Loyalty Challenges documentation:
- Get started with Loyalty Challenges
- Access & manage challenges and tasks
- Create challenges
- Create tasks ◀︎ You are here
- Loyalty Challenges API reference
Tasks define the specific actions or milestones that customers must complete to earn rewards in a loyalty challenge. You can configure task types, quantities, and product requirements to create engaging and personalized loyalty experiences.
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.
Select the Tasks tab and select Create Task. Tasks created from the inventory are saved and available for reuse across multiple challenges.
Open an existing challenge or create a new one. Select Add task and click the New button. Tasks created this way are automatically added to your challenge and also saved to the Tasks inventory for reuse in other challenges.
Choose customer activity choose-activity
Select the type of activity that customers must perform to complete this task:
- Purchase: Customers must purchase one or more items to complete this task
- Spend: Customers must spend a specified amount 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:
Available attributes for Purchase activities:
- Quantity: Enter the number of items that must be purchased to complete this task.
- Eligible items & exclusions: Define items or item groups that count toward task completion and those that don’t. Learn more on eligible items and exclusions
- Minimum spend value amount: Set a minimum purchase amount requirement.
- Maximum number of transactions: Limit how many transactions can be used to complete the task.
Available attributes for Spend activities:
- Amount: Enter the total spend amount required to complete the task.
- Eligible items & exclusions: Define items or item groups that count toward task completion and those that don’t. Learn more on eligible items and exclusions
- Maximum number of transactions: Specify how many transactions are allowed to meet the spend requirement. You can activate this attribute from the parameters icon.
Define eligible items and exclusions eligible-items-exclusions
For both Purchase and Spend activities, you can use the Eligible items & exclusions attribute 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.
For example, you can limit a spending task to specific product categories, or exclude gift cards or promotional items from counting toward task completion.
-
To define eligible items, enter specific item IDs, categories, or destination IDs, separated by commas in the Eligible task purchases are limited to the following field. If you leave this field empty, all purchases are eligible by default. You can also enter
*to explicitly make all purchases eligible.Example:
SKU001, SKU002, CategoryA -
To exclude items from the task, enter specific item IDs, categories, or destination IDs in the The following are excluded from this task field.
Example:
CLEARANCE01, GIFTCARD, SALE_CATEGORY
Define task properties define-task-properties
In the task Properties pane, configure the basic task information:
- Task name: Enter a descriptive name for the task.
- Task description: The description is automatically generated based on the configured activity and attributes. To enter a custom description, toggle off the automatic generation option and enter your description in the text field.
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.