Module 27

Mission & Activities

Menu Mission & Activities is used to create a series of missions and activities that members can participate in to earn rewards. Through this menu, merchants can create missions, manage tasks, and monitor member participation and submissions.


How to Create a Mission

1. Open the “Mission & Activities” menu and select the “Mission List” sub-menu.

2. Click “+Create New Mission”.

3. Enter the mission name in “Mission Name”.

4. Complete the mission description in the “Description” field.
Note: The description can contain a maximum of 100 characters.

5. Select the program where the mission will appear in the “Assigned Program” field.
Note: More than one program can be selected by checking the required programs.

6. Define the mission period in “Period”.

7. Upload an image in “Mission Image” that can be viewed in the member application. This parameter is optional. If the user does not select an image, the system will display a default image.

8. Define the mission recipients in “Mission Recipient”:

  • All members: Select this parameter if all members can participate in the mission.
  • List of member: Select this parameter if only specific members can participate in the mission. Download the template and upload the list of members who will receive the mission.

9. Enable the “Enable Rewards” toggle if rewards will be given to members who complete the mission.

  • Reward in the form of a balance/wallet: Select the balance/wallet name and enter the number of points the member will receive in the provided field.
  • Reward in the form of a voucher: Select the voucher name and enter the number of vouchers to be given.

10. Click “Save” to save the mission.

How to Create a Task

1. Open the “Mission & Activities” menu and select the “Mission List” sub-menu.

2. Find the mission where you want to add a task by clicking “Mission Name”.

3. Click “Add new task”.

Completing Task Information

4. Enter the task title in “Task Name”.

5. Define the task period in “Period”. Members can only complete the task during the active task period.

6. Enter a short description of the task in “Description”.
Note: The description can contain a maximum of 2,000 characters.

7. Upload an image for the task in “Image”.

8. Enable the “Enable Rewards” toggle if rewards will be given to members who successfully complete the task.

9. Enable the “Enable Rewards” toggle if rewards will be given to members who complete the mission.

  • Reward in the form of a balance/wallet: Select the balance/wallet name and enter the number of points the member will receive in the provided field.
  • Reward in the form of a voucher: Select the voucher name and enter the number of vouchers to be given.

10. Click “Continue


Completing Form Setting Data

Create a list of questions that members must answer in the form settings section. The following data must be completed by the user:

11. Select the submission template to be used from the “Submission” dropdown. If you want to create a new submission, click “Create new submission template” and enter the template name in “Submission title”.

12. Complete the submission title in “Submission Title”. This parameter will appear if the user selects “Create new submission template” in the previous parameter.

13. Enter the questions that members must answer in the “Question” field.

14. Select the question type in “Question Type”.

15. Click “Add question” if the user wants to add more questions.

16. Click “Continue” to complete the mission creation process.

How to Deactivate a Mission

1. Open the “Mission & Activities” menu and select the “Mission List” sub-menu.

2. Find the mission to be deactivated, then click the three-dot icon on the right side of the table and select “Inactive”.

How to Edit a Mission

1. Open the “Mission & Activities” menu and select the “Mission List” sub-menu.

2. Find a mission with the status Scheduled or On Going.

3. Click the three-dot icon on the right side of the table.

4. Click “Edit”.

5. The system will direct the user to the edit page. Modify the required parameters, then click “Save” to save the data.

How to Duplicate a Mission

1. Open the “Mission & Activities” menu and select the “Mission List” sub-menu.

2. Find a mission with the status Completed.

3. Click the three-dot icon on the right side of the table.

4. Click “Duplicate”.

5. The system will direct the user to the “Create Mission” page. Complete the data as described in How to Create a Mission.

How to Approve/Reject a Mission Submission

1. Open the “Mission & Activities” menu and select the “Submission” sub-menu.

2. In the list of submissions, find the submission to approve/reject in the “All” or “Pending” tab.

3. Click “Approve” and enter the reason for approval in the provided field.

4. Click “Reject” and enter the reason for rejection in the provided field.

Steps to Download Mission & Activities Data

1. Open the “Mission & Activities” menu and select the “Submission” sub-menu.

2. Enter filters to determine which submissions will be downloaded. Available filters are mission name, task name, member, and date.

3. Click “Apply filter”.

4. Click “Download list” 

5. Enter the email address to send the report.

6. Click “Send to Email”.