Tasks Overview
Customers can earn points and rewards for performing tasks that support your brand’s goals.
For example:
Completing a user profile
Participating in a survey/questionnaire
Subscribing to a newsletter
Opting in to SMS
Sharing their link from the Refer-a-Friend module
Your customers can find each task available in the Dashboard of their Portal.
What to prepare for each task
Before setting up your Loyalty tasks in the platform, you will need to prepare the following field details and digital assets for each task.
Fields Details for a Task
Task Name: User facing name of the task to be completed.
Points Value: How many points are issued when the task is completed.
Start & End Date: When the task becomes available and when the task is no longer available (if applicable).
Description: A full description of the task and how to complete it.
Tip: If applicable, include the URL associated with where they can complete the task. For example, if the task is to signup for a newsletter, include a URL for where they can do that.
Digital Assets for a Task
Digital asset size requirements: 500x500 or higher, Max 10MB or less
Task Background: Background image shown on “card view” of the task within the Portal Dashboard.
Task Vector: Icon representing the task. It will be displayed above the background image in some situations.
How to setup a task
Login to your Ambassador Admin account, and click on "Loyalty" in the main menu.
Within the Loyalty menu, click on "Tasks", then "New Task" and a modal will open.
Within the task modal, fill out the fields and upload the digital assets that you've prepared.
Once you've populated the fields and uploaded the images, click "Next".
From the "Preview" screen, you have two options:
Save as draft: To save the draft without publishing to the Portal
Save task: To save and publish to the Portal
Once you've published your Tasks, you can preview it from the Tasks tab or login to the Portal as a participant.
How to publish a task from draft status
From Loyalty > Tasks > click on the "Drafts" tab
Click the checkbox next to the name of the task that you want to update.
Click the "Update Task" button
From the modal that opens, check for any updates needed and click "Next" > then, click "Save task" on the Preview screen to publish it.
How to update details or assets of a task
From Loyalty > Tasks > click on the "Tasks or "Drafts" tab
Click the checkbox next to the name of the task that you want to update.
Click the "Update Task" button
From the modal that opens, make any updates needed and click "Next" > then, click "Save task" on the Preview screen to publish it.