. Status: It shows the status of the campaign - Active, Inactive, Pending.
8. View: Click the icon to see member details for a particular campaign.

Campaign Member Details

Click the icon in the View column. The system presents the Campaign Member Details page. This page presents members who have participated:

You can find the campaign user details by providing following parameters:

1. Date Range: Using the start and end date range, records are filtered for a particular period. The fields default to the Start and End Dates for the campaign.
2. Dropdown Filter: Filter the report by employees by benefit types - Milestone Benefits, Campaign Benefits, or All. On selecting Milestone Benefit, you have the option to any of the available milestones, or All.
   
3. Milestone Benefit - The report displays a list of members who have completed the milestone.
4. Campaign Benefit - The report displays a list of members who have completed the campaign.
   
5. User ID: Provide the User ID for the specific member for whom you want to see details.
6. Order ID: Provide the Order ID for which you want to see details.
   

The Campaign Member Details page has the following fields:

1. Campaign ID and Campaign Name: Reference information for the campaign.
2. User ID: The User ID for a member who has completed an activity in the campaign.
3. Benefit Type: The benefit types for the activity - Milestone Benefit or Campaign Benefit.
4. Action ID: The internal ID for the associated activity.
5. Action Name: The name of the associated activity.
6. Activity Date: The date an activity took place.
7. Order ID: If the Action is a Purchase, the Order ID generated by the purchase.
8. Points Earned: The total points earned by the member by completing the activity.
9. Campaign Points: The points earned by the member that are specific to the campaign. Earned points and Campaign Points are calculated for charging and reporting purposes.
   See below for details on how to determine Campaign Points.

Campaign Points Calculation for Products in a Single Campaign

If the campaign uses a single product, the points calculations use the following formulas.

Points = Points = max(Purchase_Ratio, Campaign_Ratio) * Spend * PCM_Ratio * Tier_Ratio

Base_Points = Spend * Purchase_Ratio * PCM_Ratio * Tier_Ratio

Campaign_Points = Points - Base_Points

The following examples show how these formulas are applied.

Export

Navigation: Export > Make An Excel Request.

The data can be exported in the Make An Excel request. By using the request option, the admin can get the report data by email.

• Click on the Make an Excel Request option.
  
• In the popup window, enter the email addresses you want to receive the export file.
  

In a few minutes, the specified email addresses receive an email with a link to download the export file. Click the link and download the report data in Excel format.

• Members can access the downloaded data for 24 hours after receiving the client's email message. 

   

• If the data has a lot of rows, the export splits the data into multiple files. The files are automatically zipped.

   

The following are the fields in the exported campaign report:

1. Activity Date: The date when the campaign activity took place.
2. User ID: A unique identifier assigned to the member participating in the campaign.
3. Benefit Type: The type of benefit awarded for the activity, which can be either a Milestone Benefit or a Campaign Benefit.
4. Action ID: The internal identifier assigned to the associated activity within the campaign.
5. Action Name: The name of the activity associated with the campaign action.
6. Campaign Points: The points earned by the member that are specific to the campaign.
7. Total Points Earned: The total points accumulated by the member for completing the activity.
8. Order ID: The identifier for any order associated with the campaign activity, generated if the action is a purchase.