Challenges

Search

The 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.  

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

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

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

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

5. The Challenges screen is refreshed to show only the Challenges that meet your search criteria. Please note that if you enter multiple search conditions, the platform displays only the Challenges 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 Challenges on a variety of different fields. To sort the list of Challenges, select the desired sort option from this menu.

• Name (the default option)

• Created Date

• Updated Date

• Prize Amount

• Total Responses

• Total Points

• Rank

Navigation

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

• Click a Challenge to navigate to the Challenge Details screen.

To create a new Challenge:

1. In the "Enter Display Name" field, enter the Display Name value for the new Challenge.

2. Click create. The "Edit Challenge" pop-up window is displayed.

3. The "Display Name" field is populated with the value you entered above in step 1; optionally edit this value.

4. The "Internal Name" is automatically populated based on the "Display Name" value. This field is disabled by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

5. In the "Description" field, enter a description of the Challenge.

6. From the "Type" drop-down menu, select the Challenge type. The Challenge types are organized into categories, such as a "Submit Content" or "Social Media," for example.

7. To assign an image to this Challenge, click choose file. Browse to and select an image file, and click open.

8. If this Challenge has a prize associated with it, enter the number of points, and select the point metric to use. Optionally check auto approve if you want the prize to be awarded automatically without manual approval. 

9. In the "Rank" field, enter a ranking for this Challenge.

10. In the "Categories" field, assign one or more Categories to this Challenge. Categories are used to organize Loyalty assets into groups. For more details, please see Challenge Categories.

11. In the "Tags" field, assign one or more Tags to this Challenge. Tags are used to help search, filter, and organize Loyalty assets within the platform (Tags are never visible to Members).

12. In the "Tracking Code" field, specify a value to track clicks to a Challenge when you share the Challenge's URL on external channels such as email or Facebook. Loyalty adds this Tracking Code to the Challenge URL.

Note: The Tracking Code is not used for tracking for Members logged into MarigoldLoyalty apps.

13. Click save.  

To view or edit the details of a Challenge:

1. Search, sort, or filter the Challenges screen as described above.

2. Click on the desired Challenge.

3. The Challenge Details screen is displayed and populated with all of the information about this Challenge. See Challenge Details for more information.

To view a list of Challenges for which a specific Member is eligible:

1. From the "Actions" drop-down menu in the top-right corner of the screen, select "Member Preview." The "Preview Eligible Contents for a Member" pop-up window is displayed.

2. In the Member field, begin typing the Member's name, then select the desired Member from the menu.

3. Click fetch contents.

4. The platform displays a list of all the Challenges for which this Member is eligible. Technical details regarding the search process are displayed beneath the "What Transpired" heading.

5. To view a Challenge, click on it. The Challenge Details screen is displayed.

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

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).

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

Define 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.

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

3. 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.

5. 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.

5. 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.

To view or edit a Challenge Export Definition:

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

To manually execute a Challenge Export Definition:

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

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 "Challenges Exports." The "Challenges Export Definitions" pop-up window is displayed and populated with a list of all Challenges 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.

To delete a Challenge Export Definition:

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