Campaign Playbook

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Campaign Creation Guide

Segments Tips and Tricks

Dynamic

Invite

Automatic

Manual

Campaign Tips and Tricks

External Survey

To ensure that the user receives points for completing a survey please ensure the following:
Add 2 hidden fields within the jotform survey for the userid and participationid (this allows us to identify which user to award points to)
Screenshot 2023-12-18 111032.png
2. Setup webhook to the jotform survey (this will trigger the point earning for the user upon completing the survey)
Screenshot 2023-12-18 111249.png

3. Setup redirect URL. When a user completes the survey we can redirect the user back to the rewards platform

Transactional

Transactional campaigns require an SQL filter to evaluate which behaviors meet the criteria for the campaign and then award points to the user.

SQL Cheat Sheet (KCM)
Ride Bus and Earn
Ride Train and Earn
Ride Streetcar and Earn
Ride Watertaxi and Earn
Ride your daily commute
Weekend Bonus

Streak

Time frame
You can specify the duration that the campaign will be live (i.e. shown to the user) by setting the start and end date for the campaign. Additionally, you can set the start date on when to start rewarding users in the Start rewarding date: field.
Screenshot 2023-12-18 112603.png
Campaign Evaluation
Streak campaigns will award users points for activating any ticket type by default, you can set further constraints on when to award users points for the streak. Select KCM as the Provider Required to Connect
Screenshot 2023-12-18 112327.png

Location

Location campaigns will award users based on where the user was when they activated their ticket. This evaluation is configured through a geojson.

Action

To use this type of campaign as an informational campaign set the partner achievement event to INFORMATIVE_NO_REWARD .
Screenshot 2023-12-18 113606.png
Note: Its recommended to use the transaction campaign type for achievements (i.e. activating a ticket on a specific date/time)

Multi-behavior

Redemption


♻️Campaign Creation Lifecycle

Week 1: Review
How did campaigns perform in the previous month
Week 2: Ideate
Outline specific goals for the upcoming month
Segments to target
Seasonal events/holidays?
Week 3: Create
Build campaigns + segments in admin
Note: Segmentation by trips is run from 4 weeks prior to the last Friday of the month (i.e. Segmentation for Jan 1 2024 would evaluate behaviors from Dec 27 - Nov 29)
Week 4: Launch
Monitor campaign earnings and redemptions
Build any required dashboards to review campaign performance


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