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Create tasks create-tasks

Table of contents

Get started with Loyalty Challenges

Tasks define the specific actions or milestones that customers must complete to earn rewards in a loyalty challenge. You can configure purchase and spend tasks, or Custom event tasks that track Adobe Experience Platform experience events your organization already captures.

Each task represents a measurable action that contributes toward challenge completion. Tasks are reusable components that can be created independently and then added to one or more challenges, or created directly within a challenge.

Create a task create-task

You can create tasks from two entry points. The configuration process is the same regardless of where you start.

Choose customer activity choose-activity

Select the type of activity that customers must perform to complete this task:

To select an activity, click the + icon and select the customer activity that best aligns with your outcome goals. Each activity type has specific configurable attributes to further define and shape the task requirements.

Define the task attributes define-attributes

Configure the task attributes based on the selected activity type. Browse the tabs below to see available attributes for each activity type:

Define eligible items and exclusions eligible-items-exclusions

For Purchase and Spend activities, you can use the Eligible items & exclusions section to define which items and groups are eligible and which are excluded. This allows you to target specific products, categories, or locations to align with your challenge goals.

The items and groups available in the picker are defined by administrator users in the Loyalty admin menu. Administrators upload the product inventory used for eligible items, and configure organization-wide exclusions that are automatically applied when marketers build tasks. Learn how to configure product inventory and exclusions

Custom event tasks do not use eligible items and exclusions; completion is driven by the Custom event values you configure.

For example, you can limit a task to specific product categories, or exclude gift cards or promotional items from counting toward task completion.

Set eligible items for the task

To define eligible items, select Add from the Eligible items & exclusions section.

In the picker, select the items or groups that should count toward task completion, then select Include. Included items and groups are added to the eligible list.

If no eligible items or groups are selected, purchases are not limited to a specific inventory set unless exclusions are configured.

Exclude items from the task

To exclude items from the task, select Add from the Eligible items & exclusions section.

Select the items or groups that should not count toward task completion, then select Exclude.

Items from the global exclusions list are automatically added as exclusions. Exclusions take priority over inclusions: items listed as excluded do not count, even if they are also part of an included group.

Bring your own data for eligibility & exclusions byod-personalization

In addition to selecting items and groups in Journey Optimizer, you can also drive eligibility from your external Loyalty Challenges data at runtime using the Bring your own data option.

When Bring your own data is selected, eligibility per participant is resolved at runtime from data synchronized with your Loyalty Challenges environment instead of a list of item IDs.

To use this option, select the personalization icon in Eligible items & exclusions, then choose Bring your own data.

Define task properties define-task-properties

In the task Properties pane, configure the basic task information:

After configuring all attributes and properties, select Create to save the task. The task is saved to your Tasks inventory and, if created from within a challenge, is automatically added to that challenge.