Challenges, badges and leaderboards
Three screens in the Engagement menu that keep members active: Challenges, Badges and Leaderboards. Menu: Engagement › Challenges, Engagement › Badges and Engagement › Leaderboards.
Challenges, Badges and Leaderboards permissions · Challenges and Badges: all editions except Free. Leaderboards: Growth and Enterprise. Only from a client account.
Challenges
A challenge asks the member for a number of actions and pays them points when they are done. The member joins from the portal. They can only join once, and only while the challenge is active and has not expired.
Progress adds up on its own, without you having to do anything, according to the Challenge Type:
| Type | What it adds |
|---|---|
TransactionCount | One for each purchase recorded. |
SpendAmount | The amount of each purchase. |
GamePlays | One for each game played. |
ReferralCount | One for each referral who completes the process. |
CheckIn | One for each check-in. |
Custom | No product event adds to it by itself. |
When the Target Count is reached, the challenge is completed and the Reward Points are awarded. It is paid only once per member.
Challenges list
Columns: Name, Programme, Challenge Type, Status, Target Count, Reward Points, Start Date and End Date. There is a search box, Refresh and, on each row, Actions with Edit and Delete.
Create / edit a challenge
Click Create New.
| Field | What it is | Notes |
|---|---|---|
| Name | Title of the challenge. | |
| Description | What the member has to do. | |
| Challenge Type | Which action adds progress. | See the table above. |
| Status | Draft, Active, Completed, Expired or Cancelled. | Only an Active challenge accepts enrolments and progress. |
| Target Count | How much has to be accumulated. | For SpendAmount, it is an amount. |
| Reward Points | Points on completion. | |
| Start Date / End Date | Window of the challenge. | After the end date nobody can join. |
| Sort Order | Position in the portal. | |
| Loyalty Programme | Programme where the points land. |
Badges
A badge is a visual recognition with an optional points value. A member cannot receive the same badge twice, and it is not awarded if it is inactive.
Badges are not granted by hand from this screen. They are awarded by other features that have them assigned as a reward, such as a treasure hunt or a course.
Badges list
Columns: Name, Category, Points awarded, Active and Sort Order. Actions menu: Edit and Delete.
Create / edit a badge
| Field | What it is | Notes |
|---|---|---|
| Name | Name of the badge. | |
| Description | What it recognises. | |
| Category | Achievement, Loyalty, Social, Gaming or Seasonal. | Organisation only. |
| Color | Identifying colour. | |
| Points awarded | Points the member receives on earning it. | |
| Sort Order | Position in the portal. | |
| Active | Whether it can be awarded. | |
| Image URL | Image of the badge. | |
| Loyalty Programme | Associated programme. |
Leaderboards
A leaderboard ranks members by a score. It is recalculated periodically (every few minutes), not instantly.
| Leaderboard Type | Score |
|---|---|
Points | Points earned in the period. |
Transactions | Number of purchases. |
GameWins | Games won. |
Referrals | Referrals completed. |
The Period can be AllTime, Monthly, Weekly or Daily. Max Entries limits how many members appear.
Points and Transactions leaderboards need a Loyalty Programme. Without one, the leaderboard stays empty and keeps its previous data.
List and form
The list shows Name, Leaderboard Type, Period, Max Entries and Active. The form adds Description and Loyalty Programme. An inactive leaderboard is not recalculated.
States and limits
- The values in the drop-down lists (
Draft,Weekly,Gaming...) appear in English in every language of the interface. - A challenge in
Draft,Completed,ExpiredorCancelleddoes not accept enrolments. - Active campaign multipliers are applied to the Reward Points and to the Points awarded.
- Without a Loyalty Programme, a challenge pays no points.
Permissions
| Action | Permission (UI text) | Technical id |
|---|---|---|
| View Challenges | Challenges | Pages.Gamification.Challenges |
| Create / edit / delete a challenge | Creating Challenge · Editing Challenge · Deleting Challenge | Pages.Gamification.Challenges.Create · .Edit · .Delete |
| View Badges | Badges | Pages.Gamification.Badges |
| Create / edit / delete a badge | Creating Badge · Editing Badge · Deleting Badge | Pages.Gamification.Badges.Create · .Edit · .Delete |
| View Leaderboards | Leaderboards | Pages.Gamification.Leaderboards |
| Create / edit / delete a leaderboard | Creating Leaderboard · Editing Leaderboard · Deleting Leaderboard | Pages.Gamification.Leaderboards.Create · .Edit · .Delete |