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
Leaving a review
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, we recommend that you prepare the following field and digital asset details for each task so that you have everything needed to setup each one.
Field Details for each Task
Name: User facing name of the task to be completed.
Points Value: If applicable, how many points are issued when the task is completed.
Start & End Date: If applicable, when the task becomes available and when the task is no longer available.
Description: Detail of the task and how to complete it.
Click URL: If the task is to complete an action outside of the Ambassador Portal, such as signup for a newsletter, follow on social, leave a review, or signup for a webinar, you can add a URL to redirect them there upon clicking the Task.
Digital Assets for a Task
Digital asset size requirements: 500x500 or higher, Max 10MB or less
Background: Background image shown on “card view” of the task within the Portal Dashboard.
Icon: Icon representing the task. It will be displayed above the background image in some situations.
Badge: (Optional) If you would like to issue a badge when a task is complete.
Email: (Optional) If you would like to send an email when a task is complete.
Steps for each Task
Step 2: Setup each badges that should go with a task (optional)
Step 3: Setup each email that should be sent after a task is complete (optional)
Step 4: Setup each Rule that should trigger when a task is complete (required)
Step 1: Create the Tasks
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: 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.
If you would like to issue a Badge when a Task is completed, you will need to select which badge to issue when you get to step 4. Therefore, we recommend that you atleast create all of your task related Badges before starting that step. Click here for how to create badges.
If you would like to send an Email when a Task is completed, you will need to select which email to send when you get to step 4. Therefore, we recommend that you create all of your Task related Emails before starting that step. Click here for Rule Effect emails.
Step 4: Setup a Rule for each Task
Minimally, each Task must have a Rule setup that triggers on a specific condition and includes an Effect to mark the task as complete, along with any other effects, such as issuing a badge and sending an email.
1. Go to "Rules" in your and create a new rule with the following configuration:
Name = Enter a name for the rule, such as "Earn Points for a Review"
Start Date = Select the date you want to start the rule
End Date = Enter a date this rule should end, otherwise leave it empty to never end until otherwise updated.
2. Go down to the Rules section and select the applicable conditions for the Rule to trigger. Discuss the conditions with your Ambassador support team member.
For example, if you are triggering off of Click URL for a Task
Object = Select 'affiliate' > 'loyalty_clickable_tasks'
Operator = equals
Value = A list of tasks with a Click URL will show up, select the applicable one for this rule.
3. Go down to the Effects section. First, you'll add one for "Complete Task", then and add any additional Effects that you want to occur.
Type Complete Task
This will mark the task as complete so that it can only be completed once. It will also assign points if the Tasks is setup to do so. You do not need to add an additional effect to reward points unless you are doing bonus points for a reason.
Value = A list of tasks will show up, select the applicable one for this rule.
If you would like to include additional effects with this completed task, such as issuing a badge or sending an email, see below - otherwise skip the additional effects and "Save".
Click the plus sign (+)
Type = Assign a Badge
Value = A list of your badges will show up, select the applicable one for this rule.
Click the plus sign (+)
Type = Send an Email
Value = A list of your Loyalty emails will show up, select the applicable one for this rule.
Step 3: Click the "Save" button.
OTHER HELPFUL INSTRUCTIONS
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.