Overview
This article emphasizes the importance of strategic placement and audience targeting for challenges on digital platforms. It guides readers through the process of selecting the optimal location for challenge visibility and identifying the appropriate audience based on user behavior, preferences, or demographics. The article also details how to use the challenge editor to set visibility for specific members and outlines the inclusion and exclusion criteria for participant segmentation.
Information
To set the visibility of your challenges to specific members, groups, types of members, etc. you can simply click on the target icon in the challenge editor (highlighted in blue below).
The targeting settings are divided into two sections - the first related to where the challenge should be displayed, and the second related to whom the challenge should be visible.
Where would you like to display this challenge?
The first step is to choose whether you want this challenge to appear within a Channel or on the main Challenges page (i.e. not in a Channel).
Clicking on the dropdown will allow you to choose an Experience or Channel for this challenge. If you do not intend to put it within a Channel / Experience, you may leave this menu in its default state, that is "- Select a Channel - (optional)".
Who would you like to see this challenge?
Now we will walk through the targeting (segmentation) options available for each challenge you created.
Target Nominees: If you have an Open Sign-up Hub , and your new members start as Nominees, you will want to decide whether or not these users should be able to see this challenge. Check this option to allow them to see it.
Target Advocates: Choose this option every time unless you want this challenge to only show to nominees because you are running an Open Sign-up Hub.
Exclude advocates that meet (any / all) of the following (max 10): Exclusion rules may be added the same way as inclusion rules and behave the same. It is important to note that exclusion rules always take precedence over inclusion rules .
Criteria for inclusion falls into these groups:
- Individuals: Specific advocates. You can search by the user's name, email, or title.
- Group: The advocate is a member of a specific group.
- Advocate Info: Criteria based on profile fields information about the advocate (e.g. Industry, Region, Title, etc.)
- Behaviour: How the advocate behaves in your hub (e.g. Engaged, Not Engaged, completed specific challenges, etc)
- Responses: Includes/Excludes advocates based on their response to a question from another challenge. You can choose to segment an exact response or a response that contains a certain word.
FAQ
How do I determine where to display a challenge on my platform?
Consider the most appropriate section of your platform for maximum visibility, such as a specific Channel or the main Challenges page, to ensure engagement.
What are the main settings for targeting challenges?
The main settings for targeting challenges involve determining where the challenge should be displayed and specifying to whom the challenge should be visible.
Can I target challenges to specific types of users, such as Nominees or Advocates?
Yes, you can target challenges to specific user types, such as Nominees in an Open Sign-up Hub or Advocates, by selecting the appropriate options in the challenge editor.
How do inclusion and exclusion criteria work in challenge targeting?
Inclusion criteria allow you to specify up to 10 rules with various criteria/values to define who should see the challenge, while exclusion criteria, which also allow up to 10 rules, will override inclusion rules to prevent certain users from seeing the challenge.
What should I consider when defining my audience for a challenge?
Define your audience based on user behavior, preferences, or demographics to ensure the challenge is relevant and engaging to those who see it.