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The Campaign Builder walks you through 4 steps to configure a campaign: Details, Schedule, Flows, and Goals. Navigate between steps using the step indicator at the top of the modal. Campaigns are saved as drafts until you complete all steps and click Save Campaign.

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Step 1: Details

Set up your campaign name, type, description, and icon. In this section you can view or configure the following parameters:

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Campaign Type

In this section you can configure the distinct campaign type for this campaign. Campaign Type The Benji Platform supports 4 different campaign types:
  • Earn Points: A campaign that, once triggered and if the configured conditions are met, distributes points to the connected user based on the base points distribution amount and any multipliers associated with the specific connected user.
  • Redeem: A campaign that, once triggered and if the configured conditions are met, allows the connected member to redeem points to use to purchase items (or partial items) on the partner’s online store.
  • Transfer: A campaign that allows connected members to transfer points between their loyalty program account and a partner’s program. Operators configure a transfer conversion rate and transfer increments so members transfer in set multiples (for example, 1,000 points at a time).
  • Connect Only: A status sharing only campaign, meant to connect member data between your and your partner’s accounts. In this campaign type there is no movement of points to or from members.

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Step 2: Schedule

Set when the campaign goes live. Note that an end date is not mandatory. Campaigns without an end date will be evergreen until paused.

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Step 3: Flows

Set who earns, how they earn, and what they earn for your campaign. A campaign can have multiple flows. Each flow defines a separate trigger and its associated configuration. Use the left sidebar to add and switch between flows. Each flow consists of the following configurable sections:

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Campaign Trigger

The trigger is the user action that qualifies a member for the campaign. Once a trigger fires, the Benji Platform triggers a rule engine to validate the conditions associated with the flow, and distributes rewards if all conditions are met. title The following trigger types are supported:
  • Spend Per Dollar: Triggered on a transaction event on the partner’s store.
  • Registration: Triggered when a member registers on the partner store and connects their account through the Benji platform to your loyalty program.
  • Customer Referral: Triggered when a connected member makes a successful referral on the partner store.
  • Custom Action: A custom action that can be triggered from anywhere on the partner’s store. This is meant for use cases that are not yet natively supported by the platform and provides flexibility to create any type of campaign using Benji’s APIs.
Triggers are especially useful when used in conjunction with Benji Drop-In components. The drop-in components can automatically render on the partner’s online store based on these triggers and their respective placement.
  • Points per dollar spent: This numeric value represents the base value of a transaction with your points. For Earn type campaigns, this represents the base value of how many reward points the connected member will be earning for every dollar spent. For Redeem type campaigns, this value represents the base amount of dollars each reward point is worth on the partner’s store. This value will not be displayed for Connect Only type campaigns.

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Campaign Actions

In this section you can configure the base actions that will occur when a trigger happens and the relevant conditions are met. title You can configure multiple actions per campaign.
A common example of a campaign with multiple actions is receiving rewards from both partners. For instance, earn 2 reward points from Partner A and 3 reward points from Partner B for every transaction.
For each action, you can specify the action itself, which partner controls the action (if applicable), and the base conversion rate of the action:
When configuring an action, you will only be able to set your own organization as the owner of the action. If there is another partner, they will be able to do the same. The actions owned by the other partner will be visible in read-only mode on your account.
Action Partner The partner owning this action. This will be automatically filled in based on who is editing/creating the campaign. Conversion Rate
The conversion rate configured in this section is the base conversion rate. Any configured multipliers will take effect based on the conversion rates defined in this section.

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Campaign Conditions

In this section you can configure the conditions associated with a valid campaign trigger. When a trigger is met, the Benji Platform will validate the conditions configured on the campaign, and will approve and initiate the campaign transaction only if the conditions are met.
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Conditions are evaluated at the point of the eligibility check, either when a member links their account or when a transaction occurs. When no conditions are configured, all members qualify.

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Condition groups

Conditions are organized into groups. Each group contains one or more conditions and has its own logic type, set using the toggle in the top right corner of the group:
  • Any (OR): The member needs to meet at least one condition in the group
  • All (AND): The member needs to meet every condition in the group
The description on the left side of the group updates to reflect the active logic. New groups default to Any (OR). The first condition in a group is preceded by a When label. Each condition after it is preceded by an and or or label matching the group’s logic type. You can configure any number of groups. Groups always combine with AND logic at the top level, meaning a member needs to satisfy every group to qualify. To build your logic, use Add Condition inside a group to add a row to that group, and Add Group below the groups to add a new group. The delete control on a row removes that condition. Removing the last condition in a group removes the group. For each condition, you can specify the attribute, an operator, and a value. The following attributes and their respective operators and values are supported: Customer Geography Customer Total Spend Transaction Basket Size Time Elapsed Custom Attributes

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Campaign Multipliers

In this section you can configure certain conditions under which a certain member would get a multiplier boost on their earned or redeemed rewards for a specific transaction. For Earn type campaigns, this means the member, if the condition is met, will earn a multiplier on the base Points earned per dollar variable configured in the triggers section. For Redeem type campaigns, this means the member will get a multiplier on the conversion rate per dollar defined in the triggers section above.
multipliers
You can configure a limitless number of multipliers per campaign. For each multiplier, you can specify the multiplier amount, a customer attribute to validate (the condition) and the corresponding value of the customer attribute to validate. The following customer attributes are supported: Customer Status Variable Attributes

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Campaign Limits

In this section you can configure limits to control how frequently members can qualify for rewards and the maximum value they can earn or redeem.
limits
Limits set boundaries on transaction values, member qualification frequency, and total rewards. You can set transaction minimums to ensure meaningful engagement, cap total rewards per user, or limit qualification frequency to control the pacing of your campaigns. You can configure multiple limits per campaign. The following limit types are supported: Transaction Limits User Limits

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Step 4: Goals

Set primary goals for your campaign. Benji will track progress against these goals, which you can view in the Analytics page when filtering by campaign. title The Benji platform supports setting the following built-in goals: Registrations Points Earned Points Redeemed