People Details: Challenges

Overview

Challenges allow you to engage your customers, by encouraging them to perform activities on behalf of your brand, in exchange for a Reward.  When a customer submits a Challenge, the platform creates a new asset called a Challenge Response that contains the details and metadata of the Challenge.

The Challenges tab displays all of the Challenge Responses submitted by this customer.  

Note: Challenges are defined within the Cheetah Loyalty platform; for more information about Challenges, please see the Loyalty Online Help.

Features

The features available on the Challenges tab are described below. 

 Searching and Sorting

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Search

The search feature allows you to search for a specified text string anywhere within a variety of Challenge Response fields.

  1. Optionally, in the search field, enter the desired text string.

  2. Optionally, use the two date fields to define a range for "created date."

  3. Optionally, from the "Status" drop-down menu, select a Challenge status (or "Any status").  

  4. Press Enter, or click the search button (magnifying glass icon).

  5. The Challenges tab is refreshed to show only the Challenge responses that meet your search criteria. Please note that if you enter multiple search conditions, the platform displays only the Challenge responses that meet ALL criteria.

  6. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Challenge responses on a variety of different fields. To sort the list of Challenge responses, select the desired sort option from this menu.

  • Created Date (the default option)

  • Updated Date

  • Challenge Name

 

 Set Challenge Response Status

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Each Challenge Response has a status:

  • Submitted: The customer has submitted the Challenge Response but it is not yet accepted nor rejected.

  • Approved: The Challenge Response has been approved, either manually or automatically with the auto-approve feature.

  • Rejected: The Challenge Response has been rejected and is ineligible to receive any prizes. You must manually reject a Challenge Response. You can add a message to the Member regarding the rejection and give them the opportunity to re-submit a response.

  • Returned: The Challenge Response has been rejected, but the consumer has the opportunity to re-submit the response. This status is used if, for example, the consumer submitted an incorrect or invalid response.

To manually set a Challenge Response status:

  1. Optionally search or filter the Challenge Responses as described above. 

  2. From the "Actions" drop-down menu next to the Challenge Response, select the desired status.

 

 Flag a Challenge Response

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If you need to reject a Challenge response, the platform offers several different options. You can "return" a response, which gives the consumer the opportunity to resubmit the response.

You can also flag a response as being inappropriate or offensive. A flagged response is marked as "rejected," and the consumer is ineligible to receive the Reward for completing the Challenge. Optionally, you can submit a message back to the consumer regarding their response, and give the consumer the opportunity to resubmit the Challenge response.

To flag a response:

  1. From the "Action" menu, select "Flag Response," then select a reason from the sub-menu.

 

 Post to Newsfeed

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To post a comment:

  1. From the "Action" menu next to the desired item, select "Post to Feed," then select which newsfeed (such as "Main Newsfeed" for example).

 

 Post to Gallery

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To post a Challenge Response to your Gallery:

  1. From the "Action" menu next to the desired item, select "Post to Gallery."

 

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