Loyalty Challenges let you engage Members by challenging them to perform some action or activity on behalf of your brand. The platform supports a variety of Challenge types:
Submit Content: Submit Member-generated content, such as photo, video, or a caption .
Surveys: Quiz or survey Members with multiple questions.
Member Updates: Ask Members to update their Profile and Preferences.
Custom Challenges: Create your brand-specific Challenge by entering a custom JSON definition.
To access the Challenges screen, select Challenges from the Main Navigation Menu. By default, Challenges is selected from the Sub-Category menu.
The Challenges screen provides the following features:
Searching and Sorting SearchThe search feature allows you to search for a specified text string anywhere within the following Challenge fields: display name, internal name, category label, category name, or tag.
SortThe "Sort" drop-down menu allows you to sort the Challenges on a variety of different fields. To sort the list of Challenges, select the desired sort option from this menu.
NavigationOnce you've found the desired Challenge, you can navigate to the following other screens:
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Create a New Challenge To create a new Challenge:
Note: The Tracking Code is not used for tracking for Members logged into Marigold Loyalty apps.
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View or Edit a Challenge To view or edit the details of a Challenge:
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Member Preview To view a list of Challenges for which a specific Member is eligible:
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The Challenges screen provides the following features related to exporting Challenge records.
Create Export Definition Export definitions can optionally be saved and reused, when you need to download Challenges from the Loyalty platform: From the "Actions" drop-down menu in the top-right corner of the screen, select "Export Challenges." The "Create New Export - Challenges" pop-up window is displayed.
Timing
Define Export ScheduleDefine Export Schedule To define the export schedule:
Define a Repeating Schedule
Notification and TransportIf you checked "Asynchronous" above, this section is displayed.
FieldsThis section allows you to optionally include (or exclude) specific columns in the export file.
RulesThis section allows you to create custom business rules to define which Segments are included in the export file.
You can also group rules by selecting Add Rule Group from the Add icon. Rule Groups have their own internal logical operator.
AssociationsTo export associated records:
ChildrenTo export child records joined to the main record:
FinishWhen finished creating the Export Definition, click save. |
View or Edit an Export Definition To view or edit a Challenge Export Definition:
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Manually Execute an Export Definition To manually execute a Challenge Export Definition:
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Download an Export Definition To download the last execution of an Export Definition:
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Delete an Export Definition To delete a Challenge Export Definition:
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Last Updated: October 2024