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How to Create a Challenge

This article will go over how to create a Challenge and other features associated with Challenges

Marisa Crowder avatar
Written by Marisa Crowder
Updated over a week ago

What is a Challenge in Nectar and how do I create one?

Nectar’s Challenge feature lets users proactively earn points by completing tasks, goals, or company initiatives. Challenges are created by Admins, and users must submit a claim to receive points—either automatically or after admin approval, depending on the setup.

This article covers:

  • How to create and configure Challenges

  • How to manage and monitor submissions

Looking for inspiration? Check out our blog post on popular Challenge ideas.

How to Create a Challenge

You can create a challenge by navigating to Manage Awards > Challenges > Manage Challenges> Click Create Challenge.

You will be asked to complete the following information:

1. Provide Basic Information

These settings determine what users see on the Challenges page:

  • Challenge Name

  • Description

  • Point Amount: Number of points awarded per claim

  • Include Points on Leaderboard: Choose whether points should count toward leaderboard rankings

  • Challenge Image

  • Optional Link Display Text + URL

Inside the Basic Information section, if you click "show advanced options" it will open additional customization options where you are able to edit the claim and button text.

Note: this feature is not available on all accounts as it is an add-on feature

2. Set Who Can Claim the challenge:

This setting is to define who can view and submit claims for this challenge.

  • Private toggle: When this challenge is claimed and approved, it will not be visible on the feed to users without additional permissions, and will appear labeled “Private” to Admins and Managers.

  • Select Users: Select the users that can claim this challenge.

    • All Users: It will be available to everyone in your account.

    • Custom Rules: You will be able to set up rules for who can view the Challenge by Office Location, Department or other Custom Properties.

3. Set the Claim Frequency & Expiration dates :

This setting is to define how often a claim can be submitted, and if the challenge expires.

  • Maximum Workspace Claim Quantity: Specify how many total times this challenge can be claimed in this workspace.

    • Unlimited Claims or

    • Limited Claims: # of claims available in total for the whole workspace.

  • Maximum Individual Claim Quantity: Specify how many times this challenge can be claimed by a single user in this workspace.

    • Unlimited Claims or

    • Limited Claims: # of claims available for an individual user.

      • Reset Period: Select how often quantity limits reset.

  • Expiration Date: Select whether this challenge will expire or if it will always be available for users to claim.

4. Claim Approvals:

This setting is to set who can approve claim submissions and what’s required for approval.

  • Require Claim Proof: Users will be required to submit an explanation and image with their challenge claim. An admin must approve the claim before the user receives their points.

  • Claim Approval Permissions: Select whether this challenge will be automatically or manually approved.

    • Auto Approve Challenge Claims: The points will be given to the user automatically without any review period. Admins will also not receive notifications.

    • Manually Approve Challenge Claims: Add certain users that can approve the challenges. You can search for individuals or click Add All Admins to add the full Admin list as approvers.

      • Notification Preferences: Admins can customize their notification preferences to ensure they are aware of pending claims. If notifications are ignored, users may not receive timely updates on the status of their claims.

❗ All users added as approvers will be notified each time a claim is submitted for this challenge.

Feed Post Appearance:

Set challenge as active when you’re ready for relevant users to be notified after saving changes.

  • Post User Claim Submission Photo to Home Feed: User’s submitted photo will be posted to the Home Feed instead of the default challenge image.

    • ❗ Require Claim Proof must be toggled on for this option to be enabled

    • ❗ If Auto Approve Challenge Claims is on, user’s submitted photo will automatically be posted to the Home Feed without admin review.

  • Home Feed Post Message: This message will post to the home feed when user claims are approved.

Challenge Activation:

Set challenge as active when you’re ready for relevant users to be notified after saving changes.

  • Activate Challenge toggle: Active challenges will appear on the Challenges page. When a challenge is set to active, relevant users will be notified depending on their individual notification preference set.


Manage Challenge Settings

  • On the Manage Challenge tab, there are a couple of different functions you can do.

Organize

  • The Organize button allows you to drag and drop the order of the Challenges and how they will show on the user's side.

Search & Filter

  • You can manually search for specific challenges or filter by:

    • Status: Active or Inactive

    • or Pending Claims: If the challenge has pending claims or not

Bulk Actions

  • On the Challenges you can also update in Bulk.

  • First, select the challenges you can to edit by clicking the checkbox on the left side.

  • Second, you will click the Bulk Actions button in the top right and select what action you want to take. The available ones are:

    • Update Departments

    • Update Office Locations

    • Updated Approval Details

    • Update Quantity Limits

    • Update Proof Requirements

    • Update Point Amount

    • Activate Selected

    • Deactivate Selected

    • Delete Selected

  • Click on the bulk action you are wanting to take and follow the prompts provided to update.


Challenge Claims

  • When you go to Manage Awards > Challenges. You will see the Challenge Claims section.

  • This shows you all Pending, Approved and Denied Challenge Claims.

  • You'll use the tabs to switch between which list you want to look at for current or past claims

  • You can also filter all claims by a Date Range by clicking on the Filters button and inputing the date range you are looking for.

  • These lists can also be downloaded by clicking on the Download button to the right on this page.

  • For more on approving or denying Challenge Claims, click here!

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