Creating achievements

Create an achievement to check if a customer has reached a defined target.

Feature access

Only admins have access to this feature.

You can create achievements in Talon.One via the Campaign Manager or via the Management API after you enable the achievements feature in your campaign.

To create an achievement:

1. On the left-side menu of your campaign, click Achievements > Create Achievement.

2. Select the type of achievement you want to create.

3. For one-time and recurring on expiration achievements, choose how the achievement starts, ends, or resets for your customers:

   • User action: The achievement ends or resets relative to when the customer started the achievement.

   • Fixed schedule: The achievement starts, ends, or resets for all customers following a fixed schedule.

     Examples: Achievement types and activation policies

     Achievement type	Activation policy	Achievement period	Achievement start date	User action	Achievement end date
     One-time	User action	1 day	N/A	10 October 2023, 09:30:45	11 October 2023, 09:30:45
     One-time	Fixed schedule	1 month	10 October 2023, 00:00:00	18 October 2023, 10:20:00	10 November 2023, 00:00:00
     Recurring on expiration	User action	3 months, last day of the month	N/A	10 October 2023, 09:30:45	31 January 2024, 23:59:59
     Recurring on expiration	Fixed schedule	2 years	1 January 2023, 00:00:00	12 August 2023, 14:15:02	1 January 2025, 00:00:00

4. In Name, enter a display name for the achievement.

5. In API name, type an identifier for the achievement. It can be used for integration purposes.

6. (Optional) In Description, enter a description to help you identify the achievement.

7. In Target, enter the target value the customer must reach to complete the achievement.

8. (Optional) In one-time and recurring on expiration achievements, select End progress on achieving target to stop a customer's progress in an achievement after they reach the target.

9. For one-time user-action achievements, in Achievement period, define the period after which the achievement ends for each customer.

   tip

   If you set the achievement period to 1 month, for example, you can select the Last day of the month checkbox for the achievement to end on the last day of the month at 23:59:59.

10. For one-time fixed-schedule achievements, set the following options:

    • In Achievement start, set the achievement start date for all customers in the campaign. Individually, the achievement for each customer starts when the customer makes their first progress.
    • In Achievement end, set the achievement end date for all customers in the campaign.

11. For recurring user-action achievements, in Reset every, define the period after which the achievement ends and resets for each customer.

    tip

    If you set the achievement period to 1 month, for example, you can select the Last day of the month checkbox for the achievement to reset on the last day of the month at 23:59:59.

    note

    The Rule Engine calculates the Reset every period by adding the selected reset frequency to the achievement start date. For example, for a reset frequency of 1 month, an achievement that starts on May 1 resets on June 1.

    If a valid date does not exist, the Rule Engine uses the next available date. For example, an achievement that starts on January 31 resets on March 1.

12. For recurring fixed-schedule achievements, set the following options:

    • In Achievement start, set the achievement start date for all customers in the campaign. Individually, the achievement for each customer starts when the customer makes their first progress.
    • In Reset every, define the period after which the achievement ends and resets for each customer relative to the achievement start.
    • (Optional) In Achievement end, set the achievement end date for all customers in the campaign.
    note

    The Rule Engine calculates the Reset every period by adding the selected reset frequency to the achievement start date. For example, for a reset frequency of 1 month, an achievement that starts on May 1 resets on June 1.

    If a valid date does not exist, the Rule Engine uses the next available date. For example, an achievement that starts on January 31 resets on March 1.

13. (Optional) In one-time and recurring on expiration achievements, select Allow progress rollback in completed achievements to enable the rollback of customer progress after the achievement has been completed.

14. Click Create Achievement.

Related pages

• Managing achievements
• Achievement attributes