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Achievements

Achievements allow you to check if a customer has reached a defined target.

You can use achievements for the following purposes:

  • To check if your customers have performed a defined action a target number of times within the achievement period. For example, a customer completes an achievement when they place three orders in seven days.

  • To check if customers have spent a target amount of time or money within the achievement period. For example, a customer completes an achievement when they have spent $500 in your online store over a period of two months.

  • To track the number of times customers completed an achievement. For example, a customer receives a reward on every seventh purchase.

Use campaigns to then reward your customers for completing an achievement. This can help boost customer engagement, improve loyalty to your brand, and increase sales.

Prerequisites

  1. Create a campaign.
  2. Create an achievement in the campaign.

Using achievements

You can use achievements by following these steps in the Rule Builder of your campaign:

  1. Create a rule and add a condition to define the customer action or event that is counted by the achievement.
  2. Add an effect to update a customer's progress in the achievement.
  3. Create another rule and adding a condition to check if the achievement has been completed by the customer.
  4. Add an effect to reward the customer for completing the achievement.

Achievement types

There are three types of achievements available when you create an achievement:

For one-time and recurring achievements, you can choose whether the achievement starts, ends, or resets for your customers relative to a user action or following a fixed schedule.

One-time achievements

A one-time achievement means the achievement can be completed only once. After the achievement ends, it is no longer available for customers to participate in.

One-time user-action achievements

Let's imagine a one-time user-action achievement that has an achievement period of 4 days. The achievement starts when the customer makes their first progress and ends relative to when they started the achievement.

One-time user-action achievement

In the example above, Customer A starts the achievement on October 1. Since the achievement period is set to four days, the achievement for that customer ends four days later, on October 5. Another customer, Customer B, makes their first progress on October 7. For this customer, the achievement ends on October 11.

After the achievement ends, it is no longer available for either customer to participate in.

One-time fixed-schedule achievements

Let's imagine a one-time fixed-schedule achievement with October 2 for its start date and October 12 for its end date. Individually, the achievement for each customer starts when the customer makes their first progress, but ends on October 12 for all customers in the campaign.

In this example, Customer A makes their first progress in the achievement on October 4 and completes the achievement on October 10, two days before the achievement's end date. In contrast, Customer B makes their first achievement progress on October 6 but doesn't complete the achievement before the October 12 end date, and their achievement status is expired.

One-time fixed-schedule achievement

After the achievement's October 12 end date, the achievement is no longer available for either customer to participate in.

Recurring on expiration achievements

A recurring on expiration achievement resets after it expires and becomes available again for the customer.

Recurring user-action achievements

Let's imagine a recurring user-action achievement that resets every four days. The achievement starts when the customer makes their first progress, and ends and resets relative to when they started the achievement.

Recurring user-action achievement

In the example above, Customer A starts the achievement on October 1. Since the achievement period is set to four days, the achievement for that customer ends and resets four days later, on October 5. The customer makes their first progress the next day in the reset achievement, which ends and resets on October 10.

Customer B also makes their first progress on October 1, and the achievement ends and resets for them four days later, on October 5. However, the customer doesn't make their first progress in the reset achievement until October 16. Following the reset period of four days, this achievement ends and resets on October 20.

Recurring fixed-schedule achievements

Let's imagine a recurring fixed-schedule achievement with its start date set to October 1. Individually, the achievement for each customer starts when the customer makes their first progress. However, the achievement ends and resets every two weeks relative to October 1 for all customers in the campaign.

In this example, Customer A makes their first progress in the achievement on October 3 and completes the achievement on October 12, three days before the achievement's reset date. On October 16, the customer makes their first progress in the reset achievement and once again completes the achievement within the two-week reset period.

Recurring fixed-schedule achievement

Customer B does not participate in the achievement that starts on October 1. The customer, however, makes their first progress on October 23 in the reset achievement but fails to complete it before the achievement ends and resets again on October 29.

Recurring on completion achievements

A recurring on completion achievement starts a new iteration each time the customer progress status reaches completed.

The target represents the progress required to complete one iteration of the achievement. When a customer's progress exceeds the achievement target, the progress automatically carries over to new iterations of the same achievement.

In a recurring on completion achievement, a customer's progress does not have an expiration date.

Example

Let's use digital stamp cards to illustrate how recurring on completion achievements work.

Each stamp card is one iteration of the achievement, with a target of eight stamps. After a customer completes a stamp card by earning eight stamps, any additional stamps automatically carry over to a new stamp card.

Imagine a customer who has not started the achievement earns 10 stamps in a single session. When the session closes, the first eight stamps complete a stamp card, and the two remaining stamps automatically carry over to a new stamp card.

Recurring-on-completion achievement

Listing achievements

To list your achievements, on the left-side menu of your campaign, click Achievements.

The page displays all the available achievements in the campaign and contains the following information:

ColumnDescription
Achievement nameName of the achievement as it appears in the Campaign Manager.
API nameName of the achievement as appears in API requests.
TargetTarget value that the customer must reach to complete the achievement.
CreatedDate on which the achievement was created.
Created byUser who created the achievement.
ActionsClickable icon that allows you to export the customer data of the achievement, edit the achievement, or delete it.