Challenge Responses
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 Challenge Responses

Overview

The Challenge Responses screen allows you to view and manage Member submissions to all of your Challenges. When a Member responds to a Challenge, the platform creates a new asset called a Challenge Response. The Challenge Response contains the details and metadata of the Challenge, its current status, and expiration (if it has one). 

Note: You can view the responses to a single Challenge from the Responses tab of the Challenge Details screen. 

Access

To access the Challenges Responses screen, select Challenges from the Main Navigation Menu, then select Challenge Responses from the Sub-Category menu.

Features

Manage Challenge Responses

The Challenge Responses screen provides the following features:

 Searching and Sorting

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Search

The search feature allows you to search for a specified text string anywhere within the following Challenge Response fields: Challenge Label, Challenge Name, Member full name, Member email address, or Member card ID.  

  1. Optionally, in the search field near the top of the Challenge Responses screen, enter the desired text string.

  2. Optionally, provide a date range for the "created" date by entering the start and end dates. 

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

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

  5. The Challenge Responses screen 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 (default)

  • Updated Date

  • Challenge Name

Navigation

Once you've found the desired Challenge Response, you can navigate to the following other screens:

 

 Set Challenge Response Status

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Each Challenge Response has a status:

  • Submitted. The Member 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 Member has the opportunity to re-submit the response.

To manually set a Challenge Response status:

  1. Optionally search for the desired Challenge Response.

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

 

 Flag Challenge Response

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To flag a problematic Challenge Response:

  1. Optionally search for the desired Challenge Response.

  2. From the "Actions" drop-down menu next to the Challenge Response, select "Flag Response," then select a reason, such as "Offensive."

 

  Post to News Feed

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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).

For more information on newsfeeds, please see News Feeds.

Export Challenge Response Data

The Challenge Responses screen provides the following features related to exporting Challenge Response records.

 Create Export Definition

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Export definitions can optionally be saved and reused, when you need to download Challenge Responses from the Loyalty platform:

From the "Actions" drop-down menu in the top-right corner of the screen, select "Export Challenge Responses." The "Create New Export - Challenge Responses" pop-up window is displayed.

 

Timing 

  1. Select when you want to execute the export:

  • Asynchronous -- check this option if you want to execute the export manually on an ad hoc basis.

  • Execute now -- check this option if you want to execute the export immediately.

  • Create schedule -- check this option if you want to define a schedule (either a one-off execution, or a recurring schedule).

  1. If you checked "Create schedule" above, the schedule options are displayed.

Define Export ScheduleDefine Export Schedule

To define the export schedule:

  1. From the "Recurrence" drop-down menu, select an option:

  • Repeat -- Execute the export based on the defined schedule; see below for more details.

  • Once -- Execute the export once. In the "Execute once on" field, enter the date and time. Select the time zone from the "Time Zone" drop-down menu.

  • On demand -- Execute the export when specified by a user. In the "Execute once on" field, enter the date and time. From the "Time Zone" drop-down menu, select the time zone to use.

Define a Repeating Schedule

  1. From the "Schedule Composer" drop-down menu, select a unit of time -- every minute, hour, day, week, month, or year.

  2. Optionally, check "Advanced" to enable the "CRON expression" text field, and enter a custom CRON expression.

  3. In the "From" and "To" field, enter the start date and time, and the end date and time, for the repeating schedule.

  4. From the "Time Zone" drop-down menu, select the time zone to use.

 

 

Notification and Transport 

If you checked "Asynchronous" above, this section is displayed.

  1. To send email notifications when the import process is successful, enter one or more email addresses in the "Success Email Recipients" text field. 

  2. To send email notifications if the import encounters an error, enter one or more email addresses in the "Error Email Recipients" text field. 

 

 

Fields 

This section allows you to optionally include (or exclude) specific columns in the export file.

  1. From the "Inclusion" drop-down menu, select an option:

  • All -- include all columns in the export file.

  • Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

  • Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

  1. To include attachments in the export, select the desired attachment from the "Attachments" drop-down menu.

  2. Optionally check include attachment url to include the attachment's URL. 

 

Rules 

This section allows you to create custom business rules to define which Segments are included in the export file.

  1. Click the Add icon, then select Add Rule. The platform adds a new blank row for defining the Rule Condition. 

  2. From the first drop-down menu, select the desired Attributes. This menu is populated with all of the different Attributes for building a condition.

  3. Select a mathematical operator. The available operators will vary based on the data type of the selected Attribute. 

  4. Enter or select a value. 

  5. Some attribute types allow you to define additional criteria, such as a date range, or a channel type, for example. Select or enter the additional criteria. 

  6. Repeat the above steps as needed to define more Rule Conditions. If you need to delete a Rule Condition, click the Delete icon to it. 

  7. Once you define more than one Rule Condition, select the logical operator. From the "Include customers that meet" drop-down menu, select either: 

  • All of the following: The conditions are processed with a logical 'AND' operator such that all conditions must be true for an individual to be selected by this Segment. 

  • Some of the following: The conditions are processed with a logical 'OR' operator such that at least one of the conditions must be true for an individual to be selected by this Segment. 

You can also group rules by selecting Add Rule Group from the Add icon. Rule Groups have their own internal logical operator.

 

Associations

To export associated records:

  1. Click add. A new row is displayed.

  2. Check Enabled. 

  3. From the "Association" drop-down menu, select the type of associated record.

  4. From the "Inclusion" drop-down menu, select an option:

  • All -- include all columns in the export file.

  • Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

  • Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

  1. Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.

 

 

Children 

To export child records joined to the main record:

  1. Click add. A new row is displayed.

  2. Check "Enabled."

  3. From the "Child" drop-down menu, select a child record type.

  4. From the "Inclusion" drop-down menu, select an option:

  • All -- include all columns in the export file.

  • Only Included -- in the "Fields" field, select one or more columns you want to include in the export file.

  • Except selected -- in the "Fields" field, select one or more columns you want to exclude from the export file.

  1. Repeat the above steps needed to include more associated records. To remove an association, click the delete icon next to it.

 

Finish

When finished creating the Export Definition, click save. 

 

 View or Edit an Export Definition

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To view or edit a Challenge Response Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Challenge Responses Exports." The "Challenge Responses Export Definitions" pop-up window is displayed and populated with a list of all Challenge Response Export Definitions.

  2. From the "Action" column of the desired Export Definition, click the Edit icon. The "Edit Export" pop-up window is displayed.

  3. Make any necessary changes to the Export Definition properties.

  4. When finished, click save.

 

 Manually Execute an Export Definition

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To manually execute a Challenge Response Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Challenge Responses Exports." The "Challenge Responses Export Definitions" pop-up window is displayed and populated with a list of all Challenge Response Export Definitions.

  2. From the "Action" column of the desired Export Definition, click the Enqueue this Export icon. A confirmation dialog box is displayed.

  3. Click confirm.

 

 Download an Export Definition

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To download the last execution of an Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Challenge Responses Exports." The "Challenge Responses Export Definitions" pop-up window is displayed and populated with a list of all Challenge Response Export Definitions.

  2. In the "Action" column of the desired Export Definition, click the Download File icon. The platform downloads the file to your PC.

 

 Delete an Export Definition

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To delete a Challenge Response Export Definition:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Challenge Responses Exports." The "Challenge Responses Export Definitions" pop-up window is displayed and populated with a list of all Challenge  Response Export Definitions.

  2. From the "Action" column of the desired Export Definition, click the Delete icon. A confirmation dialog box is displayed.

  3. Click confirm.

Import Challenge Response Data

The Challenge Responses screen provides the following features related to importing Challenge Response records.

 Import Challenge Responses

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From the "Actions" drop-down menu in the top-right corner of the screen, select "Import Challenge Responses." The "Create New Import - Challenge Responses" pop-up window is displayed.

Basic Properties

  1. From the "Import Method" drop-down menu, identify how you want the platform to handle the import records, such as create new records only, update existing records only, or both create and update records.

  2. In the "File Options" field, select one or more fields used to identify existing records in the database.

  3. By default, the platform will create an Activity record associated with this import. Optionally select the "Yes" radio button next to "Skip Publish Activity" to omit this process.

  4. If you want to import blank values, select the "Yes" radio button next to "Include Blank Values."

  5. The platform supports email and phone number syntax validation on the appropriate import fields. To run this validation, select the "Yes" radio button next to "Validate Records."

  6. If you account is configured with business units, select the desired Business Unit from the "Business Unit" drop-down menu.

  7. To send email notifications following the import process, enter one or more recipient email addresses in the "Recipients" field.

  8. To send email notifications following a failed import process, enter one or more recipient email addresses in the "Failed Import Email Recipients" field.

  9. To select the import file, click choose file, then browse to and select the desired file.

  10. Select a column separator: Comma or Semicolon.

 

Import Options

To configure additional import options:

  1. Click add options.

  2. To use a lookup table, select the desired table from the "Lookup table" drop-down menu.

  3. From the "Lookup column" drop-down menu, select the desired column on the lookup table.

  4. Enter a value in the "Rename as" field.

  5. In the "Find by columns" field, select one or more columns used to identify existing records in the database.

  6. If the lookup table is required, select the "Yes" radio button next to "Required."

  7. If you want to stop the import process if a duplicate record is found, select the "Yes" radio button next to "Abort on Duplicate Record."

  8. Optionally enter any additional conditions as Groovy expressions in the "Condition" field. 

  9. Optionally, click delete to remove the additional import options.

 

Finish

  1. When finished, click submit.

 

 

 View Challenge Response Imports

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To view a list of previous Challenge Response imports:

  1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Challenge Response Import List." The "Challenge Responses Import List" pop-up window is displayed and populated with a list of all previous Challenge Response imports. For each import, the screen displays the following:

  • Imported by

  • Filename

  • Result (i.e., the number of records successfully imported, the number of failed records, and the number of skipped records)

  • Created at

  • Duration

  • Status

 

Back to Challenges Overview

 

 

Copyright © Marigold   Marigold Loyalty Online Help 24.4  September 2024