Overview
The article outlines how to use the Advocate Workflow feature to engage and reward advocates for both online and offline actions. It emphasizes the importance of customizing the challenge description and confirmation button to reflect the task completed by the advocate. Strategies such as disseminating information, recognizing real-world actions, and creating themed challenges are suggested to maximize the effectiveness of this feature.
Information
Ask your advocates to confirm something!
How it works
Sometimes you don't want to ask your advocates to complete an activity online, you just want them to confirm that they did something for you! In that case, you can use an Advocate Workflow stage to award them points for something that they have done. Customize your challenge description and the Done button to reflect this ask. When completing the challenge, the advocate must simply click the orange button to receive points and advance beyond that stage.
Some best practice tips
This is a simple yet powerful challenge stage. Below are some great ideas for how to get the most of it:
- If you want to teach your advocates something or just get a quick news update out to your advocates: Set up a challenge, and put the relevant info in the challenge description (for example: Newsflash! Our support hours have been extended to 10pm EST, Monday to Friday). Use this stage so that your advocates can quickly read the update and then click Done or Got It to indicate they've seen this information.
- If you want to reward your advocates for something they've done out in the real world, use this stage. As in the example pictured above, you can allow advocates to indicate that they've done something in real life, like dropping by your conference booth or reading a book written by your CEO.
- Create fun challenges around real-world themes. A good example of this is the "Fourth of July" challenge that was created by an admin from a successful Influitive community. The challenge description said "Happy Fourth of July - Have a great day BBQ-ing with the family" and the confirmation button said "Happy Fourth of July!". Just for checking into Influitive and seeing this challenge advocates were able to quickly earn a few extra points. This type of challenge is a great way to give your Influitive instance a feeling of community.
FAQ
What is the purpose of the Advocate Workflow stage?
The Advocate Workflow stage is designed to allocate points to advocates for confirming specific details or actions they have completed on behalf of the organization, which may include both online tasks and offline activities.
How can the Advocate Workflow stage be used for information dissemination?
To disseminate information, create a challenge with the necessary updates or educational content in the description, and have advocates acknowledge receipt by clicking a confirmation button like 'Done' or 'Got It'.
Can the Advocate Workflow stage be used to recognize offline actions?
Yes, the stage can be used to recognize and reward advocates for offline actions, such as visiting a conference booth or reading a book authored by the CEO, by allowing them to confirm these activities within the platform.
How can themed challenges enhance engagement through the Advocate Workflow?
Themed challenges related to real-world events can engage the community by fostering a sense of belonging and offering points for simple engagement with the challenge, such as acknowledging a holiday greeting.
Is it important to customize the challenge description and confirmation button in the Advocate Workflow?
Yes, it is crucial to tailor the challenge description and the confirmation button (e.g., 'Done' button) to accurately represent the specific task or action the advocate has completed to ensure clarity and proper reward allocation.