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Challenges

Introduction

We developed the Challenges module to help you make any activity rewardable. Use the Challenges module to combine and specify the events you want to reward, whether they be factory events or events set up in the Custom events module. With this module you can reward activities like: “Buy at least 3 products at once!” or “Subscribe to our newsletter and visit our store every day for the next week”. Be creative!

All challenges that you set up will appear as a card on the ‘Earn points’ page of your Loyalty Hub.

You can find the configuration page of Challenges module by clicking on the ‘Modules’ link in the top menu bar and then selecting ‘Gamification’ from the list on the left-hand side. The page will open to a list of challenges that have already been set up using this module.

Adding a new challenge

  • Click on the ‘Create’ button in the upper right corner of the Challenges module page
  • Set basic information:
    • Set the name of the challenge
      This name will appear on the card in the Loyalty Hub
    • Add a description that helps customers understand what they need to do in order to complete the challenge.
      This description will appear on the card in the Loyalty Hub.
    • Add a category
      You can choose a category from the dropdown menu or create a new one by typing a category name into the field.
    • Set the default CTA button label
    • Upload an image
      The image must be at least 500*260 pixels in size, to ensure your card will look great on both desktop and mobile devices.
  • Set restrictions:
    Here you can limit the availability of the challenges in two ways: with a time limit or by making the challenge applicable for specific customer segment(s) and/or list(s) only. Let your customers see the restrictions and explain how they can unlock the challenge in the ‘Restriction message’ box. Or, if you want to hide the reward from customers who are not a part of the selected segments or lists, tick the box next to ‘Display activity only for the selected segments’. Learn more about segmentation and customer lists here.
  • Set advanced settings:
    • URL (Specify a call to action button that points to a specific page)
    • Points history phrase (this is how the challenge will show up for the customer in his or her account, on the Points history page)
    • Custom fields (custom data sent through webhook when the challenge is completed)
  • Advanced Activity Editor: in the second section you can specify the challenge you want to reward with loyalty points
    • Choose the customer event to reward. This can be a factory event or a custom event set up in the Custom events module.
      • Filter: if you want to reward customer actions with specific attributes (e.g., a customer shares a unique URL, or a URL that contains ‘jeans’), you can add filters with the attribute, the operator and the value
      • Period: the period of time the user has to complete the challenge (e.g., ‘1 week’ means that the customer has to complete the challenge within 1 week from the first action taken)
      • Interval: the interval in which the user has to take actions (e.g., ‘1 day’ means that the customer must perform the actions daily for the given period)
      • Threshold: number of times the user has to complete the action
      • Phrase: informs the customer what they must do in order to complete this particular action, shown on the challenge card. You can add as many criteria as you want. Keep in mind that the more criteria you set, the more actions your customer has to complete to earn their points.
  • Gamification:
    • Specify the number of points you’d like to award customers
    • Advanced Settings:
      • Enable repeatability by setting an interval in which customers can earn points for completing the challenge
      • Enable a completion limitation by specifying how many times a customer can earn points for completing the challenge
  • Don’t forget to save the challenge with one of the following statuses:
    • Active: as soon as you save the challenge as ‘Active’, it will appear for your customers as a card in the Loyalty Hub and customers will be able to complete the challenge.
    • Testing: the challenge will appear in the Loyalty Hub as a loyalty card, but only admin users will be able to see it.
    • Inactive: the challenge will not appear in the Loyalty Hub, and will appear only in the list of activities on the Challenges module configuration page.

Managing challenges

Editing a challenge

  • Go to the Challenges module configuration page
  • Click the hamburger button next to the challenge that you want to edit, and select ‘Edit’
  • Edit your challenge
  • Save your changes by clicking on the ‘Save’ button with the appropriate status

Deleting a challenge

You cannot delete an challenge from the Loyalty Platform. If you’d like to make an challenge unavailable for loyalty program members, edit and save your challenge with the ‘Inactive’ status.

Filtering challenges

Filter activities on the Loyalty Platform by clicking on the ‘Filter’ button at the top of the module configuration page, next to the ‘Create’ button. There are three options available: filter activities by their status, type, or both. Just click ‘Apply’ to see the filtered list or ‘Reset’ to choose a new filtering method.

Searching for a challenge

Use the search bar to search for a specific challenge name in the challenge list on the Challenges module page.

Challenge completions

You can check the full list of challenge completions by navigating to the specific challenge and clicking on the ‘Completions’ tab on the left side.

Challenge statistics

View detailed reports on how your activities are performing individually. To reach the ‘Statistics’ page of a challenge, go the the Challenges module configuration page, click on the hamburger button next to the the challenge you’d like to learn more about, and navigate to ‘Statistics’ page.

Quick overview: here you can see basic numbers detailing the performance of an challenge during the selected timeframe

  • Total number of challenge completions (to check all completions, navigate to the ‘Completions’ tab on the left-hand side, where the date of each completion and the members who completed it are listed)
  • Number of members who have completed the challenge
  • Number of points earned by completing the challenge
  • Graph of the number of claims

Best practices

  • We recommend waiting to including challenges until the loyalty program has been up and running for some time. Let your customers get familiar with simpler actions first.
  • Try experimenting with many different challenge types throughout the life of your loyalty program and keep the elements your customers like most for the long run.

Implementing the module

In order to support this module, you need to use the Antavo Loyalty Plugin in your Magento / Magento 2 / Woocommerce store or implement a few changes in your Custom CMS. In addition to basic implementation, please implement custom events triggering the activities. You can more about custom event here.