All Cheetah Digital Loyalty Content Objects–such as Offers, Challenges, Rewards, and Codes–share many capabilities including lifecycle status, organization, eligibility, limits, prizes, sharing, and placement.
Use Lifecycle attributes to control when a Content Object record is available to members. There are two aspects of a Content Object’s lifecyle: Status and Effectivity. The lifecyle aspects are managed from the lifecycle panel on the right of the summary panel near the top of the Content Object detail page.
The lifecycle status of a Content Object record may be one of the following:
While the typical lifecyle is to transition from Draft to Published to Archived, you can change the lifecycle status to any value at any time.
Change the effectivity to designate the timeframe for which each Content Object record is valid to members:
Use Categories and Tags to flexibly organize Content Objects records as the amount of content in your program increases.
Categories are a App visible organization mechanism. You define categories in the Content Object’s Categories page (e.g. Offer Categories). You can then add one or more categories to each Content Object record.
When a mobile or web app queries Content Object records on behalf of a member, the mobilel or web app can use Categories to filter Content Objects records to only those belonging to a Category.
Tags are an Marketing Console organization mechanism. You can create or reuse Tags by adding Tags to Content Object records. Use tags in search boxes to search and filter Content Object lists to Content Object records associated with the Tag. You can also use the Tag cloud in the Marketing Console right sidebar to visualize all available Tags and filter the Content Object records associated with a specific Tag.
Use Eligibility to specify the subset of members who are eligible to access a Content Object record. For example, you can use Eligibility to specify that a Reward is available only to members in the Gold Tier and who live in California.
Specify Eligibility by:
Note - Excludes override includes; that is, if a member belongs to both an excluded segment and an included segment, she is ineligible to access the Content Object record.
You can manage Eligibility in the Eligibility subtab of the Content Object detail screen.
Use Limits to govern how many times and how frequently a member can respond to a Content Object record. While it is typically applicable to point earning responses, such as Challenge responses, they are a general capability that can be used with any Content Object, such as to limit number of times a member can redeem a Reward or use an Offer.
The various types of Limits include:
Use Prizes to specify the incentives for submitting a response. There are two types of prizes: primary and secondary. Prizes are managed from the Advanced subtab of the Content Object detail screen. The primary prize for some objects is also available on the Content Object detail screen.
This is the more visible and typical incentive. Primary Prize is the typically prominently advertised on a Content Object record and is given to all eligible, approved responses. Example of Primary Prize is 10 points for responding to a survey challenge. Primary Prize is always an amount and a metric name (e.g. 10 points).
Use a Secondary Prize to give additional incentives for a response.
Secondary Prizes are optional yet have more flexible options. A Secondary Prize can be a:
You can give a Secondary Prize to a subset of responses by using on one of the following specifications:
As with Primary Prizes, Secondary Prizes are given only to approved responses.
Use Sharing to specify how a member’s response is shared to a News Feed. Sharing options include:
Use Placement to specify where a Content Object is shown to members. There are two settings:
Show On List. Specify whether the Content Object record is included in list views of that Content Object. For example, you might set this value to ‘No’ when you only want the Content Object to be communicate the object via another channel, such as in an email or a message.
Show To Public. Specify whether the Content Object record should be shown to non-members. If set to true, Cheetah Digital Loyalty creates a publicly accessible page for the Content Object. For example, you might create a public page to share on public websites or social channels for non-members to view this Content Object record.