DocumentazioneJourney OptimizerGuida di Journey Optimizer

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Accesso e gestione di sfide e attività access-loyalty-challenges

Ultimo aggiornamento: 28 aprile 2026

Creato per:

  • Intermediate
  • User

Documentazione sulle sfide di fedeltà:

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AVAILABILITY
Questa funzionalità è attualmente in versione beta privata. Per informazioni dettagliate sul ciclo di rilascio e sulle fasi di disponibilità, consulta Ciclo di rilascio di Journey Optimizer.

Accesso e gestione di sfide e attività

To access Loyalty Challenges, navigate to Journey Optimizer and select Loyalty Challenge (Beta) under the Journey management section. The Loyalty Challenges interface provides a centralized location to view, manage, and organize all your challenges and tasks.

The interface provides access to two main inventories:

  • Challenges: View and manage all loyalty challenges, monitor their status, and perform quick actions such as viewing, editing, duplicating, or deleting challenges
  • Tasks: Browse reusable tasks that can be used across multiple challenges, and manage task definitions independently

Challenges inventory challenges-tab

The Challenges tab displays all challenges sorted by last modified date, with the most recently modified challenges appearing first.

Key information displayed:

  • State: Current state of the challenge (Draft or Published)
  • Tasks: Number of tasks configured in the challenge
  • Journey: Link to the auto-generated journey associated with the challenge
  • Status: Current status of the auto-generated journey that delivers the challenge.
  • Start/End Date (UTC): When the challenge becomes active and expires

From the Challenges tab, you can perform actions on challenges:

  • View challenge: Select the challenge name to open its details page

  • Duplicate a challenge: Select the icon and choose Duplicate. A copy is created with all tasks, content, and messaging intact.

  • Delete a challenge: Select the icon and choose Delete.

    note important
    IMPORTANT
    You can delete a challenge even when it is published. Consider the impact before deleting.

  • Edit a challenge: Select the challenge name to open its details page and make the desired changes.

    When you open a published challenge for editing, you first need to revert it to Draft state. Any customizations made directly to the auto-generated journey will be lost. After making your changes, save and publish the challenge again, then publish the associated journey. Learn how to launch a challenge

    note important
    IMPORTANT
    Reverting a published challenge to draft cannot be undone. Consider the impact on your active journey before proceeding.

Tasks inventory tasks-tab

The Tasks tab displays all reusable tasks that can be used across multiple challenges. Tasks created here become available for selection when creating or editing any challenge.

Key information displayed:

  • Description: Brief description of what the task requires
  • Task Activity: Type of activity (Purchase, Spend)
  • SKU: Eligible and/or excluded items
  • Used in challenges: Number of challenges currently using this task

From the Tasks tab, you can perform actions on tasks:

  • View/Edit a task: Select the task name to view the full configuration and edit the task

  • Duplica attività: seleziona l’icona e scegli Duplica

  • Elimina un’attività: seleziona l’icona e scegli Elimina.

    note important
    IMPORTANT
    È possibile eliminare un'attività anche quando viene utilizzata in una o più sfide. Considera l’impatto sulle sfide che fanno riferimento all’attività prima di eliminarla.
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