How to create and manage missions

A mission is a set of one or more actions (conditions) that members complete to earn points or a reward. 

About missions

Missions help you guide new members, encourage engagement, collect UGC (content created by your community) and reward active members. A mission can award points or offer another reward, and can be available to everyone or targeted to specific members.

Here are the main types of missions:

Unique / one-time missions

Members can complete them and earn the reward only once. They can require members to:

  • Submit a screenshot (follow the brand on Instagram, read a blog post…)
  • Complete several actions (like and comment a post)
  • Complete one action (fill in a profile field)

Once completed, the user receive its points and the mission moves to the Completed missions section. 

Recurring / all-time missions

Members can complete them multiple times. They can have only one condition and cannot include a targeting condition. For example: mission completed and reward earned for each post validated by an admin.

 

Avoid setting recurring missions that are too easy to repeat (e.g. don’t give 30 points each time a member shares a post on the community). This can lead to excessive point distribution.

Social missions

These (unique or recurring) missions reward members for actions taken on social media, such as posting on Instagram, TikTok or Youtube with one or more specific hashtags. See this dedicated article for full instructions.

External action missions

These missions reward members for actions performed outside the community, such as custom action, placing an order or posting a review on the e-shop (if you're integrated with a review management provider).

Targeted missions

They are visible and available only to members who meet their targeting conditions (and are unique missions):

  • Minimum number of points, minimum status reached, specific role, specific answer to a custom field
  • The member is part of a specific group or is attending an event

To set targeted missions, choose a targeting condition and then choose the action condition. 

 

An Exclusive label indicates to the member that the mission is targeted.

Create a mission

Requirements: To create and manage missions, you need the Update settings permission.

Go to Configuration > Gamification > Missions and click on + Add a mission. Then, fill in the following fields:

Main info section

  • Title: Keep it short (cut-off after 2 lines).
  • (Optional) Add one or more Internal Tag to associate categories with this mission (such as brand or division). Learn more.
  • Description: Explain what members need to do and any useful information.
  • (Optional) Describe any additional Reward such as a gift. In this case, you will have to export members who completed the mission and arrange delivery separately.
  • Image URL: Choose an image to illustrate your mission.
  • Nb points to earn: Set the number of points members receive (0 if none). The more important the mission, the more points we recommend giving. 

To save time, you can reuse an existing mission by duplicating it, even if it has been archived.

Conditions

Conditions define what actions members must do to complete the mission. You can add one or more conditions: members must meet all of them. 

Activate the Mission is recurrent option if you want members to complete the mission multiple times (only one condition). 

Create a condition
  1. Click on + Add a condition and use the dropdown list to select a condition
  2. Based on the chosen condition, set how many times members must complete the action 
    (example: if the condition is Commented on post, how many comments are required to validate the mission)
  3. Based on the chosen condition, you can choose to apply the condition to all channels or to a specific one (example : Commented on post, in the Beauty & Care channel)
  4. You can define a start and/or end date for your condition. These dates define the validity dates of the conditions and the visibility of the mission. More details are explained in the FAQ.

 

See the list of possible conditions here.

 

Make sure all conditions are consistent and can be completed together. If one condition cannot be fulfilled, the mission will not be validated.

Start and/or end date (optional)

Set up a start and end date to schedule when the mission will be visible and available. A mission that reaches its end date is automatically archived and no longer available to complete, but remains visible in the back office. 

 

A Be quick! label indicates to members that the mission must be completed before its end date.

If the mission starts as soon as it is created, consider removing the default start date. This is particularly important for conditions linked to roles or custom fields.

Email notification

To promote the mission when you create it, activate   Notify users by email about this new mission at the bottom of the mission conditions.

You can also send the notification later from the mission list by selecting Notify by email in the three dots menu.

This notification email will be sent to all opted-in members and cannot be targeted.

Manage missions

Go to Configuration > Gamification > Missions to find and manage your active or achived missions.

Organize missions

Click the + icon located at the bottom left of a mission and select Add a title to create a section.

 

Drag a mission using the dots next to it to change its position or move it into a section. This way, you can easily group and reorganize your missions as needed to determine how they appear to members.

Edit a mission

Click on the three dots on the right corner of the mission and choose Edit.

 

Update the title, description, image, reward or number of points and save your changes. Please note that you can't edit the condition(s).  

Duplicate a mission

Duplicate an active, scheduled or archived mission to create a new mission with the same content and conditions. The original mission remains unchanged.

  1. Find the mission in the missions list (Live tab or Archive tab).
  2. Click the three dots on the mission and select Duplicate. A new mission creation form opens.
  3. Review the copied fields and conditions. 
  4. Activate the email notification option if you want to send an email.
  5. Save the new mission. It will appear at the bottom of the missions list.

 

The email notification option is off by default, even if it was enabled on the original mission. 

Archive, recover or delete a mission

To hide a mission from the list, click the three dots and select Archive. This allows to recover it later in the Archive tab: click the three dots and select Recover this mission.

 

You cannot recover an archived mission that has reached its end date. Duplicate it to create a new mission, then set new dates on the copy.

 

You can delete a mission anytime by clicking on the three dots on the right corner of the mission, then Delete.
 

If you delete a mission, it will not longer be accessible to you or to members of the community. You won't be able to retreive or duplicate it later, and no data will be available.

FAQ

What are the conditions available?
Conditions Meaning: User has to
Comments
Commented on post Comment a post
User of the month
Elected user of the month Get elected user of the month by an admin
Instagram, Youtube or TikTok and External Action
Hashtag / Social post Post on the selected social network with the required hashtags
Instagram filled Fill in their Instagram Handle on their profile
Tiktok filled Fill in their TikTok Handle on their profile
Youtube filled Fill in their Youtube Handle on their profile
External Action Complete a defined external action
Account
Is Admin Be an admin
Is Opted-in to community emails Subscribe to receive news about the community
Is Registered Register and validate the e-mail address
Reactions
Comment liked by someone Get a like on one of its comments
Post liked by someone Get a like on one of its posts
Admin validations
Comment validated Get an admin to validate its comment
Post validated Get an admin to validate one of its posts

Posts

Posted on a chatroom channel Post a first message in a chatroom type of channel
Posted on the community Make a post
Posted with a product tagged Make a post that includes a product tagged
Posted with image  Make a post that includes an image
Posted with image or video Make a post that includes an image or a video
Posted with video Make a post that includes a video
Products and Product testing
Liked a Product Like a Product
Product Reviewed Get their product test validated by an admin (review and/or mission(s) targeted )

Profile

Experience Points Have earned a certain number of points in the community
Profile Bio Filled Complete a bio on the profile
Profile Birth Date Filled Set a birthday date on the profile
Profile Location Filled Set a location
Profile Picture Filled Set a profile picture
Profile: Private profile fully filled Fill in all mandatory custom user fields in their private profile (also called preferences)
Profile: Public profile fully filled Fill in all mandatory custom user fields in their public profile (profile picture not included)
Profile: Testing profile fully filled Fill in all mandatory custom user fields in their Testing profile (=questionnaire)
Followers Get followers
Verify your age Verify the member's age (Only if the feature is enabled. If you want to activate it, contact your CSM)

Screenshot missions

Screenshot/picture validated (this condition must not be applied on a specific channel) Upload a screenshot and get it approved
Animation

Event Participation

Tip: To give members points for attending an event, you can create a mission requiring sending a screenshot (Screenshot/picture validated)

Register to an Event to get the points.
Survey Answered Answer a Survey
Quiz correctly answered Give the correct answer to a quiz
Voted on a poll Vote on a poll

Targeting

Has at least the status Target users that have reached a specific status (e.g. target member who have reach the top status to keep them engage and offer them VIP missions)
Has chosen the customfield value Based on your product testing questionnaire or advanced profile questionnaire, target members based on their answers (e.g. create a missions for members who said they have ‘dry skin’ in their skincare questionnaire).
Has linked Intagram account Target members who have linked an Instagram account so they can see (and complete) the mission​
Has linked TikTok account Target members who have linked a TikTok account account so they can see (and complete) the mission​
Has linked YouTube account Target members who have linked a YouTube account so they can see (and complete) the mission​
Has the role Target users that have a specific role on the community
Is attending the event Target members who registered for a specific event. You can ask them to submit proof that they’ve attendend the event, or ask for feedback after the event.
Is in the group Target members who belong to a specific community group
Referral
Referral: Has been referred Be referred by another member
Referral: Has referred someone Refer other members whom create on account on the community

Chat

Chat: Answer(s) Answer a question
Chat: Answers Accepted By Admin Get an answer accepted by an admin
Chat: Answers Unanswered Questions Older Than 10 Hours Answer an unanswered question that's older than 10 hours
Chat: Fake Thanks Get a thanks
Chat: Not Helpful Get a no-thanks
Chat: Recommendation(s) Get a recommendation
Chat: Report Confirmed Get a confirmed report
Chat: Thanks received Get a thanks
Chatroom Channel already loaded First visit in a discussion channel

Can I edit the condition(s) associated with a mission?

No, you can’t. For technical reasons, you can only edit the main info (title, description, icon, number of points, reward…). We recommend to duplicate the mission and choose new conditions.

How to add an image to a mission’s description?
  1. Go to Configuration > Look & Feel > Images.
  2. Upload your image and copy the URL by hovering the image
  3. Go to the mission’s description and click the image icon
  4. Paste the URL and click OK


Remember to click the Update this mission button once you’re done.

How to create a social mission (Instagram, Youtube TikTok)?

To discover how to create social missions on Instagram, Youtube or TikTok, see this dedicated article.

How to highlight a new mission I’ve just created?

To highlight a new mission, in addition to letting members know it’s available (in a post, via email…), you can:

  • Put it in a dedicated section (example: Monthly Exclusive Missions)
  • Put the name in square brackets
  • Promote it thanks to the email notification
How start and/or end dates affect the mission availability?

Case 1: Condition A has no start date, but has an end date

The mission is displayed as soon as it is created and remains visible until the end date of Condition A (if the member has not yet completed it).
 

Case 2: Condition A has a start date, but no end date

The mission is displayed from the start date of Condition A and remains always visible.
 

Case 3: Condition A has both a start date and an end date

The mission is displayed from the start date of Condition A and remains visible until the end date of Condition A (if the member has not yet completed it).
 

Case 4: Condition A has a start date, but no end date + Condition B has neither a start nor an end date

The mission is displayed from the start date of Condition A and remains always visible.
 

Case 5: Condition A has a start date, but no end date + Condition B has no start date but has an end date

The mission is displayed from the start date of Condition A.

  • If members complete Condition B before its deadline, the mission remains visible and available for them after Condition B end date, they can still complete Condition A.
  • If they don't complete Condition B before the end date, the mission will not be visible after the end date.
     

Case 6: Condition A has both + Condition B has no start date but has an end date

The mission is displayed from the start date of Condition A.

  • If members complete Condition A and Condition B before their respective end dates, the mission will be completed and not visible anymore.
  • If members complete the condition with the earliest end date, the mission remains visible and available for them until the latest end date, so they can complete the second condition.
  • If either end date passes before its condition is completed, the mission will not be visible anymore, even if the other condition has a later deadline.
     

Case 7: Condition A has both + Condition B has a start date but has no end date

The mission is displayed from the latest start date between the two conditions.

  • If members complete Condition A before its end date, the mission remains visible and available for them after Condition A end date, they can still complete Condition B.
  • If they don't complete Condition A before the end date, the mission will not be visible after the end date.
     

Case 8: Condition A & Condition B have both a start date and an end date

The mission is displayed from the latest start date between the two conditions.

  • If members complete Condition A and Condition B before their respective end dates, the mission will be completed and not visible anymore.
  • If members complete the condition with the earliest end date, the mission remains visible and available for them until the latest end date, so they can complete the second condition.
  • If either end date passes before its condition is completed, the mission will not be visible anymore, even if the other condition has a later deadline.
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