访问并管理挑战和任务 access-loyalty-challenges

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• TL;DR: This page explains how to access and manage loyalty challenges and reusable tasks, review challenge details and performance, and edit published challenges.

Intents:

• Access the Challenges and Tasks inventories
• Review challenge configuration and performance on the details page
• Review individual task details
• View or edit a published challenge
• Duplicate or delete challenges
• View, edit, duplicate, or delete reusable tasks

Glossary:

• Challenge details: The page that brings together a specific challenge’s configuration and performance without opening its editor (product-specific)
• State: The current state of the challenge, Draft or Published (product-specific)
• Status: The current status of the auto-generated journey that delivers the challenge (product-specific)
• Journey: A link to the auto-generated journey associated with the challenge (product-specific)
• View Loyalty Insights: The permission identified by loyalty-insights.read that controls access to the Key metrics and Trends sections (product-specific)
• Tasks inventory: The inventory of reusable tasks available when creating or editing challenges (product-specific)

Guardrails:

• The Key metrics and Trends sections are shown only to users with the View Loyalty Insights permission (loyalty-insights.read).
• Editing a published challenge requires reverting it to Draft state first. Reverting a published challenge to draft cannot be undone, and customizations made directly to the auto-generated journey are lost.
• After editing a published challenge, save and publish the challenge again, then publish its associated journey.
• A challenge can be deleted even when published. Consider the impact before deleting.
• A task can be deleted even when used in one or more challenges. Consider the impact on challenges that reference it before deleting.

Terminology:

• Do not confuse challenge State (Draft or Published) with the Status of its auto-generated journey.
• Challenge summary, Tasks, and Rewards are sections of the Details area; Key metrics displays challenge performance.
• Tasks in the challenges inventory is the number of tasks configured in a challenge; the Tasks inventory lists reusable task definitions.

FAQ:

• Q: How do I open a challenge’s details? - Select the challenge name in the Challenges inventory.
• Q: What does the details page show? - The header displays the challenge name, type, ID, and status. The Details area shows the challenge description, type, dates, targeted audience, connected journey and its status, task completion requirements, task names and descriptions, and reward details.
• Q: Which performance metrics can I review? - Total revenue, enrollment, completion rate, and total completions, with trend sparklines and percentage changes. Select View report to explore challenge performance in more detail.
• Q: Who can view Key metrics and Trends? - Users with the View Loyalty Insights permission (loyalty-insights.read).
• Q: How do I edit a published challenge? - Select Edit challenge on the details page. A published challenge first needs to be reverted to Draft state, which cannot be undone. Customizations made directly to the auto-generated journey are lost. After making changes, save and publish the challenge again, then publish the associated journey.
• Q: What is preserved when I duplicate a challenge? - A copy is created with all tasks, content, and messaging intact.