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)

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2. Setup webhook to the jotform survey (this will trigger the point earning for the user upon completing the survey)

Webhook URL:`

https://487pank68a.execute-api.us-east-1.amazonaws.com/default/surveyFuncForProd⁠

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

KCM -

https://coda.io/d/Product_dxCzhr8sfpD/TGT-App-Deeplinks_sujAA⁠

NYPA -

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.

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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

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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 .

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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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