Summary

• The Campaign Group sub-section has been created to consolidate different campaigns within a cohesive structure, streamlining the enforcement of specific campaign priority rules at a group level. This feature enables the setup of priorities in situations where a participant is eligible for multiple campaigns in a single transaction. Additionally, it enhances the management of campaign interactions for improved efficiency and effectiveness.
• A new super admin flag named “Campaign Group" is being introduced.
• Enabling the super admin flag introduces a new tab named Campaign Group next to Campaigns.

Note: This feature currently only supports Points API and Issuance API endpoints and does not yet support the Order API.

Navigation: Campaign > Campaign Group

Capabilities

The Campaign Group section allows users to create campaign groups and apply various precedence rules.

The screenshot below shows different actions available to an administrator related to campaign group management:

1. Add New Campaign Group: To configure a new campaign group, click Add New Campaign Group. Configuration steps are explained in greater detail below.
2. Search: The Search box enables the administrator to search any keywords related to previously configured campaign groups. The advanced search capability is available by clicking on the drop-down icon in the search box where the administrator can search based on campaign group ID, name, and status.
3. Export: The Export functionality allows the user to export a list of Campaign Group details in Excel and CSV format.

• When you select the Excel option, the campaign group details are downloaded in an Excel file where you can view the General Information and Add Campaign & Rules details as shown in the image below.
  
• When you select the CSV option, the campaign group details are downloaded in CSV format where you can view the General Information and Add Campaign & Rules details.

4. Status: A group status can be turned ON or OFF at the site level. A campaign group works only if it is active. When you turn it OFF, a pop-up appears, prompting you to confirm the status change.
   
5. Actions: The Actions field provides two functionalities for configured campaign groups. The Edit icon enables the administrator to edit any aspects of a group. The Audit icon brings up a window with all available audit logs for the group.

Configure a New Campaign Group

On the Campaign Group screen, click Add New Campaign Group. The campaign group configuration screen appears. There are two steps to create a new campaign group:

1. General Information
2. Add Campaigns & Rules

1.General Information

Provide a name for the campaign group and set the campaign group status to ON or OFF to activate or deactivate it within the program.

Fields and Descriptions

Click Next. The Add Campaigns & Rules screen appears.

Add Campaigns & Rules

Here you can add the campaigns that you want to bring together under one group so that a precedence rule can be defined for the members who get eligible for multiple campaigns in a single activity.

Only the unexpired campaigns are available to add to the group.

Campaign Precedence Rules

You can select one rule for a group of campaigns. Whenever a member qualifies for multiple campaigns belonging to this group, the eligible campaign based on the chosen rule is applied.

• If a member qualifies for campaigns from multiple groups simultaneously, the campaign precedence rules of each respective group are applied to determine the campaign to be executed.
• All rules specified within each linked campaign are considered, including campaign status, validity, activation criteria, multiple milestones, limits, and other relevant conditions.
• It is mandatory to choose one precedence rule for each group. Nevertheless, users can modify the campaign precedence rule for a group at any time. This adjustment signifies that the new rule is take effect for that group moving forward.

You have the option to choose one of the following four campaign priority rules for the campaigns within a group:

1. All eligible campaigns should be applied at a time.
2. Highest points campaign should be applied.
3. First valid campaign as per the sequence number should be applied.
4. Last valid campaign as per the sequence number should be applied.
5. Campaign expiring sooner should be applied.

All eligible campaigns should be applied at a time:

If you select this group rule, all eligible campaigns are applied simultaneously whenever a member qualifies for multiple campaigns within this group in a single transaction or activity.

Example Campaign Details:

Let’s consider a group named "Partner Shell" and it has the following associated campaigns:
Campaign A: When member visits Shell 2nd time, they will earn 200 points.
Campaign B: When a member purchases over 10 liters of fuel, they will earn 2x points.
Campaign C: When a member purchases product P1 from Shell with storeId 1120, they will earn 50 points.

Campaign D: When a member spends 100 euros at Shell, they will earn 500 points.

Use Case:

If a member visits the Shell with storeId 1120 for the second time, buys product P1, and fills up 20 liters of fuel. Th member’s total spending is 200 euros.

The member's transaction meets the requirements of all four campaigns under Group "Partner Shell". By applying to all campaigns, the member gets benefits provided by each campaign, along with the benefits related to their transaction.

Highest points campaign should be applied.

If a member qualifies for multiple campaigns within this group in a single transaction or activity, the campaign awarding the highest campaign points is applied.

In this criterion, the system calculates the number of campaigns points a member can earn with respect to each campaign and applies the one which is awarding the highest campaign points.

Example Campaign Details:

Let’s assume there is a group named “Partner Shell” with specific associated campaigns.
Campaign A: When member visits Shell 2nd time, they will earn 250 points.
Campaign B: When member purchases Product P1 from Shell store id 1120, they will earn 2x points.
Campaign C: When a member purchases over 10 liters of fuel, they will earn 2x points and will earn additional 50 points.
Campaign D: When member Spend 100 euros at Shell they will earn 150 points.

Use Case1:

• If a member visits the Shell with storeId 1120 for the second time, buys product P1, and fills up 20 liters of fuel. The member’s total spending is 200 euros.
• Based on the above mentioned transaction, the user has received the orderTotalPoints = 150 in the Issuance API against the Action: Order (Action Id: 174).
• Calculate the campaign points for each campaign as shown below:

•   In this use case, Campaign A is awarding the highest campaign points; therefore, it is applied to the above transaction.
• In future instances where the member qualifies for multiple campaigns within this group, the system calculates the campaign points for each eligible campaign and award the campaign with the highest points each time.
• If multiple campaigns yield the same points, the most recently created campaign is tagged.

First valid campaign as per the sequence number should be applied.

By selecting this rule, it enables the numbering feature for each unexpired campaign. Users have the ability to input numerical values into the designated boxes, as shown below:

The sequence number is essential for determining the order in which rules are evaluated. Rules are processed based on their sequence numbers, with the rule assigned number one being considered first. As a result, when evaluating various campaigns, the campaign with the smallest sequence number is prioritized and treated as the first valid campaign.

If a member qualifies for multiple campaigns within a group rule, the next valid campaign in the sequence is applied.

Example Campaign Details:

Let’s assume there is a group called “Partner Shell“ and it has the following associated campaigns:
Campaign A: When a member visit Shell more than 1 time and earn 250 points -----> Sequence No. 2
Campaign B: When member buy Product P1 from Shell storeId 1120 and earn 2x points -----> Sequence No. 4
Campaign C: When member fill up over 10 liters of fuel and earn 2x points + earn additional 50 points -----> Sequence No. 1
Campaign D: When member spend 100 euros at Shell and earn 150 points -----> Sequence No. 3

Use Case 1:

If a member revisits Shell storeId 1120 for the second time, buys product P1, and refills 5 liters of fuel. The member's total spend is 200 euros.

• In this scenario, the member's transaction qualifies them for campaigns A, B, and D, with sequence numbers 2, 4, and 3 respectively.
• Per the established rule, the initial valid campaign, Campaign A, with the lowest sequence number among all eligible campaigns, is executed.

Use Case 2:

If a member visits Shell storeId 1120 3rd time, buys product P1 and fills up 20 liters of fuel. The member’s total spend is 200 euros.

• In this scenario, the member's transaction qualifies them for campaigns B, C, and D, with sequence numbers 4, 1, and 3 respectively.
• As per the predefined rule, the first valid campaign is applied, Campaign C, having the lowest sequence number among all eligible campaigns, and it is implemented.

Last valid campaign as per the sequence number should be applied.

By selecting this rule, it enables the numbering feature for each active campaign. Users have the ability to input numerical values into the designated boxes, as shown below:

If a member qualifies for multiple campaigns within a group rule, the next valid campaign in the sequence is applied.
The sequence number determines the order of rule consideration. The rule with the highest sequence number is considered last, making it the final valid campaign.

Example Campaign Details:

Let’s assume there is a group called “Partner Shell“ and it has the following associated campaigns:
Campaign A: When member visit Shell more than 1 time and earn 250 points -----> Sequence No. 2
Campaign B: When member buy Product P1 from Shell storeId 1120 and earn 2x points -----> Sequence No. 4
Campaign C: When member fill up over 10 liters of fuel and earn 2x points + earn additional 50 points -----> Sequence No. 1
Campaign D: When member spend 100 euros at Shell and earn 150 points -----> Sequence No. 3

Use Case 1:

If a member visits Shell storeId 1120 2nd time, buys product P1 and fills up 5 liters of fuel. The member’s total spend is 200 euros.

In this scenario, the member's transaction qualifies them for campaigns A, B, and D, with sequence numbers 2, 4, and 3 respectively.

As per the predefined rule, the last valid campaign is applied, Campaign B, having the highest sequence number among all eligible campaigns, and it is implemented.

Campaign expiring sooner should be applied.

If you have chosen this group rule, whenever a member qualifies for multiple campaigns within the same transaction or activity, the campaign with the closest expiration date is applied first.

Example Campaign Details:

Let’s say there is a group called “Partner Shell“ and it has the following associated campaigns:
Campaign A: Campaign A was created on March 30th, 2024, with the Campaign Start date scheduled for April 1st, 2024, and the End date set for May 31st, 2024.
Campaign B: Campaign B was created on April 9th, 2024, with the Campaign Start date scheduled for April 10th, 2024, and the End date set for December 31st, 2024.
Campaign C: Campaign C was created on April 1st, 2024, with the Campaign Start date scheduled for April 1st, 2024, and the End date set for June 15th, 2024.
Campaign D: Campaign C was created on May 1st, 2024, with the Campaign Start date scheduled for May 15th, 2024, and the End date set for June 15th, 2024.

Use Case:

If a member qualifies for all four campaigns of Group "Partner Shell," they only receive the benefits of Campaign A. This is because Campaign A has the shortest end date among all the campaigns, expiring sooner than the others.

Note: If there is more than one campaign expiring sooner with the same end date, then apply the most recently created campaign.